SOR — Source Capital Institutional Holders · Q3 2026
Who owns Source Capital (SOR)? 2 institutions reported holding $20.02M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: DKM Wealth Management, Inc. ($14.5M), Diversified Management Inc ($5.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | DKM Wealth Management, Inc. | $14.5M | 318,676 | Added |
| 2 | DIVERSIFIED MANAGEMENT INC | $5.5M | 122,077 | Added |
Source: SEC Form 13F filings · as of 2026-09-30