BRW Institutional Ownership & Shareholders
SABA CAPITAL INCOME & OPPORT (BRW) is currently held by 93 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $124.83M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of BRW tracked by InsiderSet, reporting ownership valued at approximately $18.04M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.47M, representing an estimated loss of -8.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed BRW value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Toronto Dominion Bank, Rivernorth Capital Management, Llc, and several other long-term asset managers with concentrated positions in SABA CAPITAL INCOME & OPPORT (BRW).
This page ranks the largest institutional BRW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
93
Total Reported Value
$124.83M
Largest Holder
Focus Partners Wealth
Largest Position
$18.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.02% | 2,745,119 | $18,035,434 | $16,470,714 | -$1,564,720 | -8.68% | |
| Toronto Dominion Bank | 0.02% | 2,278,240 | $14,968,037 | $13,669,440 | -$1,298,597 | -8.68% | |
| Rivernorth Capital Management, Llc | 0.58% | 1,861,414 | $12,229,490 | $11,168,484 | -$1,061,006 | -8.68% | |
| Thomas J. Herzfeld Advisors, Inc. | 3.12% | 1,544,694 | $10,148,640 | $9,268,164 | -$880,476 | -8.68% | |
| Penserra Capital Management Llc | 0.08% | 1,505,912 | $9,893,000 | $9,035,472 | -$857,528 | -8.67% | |
| Envestnet Asset Management Inc | 0.00% | 1,075,205 | $7,064,098 | $6,451,230 | -$612,868 | -8.68% | |
| Blue Bell Private Wealth Management, Llc | 0.60% | 842,416 | $5,062,921 | $5,054,496 | -$8,425 | -0.17% | |
| Invesco Ltd. | 0.00% | 740,127 | $4,862,634 | $4,440,762 | -$421,872 | -8.68% | |
| Css Llc/Il | 0.20% | 686,484 | $4,510,200 | $4,118,904 | -$391,296 | -8.68% | |
| Morgan Stanley | 0.00% | 605,349 | $3,977,144 | $3,632,094 | -$345,050 | -8.68% | |
| Lpl Financial Llc | 0.00% | 507,546 | $3,334,578 | $3,045,276 | -$289,302 | -8.68% | |
| Ubs Group Ag | 0.00% | 482,986 | $3,173,218 | $2,897,916 | -$275,302 | -8.68% | |
| Flax Pond Capital, Llc | 1.86% | 405,786 | $2,666,014 | $2,434,716 | -$231,298 | -8.68% | |
| Ethos Financial Group, Llc | 0.11% | 251,018 | $1,649,188 | $1,506,108 | -$143,080 | -8.68% | |
| Adalta Capital Management Llc | 0.72% | 248,039 | $1,629,617 | $1,488,234 | -$141,383 | -8.68% | |
| Osaic Holdings, Inc. | 0.00% | 222,050 | $1,458,855 | $1,332,300 | -$126,555 | -8.67% | |
| Scotia Capital Inc. | 0.01% | 216,897 | $1,425,011 | $1,301,382 | -$123,629 | -8.68% | |
| J.W. Cole Advisors, Inc. | 0.02% | 213,373 | $1,401,863 | $1,280,238 | -$121,625 | -8.68% | |
| Modern Wealth Management, Llc | 0.02% | 207,457 | $1,362,992 | $1,244,742 | -$118,250 | -8.68% | |
| Baird Financial Group, Inc. | 0.00% | 191,877 | $1,260,632 | $1,151,262 | -$109,370 | -8.68% | |
| Marks Group Wealth Management, Inc | 0.10% | 172,790 | $1,135,230 | $1,036,740 | -$98,490 | -8.68% | |
| Svrn Asset Management, Llc | 0.53% | 171,566 | $1,031,112 | $1,029,396 | -$1,716 | -0.17% | |
| Shaker Financial Services, Llc | 0.30% | 153,273 | $921,171 | $919,638 | -$1,533 | -0.17% | |
| Yakira Capital Management, Inc. | 0.25% | 127,896 | $840,277 | $767,376 | -$72,901 | -8.68% | |
| Chicago Partners Investment Group Llc | 0.01% | 120,690 | $704,830 | $724,140 | +$19,310 | +2.74% | |
| Choreo, Llc | 0.01% | 101,726 | $611,373 | $610,356 | -$1,017 | -0.17% | |
| Raymond James Financial Inc | 0.00% | 92,798 | $609,683 | $556,788 | -$52,895 | -8.68% | |
