| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 363,134 | 12,488,000 | 96.16% | ||
| 2 | Geneva Advisors, LLC | 8,235 | 283,000 | 2.18% | ||
| 3 | ArchPoint Investors | 6,285 | 216,000 | 1.66% |
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.
