SPE institutional holders

SPECIAL OPPORTUNITIES FD INC · 13F, 2026Q2

Managers holding45
Shares held3,231,275
Reported value$43.5m
Quarter flows7 new, 13 added, 13 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Focus Partners Wealth1,245,185$16.8m0.0%
Shaker Financial Services, LLC664,992$9.0m2.8%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC356,979$4.8m0.6%
CSS LLC/IL122,529$1.7m0.1%
SCOTIA CAPITAL INC.108,784$1.5m0.0%
Advisors Asset Management, Inc.106,335$1.4m0.0%
MORGAN STANLEY96,684$1.3m0.0%
GatePass Capital, LLC57,374$772,8280.3%
FIRST MANHATTAN CO. LLC.44,280$596,4520.0%
OPPENHEIMER & CO INC36,489$491,5070.0%
RAYMOND JAMES FINANCIAL INC34,054$458,7120.0%
LANARK FINANCIAL, INC.26,664$359,1660.0%
Permanent Capital Management, LP22,114$297,8750.0%
COMMONWEALTH EQUITY SERVICES, LLC21,854$294,3700.0%
Cetera Investment Advisers20,443$275,3740.0%
GUGGENHEIM CAPITAL LLC20,419$275,0440.0%
OSAIC HOLDINGS, INC.19,187$258,4370.0%
Sowell Financial Services LLC17,933$241,5580.0%
RIVERNORTH CAPITAL MANAGEMENT, LLC17,348$233,6780.0%
TrueMark Investments, LLC17,348$233,6780.0%
LEAVELL INVESTMENT MANAGEMENT, INC.16,800$226,2960.0%
Ancora Advisors LLC16,250$218,8870.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP15,435$207,9090.0%
Live Oak Private Wealth LLC15,333$206,5360.0%
WOLVERINE ASSET MANAGEMENT LLC14,490$195,1800.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SPE"). SPE price history · All 13F data

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