# VIRTUS STONE HBR EMRG MKTS I COM

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.

## Summary

- Issuer: VIRTUS STONE HBR EMRG MKTS I
- Class: COM
- CUSIP: 86164T107
- Asset category: EC
- 13F holders: 49
- 13F value: $17.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $641K
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_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.](https://search.stillhousedata.com/firm/112294) | TAMPA, FL | $1.9M | 348,927 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/111041) | FULLERTON, CA | $709K | 127,002 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | 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](https://search.stillhousedata.com/firm/310648) | 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.](https://search.stillhousedata.com/firm/594) | BOSTON, MA | $452K | 94,576 |
| [CoreCap Advisors, LLC](https://search.stillhousedata.com/firm/158819) | SOUTHFIELD, MI | $450K | 80,716 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Modern Capital Tactical Income Fund](https://search.stillhousedata.com/fund/S000069477) | Modern Capital Funds Trust | $641K | 91.22% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/86164T107.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.