BNYM Strat Muni BNDDSM
13F holders, Q1 2026 (March 31)88holders +3
12new positions
9sold out
$6.01avg. 13F price*
At the end of Q1 2026, 88 institutions reported holding BNYM Strat Muni BND (DSM) in their 13F filings, up 3 from Q4 2025. 12 opened new positions and 9 sold out. The largest holders were Saba Capital Management, L.P. ($31.1M), Bulldog Investors, LLP ($20.3M) and Pathstone Holdings, LLC ($19.2M).
- Company
- BNYM Strat Muni BND
- Filed as
- BNY MELLON STRATEGIC MUN BD (Q1 2026)
- CUSIP
- 09662E109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.6M |
| Exits | 9 | $2.4M |
All 13F filers, Q4 2025 → Q1 2026: 2,248,032 shares bought and 1,290,341 shares sold, net +957,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Saba Capital Management, L.P. | 1.01% | No change | 5,179,441 | $31.1M |
| Bulldog Investors, LLP | 4.58% | Add +2.0% | 3,373,942 | $20.3M |
| Pathstone Holdings, LLC | 0.08% | Reduce -3.0% | 3,198,230 | $19.2M |
| Sit Investment Associates Inc. | 0.26% | Add +13.3% | 2,109,800 | $12.7M |
| Rivernorth Capital Management, LLC | 0.50% | Add +98.7% | 1,660,357 | $10.0M |
| Guggenheim Capital LLC | 0.05% | Reduce -17.6% | 1,021,511 | $6.1M |
| Karpus Management, Inc. | 0.18% | Reduce -1.2% | 940,172 | $5.7M |
| Almitas Capital LLC | 1.26% | No change | 926,301 | $5.6M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Add +102.4% | 786,368 | $4.7M |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 573,727 | $3.4M |
| Robinson Capital Management, LLC | 1.17% | Reduce -27.6% | 425,476 | $2.6M |
| Van Eck Associates Corp. | 0.00% | Add +12.8% | 416,803 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +0.8% | 407,941 | $2.5M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -0.7% | 328,325 | $2.0M |
| Morgan Stanley | 0.00% | Reduce -22.4% | 281,325 | $1.7M |
| Fiera Capital Corp | 0.01% | New | 268,640 | $1.6M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -2.0% | 256,343 | $1.5M |
| Lord, Abbett & Co. LLC | 0.00% | Add +12.5% | 224,958 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.1% | 192,076 | $1.2M |
| Capstone Investment Advisors, LLC | 0.01% | No change | 187,555 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.7% | 170,174 | $1.0M |
| Thomas J. Herzfeld Advisors, Inc. | 0.34% | Reduce -51.6% | 164,932 | $991K |
| 1607 Capital Partners, LLC | 0.07% | No change | 159,401 | $958K |
| Nuveen, LLC | 0.00% | No change | 136,099 | $818K |
| Ackerman Capital Advisors, LLC | 0.15% | Reduce -2.7% | 118,997 | $715K |
| Summit Trail Advisors, LLC | 0.01% | New | 116,872 | $702K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -11.3% | 109,101 | $656K |
| Invesco Ltd. | 0.00% | Add +0.4% | 103,843 | $624K |
| Closed-End Fund Advisors, Inc. | 0.61% | No change | 100,339 | $603K |
| Bridgewater Advisors Inc. | 0.03% | No change | 92,770 | $571K |
| UBS Group AG | 0.00% | Reduce -18.0% | 92,518 | $556K |
| PFS Partners, LLC | 0.25% | Add +1.3% | 91,921 | $552K |
| Palogic Value Management, L.P. | 0.19% | Add +33.3% | 72,032 | $429K |
| Bank of New York Mellon Corp | 0.00% | New | 70,372 | $423K |
| Opal Wealth Advisors, LLC | 0.09% | Reduce -14.3% | 69,464 | $417K |
| Raymond James Financial Inc. | 0.00% | Add +31.1% | 62,438 | $375K |
