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1ST Source Corp (SRCE)

CUSIP: 336901103 | NYSE | Financial Services · Banks - Regional | Small Cap | 497 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AOliver Cromwell Carmichael III1,228,2404.9%Newly reportedMar 31, 2026No 13F filer matched
13G/AOliver Cromwell Carmichael III1,228,240
4.9% of class · Mar 31, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,403,810
0.0% of portfolio›$118.6M
Boston Trust Walden Corp367,495
0.3% of portfolio›$31.1M
Granite Investment Partners, LLC81,792
0.4% of portfolio›$6.9M
Isthmus Partners, LLC56,207
0.5% of portfolio›$4.7M
Principal Financial Group Inc45,591
0.0% of portfolio›$3.9M
Sterling Capital Management LLC32,515
0.1% of portfolio›$2.7M
Indiana Trust & Investment Management Co29,998
0.7% of portfolio›$2.5M
Values First Advisors, Inc.26,802
1.1% of portfolio›$2.3M
Linden Thomas Advisory Services, LLC25,215
0.2% of portfolio›$2.1M
Rosenthal | Henry Capital Advisors, Inc.25,000
1.9% of portfolio›$2.1M
Creative Planning19,967
0.0% of portfolio›$1.7M
Citigroup Inc19,299
0.0% of portfolio›$1.6M
Jackson Creek Investment Advisors LLC18,032
1.2% of portfolio›$1.5M
Mirae Asset Global Investments Co., Ltd.16,983
0.0% of portfolio›$1.4M
Ellsworth Advisors, LLC11,809
0.2% of portfolio›$997.9K
Midwest Trust Co10,596
0.0% of portfolio›$895.4K
Allspring Global Investments Holdings, LLC8,165
0.0% of portfolio›$701.7K
Counterpoint Mutual Funds LLC8,076
0.1% of portfolio›$682.4K
Inspire Investing, LLC7,548
0.0% of portfolio›$637.8K
Eddie Patel Inc7,241
0.4% of portfolio›$611.9K
Alps Advisors Inc6,639
0.0% of portfolio›$561.0K
Wealth Enhancement Advisory Services, LLC6,455
0.0% of portfolio›$548.7K
North Star Investment Management Corp.5,349
0.0% of portfolio›$452.0K
Arizona State Retirement System4,744
0.0% of portfolio›$400.9K
Hennion & Walsh Asset Management, Inc.4,524
0.0% of portfolio›$382.3K
Truist Financial Corp4,336
0.0% of portfolio›$366.4K
KFG Wealth Management, LLC4,024
0.0% of portfolio›$340.0K
Quadrant Capital Group LLC3,991
0.0% of portfolio›$335.5K
Harbour Trust & Investment Management Co3,758
0.0% of portfolio›$317.6K
AMI Investment Management Inc3,440
0.1% of portfolio›$290.7K
Swiss Life Asset Management Ltd3,005
0.0% of portfolio›$253.9K
Kestra Private Wealth Services, LLC2,670
0.0% of portfolio›$225.6K
Pictet Asset Management Holding SA2,603
0.0% of portfolio›$220.0K
New York State Teachers Retirement System1,675
0.0% of portfolio›$142.0K
Nisa Investment Advisors, LLC1,181
0.0% of portfolio›$99.8K
CX Institutional1,031
0.0% of portfolio›$87
State of Alaska, Department of Revenue899
0.0% of portfolio›$75
IFP Advisors, Inc884
0.0% of portfolio›$74.7K
USA Financial Formulas841
0.0% of portfolio›$71.1K
Pinnacle Wealth Planning Services, Inc.502
0.0% of portfolio›$42.4K
EverSource Wealth Advisors, LLC472
0.0% of portfolio›$39.9K
Gamma Investing LLC351
0.0% of portfolio›$29.7K
Versant Capital Management, Inc259
0.0% of portfolio›$21.9K
Farther Finance Advisors, LLC178
0.0% of portfolio›$15.0K
Parallel Advisors, LLC174
0.0% of portfolio›$14.7K
SBI Securities Co., Ltd.170
0.0% of portfolio›$14.4K
Signaturefd, LLC134
0.0% of portfolio›$11.3K
Essential Partners LLC104
0.0% of portfolio›$8.8K
SJS Investment Consulting Inc.103
0.0% of portfolio›$8.7K
Concord Wealth Partners79
0.0% of portfolio›$6.7K
Root Financial Partners, LLC56
0.0% of portfolio›$4.7K
Ares Financial Consulting, LLC32
0.0% of portfolio›$2.7K
Parkside Financial Bank & Trust30
0.0% of portfolio›$2.5K
Fortitude Family Office, LLC27
0.0% of portfolio›$2.3K
True Wealth Design, LLC24
0.0% of portfolio›$2.0K
Clark Wealth Partners21
0.0% of portfolio›$1.8K
Physician Wealth Advisors, Inc.17
0.0% of portfolio›$1.4K
Bare Financial Services, Inc15
0.0% of portfolio›$1.3K
Covestor Ltd4
0.0% of portfolio›$0
GK Wealth Management LLC2
0.0% of portfolio›$153
TD Waterhouse Canada Inc.1
0.0% of portfolio›$86
Hughes Financial Services, LLC1
0.0% of portfolio›$88
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,403,810$118.6M0.0%IndexLowAustin, TX2026-11-04
Boston Trust Walden Corp
367,495$31.1M0.3%CoreLowBoston, MA2026-10-30
Granite Investment Partners, LLC
81,792$6.9M0.4%CoreMediumEl Segundo, CA2026-11-04
Isthmus Partners, LLC
56,207$4.7M0.5%ValueMediumMadison, WI2026-10-21
Principal Financial Group Inc
45,591$3.9M0.0%CoreLowDes Moines, IA2026-11-02
Sterling Capital Management LLC
32,515$2.7M0.1%GARPMediumCharlotte, NC2026-10-22
Indiana Trust & Investment Management Co
29,998$2.5M0.7%GrowthLowMishawaka, IN2026-10-22
Values First Advisors, Inc.