| Next Capital Management Llc | 0.16% | 88,927 | $584,250 | $533,562 | -$50,688 | -8.68% | |
| Peak Financial Advisors Llc | 0.25% | 95,281 | $572,637 | $571,686 | -$951 | -0.17% | |
| Iht Wealth Management, Llc | 0.01% | 75,252 | $494,406 | $451,512 | -$42,894 | -8.68% | |
| Bank Of America Corp | 0.00% | 63,655 | $418,211 | $381,930 | -$36,281 | -8.68% | |
| Landscape Capital Management, L.L.C. | 0.03% | 62,290 | $409,245 | $373,740 | -$35,505 | -8.68% | |
| Seacrest Wealth Management, Llc | 0.04% | 65,556 | $393,992 | $393,336 | -$656 | -0.17% | |
| Truemark Investments, Llc | 0.05% | 59,855 | $393,247 | $359,130 | -$34,117 | -8.68% | |
| North Ground Capital | 0.44% | 56,000 | $367,920 | $336,000 | -$31,920 | -8.68% | |
| Xtx Topco Ltd | 0.00% | 43,643 | $286,735 | $261,858 | -$24,877 | -8.68% | |
| Pnc Financial Services Group, Inc. | 0.00% | 42,662 | $280,292 | $255,972 | -$24,320 | -8.68% | |
| Cetera Investment Advisers | 0.00% | 42,019 | $276,067 | $252,114 | -$23,953 | -8.68% | |
| Corecap Advisors, Llc | 0.01% | 44,999 | $270,450 | $269,994 | -$456 | -0.17% | |
| Jane Street Group, Llc | 0.00% | 35,040 | $230,213 | $210,240 | -$19,973 | -8.68% | |
| Integrated Capital Management, Inc. | 0.15% | 35,487 | $213,274 | $212,922 | -$352 | -0.17% | |
| Stifel Financial Corp | 0.00% | 31,877 | $209,434 | $191,262 | -$18,172 | -8.68% | |
| Bison Wealth, Llc | 0.01% | 28,430 | $166,600 | $170,580 | +$3,980 | +2.39% | |
| Nomura Holdings Inc | 0.00% | 24,980 | $164,119 | $149,880 | -$14,239 | -8.68% | |
| Commonwealth Equity Services, Llc | 0.00% | 27,014 | $162,351 | $162,084 | -$267 | -0.16% | |
| Flagship Harbor Advisors, Llc | 0.01% | 26,733 | $160,664 | $160,398 | -$266 | -0.17% | |
| Marex Group Plc | 0.00% | 24,000 | $157,680 | $144,000 | -$13,680 | -8.68% | |
| Quarry Lp | 0.02% | 23,773 | $156,189 | $142,638 | -$13,551 | -8.68% | |
| Gridiron Partners, Llc | 0.08% | 25,723 | $154,595 | $154,338 | -$257 | -0.17% | |
| Newedge Advisors, Llc | 0.00% | 22,451 | $147,502 | $134,706 | -$12,796 | -8.68% |
Frequently asked questions about BRW
Who are the largest institutional holders of BRW?
The largest institutional holders of BRW reported in the latest SEC Form 13F filings include Focus Partners Wealth, Toronto Dominion Bank, Rivernorth Capital Management, Llc, Thomas J. Herzfeld Advisors, Inc., and Penserra Capital Management Llc. InsiderSet ranks institutional holders by their latest reported BRW position.
What is BRW institutional ownership?
This page tracks BRW positions reported by institutional investment managers through SEC Form 13F. SABA CAPITAL INCOME & OPPORT (BRW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BRW?
InsiderSet currently tracks 93 institutional managers reporting BRW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BRW shareholders.
How much BRW stock do institutions own?
Institutional investment managers disclosed approximately $124.83M in BRW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BRW institutional ownership last updated?
The latest BRW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BRW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BRW position after the reporting date.
Are institutions buying or selling BRW?
Institutional buying and selling can be analyzed by comparing BRW positions across consecutive 13F reporting periods. InsiderSet's BRW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BRW ownership changes.
How has BRW institutional ownership changed over time?
InsiderSet tracks BRW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.