Who Owns VIRTUS STONE HARBOR (EDF)? -- Institutional Holders (2026-06-30)

58 institutions reported holding $21.2M of VIRTUS STONE HARBOR (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.

RankInstitutionValueSharesChange
1MORGAN STANLEY$5.8M1.0MAdded
2J.W. COLE ADVISORS, INC.$1.9M348,927New
3GUGGENHEIM CAPITAL LLC$1.6M290,241Added
4LPL Financial LLC$1.3M231,796Trimmed
5WEDBUSH SECURITIES INC$1.2M222,779Added
6RAYMOND JAMES FINANCIAL INC$1.1M204,258Added
7Baird Financial Group, Inc.$1.1M202,214Added
8ECLECTIC ASSOCIATES INC /ADV$708,671127,002Added
9HighTower Advisors, LLC$600,697107,652Added
10Stonebridge Financial Group, LLC/CA$550,00098,710New
11Dynamic Advisor Solutions LLC$518,73892,964Trimmed
12Kestra Advisory Services, LLC$508,81291,185Trimmed
13Moors & Cabot, Inc.$486,15887,125Trimmed
14CoreCap Advisors, LLC$450,39380,716Added
15Invesco Ltd.$278,57049,923Added
16Private Advisor Group, LLC$277,24349,685Added
17NewEdge Advisors, LLC$214,40538,424Trimmed
18HRT FINANCIAL LP$212,00038,110New
19JANE STREET GROUP, LLC$172,36630,890New
20KESTRA PRIVATE WEALTH SERVICES, LLC$156,46028,039Trimmed
21WELLS FARGO & COMPANY/MN$153,19727,455Trimmed
22UBS Group AG$135,23124,235Added
23Kovack Advisors, Inc.$132,17923,686Added
24CREATIVE FINANCIAL DESIGNS INC /ADV$121,90521,847Added
25MELFA WEALTH MANAGEMENT, INC.$120,28821,557Hold

Source: SEC Form 13F filings · as of 2026-06-30