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Disclosery

EDF VIRTUS STONE HBR EMRG MKTS I

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COM (common), issuer CIK 1501103

44 managers (45 13F filers) reported a position in EDF shares at 2025-12-31, 3,497,427 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
44
13F filers
45
New
10
Added
14
Reduced
11
Sold out
5
Shares held by filers
3,497,427

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY921,403$4.58M<0.01%+77,40213F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.364,258$1.81M0.04%-31,12213F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC354,958$1.77M0.2%new13F-HRTimeline
LPL Financial LLC237,448$1.18M<0.01%-10,54613F-HRTimeline
WEDBUSH SECURITIES INC230,442$1.15M0.03%+8,50013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.187,011$929K<0.01%+55,71713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding141,037$701K-43,948Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC134,080$666K<0.01%+51,05813F-HRTimelineGroup
NewEdge Advisors, LLC127,596$634K<0.01%-6,02913F-HRTimeline
Moors & Cabot, Inc.98,000$487K0.02%-19,47513F-HRTimeline
Dynamic Advisor Solutions LLC93,193$463K0.01%-2,96013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC87,000$432K0.01%+62,00013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV76,223$379K0.06%new13F-HRTimeline
Quarry LP67,608$336K0.05%new13F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD40,000$199K<0.01%new13F-HRTimelineGroup
Arlington Capital Management, Inc.29,972$149K0.09%-2,28013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,471$127K<0.01%+14,01913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV21,650$108K0.01%+6313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.21,557$107K0.06%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC18,927$94.1K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC17,900$89K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG16,991$84.4K<0.01%-3,72913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,920$84.1K<0.01%+57613F-HRTimelineGroup
Kovack Advisors, Inc.15,554$77.3K<0.01%new13F-HR/ATimeline
M3 Advisory Group, LLC15,100$75K0.05%+36213F-HRTimeline
Sequoia Financial Advisors, LLC15,093$75K<0.01%-7,96113F-HRTimeline
CoreCap Advisors, LLC14,939$74.2K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,657$67.9K<0.01%new13F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…13,284$66K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers13,168$65.4K<0.01%-4,22613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,900$64.1K<0.01%-2,50013F-HRTimelineGroup
One Capital Management, LLC12,446$61.9K<0.01%+2,01113F-HRTimeline
Next Capital Management LLC10,000$49.7K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,113$45.3K<0.01%+3,20613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,818$39K<0.01%+54413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,983$24.8K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,662$13.2K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,150$10.7K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.2,052$10.2K<0.01%013F-HRTimeline
MAI Capital Management1,000$4.97K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC583$3K<0.01%new13F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC600$2.98K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.525$2.61K<0.01%013F-HRTimeline
IFP Advisors, Inc155$770<0.01%+413F-HRTimeline