Special Opportunities Fund
SPE · NYSE
$12.16+$0.00 (+0.00%)TodayMarket closed ·
Prev close $12.16
Who owns SPE
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 43.1% of SPE’s shares.
- Goldstein (Phillip)17.6%
- Focus Partners Wealth, LLC11.3%
- Shaker Financial Services, LLC6.0%
- Blue Bell Private Wealth Management, LLC3.2%
- Next 6 largest institutions4.9%
- All other shareholders56.9%
| Holder | Shares | % of shares |
|---|---|---|
| Goldstein (Phillip) | 1.94M | 17.64% |
| Focus Partners Wealth, LLC | 1.25M | 11.30% |
| Shaker Financial Services, LLC | 664.99K | 6.03% |
| Blue Bell Private Wealth Management, LLC | 356.98K | 3.24% |
| CSS, LLC | 122.53K | 1.11% |
| Scotia Capital Inc. | 108.78K | 0.99% |
| Advisors Asset Management, Inc. | 106.33K | 0.96% |
| Morgan Stanley Smith Barney LLC | 96.68K | 0.88% |
| Gatepass Capital LLC | 57.37K | 0.52% |
| First Manhattan Co. LLC | 44.28K | 0.40% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| RiverNorth Active Income ETF | 17.46K | 0.16% |
| Guggenheim Variable Trust - Multi-Hedge Strategies Fund | 2.63K | 0.02% |
| Rydex Guggenheim Multi-Hedge Strategies Fund | 890 | 0.01% |
Insider trades
Form 4 filings by officers, directors and large holders
Over the last 6 months, insiders sold $95.12K (4 trades) of SPE on the open market, with no buys.
| Insider | Type | Shares | Value |
|---|---|---|---|
| Dakos Andrew | Sale | 133 | $1.87K |
| Dakos Andrew | Sale | 5.18K | $73.15K |
| Dakos Andrew | Sale | 200 | $5.00K |
| Dakos Andrew | Sale | 1.08K | $15.10K |
Short interest
Settled Sep 30, 2026
- Shares short
- 20.21K
- Days to cover
- 1.00
- % of shares outstanding
- 0.18%
- Average daily volume
- 42.27K
- Change since last report
- +43.1%
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