Ancora Advisors LLC

Position in SPE — Special Opportunities Fund, Inc.

CIK 1446114 Cleveland, OH

Position in SPE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$314,925

+$43,601 QoQ

Shares Held

22,887

+23.9% QoQ

Ownership

0.215%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Ancora Advisors LLC holds $75,957,322 across 89 Asset Management names. SPE ranks #19 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARES	Ares Management Corp	122,072	$13,318,054
2	BX	Blackstone Inc.	107,890	$12,406,270
3	PHYS	Sprott Physical Gold Trust	347,932	$12,330,709
4	BLK	BlackRock, Inc.	6,570	$6,318,434
5	RJF	Raymond James Financial Inc	43,581	$6,310,092
6	CEF	Sprott Physical Gold & Silver Trust	95,794	$4,571,289
7	PSLV	Sprott Physical Silver Trust	165,558	$4,037,959
8	BN	BROOKFIELD Corp /ON/	67,329	$2,724,804

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$314,925	22,887	+23.9%	Shares	Sole	2026-05-15
2025-12-31	$271,324	18,470	0.0%	Shares	Sole	2026-02-17
2025-09-30	$286,285	18,470	-14.3%	Shares	Sole	2025-11-14
2025-06-30	$333,964	21,560	+16.2%	Shares	Sole	2025-08-14
2025-03-31	$278,770	18,560	-25.4%	Shares	Sole	2025-05-15
2024-12-31	$364,169	24,892	-15.6%	Shares	Sole	2025-02-14
2024-09-30	$410,010	29,476	0.0%	Shares	Sole	2024-11-14
2024-06-30	$385,545	29,476	+15.6%	Shares	Sole	2024-08-14
2024-03-31	$322,319	25,500	-1.3%	Shares	Sole	2024-05-16
2023-12-31	$306,390	25,834	-20.5%	Shares	Sole	2024-02-14
2023-09-30	$355,027	32,482	-7.6%	Shares	Sole	2023-11-14
2023-06-30	$394,595	35,169	-11.5%	Shares	Sole	2023-08-14
2023-03-31	$434,601	39,726	-21.7%	Shares	Sole	2023-05-16
2022-12-31	$578,629	50,757	-18.1%	Shares	Sole	2023-02-14
2022-09-30	$687,624	62,004	-8.8%	Shares	Sole	2022-11-14
2022-06-30	$841,171	68,001	+169.8%	Shares	Sole	2022-08-15
2022-03-31	$378,312	25,204	-70.3%	Shares	Sole	2022-05-16
2021-12-31	$1,309,480	84,756	-1.2%	Shares	Sole	2022-02-14
2021-09-30	$1,318,069	85,756	+20.2%	Shares	Sole	2021-11-15
2021-06-30	$1,081,969	71,323	-43.8%	Shares	Sole	2021-11-12
2021-03-31	$1,859,224	126,823	0.0%	Shares	Sole	2021-11-12
2020-12-31	$1,785,667	126,823	-0.8%	Shares	Sole	2021-11-12
2020-09-30	$1,586,531	127,843	-0.8%	Shares	Sole	2021-11-12
2020-06-30	$1,452,059	128,843	-41.8%	Shares	Sole	2021-11-12
2020-03-31	$2,102,758	221,343	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.