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Disclosery

EDF VIRTUS STONE HBR EMRG MKTS I

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COM (common), issuer CIK 1501103

49 managers (50 13F filers) reported a position in EDF shares at 2026-03-31, 3,701,065 shares in all. 14 filers opened a position and 9 filers sold out during the quarter.

Managers
49
13F filers
50
New
14
Added
20
Reduced
11
Sold out
9
Shares held by filers
3,701,065

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY1,006,202$4.81M<0.01%+84,79913F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC246,827$1.18M0.14%-108,13113F-HRTimeline
LPL Financial LLC237,139$1.13M<0.01%-30913F-HRTimeline
WEDBUSH SECURITIES INC204,483$977K0.03%-25,95913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC198,913$951K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.198,261$948K<0.01%+11,25013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC194,478$930K<0.01%+60,39813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding166,192$794K+25,155Timeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC164,764$788K0.01%new13F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV123,478$590K0.08%+47,25513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC101,000$483K0.01%+14,00013F-HRTimeline
Quarry LP98,811$472K0.1%+31,20313F-HRTimeline
NewEdge Advisors, LLC96,905$463K<0.01%-30,69113F-HR/ATimeline
Dynamic Advisor Solutions LLC95,408$456K0.01%+2,21513F-HRTimeline
Moors & Cabot, Inc.94,576$452K0.02%-3,42413F-HRTimeline
Private Advisor Group, LLC39,685$190K<0.01%new13F-HRTimeline
Arlington Capital Management, Inc.32,686$156K0.09%+2,71413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN31,814$152K<0.01%+22,70113F-HR/ATimelineGroup
CoreCap Advisors, LLC24,939$119K<0.01%+10,00013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.23,540$113K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV21,781$104K0.01%+13113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.21,557$103K0.06%013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD20,000$95.6K<0.01%-20,00013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,305$82.7K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,123$81.8K<0.01%+20313F-HRTimelineGroup
UBS Group AGin group UBS Group AG16,213$77.5K<0.01%-77813F-HRTimelineGroup
Kovack Advisors, Inc.16,113$77.1K<0.01%+55913F-HRTimeline
Madison Wealth Partners, Inc16,000$76.5K0.01%new13F-HRTimeline
M3 Advisory Group, LLC15,842$75.7K0.05%+74213F-HRTimeline
Tactive Advisors, LLC15,354$73.4K0.02%new13F-HRTimeline
Sequoia Financial Advisors, LLC15,093$72.1K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,900$71.2K<0.01%-3,00013F-HR/ATimeline
HighTower Advisors, LLC13,652$65.3K<0.01%new13F-HRTimeline
Cetera Investment Advisers13,333$63.7K<0.01%+16513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,900$61.7K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,593$55.4K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,843$51.8K<0.01%new13F-HRTimelineGroup
Next Capital Management LLC10,000$47.8K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,703$37K<0.01%-11513F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC7,362$35.2K<0.01%-11,56513F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.6,614$31.6K0.01%+4,56213F-HRTimeline
AMERIFLEX GROUP, INC.5,500$26.3K0.01%new13F-HRTimeline
Advisory Services Network, LLC4,412$21.1K<0.01%new13F-HRTimeline
Allworth Financial LP3,662$17.5K<0.01%+1,00013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,150$10.3K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,965$9.39K<0.01%-23,50613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,000$4.84K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…831$3.98K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc163$779<0.01%+813F-HRTimeline