Institutional Ownership
Special Opportunities Fd Inc
CUSIP 84741T104COMSPEQ1 2026
13D / 13G Filings
17
Schedule 13D/13G on record
Beneficial Filers
7
Distinct reporting persons
Largest Stake
62.7%
Max % of class reported
Institutional Holders
42
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
17 filings · latest Jan 8, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 8, 2026 | Focus Partners Wealth | 13G | 13.0% | 1.38M | SEC |
| 2 | Sep 10, 2025 | Kovitz Investment Group Partners, LLC | 13G/A | 13.6% | 1.44M | SEC |
| 3 | Sep 17, 2024 | Kovitz Investment Group Partners, LLC | 13G | 14.7% | 1.57M | SEC |
| 4 | Feb 12, 2024 | Relative Value Partners Group, LLC | 13G | 14.7% | 1.61M | SEC |
| 5 | Feb 9, 2024 | Css LLC/Il | 13G/A | 5.7% | 647.0K | SEC |
| 6 | Dec 29, 2023 | Css LLC/Il | 13G | — | 653.1K | SEC |
| 7 | Feb 2, 2023 | Relative Value Partners Group, LLC | 13G | 15.4% | 1.76M | SEC |
| 8 | Aug 11, 2022 | Relative Value Partners Group, LLC | 13G | 19.8% | 2.27M | SEC |
| 9 | Aug 11, 2022 | Relative Value Partners Group, LLC | 13G | 62.7% | 1.46M | SEC |
| 10 | Feb 14, 2022 | Rivernorth Capital Management, LLC | 13G | 7.0% | 892.3K | SEC |
7 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Special Opportunities Fd Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Focus Partners Wealth | 1.34M | $18.38M |
| 2 | Shaker Financial Services, LLC | 372.0K | $5.12M |
| 3 | Blue Bell Private Wealth Management, LLC | 294.9K | $4.06M |
| 4 | Css LLC/Il | 118.7K | $1.63M |
| 5 | Gatepass Capital, LLC | 112.9K | $1.55M |
| 6 | Scotia Capital Inc. | 110.0K | $1.51M |
| 7 | Advisors Asset Management, Inc. | 107.3K | $1.48M |
| 8 | Wolverine Asset Management LLC | 95.3K | $1.31M |
| 9 | Morgan Stanley | 90.8K | $1.25M |
| 10 | Rivernorth Capital Management, LLC | 82.1K | $1.13M |