| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | 3,014,725 | 185,375,000 | 86.58% | ||
| 2 | SCOUT INVESTMENTS, INC. | 363,454 | 22,349,000 | 10.44% | ||
| 3 | Calvert Investment Management, Inc. | 64,372 | 3,958,000 | 1.85% | ||
| 4 | CONDOR CAPITAL MANAGEMENT | 10,813 | 665,000 | 0.31% | ||
| 5 | Ameritas Investment Partners, Inc. | 8,802 | 541,000 | 0.25% | ||
| 6 | Veritable, L.P. | 8,293 | 510,000 | 0.24% | ||
| 7 | World Asset Management Inc | 5,750 | 354,000 | 0.17% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 3,950 | 243,000 | 0.11% | ||
| 9 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1,150 | 71,000 | 0.03% | ||
| 10 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 800 | 49,000 | 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.