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BRW

Saba Capital Income & Opportunities Fund

Company with tickers: BRW

CIK
826020
CUSIP
78518H202
Shares Outstanding
42,886,884
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 92
Total Value: $143,600,370
Total Shares: 21,305,700

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 92 13F filers · Δ vs Dec 31, 2025
Top Holder
13.9%
Jun 2023 → Mar 2026 · range 13.9% – 77.0%
−1.5 pts
Top 5
47.5%
Jun 2023 → Mar 2026 · range 46.0% – 86.8%
+1.5 pts
Top 10
67.1%
Jun 2023 → Mar 2026 · range 64.4% – 91.6%
+2.8 pts
HHI
607
Jun 2023 → Mar 2026 · range 600 – 5,969
Broadly held +7

Quarterly Activity

vs Dec 31, 2025
New
12
Increased
34
Decreased
28
Sold Out
21
Unchanged
18
Holder count: -9
Institutional value: +5.1%
Shares held: +9.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Mega MORGAN STANLEY +641,664 641,915
Small ABSOLUTE INVESTMENT ADVISERS, LLC +263,849 995,965
Mega ENVESTNET ASSET MANAGEMENT INC +253,976 885,794
Small Quarry LP +169,652 458,877
Mid Penserra Capital Management LLC +165,737 1,454,841

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Small Thomas J. Herzfeld Advisors, Inc. −417,525 1,417,189
Mid NewEdge Advisors, LLC −194,633 22,052
Small Noble Wealth Management PBC −123,496 28,208
Micro North Ground Capital −68,682 94,432
Large Focus Partners Wealth −47,723 2,960,544

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Large TORONTO DOMINION BANK 2,278,240 $15,355,337
Micro RPO LLC 94,567 $637,381
Mid XTX Topco Ltd 44,831 $302,160
Large Marex Group plc 30,000 $202,200
Small Alpine Global Management, LLC 27,021 $182,121

