Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / Shares of Beneficial Interest
-
Shares outstanding
-
42.5M
-
Number of holders
-
92
-
Total 13F shares, excl. options
-
55.3M
-
Shares change
-
+721K
-
Total reported value, excl. options
-
$98.9M
-
Value change
-
+$5.43M
-
Number of buys
-
50
-
Number of sells
-
-30
-
Price
-
$7.77
Significant Holders of Saba Capital Income & Opportunities Fund - Shares of Beneficial Interest (BRW) as of Q3 2025
102 filings reported holding BRW - Saba Capital Income & Opportunities Fund - Shares of Beneficial Interest as of Q3 2025.
Saba Capital Income & Opportunities Fund - Shares of Beneficial Interest (BRW) has 92 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 55.3M shares
.
Largest 10 shareholders include Gridiron Partners, LLC (42.6M shares), Kovitz Investment Group Partners, LLC (2.32M shares), Thomas J. Herzfeld Advisors, Inc. (1.18M shares), Penserra Capital Management LLC (1.17M shares), MORGAN STANLEY (731K shares), ENVESTNET ASSET MANAGEMENT INC (710K shares), SEVEN MILE ADVISORY (610K shares), Invesco Ltd. (540K shares), LPL Financial LLC (415K shares), and RIVERNORTH CAPITAL MANAGEMENT, LLC (381K shares).
This table shows the top 92 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.