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 | 02/13/2026 | 921.40 K | $4.58 B | 9.17% | 2.95% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 364.26 K | $1.81 M | -7.87% | 1.17% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 354.96 K | $1.77 M | 100.00% | 1.15% |
| LPL FINANCIAL LLC | 02/11/2026 | 237.45 K | $1.18 M | -4.25% | 0.76% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 230.44 K | $1.15 M | 3.83% | 0.74% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 134.08 K | $666.38 K | 61.50% | 0.43% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 113.46 K | $563.87 M | -29.86% | 0.36% |
| MOORS & CABOT, INC. | 02/10/2026 | 98.00 K | $487.06 K | -16.58% | 0.31% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 93.19 K | $463.17 K | -3.08% | 0.30% |
| ECLECTIC ASSOCIATES INC /ADV | 02/03/2026 | 76.22 K | $378.83 K | 100.00% | 0.25% |
| NOMURA HOLDINGS INC | 02/17/2026 | 40.00 K | $198.80 K | 100.00% | 0.13% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 01/06/2026 | 29.97 K | $148.96 K | -7.07% | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 27.58 K | $137.08 K | 18.68% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 25.47 K | $126.59 M | 122.42% | 0.08% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 21.56 K | $107.14 K | 0.00% | 0.07% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 21.65 K | $107.60 K | 0.29% | 0.07% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 18.93 K | $94.07 M | 100.00% | 0.06% |
| UBS GROUP AG | 01/29/2026 | 16.99 K | $84.45 M | -18.00% | 0.05% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 16.92 K | $84.09 K | 3.52% | 0.05% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 15.55 K | $77.30 M | 100.00% | 0.05% |
| M3 ADVISORY GROUP, LLC | 01/16/2026 | 15.10 K | $75.05 K | 2.46% | 0.05% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 02/03/2026 | 15.09 K | $75.01 K | -34.53% | 0.05% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 14.94 K | $74.25 K | 0.00% | 0.05% |
| CITADEL ADVISORS LLC | 02/17/2026 | 13.66 K | $67.88 M | 100.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 13.17 K | $65.45 M | -24.30% | 0.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 12.90 K | $64.11 K | -16.23% | 0.04% |
| ONE CAPITAL MANAGEMENT, LLC | 02/10/2026 | 12.45 K | $61.86 K | 19.27% | 0.04% |
| NEXT CAPITAL MANAGEMENT LLC | 02/11/2026 | 10.00 K | $49.70 K | 0.00% | 0.03% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 9.11 K | $45.29 K | 54.27% | 0.03% |
| ROYAL BANK OF CANADA | 02/17/2026 | 7.82 K | $39.00 M | 7.48% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 4.98 K | $24.77 M | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 2.66 K | $13.23 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 2.15 K | $10.69 K | 0.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 1.00 K | $4.97 K | 100.00% | 0.00% |
| TCTC HOLDINGS, LLC | 02/12/2026 | 600 | $2.98 K | 0.00% | 0.00% |
| CWM, LLC | 01/26/2026 | 583 | $3.00 K | 100.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 525 | $2.61 K | 0.00% | 0.00% |
| IFP ADVISORS, INC | 02/06/2026 | 155 | $770.00 K | 2.65% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 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, 54 institutional investors and hedge funds held shares of Virtus Stone Harbor Emerging Markets Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 921,403
J.W. COLE ADVISORS, INC.: 364,258
ABSOLUTE INVESTMENT ADVISERS, LLC: 354,958
LPL Financial LLC: 237,448
WEDBUSH SECURITIES INC: 230,442
Kestra Advisory Services, LLC: 113,455
4.73% of Virtus Stone Harbor Emerging Markets Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.52 M shares in the last 24 months. This purchase volume represents approximately $18.82 M in transactions.