Who owns SRCE (SRCE)
Which tracked institutional funds hold SRCE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SRCE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
52 tracked funds added or opened SRCE while 23 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SRCE’s largest tracked holder by dollar value, 1ST SOURCE BANK, sizes it at 18.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 18.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SRCE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 206 tracked filers holding SRCE, 102 increased or opened the position and 90 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SRCE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- VANGUARD CAPITAL MANAGEMENT LLC$54M
- VANGUARD PORTFOLIO MANAGEMENT LLC$25M
- VANGUARD FIDUCIARY TRUST CO$8M
- HRT FINANCIAL LP$2M
- NORGES BANK$2M
- PRINCIPAL FINANCIAL GROUP INC$2M
Full exits 6
- VANGUARD GROUP INC$73M
- Y-Intercept (Hong Kong) Ltd$2M
- TUDOR INVESTMENT CORP ET AL$2M
- Kelman-Lazarov, Inc.$1M
- IFG Advisory, LLC$974K
- ZACKS INVESTMENT MANAGEMENT$576K
Largest adds
- 1ST SOURCE BANK$35M
- BlackRock, Inc.$11M
- JANUS HENDERSON GROUP PLC$11M
- DIMENSIONAL FUND ADVISORS LP$10M
- AMERICAN CENTURY COMPANIES INC$7M
- STATE STREET CORP$6M
Largest trims
- ALLIANCEBERNSTEIN L.P.$6M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$4M
- Nuveen, LLC$4M
- Qube Research & Technologies Ltd$3M
- JPMORGAN CHASE & CO$2M
- WELLS FARGO & COMPANY/MN$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| 1ST SOURCE BANK added | 5,179,191 | $358M | 27.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,963,602 | $136M | 10.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,466,060 | $101M | 7.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 773,321 | $54M | 4.1% | 2026-Q1 |
| STATE STREET CORP added | 619,165 | $43M | 3.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 562,428 | $39M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 513,706 | $36M | 2.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 464,100 | $32M | 2.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 460,422 | $32M | 2.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 357,320 | $25M | 1.9% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 371,032 | $23M | 1.8% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 324,077 | $22M | 1.7% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 313,741 | $22M | 1.6% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 244,571 | $17M | 1.3% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 214,068 | $15M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 183,887 | $13M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 173,700 | $12M | 0.9% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 148,879 | $10M | 0.8% | 2026-Q1 |
| UBS Group AG added | 143,796 | $10M | 0.8% | 2026-Q1 |
| FMR LLC added | 126,033 | $9M | 0.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 122,814 | $8M | 0.6% | 2026-Q1 |
| DENALI ADVISORS LLC trimmed | 119,600 | $8M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 117,216 | $8M | 0.6% | 2026-Q1 |
| Empowered Funds, LLC added | 108,997 | $8M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 105,002 | $7M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 104,833 | $7M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 102,785 | $7M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 102,228 | $7M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 97,462 | $7M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 89,935 | $6M | 0.5% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 86,200 | $6M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 67,320 | $5M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 58,669 | $4M | 0.3% | 2026-Q1 |
| ISTHMUS PARTNERS, LLC trimmed | 55,931 | $4M | 0.3% | 2026-Q1 |
| DEAN INVESTMENT ASSOCIATES, LLC added | 51,762 | $4M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 49,123 | $3M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 43,713 | $3M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 43,012 | $3M | 0.2% | 2026-Q1 |
| Edgestream Partners, L.P. added | 42,833 | $3M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 42,827 | $3M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 42,947 | $3M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 42,110 | $3M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 39,317 | $3M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 38,151 | $3M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 37,299 | $3M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 36,655 | $3M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 36,559 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank | 36,289 | $3M | 0.2% | 2026-Q1 |
| Dean Capital Management added | 36,226 | $3M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 33,349 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 32,943 | $2M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 32,378 | $2M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 31,434 | $2M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 30,973 | $2M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 28,429 | $2M | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 28,120 | $2M | 0.1% | 2026-Q1 |
| Values First Advisors, Inc. trimmed | 27,944 | $2M | 0.1% | 2026-Q1 |
| Linden Thomas Advisory Services, LLC added | 27,506 | $2M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 26,972 | $2M | 0.1% | 2026-Q1 |
| Indiana Trust & Investment Management Co trimmed | 26,194 | $2M | 0.1% | 2026-Q1 |
| NORGES BANK trimmed | 30,022 | $2M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 25,651 | $2M | 0.1% | 2026-Q1 |
| Jackson Creek Investment Advisors LLC trimmed | 25,321 | $2M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 25,198 | $2M | 0.1% | 2026-Q1 |
| Rosenthal | Henry Capital Advisors, Inc. | 25,000 | $2M | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 24,415 | $2M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 23,524 | $2M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 22,344 | $2M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 20,451 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 20,427 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 20,064 | $1M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 19,778 | $1M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 19,261 | $1M | 0.1% | 2026-Q1 |
| Legato Capital Management LLC added | 18,892 | $1M | 0.1% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 18,625 | $1M | 0.1% | 2026-Q1 |
| CM Management, LLC | 17,500 | $1M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 16,919 | $1M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 16,429 | $1M | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 16,202 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 15,314 | $1M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 14,152 | $979K | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | 13,800 | $955K | 0.1% | 2026-Q1 |
| Creative Planning added | 13,547 | $938K | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 12,793 | $885K | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 11,476 | $794K | 0.1% | 2026-Q1 |
| Ellsworth Advisors, LLC added | 11,139 | $771K | 0.1% | 2026-Q1 |
| Midwest Trust Co trimmed | 10,837 | $750K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,168,969 | $73M | 5.5% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 471,652 | $28M | 2.1% | 2025-Q1 stale |
| MALTESE CAPITAL MANAGEMENT LLC added | 69,000 | $4M | 0.3% | 2025-Q1 stale |
| VELA Investment Management, LLC trimmed | 33,308 | $2M | 0.2% | 2025-Q3 stale |
| Y-Intercept (Hong Kong) Ltd added | 26,281 | $2M | 0.1% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL trimmed | 26,043 | $2M | 0.1% | 2025-Q4 stale |
| Campbell & CO Investment Adviser LLC added | 26,271 | $2M | 0.1% | 2025-Q1 stale |
| Kelman-Lazarov, Inc. trimmed | 23,406 | $1M | 0.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 23,050 | $1M | 0.1% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP added | 18,560 | $1M | 0.1% | 2025-Q3 stale |
| IFG Advisory, LLC trimmed | 15,592 | $974K | 0.1% | 2025-Q4 stale |
| Vest Financial, LLC new | 12,804 | $766K | 0.1% | 2025-Q1 stale |
| Valeo Financial Advisors, LLC trimmed | 12,205 | $751K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.