Source Capital (XSORX) institutional ownership

SOURCE CAPITAL · 13F, 2026Q2

Managers holding55
Shares held1,608,230
Reported value$73.9m
Quarter flows7 new, 21 added, 17 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
DKM Wealth Management, Inc.313,096$14.4m9.4%
D.A. DAVIDSON & CO.166,920$7.7m0.0%
Shaker Financial Services, LLC153,966$7.1m2.2%
DIVERSIFIED MANAGEMENT INC121,285$5.6m1.2%
Hara Capital LLC99,565$4.6m2.4%
MORGAN STANLEY90,877$4.2m0.0%
FIRST TRUST ADVISORS LP75,554$3.5m0.0%
Mesirow Financial Investment Management, Inc.75,409$3.5m0.1%
WELLS FARGO & COMPANY/MN67,504$3.1m0.0%
RAYMOND JAMES FINANCIAL INC58,017$2.7m0.0%
Invesco Ltd.33,952$1.6m0.0%
Smith Asset Management Co., LLC28,062$1.3m1.0%
Hennion & Walsh Asset Management, Inc.25,977$1.2m0.0%
US BANCORP \DE\24,800$1.1m0.0%
Keating Financial Advisory Services, Inc.22,786$1.0m0.1%
LPL Financial LLC21,025$966,4990.0%
&PARTNERS15,799$726,2720.0%
OSAIC HOLDINGS, INC.15,115$694,9630.0%
Chemistry Wealth Management LLC14,191$652,3600.1%
Baltimore-Washington Financial Advisors, Inc.14,067$646,6600.0%
BANK OF AMERICA CORP /DE/14,038$645,3370.0%
PECAUT & CO.13,601$625,2410.2%
READYSTATE ASSET MANAGEMENT LP12,280$564,5120.0%
AE Wealth Management LLC11,760$540,6070.0%
NWF Advisory Services Inc.11,751$540,1940.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XSORX"). XSORX price history · All 13F data

Get a free API keySee history bundlesDownload free samples