Stock ownership · SEC 13F · Q4 2025

SOURCE CAPITAL COM SHS OF BEN I

Who owns SOURCE CAPITAL COM SHS OF BEN I (CUSIP 836144303)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$1.5M
Reported value
1
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 1 institutions report $1.5M in SOURCE CAPITAL COM SHS OF BEN I positions, ownership that is dominated by its top few institutional owners.

1
institutions hold it
$1.5M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 836144303 · Q4 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-SHORT

  • VALUE-TRACE $1.5M
  • HOLDERS-FOCUS 1 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-SHORT 3Q history

Read with: Ownership concentration guide - SOURCE CAPITAL COM SHS OF BEN I's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 Anchor Investment Management, LLC 31,885 $1.5M 100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SOURCE CAPITAL COM SHS OF BEN I's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (1)

Anchor Investment Management, LLC $1.5M

Complete exits (1)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited

Frequently Asked Questions

How many institutions hold SOURCE CAPITAL COM SHS OF BEN I?▼
SOURCE CAPITAL COM SHS OF BEN I is held by 1 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of SOURCE CAPITAL COM SHS OF BEN I?▼
Institutions report $1.5M of SOURCE CAPITAL COM SHS OF BEN I as of Q4 2025.
How concentrated is ownership of SOURCE CAPITAL COM SHS OF BEN I?▼
The top five institutional holders account for 100% of the reported institutional value in SOURCE CAPITAL COM SHS OF BEN I, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of SOURCE CAPITAL COM SHS OF BEN I?▼
Anchor Investment Management, LLC is the largest reported holder of SOURCE CAPITAL COM SHS OF BEN I with $1.5M across 31,885 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.