SPE Institutional Ownership & Shareholders
SPECIAL OPPORTUNITIES FUND (SPE) is currently held by 45 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $40.41M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of SPE tracked by InsiderSet, reporting ownership valued at approximately $16.77M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.18M, representing an estimated loss of -9.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed SPE value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Shaker Financial Services, Llc, Blue Bell Private Wealth Management, Llc, and several other long-term asset managers with concentrated positions in SPECIAL OPPORTUNITIES FUND (SPE).
This page ranks the largest institutional SPE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
45
Total Reported Value
$40.41M
Largest Holder
Focus Partners Wealth
Largest Position
$16.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.02% | 1,245,185 | $16,772,653 | $15,178,805 | -$1,593,848 | -9.50% | |
| Shaker Financial Services, Llc | 2.33% | 558,655 | $7,061,400 | $6,810,004 | -$251,396 | -3.56% | |
| Blue Bell Private Wealth Management, Llc | 0.62% | 412,610 | $5,215,393 | $5,029,716 | -$185,677 | -3.56% | |
| Css Llc/Il | 0.07% | 122,529 | $1,650,466 | $1,493,629 | -$156,837 | -9.50% | |
| Scotia Capital Inc. | 0.01% | 108,784 | $1,465,326 | $1,326,077 | -$139,249 | -9.50% | |
| Morgan Stanley | 0.00% | 96,684 | $1,302,340 | $1,178,578 | -$123,762 | -9.50% | |
| Gatepass Capital, Llc | 0.30% | 57,374 | $772,828 | $699,389 | -$73,439 | -9.50% | |
| First Manhattan Co. Llc. | 0.00% | 44,280 | $596,452 | $539,773 | -$56,679 | -9.50% | |
| Oppenheimer & Co Inc | 0.00% | 36,922 | $466,694 | $450,079 | -$16,615 | -3.56% | |
| Raymond James Financial Inc | 0.00% | 34,054 | $458,712 | $415,118 | -$43,594 | -9.50% | |
| Nbc Securities, Inc. | 0.02% | 27,842 | $351,923 | $339,394 | -$12,529 | -3.56% | |
| Permanent Capital Management, Lp | 0.04% | 22,114 | $297,875 | $269,570 | -$28,305 | -9.50% | |
| Cetera Investment Advisers | 0.00% | 20,443 | $275,374 | $249,200 | -$26,174 | -9.50% | |
| Guggenheim Capital Llc | 0.00% | 20,419 | $275,044 | $248,908 | -$26,136 | -9.50% | |
| Osaic Holdings, Inc. | 0.00% | 19,187 | $258,437 | $233,890 | -$24,547 | -9.50% | |
| Rivernorth Capital Management, Llc | 0.01% | 17,348 | $233,678 | $211,472 | -$22,206 | -9.50% | |
| Truemark Investments, Llc | 0.03% | 17,348 | $233,678 | $211,472 | -$22,206 | -9.50% | |
| Sowell Financial Services Llc | 0.01% | 17,933 | $226,673 | $218,603 | -$8,070 | -3.56% | |
| Leavell Investment Management, Inc. | 0.01% | 16,800 | $226,296 | $204,792 | -$21,504 | -9.50% | |
| Ancora Advisors Llc | 0.00% | 16,250 | $218,887 | $198,088 | -$20,800 | -9.50% | |
| Susquehanna International Group, Llp | 0.00% | 15,435 | $207,909 | $188,153 | -$19,756 | -9.50% | |
| Live Oak Private Wealth Llc | 0.02% | 15,333 | $193,809 | $186,909 | -$6,900 | -3.56% | |
| Patron Partners, Llc | 0.07% | 14,274 | $192,271 | $174,000 | -$18,271 | -9.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,033 | $177,370 | $171,062 | -$6,308 | -3.56% | |
| Harbour Investments, Inc. | 0.00% | 13,000 | $175,116 | $158,470 | -$16,646 | -9.51% | |
| Nwf Advisory Services Inc. | 0.02% | 13,606 | $171,981 | $165,857 | -$6,124 | -3.56% | |
| Xtx Topco Ltd | 0.00% | 10,990 | $148,035 | $133,968 | -$14,067 | -9.50% | |
| Detalus Advisors, Llc | 0.03% | 10,823 | $136,803 | $131,932 | -$4,871 | -3.56% | |
| Pmg Family Office Llc | 0.13% | 10,786 | $136,335 | $131,481 | -$4,854 | -3.56% | |
| Principle Wealth Partners Llc | 0.01% | 10,000 | $126,400 | $121,900 | -$4,500 | -3.56% | |
| Wolverine Asset Management Llc | 0.00% | 9,589 | $121,205 | $116,890 | -$4,315 | -3.56% | |
| Royal Bank Of Canada | 0.00% | 5,250 | $71,000 | $63,998 | -$7,003 | -9.86% | |
| Ubs Group Ag | 0.00% | 5,163 | $69,546 | $62,937 | -$6,609 | -9.50% | |
| Newedge Advisors, Llc | 0.00% | 2,262 | $30,469 | $27,574 | -$2,895 | -9.50% | |
| Winmill & Co. Inc | 0.01% | 2,093 | $28,193 | $25,514 | -$2,679 | -9.50% | |
| Keating Financial Advisory Services, Inc. | 0.00% | 1,730 | $23,297 | $21,089 | -$2,208 | -9.48% | |
| Rockefeller Capital Management L.P. | 0.00% | 918 | $12,365 | $11,190 | -$1,175 | -9.50% | |
| Wells Fargo & Company/Mn | 0.00% | 887 | $11,944 | $10,813 | -$1,131 | -9.47% | |
| Eastern Bank | 0.00% | 750 | $9,480 | $9,143 | -$338 | -3.56% | |
| Highline Wealth Partners Llc | 0.00% | 206 | $2,604 | $2,511 | -$93 | -3.57% | |
| First Horizon Corp | 0.00% | 103 | $1,302 | $1,256 | -$46 | -3.57% | |
| Cva Family Office, Llc | 0.00% | 39 | $525 | $475 | -$50 | -9.45% | |
| Indiana Trust & Investment Management Co | 0.00% | 26 | $329 | $317 | -$12 | -3.67% | |
| Aspect Partners, Llc | 0.00% | 10 | $126 | $122 | -$4 | -3.25% | |
| Skyview Investment Advisors, Llc | 0.03% | 3,241 | $44 | $39,508 | +$39,464 | +89690.43% |
Frequently asked questions about SPE
Who are the largest institutional holders of SPE?
The largest institutional holders of SPE reported in the latest SEC Form 13F filings include Focus Partners Wealth, Shaker Financial Services, Llc, Blue Bell Private Wealth Management, Llc, Css Llc/Il, and Scotia Capital Inc.. InsiderSet ranks institutional holders by their latest reported SPE position.
What is SPE institutional ownership?
This page tracks SPE positions reported by institutional investment managers through SEC Form 13F. SPECIAL OPPORTUNITIES FUND (SPE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPE?
InsiderSet currently tracks 45 institutional managers reporting SPE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPE shareholders.
How much SPE stock do institutions own?
Institutional investment managers disclosed approximately $40.41M in SPE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPE institutional ownership last updated?
The latest SPE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPE position after the reporting date.
Are institutions buying or selling SPE?
Institutional buying and selling can be analyzed by comparing SPE positions across consecutive 13F reporting periods. InsiderSet's SPE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPE ownership changes.
How has SPE institutional ownership changed over time?
InsiderSet tracks SPE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.