CUSIP 86164T107
VIRTUS STONE HBR EMRG MKTS I
79 institutions · $18.0M total · 3,949,651 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 921,402 | $4.6M | 23.32% | 2025-12-31 |
| 2 | J.W. COLE ADVISORS, INC. | 364,258 | $1.8M | 9.22% | 2025-12-31 |
| 3 | ABSOLUTE INVESTMENT ADVISERS LLC | 354,958 | $1.8M | 8.98% | 2025-12-31 |
| 4 | LPL Financial LLC | 237,448 | $1.2M | 6.01% | 2025-12-31 |
| 5 | Baird Financial Group, Inc. | 187,011 | $929.4K | 4.73% | 2025-12-31 |
| 6 | NewEdge Advisors, LLC | 127,596 | $634.2K | 3.23% | 2025-12-31 |
| 7 | RAYMOND JAMES FINANCIAL INC | 123,737 | $615.0K | 3.13% | 2025-12-31 |
| 8 | Kestra Advisory Services, LLC | 113,455 | $563.9K | 2.87% | 2025-12-31 |
| 9 | Moors & Cabot, Inc. | 98,000 | $487.1K | 2.48% | 2025-12-31 |
| 10 | Dynamic Advisor Solutions LLC | 93,193 | $463.2K | 2.35% | 2025-12-31 |
| 11 | JOURNEY STRATEGIC WEALTH LLC | 87,000 | $432.4K | 2.20% | 2025-12-31 |
| 12 | ECLECTIC ASSOCIATES INC /ADV | 76,223 | $378.8K | 1.92% | 2025-12-31 |
| 13 | Quarry LP | 67,608 | $336.0K | 1.71% | 2025-12-31 |
| 14 | Raymond James Financial Services Advisors, Inc. | 58,118 | $304.5K | 1.47% | 2024-09-30 |
| 15 | GUGGENHEIM CAPITAL LLC | 65,271 | $298.3K | 1.65% | 2023-06-30 |
| 16 | NOMURA HOLDINGS INC | 40,000 | $198.8K | 1.01% | 2025-12-31 |
| 17 | Arlington Capital Management, Inc. | 29,972 | $149.0K | 0.75% | 2025-12-31 |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | 27,582 | $137.1K | 0.69% | 2025-12-31 |
| 19 | TWO SIGMA SECURITIES, LLC | 27,584 | $121.9K | 0.69% | 2023-12-31 |
| 20 | INTEGRITY ALLIANCE, LLC. | 24,037 | $121.6K | 0.60% | 2025-03-31 |
| 21 | ADVISOR GROUP HOLDINGS, INC. | 24,266 | $120.6K | 0.61% | 2025-12-31 |
| 22 | SFI Advisors, LLC | 23,409 | $118.5K | 0.59% | 2025-03-31 |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,820 | $110.2K | 0.55% | 2025-09-30 |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | 21,650 | $107.6K | 0.54% | 2025-12-31 |
| 25 | MELFA WEALTH MANAGEMENT, LLC | 21,557 | $107.1K | 0.54% | 2025-12-31 |
| 26 | WOLVERINE ASSET MANAGEMENT LLC | 18,927 | $94.1K | 0.47% | 2025-12-31 |
| 27 | Naviter Wealth, LLC | 18,608 | $94.0K | 0.47% | 2025-06-30 |
| 28 | SIGNET FINANCIAL MANAGEMENT, LLC | 20,242 | $91.3K | 0.51% | 2023-09-30 |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 16,614 | $89.9K | 0.42% | 2024-03-31 |
| 30 | STIFEL FINANCIAL CORP | 16,920 | $84.1K | 0.42% | 2025-12-31 |
| 31 | JANE STREET GROUP, LLC | 16,368 | $82.7K | 0.41% | 2025-09-30 |
| 32 | UBS Group AG | 15,672 | $77.9K | 0.39% | 2025-12-31 |
| 33 | Kovack Advisors, Inc. | 15,554 | $77.3K | 0.39% | 2025-12-31 |
| 34 | M3 Advisory Group, LLC | 15,100 | $75.0K | 0.38% | 2025-12-31 |
| 35 | Sequoia Financial Advisors, LLC | 15,093 | $75.0K | 0.38% | 2025-12-31 |
| 36 | CoreCap Advisors, LLC | 14,939 | $74.2K | 0.37% | 2025-12-31 |
| 37 | CITADEL ADVISORS LLC | 13,657 | $67.9K | 0.34% | 2025-12-31 |
| 38 | Cetera Investment Advisers | 13,168 | $65.4K | 0.33% | 2025-12-31 |
