Source Capital, Inc. (SOR) ownership: Top institutional holder: DKM Wealth Management, Inc. ($13.96M). SEC EDGAR first-party data.
| Holder | Shares | Market Value | Reported |
|---|---|---|---|
| DKM Wealth Management, Inc. | 301449.00 | $13.96M | 2026-03-31 |
| D.A. DAVIDSON & CO. | 169289.00 | $7.84M | 2026-03-31 |
| DIVERSIFIED MANAGEMENT INC | 121285.00 | $5.58M | 2026-06-30 |
| MORGAN STANLEY | 90319.00 | $4.18M | 2026-03-31 |
| Mesirow Financial Investment Management, Inc. | 75349.00 | $3.49M | 2026-03-31 |
| FIRST TRUST ADVISORS LP | 74530.00 | $3.45M | 2026-03-31 |
| WELLS FARGO & COMPANY/MN | 68318.00 | $3.16M | 2026-03-31 |
| Hara Capital LLC | 64739.00 | $3.00M | 2026-03-31 |
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Institutional data from SEC Form 13F. Insider data from SEC Form 4. Congressional data from STOCK Act disclosures. Not personalized investment advice.