| Savvy Advisors, Inc. | 0.01% | New | 62,222 | $374K |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 61,463 | $369K |
| Noble Wealth Management PBC | 0.19% | Reduce -26.4% | 61,333 | $369K |
| &partners | 0.00% | Add +14.5% | 50,745 | $305K |
| Cohen & Steers, Inc. | 0.00% | No change | 50,000 | $301K |
| Melfa Wealth Management, Inc. | 0.15% | No change | 44,111 | $265K |
| Geneos Wealth Management Inc. | 0.01% | No change | 42,860 | $258K |
| Fortitude Advisory Group L.L.C. | 0.10% | No change | 38,762 | $233K |
| Catalina Capital Group, LLC | 0.13% | No change | 36,500 | $219K |
| Camelot Portfolios, LLC | 0.16% | Reduce -6.5% | 35,699 | $215K |
| Aviance Capital Partners, LLC | 0.02% | Add +1.2% | 33,883 | $204K |
| Integrated Wealth Concepts LLC | 0.00% | New | 33,804 | $203K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -9.2% | 34,066 | $203K |
| Integrated Capital Management, Inc. | 0.13% | Reduce -13.8% | 33,251 | $200K |
| HighTower Advisors, LLC | 0.00% | Reduce -28.2% | 30,464 | $183K |
| Ranch Capital Advisors Inc. | 0.06% | Add +0.2% | 29,222 | $176K |
| Petersen Hastings Wealth Advisors Inc. | 0.02% | No change | 28,930 | $174K |
| Evolve Private Wealth, LLC | 0.01% | Add +1.3% | 28,411 | $171K |
| Traub Capital Management LLC | 0.14% | Reduce -36.4% | 24,031 | $144K |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 23,291 | $140K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.3% | 22,564 | $136K |
| Susquehanna International Group, LLP | 0.00% | Add +3.3% | 20,913 | $126K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 18,897 | $114K |
| Novak & Powell Financial Services, Inc. | 0.06% | Add +1.3% | 18,255 | $110K |
| LexAurum Advisors, LLC | 0.01% | — | 17,234 | $104K |
| CJM Wealth Advisers, Ltd. | 0.03% | Add +1.2% | 15,635 | $94K |
| Realta Investment Advisors | 0.03% | No change | 15,247 | $92K |
| MML Investors Services, LLC | 0.00% | Reduce -18.5% | 13,045 | $78K |
| Bokf, NA | 0.00% | No change | 12,831 | $77K |
| Jane Street Group, LLC | 0.00% | Reduce -42.7% | 12,552 | $75K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.4% | 12,517 | $75K |
| Everstar Asset Management, LLC | 0.04% | No change | 12,100 | $73K |
| Signature Estate & Investment Advisors LLC | 0.00% | No change | 12,057 | $72K |
| Mariner, LLC | 0.00% | Reduce -2.2% | 11,591 | $70K |
| Advisor OS, LLC | 0.00% | New | 10,864 | $65K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,487 | $63K |
| Shulman DeMeo Asset Management LLC | 0.01% | New | 10,447 | $63K |
| Smith, Moore & Co. | 0.00% | No change | 10,000 | $60K |
| Cerity Partners LLC | 0.00% | No change | 10,000 | $60K |
| Root Financial Partners, LLC | 0.00% | No change | 8,188 | $49K |
| Hollencrest Capital Management | 0.00% | No change | 6,970 | $42K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 6,460 | $39K |
| MAI Capital Management | 0.00% | No change | 6,023 | $36K |
| Eastern Bank | 0.00% | No change | 5,003 | $30K |
| Arkos Global Advisors | 0.00% | New | 5,046 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,758 | $29K |
| Harbour Investments, Inc. | 0.00% | New | 2,700 | $16K |
| Activest Wealth Management | 0.00% | New | 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 |
| Elevated Capital Advisors, LLC | 0.00% | New | 79 | $474 |
| 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.