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Micro SEVEN MILE ADVISORY 816,075 $5,720,685
Mid J.W. COLE ADVISORS, INC. 214,852 $1,506,112
Small Shaker Financial Services, LLC 181,599 $1,273,008
Mega JANE STREET GROUP, LLC 143,492 $1,005,878
Mid NINE MASTS CAPITAL Ltd 54,542 $382,339
92 of 92 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Large Focus Partners Wealth $19,954,066 13.90% 2,960,544 View
Large TORONTO DOMINION BANK $15,355,337 10.69% 2,278,240 View
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $13,504,304 9.40% 2,003,606 View
Mid Penserra Capital Management LLC $9,805,628 6.83% 1,454,841 View
Small Thomas J. Herzfeld Advisors, Inc. $9,551,853 6.65% 1,417,189 View
Small ABSOLUTE INVESTMENT ADVISERS, LLC $6,712,804 4.67% 995,965 View
Mega ENVESTNET ASSET MANAGEMENT INC $5,970,251 4.16% 885,794 View
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $5,405,547 3.76% 802,010 View
Mega Invesco Ltd. $5,344,139 3.72% 792,899 View
Small CSS LLC/IL $4,773,551 3.32% 708,242 View
Mega MORGAN STANLEY $4,326,507 3.01% 641,915 View
Mega UBS Group AG $3,207,497 2.23% 475,890 View
Mega LPL Financial LLC $3,203,919 2.23% 475,359 View
Small Quarry LP $3,092,830 2.15% 458,877 View
Small FLAX POND CAPITAL, LLC $2,734,997 1.90% 405,786 View
Mid Advisors Asset Management, Inc. $2,014,073 1.40% 298,824 View
Small Ethos Financial Group, LLC $1,795,542 1.25% 266,401 View
Small Adalta Capital Management LLC $1,622,128 1.13% 240,672 View
Large SCOTIA CAPITAL INC. $1,465,100 1.02% 217,374 View
Mid Modern Wealth Management, LLC $1,356,606 0.94% 201,277 View
Mid OSAIC HOLDINGS, INC. $1,341,165 0.93% 198,986 View
Large Baird Financial Group, Inc. $1,240,921 0.86% 184,113 View
Mid PARK AVENUE SECURITIES LLC $1,204,384 0.84% 178,692 View
Micro SVRN Asset Management, LLC $1,203,056 0.84% 178,495 View
Small Marks Group Wealth Management, Inc $1,164,604 0.81% 172,790 View
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $1,070,061 0.75% 158,763 View
Small Logan Stone Capital, LLC $1,033,693 0.72% 153,367 View
Mid Chicago Partners Investment Group LLC $870,201 0.61% 129,110 View
Small Yakira Capital Management, Inc. $862,019 0.60% 127,896 View
Mega RAYMOND JAMES FINANCIAL INC $762,569 0.53% 113,141 View
Micro RPO LLC $637,381 0.44% 94,567 View
Micro North Ground Capital $636,471 0.44% 94,432 View
Mid CHOREO, LLC $634,779 0.44% 94,181 View
Small Next Capital Management LLC $599,367 0.42% 88,927 View
Small PEAK FINANCIAL ADVISORS LLC $592,702 0.41% 87,938 View
Large COHEN & STEERS, INC. $539,200 0.38% 80,000 View
Mid IHT Wealth Management, LLC $512,192 0.36% 75,993 View
Mega BANK OF AMERICA CORP /DE/ $481,330 0.34% 71,414 View
Small Matisse Capital $440,343 0.31% 65,333 View
Small TrueMark Investments, LLC $376,712 0.26% 55,892 View
Micro Gridiron Partners, LLC $369,702 0.26% 54,852 View
Mid WEDBUSH SECURITIES INC $352,663 0.25% 52,324 View
Small SeaCrest Wealth Management, LLC $317,002 0.22% 47,033 View
Mid XTX Topco Ltd $302,160 0.21% 44,831 View
Micro INTEGRATED CAPITAL MANAGEMENT, INC. $300,927 0.21% 44,648 View
Mid READYSTATE ASSET MANAGEMENT LP $298,339 0.21% 44,264 View
Mid PNC FINANCIAL SERVICES GROUP, INC. $297,045 0.21% 44,072 View
Large Cetera Investment Advisers $283,120 0.20% 42,006 View
Small FLAGSHIP HARBOR ADVISORS, LLC $275,032 0.19% 40,806 View
Large COMMONWEALTH EQUITY SERVICES, LLC $253,322 0.18% 37,585 View
Large STIFEL FINANCIAL CORP $215,410 0.15% 31,960 View
Large HighTower Advisors, LLC $204,848 0.14% 30,393 View
Large Marex Group plc $202,200 0.14% 30,000 View
Small Noble Wealth Management PBC $190,121 0.13% 28,208 View
Small Alpine Global Management, LLC $182,121 0.13% 27,021 View
Mid NewEdge Advisors, LLC $148,630 0.10% 22,052 View
Small Tactive Advisors, LLC $125,936 0.09% 18,685 View
Large M&T Bank Corp $121,320 0.08% 18,000 View
Micro DECISION INVESTMENTS, INC $119,972 0.08% 17,800 View
Mid Apollon Wealth Management, LLC $108,102 0.08% 16,039 View
Large CAPTRUST FINANCIAL ADVISORS $106,269 0.07% 15,767 View
Mega CITADEL ADVISORS LLC $100,230 0.07% 14,871 View
Large FIFTH THIRD BANCORP $97,885 0.07% 14,523 View
Mid GAMCO INVESTORS, INC. ET AL $94,360 0.07% 14,000 View
Mid EVOLVE PRIVATE WEALTH, LLC $94,299 0.07% 13,991 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $93,416 0.07% 13,860 View
Large MML INVESTORS SERVICES, LLC $84,061 0.06% 12,472 View
Small MANCHESTER FINANCIAL INC $83,003 0.06% 12,315 View
Large Lido Advisors, LLC $78,116 0.05% 11,590 View
Micro Grove Street Fiduciary, LLC $77,725 0.05% 11,532 View
Large Corient Private Wealth LLC $76,424 0.05% 11,339 View
Large Creative Planning $72,839 0.05% 10,807 View
Small Perennial Advisors, LLC $72,704 0.05% 10,787 View
Mid PFG Investments, LLC $69,927 0.05% 10,375 View
Mid Parallel Advisors, LLC $57,667 0.04% 8,556 View
Mega WELLS FARGO & COMPANY/MN $52,241 0.04% 7,751 View
Mega ROYAL BANK OF CANADA $47,563 0.03% 7,057 View
Mid MAI Capital Management $30,619 0.02% 4,543 View
Large Rockefeller Capital Management L.P. $27,781 0.02% 4,122 View
Small WINMILL & CO. INC $24,938 0.02% 3,700 View
Mid Clearstead Advisors, LLC $20,220 0.01% 3,000 View
Micro GILL CAPITAL PARTNERS, LLC $16,014 0.01% 2,376 View
Small Capital Advisors, Ltd. LLC $10,932 0.01% 1,622 View
Micro CONSULTIVA WEALTH MANAGEMENT, CORP. $9,099 0.01% 1,350 View
Large CWM, LLC $7,926 0.01% 1,176 View
Small FINANCIAL CONSULATE, INC $6,740 0.00% 1,000 View
Mid Farther Finance Advisors, LLC $4,044 0.00% 600 View
Large Steward Partners Investment Advisory, LLC $3,592 0.00% 533 View
Micro ESL Trust Services, LLC $3,376 0.00% 501 View
Small Kentucky Trust Co $3,370 0.00% 500 View
Small BELLEVUE ASSET MANAGEMENT, LLC $2,830 0.00% 420 View
Small HIGHLINE WEALTH PARTNERS LLC $2,359 0.00% 350 View

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