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Disclosery

SABA SABA CAPITAL INCOME & OPPORT

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COM NEW (fund), issuer CIK 828803

86 managers (86 13F filers) reported a position in SABA shares at 2025-12-31, 14,492,613 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
86
13F filers
86
New
10
Added
20
Reduced
28
Sold out
5
Shares held by filers
14,492,613

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RIVERNORTH CAPITAL MANAGEMENT, LLC2,791,049$23M1.09%-180,48113F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.2,190,968$18.1M0.61%-438,83413F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.1,590,092$13.1M4.44%-197,35413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,020,851$8.42M0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC927,440$7.65M<0.01%-28,07013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN663,684$5.48M<0.01%-80,29513F-HRTimelineGroup
Shaker Financial Services, LLC439,104$3.62M1.15%-9,00013F-HRTimeline
SCOTIA CAPITAL INC.437,492$3.61M0.01%+8,60913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.418,725$3.45M<0.01%+15,20413F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp335,657$2.77M0.01%+19,65513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY304,748$2.51M<0.01%-90,58713F-HR/ATimelineGroup
FLAX POND CAPITAL, LLC282,533$2.33M1.73%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC267,589$2.21M0.32%+69,02613F-HRTimeline
Advisors Asset Management, Inc.261,272$2.16M0.04%+1,85713F-HR/ATimeline
SEVEN MILE ADVISORY244,179$2.01M0.35%+54713F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC213,261$1.76M0.34%+5,24713F-HRTimelineGroup
Closed-End Fund Advisors, Inc.186,283$1.54M0.91%13F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC176,134$1.45M4.4%13F-HRTimeline
CHOREO, LLC126,366$1.06M0.01%-9,94813F-HRTimeline
CSS LLC/IL125,609$1.04M0.06%-1,99013F-HRTimeline
Hara Capital LLC124,911$1.03M0.57%+47,83613F-HRTimeline
Mutual Advisors, LLC115,115$950K0.02%-5,62013F-HRTimeline
Comprehensive Money Management Services…114,923$948K0.65%+5,71513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.101,818$840K<0.01%+7,86613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC87,460$722K<0.01%+6,22913F-HRTimelineGroup
Private Advisor Group, LLC79,448$655K<0.01%-2,80013F-HRTimeline
Almitas Capital LLC64,130$529K0.12%new13F-HRTimeline
Winter & Associates, Inc.61,560$508K0.47%13F-HRTimeline
Gridiron Partners, LLC56,708$468K0.27%-337,97413F-HRTimeline
Noble Wealth Management PBC51,533$425K0.21%-57613F-HRTimeline
Catalina Capital Group, LLC47,012$388K0.24%+10113F-HRTimeline
Diesslin Group, Inc.45,969$379K0.15%13F-HRTimeline
Visionary Horizons, LLC45,776$378K0.2%013F-HRTimeline
LPL Financial LLC34,619$286K<0.01%+3,71113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC30,418$251K0.01%013F-HRTimeline
Avion Wealth28,905$238K0.05%-8,18613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,118$191K<0.01%-13,64513F-HRTimelineGroup
K2 PRINCIPAL FUND, L.P.22,700$187K0.02%-30013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,212$167K0.01%-39813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,800$163K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC19,135$158K<0.01%-3,32413F-HRTimeline
Independent Advisor Alliance18,725$154K<0.01%-6,50013F-HRTimeline
Harbour Capital Advisors, LLC18,000$149K0.03%-7,11713F-HRTimeline
Gilman Hill Asset Management, LLC17,500$144K0.02%+2,50013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.16,875$139K0.08%013F-HRTimeline
PATRON PARTNERS, LLC16,490$136K0.06%013F-HRTimeline
Capital Investment Advisors, LLC14,381$119K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…14,251$118K<0.01%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC14,208$117K0.07%+28213F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…14,062$116K0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,346$112K<0.01%-1913F-HRTimeline
Clear Creek Financial Management, LLC13,025$107K0.01%013F-HRTimeline
HB Wealth Management, LLC12,500$103K<0.01%013F-HRTimeline
Rock Point Advisors, LLC12,088$99.7K0.02%-4,75013F-HRTimeline
Farther Finance Advisors, LLC12,035$99.3K<0.01%+3,75013F-HRTimeline
Joel Isaacson & Co., LLC11,500$94.9K<0.01%013F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC11,343$93.6K0.04%13F-HRTimeline
UBS Group AGin group UBS Group AG10,182$84K<0.01%-3,54813F-HRTimelineGroup
Abel Hall, LLC10,000$82.5K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,953$57K<0.01%-44113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,713$55.4K<0.01%-2,47513F-HRTimeline
Allworth Financial LP5,243$43.3K<0.01%+36113F-HRTimeline
Clearstead Advisors, LLC4,917$40.6K<0.01%-12513F-HRTimeline
North Star Investment Management Corp.3,542$29.2K<0.01%+3713F-HRTimeline
JNBA Financial Advisors3,487$28.8K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,189$26.3K<0.01%+1,25913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,894$15.6K<0.01%-1213F-HR/ATimelineGroup
Investors Research Corp1,335$11K<0.01%013F-HRTimeline
Fortitude Family Office, LLC1,000$8.25K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC979$8.08K<0.01%13F-HRTimeline
Global Retirement Partners, LLC615$5.07K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC575$4.74K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.509$4.2K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC500$4.15K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…500$4.12K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.339$2.8K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.325$2.68K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp300$2.48K<0.01%013F-HRTimelineGroup
Gould Capital, LLC300$2.48K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC168$1.39K<0.01%new13F-HRTimeline
WPG Advisers, LLC122$1.01K<0.01%-11213F-HRTimeline
CWM, LLCin group CWM, LLC110$1K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC65$536<0.01%013F-HRTimeline
CoreCap Advisors, LLC50$413<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC49$403<0.01%+113F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC17$140<0.01%013F-HRTimelineGroup