Institutional Ownership
Special Opportunities Fd Inc
CUSIP 84741T4012.75% CNV PFD CSPE.2.75.01/27/27.CQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
59.4%
Max % of class reported
Institutional Holders
11
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Jan 8, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 8, 2026 | Focus Partners Wealth | 13G | 48.0% | 1.15M | SEC |
| 2 | Nov 6, 2025 | Kovitz Investment Group Partners, LLC | 13G/A | 47.9% | 1.22M | SEC |
| 3 | Sep 10, 2025 | Kovitz Investment Group Partners, LLC | 13G/A | 50.3% | 1.28M | SEC |
| 4 | Sep 17, 2024 | Kovitz Investment Group Partners, LLC | 13G/A | 52.1% | 1.32M | SEC |
| 5 | Sep 17, 2024 | Kovitz Investment Group Partners, LLC | 13G | 52.1% | 2.54M | SEC |
| 6 | Feb 12, 2024 | Relative Value Partners Group, LLC | 13G | 59.4% | 1.34M | SEC |
| 7 | Feb 2, 2023 | Relative Value Partners Group, LLC | 13G | 59.3% | 1.39M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Focus Partners Wealth | 1.12M | $27.78M |
| 2 | Css LLC/Il | 345.0K | $8.55M |
| 3 | Gatepass Capital, LLC | 143.3K | $3.56M |
| 4 | Beverly Hills Private Wealth, LLC | 31.9K | $793.3K |
| 5 | Wells Fargo & Company/Mn | 18.4K | $456.2K |
| 6 | Avise Financial Cooperative, Inc. | 12.1K | $301.7K |
| 7 | Ubs Group AG | 7.9K | $196.2K |
| 8 | Blue Bell Private Wealth Management, LLC | 2.8K | $69.2K |
| 9 | Morgan Stanley | 646 | $16.0K |
| 10 | Osaic Holdings, Inc. | 295 | $7.3K |