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Disclosery

EDF VIRTUS STONE HBR EMRG MKTS I

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COM (common), issuer CIK 1501103

35 managers (36 13F filers) reported a position in EDF shares at 2024-12-31, 2,834,757 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
35
13F filers
36
New
9
Added
9
Reduced
9
Sold out
5
Shares held by filers
2,834,757

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,009,383$4.74M<0.01%-52,43913F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.260,674$1.23M0.05%+86,42013F-HRTimeline
LPL Financial LLC252,201$1.19M<0.01%-5,96713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding238,079$1.12M+46,418Timeline
WEDBUSH SECURITIES INC220,394$1.04M0.04%+1,42213F-HRTimeline
NewEdge Advisors, LLC194,804$916K0.01%-24,84113F-HRTimeline
Moors & Cabot, Inc.102,425$481K0.02%-6,00513F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC90,485$425K0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC70,330$331K<0.01%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG59,754$281K<0.01%+22,23713F-HRTimelineGroup
Arlington Capital Management, Inc.30,395$143K0.1%new13F-HRTimeline
SFI Advisors, LLC23,409$110K0.08%-71913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,330$110K<0.01%new13F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.21,557$101K0.07%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,899$93.5K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC19,882$93.4K<0.01%013F-HRTimeline
Naviter Wealth, LLC18,608$87.5K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,262$85.8K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC17,900$84.1K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,314$81.4K0.01%+5,08513F-HRTimeline
M3 Advisory Group, LLC16,430$77.2K0.06%+60413F-HRTimeline
Cetera Investment Advisers16,347$76.8K<0.01%-1,84513F-HRTimeline
Sequoia Financial Advisors, LLC16,345$76.8K<0.01%013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,431$72.5K<0.01%+54313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,880$70K<0.01%-3,56213F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,556$59K<0.01%013F-HRTimelineGroup
One Capital Management, LLC11,735$55.2K<0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.11,200$52.6K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,983$23.4K<0.01%-1,73013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,619$12.3K<0.01%+813F-HR/ATimelineGroup
Thomas J. Herzfeld Advisors, Inc.1,546$7.27K<0.01%-2213F-HRTimeline
MAI Capital Management1,000$4.7K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC600$2.82K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$2<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.