| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | 2,762,755 | 201,902,000 | 76.54% | ||
| 2 | SCOUT INVESTMENTS, INC. | 613,584 | 44,841,000 | 17.00% | ||
| 3 | Independence Capital Asset Partners, LLC | 124,046 | 9,065,000 | 3.44% | ||
| 4 | KEELEY ASSET MANAGEMENT CORP | 27,580 | 2,016,000 | 0.76% | ||
| 5 | CG Asset Management LLC | 16,525 | 1,208,000 | 0.46% | ||
| 6 | MONTAG A & ASSOCIATES INC | 15,600 | 1,140,000 | 0.43% | ||
| 7 | BOYAR ASSET MANAGEMENT INC. | 12,190 | 891,000 | 0.34% | ||
| 8 | CONDOR CAPITAL MANAGEMENT | 10,590 | 774,000 | 0.29% | ||
| 9 | Ameritas Investment Partners, Inc. | 9,047 | 661,000 | 0.25% | ||
| 10 | Veritable, L.P. | 7,844 | 573,000 | 0.22% | ||
| 11 | World Asset Management Inc | 5,820 | 425,000 | 0.16% | ||
| 12 | J.P. Morgan Private Wealth Advisors LLC | 3,265 | 239,000 | 0.09% | ||
| 13 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 800 | 58,000 | 0.02% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.