| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $23.8M | 2.86M | Added | Q1 2026 |
| 2 | SCOTIA CAPITAL INC. | $3.7M | 443.2K | Added | Q1 2026 |
| 3 | Fiera Capital Corp | $2.7M | 320.1K | Reduced | Q1 2026 |
| 4 | Advisors Asset Management, Inc. | $2.2M | 260.4K | Reduced | Q1 2026 |
| 5 | CSS LLC/IL | $1.4M | 171.1K | Added | Q1 2026 |
| 6 | Mutual Advisors, LLC | $955K | 114.8K | Reduced | Q1 2026 |
| 7 | Private Advisor Group, LLC | $728K | 87.4K | Added | Q1 2026 |
| 8 | CHOREO, LLC | $552K | 66.3K | Reduced | Q1 2026 |
| 9 | Marex Group plc | $427K | 51.3K | New | Q1 2026 |
| 10 | EVERGREEN CAPITAL MANAGEMENT LLC | $252K | 30.3K | Reduced | Q1 2026 |
| 11 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $168K | 20.2K | Held | Q1 2026 |
| 12 | CITADEL ADVISORS LLC | $126K | 15.1K | New | Q1 2026 |
| 13 | Steward Partners Investment Advisory, LLC | $119K | 14.3K | Held | Q1 2026 |
| 14 | HB Wealth Management, LLC | $104K | 12.5K | Held | Q1 2026 |
| 15 | Joel Isaacson & Co., LLC | $96K | 11.5K | Held | Q1 2026 |
| 16 | Clearstead Advisors, LLC | $41K | 4.9K | Held | Q1 2026 |
| 17 | Rockefeller Capital Management L.P. | $16K | 1.9K | New | Q4 2025 |
| 18 | Sound Income Strategies, LLC | $4K | 500 | Held | Q1 2026 |
| 19 | Atlantic Union Bankshares Corp | $2K | 300 | Held | Q1 2026 |
| 20 | CWM, LLC | $915 | 110 | Held | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORP COMMSFT | 22 funds | $8.1B |
| APPLE, INC.AAPL | 21 funds | $7.7B |
| ALPHABET INC CAP STK CL AGOOGL | 21 funds | $6.7B |
| BROADCOM INC.AVGO | 21 funds | $3.5B |
| META PLATFORMS, INC. CL AMETA | 21 funds | $3.3B |
| JOHNSON & JOHNSON COMJNJ | 21 funds | $2.6B |
| MERCK & CO INC COMMRK | 21 funds | $1.2B |
| PEPSICO, INCPEP | 21 funds | $1.2B |
| CHEVRON CORPORATION COMCVX | 21 funds | $1.2B |
| ORACLE CORPORATIONORCL | 21 funds | $937.5M |
| CITIGROUP INC COM NEWC | 21 funds | $895.2M |
| PROCTER AND GAMBLE COPG | 21 funds | $878.5M |
Ranked by how many of SABA's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SABA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.