Saba Capital Income & OpportBRW
13F holders, Q1 2026 (March 31)93holders −9
11new positions
19sold out
2famous investors
$6.74avg. 13F price*
At the end of Q1 2026, 93 institutions reported holding Saba Capital Income & Opport (BRW) in their 13F filings, down 9 from Q4 2025. 11 opened new positions and 19 sold out. The largest holders were Focus Partners Wealth ($20.0M), Toronto Dominion Bank ($15.4M) and Rivernorth Capital Management, LLC ($13.5M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Saba Capital Income & Opport
- CUSIP
- 78518H202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $17.1M |
| Exits | 19 | $11.2M |
All 13F filers, Q4 2025 → Q1 2026: 3,881,853 shares bought and 2,755,472 shares sold, net +1,126,381 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Focus Partners Wealth | 0.02% | Reduce -1.6% | 2,960,544 | $20.0M |
| Toronto Dominion Bank | 0.03% | New | 2,278,240 | $15.4M |
| Rivernorth Capital Management, LLC | 0.68% | Reduce -0.7% | 2,003,606 | $13.5M |
| Penserra Capital Management LLC | 0.12% | Add +12.9% | 1,454,841 | $9.8M |
| Thomas J. Herzfeld Advisors, Inc. | 3.25% | Reduce -22.8% | 1,417,189 | $9.6M |
| Absolute Investment Advisers, LLC | 0.79% | Add +36.0% | 995,965 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +40.2% | 885,794 | $6.0M |
| Blue Bell Private Wealth Management, LLC | 0.78% | Add +5.4% | 802,010 | $5.4M |
| Invesco Ltd. | 0.00% | Add +10.6% | 792,899 | $5.3M |
| CSS LLC | 0.75% | Reduce -4.2% | 708,242 | $4.8M |
| Morgan Stanley | 0.00% | Reduce -6.2% | 642,177 | $4.3M |
| UBS Group AG | 0.00% | Add +12.3% | 475,890 | $3.2M |
| LPL Financial LLC | 0.00% | Add +13.8% | 475,359 | $3.2M |
| Quarry LP | 0.64% | Add +58.7% | 458,877 | $3.1M |
| Flax Pond Capital, LLC | 2.20% | Add +2.5% | 405,786 | $2.7M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -0.6% | 298,824 | $2.0M |
| Ethos Financial Group, LLC | 0.14% | No change | 266,401 | $1.9M |
| Adalta Capital Management LLC | 0.78% | Add +6.6% | 240,672 | $1.6M |
| Scotia Capital Inc. | 0.01% | Add +0.9% | 217,374 | $1.5M |
| Modern Wealth Management, LLC | 0.02% | Add +11.5% | 201,277 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +16.5% | 198,986 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.5% | 184,113 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +6.0% | 178,692 | $1.2M |
| SVRN Asset Management, LLC | 1.16% | Add +1.5% | 178,495 | $1.2M |
| Marks Group Wealth Management, Inc | 0.11% | Reduce -6.9% | 172,790 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.07% | Add +79.3% | 158,763 | $1.1M |
| Logan Stone Capital, LLC | 0.29% | Reduce -12.9% | 153,367 | $1.0M |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -5.3% | 129,110 | $886K |
| Yakira Capital Management, Inc. | 0.25% | Reduce -1.1% | 127,896 | $862K |
| Raymond James Financial Inc. | 0.00% | Add +8.8% | 113,141 | $763K |
| Rpo LLC | 3.31% | New | 94,567 | $637K |
| North Ground Capital | 0.77% | Reduce -42.1% | 94,432 | $636K |
| Choreo, LLC | 0.01% | Reduce -31.5% | 94,181 | $635K |
| Next Capital Management LLC | 0.18% | No change | 88,927 | $599K |
| Peak Financial Advisors LLC | 0.26% | Add +3.8% | 87,938 | $593K |
| Cohen & Steers, Inc. | 0.00% | Reduce -27.3% | 80,000 | $539K |
| IHT Wealth Management, LLC | 0.01% | Add +37.4% | 75,993 | $512K |
| Bank of America Corp. | 0.00% | Reduce -26.2% | 71,414 | $481K |
