Saba Capital Income & OpportBRW

13F holders, Q2 2026 (June 30)
95holders +2
11new positions
10sold out
1famous investor
$6.57avg. 13F price*

At the end of Q2 2026, 95 institutions reported holding Saba Capital Income & Opport (BRW) in their 13F filings, up 2 from Q1 2026. 11 opened new positions and 10 sold out. The largest holders were Focus Partners Wealth ($18.0M), Toronto Dominion Bank ($15.0M) and Rivernorth Capital Management, LLC ($12.2M). One famous investor held it Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Saba Capital Income & Opport
CUSIP
78518H202
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 71Q1 2024Q2 2024: 72Q2 2024Q3 2024: 70Q3 2024Q4 2024: 83Q4 2024Q1 2025: 79Q1 2025Q2 2025: 80Q2 2025Q3 2025: 93Q3 2025Q4 2025: 102Q4 2025Q1 2026: 93Q1 2026Q2 2026: 95Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions11$3.2M
Exits10$3.3M

All 13F filers, Q1 2026 → Q2 2026: 1,012,715 shares bought and 2,604,979 shares sold, net −1,592,264 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 95 holders

Focus Partners Wealth 0.02% Reduce -7.3% 2,745,119 $18.0M
Toronto Dominion Bank 0.03% No change 2,278,240 $15.0M
Rivernorth Capital Management, LLC 0.59% Reduce -7.1% 1,861,414 $12.2M
Thomas J. Herzfeld Advisors, Inc. 3.12% Add +9.0% 1,544,694 $10.1M
Penserra Capital Management LLC 0.08% Add +3.5% 1,505,912 $9.9M
Envestnet Asset Management Inc. 0.00% Add +21.4% 1,075,205 $7.1M
Blue Bell Private Wealth Management, LLC 0.68% Add +3.5% 829,855 $5.5M
Invesco Ltd. 0.00% Reduce -6.7% 740,127 $4.9M
CSS LLC 0.61% Reduce -3.1% 686,484 $4.5M
Morgan Stanley 0.00% Reduce -5.7% 605,349 $4.0M
LPL Financial LLC 0.00% Add +6.8% 507,546 $3.3M
UBS Group AG 0.00% Add +1.5% 482,986 $3.2M
Flax Pond Capital, LLC 1.86% No change 405,786 $2.7M
Advisors Asset Management, Inc. 0.03% Reduce -0.6% 296,959 $2.0M
Ethos Financial Group, LLC 0.11% Reduce -5.8% 251,018 $1.6M
Adalta Capital Management LLC 0.72% Add +3.1% 248,039 $1.6M
Osaic Holdings, Inc. 0.00% Add +11.6% 222,050 $1.5M
Scotia Capital Inc. 0.01% Reduce -0.2% 216,897 $1.4M
J.W. Cole Advisors, Inc. 0.02% New 213,373 $1.4M
Modern Wealth Management, LLC 0.02% Add +3.1% 207,457 $1.4M
Baird Financial Group, Inc. 0.00% Add +4.2% 191,877 $1.3M
Park Avenue Securities LLC 0.01% Reduce -0.2% 178,401 $1.2M
Marks Group Wealth Management, Inc 0.10% No change 172,790 $1.1M
SVRN Asset Management, LLC 0.58% Reduce -3.9% 171,487 $1.1M
Yakira Capital Management, Inc. 0.25% No change 127,896 $840K
Chicago Partners Investment Group LLC 0.02% Reduce -4.8% 122,851 $816K
Choreo, LLC 0.01% Add +10.3% 103,861 $682K
Raymond James Financial Inc. 0.00% Reduce -18.0% 92,798 $610K
Peak Financial Advisors LLC 0.24% Add +2.3% 89,996 $591K
Next Capital Management LLC 0.16% No change 88,927 $584K
Shaker Financial Services, LLC 0.16% New 75,815 $498K
IHT Wealth Management, LLC 0.01% Reduce -1.0% 75,252 $494K
SeaCrest Wealth Management, LLC 0.05% Add +36.1% 64,018 $421K
Bank of America Corp. 0.00% Reduce -10.9% 63,655 $418K
Landscape Capital Management, L.L.C. 0.03% Reduce -60.8% 62,290 $409K
TrueMark Investments, LLC 0.05% Add +7.1% 59,855 $393K
Absolute Investment Advisers, LLC 0.04% Reduce -94.2% 57,853 $380K
