Institutional Ownership
Source Capital
CUSIP 836144303COM SHS OF BEN IXSORXQ1 2026
Institutional Holders
55
13F filers
Shares Held
1.47M
Aggregate institutional
Institutional Value
$67.90M
Q1 2026
Net New Holders
-4
5 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased20
Decreased18
Sold out9
Institutional Holders
55 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Dkm Wealth Management, Inc. | 301.4K | $13.96M | +6.6K | Added |
| 2 | D.A. Davidson & Co. | 169.3K | $7.84M | −729 | Reduced |
| 3 | Diversified Management Inc | 118.0K | $5.46M | +1.2K | Added |
| 4 | Morgan Stanley | 90.3K | $4.18M | −1.6K | Reduced |
| 5 | Mesirow Financial Investment Management, Inc. | 75.3K | $3.49M | +37.6K | Added |
| 6 | First Trust Advisors LP | 74.5K | $3.45M | +3.1K | Added |
| 7 | Wells Fargo & Company/Mn | 68.3K | $3.16M | +7.5K | Added |
| 8 | Hara Capital LLC | 64.7K | $3.00M | −25.7K | Reduced |
| 9 | Raymond James Financial Inc | 59.0K | $2.73M | +8.1K | Added |
| 10 | Keating Financial Advisory Services, Inc. | 41.3K | $1.91M | +15.7K | Added |
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