As of the latest SEC filings, 1ST SOURCE CORP (SRCE) is held by 227 institutional funds. The largest fund shareholder is Schwab U.S. Dividend Equity ETF (SCHD), holding an estimated $37,776,887.50 in market value, representing 0.04% of its portfolio.
Funds holding 1ST SOURCE CORP (SRCE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SRCE
- CIK:
- 0000034782
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SCHD
Schwab U.S. Dividend Equity ETF
|
ETF | Charles Schwab | 0.04% | $37,776,887.50 | 563,750 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $37,502,961.12 | 541,872 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.04% | $31,712,506.47 | 458,207 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.10% | $23,620,622.94 | 352,494 | Feb 28, 2026 | Apr 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.10% | $19,289,198.43 | 262,331 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.09% | $14,762,176.92 | 200,764 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $14,045,961.87 | 202,947 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.04% | $13,377,974.67 | 181,939 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $12,089,361.42 | 164,414 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.08% | $11,608,989.93 | 157,881 | Apr 30, 2026 | Jun 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.09% | $11,023,215.12 | 159,272 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.13% | $9,493,017.12 | 129,104 | Apr 30, 2026 | Jun 24, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.25% | $9,377,955.00 | 135,500 | Mar 31, 2026 | May 28, 2026 |
|
BOSOX
Boston Trust Walden Small Cap Fund
|
MF | Independent / Boutique | 0.87% | $8,629,518.06 | 124,686 | Mar 31, 2026 | May 27, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.18% | $8,349,513.01 | 124,601 | Feb 27, 2026 | Apr 24, 2026 |
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 1.16% | $8,209,690.20 | 118,620 | Mar 31, 2026 | May 29, 2026 |
|
FRBAX
Regional Bank Fund
|
MF | John Hancock | 0.88% | $7,703,885.16 | 104,772 | Apr 30, 2026 | Jun 25, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.01% | $7,548,295.68 | 102,656 | Apr 30, 2026 | Jun 26, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.37% | $7,493,228.28 | 108,268 | Mar 31, 2026 | Jun 1, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $6,444,351.70 | 96,170 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.09% | $6,435,786.78 | 87,526 | Apr 30, 2026 | Jun 29, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.04% | $6,146,358.23 | 91,723 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.03% | $6,005,972.28 | 89,628 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $5,775,855.03 | 78,551 | Apr 30, 2026 | Jun 29, 2026 |
|
OBMCX
Oberweis Micro-Cap Fund
|
MF | Independent / Boutique | 0.55% | $5,723,667.00 | 82,700 | Mar 31, 2026 | May 29, 2026 |
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