$EDF

$4.21 -$0.04 (0.94%) Close

$EDF Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 32.2M shares outstanding

Who owns EDF?

By type of holder

Institutions 11.8% Insiders 0.0% Everyone else 88.2%

Concentration Top 10 holders own 8.9%

Morgan Stanley 3.2% · J.W. Cole Advisors, Inc. 1.1%

Institutional ownership

11.8%

+0.3 pts vs last qtr

Institutional holders

-4 vs last qtr

Net shares bought

+101.1K

by institutions in Q2 2026

New / sold out

9 / 13

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

J.W. Cole Advisors, Inc. NEW +348.9K
Guggenheim Capital LLC +125.5K

Biggest sellers in Q2 2026

Absolute Investment Advisers, LLC SOLD OUT −246.8K
Envestnet Asset Management Inc SOLD OUT −198.9K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Virtus Stone Harbor Emerging Markets Income Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Virtus Stone Harbor Emerging Markets Income Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years37% 3–5 years9% 1–3 years15% Under 1 year39%

Quarterly turnover

24.8%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting EDF on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	1.0M	3.21%	+26.5K (+2.6%)	≤2021	0.0%
Shares held by quarter Peak holding1.4M (Q1'25) Change over 8 quarters−29.1K Share of the company3.210% Morgan Stanley's full portfolio →
JC J.W. Cole Advisors, Inc.	348.9K	1.08%	NEW	Q2 '26	0.0%
Shares held by quarter Peak holding395.4K (Q3'25) Change over 8 quarters+174.7K Share of the company1.080% J.W. Cole Advisors, Inc.'s full portfolio →

Morgan Stanley

1.0M

% of company

3.21%

Change vs last qtr

+26.5K (+2.6%)

Held since

≤2021

J.W. Cole Advisors, Inc.

348.9K

% of company

1.08%

Change vs last qtr

NEW

Held since

Q2 '26

28 more super investors behind a free account

See every manager holding Virtus Stone Harbor Emerging Markets Income Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting EDF on Form N-PORT; together they hold 0.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
MC Modern Capital Tactical Income Fund Modern Capital Funds Trust	$751K	134.6K	0.42%	1.11%	June 30, 2026
GH Goose Hollow Tactical Allocation ETF Collaborative Investment Series Trust	$133K	23.8K	0.07%	0.32%	June 30, 2026

Modern Capital Tactical Income Fund

Modern Capital Funds Trust

Position value

$751K

% of company

0.42%

% of the fund

1.11%

As of

June 30, 2026

Goose Hollow Tactical Allocation ETF

Collaborative Investment Series Trust

Position value

$133K

% of company

0.07%

% of the fund

0.32%

As of

June 30, 2026

1 more funds behind a free account

See every fund holding Virtus Stone Harbor Emerging Markets Income Fund and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MC Mcdaniel Connie D Insider	2.5K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Mcdaniel Connie D's insider activity →

Mcdaniel Connie D

Insider

2.5K

% of company

0.01%

Change vs last qtr

—

Held since

—

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