Institutional Ownership
Virtus Stone Hbr Emrg Mkts I
CUSIP 86164T107COMEDFQ1 2026
13D / 13G Filings
13
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
20.9%
Max % of class reported
Institutional Holders
49
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
13 filings · latest Mar 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 6, 2026 | First Trust Portfolios L.P. | 13G/A | 12.5% | 4.01M | SEC |
| 2 | Jan 14, 2026 | First Trust Portfolios L.P. | 13G/A | 18.1% | 5.80M | SEC |
| 3 | Jul 21, 2025 | First Trust Portfolios L.P. | 13G/A | 20.9% | 6.50M | SEC |
| 4 | Apr 16, 2025 | First Trust Portfolios L.P. | 13G/A | 19.2% | 5.86M | SEC |
| 5 | May 7, 2024 | First Trust Portfolios LP | 13G/A | 17.7% | 5.14M | SEC |
| 6 | Mar 8, 2024 | First Trust Portfolios LP | 13G/A | 11.8% | 3.43M | SEC |
| 7 | Feb 9, 2024 | Morgan Stanley | 13G/A | 2.1% | 620.7K | SEC |
| 8 | Jan 17, 2024 | First Trust Portfolios LP | 13G/A | 9.3% | 2.69M | SEC |
| 9 | Feb 10, 2023 | Morgan Stanley | 13G | 6.7% | 1.14M | SEC |
| 10 | Jan 18, 2023 | First Trust Portfolios LP | 13G/A | 6.8% | 1.17M | SEC |
3 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Virtus Stone Hbr Emrg Mkts I.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 1.01M | $4.81M |
| 2 | Absolute Investment Advisers, LLC | 246.8K | $1.18M |
| 3 | Lpl Financial LLC | 237.1K | $1.13M |
| 4 | Envestnet Asset Management Inc | 198.9K | $950.8K |
| 5 | Baird Financial Group, Inc. | 198.3K | $947.7K |
| 6 | Raymond James Financial Inc | 194.5K | $929.6K |
| 7 | Guggenheim Capital LLC | 164.8K | $787.6K |
| 8 | Kestra Advisory Services, LLC | 137.9K | $659.2K |
| 9 | Eclectic Associates Inc /Adv | 123.5K | $590.2K |
| 10 | Journey Strategic Wealth LLC | 101.0K | $482.8K |