Position in IGR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$93,361
+$5,382 QoQ
Shares Held
20,252
+1.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 124 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IGR 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. IGR ranks #40 (0.3% 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 IGR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,361 | 20,252 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $87,979 | 20,041 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $87,249 | 19,920 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $102,604 | 19,962 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $104,847 | 19,820 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $101,151 | 19,603 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $90,418 | 18,798 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $117,583 | 17,897 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $89,661 | 17,790 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $77,170 | 14,344 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $63,270 | 14,060 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $72,079 | 13,782 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $71,504 | 13,466 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $74,461 | 12,995 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $74,831 | 12,969 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $87,236 | 12,016 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $107,114 | 11,849 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $115,473 | 11,795 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $117,474 | 14,052 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $123,384 | 14,005 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $109,051 | 13,963 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $75,074 | 10,912 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $64,883 | 10,850 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $61,908 | 10,370 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $54,092 | 10,323 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||