| Matisse Capital | 0.19% | No change | 65,333 | $440K |
| TrueMark Investments, LLC | 0.07% | Add +5.4% | 55,892 | $377K |
| Gridiron Partners, LLC | 0.23% | Add +134.0% | 54,852 | $370K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.6% | 52,324 | $353K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +1.0% | 47,033 | $317K |
| XTX Topco Ltd | 0.01% | New | 44,831 | $302K |
| Integrated Capital Management, Inc. | 0.20% | Add +12.9% | 44,648 | $301K |
| Readystate Asset Management LP | 0.03% | Reduce -39.9% | 44,264 | $298K |
| PNC Financial Services Group, Inc. | 0.00% | Add +28.4% | 44,072 | $297K |
| Cetera Investment Advisers | 0.00% | Reduce -2.1% | 42,006 | $283K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -2.3% | 40,806 | $275K |
| Commonwealth Equity Services, LLC | 0.00% | Add +24.2% | 37,585 | $253K |
| Stifel Financial Corp. | 0.00% | Reduce -0.0% | 31,960 | $215K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.0% | 30,393 | $205K |
| Marex Group Ltd | 0.00% | New | 30,000 | $202K |
| Noble Wealth Management PBC | 0.10% | Reduce -81.4% | 28,208 | $190K |
| Alpine Global Management, LLC | 0.03% | New | 27,021 | $182K |
| NewEdge Advisors, LLC | 0.00% | Reduce -89.8% | 22,052 | $149K |
| Tactive Advisors, LLC | 0.04% | Reduce -17.1% | 18,685 | $126K |
| M&T Bank Corp | 0.00% | No change | 18,000 | $121K |
| Decision Investments, Inc. | 0.14% | Add +13.4% | 17,800 | $120K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -9.9% | 16,039 | $108K |
| Captrust Financial Advisors | 0.00% | Add +3.9% | 15,767 | $106K |
| Citadel Advisors | 0.00% | Reduce -37.3% | 14,871 | $100K |
| Fifth Third Bancorp | 0.00% | New | 14,523 | $98K |
| GAMCO Investors | 0.00% | No change | 14,000 | $94K |
| Evolve Private Wealth, LLC | 0.01% | New | 13,991 | $94K |
| Susquehanna International Group, LLP | 0.00% | No change | 13,860 | $93K |
| MML Investors Services, LLC | 0.00% | Reduce -19.1% | 12,472 | $84K |
| Manchester Financial Inc. | 0.02% | Add +2.6% | 12,315 | $83K |
| Lido Advisors, LLC | 0.00% | New | 11,590 | $78K |
| Grove Street Fiduciary, LLC | 0.03% | No change | 11,532 | $78K |
| Corient Private Wealth LP | 0.00% | Reduce -34.1% | 11,339 | $76K |
| Creative Planning | 0.00% | New | 10,807 | $73K |
| Perennial Advisors, LLC | 0.01% | Add +3.9% | 10,787 | $73K |
| PFG Investments, LLC | 0.00% | New | 10,375 | $70K |
| Parallel Advisors, LLC | 0.00% | Add +25.2% | 8,556 | $58K |
| Wells Fargo & Company | 0.00% | Add +775000.0% | 7,751 | $52K |
| Royal Bank of Canada | 0.00% | Reduce -53.9% | 7,057 | $48K |
| MAI Capital Management | 0.00% | No change | 4,543 | $31K |
| Rockefeller Capital Management L.P. | 0.00% | Add +89.0% | 4,122 | $28K |
| Winmill & Co. Inc. | 0.01% | No change | 3,700 | $25K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,000 | $20K |
| Gill Capital Partners, LLC | 0.00% | New | 2,376 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1,622 | $11K |
| Consultiva Wealth Management, Corp. | 0.03% | No change | 1,350 | $9K |
| Cwm, LLC | 0.00% | Add +1.3% | 1,176 | $8K |
| Financial Consulate, Inc. | 0.00% | No change | 1,000 | $7K |
| Axiom Investment Management LLC | 0.00% | — | 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 |
"% of holder's portfolio" is BRW's weight in each manager's 13F, not the share of Saba Capital Income & Opport the manager owns.