Source Capital Inc (XSORX)

CUSIP: 836144303 | US | 83 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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DKM Wealth Management, Inc.318,676

9.2% of portfolio$14.5M

D.A. Davidson & Co.169,153

0.0% of portfolio$7.7M

Shaker Financial Services, LLC125,834

1.9% of portfolio$5.7M

Diversified Management Inc122,077

1.0% of portfolio$5.5M

Hara Capital LLC107,069

2.3% of portfolio$4.9M

Mesirow Financial Investment Management, Inc.75,470

0.1% of portfolio$3.4M

Smith Asset Management Co., LLC25,455

0.9% of portfolio$1.2M

US Bancorp \de\24,800

0.0% of portfolio$1.1M

Chemistry Wealth Management LLC14,160

0.1% of portfolio$643.3K

Pecaut & Co.13,712

0.2% of portfolio$622.9K

Hennion & Walsh Asset Management, Inc.13,564

0.0% of portfolio$616.2K

NWF Advisory Services Inc.12,010

0.1% of portfolio$545.6K

Capital Investment Counsel, Inc9,000

0.0% of portfolio$408.9K

Pension & Wealth Management Advisors, Inc.5,258

0.1% of portfolio$238.9K

StoneX Group Inc.4,786

0.0% of portfolio$220.1K

Assetmark, Inc3,586

0.0% of portfolio$162.9K

Align Financial, LLC3,346

0.1% of portfolio$152.0K

AlphaCentric Advisors LLC1,700

0.1% of portfolio$77.2K

Manchester Capital Management LLC1,520

0.0% of portfolio$69.1K

Key Capital Management, Inc1,308

0.0% of portfolio$59.4K

Lanark Financial, Inc.1,117

0.0% of portfolio$50.8K

Wolverine Asset Management LLC965

0.0% of portfolio$43.8K

Blue Bell Private Wealth Management, LLC711

0.0% of portfolio$32.3K

Mather Group, Llc.234

0.0% of portfolio$10.6K

Cassaday & Co Wealth Management LLC20

0.0% of portfolio$909

				Style	Turnover	Location	Filed
DKM Wealth Management, Inc.	318,676	$14.5M	9.2%	Yield	Very Low	Stockton, CA	2026-10-09
D.A. Davidson & Co.	169,153	$7.7M	0.0%	Core	Low	Great Falls, MT	2026-10-28
Shaker Financial Services, LLC	125,834	$5.7M	1.9%	Yield	High	Arlington, VA	2026-10-14
Diversified Management Inc	122,077	$5.5M	1.0%	Core	Very Low	Milwaukee, WI	2026-10-08
Hara Capital LLC	107,069	$4.9M	2.3%	Deep Value	Medium	Bellevue, WA	2026-10-30
Mesirow Financial Investment Management, Inc.	75,470	$3.4M	0.1%	Core	Low	Chicago, IL	2026-11-05
Smith Asset Management Co., LLC	25,455	$1.2M	0.9%	Yield	Low	Chiefland, FL	2026-10-16
US Bancorp \de\	24,800	$1.1M	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Chemistry Wealth Management LLC	14,160	$643.3K	0.1%	Core	Low	New York, NY	2026-10-16
Pecaut & Co.	13,712	$622.9K	0.2%	ETF	Low	Sioux City, IA	2026-10-27
Hennion & Walsh Asset Management, Inc.	13,564	$616.2K	0.0%	Value	Medium	Parsippany, NJ	2026-10-13
NWF Advisory Services Inc.	12,010	$545.6K	0.1%	GARP	Low	Los Angeles, CA	2026-10-19
Capital Investment Counsel, Inc	9,000	$408.9K	0.0%	Growth	Very Low	Raleigh, NC	2026-10-20
Pension & Wealth Management Advisors, Inc.	5,258	$238.9K	0.1%	ETF	Low	Waltham, MA	2026-10-16
StoneX Group Inc.	4,786	$220.1K	0.0%	ETF	Medium	New York, NY	2026-11-03
Assetmark, Inc	3,586	$162.9K	0.0%	ETF	Low	Concord, CA	2026-10-21
Align Financial, LLC	3,346	$152.0K	0.1%	ETF	Very Low	Hermantown, MN	2026-10-16
AlphaCentric Advisors LLC	1,700	$77.2K	0.1%	Core	High	San Juan, PR	2026-11-03
Manchester Capital Management LLC	1,520	$69.1K	0.0%	Core	Low	Manchester, VT	2026-10-22
Key Capital Management, Inc	1,308	$59.4K	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Lanark Financial, Inc.	1,117	$50.8K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Wolverine Asset Management LLC	965	$43.8K	0.0%	Deep Value	Very High	Chicago, IL	2026-11-02
Blue Bell Private Wealth Management, LLC	711	$32.3K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
Mather Group, Llc.	234	$10.6K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Cassaday & Co Wealth Management LLC	20	$909	0.0%	ETF	Very Low	Mclean, VA	2026-10-27