STONE HBR EMERG MRKTS INC FD

CUSIP: 86164T107 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
MORGAN STANLEY921,403$4,579
J.W. COLE ADVISORS, INC.364,258$1,810
ABSOLUTE INVESTMENT ADVISERS, LLC354,958$1,771
LPL Financial LLC237,448$1,180
WEDBUSH SECURITIES INC230,442$1
Baird Financial Group, Inc.187,011$929
RAYMOND JAMES FINANCIAL INC134,080$666
NewEdge Advisors, LLC127,596$634
Kestra Advisory Services, LLC113,455$564
Moors & Cabot, Inc.98,000$487
Dynamic Advisor Solutions LLC93,193$463
JOURNEY STRATEGIC WEALTH LLC87,000$432
ECLECTIC ASSOCIATES INC /ADV76,223$379
Quarry LP67,608$336
NOMURA HOLDINGS INC40,000$199
Arlington Capital Management, Inc.29,972$149
KESTRA PRIVATE WEALTH SERVICES, LLC27,582$137
OSAIC HOLDINGS, INC.25,471$127
CREATIVE FINANCIAL DESIGNS INC /ADV21,650$108
MELFA WEALTH MANAGEMENT, LLC21,557$107
WOLVERINE ASSET MANAGEMENT LLC18,927$94
UBS Group AG16,991$84
STIFEL FINANCIAL CORP16,920$84
Kovack Advisors, Inc.15,554$77
M3 Advisory Group, LLC15,100$75
Sequoia Financial Advisors, LLC15,093$75
CoreCap Advisors, LLC14,939$74
CITADEL ADVISORS LLC13,657$68
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.13,284$66
Cetera Investment Advisers13,168$65
GREAT VALLEY ADVISOR GROUP, INC.12,900$64
One Capital Management, LLC12,446$62
Next Capital Management LLC10,000$50
WELLS FARGO & COMPANY/MN9,113$45
ROYAL BANK OF CANADA7,818$39
BANK OF AMERICA CORP /DE/4,983$25
Allworth Financial LP2,662$13
HIGHLINE WEALTH PARTNERS LLC2,150$11
Thomas J. Herzfeld Advisors, Inc.2,052$10
MAI Capital Management1,000$5
TCTC Holdings, LLC600$3
CWM, LLC583$0
Ronald Blue Trust, Inc.525$3
IFP Advisors, Inc155$1
Total (44 institutions)3,479,527$16,153