SABA CAPITAL INCOME & OPPORT (BRW) Institutional Shareholders
SABA CAPITAL INCOME & OPPORT (BRW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $127.49M in BRW holdings during the latest filing period.
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 $17.13M, representing an estimated loss of -5.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% 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
$127.49M
Largest Holder
Focus Partners Wealth
Largest Position
$18.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
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 | $17,129,543 | -$905,891 | -5.02% | |
| Toronto Dominion Bank | 0.02% | 2,278,240 | $14,968,037 | $14,216,218 | -$751,819 | -5.02% | |
| Rivernorth Capital Management, Llc | 0.58% | 1,861,414 | $12,229,490 | $11,615,223 | -$614,267 | -5.02% | |
| Thomas J. Herzfeld Advisors, Inc. | 3.12% | 1,544,694 | $10,148,640 | $9,638,891 | -$509,749 | -5.02% | |
| Penserra Capital Management Llc | 0.08% | 1,505,912 | $9,893,000 | $9,396,891 | -$496,109 | -5.01% | |
| Envestnet Asset Management Inc | 0.00% | 1,075,205 | $7,064,098 | $6,709,279 | -$354,819 | -5.02% | |
| Blue Bell Private Wealth Management, Llc | 0.68% | 829,855 | $5,452,145 | $5,178,295 | -$273,850 | -5.02% | |
| Invesco Ltd. | 0.00% | 740,127 | $4,862,634 | $4,618,392 | -$244,242 | -5.02% | |
| Css Llc/Il | 0.20% | 686,484 | $4,510,200 | $4,283,660 | -$226,540 | -5.02% | |
| Morgan Stanley | 0.00% | 605,349 | $3,977,144 | $3,777,378 | -$199,766 | -5.02% | |
| Lpl Financial Llc | 0.00% | 507,546 | $3,334,578 | $3,167,087 | -$167,491 | -5.02% | |
| Ubs Group Ag | 0.00% | 482,986 | $3,173,218 | $3,013,833 | -$159,385 | -5.02% | |
| Flax Pond Capital, Llc | 1.86% | 405,786 | $2,666,014 | $2,532,105 | -$133,909 | -5.02% | |
| Ethos Financial Group, Llc | 0.11% | 251,018 | $1,649,188 | $1,566,352 | -$82,836 | -5.02% | |
| Adalta Capital Management Llc | 0.72% | 248,039 | $1,629,617 | $1,547,763 | -$81,854 | -5.02% | |
| Osaic Holdings, Inc. | 0.00% | 222,050 | $1,458,855 | $1,385,592 | -$73,263 | -5.02% | |
| Scotia Capital Inc. | 0.01% | 216,897 | $1,425,011 | $1,353,437 | -$71,574 | -5.02% | |
| J.W. Cole Advisors, Inc. | 0.02% | 213,373 | $1,401,863 | $1,331,448 | -$70,415 | -5.02% | |
| Modern Wealth Management, Llc | 0.02% | 207,457 | $1,362,992 | $1,294,532 | -$68,460 | -5.02% | |
| Baird Financial Group, Inc. | 0.00% | 191,877 | $1,260,632 | $1,197,312 | -$63,320 | -5.02% | |
| Park Avenue Securities Llc | 0.01% | 178,401 | $1,172,000 | $1,113,222 | -$58,778 | -5.02% | |
| Marks Group Wealth Management, Inc | 0.10% | 172,790 | $1,135,230 | $1,078,210 | -$57,020 | -5.02% | |
| Svrn Asset Management, Llc | 0.58% | 171,487 | $1,126,671 | $1,070,079 | -$56,592 | -5.02% | |
| Yakira Capital Management, Inc. | 0.25% | 127,896 | $840,277 | $798,071 | -$42,206 | -5.02% | |
| Chicago Partners Investment Group Llc | 0.02% | 122,851 | $815,733 | $766,590 | -$49,143 | -6.02% | |
| Choreo, Llc | 0.01% | 103,861 | $682,367 | $648,093 | -$34,274 | -5.02% | |
| Raymond James Financial Inc | 0.00% | 92,798 | $609,683 | $579,060 | -$30,623 | -5.02% | |
| Peak Financial Advisors Llc | 0.24% | 89,996 | $591,275 | $561,575 | -$29,700 | -5.02% | |
| Next Capital Management Llc | 0.16% | 88,927 | $584,250 | $554,904 | -$29,346 | -5.02% | |
| Shaker Financial Services, Llc | 0.16% | 75,815 | $498,105 | $473,086 | -$25,019 | -5.02% | |
| Iht Wealth Management, Llc | 0.01% | 75,252 | $494,406 | $469,572 | -$24,834 | -5.02% | |
| Seacrest Wealth Management, Llc | 0.05% | 64,018 | $420,598 | $399,472 | -$21,126 | -5.02% | |
| Bank Of America Corp | 0.00% | 63,655 | $418,211 | $397,207 | -$21,004 | -5.02% | |
| Landscape Capital Management, L.L.C. | 0.03% | 62,290 | $409,245 | $388,690 | -$20,555 | -5.02% | |
| Truemark Investments, Llc | 0.05% | 59,855 | $393,247 | $373,495 | -$19,752 | -5.02% | |
| Absolute Investment Advisers, Llc | 0.04% | 57,853 | $380,094 | $361,003 | -$19,091 | -5.02% | |
| North Ground Capital | 0.44% | 56,000 | $367,920 | $349,440 | -$18,480 | -5.02% | |
| Wedbush Securities Inc | 0.01% | 50,051 | $329,000 | $312,318 | -$16,682 | -5.07% | |
| Commonwealth Equity Services, Llc | 0.00% | 49,909 | $327,900 | $311,432 | -$16,468 | -5.02% | |
| Corecap Advisors, Llc | 0.01% | 49,394 | $324,517 | $308,219 | -$16,298 | -5.02% | |
| Xtx Topco Ltd | 0.00% | 43,643 | $286,735 | $272,332 | -$14,403 | -5.02% | |
| Pnc Financial Services Group, Inc. | 0.00% | 42,662 | $280,292 | $266,211 | -$14,081 | -5.02% | |
| Flagship Harbor Advisors, Llc | 0.01% | 42,624 | $280,040 | $265,974 | -$14,066 | -5.02% | |
| Cetera Investment Advisers | 0.00% | 42,019 | $276,067 | $262,199 | -$13,868 | -5.02% | |
| Integrated Capital Management, Inc. | 0.17% | 37,517 | $246,485 | $234,106 | -$12,379 | -5.02% | |
| Jane Street Group, Llc | 0.00% | 35,040 | $230,213 | $218,650 | -$11,563 | -5.02% | |
| Stifel Financial Corp | 0.00% | 31,877 | $209,434 | $198,912 | -$10,522 | -5.02% | |
| Gridiron Partners, Llc | 0.09% | 25,723 | $166,942 | $160,512 | -$6,430 | -3.85% | |
| Nomura Holdings Inc | 0.00% | 24,980 | $164,119 | $155,875 | -$8,244 | -5.02% | |
| Bison Wealth, Llc | 0.01% | 24,103 | $161,974 | $150,403 | -$11,571 | -7.14% |
Frequently asked questions about BRW
Who owns the most BRW stock?
The largest holders of BRW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SABA CAPITAL INCOME & OPPORT (BRW).
Is BRW widely held by superinvestors?
Many widely followed stocks like BRW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BRW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.