Security record · archived quarter
SABA
name pending profile ingest
17Tracked holders
0Δ holders
3.66MShares held
$30.17MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.4% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1.02M | n/a | $8.42M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 927.44K | n/a | $7.65M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 663.68K | n/a | $5.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 418.73K | n/a | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 304.75K | -22.9% | $2.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Baird Financial Group, Inc. | 101.82K | n/a | $839,999 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 87.46K | n/a | $721,545 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 34.62K | n/a | $285,609 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 23.12K | n/a | $190,722 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 19.80K | n/a | $163,350 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 19.14K | n/a | $157,864 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 13.35K | n/a | $111,706 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 10.18K | n/a | $84,002 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Royal Bank Of Canada | 6.95K | n/a | $57,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Bank Of America Corp /De/ | 3.19K | n/a | $26,309 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Rockefeller Capital Management L.P. | 1.89K | n/a | $15,626 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 110 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 86 holders, 14.09M shares, $116.89M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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