13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
XSORX

SOURCE CAPITAL

59 institutions still hold SOURCE CAPITAL as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 836144303·59 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.6%
vs prior quarter
13F value held
$61M
51.0% inst. owned
of float
Holders
59
+130 QoQ
filers reporting
Activity
+8 / −17
+1,027 added · −914 reduced
this quarter
Concentration
22.97%
DKM Wealth Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

59 institutions reported XSORX in Q1 2026. DKM Wealth Management, Inc. leads at 23.0% of the visible book. +130 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
DKM Wealth Management, Inc.
CIK 0002055833
$14M301K10.07%Q1 202602
D.A. DAVIDSON & CO.
CIK 0001080107
$8M169K0.05%Q1 202603
DIVERSIFIED MANAGEMENT INC
CIK 0000922372
$5M118K0.94%Q1 202604
MORGAN STANLEY
CIK 0000895421
$4M90K0.00%Q1 202605
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$3M75K0.06%Q1 202606
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$3M75K0.00%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M68K0.00%Q1 202608
Hara Capital LLC
CIK 0002010015
$3M65K1.50%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M59K0.00%Q1 202610
Keating Financial Advisory Services, Inc.
CIK 0002103443
$2M41K0.31%Q1 202611
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$1M32K0.05%Q1 202612
Anchor Investment Management, LLC
CIK 0001634149
$1M32K0.12%Q1 202613
Invesco Ltd.
CIK 0000914208
$1M32K0.00%Q1 202614
Shaker Financial Services, LLC
CIK 0001511794
$1M30K0.49%Q1 202615
Smith Asset Management Co., LLC
CIK 0002068217
$1M28K1.12%Q1 202616
US BANCORP \DE\
CIK 0000036104
$1M25K0.00%Q1 202617
LPL Financial LLC
CIK 0001403438
$987,15221K0.00%Q1 202618
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$888,00119K0.02%Q1 202619
Chemistry Wealth Management LLC
CIK 0001910183
$727,03916K0.13%Q1 202620
&PARTNERS
CIK 0000107136
$686,34915K0.00%Q1 2026
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