13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$66M
visible holders
Holders
59
filers reporting
Concentration
21.22%
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 21.2% 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
$14M301K10.07%Q1 202602
D.A. DAVIDSON & CO.
CIK 0001080107
$8M167K0.04%Q2 202603
Shaker Financial Services, LLC
CIK 0001511794
$7M154K2.22%Q2 202604
DIVERSIFIED MANAGEMENT INC
CIK 0000922372
$6M121K1.19%Q2 202605
MORGAN STANLEY
CIK 0000895421
$4M90K0.00%Q1 202606
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$3M75K0.05%Q2 202607
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$3M75K0.00%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M68K0.00%Q1 202609
Hara Capital LLC
CIK 0002010015
$3M65K1.50%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M59K0.00%Q1 202611
Keating Financial Advisory Services, Inc.
CIK 0002103443
$2M41K0.31%Q1 202612
Anchor Investment Management, LLC
CIK 0001634149
$1M32K0.12%Q1 202613
Invesco Ltd.
CIK 0000914208
$1M32K0.00%Q1 202614
Smith Asset Management Co., LLC
CIK 0002068217
$1M28K1.01%Q2 202615
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$1M26K0.03%Q2 202616
US BANCORP \DE\
CIK 0000036104
$1M25K0.00%Q1 202617
LPL Financial LLC
CIK 0001403438
$987K21K0.00%Q1 202618
&PARTNERS
CIK 0000107136
$686K15K0.00%Q1 202619
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$684K15K0.03%Q4 202520
Chemistry Wealth Management LLC
CIK 0001910183
$652K14K0.10%Q2 2026
Page 1 of 3
39 more holders available. Log in →