Institutional Ownership
Source Capital
CUSIP 836144303COM SHS OF BEN IXSORXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
55
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Dkm Wealth Management, Inc. | 301.4K | $13.96M |
| 2 | D.A. Davidson & Co. | 169.3K | $7.84M |
| 3 | Diversified Management Inc | 118.0K | $5.46M |
| 4 | Morgan Stanley | 90.3K | $4.18M |
| 5 | Mesirow Financial Investment Management, Inc. | 75.3K | $3.49M |
| 6 | First Trust Advisors LP | 74.5K | $3.45M |
| 7 | Wells Fargo & Company/Mn | 68.3K | $3.16M |
| 8 | Hara Capital LLC | 64.7K | $3.00M |
| 9 | Raymond James Financial Inc | 59.0K | $2.73M |
| 10 | Keating Financial Advisory Services, Inc. | 41.3K | $1.91M |