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Disclosery

EDF VIRTUS STONE HBR EMRG MKTS I

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COM (common), issuer CIK 1501103

39 managers (40 13F filers) reported a position in EDF shares at 2025-09-30, 2,838,085 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
39
13F filers
40
New
8
Added
19
Reduced
6
Sold out
1
Shares held by filers
2,838,085

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY844,001$4.26M<0.01%+37,74913F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.395,380$2M0.04%+20,63113F-HRTimeline
LPL Financial LLC247,994$1.25M<0.01%-11,58713F-HRTimeline
WEDBUSH SECURITIES INC221,942$1.12M0.04%+13,10313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding184,985$934K-48,023Timeline
NewEdge Advisors, LLC133,625$675K<0.01%-19,73813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.131,294$663K<0.01%new13F-HRTimelineGroup
Moors & Cabot, Inc.117,475$593K0.03%+10,15013F-HRTimeline
Dynamic Advisor Solutions LLC96,153$486K0.01%+2,10813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,022$419K<0.01%+2,70713F-HRTimelineGroup
Arlington Capital Management, Inc.32,252$163K0.1%new13F-HRTimeline
HRT FINANCIAL LP27,844$140K<0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC25,000$126K<0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC23,054$116K<0.01%+6,70913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,820$110K<0.01%+3,47513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV21,587$109K0.01%+4,09413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.21,557$109K0.06%013F-HRTimeline
UBS Group AGin group UBS Group AG20,720$105K<0.01%-83313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC17,900$90.4K<0.01%013F-HRTimeline
Cetera Investment Advisers17,394$87.8K<0.01%+7,15413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,585$83.8K<0.01%+66413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,344$82.5K<0.01%+56113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,400$77.8K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC14,939$75.4K<0.01%013F-HRTimeline
M3 Advisory Group, LLC14,738$74.4K0.05%+53213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,452$57.9K<0.01%+6,71513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,880$54.9K<0.01%-60013F-HRTimelineGroup
One Capital Management, LLC10,435$52.7K<0.01%new13F-HRTimeline
Next Capital Management LLC10,000$50.5K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,274$37K<0.01%-7,57413F-HRTimelineGroup
Advisory Services Network, LLC6,009$30.3K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,907$29.8K<0.01%+3,25513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,983$25.2K<0.01%013F-HR/ATimelineGroup
Allworth Financial LP2,662$13.4K<0.01%+80013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,150$10.9K<0.01%new13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.2,052$10.4K<0.01%+23013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC600$3.03K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.525$2.65K<0.01%new13F-HRTimeline
IFP Advisors, Inc151$763<0.01%+513F-HR/ATimeline