| 39 | GREAT VALLEY ADVISOR GROUP, INC. | 12,900 | $64.1K | 0.32% | 2025-12-31 |
| 40 | One Capital Management, LLC | 12,446 | $61.9K | 0.31% | 2025-12-31 |
| 41 | B. Riley Wealth Advisors, Inc. | 13,423 | $60.5K | 0.33% | 2023-09-30 |
| 42 | TOWNSQUARE CAPITAL LLC | 13,246 | $55.1K | 0.33% | 2023-03-31 |
| 43 | Ameritas Advisory Services, LLC | 10,880 | $54.9K | 0.27% | 2025-09-30 |
| 44 | Cetera Advisors LLC | 10,074 | $54.5K | 0.25% | 2024-03-31 |
| 45 | RAYMOND JAMES & ASSOCIATES | 10,343 | $54.2K | 0.26% | 2024-09-30 |
| 46 | Atria Wealth Solutions, Inc. | 11,200 | $52.6K | 0.28% | 2024-12-31 |
| 47 | Next Capital Management LLC | 10,000 | $49.7K | 0.25% | 2025-12-31 |
| 48 | WELLS FARGO & COMPANY/MN | 9,113 | $45.3K | 0.23% | 2025-12-31 |
| 49 | Luken Investment Analytics, LLC | 10,000 | $44.2K | 0.25% | 2023-12-31 |
| 50 | Plante Moran Financial Advisors, LLC | 7,801 | $42.2K | 0.19% | 2024-03-31 |
| 51 | Royal Bank of Canada | 7,818 | $39.0K | 0.19% | 2025-12-31 |
| 52 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6,923 | $34.4K | 0.17% | 2025-12-31 |
| 53 | Advisory Services Network, LLC | 6,009 | $30.3K | 0.15% | 2025-09-30 |
| 54 | BANK OF AMERICA CORP /DE/ | 4,983 | $25.2K | 0.12% | 2025-12-31 |
| 55 | Allworth Financial LP | 2,662 | $13.4K | 0.06% | 2025-12-31 |
| 56 | Coppell Advisory Solutions LLC | 2,527 | $13.2K | 0.06% | 2024-09-30 |
| 57 | FMR LLC | 2,341 | $11.8K | 0.05% | 2025-03-31 |
| 58 | HIGHLINE WEALTH PARTNERS LLC | 2,150 | $10.7K | 0.05% | 2025-12-31 |
| 59 | MONEY CONCEPTS CAPITAL CORP | 2,550 | $10.6K | 0.06% | 2023-03-31 |
| 60 | Thomas J. Herzfeld Advisors, Inc. | 2,052 | $10.2K | 0.05% | 2025-12-31 |
| 61 | MAI Capital Management | 1,000 | $5.0K | 0.02% | 2025-12-31 |
| 62 | American Portfolios Advisors | 337 | $4.4K | 0.00% | 2023-03-31 |
| 63 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 824 | $4.3K | 0.02% | 2024-09-30 |
| 64 | Lindbrook Capital, LLC | 969 | $4.0K | 0.02% | 2023-03-31 |
| 65 | TCTC Holdings, LLC | 600 | $3.0K | 0.01% | 2025-12-31 |
| 66 | MARYLAND CAPITAL ADVISORS INC. | 500 | $2.6K | 0.01% | 2024-06-30 |
| 67 | Ronald Blue Trust, Inc. | 525 | $2.6K | 0.01% | 2025-12-31 |
| 68 | COMERICA BANK | 477 | $2.5K | 0.01% | 2024-09-30 |
| 69 | BELLEVUE ASSET MANAGEMENT, LLC | 400 | $1.8K | 0.01% | 2023-12-31 |
| 70 | WEDBUSH SECURITIES INC | 230,442 | $1.1K | 5.83% | 2025-12-31 |
| 71 | IFP Advisors, Inc | 155 | $770 | 0.00% | 2025-12-31 |
| 72 | Larson Financial Group LLC | 104 | $561 | 0.00% | 2024-03-31 |
| 73 | Janney Montgomery Scott LLC | 51,442 | $278 | 1.30% | 2024-03-31 |
| 74 | HRT FINANCIAL LP | 27,844 | $140 | 0.70% | 2025-09-30 |
| 75 | Virtu Financial LLC | 13,779 | $63 | 0.34% | 2023-06-30 |
| 76 | JPMORGAN CHASE & CO | 1 | $5 | 0.00% | 2024-12-31 |
| 77 | CWM, LLC | 583 | $3 | 0.01% | 2025-12-31 |
| 78 | Sawyer & Company, Inc | 211 | $1 | 0.00% | 2023-12-31 |
| 79 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |