Inst. Holders
21 funds
EDF
Virtus Stone Harbor Emerging Markets Income Fund
$4.94 ▲ +1.86%
Prev close $4.855 New Institutional Positions
Snapshot
The big-picture read on EDF right now — valuation, ownership and activity at a glance.
Inst. Value
$13.7M
Inst. Activity
5 buys / 2 sells
Insider Activity
$7.1K buy / $0.00 sell
Insider Net $
$7.1K
Price chart 30d -5.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 20, 2026 Insider
MCDANIEL CONNIE D bought 1,367 shares
Director @ $5.20 ($7.1K)
Aug 7, 2026 earnings_calendar
EDF Q2 2026 Earnings Scheduled — 2026-08-07
Jun 30, 2026 Inst.
GUGGENHEIM CAPITAL LLC — ADD
290,241 shares ($1.6M)
Jun 30, 2026 Inst.
HighTower Advisors, LLC — DOUBLED
107,652 shares ($600.7K)
Analyst ratings
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Apr 10, 2015 | Bernstein | DOWNGRADE | Market Perform | 51% |
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 7, 2026
earnings_calendar
EDF Q2 2026 Earnings Scheduled — 2026-08-07
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Current FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
Institutional ownership
Which big funds own EDF (from quarterly 13F filings) and who is adding or trimming.
21 institutional holders with $13.7M total value (2,500,335 shares) as of 2026-Q2. Top holders: MORGAN, GUGGENHEIM, LPL. Net buying activity: 5 institutions added/increased vs 2 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 1,032,718 | $5.8M | 41.9% | ADD +34.8% |
| GUGGENHEIM CAPITAL LLC | 290,241 | $1.6M | 11.8% | ADD +76.2% |
| LPL Financial LLC | 231,796 | $1.3M | 9.4% | — |
| RAYMOND JAMES FINANCIAL INC | 204,258 | $1.1M | 8.3% | — |
| Baird Financial Group, Inc. | 202,214 | $1.1M | 8.2% | ADD +42.4% |
| HighTower Advisors, LLC | 107,652 | $600.7K | 4.4% | DOUBLED +688.5% |
| Kestra Advisory Services, LLC | 91,185 | $508.8K | 3.7% | TRIM -33.9% |
| Invesco Ltd. | 49,923 | $278.6K | 2.0% | — |
| Private Advisor Group, LLC | 49,685 | $277.2K | 2.0% | ADD +25.2% |
| NewEdge Advisors, LLC | 38,424 | $214.4K | 1.6% | TRIM -60.3% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | ADD | 164,764 | 290,241 | +76.2% | $1.6M |
| HighTower Advisors, LLC | DOUBLED | 13,652 | 107,652 | +688.5% | $600.7K |
| Kestra Advisory Services, LLC | TRIM | 137,908 | 91,185 | -33.9% | $508.8K |
| Private Advisor Group, LLC | ADD | 39,685 | 49,685 | +25.2% | $277.2K |
| NewEdge Advisors, LLC | TRIM | 96,905 | 38,424 | -60.3% | $214.4K |
| UBS Group AG | ADD | 16,213 | 24,235 | +49.5% | $135.2K |
| OSAIC HOLDINGS, INC. | DOUBLED | 1,965 | 6,810 | +246.6% | $38.0K |
| WELLS FARGO & COMPANY/MN | DOUBLED | 9,113 | 31,814 | +249.1% | $152.1K |
| NOMURA HOLDINGS INC | TRIM | 40,000 | 20,000 | -50.0% | $95.6K |
| WOLVERINE ASSET MANAGEMENT LLC | TRIM | 18,927 | 7,362 | -61.1% | $35.2K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
1 insiders, 1 transactions. Net $7.1K — $7.1K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | MCDANIEL CONNIE D | Director | BUY | 1,367 | $5.20 | $7.1K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EDF.
Shares short
239,491
Settlement Sep 15, 2026
Change vs prior
+124.1%
Semi-monthly cycle
Days to cover
1.6
At avg daily volume