BNYM Strat Muni BNDDSM
13F holders, Q3 2025 (September 30)91holders −1
7new positions
8sold out
1famous investor
$5.84avg. 13F price*
At the end of Q3 2025, 91 institutions reported holding BNYM Strat Muni BND (DSM) in their 13F filings, down 1 from Q2 2025. 7 opened new positions and 8 sold out. The largest holders were Saba Capital Management, L.P. ($30.5M), Pathstone Holdings, LLC ($21.1M) and Bulldog Investors, LLP ($15.5M). 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 (Q3 2025)
- CUSIP
- 09662E109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $443K |
| Exits | 8 | $2.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,981,692 shares bought and 1,462,218 shares sold, net +519,474 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Saba Capital Management, L.P. | 1.02% | No change | 5,152,591 | $30.5M |
| Pathstone Holdings, LLC | 0.08% | Add +2.1% | 3,559,421 | $21.1M |
| Bulldog Investors, LLP | 3.62% | Add +1.1% | 2,624,438 | $15.5M |
| Sit Investment Associates Inc. | 0.20% | Add +234.1% | 1,666,514 | $9.9M |
| Rivernorth Capital Management, LLC | 0.42% | Reduce -17.5% | 1,236,121 | $7.3M |
| Guggenheim Capital LLC | 0.04% | Add +35.4% | 961,115 | $5.7M |
| Karpus Management, Inc. | 0.16% | Add +0.5% | 860,309 | $5.1M |
| Almitas Capital LLC | 1.15% | No change | 851,087 | $5.0M |
| LPL Financial LLC | 0.00% | Add +0.2% | 651,425 | $3.9M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Reduce -39.7% | 629,018 | $3.7M |
| Morgan Stanley | 0.00% | Add +8.9% | 429,878 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -11.3% | 399,934 | $2.4M |
| Thomas J. Herzfeld Advisors, Inc. | 0.69% | Reduce -7.5% | 338,579 | $2.0M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -1.6% | 335,271 | $2.0M |
| Whitebox Advisors LLC | 0.13% | Reduce -11.6% | 335,217 | $2.0M |
| Van Eck Associates Corp. | 0.00% | Reduce -3.8% | 325,935 | $1.9M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -0.5% | 278,404 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 197,363 | $1.2M |
| Capstone Investment Advisors, LLC | 0.01% | No change | 187,555 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.3% | 173,949 | $1.0M |
| Riverbridge Partners LLC | 0.02% | Add +2.9% | 164,586 | $974K |
| 1607 Capital Partners, LLC | 0.07% | Reduce -13.6% | 159,401 | $944K |
| Nuveen, LLC | 0.00% | No change | 136,099 | $806K |
| Blue Bell Private Wealth Management, LLC | 0.11% | Reduce -2.6% | 127,082 | $752K |
| Ackerman Capital Advisors, LLC | 0.16% | Reduce -19.1% | 127,024 | $752K |
| UBS Group AG | 0.00% | Reduce -0.0% | 111,335 | $659K |
| Invesco Ltd. | 0.00% | Reduce -23.1% | 105,551 | $625K |
| Bridgewater Advisors Inc. | 0.04% | No change | 92,770 | $551K |
| PFS Partners, LLC | 0.25% | Add +0.8% | 89,404 | $529K |
| Noble Wealth Management PBC | 0.27% | — | 84,128 | $498K |
| Bank of America Corp. | 0.00% | No change | 73,353 | $434K |
| Savvy Advisors, Inc. | 0.02% | Reduce -13.7% | 72,059 | $427K |
| Stifel Financial Corp. | 0.00% | Add +9.6% | 67,229 | $398K |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 61,178 | $362K |
| Cohen & Steers, Inc. | 0.00% | Add +25.0% | 50,000 | $296K |
| Raymond James Financial Inc. | 0.00% | Add +0.2% | 49,268 | $292K |
| Gridiron Partners, LLC | 0.16% | Add +652.3% | 367,786 | $289K |
| Palogic Value Management, L.P. | 0.12% | No change | 48,475 | $287K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -1.9% | 45,361 | $269K |
