Who owns Saba Capital Income & Opportunities Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BRW from SEC Form 13F filings across 96 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 96 institutions disclosed 19.7M shares of Saba Capital Income & Opportunities Fund worth $129.6M — about 46.4% of shares outstanding; the largest disclosed holder is Focus Partners Wealth. Source: SEC Form 13F filings, parsed by EvidInvest.
96
13F holders
$129.6M
value, 2026 filers
46.4%
of shares outstanding (19.7M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BRW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.7M | $18.0M | 0.0% | 6.5% | -7.3% |
| 2 | TORONTO DOMINION BANK | 2.3M | $15.0M | 0.0% | 5.4% | 0.0% |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.9M | $12.2M | 0.6% | 4.4% | -7.1% |
| 4 | Thomas J. Herzfeld Advisors, Inc. | 1.5M | $10.1M | 3.1% | 3.6% | +9.0% |
| 5 | Penserra Capital Management LLC | 1.5M | $9.9M | 0.1% | 3.5% | +3.5% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $7.1M | 0.0% | 2.5% | +21.4% |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 829,855 | $5.5M | 0.7% | 2% | +3.5% |
| 8 | Invesco Ltd. | 740,127 | $4.9M | 0.0% | 1.7% | -6.7% |
| 9 | CSS LLC/IL | 686,484 | $4.5M | 0.2% | 1.6% | -3.1% |
| 10 | MORGAN STANLEY | 605,349 | $4.0M | 0.0% | 1.4% | -5.7% |
| 11 | LPL Financial LLC | 507,546 | $3.3M | 0.0% | 1.2% | +6.8% |
| 12 | UBS Group AG | 482,986 | $3.2M | 0.0% | 1.1% | +1.5% |
| 13 | FLAX POND CAPITAL, LLC | 405,786 | $2.7M | 2.2% | 1% | 0.0% |
| 14 | Advisors Asset Management, Inc. | 296,959 | $2.0M | 0.0% | 0.7% | -0.6% |
| 15 | Ethos Financial Group, LLC | 251,018 | $1.6M | 0.1% | 0.6% | -5.8% |
| 16 | Adalta Capital Management LLC | 248,039 | $1.6M | 0.7% | 0.6% | +3.1% |
| 17 | OSAIC HOLDINGS, INC. | 222,050 | $1.5M | 0.0% | 0.5% | +11.6% |
| 18 | SCOTIA CAPITAL INC. | 216,897 | $1.4M | 0.0% | 0.5% | -0.2% |
| 19 | J.W. COLE ADVISORS, INC.NEW | 213,373 | $1.4M | 0.0% | 0.5% | new |
| 20 | Modern Wealth Management, LLC | 207,457 | $1.4M | 0.0% | 0.5% | +3.1% |
| 21 | Baird Financial Group, Inc. | 191,877 | $1.3M | 0.0% | 0.5% | +4.2% |
| 22 | PARK AVENUE SECURITIES LLC | 178,401 | $1.2M | 0.0% | 0.4% | -0.2% |
| 23 | Marks Group Wealth Management, Inc | 172,790 | $1.1M | 0.1% | 0.4% | 0.0% |
| 24 | SVRN Asset Management, LLC | 171,487 | $1.1M | 0.6% | 0.4% | -3.9% |
| 25 | Yakira Capital Management, Inc. | 127,896 | $840,277 | 0.2% | 0.3% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.