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SPE · Special Opportunities Fund, Inc.

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$13.09 +0.01 (+0.08%) At close · Jul 28
Market Cap
$139.06M
Shares
10.62M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 46
Total Value: $47,099,758
Total Shares: 3,439,412

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 43 13F filers
Top Holder
43.0%
Jun 2023 → Mar 2026 · range 19.8% – 52.2%
of institutional value
Top 5
71.9%
Jun 2023 → Mar 2026 · range 64.9% – 80.6%
of institutional value
Top 10
87.5%
Jun 2023 → Mar 2026 · range 79.4% – 90.1%
of institutional value
HHI
2,164
Jun 2023 → Mar 2026 · range 1,059 – 2,913
Moderately concentrated
Showing 46 of 46
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Large Focus Partners Wealth $18,376,727 39.02% 1,335,518
Small Shaker Financial Services, LLC $8,957,442 19.02% 664,992
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $4,057,741 8.62% 294,894
Small CSS LLC/IL $1,633,986 3.47% 118,749
Small GatePass Capital, LLC $1,552,939 3.30% 112,859
Large SCOTIA CAPITAL INC. $1,514,191 3.21% 110,043
Mid Advisors Asset Management, Inc. $1,475,815 3.13% 107,254
Mid WOLVERINE ASSET MANAGEMENT LLC $1,311,094 2.78% 95,283
Mega MORGAN STANLEY $1,248,884 2.65% 90,762
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $1,129,269 2.40% 82,069
Large FIRST MANHATTAN CO. LLC. $609,292 1.29% 44,280
Mega RAYMOND JAMES FINANCIAL INC $440,869 0.94% 32,040
Small NBC SECURITIES, INC. Broker-Dealer $359,164 0.76% 26,664
Mid Ancora Advisors LLC $314,925 0.67% 22,887
Mid OPPENHEIMER & CO INC $294,078 0.62% 21,372
Mid Independent Advisor Alliance $291,546 0.62% 21,188
Large GUGGENHEIM CAPITAL LLC $285,905 0.61% 20,778
Large Cetera Investment Advisers $273,438 0.58% 19,872
Large OSAIC HOLDINGS, INC. $265,457 0.56% 19,292
Mid Sowell Financial Services LLC $241,557 0.51% 17,933
Small TrueMark Investments, LLC $233,677 0.50% 17,348
Mid HARBOUR INVESTMENTS, INC. $231,346 0.49% 16,813
Mid LEAVELL INVESTMENT MANAGEMENT, INC. $226,296 0.48% 16,800
Large COMMONWEALTH EQUITY SERVICES, LLC $223,049 0.47% 16,210
Small Live Oak Private Wealth LLC $206,535 0.44% 15,333
Small PATRON PARTNERS, LLC $196,410 0.42% 14,274
Small NWF Advisory Services Inc. $195,859 0.42% 14,234
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $162,656 0.35% 11,821
Mega WELLS FARGO & COMPANY/MN $153,685 0.33% 11,169
Micro Detalus Advisors, LLC $145,785 0.31% 10,823
Micro PMG Family Office LLC Family Office $136,545 0.29% 10,137
Small Keating Financial Advisory Services, Inc. $77,262 0.16% 5,615
Mid MAI Capital Management $73,918 0.16% 5,372
Mega UBS Group AG $71,042 0.15% 5,163
Large NewEdge Advisors, LLC $31,125 0.07% 2,262
Mega ROYAL BANK OF CANADA Bank $30,960 0.07% 2,250
Small WINMILL & CO. INC $28,799 0.06% 2,093
Large Rockefeller Capital Management L.P. $12,631 0.03% 918
Mid Advisory Services Network, LLC $12,521 0.03% 910
Mid EASTERN BANK Bank $10,102 0.02% 750
Small HIGHLINE WEALTH PARTNERS LLC $2,774 0.01% 206
Mid FIRST HORIZON CORP $1,387 0.00% 103
Small CVA Family Office, LLC Family Office $536 0.00% 39
Small Indiana Trust & Investment Management Co $350 0.00% 26
Micro Aspect Partners, LLC $134 0.00% 10
Large DANSKE BANK A/S Bank $55 0.00% 4
Key facts CIK 897802 CUSIP 84741T104 13F (30d) 13 filings 13 filers Visit website Investor relations

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