Who Owns VIRTUS STONE HBR EMRG MKTS I (EDF)? -- Institutional Holders (2026-06-30)
58 institutions reported holding $21.2M of VIRTUS STONE HBR EMRG MKTS I (EDF) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($5.8M), J.W. COLE ADVISORS, INC. ($1.9M), GUGGENHEIM CAPITAL LLC ($1.6M), LPL Financial LLC ($1.3M), WEDBUSH SECURITIES INC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $5.8M | 1.0M | Added |
| 2 | J.W. COLE ADVISORS, INC. | $1.9M | 348,927 | New |
| 3 | GUGGENHEIM CAPITAL LLC | $1.6M | 290,241 | Added |
| 4 | LPL Financial LLC | $1.3M | 231,796 | Trimmed |
| 5 | WEDBUSH SECURITIES INC | $1.2M | 222,779 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $1.1M | 204,258 | Added |
| 7 | Baird Financial Group, Inc. | $1.1M | 202,214 | Added |
| 8 | ECLECTIC ASSOCIATES INC /ADV | $708,671 | 127,002 | Added |
| 9 | HighTower Advisors, LLC | $600,697 | 107,652 | Added |
| 10 | Stonebridge Financial Group, LLC/CA | $550,000 | 98,710 | New |
| 11 | Dynamic Advisor Solutions LLC | $518,738 | 92,964 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $508,812 | 91,185 | Trimmed |
| 13 | Moors & Cabot, Inc. | $486,158 | 87,125 | Trimmed |
| 14 | CoreCap Advisors, LLC | $450,393 | 80,716 | Added |
| 15 | Invesco Ltd. | $278,570 | 49,923 | Added |
| 16 | Private Advisor Group, LLC | $277,243 | 49,685 | Added |
| 17 | NewEdge Advisors, LLC | $214,405 | 38,424 | Trimmed |
| 18 | HRT FINANCIAL LP | $212,000 | 38,110 | New |
| 19 | JANE STREET GROUP, LLC | $172,366 | 30,890 | New |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $156,460 | 28,039 | Trimmed |
| 21 | WELLS FARGO & COMPANY/MN | $153,197 | 27,455 | Trimmed |
| 22 | UBS Group AG | $135,231 | 24,235 | Added |
| 23 | Kovack Advisors, Inc. | $132,179 | 23,686 | Added |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $121,905 | 21,847 | Added |
| 25 | MELFA WEALTH MANAGEMENT, INC. | $120,288 | 21,557 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30