Source Capital Ownership | Who Owns Source Capital?
Source Capital Ownership Summary
Source Capital is owned by 19.57% institutional investors, 13.08% insiders, and 67.35% retail investors. Dkm wealth management is the largest institutional shareholder, holding 3.66% of SOR shares.
SOR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Source Capital | 19.57% | 13.08% | 67.35% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Asset Management Stocks | 47.25% | 11.92% | 40.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dkm wealth management | 301.45K | 3.66% | $13.96M |
| D.a. davidson | 169.15K | 2.06% | $7.68M |
| Hara capital | 107.07K | 1.30% | $4.86M |
| Morgan stanley | 90.32K | 1.10% | $4.18M |
| Mesirow financial investment management | 75.47K | 0.92% | $3.43M |
| First trust advisors lp | 74.53K | 0.91% | $3.45M |
| Wells fargo & company/mn | 68.32K | 0.83% | $3.16M |
| Raymond james financial | 58.96K | 0.72% | $2.73M |
| Raymond james & associates | 47.68K | 0.58% | $2.11M |
| Bank of america corp /de/ | 34.02K | 0.41% | $1.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Dkm wealth management | 301.45K | 10.07% | $13.96M |
| Hara capital | 107.07K | 2.33% | $4.86M |
| Smith asset management | 28.23K | 1.12% | $1.31M |
| Shaker financial services | 30.20K | 0.49% | $1.40M |
| Pecaut | 13.71K | 0.18% | $622.94K |
| Chemistry wealth management | 15.70K | 0.13% | $727.04K |
| Anchor investment management | 31.98K | 0.12% | $1.48M |
| Waypoint wealth partners | 7.15K | 0.08% | $310.22K |
| Alphacentric advisors | 1.70K | 0.07% | $77.23K |
| Nwf advisory services | 11.93K | 0.06% | $552.60K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cary street partners financial | 19.17K | 0.02% | 13.21K |
| Shaker financial services | 30.20K | 0.49% | 10.88K |
| Beacon pointe advisors | 8.15K | 0.00% | 8.15K |
| Raymond james financial | 58.96K | 0.00% | 8.12K |
| Hara capital | 107.07K | 2.33% | 7.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Envestnet asset management | - | - | -18.41K |
| Concurrent investment advisors | - | - | -16.37K |
| Thrivent financial for lutherans | - | - | -16.21K |
| Park avenue securities | - | - | -15.53K |
| Ameriprise financial | - | - | -11.65K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Beacon pointe advisors | 8.15K | 0.00% | 8.15K | $367.05K |
| Stonex group | 4.79K | 0.01% | 4.79K | $220.06K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Allworth financial lp | -40.00 |
| Old point trust & financial services n a | -41.00 |
| Highline wealth partners | -60.00 |
| Venturi wealth management | -75.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 55 | -3.51% | 1,608,230 | 8.39% | 19 | 6.00% | 28 | 7.69% | 17 | -10.53% |
| Mar 31, 2026 | 29 | -51.67% | 902,534 | -44.15% | 10 | 2.84% | 15 | -53.13% | 9 | -50.00% |
| Dec 31, 2025 | 37 | -27.45% | 1,128,614 | -16.20% | 13 | 5.12% | 18 | -41.94% | 11 | -21.43% |
| Sep 30, 2025 | 38 | -15.56% | 1,098,778 | -16.51% | 13 | 5.18% | 22 | 4.76% | 10 | -9.09% |
| Jun 30, 2025 | 44 | -2.22% | 1,338,812 | 3.80% | 16 | 6.60% | 20 | - | 11 | -8.33% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 01, 2024 | Brown Sandra | - | Buy | $14.98K |
| Feb 01, 2024 | Brown Sandra | - | Sell | $66.43K |
| Feb 01, 2024 | Brown Sandra | - | Buy | $40.29 |
| Jun 01, 2023 | Selmo Brian A. | VP & Portfolio Manager | Buy | $15.13K |
| Jun 01, 2023 | Lipson Mark L. | - | Buy | $49.84K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q2 | 2 | - |
| 2022 Q4 | 1 | - |
| 2022 Q3 | 1 | - |
| 2022 Q2 | 1 | - |
| 2022 Q1 | 1 | - |
SOR Ownership FAQ
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