| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 322,443 | 13,719,000 | 80.98% | ||
| 2 | Curi Capital, LLC | 69,462 | 2,956,000 | 17.45% | ||
| 3 | ArchPoint Investors | 6,285 | 267,000 | 1.58% |
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.
