Funds holding SPECIAL OPPORTUNITIES FUND INC
ISIN US84741T1043 · United States · LEI 549300DGAJTGM6R4HK03
- Fund holders
- 3
- Of which ETFs
- 1 2 other funds
- Value held
- 233.2K $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| RiverNorth Active Income ETF Elevation Series Trust | 17,456 | 229.2K $ | 0.58 % | as of Jul 31, 2026 ↗ |
| Multi-Hedge Strategies Fund Rydex Variable Trust | 218 | 2.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 77 | 1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| RiverNorth Active Income ETF Elevation Series Trust | 0.58 % | as of Jul 31, 2026 ↗ |
| Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 0.01 % | as of Jun 30, 2026 ↗ |
| Multi-Hedge Strategies Fund Rydex Variable Trust | 0.01 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 3 | +2 | 17,751 | +9.5 % |
| 2026Q2 | 1 | 0 | 16,208 | +8.7 % |
| 2026Q1 | 1 | -2 | 14,915 | +2.0 % |
| 2025Q4 | 3 | 0 | 14,628 | -2.5 % |
| 2025Q3 | 3 | 0 | 14,999 | -0.1 % |
| 2025Q2 | 3 | +1 | 15,012 | -55.4 % |
| 2025Q1 | 2 | -1 | 33,651 | -60.2 % |
| 2024Q4 | 3 | 0 | 84,556 | -1.3 % |
| 2024Q3 | 3 | 0 | 85,671 | -0.1 % |
| 2024Q2 | 3 | 0 | 85,719 | +0.1 % |
| 2024Q1 | 3 | 0 | 85,591 | +0.0 % |
| 2023Q4 | 3 | 85,561 |
Institutional managers
42 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Focus Partners Wealth | 1,335,518 | 18.4M $ | as of Mar 31, 2026 |
| Shaker Financial Services, LLC | 372,043 | 5.1M $ | as of Mar 31, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 294,894 | 4.1M $ | as of Mar 31, 2026 |
| CSS LLC/IL | 118,749 | 1.6M $ | as of Mar 31, 2026 |
| GatePass Capital, LLC | 112,859 | 1.6M $ | as of Mar 31, 2026 |
| SCOTIA CAPITAL INC. | 110,043 | 1.5M $ | as of Mar 31, 2026 |
| Advisors Asset Management, Inc. | 107,254 | 1.5M $ | as of Mar 31, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | 95,283 | 1.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 90,762 | 1.2M $ | as of Mar 31, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 82,069 | 1.1M $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 44,280 | 609.3K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 32,040 | 440.9K $ | as of Mar 31, 2026 |
| Ancora Advisors LLC | 22,887 | 314.9K $ | as of Mar 31, 2026 |
| OPPENHEIMER & CO INC | 21,372 | 294.1K $ | as of Mar 31, 2026 |
| Independent Advisor Alliance | 21,188 | 291.5K $ | as of Mar 31, 2026 |
| GUGGENHEIM CAPITAL LLC | 20,778 | 285.9K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 19,872 | 273.4K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 19,292 | 265.4K $ | as of Mar 31, 2026 |
| Sowell Financial Services LLC | 17,933 | 246.8K $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 16,813 | 231.4K $ | as of Mar 31, 2026 |
| NBC SECURITIES, INC. | 16,657 | 229.2K $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 16,210 | 223.1K $ | as of Mar 31, 2026 |
| TrueMark Investments, LLC | 16,208 | 223K $ | as of Mar 31, 2026 |
| Live Oak Private Wealth LLC | 15,333 | 211K $ | as of Mar 31, 2026 |
| PATRON PARTNERS, LLC | 14,274 | 196.4K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding SPECIAL OPPORTUNITIES FUND INC". https://titelia.com/en/stocks/special-opportunities-fund-inc-US84741T1043