As of the latest SEC filings, SOURCE CAPITAL /DE/ (SOR) is held by 1 institutional funds. The largest fund shareholder is First Trust Income Opportunities ETF (FCEF), holding an estimated $1,949,215.45 in market value, representing 2.60% of its portfolio.
Funds holding SOURCE CAPITAL /DE/ (SOR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SOR
- CIK:
- 0000091847
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FCEF
First Trust Income Opportunities ETF
|
ETF | First Trust | 2.60% | $1,949,215.45 | 40,415 | Feb 28, 2026 | Apr 23, 2026 |
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