Special Opportunities Fund: which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 0.0%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Winmill$5.0K0.0%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders (all 13F filers)
- Focus Partners Wealth1.1 MWealth adviser−24 K
- CSS362 KType not verified+17 K
- GatePass Capital156 KType not verified+12 K
- Beverly Hills Private Wealth32 KWealth adviser−22
- Wells Fargo18 KBank or trading desk−200
- Avise Financial Cooperative12 KType not verified+65
- UBS Group8,392Bank or trading desk+492
- Blue Bell Private Wealth Management2,787Wealth adviser0
- Morgan Stanley646Bank or trading desk0
- Osaic Holdings295Wealth adviser0
- Shares
- 1.1 M
- Change
- −24 K
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- Type
- Wealth adviser
- Value
- $27.3M
- Shares
- 362 K
- Change
- +17 K
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- Type
- Type not verified
- Value
- $9.0M
- GatePass Capital
- Shares
- 156 K
- Change
- +12 K
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- Type
- Type not verified
- Value
- $3.9M
- Beverly Hills Private Wealth
- Shares
- 32 K
- Change
- −22
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- Type
- Wealth adviser
- Value
- $795K
- Shares
- 18 K
- Change
- −200
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- Type
- Bank or trading desk
- Value
- $453K
- Avise Financial Cooperative
- Shares
- 12 K
- Change
- +65
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- Type
- Type not verified
- Value
- $304K
- Shares
- 8,392
- Change
- +492
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- Type
- Bank or trading desk
- Value
- $209K
- Blue Bell Private Wealth Management
- Shares
- 2,787
- Change
- 0
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- Type
- Wealth adviser
- Value
- $69.4K
- Shares
- 646
- Change
- 0
See more
- Type
- Bank or trading desk
- Value
- $16.1K
- Shares
- 295
- Change
- 0
See more
- Type
- Wealth adviser
- Value
- $7.3K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Focus Partners Wealth42.05%13G · amendmentfiling ↗Event: Jul 31, 2026 · filed: Aug 7, 2026
- Focus Partners Wealth46.5%13G · amendmentfiling ↗Event: Apr 30, 2026 · filed: May 11, 2026
- Focus Partners Wealth48%13Gfiling ↗Event: Jan 1, 2026 · filed: Jan 8, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market.