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SPECIAL OPPORTUNITIES FD · 13F 机构持仓分析
期权收益计算器 机构排行

SPECIAL OPPORTUNITIES FD

SPECIAL OPPORTUNITIES FD INCSPE
持有机构数
46
机构合计市值 (Q2 2026)
$4,354.2万
机构合计股数 (Q2 2026)
323.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+48.2万股
21 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-34.7万股
18 · 5 清仓 · ≈
⚖️ 净额
+13.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,354.2万
持有机构数
46
新买入
8
加仓
13
减仓
13
清仓
5
持股不变
12
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Focus Partners财富Focus Partners Wealth
0.02%0.02%#14$1,677.3万124.5万股$1,837.7万133.6万股-9.0万股-6.76%减仓
Shaker Financial Services, LLC
2.81%1.78%#1$895.7万66.5万股$511.9万37.2万股+29.3万股+78.74%加仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.6%0.58%#2$480.9万35.7万股$405.8万29.5万股+6.2万股+21.05%加仓
CSS LLC/IL
0.06%0.08%#6$165.0万12.3万股$163.4万11.9万股+3,780股+3.18%加仓
丰业资本SCOTIA CAPITAL INC.
0.01%0.01%#19$146.5万10.9万股$151.4万11.0万股-1,259股-1.14%减仓
顾问资产管理Advisors Asset Management, Inc.
0.02%0.02%#12$143.2万10.6万股$147.6万10.7万股-919股-0.86%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#37$130.2万9.7万股$124.5万8.0万股+1.6万股+20.40%加仓
GatePass Capital, LLC
0.29%0.72%#3$77.3万5.7万股$155.3万11.3万股-5.5万股-49.16%减仓
第一曼哈顿FIRST MANHATTAN CO. LLC.
<0.01%<0.01%#27$59.6万4.4万股$60.9万4.4万股00.00%持仓不变
奥本海默公司OPPENHEIMER & CO INC
0.01%<0.01%#20$49.2万3.6万股$29.4万2.1万股+1.5万股+70.73%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#34$45.9万3.4万股$44.1万3.2万股+2,014股+6.29%加仓
LANARK FINANCIAL, INC.
0.02%0.02%#11$35.9万2.7万股$22.9万1.7万股+1.0万股+60.08%加仓
Permanent Capital Management, LP
0.04%#7$29.8万2.2万股$00股+2.2万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#30$29.4万2.2万股$22.3万1.6万股+5,644股+34.82%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#32$27.5万2.0万股$27.3万2.0万股+571股+2.87%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
<0.01%<0.01%#25$27.5万2.0万股$28.6万2.1万股-359股-1.73%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#31$25.8万1.9万股$26.5万1.9万股-105股-0.54%减仓
Sowell Financial Services LLC
0.01%0.01%#17$24.2万1.8万股$24.7万1.8万股00.00%持仓不变
RIVERNORTH CAPITAL MANAGEMENT, LLC
0.01%0.06%#15$23.4万1.7万股$112.9万8.2万股-6.5万股-78.86%减仓
TrueMark Investments, LLC
0.03%0.04%#8$23.4万1.7万股$22.3万1.6万股+1,140股+7.03%加仓
LEAVELL INVESTMENT MANAGEMENT, INC.
0.01%#16$22.6万1.7万股$00股+1.7万股新买入
锚顾问Ancora Advisors LLC
<0.01%0.01%#21$21.9万1.6万股$31.5万2.3万股-6,637股-29.00%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#43$20.8万1.5万股$16.3万1.2万股+3,614股+30.57%加仓
Live Oak Private Wealth LLC
0.03%0.03%#10$20.7万1.5万股$21.1万1.5万股00.00%持仓不变
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
<0.01%0.01%#26$19.5万1.4万股$131.1万9.5万股-8.1万股-84.79%减仓
PATRON PARTNERS, LLC
0.07%0.09%#5$19.2万1.4万股$19.6万1.4万股00.00%持仓不变
NWF Advisory Services Inc.
0.02%0.02%#13$18.3万1.4万股$19.6万1.4万股-628股-4.41%减仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#23$17.5万1.3万股$23.1万1.7万股-3,813股-22.68%减仓
XTX资本XTX Topco Ltd
<0.01%#24$14.8万1.1万股$00股+1.1万股新买入
Detalus Advisors, LLC
0.03%0.03%#9$14.6万1.1万股$14.4万1.0万股+380股+3.64%加仓
PMG Family Office LLC
0.13%#4$13.7万1.0万股$00股+1.0万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#44$7.1万5,250股$3.1万2,250股+3,000股+133.33%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#45$7.0万5,163股$7.1万5,163股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#28$5.0万3,705股$00股+3,705股新买入
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#36$3.0万2,262股$3.1万2,262股00.00%持仓不变
WINMILL & CO. INC
0.01%0.01%#18$2.8万2,093股$2.9万2,093股00.00%持仓不变
Keating Financial Advisory Services, Inc.
<0.01%0.01%#22$2.3万1,730股$7.7万5,615股-3,885股-69.19%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#41$1.6万1,185股$00股+1,185股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#42$1.2万918股$1.3万918股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#46$1.2万887股$15.4万1.1万股-1.0万股-92.06%减仓
东方银行EASTERN BANK
<0.01%<0.01%#33$1.0万750股$1.0万750股00.00%持仓不变
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#29$2,775206股$2,835206股00.00%持仓不变
FIRST HORIZON CORP
<0.01%#38$1,387103股$00股+103股新买入
CVA Family Office, LLC
<0.01%<0.01%#40$52539股$53739股00.00%持仓不变
Indiana Trust & Investment Management Co
<0.01%<0.01%#35$35826股$35826股00.00%持仓不变
Aspect Partners, LLC
<0.01%#39$13510股$00股+10股新买入

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