Stock
Special Opportunities Fd Inc
Ticker not mapped · held by 42 managers
Reported value
$42.7M
Holders
42
+4 new · −5 exited
Holders’ est. mark
−$2.91M
Price effect on 38 books still in the name
Largest holder
$18.4M
Focus Partners Wealth
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Focus Partners Wealth | 1.34M | $18.4M | −$1.24M | Cut−$1.07M |
| Shaker Financial Services, LLC | 372K | $5.12M | −$503.7K | Added$1.17M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 294.9K | $4.06M | −$259.4K | Cut−$39.4K |
| CSS LLC/IL | 118.7K | $1.63M | −$107.9K | Cut−$69.7K |
| GatePass Capital, LLC | 112.9K | $1.55M | −$105K | Cut−$382.5K |
| SCOTIA CAPITAL INC. | 110K | $1.51M | −$100.6K | Cut−$75.3K |
| Advisors Asset Management, Inc. | 107.3K | $1.48M | −$99.7K | Cut−$182.5K |
| WOLVERINE ASSET MANAGEMENT LLC | 95.3K | $1.31M | −$872 | Added$1.3M |
| MORGAN STANLEY | 90.8K | $1.25M | −$68.2K | Added$170.9K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 82.1K | $1.13M | −$76.3K | Cut−$391K |
| FIRST MANHATTAN CO. LLC. | 44.3K | $609.3K | −$69.8K | Cut−$11.1K |
| RAYMOND JAMES FINANCIAL INC | 32K | $440.9K | −$29.8K | Cut−$45.7K |
| Ancora Advisors LLC | 22.9K | $314.9K | −$17.2K | Added$43.6K |
| OPPENHEIMER & CO INC | 21.4K | $294.1K | −$19.3K | Cut−$11K |
| Independent Advisor Alliance | 21.2K | $291.5K | — | New |
| GUGGENHEIM CAPITAL LLC | 20.8K | $285.9K | −$18.8K | Cut−$10.9K |
| Cetera Investment Advisers | 19.9K | $273.4K | −$18.5K | Cut−$284.8K |
| OSAIC HOLDINGS, INC. | 19.3K | $265.4K | −$16.7K | Added$1.03K |
| Sowell Financial Services LLC | 17.9K | $246.8K | −$16.2K | Cut−$8.39K |
| HARBOUR INVESTMENTS, INC. | 16.8K | $231.3K | −$15.1K | Cut−$7.87K |
| NBC SECURITIES, INC. | 16.7K | $229.2K | −$15.5K | Cut−$61.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 16.2K | $223.1K | −$14.8K | Cut−$10.3K |
| TrueMark Investments, LLC | 16.2K | $223K | −$13.9K | Added$3.92K |
| Live Oak Private Wealth LLC | 15.3K | $211K | −$13.8K | Cut−$7.21K |
| PATRON PARTNERS, LLC | 14.3K | $196.4K | −$12.9K | Cut−$6.68K |
| NWF Advisory Services Inc. | 14.2K | $195.9K | −$12.6K | Cut−$3.92K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.8K | $162.7K | −$11K | Cut−$33.7K |
| WELLS FARGO & COMPANY/MN | 11.2K | $153.7K | −$10.4K | Cut−$20.7K |
| Detalus Advisors, LLC | 10.4K | $143.7K | — | New |
| Keating Financial Advisory Services, Inc. | 5.62K | $77.3K | −$4.93K | Cut−$707 |
| MAI Capital Management | 5.37K | $73.9K | −$4.84K | Cut−$2.51K |
| UBS Group AG | 5.16K | $71K | −$4.59K | Cut−$1.42K |
| ROYAL BANK OF CANADA | 2.25K | $31K | −$2.41K | Cut−$1K |
| WINMILL & CO. INC | 2.09K | $28.8K | −$1.86K | Cut−$580 |
| Rockefeller Capital Management L.P. | 918 | $12.6K | −$827 | Cut−$442 |
| Advisory Services Network, LLC | 910 | $12.5K | — | New |
| EASTERN BANK | 750 | $10.3K | −$676 | Cut−$360 |
| Sound Income Strategies, LLC | 740 | $10.2K | −$951 | Cut−$288 |
| HIGHLINE WEALTH PARTNERS LLC | 206 | $2.83K | −$186 | Cut−$103 |
| CVA Family Office, LLC | 39 | $537 | −$36 | Cut−$36 |
| Indiana Trust & Investment Management Co | 26 | $358 | −$24 | Cut−$11.5K |
| DANSKE BANK A/S | 4 | $55 | — | New |
Who left
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.