VSH Emerging Markets IncomeEDF

13F holders, Q1 2026 (March 31)
50holders +5
14new positions
9sold out
$4.78avg. 13F price*

At the end of Q1 2026, 50 institutions reported holding VSH Emerging Markets Income (EDF) in their 13F filings, up 5 from Q4 2025. 14 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($4.8M), Absolute Investment Advisers, LLC ($1.2M) and LPL Financial LLC ($1.1M).

Company
VSH Emerging Markets Income
Filed as
VIRTUS STONE HBR EMRG MKTS I (Q1 2026)
CUSIP
86164T107
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 34Q1 2024Q2 2024: 31Q2 2024Q3 2024: 31Q3 2024Q4 2024: 34Q4 2024Q1 2025: 31Q1 2025Q2 2025: 33Q2 2025Q3 2025: 40Q3 2025Q4 2025: 45Q4 2025Q1 2026: 50Q1 2026Q2 2026: 46Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions14$2.5M
Exits9$2.0M

All 13F filers, Q4 2025 → Q1 2026: 842,452 shares bought and 638,814 shares sold, net +203,638 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 50 holders

Morgan Stanley 0.00% Add +9.2% 1,006,202 $4.8M
Absolute Investment Advisers, LLC 0.14% Reduce -30.5% 246,827 $1.2M
LPL Financial LLC 0.00% Reduce -0.1% 237,139 $1.1M
Wedbush Securities Inc. 0.03% Reduce -11.3% 204,483 $977K
Envestnet Asset Management Inc. 0.00% New 198,913 $951K
Baird Financial Group, Inc. 0.00% Add +6.0% 198,261 $948K
Raymond James Financial Inc. 0.00% Add +45.0% 194,478 $930K
Guggenheim Capital LLC 0.01% New 164,764 $788K
Kestra Advisory Services, LLC 0.00% Add +21.6% 137,908 $659K
Eclectic Associates Inc. 0.08% Add +62.0% 123,478 $590K
Journey Strategic Wealth LLC 0.01% Add +16.1% 101,000 $483K
Quarry LP 0.10% Add +46.1% 98,811 $472K
NewEdge Advisors, LLC 0.00% Reduce -24.1% 96,905 $463K
Dynamic Advisor Solutions LLC 0.01% Add +2.4% 95,408 $456K
Moors & Cabot, Inc. 0.02% Reduce -3.5% 94,576 $452K
Private Advisor Group, LLC 0.00% New 39,685 $190K
Arlington Capital Management, Inc. 0.09% Add +9.1% 32,686 $156K
Wells Fargo & Company 0.00% Add +249.1% 31,814 $152K
Kestra Private Wealth Services, LLC 0.00% Add +2.5% 28,284 $135K
CoreCap Advisors, LLC 0.00% Add +66.9% 24,939 $119K
Invesco Ltd. 0.00% New 23,540 $113K
Creative Financial Designs Inc. 0.01% Add +0.6% 21,781 $104K
Melfa Wealth Management, Inc. 0.06% No change 21,557 $103K
Nomura Holdings Inc. 0.00% Reduce -50.0% 20,000 $96K
Northwestern Mutual Wealth Management Co. 0.00% New 17,305 $83K
Stifel Financial Corp. 0.00% Add +1.2% 17,123 $82K
UBS Group AG 0.00% Reduce -4.6% 16,213 $77K
Kovack Advisors, Inc. 0.00% Add +3.6% 16,113 $77K
Madison Wealth Partners, Inc 0.01% New 16,000 $76K
M3 Advisory Group, LLC 0.05% Add +4.9% 15,842 $76K
Tactive Advisors, LLC 0.02% New 15,354 $73K
Sequoia Financial Advisors, LLC 0.00% No change 15,093 $72K
Independent Financial Group, LLC 0.00% Reduce -16.8% 14,900 $71K
HighTower Advisors, LLC 0.00% New 13,652 $65K
Cetera Investment Advisers 0.00% Add +1.3% 13,333 $64K
Great Valley Advisor Group, Inc. 0.00% No change 12,900 $62K
Susquehanna International Group, LLP 0.00% New 11,593 $55K
Ameritas Advisory Services, LLC 0.00% New 10,843 $52K
Next Capital Management LLC 0.01% No change 10,000 $48K
Royal Bank of Canada 0.00% Reduce -1.5% 7,703 $37K
Wolverine Asset Management LLC 0.00% Reduce -61.1% 7,362 $35K
Thomas J. Herzfeld Advisors, Inc. 0.01% Add +222.3% 6,614 $32K
Ameriflex Group, Inc. 0.01% New 5,500 $26K
Advisory Services Network, LLC 0.00% New 4,412 $21K
Allworth Financial LP 0.00% Add +37.6% 3,662 $18K
Highline Wealth Partners LLC 0.00% No change 2,150 $10K
Osaic Holdings, Inc. 0.00% Reduce -92.3% 1,965 $9K
Jones Financial Companies LLLP 0.00% New 1,000 $5K
Rockefeller Capital Management L.P. 0.00% New 831 $4K
IFP Advisors, Inc 0.00% Add +5.2% 163 $779

"% of holder's portfolio" is EDF's weight in each manager's 13F, not the share of VSH Emerging Markets Income the manager owns.