VIRTUS STONE HBR EMRG MKTS I COM is a security (CUSIP 86164T107) tracked across SEC portfolio filings. 49 institutional managers reported $17.4M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $641K via N-PORT as of 2026-03-31.
Showing 15 of 49 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | $4.8M | 1,006,202 |
| J.W. COLE ADVISORS, INC. | TAMPA, FL | $1.9M | 348,927 |
| LPL Financial LLC | FORT MILL, SC | $1.1M | 237,139 |
| Baird Financial Group, Inc. | MILWAUKEE, WI | $948K | 198,261 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $930K | 194,478 |
| GUGGENHEIM CAPITAL LLC | Chicago, IL | $788K | 164,764 |
| ECLECTIC ASSOCIATES INC /ADV | FULLERTON, CA | $709K | 127,002 |
| HighTower Advisors, LLC | CHICAGO, IL | $601K | 107,652 |
| Dynamic Advisor Solutions LLC | PHOENIX, AZ | $519K | 92,964 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $509K | 91,185 |
| JOURNEY STRATEGIC WEALTH LLC | SUMMIT, NJ | $483K | 101,000 |
| Quarry LP | NEW YORK, NY | $472K | 98,811 |
| NewEdge Advisors, LLC | New Orleans, LA | $463K | 96,905 |
| Moors & Cabot, Inc. | BOSTON, MA | $452K | 94,576 |
| CoreCap Advisors, LLC | SOUTHFIELD, MI | $450K | 80,716 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Modern Capital Tactical Income Fund | Modern Capital Funds Trust | $641K | 91.22% |