CINCINNATI, OH
SPECIAL OPPORTUNITIES FUND, INC.SPE— Latest position per institution from SEC 13F filings
15
Institutional holders
4.67M
Total shares held
113.16M
Estimated value
259.41K
Avg. position size
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
1.34M
Value
30.32M
Filed
Mar 31, 2024
NORTHCOAST ASSET MANAGEMENT LLC
CIK 1665198
Shares
1.22M
Value
30.39M
Filed
Sep 30, 2025
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
1.12M
Value
27.78M
Filed
Mar 31, 2026
SEVEN MILE ADVISORY
CIK 1987932
Shares
381.19K
Value
9.42M
Filed
Dec 31, 2025
CSS LLC/IL
CIK 1103646
Shares
344.99K
Value
8.55M
Filed
Mar 31, 2026
GATEPASS CAPITAL, LLC
CIK 2087399
Shares
143.32K
Value
3.56M
Filed
Mar 31, 2026
BEVERLY HILLS PRIVATE WEALTH, LLC
CIK 1965710
Shares
31.95K
Value
793.27K
Filed
Mar 31, 2026
KCS WEALTH ADVISORY
CIK 1697719
Shares
24.71K
Value
560.83K
Filed
Sep 30, 2023
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
CIK 1907528
Shares
21.11K
Value
521.91K
Filed
Dec 31, 2025
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
18.37K
Value
456.23K
Filed
Mar 31, 2026
AVISE FINANCIAL COOPERATIVE, INC.
CIK 2013342
Shares
12.15K
Value
301.66K
Filed
Mar 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
8.05K
Value
201.03K
Filed
Sep 30, 2025
UBS GROUP AG
CIK 1610520
Shares
7.90K
Value
196.16K
Filed
Mar 31, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 1352860
Shares
2.79K
Value
69.20K
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
646.00
Value
16.05K
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
295.00
Value
7.32K
Filed
Mar 31, 2026
WINMILL & CO. INC
CIK 52234
Shares
200.00
Value
4.97K
Filed
Mar 31, 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 752798
Shares
0.00
Value
0.00
Filed
Jun 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 1.34M | 30.32M | Mar 31, 2024 |
| 2 | NORTHCOAST ASSET MANAGEMENT LLC | 1665198 | 1.22M | 30.39M | Sep 30, 2025 |
| 3 | FOCUS PARTNERS WEALTH | 1542153 | 1.12M | 27.78M | Mar 31, 2026 |
| 4 | SEVEN MILE ADVISORY | 1987932 | 381.19K | 9.42M | Dec 31, 2025 |
| 5 | CSS LLC/IL | 1103646 | 344.99K | 8.55M | Mar 31, 2026 |
| 6 | GATEPASS CAPITAL, LLC | 2087399 | 143.32K | 3.56M | Mar 31, 2026 |
| 7 | BEVERLY HILLS PRIVATE WEALTH, LLC | 1965710 | 31.95K | 793.27K | Mar 31, 2026 |
| 8 | KCS WEALTH ADVISORY | 1697719 | 24.71K | 560.83K | Sep 30, 2023 |
| 9 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1907528 | 21.11K | 521.91K | Dec 31, 2025 |
| 10 | WELLS FARGO & COMPANY/MN | 72971 | 18.37K | 456.23K | Mar 31, 2026 |
| 11 | AVISE FINANCIAL COOPERATIVE, INC. | 2013342 | 12.15K | 301.66K | Mar 31, 2026 |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 8.05K | 201.03K | Sep 30, 2025 |
| 13 | UBS GROUP AG | 1610520 | 7.90K | 196.16K | Mar 31, 2026 |
| 14 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | 2.79K | 69.20K | Mar 31, 2026 |
| 15 | MORGAN STANLEY | 895421 | 646.00 | 16.05K | Mar 31, 2026 |
| 16 | OSAIC HOLDINGS, INC. | 1677044 | 295.00 | 7.32K | Mar 31, 2026 |
| 17 | WINMILL & CO. INC | 52234 | 200.00 | 4.97K | Mar 31, 2026 |
| 18 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 752798 | 0.00 | 0.00 | Jun 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.