Special Opportunities Fund, Inc. (SPE) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for SPE. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 44 institutions reported holding SPE, with 3.1 million shares worth $42.1 million in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Focus Partners Wealth | 1,245,185 | $17M | DECREASED |
| Shaker Financial Services | 664,992 | $9M | INCREASED |
| Blue Bell Private Wealth Management | 356,979 | $5M | INCREASED |
| Css LLC/IL | 122,529 | $2M | INCREASED |
| Scotia Capital | 108,784 | $1M | DECREASED |
Full institutional holdings, insider history, and congressional trades for Special Opportunities Fund, Inc. on SentiSense.