BNYM Strat Muni BNDDSM
13F holders, Q2 2026 (June 30)86holders −2
8new positions
10sold out
1famous investor
$6.15avg. 13F price*
At the end of Q2 2026, 86 institutions reported holding BNYM Strat Muni BND (DSM) in their 13F filings, down 2 from Q1 2026. 8 opened new positions and 10 sold out. The largest holders were Saba Capital Management, L.P. ($31.9M), Bulldog Investors, LLP ($18.9M) and Pathstone Holdings, LLC ($18.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BNYM Strat Muni BND
- Filed as
- BNY MELLON STRATEGIC MUN BD (Q2 2026)
- CUSIP
- 09662E109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $680K |
| Exits | 10 | $2.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,530,050 shares bought and 1,238,491 shares sold, net +291,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Saba Capital Management, L.P. | 0.98% | No change | 5,179,441 | $31.9M |
| Bulldog Investors, LLP | 4.17% | Reduce -9.1% | 3,065,475 | $18.9M |
| Pathstone Holdings, LLC | 0.05% | Reduce -5.8% | 3,011,573 | $18.5M |
| Sit Investment Associates Inc. | 0.26% | Add +6.3% | 2,241,927 | $13.8M |
| Rivernorth Capital Management, LLC | 0.57% | Add +15.7% | 1,920,587 | $11.8M |
| Hennion & Walsh Asset Management, Inc. | 0.26% | Add +87.7% | 1,476,212 | $9.1M |
| Guggenheim Capital LLC | 0.04% | Add +6.7% | 1,089,623 | $6.7M |
| Karpus Management, Inc. | 0.17% | Reduce -0.4% | 936,572 | $5.8M |
| Almitas Capital LLC | 1.12% | Reduce -18.2% | 757,999 | $4.7M |
| LPL Financial LLC | 0.00% | Reduce -5.1% | 544,464 | $3.3M |
| Robinson Capital Management, LLC | 1.29% | Add +9.8% | 467,193 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +9.8% | 447,952 | $2.8M |
| Van Eck Associates Corp. | 0.00% | Add +1.6% | 423,652 | $2.6M |
| Morgan Stanley | 0.00% | Reduce -4.7% | 268,067 | $1.6M |
| Fiera Capital Corp | 0.01% | Reduce -3.8% | 258,371 | $1.6M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -2.3% | 250,343 | $1.5M |
| Lord, Abbett & Co. LLC | 0.00% | No change | 224,958 | $1.4M |
| Thomas J. Herzfeld Advisors, Inc. | 0.37% | Add +18.8% | 195,902 | $1.2M |
| Capstone Investment Advisors, LLC | 0.01% | No change | 187,555 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.2% | 180,248 | $1.1M |
| 1607 Capital Partners, LLC | 0.09% | No change | 159,401 | $980K |
| Park Avenue Securities LLC | 0.01% | Reduce -6.5% | 159,077 | $978K |
| Bank of New York Mellon Corp | 0.00% | Add +107.3% | 145,899 | $897K |
| Nuveen, LLC | 0.00% | No change | 136,099 | $837K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -4.2% | 112,022 | $689K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -1.4% | 107,584 | $662K |
| Closed-End Fund Advisors, Inc. | 0.60% | No change | 100,339 | $617K |
| Invesco Ltd. | 0.00% | Reduce -5.5% | 98,168 | $604K |
| PFS Partners, LLC | 0.23% | Add +1.4% | 93,163 | $573K |
| Ackerman Capital Advisors, LLC | 0.11% | Reduce -23.0% | 91,598 | $563K |
| UBS Group AG | 0.00% | Reduce -4.8% | 88,101 | $542K |
| Bridgewater Advisors Inc. | 0.03% | No change | 92,770 | $538K |
| Palogic Value Management, L.P. | 0.16% | No change | 72,032 | $444K |
| Opal Wealth Advisors, LLC | 0.09% | Add +2.3% | 71,035 | $437K |
| Noble Wealth Management PBC | 0.18% | Add +7.2% | 65,733 | $404K |
| Raymond James Financial Inc. | 0.00% | Add +1.2% | 63,180 | $389K |
| Stifel Financial Corp. | 0.00% | Add +1.3% | 62,270 | $383K |
