Virtus Stone Harbor Emerging Markets Income Fund - Common (EDF) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common
Symbol
EDF on NYSE
Shares outstanding
32,028,151
Price per share
$4.94
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,097,200
Total reported value
$15,399,986
% of total 13F portfolios
0%
Share change
+562,594
Value change
+$2,799,468
Number of holders
35
Price from insider filings
$4.94
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Virtus Stone Harbor Emerging Markets Income Fund - Common (EDF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 18% -13% $28,843,400 -$3,483,995 5,803,501 -11% First Trust Portfolios L.P. 31 Dec 2025

As of 31 Dec 2025, 35 institutional investors reported holding 3,097,200 shares of Virtus Stone Harbor Emerging Markets Income Fund - Common (EDF). This represents 9.7% of the company’s total 32,028,151 outstanding shares.

Institutional Holders of Virtus Stone Harbor Emerging Markets Income Fund - Common (EDF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,097,200 $15,399,986 +$2,799,468 $4.97 35
2025 Q3 2,820,185 $14,241,895 +$1,209,107 $5.05 39
2025 Q2 2,580,597 $13,032,402 -$2,884,113 $5.05 32
2025 Q1 3,151,602 $15,941,951 +$1,768,084 $5.06 30
2024 Q4 2,816,857 $13,239,441 +$672,640 $4.70 33
2024 Q3 2,656,536 $13,920,956 +$449,277 $5.24 30
2024 Q2 2,570,803 $13,548,505 +$487,873 $5.27 29
2024 Q1 2,497,101 $13,509,313 -$2,295,421 $5.41 33
2023 Q4 2,219,846 $9,597,703 +$5,726,769 $4.31 39
2023 Q3 877,948 $3,881,157 -$51,615 $4.42 24
2023 Q2 2,048,617 $9,238,699 -$364,318 $4.51 25
2023 Q1 2,115,193 $9,605,341 +$44,848 $4.57 28
2022 Q4 2,132,522 $8,871,835 +$388,268 $4.16 27
2022 Q3 2,055,002 $7,585,000 +$75,494 $3.69 25
2022 Q2 2,035,217 $8,955,000 +$230,396 $4.40 25
2022 Q1 1,966,371 $12,841,000 +$134,742 $6.53 25
2021 Q4 1,941,713 $12,938,000 +$6,156,524 $6.66 29
2021 Q3 1,128,963 $8,411,000 +$688,330 $7.45 25
2021 Q2 1,034,109 $8,833,000 +$677,136 $8.54 25
2021 Q1 955,523 $8,041,684 -$179,005 $8.42 29
2020 Q4 987,596 $7,972,000 -$425,148 $8.08 27
2020 Q3 1,010,506 $6,566,000 +$599,299 $6.48 27
2020 Q2 851,861 $6,012,000 -$1,197,783 $7.05 25
2020 Q1 1,009,325 $7,478,000 +$1,010,975 $7.43 23
2019 Q4 914,614 $12,609,307 -$1,007,997 $13.78 21
2019 Q3 988,786 $12,971,000 -$1,453,433 $13.11 20
2019 Q2 1,091,052 $15,278,000 +$672,472 $14.00 23
2019 Q1 1,043,889 $13,621,000 -$1,711,004 $13.04 24
2018 Q4 1,180,088 $13,199,000 -$3,294,445 $11.15 26
2018 Q3 1,395,911 $18,171,391 +$1,451,441 $13.03 29
2018 Q2 1,284,819 $16,920,000 -$12,796 $13.17 25
2018 Q1 1,295,109 $20,618,884 -$210,055 $15.92 24
2017 Q4 1,308,148 $20,813,387 -$365,907 $15.91 28
2017 Q3 1,311,667 $22,138,910 -$1,526,935 $16.88 22
2017 Q2 1,405,670 $22,323,137 -$817,925 $15.88 24
2017 Q1 1,457,149 $23,046,086 -$75,132 $15.82 22
2016 Q4 1,462,643 $21,409,000 -$1,611,133 $14.64 20
2016 Q3 1,566,338 $24,914,476 -$2,670,053 $15.91 23
2016 Q2 1,735,294 $24,576,015 -$1,006,404 $14.18 23
2016 Q1 1,840,250 $23,488,891 -$3,948,156 $12.78 28
2015 Q4 2,156,607 $25,959,612 +$1,046,731 $12.04 31
2015 Q3 2,069,469 $24,661,358 -$4,359,577 $11.92 29
2015 Q2 2,397,975 $36,055,221 +$797,577 $15.03 28
2015 Q1 2,429,089 $37,674,626 -$3,931,863 $15.51 26
2014 Q4 2,597,886 $40,316,304 +$75,502 $15.52 31
2014 Q3 2,609,531 $50,387,126 +$3,947,896 $19.31 23
2014 Q2 2,404,961 $50,697,052 +$3,258,177 $21.08 22
2014 Q1 2,302,736 $42,599,200 -$6,229,173 $18.50 22