26,802$2.3M1.1%CoreMediumJohnson City, TN2026-10-23
Linden Thomas Advisory Services, LLC
25,215$2.1M0.2%CoreLowCharlotte, NC2026-10-19
Rosenthal | Henry Capital Advisors, Inc.
25,000$2.1M1.9%Deep ValueLowMishawaka, IN2026-10-27
Creative Planning
19,967$1.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
19,299$1.6M0.0%CoreMediumNew York, NY2026-11-04
Jackson Creek Investment Advisors LLC
18,032$1.5M1.2%ValueVery HighCastle Rock, CO2026-11-04
Mirae Asset Global Investments Co., Ltd.
16,983$1.4M0.0%GrowthLowSeoul, Malaysia2026-11-03
Ellsworth Advisors, LLC
11,809$997.9K0.2%GARPHighHudson, OH2026-10-15
Midwest Trust Co
10,596$895.4K0.0%CoreLowOverland Park, KS2026-10-22
Allspring Global Investments Holdings, LLC
8,165$701.7K0.0%CoreMediumCharlotte, NC2026-11-04
Counterpoint Mutual Funds LLC
8,076$682.4K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
Inspire Investing, LLC
7,548$637.8K0.0%GARPHighMeridian, ID2026-10-22
Eddie Patel Inc
7,241$611.9K0.4%GARPVery HighChicago, IL2026-11-02
Alps Advisors Inc
6,639$561.0K0.0%YieldLowDenver, CO2026-11-03
Wealth Enhancement Advisory Services, LLC
6,455$548.7K0.0%CoreLowPlymouth, MN2026-10-13
North Star Investment Management Corp.
5,349$452.0K0.0%CoreLowChicago, IL2026-10-27
Arizona State Retirement System
4,744$400.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
Hennion & Walsh Asset Management, Inc.
4,524$382.3K0.0%ValueMediumParsippany, NJ2026-10-13
Truist Financial Corp
4,336$366.4K0.0%CoreLowCharlotte, NC2026-10-30
KFG Wealth Management, LLC
4,024$340.0K0.0%ETFMediumGranger, IN2026-10-16
Quadrant Capital Group LLC
3,991$335.5K0.0%CoreLowCincinnati, OH2026-10-20
Harbour Trust & Investment Management Co
3,758$317.6K0.0%GrowthLowMichigan City, IN2026-10-28
AMI Investment Management Inc
3,440$290.7K0.1%ETFLowKendallville, IN2026-10-27
Swiss Life Asset Management Ltd
3,005$253.9K0.0%CoreLowZurich, Switzerland2026-11-03
Kestra Private Wealth Services, LLC
2,670$225.6K0.0%GrowthLowAustin, TX2026-10-30
Pictet Asset Management Holding SA
2,603$220.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
New York State Teachers Retirement System
1,675$142.0K0.0%CoreVery LowAlbany, NY2026-10-22
Nisa Investment Advisors, LLC
1,181$99.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
CX Institutional
1,031$870.0%CoreMediumAuburn, IN2026-10-02
State of Alaska, Department of Revenue
899$750.0%CoreVery LowJuneau, AK2026-10-15
IFP Advisors, Inc
884$74.7K0.0%GrowthLowTampa, FL2026-10-16
USA Financial Formulas
841$71.1K0.0%ETFVery HighAda, MI2026-10-16
Pinnacle Wealth Planning Services, Inc.
502$42.4K0.0%GARPLowMansfield, OH2026-10-27
EverSource Wealth Advisors, LLC
472$39.9K0.0%CoreMediumBirmingham, AL2026-11-04
Gamma Investing LLC
351$29.7K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
259$21.9K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
178$15.0K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
174$14.7K0.0%IndexLowSan Francisco, CA2026-11-03
SBI Securities Co., Ltd.
170$14.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Signaturefd, LLC
134$11.3K0.0%IndexLowAtlanta, GA2026-10-23
Essential Partners LLC
104$8.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
103$8.7K0.0%ETFVery LowSylvania, OH2026-10-26
Concord Wealth Partners
79$6.7K0.0%GrowthLowAbingdon, VA2026-11-02
Root Financial Partners, LLC
56$4.7K0.0%ETFMediumEncinitas, CA2026-10-21
Ares Financial Consulting, LLC
32$2.7K0.0%CoreLowCalabasas, CA2026-10-19
Parkside Financial Bank & Trust
30$2.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Fortitude Family Office, LLC
27$2.3K0.0%ETFMediumScottsdale, AZ2026-10-14
True Wealth Design, LLC
24$2.0K0.0%ETFMediumAkron, OH2026-10-13
Clark Wealth Partners
21$1.8K0.0%ETFVery LowO'Fallon, IL2026-10-19
Physician Wealth Advisors, Inc.
17$1.4K0.0%ETFMediumMidvale, UT2026-10-20
Bare Financial Services, Inc
15$1.3K0.0%ETFVery LowGap, PA2026-11-04
Covestor Ltd
4$00.0%ValueHighLondon, United Kingdom2026-10-30
GK Wealth Management LLC
2$1530.0%GARPVery HighReno, NV2026-10-09
TD Waterhouse Canada Inc.
1$860.0%CoreLowToronto, Australia2026-10-16
Hughes Financial Services, LLC
1$880.0%ETFLowHerndon, VA2026-10-30