1 institutions reported holding $1.2M of SOURCE CAPITAL (SOR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $1.2M | 25,977 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30