XSORX SOURCE CAPITAL: institutional ownership and insider trading
60 funds reported holding $73.5M of SOURCE CAPITAL in their latest 13F filings; in Q2 2026 funds net bought $7.05M, with 7 new positions and 7 funds selling out.
Largest institutional holders of XSORX
- DKM Wealth Management, Inc. — $14.5M
- D.A. DAVIDSON & CO. — $7.67M
- Shaker Financial Services, LLC — $5.72M
- DIVERSIFIED MANAGEMENT INC — $5.55M
- Hara Capital LLC — $4.58M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $4.18M
- FIRST TRUST ADVISORS LP — $3.47M
- Mesirow Financial Investment Management, Inc. — $3.47M
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $3.10M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $2.67M