Source Capital Inc
$50.890%
+$8.4M
Net Activity
+7.01% total shares
Institutions Holding
55
Popularity Rank
#5921
Avg Weight
0.31%
Total Value
$72.7M
55 institutions currently hold XSORX, with 29 net buyers and 22 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
22
Net Buying Institutions
29
Top 5 by Value
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Across its top 20 institutional holders, XSORX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 24/100).
XSORX ranks #5921 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
XSORX is a top-conviction position for DKM Wealth Management, Inc. — at 9.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Shaker Financial Services, LLC has added to its XSORX position for two straight quarters, increasing it by $6.2M to reach $7.1M today.
Royal Bank Of Canada has trimmed its XSORX position for two straight quarters, cutting it by $522.0K while still holding $83.0K.
XSORX is up 0% today, and institutions have been net buyers of $8.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$12.2M
Total Buy Value
$3.0M
Total Sell Value
29
Net Buyers
22
Net Sellers
XSORX
Q2 2026
Top 5 Institutional Movers
+$5.7M
+$1.6M
-$864.3K
+$564.5K
XSORX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
836144303
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,324
Total reported value
$864.3B
Held by 4324 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,247
Total reported value
$320.5B
Held by 4247 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,232
Total reported value
$346.4B
Held by 4232 institutions — one of the most-tracked stocks on AlphaSMO
Access XSORX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/XSORXCLI
npx alphasmo stocks get XSORX