| Melfa Wealth Management, Inc. | 0.15% | No change | 44,111 | $261K |
| Geneos Wealth Management Inc. | 0.01% | No change | 42,860 | $254K |
| Integrated Capital Management, Inc. | 0.16% | Reduce -1.9% | 39,303 | $233K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 38,762 | $229K |
| Camelot Portfolios, LLC | 0.13% | Reduce -8.9% | 38,135 | $226K |
| Traub Capital Management LLC | 0.22% | Reduce -28.7% | 37,810 | $224K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 37,340 | $221K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.7% | 36,619 | $217K |
| Catalina Capital Group, LLC | 0.13% | No change | 36,500 | $216K |
| Aviance Capital Partners, LLC | 0.02% | Reduce -11.2% | 33,282 | $197K |
| Osaic Holdings, Inc. | 0.00% | Add +0.0% | 30,259 | $173K |
| Lee Financial Co | 0.02% | New | 29,000 | $172K |
| Ranch Capital Advisors Inc. | 0.07% | Add +0.1% | 29,074 | $172K |
| Modern Wealth Management, LLC | 0.00% | No change | 23,593 | $140K |
| Matisse Capital | 0.05% | Reduce -40.7% | 19,352 | $115K |
| Cetera Investment Advisers | 0.00% | Reduce -0.2% | 18,637 | $110K |
| Ameriprise Financial Inc. | 0.00% | Reduce -70.4% | 18,484 | $109K |
| Wedbush Securities Inc. | 0.00% | No change | 18,300 | $108K |
| LexAurum Advisors, LLC | 0.01% | No change | 17,234 | $102K |
| Advisor OS, LLC | 0.01% | Reduce -24.1% | 16,341 | $97K |
| Realta Investment Advisors | 0.03% | No change | 15,247 | $90K |
| CJM Wealth Advisers, Ltd. | 0.03% | Add +0.8% | 15,206 | $90K |
| MML Investors Services, LLC | 0.00% | Add +16.3% | 15,185 | $90K |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.8% | 15,104 | $89K |
| Citadel Advisors | 0.00% | Reduce -0.8% | 14,856 | $88K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.7% | 14,242 | $84K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.6% | 13,737 | $81K |
| Nomura Holdings Inc. | 0.00% | New | 12,500 | $74K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -34.6% | 12,566 | $74K |
| MIdWestOne Financial Group, Inc. | 0.01% | No change | 12,214 | $72K |
| Mariner, LLC | 0.00% | Add +5.1% | 12,194 | $72K |
| Everstar Asset Management, LLC | 0.04% | New | 12,100 | $72K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +14.8% | 12,057 | $71K |
| Plan A Wealth LLC | 0.03% | No change | 10,500 | $62K |
| Jane Street Group, LLC | 0.00% | New | 10,215 | $60K |
| Smith, Moore & Co. | 0.00% | No change | 10,000 | $59K |
| Cerity Partners LLC | 0.00% | No change | 10,000 | $59K |
| Root Financial Partners, LLC | 0.00% | New | 8,191 | $48K |
| Global Retirement Partners, LLC | 0.00% | No change | 7,000 | $41K |
| Hollencrest Capital Management | 0.00% | No change | 6,970 | $41K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 6,460 | $38K |
| MAI Capital Management | 0.00% | No change | 6,023 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,758 | $28K |
| Eastern Bank | 0.00% | No change | 3,441 | $20K |
| Kilter Group LLC | 0.01% | New | 2,129 | $13K |
| Activest Wealth Management | 0.00% | No change | 1,500 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,447 | $9K |
| Darwin Wealth Management, LLC | 0.00% | No change | 1,000 | $6K |
| Guerra Advisors Inc | 0.00% | New | 596 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 565 | $3K |
| Royal Bank of Canada | 0.00% | Add +5455.6% | 500 | $3K |
| 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.