Who Owns SOURCE CAP INC (SOR)? -- Institutional Holders (2026-06-30)

63 institutions reported holding $75.2M of SOURCE CAP INC (SOR) in SEC 13F filings for 2026-06-30. Largest institutional holders: DKM Wealth Management, Inc. ($14.4M), D.A. DAVIDSON & CO. ($7.7M), Shaker Financial Services, LLC ($7.1M), DIVERSIFIED MANAGEMENT INC ($5.6M), Hara Capital LLC ($4.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1DKM Wealth Management, Inc.$14.4M313,096Added
2D.A. DAVIDSON & CO.$7.7M166,920Trimmed
3Shaker Financial Services, LLC$7.1M153,966Added
4DIVERSIFIED MANAGEMENT INC$5.6M121,285Added
5Hara Capital LLC$4.6M99,565Added
6MORGAN STANLEY$4.2M90,877Added
7FIRST TRUST ADVISORS LP$3.5M75,554Added
8Mesirow Financial Investment Management, Inc.$3.5M75,409Added
9WELLS FARGO & COMPANY/MN$3.1M67,504Trimmed
10RAYMOND JAMES FINANCIAL INC$2.7M58,017Trimmed
11Invesco Ltd.$1.6M33,952Added
12Anchor Investment Management, LLC$1.3M28,757Trimmed
13Smith Asset Management Co., LLC$1.3M28,062Trimmed
14Hennion & Walsh Asset Management, Inc.$1.2M25,977Trimmed
15US BANCORP \DE\$1.1M24,800Hold
16Keating Financial Advisory Services, Inc.$1.0M22,786Trimmed
17LPL Financial LLC$966,49921,025Trimmed
18&PARTNERS$726,27215,799Added
19OSAIC HOLDINGS, INC.$694,96315,115Added
20Chemistry Wealth Management LLC$652,36014,191Trimmed
21Baltimore-Washington Financial Advisors, Inc.$646,66014,067Trimmed
22BANK OF AMERICA CORP /DE/$645,33714,038Added
23PECAUT & CO.$625,24113,601Added
24READYSTATE ASSET MANAGEMENT LP$564,51212,280New
25AE Wealth Management LLC$540,60711,760New

来源：SEC 13F 申报文件 · 截至 2026-06-30