INDEPENDENT FINANCIAL GROUP, LLC
Position in EFR — Eaton Vance Senior Floating-Rate Trust
CIK 275484
SAN DIEGO, CA
Position in EFR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$141,520
-$12,000 QoQ
Shares Held
13,427
-2.6% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EFR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $154,834,786 across 101 Asset Management names. EFR ranks #91 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,156,813 | $19,214,663 | |
| 2 | FSK |
FS KKR Capital Corp
|
1,396,710 | $14,218,507 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
731,544 | $12,516,717 | |
| 4 | PSEC |
Prospect Capital Corp
|
3,460,351 | $9,031,516 | |
| 5 | ARCC |
Ares Capital Corp
|
273,308 | $4,925,010 | |
| 6 | PFL |
Pimco Income Strategy Fund
|
550,155 | $4,401,240 | |
| 7 | FSCO |
FS Credit Opportunities Corp.
|
815,511 | $4,159,106 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
366,801 | $3,972,454 |
All Filings in EFR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $141,520 | 13,427 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $153,520 | 13,781 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $156,739 | 13,701 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $165,741 | 13,675 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $178,237 | 14,550 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $183,680 | 14,350 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||