13FBOX
VIRTUS STONE HARBOR EMER · 13F Institutional Holdings
Options Calculator Rankings
V

VIRTUS STONE HARBOR EMER

EDF
Institutions
46
Combined AUM (Q2 2026)
$21.2M
Combined Shares (Q2 2026)
3.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.1M
28 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-867,046
23 · 13 Exit · ≈
⚖️ Net
+278,191
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$21.2M
Institutions
46
New Buys
10
Adds
18
Reduces
10
Exits
13
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#32$5.8M1.0M$4.3M844,001+188,717+22.36%Add
J.W. COLE ADVISORS, INC.
0.03%#5$1.9M348,927$00+348,927New Buy
GUGGENHEIM CAPITAL LLC
0.01%0.01%#13$1.6M290,241$787,572164,764+125,477+76.16%Add
LPL Financial LLC
<0.01%<0.01%#33$1.3M231,796$1.1M237,139-5,343-2.25%Reduce
WEDBUSH SECURITIES INC
0.03%0.03%#6$1.2M222,779$977,000204,483+18,296+8.95%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#31$1.1M204,258$929,605194,478+9,780+5.03%Add
Baird Financial Group, Inc.
<0.01%<0.01%#23$1.1M202,214$947,688198,261+3,953+1.99%Add
ECLECTIC ASSOCIATES INC /ADV
0.08%0.08%#1$708,671127,002$590,225123,478+3,524+2.85%Add
HighTower Advisors, LLC
<0.01%<0.01%#27$600,697107,652$65,25613,652+94,000+688.54%Add
Stonebridge Financial Group, LLC/CA
0.08%#2$550,80298,710$00+98,710New Buy
Dynamic Advisor Solutions LLC
0.01%0.01%#9$518,73892,964$456,05195,408-2,444-2.56%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#21$508,81291,185$659,200137,908-46,723-33.88%Reduce
Moors & Cabot, Inc.
0.02%0.02%#8$486,15887,125$452,07394,576-7,451-7.88%Reduce
CoreCap Advisors, LLC
0.01%<0.01%#10$450,39380,716$119,20824,939+55,777+223.65%Add
Invesco Ltd.
<0.01%<0.01%#41$278,57049,923$112,52123,540+26,383+112.08%Add
Private Advisor Group, LLC
<0.01%<0.01%#24$277,24349,685$189,69539,685+10,000+25.20%Add
NewEdge Advisors, LLC
<0.01%<0.01%#26$214,40538,424$463,20696,905-58,481-60.35%Reduce
HRT FINANCIAL LP
<0.01%#30$212,65438,110$00+38,110New Buy
JANE STREET GROUP, LLC
<0.01%#45$172,36630,890$00+30,890New Buy
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#20$156,46028,039$135,19628,284-245-0.87%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#40$153,19727,455$152,07131,814-4,359-13.70%Reduce
UBS Group AG
<0.01%<0.01%#43$135,23124,235$77,49816,213+8,022+49.48%Add
Kovack Advisors, Inc.
0.01%<0.01%#14$132,17923,686$77,07516,113+7,573+47.00%Add
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%0.01%#15$121,90521,847$104,11121,781+66+0.30%Add
MELFA WEALTH MANAGEMENT, INC.
0.06%0.06%#3$120,28821,557$103,04321,55700.00%Unchanged
Ameritas Advisory Services, LLC
<0.01%<0.01%#18$117,33121,027$51,83010,843+10,184+93.92%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#38$96,56217,305$82,71817,30500.00%Unchanged
STIFEL FINANCIAL CORP
<0.01%<0.01%#36$95,54417,123$81,84617,12300.00%Unchanged
Janney Montgomery Scott LLC
<0.01%#34$95,29017,077$00+17,077New Buy
M3 Advisory Group, LLC
0.05%0.05%#4$90,50216,219$75,72715,842+377+2.38%Add
Madison Wealth Partners, Inc
0.01%0.01%#12$89,28016,000$76,48016,00000.00%Unchanged
Tactive Advisors, LLC
0.02%0.02%#7$84,47015,138$73,39215,354-216-1.41%Reduce
Sequoia Financial Advisors, LLC
<0.01%<0.01%#29$84,21915,093$72,14515,09300.00%Unchanged
INDEPENDENT FINANCIAL GROUP, LLC
<0.01%#22$83,14214,900$00+14,900New Buy
StoneX Group Inc.
<0.01%#16$81,74314,895$00+14,895New Buy
Cetera Investment Advisers
<0.01%<0.01%#37$77,77713,938$63,73213,333+605+4.54%Add
GREAT VALLEY ADVISOR GROUP, INC.
<0.01%<0.01%#25$71,98212,900$61,66212,90000.00%Unchanged
Virtu Financial LLC
<0.01%#19$65,67111,769$00+11,769New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#46$43,0007,618$37,0007,703-85-1.10%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#39$38,0006,810$9,3931,965+4,845+246.56%Add
AMERIFLEX GROUP, INC.
0.01%0.01%#11$30,6905,500$26,2905,50000.00%Unchanged
Allworth Financial LP
<0.01%<0.01%#35$20,4323,662$17,5033,66200.00%Unchanged
Markowski Investments
<0.01%#17$12,8732,307$00+2,307New Buy
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#28$2,790500$10,2772,150-1,650-76.74%Reduce
IFP Advisors, Inc
<0.01%<0.01%#44$932167$779163+4+2.45%Add
JFS WEALTH ADVISORS, LLC
<0.01%#42$38669$00+69New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow