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Equibles

BRW

Saba Capital Income & Opportunities Fund

Company with tickers: BRW

CIK
826020
CUSIP
78518H202
Shares Outstanding
42,886,884
13F Activity (30d)
7 filings 6 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 93
Total Value: $143,607,506
Total Shares: 21,306,759

Institutional Ownership Trend

17 quarters

Superinvestors Holding BRW

All superinvestors →
Mario Gabelli $94,360

Holder Concentration

Across 93 13F filers
Top Holder
13.9%
Sep 2023 → Mar 2026 · range 13.9% – 76.9%
of institutional value
Top 5
47.5%
Sep 2023 → Mar 2026 · range 44.4% – 86.6%
of institutional value
Top 10
67.1%
Sep 2023 → Mar 2026 · range 62.4% – 91.4%
of institutional value
HHI
607
Sep 2023 → Mar 2026 · range 571 – 5,949
Broadly held

Quarterly Activity

vs Jan 1, 2026
New
92
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count: +92
Institutional value: +566.9%
Shares held: +593.6%

Top Buyers

vs Jan 1, 2026
No qualifying movers this quarter.

Top Sellers

vs Jan 1, 2026
Institution Sold Now Holds Open
Large Focus Partners Wealth −111,223 2,960,544

Top New Positions

vs Jan 1, 2026
Institution Acquired Value (USD) Open
Large TORONTO DOMINION BANK 2,278,240 $15,355,337
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC 2,003,606 $13,504,304
Mid Penserra Capital Management LLC 1,454,841 $9,805,628
Small Thomas J. Herzfeld Advisors, Inc. 1,417,189 $9,551,853
Small ABSOLUTE INVESTMENT ADVISERS, LLC 995,965 $6,712,804

Top Sold-Out Positions

vs Jan 1, 2026
No fully closed positions this quarter.
Filter: New 92 Increased 0 Reduced 1 Sold out 0 Unchanged 0
Showing 93 of 93
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large Focus Partners Wealth $19,954,066 13.89% 2,960,544
Large TORONTO DOMINION BANK Bank $15,355,337 10.69% 2,278,240
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $13,504,304 9.40% 2,003,606
Mid Penserra Capital Management LLC $9,805,628 6.83% 1,454,841
Small Thomas J. Herzfeld Advisors, Inc. $9,551,853 6.65% 1,417,189
Small ABSOLUTE INVESTMENT ADVISERS, LLC $6,712,804 4.67% 995,965
Mega ENVESTNET ASSET MANAGEMENT INC $5,970,251 4.16% 885,794
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $5,405,547 3.76% 802,010
Mega Invesco Ltd. $5,344,139 3.72% 792,899
Small CSS LLC/IL $4,773,551 3.32% 708,242
Mega MORGAN STANLEY $4,328,272 3.01% 642,177
Mega UBS Group AG $3,207,497 2.23% 475,890
Mega LPL Financial LLC $3,203,919 2.23% 475,359
Small Quarry LP $3,092,830 2.15% 458,877
Small FLAX POND CAPITAL, LLC $2,734,997 1.90% 405,786
Mid Advisors Asset Management, Inc. $2,014,073 1.40% 298,824
Small Ethos Financial Group, LLC $1,795,542 1.25% 266,401
Small Adalta Capital Management LLC $1,622,128 1.13% 240,672
Large SCOTIA CAPITAL INC. $1,465,100 1.02% 217,374
Mid Modern Wealth Management, LLC $1,356,606 0.94% 201,277
Large OSAIC HOLDINGS, INC. $1,341,165 0.93% 198,986
Large Baird Financial Group, Inc. $1,240,921 0.86% 184,113
Mid PARK AVENUE SECURITIES LLC Broker-Dealer $1,204,384 0.84% 178,692
Micro SVRN Asset Management, LLC $1,203,056 0.84% 178,495
Small Marks Group Wealth Management, Inc $1,164,604 0.81% 172,790
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $1,070,061 0.75% 158,763
Small Logan Stone Capital, LLC $1,033,693 0.72% 153,367
Mid Chicago Partners Investment Group LLC $870,201 0.61% 129,110
Small Yakira Capital Management, Inc. $862,019 0.60% 127,896
Mega RAYMOND JAMES FINANCIAL INC $762,569 0.53% 113,141
Micro RPO LLC $637,381 0.44% 94,567
Micro North Ground Capital $636,471 0.44% 94,432
Mid CHOREO, LLC $634,779 0.44% 94,181
Small Next Capital Management LLC $599,367 0.42% 88,927
Small PEAK FINANCIAL ADVISORS LLC $592,702 0.41% 87,938
Large COHEN & STEERS, INC. $539,200 0.38% 80,000
Mid IHT Wealth Management, LLC $512,192 0.36% 75,993
Mega BANK OF AMERICA CORP /DE/ Bank $481,330 0.34% 71,414
Small Matisse Capital $440,343 0.31% 65,333
Small TrueMark Investments, LLC $376,712 0.26% 55,892
Micro Gridiron Partners, LLC $369,702 0.26% 54,852
Mid WEDBUSH SECURITIES INC Broker-Dealer $352,663 0.25% 52,324
Small SeaCrest Wealth Management, LLC $317,002 0.22% 47,033
Mid XTX Topco Ltd $302,160 0.21% 44,831
Micro INTEGRATED CAPITAL MANAGEMENT, INC. $300,927 0.21% 44,648
Mid READYSTATE ASSET MANAGEMENT LP $298,339 0.21% 44,264
Mega PNC FINANCIAL SERVICES GROUP, INC. $297,045 0.21% 44,072
Large Cetera Investment Advisers $283,120 0.20% 42,006
Small FLAGSHIP HARBOR ADVISORS, LLC $275,032 0.19% 40,806
Large COMMONWEALTH EQUITY SERVICES, LLC $253,322 0.18% 37,585
Large STIFEL FINANCIAL CORP $215,410 0.15% 31,960
Large HighTower Advisors, LLC $204,848 0.14% 30,393
Large Marex Group plc $202,200 0.14% 30,000
Small Noble Wealth Management PBC $190,121 0.13% 28,208
Small Alpine Global Management, LLC $182,121 0.13% 27,021
Large NewEdge Advisors, LLC $148,630 0.10% 22,052
Small Tactive Advisors, LLC $125,936 0.09% 18,685
Large M&T Bank Corp Bank $121,320 0.08% 18,000
Micro DECISION INVESTMENTS, INC $119,972 0.08% 17,800
Mid Apollon Wealth Management, LLC $108,102 0.08% 16,039
Large CAPTRUST FINANCIAL ADVISORS $106,269 0.07% 15,767
Mega CITADEL ADVISORS LLC $100,230 0.07% 14,871
Large FIFTH THIRD BANCORP Bank $97,885 0.07% 14,523
Mid GAMCO INVESTORS, INC. ET AL $94,360 0.07% 14,000
Mid EVOLVE PRIVATE WEALTH, LLC $94,299 0.07% 13,991
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $93,416 0.07% 13,860
Large MML INVESTORS SERVICES, LLC $84,061 0.06% 12,472
Small MANCHESTER FINANCIAL INC $83,003 0.06% 12,315
Large Lido Advisors, LLC $78,116 0.05% 11,590
Micro Grove Street Fiduciary, LLC $77,725 0.05% 11,532
Large Corient Private Wealth LLC $76,424 0.05% 11,339
Large Creative Planning $72,839 0.05% 10,807
Small Perennial Advisors, LLC $72,704 0.05% 10,787
Mid PFG Investments, LLC $69,927 0.05% 10,375
Mid Parallel Advisors, LLC $57,667 0.04% 8,556
Mega WELLS FARGO & COMPANY/MN $52,241 0.04% 7,751
Mega ROYAL BANK OF CANADA Bank $47,563 0.03% 7,057
Mid MAI Capital Management $30,619 0.02% 4,543
Large Rockefeller Capital Management L.P. $27,781 0.02% 4,122
Small WINMILL & CO. INC $24,938 0.02% 3,700
Mid Clearstead Advisors, LLC $20,220 0.01% 3,000
Micro GILL CAPITAL PARTNERS, LLC $16,014 0.01% 2,376
Small Capital Advisors, Ltd. LLC $10,932 0.01% 1,622
Micro CONSULTIVA WEALTH MANAGEMENT, CORP. $9,099 0.01% 1,350
Large CWM, LLC $7,926 0.01% 1,176
Small FINANCIAL CONSULATE, INC $6,740 0.00% 1,000
Small Axiom Investment Management LLC $5,371 0.00% 797
Mid Farther Finance Advisors, LLC $4,044 0.00% 600
Large Steward Partners Investment Advisory, LLC $3,592 0.00% 533
Micro ESL Trust Services, LLC $3,376 0.00% 501
Small Kentucky Trust Co Bank $3,370 0.00% 500
Small BELLEVUE ASSET MANAGEMENT, LLC $2,830 0.00% 420
Small HIGHLINE WEALTH PARTNERS LLC $2,359 0.00% 350

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