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EDF VIRTUS STONE HBR EMRG MKTS I

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COM (common), issuer CIK 1501103

31 managers (32 13F filers) reported a position in EDF shares at 2025-03-31, 3,169,503 shares in all. 4 filers opened a position and 8 filers sold out during the quarter.

Managers
31
13F filers
32
New
4
Added
11
Reduced
7
Sold out
8
Shares held by filers
3,169,503

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,360,204$6.88M<0.01%+350,82113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.366,025$1.85M0.06%+105,35113F-HRTimeline
LPL Financial LLC273,283$1.38M<0.01%+21,08213F-HRTimeline
WEDBUSH SECURITIES INC229,053$1.16M0.04%+8,65913F-HRTimeline
NewEdge Advisors, LLC189,566$959K0.01%-5,23813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding187,833$950K-50,246Timeline
Moors & Cabot, Inc.107,650$545K0.03%+5,22513F-HRTimeline
Dynamic Advisor Solutions LLC93,559$473K0.02%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC75,940$384K<0.01%+5,61013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.24,037$122K<0.01%new13F-HRTimeline
SFI Advisors, LLC23,409$118K0.09%013F-HRTimeline
UBS Group AGin group UBS Group AG22,064$112K<0.01%-37,69013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.21,557$109K0.07%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC19,000$96.1K<0.01%new13F-HRTimeline
Naviter Wealth, LLC18,608$93.6K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,900$90.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,402$88.1K0.01%+8813F-HRTimeline
Sequoia Financial Advisors, LLC16,345$82.7K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,231$77.1K<0.01%-20013F-HRTimelineGroup
CoreCap Advisors, LLC14,939$75.6K<0.01%-4,94313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,880$75K<0.01%013F-HR/ATimelineGroup
Cetera Investment Advisers13,921$70.4K<0.01%-2,42613F-HRTimeline
M3 Advisory Group, LLC13,683$69.2K0.05%-2,74713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,556$59.2K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,762$44.3K<0.01%+6,14313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,983$25.2K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,422$12.3K<0.01%+2,42213F-HRTimelineGroup
FMR LLCin group FMR LLC2,341$11.8K<0.01%new13F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.1,750$8.86K<0.01%+20413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC600$3.04K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.