45.500.37(0.82%)
7,614
XNYS Volume
XNYS 09 Oct, 2026 5:30 PM (EDT)
Source Cap Inc Ownership Pattern for Latest - Insider, Institutional (13F), Mutual Fund Ownership
Source Cap Inc ownership pattern - Insider holdings, Institutional (13F), Mutual Fund holding changes for Latest
Promoter Ownership trend
Institutional (13F) Ownership trend
MF Ownership Trends
No of Institutional (13F) holding shares
Insiders holding remains unchanged at 0.06% in Sep 2026
Institutional Investors have increased holdings from 20.02% to 20.05% in Sep 2026.
Mutual Funds have increased holdings from 0.98% to 0.98% in Sep 2026.
Source Cap Inc Top Insiders and Share Ownership
Source Cap Inc insider ownership and trend
| History | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1Mr. Ryan A. Leggio | 0.05% | 4,500 | 0.2 | 0 | 0% | 0 | 0% | 0 | 0% | 03 Apr, 2023 | |
| 2Ms. Sandra Brown | 0% | 373 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 01 Feb, 2024 |
*All financials are in $ Million
Source Cap Inc Top Institutional (13F) Ownership
Source Cap Inc institutional (13F) ownership and trend
| History | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1DKM Wealth Management, Inc. | 3.8% | 313,096 | 14.2 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 2Davidson D A & Co | 2.03% | 166,920 | 7.6 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 3Shaker Financial Services, LLC | 1.87% | 153,966 | 7.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 4Diversified Management Inc | 1.47% | 121,285 | 5.5 | 3,316 | 2.81% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 5Hara Capital LLC | 1.21% | 99,565 | 4.5 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 6Morgan Stanley - Brokerage Accounts | 1.1% | 90,877 | 4.1 | 558 | 0.62% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 7First Trust Advisors L.P. | 0.92% | 75,554 | 3.4 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 8Mesirow Fin Investmt Mgmt Intl Equity | 0.92% | 75,409 | 3.4 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 9Wells Fargo & Co | 0.82% | 67,504 | 3.1 | 0 | 0% | -814 | -1.19% | 0 | 0% | 30 Sep, 2026 | |
| 10Raymond James & Associates | 0.55% | 44,909 | 2.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2024 | |
| 11Amvescap Plc. | 0.41% | 33,952 | 1.5 | 0 | 0% | 2,031 | 6.36% | 0 | 0% | 30 Sep, 2026 | |
| 12Anchor Investment Management LLC | 0.35% | 28,757 | 1.3 | 0 | 0% | -3,220 | -10.07% | 0 | 0% | 30 Sep, 2026 | |
| 13Smith Asset Management Co., LLC | 0.34% | 28,062 | 1.3 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 14Hennion & Walsh Asset Management Inc | 0.32% | 25,977 | 1.2 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 15U.S. Bancorp | 0.3% | 24,800 | 1.1 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 16Keating Financial Advisory Services Inc | 0.28% | 22,786 | 1.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 17LPL Financial Corp | 0.26% | 21,025 | 1.0 | -287 | -1.35% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 18Wiley Bros.-Aintree Capital, LLC | 0.19% | 15,799 | 0.7 | 0 | 0% | 925 | 6.22% | 0 | 0% | 30 Sep, 2026 | |
| 19LAKE STREET ADVISORS GROUP, LLC | 0.19% | 15,426 | 0.7 | 0 | 0% | 0 | 0% | 0 | 0% | 31 Dec, 2024 | |
| 20Advisor Group Holdings, Inc. | 0.18% | 15,115 | 0.7 | 0 | 0% | 8,282 | 121.21% | 0 | 0% | 30 Sep, 2026 | |
| 21Chemistry Wealth Management LLC | 0.17% | 14,191 | 0.6 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 22Baltimore-Washington Financial Adv Inc. | 0.17% | 14,067 | 0.6 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 23Bank of America Corp | 0.17% | 14,038 | 0.6 | 0 | 0% | 100 | 0.72% | 0 | 0% | 30 Sep, 2026 | |
| 24Pecaut & Co | 0.17% | 13,601 | 0.6 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 25Readystate Asset Management LP | 0.15% | 12,280 | 0.6 | 0 | 0% | 12,280 | 100% | 0 | 0% | 30 Sep, 2026 |
*All financials are in $ Million
Source Cap Inc Top Mutual Fund Ownership
Source Cap Inc MF ownership and trend
| History | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1First Trust Income Opportunity ETF | 0.55% | 45,029 | 2.0 | 0 | 0% | 0 | 0% | 2,576 | 6.07% | 30 Sep, 2026 | |
| 2First Trust Balanced Closed-End Fund | 0.38% | 31,470 | 1.4 | 196 | 0.63% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 3First Trust Modified Equity Value CEF | 0.02% | 1,827 | 0.1 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 4AlphaCentric Real Income Fund | 0.02% | 1,700 | 0.1 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 5ST Portfolio of Closed-End Fd Opps 28 | 0% | 100 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 29 Apr, 2024 | |
| 6ST Strategic Growth & Income 27 | 0% | 100 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 22 May, 2024 | |
| 7ST Portfolio of Closed-End Fd Opps 35 | 0% | 100 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 8ST Portfolio of Closed-End Fd Opps 34 | 0% | 100 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 9ST Portfolio of Closed-End Fd Opps 36 | 0% | 100 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 10Guggenheim VT Trust Multi-Hedge Strat Fd | 0% | 64 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2025 | |
| 11Guggenheim Multi-Hedge Strategies Fund | 0% | 35 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2025 | |
| 12IVZ CE Strategy Select Opp 2025-2 | 0% | 11 | 0.0 | 1 | 10% | 9 | 900% | -9 | -90% | 30 Sep, 2026 | |
| 13IVZ CE Strategy Select Opp 2024-4 | 0% | 11 | 0.0 | 1 | 10% | 9 | 900% | -9 | -90% | 30 Sep, 2026 | |
| 14IVZ CE Strategy Select Opp 2025-4 | 0% | 11 | 0.0 | 1 | 10% | 9 | 900% | -9 | -90% | 30 Sep, 2026 | |
| 15IVZ CE Strategy Select Opp 2026-2 | 0% | 10 | 0.0 | 0 | 0% | 9 | 900% | -9 | -90% | 30 Sep, 2026 | |
| 16IVZ CE Strategy Select Opp 2024-2 | 0% | 1 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 17IVZ CE Strategy Select Opp 2023-4 | 0% | 1 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 09 Oct, 2025 | |
| 18GUGG Discount Opp Strat of CEFs 25 | 0% | 1 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 04 Apr, 2025 | |
| 19IVZ CE Strategy Select Opp 2023-2 | 0% | 1 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 01 Apr, 2025 | |
| 20Special Opportunities | 0% | 0 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 21Cornerstone Total Return Fund | 0% | 0 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 22Cornerstone Strategic Investment Fund | 0% | 0 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 23iCM Tactical Inc Closed End Fund (TICE) | 0% | 0 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 24Shaker Financial Discount Capture | 0% | 0 | 0.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 |
*All financials are in $ Million