13F Insight
DOSSIER · 13F Holders · Q3 2026
XSORX

SOURCE CAPITAL

60 institutions still hold SOURCE CAPITAL as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 836144303·60 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$65M
visible holders
Holders
60
filers reporting
Concentration
22.35%
DKM Wealth Management, Inc. #1
top holder share
AI Holders Summary · Q3 2026

60 institutions reported XSORX in Q3 2026. DKM Wealth Management, Inc. leads at 22.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
DKM Wealth Management, Inc.
CIK 0002055833
$14M319K9.17%Q3 202602
D.A. DAVIDSON & CO.
CIK 0001080107
$8M167K0.04%Q2 202603
Shaker Financial Services, LLC
CIK 0001511794
$6M126K1.89%Q3 202604
DIVERSIFIED MANAGEMENT INC
CIK 0000922372
$6M122K0.97%Q3 202605
Hara Capital LLC
CIK 0002010015
$5M100K2.41%Q2 202606
MORGAN STANLEY
CIK 0000895421
$4M91K0.00%Q2 202607
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$3M76K0.00%Q2 202608
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$3M75K0.05%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M68K0.00%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M58K0.00%Q2 202611
Invesco Ltd.
CIK 0000914208
$2M34K0.00%Q2 202612
Anchor Investment Management, LLC
CIK 0001634149
$1M29K0.10%Q2 202613
Smith Asset Management Co., LLC
CIK 0002068217
$1M25K0.94%Q3 202614
US BANCORP \DE\
CIK 0000036104
$1M25K0.00%Q2 202615
Keating Financial Advisory Services, Inc.
CIK 0002103443
$1M23K0.14%Q2 202616
LPL Financial LLC
CIK 0001403438
$966K21K0.00%Q2 202617
&PARTNERS
CIK 0000107136
$726K16K0.00%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$695K15K0.00%Q2 202619
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$647K14K0.02%Q2 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$645K14K0.00%Q2 2026
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