Virtus Stone Harbor Emerging Markets Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.03 M | $5.76 M | 2.64% | 3.21% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 348.93 K | $1.95 M | 100.00% | 1.08% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 290.24 K | $1.62 M | 76.16% | 0.90% |
| LPL FINANCIAL LLC | 08/07/2026 | 231.80 K | $1.29 M | -2.25% | 0.72% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 222.78 K | $1.24 M | 8.95% | 0.69% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 204.26 K | $1.14 M | 5.03% | 0.63% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 202.21 K | $1.13 M | 1.99% | 0.63% |
| ECLECTIC ASSOCIATES INC /ADV | 07/07/2026 | 127.00 K | $708.67 K | 2.85% | 0.39% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 107.65 K | $600.70 K | 688.54% | 0.33% |
| STONEBRIDGE FINANCIAL GROUP, LLC/CA | 08/13/2026 | 98.71 K | $550.00 K | 100.00% | 0.31% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 92.96 K | $518.74 K | -2.56% | 0.29% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 91.19 K | $508.81 K | -33.88% | 0.28% |
| MOORS & CABOT, INC. | 08/10/2026 | 87.13 K | $486.16 K | -7.88% | 0.27% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 80.72 K | $450.39 K | 223.65% | 0.25% |
| INVESCO LTD. | 08/14/2026 | 49.92 K | $278.57 K | 112.08% | 0.16% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 49.69 K | $277.24 K | 25.20% | 0.15% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 38.42 K | $214.41 K | -60.35% | 0.12% |
| HRT FINANCIAL LP | 08/14/2026 | 38.11 K | $212.00 K | 100.00% | 0.12% |
| JANE STREET GROUP, LLC | 08/14/2026 | 30.89 K | $172.37 K | 100.00% | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 28.04 K | $156.46 K | -0.87% | 0.09% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 27.46 K | $153.20 K | -13.70% | 0.09% |
| UBS GROUP AG | 08/13/2026 | 24.24 K | $135.23 K | 49.48% | 0.08% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 23.69 K | $132.18 K | 47.00% | 0.07% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 21.85 K | $121.91 K | 0.30% | 0.07% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 21.56 K | $120.29 K | 0.00% | 0.07% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 21.03 K | $117.33 K | 93.92% | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 17.31 K | $96.56 K | 0.00% | 0.05% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 17.12 K | $95.54 K | 0.00% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 17.08 K | $95.00 K | 100.00% | 0.05% |
| M3 ADVISORY GROUP, LLC | 07/24/2026 | 16.22 K | $90.50 K | 2.38% | 0.05% |
| MADISON WEALTH PARTNERS, INC | 08/12/2026 | 16.00 K | $89.28 K | 0.00% | 0.05% |
| TACTIVE ADVISORS, LLC | 07/09/2026 | 15.14 K | $84.47 K | -1.41% | 0.05% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 07/17/2026 | 15.09 K | $84.22 K | 0.00% | 0.05% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 14.90 K | $83.14 K | 0.00% | 0.05% |
| STONEX GROUP INC. | 08/12/2026 | 14.90 K | $81.74 K | 100.00% | 0.05% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 13.94 K | $77.78 K | 4.54% | 0.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | 08/10/2026 | 12.90 K | $71.98 K | 0.00% | 0.04% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 11.77 K | $66.00 K | 100.00% | 0.04% |
| ROYAL BANK OF CANADA | 08/14/2026 | 7.62 K | $43.00 K | -1.10% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 6.81 K | $38.00 K | 246.56% | 0.02% |
| AMERIFLEX GROUP, INC. | 08/14/2026 | 5.50 K | $30.69 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 3.66 K | $20.43 K | 0.00% | 0.01% |
| MARKOWSKI INVESTMENTS | 08/13/2026 | 2.31 K | $12.87 K | 100.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 500 | $2.79 K | -76.74% | 0.00% |
| IFP ADVISORS, INC | 07/20/2026 | 167 | $932 | 2.45% | 0.00% |
| JFS WEALTH ADVISORS, LLC | 07/10/2026 | 69 | $386 | 100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| NOMURA HOLDINGS INC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 0 | $0 | -100.00% | 0.00% |
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Virtus Stone Harbor Emerging Markets Income Fund institutional Ownership - FAQ's
During the previous two years, 75 institutional investors and hedge funds held shares of Virtus Stone Harbor Emerging Markets Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.03 M
J.W. COLE ADVISORS, INC.: 348,927
GUGGENHEIM CAPITAL LLC: 290,241
LPL Financial LLC: 231,796
WEDBUSH SECURITIES INC: 222,779
RAYMOND JAMES FINANCIAL INC: 204,258
11.82% of Virtus Stone Harbor Emerging Markets Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.42 M shares in the last 24 months. This purchase volume represents approximately $22.12 M in transactions.