| Osaic Holdings, Inc. | 0.00% | Add +166.4% | 60,102 | $370K |
| Savvy Advisors, Inc. | 0.01% | Reduce -5.1% | 59,072 | $363K |
| Cohen & Steers, Inc. | 0.00% | No change | 50,000 | $308K |
| &partners | 0.00% | Reduce -8.7% | 46,327 | $285K |
| Evolve Private Wealth, LLC | 0.02% | Add +53.8% | 43,690 | $269K |
| Geneos Wealth Management Inc. | 0.01% | No change | 42,860 | $264K |
| Citadel Advisors | 0.00% | New | 38,790 | $239K |
| Fortitude Advisory Group L.L.C. | 0.09% | No change | 38,762 | $238K |
| Melfa Wealth Management, Inc. | 0.13% | Reduce -14.5% | 37,728 | $232K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 33,832 | $208K |
| Arete Wealth Advisors, LLC | 0.01% | Reduce -1.9% | 33,407 | $205K |
| Aviance Capital Partners, LLC | 0.02% | Reduce -8.6% | 30,983 | $191K |
| Camelot Portfolios, LLC | 0.13% | Reduce -14.9% | 30,362 | $187K |
| Ranch Capital Advisors Inc. | 0.06% | Add +0.3% | 29,295 | $180K |
| Petersen Hastings Wealth Advisors Inc. | 0.01% | No change | 28,930 | $178K |
| Integrated Capital Management, Inc. | 0.12% | Reduce -16.4% | 27,796 | $171K |
| Rothschild Investment LLC | 0.01% | New | 25,000 | $154K |
| Susquehanna International Group, LLP | 0.00% | Add +3.0% | 21,546 | $133K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.0% | 21,435 | $132K |
| Advisor OS, LLC | 0.01% | Add +84.0% | 19,994 | $123K |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 18,816 | $116K |
| Novak & Powell Financial Services, Inc. | 0.05% | Add +1.4% | 18,502 | $114K |
| HighTower Advisors, LLC | 0.00% | Reduce -42.6% | 17,492 | $108K |
| LexAurum Advisors, LLC | 0.01% | No change | 17,234 | $106K |
| CJM Wealth Advisers, Ltd. | 0.03% | Add +1.4% | 15,847 | $97K |
| Realta Investment Advisors | 0.03% | No change | 15,247 | $94K |
| MML Investors Services, LLC | 0.00% | Add +16.3% | 15,166 | $93K |
| Readystate Asset Management LP | 0.01% | New | 14,309 | $88K |
| Bokf, NA | 0.00% | No change | 12,831 | $79K |
| Bank of Montreal | 0.00% | New | 12,760 | $78K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 12,574 | $77K |
| Everstar Asset Management, LLC | 0.04% | No change | 12,100 | $74K |
| Signature Estate & Investment Advisors LLC | 0.00% | No change | 12,057 | $74K |
| Mariner, LLC | 0.00% | Add +0.7% | 11,676 | $72K |
| Shulman DeMeo Asset Management LLC | 0.01% | Reduce -1.2% | 10,317 | $63K |
| Clear Street Group Inc. | 0.00% | New | 10,001 | $62K |
| Smith, Moore & Co. | 0.00% | No change | 10,000 | $62K |
| Cerity Partners LLC | 0.00% | No change | 10,000 | $62K |
| Global Retirement Partners, LLC | 0.00% | — | 7,000 | $43K |
| Hollencrest Capital Management | 0.00% | No change | 6,970 | $43K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 6,460 | $40K |
| Toronto Dominion Bank | 0.00% | New | 4,938 | $30K |
| Eastern Bank | 0.00% | Reduce -31.2% | 3,441 | $21K |
| CoreCap Advisors, LLC | 0.00% | New | 2,700 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 2,700 | $17K |
| Quent Capital, LLC | 0.00% | New | 2,000 | $12K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,447 | $9K |
| Darwin Wealth Management, LLC | 0.00% | No change | 1,000 | $6K |
| Citigroup Inc. | 0.00% | No change | 1 | $6 |
"% of holder's portfolio" is DSM's weight in each manager's 13F, not the share of BNYM Strat Muni BND the manager owns.