Institutional Ownership
Special Opportunities Fd Inc
CUSIP 84741T104COMSPEQ1 2026
Institutional Holders
42
13F filers
Shares Held
3.11M
Aggregate institutional
Institutional Value
$42.74M
Q1 2026
Net New Holders
-1
4 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased28
Decreased9
Sold out5
Institutional Holders
42 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1.34M | $18.38M | +12.4K | Added |
| 2 | Shaker Financial Services, LLC | 372.0K | $5.12M | +121.5K | Added |
| 3 | Blue Bell Private Wealth Management, LLC | 294.9K | $4.06M | +16.0K | Added |
| 4 | Css LLC/Il | 118.7K | $1.63M | +2.8K | Added |
| 5 | Gatepass Capital, LLC | 112.9K | $1.55M | −18.9K | Reduced |
| 6 | Scotia Capital Inc. | 110.0K | $1.51M | +1.8K | Added |
| 7 | Advisors Asset Management, Inc. | 107.3K | $1.48M | −5.6K | Reduced |
| 8 | Wolverine Asset Management LLC | 95.3K | $1.31M | +94.3K | Added |
| 9 | Morgan Stanley | 90.8K | $1.25M | +17.4K | Added |
| 10 | Rivernorth Capital Management, LLC | 82.1K | $1.13M | −21.4K | Reduced |
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