CUSIP 84741T401
SPECIAL OPPORTUNITIES FD INC
17 institutions · $112.5M total · 4,647,892 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Kovitz Investment Group Partners, LLC | 1,217,502 | $30.4M | 26.19% | 2025-09-30 |
| 2 | Relative Value Partners Group, LLC | 1,335,294 | $30.3M | 28.72% | 2024-03-31 |
| 3 | Focus Partners Wealth | 1,147,664 | $28.4M | 24.69% | 2025-12-31 |
| 4 | SEVEN MILE ADVISORY | 381,194 | $9.4M | 8.20% | 2025-12-31 |
| 5 | CSS LLC/IL | 323,419 | $8.0M | 6.95% | 2025-12-31 |
| 6 | GatePass Capital, LLC | 133,150 | $3.3M | 2.86% | 2025-12-31 |
| 7 | UBS Group AG | 26,983 | $667.0K | 0.58% | 2025-12-31 |
| 8 | KCS Wealth Advisory | 24,706 | $560.8K | 0.53% | 2023-12-31 |
| 9 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 21,113 | $521.9K | 0.45% | 2025-12-31 |
| 10 | WELLS FARGO & COMPANY/MN | 19,336 | $478.0K | 0.41% | 2025-12-31 |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,054 | $201.0K | 0.17% | 2025-09-30 |
| 12 | Beverly Hills Private Wealth, LLC | 5,550 | $137.2K | 0.11% | 2025-12-31 |
| 13 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,787 | $68.9K | 0.05% | 2025-12-31 |
| 14 | MORGAN STANLEY | 645 | $15.9K | 0.01% | 2025-12-31 |
| 15 | ADVISOR GROUP HOLDINGS, INC. | 295 | $7.3K | 0.00% | 2025-12-31 |
| 16 | WINMILL & CO. INC | 200 | $4.9K | 0.00% | 2025-12-31 |
| 17 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |