# SOURCE CAPITAL COM SHS OF BEN I

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.

## Summary

- Issuer: SOURCE CAPITAL
- Class: COM SHS OF BEN I
- CUSIP: 836144303
- 13F holders: 61
- 13F value: $74.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 61 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [DKM Wealth Management, Inc.](https://search.stillhousedata.com/firm/316778) | STOCKTON, CA | $14.4M | 313,096 |
| D.A. DAVIDSON & CO. | GREAT FALLS, MT | $7.7M | 166,920 |
| [Shaker Financial Services, LLC](https://search.stillhousedata.com/firm/121534) | 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.](https://search.stillhousedata.com/firm/111135) | 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.](https://search.stillhousedata.com/firm/142772) | MANHATTAN, KS | $1.9M | 41,273 |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $1.5M | 32,696 |
| [Anchor Investment Management, LLC](https://search.stillhousedata.com/firm/135296) | COLUMBIA, SC | $1.5M | 31,977 |
| [Smith Asset Management Co., LLC](https://search.stillhousedata.com/firm/127684) | Chiefland, FL | $1.3M | 28,062 |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $1.2M | 25,977 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/836144303.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.