XSORX

SOURCE CAPITAL

Institutional Ownership · Q4 2025

Filing: Q4 2025

SOURCE CAPITAL (XSORX) is held by 55 institutional investors with combined holdings of $214M. Major holders include Align Financial, LLC, DKM Wealth Management, In, D.A. DAVIDSON & CO..

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Institutional Holders

Total Value

$214.4M

Ownership %

—

🏦 Top Institutional Holders

Align Financial, LLC

153.1K shares

$153.1M

DKM Wealth Management, Inc.

DIVERSIFIED MANAGEMENT INC

116.8K shares

$5.3M

MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)

92.0K shares

$4.2M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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