Sigma Planning Corp
Position in EFR — Eaton Vance Senior Floating-Rate Trust
CIK 1449126
ANN ARBOR, MI
Position in EFR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$153,074
+$898 QoQ
Shares Held
14,441
+0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
of 101 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sigma Planning Corp holds $28,941,778 across 43 Asset Management names. EFR ranks #33 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
171,155 | $3,171,502 | |
| 2 | TROW |
Price T Rowe Group Inc
|
22,229 | $2,527,215 | |
| 3 | BEN |
Franklin Resources Inc
|
63,766 | $2,121,494 | |
| 4 | MSIF |
Msc Income Fund, Inc.
|
182,577 | $2,112,415 | |
| 5 | BX |
Blackstone Inc.
|
14,626 | $1,721,041 | |
| 6 | UTG |
Reaves Utility Income Fund
|
37,286 | $1,518,285 | |
| 7 | MAIN |
Main Street Capital CORP
|
27,001 | $1,400,811 | |
| 8 | FSK |
FS KKR Capital Corp
|
124,538 | $1,307,649 |
All Filings in EFR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,074 | 14,441 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $152,176 | 14,438 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $160,716 | 14,427 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $164,987 | 14,422 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $173,255 | 14,295 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $173,925 | 14,198 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $171,712 | 13,415 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $170,837 | 13,399 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $176,174 | 13,469 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $192,374 | 14,764 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $227,353 | 18,774 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $184,886 | 15,735 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $174,674 | 15,417 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $158,870 | 14,522 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $179,748 | 16,179 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $200,896 | 16,373 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $172,224 | 12,843 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $178,330 | 12,082 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $176,401 | 12,074 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $388,049 | 27,424 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $375,984 | 27,265 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $341,367 | 26,816 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $310,846 | 26,728 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $138,070 | 12,197 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||