Position in FT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$107,029
-$41,539 QoQ
Shares Held
13,362
-28.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in FT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,029 | 13,362 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $148,568 | 18,571 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $149,680 | 18,617 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $147,264 | 19,326 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $160,260 | 21,283 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $267,480 | 36,591 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $298,158 | 39,439 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $261,347 | 38,377 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $277,771 | 41,833 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $277,883 | 41,787 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $265,061 | 41,742 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $253,721 | 37,700 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $237,785 | 33,350 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $147,387 | 21,900 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||