SOURCE CAPITAL COM SHS OF BEN I is a security (CUSIP 836144303) tracked across SEC portfolio filings. 61 institutional managers reported $74.3M on Form 13F as of 2026-06-30.
Showing 15 of 61 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| DKM Wealth Management, Inc. | STOCKTON, CA | $14.4M | 313,096 |
| D.A. DAVIDSON & CO. | GREAT FALLS, MT | $7.7M | 166,920 |
| Shaker Financial Services, LLC | Arlington, VA | $7.1M | 153,966 |
| DIVERSIFIED MANAGEMENT INC | MILWAUKEE, WI | $5.6M | 121,285 |
| MORGAN STANLEY | NEW YORK, NY | $4.2M | 90,319 |
| Mesirow Financial Investment Management, Inc. | CHICAGO, IL | $3.5M | 75,409 |
| FIRST TRUST ADVISORS LP | Wheaton, IL | $3.5M | 74,530 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $3.2M | 68,318 |
| Hara Capital LLC | BELLEVUE, WA | $3.0M | 64,739 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $2.7M | 58,958 |
| Keating Financial Advisory Services, Inc. | MANHATTAN, KS | $1.9M | 41,273 |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $1.5M | 32,696 |
| Anchor Investment Management, LLC | COLUMBIA, SC | $1.5M | 31,977 |
| Smith Asset Management Co., LLC | Chiefland, FL | $1.3M | 28,062 |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $1.2M | 25,977 |