| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 495,005 | 13,272,000 | 98.22% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 8,000 | 214,000 | 1.58% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1,000 | 27,000 | 0.20% |
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.
