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Equibles

NewEdge Advisors, LLC

Position in BRW — Saba Capital Income & Opportunities Fund

CIK 1633516 NEW ORLEANS, LA
Back to BRW Full portfolio

Position in BRW

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$147,503
+$125,451 QoQ
Shares Held
22,451
+1.8% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 96 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BRW Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $346,664,669 across 298 Asset Management names. BRW ranks #226 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 73,695 $70,862,164
2 BX
Blackstone Inc.
 93,282 $10,976,492
3 PSUS
Pershing Square USA, Ltd.
 254,260 $9,504,238
4 PDI
PIMCO Dynamic Income Fund
 431,148 $7,200,171
5 UTG
Reaves Utility Income Fund
 172,636 $7,029,737
6 NAD
Nuveen Quality Municipal Income Fund
 486,357 $5,894,646
7 IVZ
Invesco Ltd.
 222,541 $5,872,856
8 KKR
KKR & Co. Inc.
 62,393 $5,726,429

All Filings in BRW

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $147,503 22,451
2026-03-31 $22,052 22,052
2025-12-31 $1,518,961 216,685
2025-09-30 $2,407,495 309,845
2025-06-30 $2,274,411 282,185
2025-03-31 $1,876,011 241,754
2024-12-31 $933,411 122,495
2024-09-30 $222,417 29,304
2024-06-30 $142,637 20,261
2024-03-31 $109,131 14,970
2021-12-31 $119,924 26,532