Source Capital
SOR · NYSE
$45.15−$0.16 (−0.35%)TodayMarket closed ·
Prev close $45.31
Who owns SOR
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 55.4% of SOR’s shares.
- Charles Schwab Investment Management, Inc.22.1%
- National Financial Services, LLC8.7%
- American Enterprise Investment Services, Inc.7.1%
- Apex Clearing Corp6.0%
- Next 6 largest institutions11.5%
- All other shareholders44.6%
| Holder | Shares | % of shares |
|---|---|---|
| Charles Schwab Investment Management, Inc. | 1.82M | 22.11% |
| National Financial Services, LLC | 719.66K | 8.74% |
| American Enterprise Investment Services, Inc. | 580.73K | 7.06% |
| Apex Clearing Corp | 496.19K | 6.03% |
| DKM Wealth Management, Inc. | 313.10K | 3.80% |
| D.A. Davidson & Co.(Research) | 166.92K | 2.03% |
| Shaker Financial Services, LLC | 153.97K | 1.87% |
| Diversified Management Inc | 121.28K | 1.47% |
| Hara Capital LLC | 99.56K | 1.21% |
| Morgan Stanley Smith Barney LLC | 90.88K | 1.10% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| First Trust Income Opportunities ETF | 45.03K | 0.55% |
| AlphaCentric Strategic Income Fund | 1.70K | 0.02% |
| Guggenheim Variable Trust - Multi-Hedge Strategies Fund | 115 | 0.00% |
| Rydex Guggenheim Multi-Hedge Strategies Fund | 38 | 0.00% |
Short interest
Settled Sep 30, 2026
- Shares short
- 2.56K
- Days to cover
- 1.00
- % of shares outstanding
- 0.03%
- Average daily volume
- 7.09K
- Change since last report
- +58.7%
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