SOURCE CAPITAL (XSORX)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders56of 5,944

Avg: 68

Uncrowded83th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.93x

58th percentile

26 buying28 selling

+5

New

-9

Closed

-137,187

Net shares

Ownership Concentration

Top 5: 51.0%Top 10: 71.8%

DKM Wealth Management,20.4%

D.A. DAVIDSON &11.4%

DIVERSIFIED MANAGEMENT8.0%

MORGAN STANLEY6.1%

Mesirow Financial Investment Management,5.1%

Others (51)49.0%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Crowding AnalysisCrowded

Holders56of 5,944

Avg: 68

Uncrowded83th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.93x

58th percentile

26 buying28 selling

+5

New

-9

Closed

-137,187

Net shares

Ownership Concentration

Top 5: 51.0%Top 10: 71.8%

DKM Wealth Management,20.4%

D.A. DAVIDSON &11.4%

DIVERSIFIED MANAGEMENT8.0%

MORGAN STANLEY6.1%

Mesirow Financial Investment Management,5.1%

Others (51)49.0%

Crowding AnalysisCrowded

Holders56of 5,944

Avg: 68

Uncrowded83th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.93x

58th percentile

26 buying28 selling

+5

New

-9

Closed

-137,187

Net shares

Ownership Concentration

Top 5: 51.0%Top 10: 71.8%

DKM Wealth Management,20.4%

D.A. DAVIDSON &11.4%

DIVERSIFIED MANAGEMENT8.0%

MORGAN STANLEY6.1%

Mesirow Financial Investment Management,5.1%

Others (51)49.0%

Institutional Trends (5 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.05%Avg weight: 1.29%Max: 10.07%High conviction (>1%): 2

DKM Wealth Management,

D.A. DAVIDSON &

DIVERSIFIED MANAGEMENT

MORGAN STANLEY

Mesirow Financial Investment Management,

FIRST TRUST ADVISORS

WELLS FARGO & COMPANY/MN

Hara Capital

RAYMOND JAMES FINANCIAL

Keating Financial Advisory Services,

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$11,085

XSORX · +11%

$18,666

S&P 500 · +87%

−$7,581

behind the index

Total return (5Y)

+11%

S&P 500

+87%

vs. market

-76%

underperformed

Annualized

2.1%

mkt 13.3%

Volatility

8%

annualized

Beta

0.41

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

XSORXS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

XSORX (solid)S&P 500 (outline)Green = positive year, red = negative. Number = XSORX's return.

Beat the market

1 / 6 yrs

17% win rate

Best year

+12%

2025

Worst year

-10%

2022

Worst drawdown

-14%

recovered in 6 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -14%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.