Source Capital Inc
$50.02+0.4%
+$8.2M
Net Activity
+8.95% total shares
Institutions Holding
56
Popularity Rank
#5884
Avg Weight
0.31%
Total Value
$74.1M
56 institutions currently hold XSORX, with 29 net buyers and 23 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
23
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 7/100, avg. turnover score 25/100).
XSORX ranks #5884 out of 37696 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.
DKM Wealth Management, Inc. has added to its XSORX position for two straight quarters, increasing it by $514.4K to reach $14.5M today.
Smith Asset Management Co., LLC has trimmed its XSORX position for two straight quarters, cutting it by $151.0K while still holding $1.2M.
XSORX is up 0.4% today, and institutions have been net buyers of $8.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$12.2M
Total Buy Value
$3.2M
Total Sell Value
29
Net Buyers
23
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 2026-09-30 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
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,353
Total reported value
$864.4B
Held by 4353 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,273
Total reported value
$320.7B
Held by 4273 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,255
Total reported value
$346.5B
Held by 4255 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