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Special Opportunities Fund shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in Special Opportunities Fund

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities Fund held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities Fund by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $16k 1.2k 13.47

More positions owned by Mercer Global Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Avan Us Smal Etf (AVSC)
Ishares Tr National Mun Etf (MUB)

View all positions for Mercer Global Advisors

Top funds holding Special Opportunities Fund

Colony
Shaker Financial Services
Blue Bell Private Wealth Management
CSS
Scotia Capital
Advisors Asset Management
Morgan Stanley
GatePass Capital
First Manhattan
Oppenheimer & Co
Raymond James Financial
Nbc Securities
Permanent Capital Management
Commonwealth Equity Services
Cetera Investment Advisers

View all funds holding Special Opportunities Fund