North Ground Capital 0.44% Reduce -40.7% 56,000 $368K
Wedbush Securities Inc. 0.01% Reduce -4.3% 50,051 $329K
Commonwealth Equity Services, LLC 0.00% Add +32.8% 49,909 $328K
CoreCap Advisors, LLC 0.01% New 49,394 $325K
XTX Topco Ltd 0.00% Reduce -2.6% 43,643 $287K
PNC Financial Services Group, Inc. 0.00% Reduce -3.2% 42,662 $280K
Flagship Harbor Advisors, LLC 0.01% Add +4.5% 42,624 $280K
Cetera Investment Advisers 0.00% Add +0.0% 42,019 $276K
Integrated Capital Management, Inc. 0.17% Reduce -16.0% 37,517 $246K
Jane Street Group, LLC 0.00% New 35,040 $230K
Stifel Financial Corp. 0.00% Reduce -0.3% 31,877 $209K
HighTower Advisors, LLC 0.00% Reduce -10.1% 27,338 $180K
Gridiron Partners, LLC 0.09% Reduce -53.1% 25,723 $167K
Nomura Holdings Inc. 0.00% New 24,980 $164K
Bison Wealth, LLC 0.01% New 24,103 $162K
Marex Group Ltd 0.00% Reduce -20.0% 24,000 $158K
Quarry LP 0.03% Reduce -94.8% 23,773 $156K
NewEdge Advisors, LLC 0.00% Add +1.8% 22,451 $148K
Noble Wealth Management PBC 0.06% Reduce -25.0% 21,144 $139K
Clear Street Group Inc. 0.00% New 20,000 $131K
Tactive Advisors, LLC 0.03% Reduce -0.8% 18,535 $122K
M&T Bank Corp 0.00% No change 18,000 $118K
Decision Investments, Inc. 0.10% Reduce -2.0% 17,450 $115K
Alpine Global Management, LLC 0.02% Reduce -37.8% 16,800 $110K
Apollon Wealth Management, LLC 0.00% Add +3.2% 16,549 $109K
Captrust Financial Advisors 0.00% Add +3.8% 16,367 $108K
Robinson Capital Management, LLC 0.05% New 16,051 $105K
MML Investors Services, LLC 0.00% Add +28.6% 16,035 $105K
Permanent Capital Management, LP 0.01% New 15,539 $102K
Fifth Third Bancorp 0.00% No change 14,523 $95K
GAMCO Investors 0.00% No change 14,000 $92K
Susquehanna International Group, LLP 0.00% No change 13,860 $91K
Evolve Private Wealth, LLC 0.01% Reduce -9.1% 12,719 $84K
Manchester Financial Inc. 0.01% Add +0.8% 12,414 $82K
Grove Street Fiduciary, LLC 0.03% No change 11,532 $76K
Perennial Advisors, LLC 0.01% Add +3.8% 11,198 $74K
PFG Investments, LLC 0.00% No change 10,375 $68K
Parallel Advisors, LLC 0.00% Add +6.2% 9,082 $60K
Royal Bank of Canada 0.00% Add +2.6% 7,243 $48K
Rockefeller Capital Management L.P. 0.00% Add +9.1% 4,497 $30K
Winmill & Co. Inc. 0.01% No change 3,700 $24K
Arax Advisory Partners 0.00% New 3,500 $23K
Clearstead Advisors, LLC 0.00% No change 3,000 $20K
Gill Capital Partners, LLC 0.00% No change 2,376 $16K
Ameritas Advisory Services, LLC 0.00% New 1,920 $13K
Capital Advisors, Ltd. LLC 0.00% No change 1,622 $11K
Consultiva Wealth Management, Corp. 0.02% No change 1,350 $9K
Allied Private Wealth LLC 0.00% — 1,107 $7K
Financial Consulate, Inc. 0.00% No change 1,000 $7K
Axiom Investment Management LLC 0.00% No change 797 $5K
Farther Finance Advisors, LLC 0.00% No change 600 $4K
Steward Partners Investment Advisory, LLC 0.00% No change 533 $4K
ESL Trust Services, LLC 0.00% No change 501 $3K
Kentucky Trust Co 0.00% No change 500 $3K
Bellevue Asset Management, LLC 0.00% No change 420 $3K
Highline Wealth Partners LLC 0.00% No change 350 $2K
Global Retirement Partners, LLC 0.00% — 4 $27
Wells Fargo & Company 0.00% Reduce -100.0% 1 $6

"% of holder's portfolio" is BRW's weight in each manager's 13F, not the share of Saba Capital Income & Opport the manager owns.