BNY Mellon Strategic MuniLEO
13F holders, Q1 2026 (March 31)96holders −6
8new positions
13sold out
$6.31avg. 13F price*
At the end of Q1 2026, 96 institutions reported holding BNY Mellon Strategic Muni (LEO) in their 13F filings, down 6 from Q4 2025. 8 opened new positions and 13 sold out. The largest holders were Saba Capital Management, L.P. ($38.2M), Pathstone Holdings, LLC ($23.5M) and Rivernorth Capital Management, LLC ($12.5M).
- Company
- BNY Mellon Strategic Muni
- CUSIP
- 05588W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.3M |
| Exits | 13 | $4.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,428,096 shares bought and 1,851,719 shares sold, net +576,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Saba Capital Management, L.P. | 1.24% | No change | 6,076,820 | $38.2M |
| Pathstone Holdings, LLC | 0.09% | Reduce -1.1% | 3,743,950 | $23.5M |
| Rivernorth Capital Management, LLC | 0.63% | Reduce -9.6% | 1,985,192 | $12.5M |
| Sit Investment Associates Inc. | 0.24% | Add +73.8% | 1,918,882 | $12.1M |
| Bulldog Investors, LLP | 2.24% | Add +6.5% | 1,576,371 | $9.9M |
| Guggenheim Capital LLC | 0.07% | Reduce -16.3% | 1,294,233 | $8.1M |
| Advisors Asset Management, Inc. | 0.12% | Add +15.9% | 1,142,845 | $7.2M |
| Wells Fargo & Company | 0.00% | Add +4.9% | 1,002,643 | $6.3M |
| Robinson Capital Management, LLC | 2.51% | Add +3.6% | 877,072 | $5.5M |
| Hennion & Walsh Asset Management, Inc. | 0.17% | Add +102.8% | 798,274 | $5.0M |
| Van Eck Associates Corp. | 0.00% | Add +13.3% | 579,935 | $3.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +8.3% | 527,746 | $3.3M |
| Altium Capital Management LLC | 6.57% | Add +67.4% | 438,676 | $2.8M |
| Capstone Investment Advisors, LLC | 0.03% | No change | 379,865 | $2.4M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -2.5% | 379,299 | $2.4M |
| Riverbridge Partners LLC | 0.06% | Add +11.3% | 358,313 | $2.3M |
| Gridiron Partners, LLC | 1.31% | Reduce -16.8% | 340,762 | $2.1M |
| Whitebox Advisors LLC | 0.10% | No change | 305,421 | $1.9M |
| Cohen & Steers, Inc. | 0.00% | Reduce -7.7% | 298,400 | $1.9M |
| Morgan Stanley | 0.00% | Reduce -50.6% | 279,389 | $1.8M |
| City of London Investment Management Co. Ltd. | 0.12% | No change | 270,829 | $1.7M |
| Invesco Ltd. | 0.00% | Add +32.0% | 248,561 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 225,896 | $1.4M |
| Professional Financial Management, Inc. | 1.44% | Reduce -38.5% | 219,485 | $1.4M |
| 1607 Capital Partners, LLC | 0.09% | No change | 206,145 | $1.3M |
| Almitas Capital LLC | 0.28% | No change | 197,096 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 196,252 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +0.7% | 193,285 | $1.2M |
| Lord, Abbett & Co. LLC | 0.00% | Add +14.7% | 183,547 | $1.2M |
| Fiera Capital Corp | 0.00% | New | 170,221 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -20.9% | 162,622 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -4.1% | 161,364 | $1.0M |
| &partners | 0.00% | Add +8.9% | 157,399 | $990K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.0% | 152,209 | $957K |
| Blue Bell Private Wealth Management, LLC | 0.11% | Reduce -0.9% | 126,210 | $794K |
| Toronto Dominion Bank | 0.00% | New | 121,630 | $765K |
| Traub Capital Management LLC | 0.74% | No change | 119,038 | $749K |
| Ackerman Capital Advisors, LLC | 0.15% | Reduce -27.8% | 113,340 | $713K |
| Closed-End Fund Advisors, Inc. | 0.67% | Reduce -0.9% | 104,718 | $659K |
| Centaurus Financial, Inc. | 0.03% | Reduce -1.2% | 93,805 | $590K |
| Clear Point Advisors Inc. | 0.44% | New | 4,571 | $571K |
| Summit Trail Advisors, LLC | 0.01% | New | 83,059 | $522K |
| Petersen Hastings Wealth Advisors Inc. | 0.05% | No change | 80,605 | $507K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -1.1% | 63,181 | $397K |
| Melfa Wealth Management, Inc. | 0.22% | Add +0.0% | 60,323 | $379K |
| Ameriprise Financial Inc. | 0.00% | Add +5.4% | 60,252 | $379K |
| Creative Planning | 0.00% | Add +0.1% | 56,233 | $354K |
| Daner Wealth Management, LLC | 0.20% | No change | 51,900 | $332K |
| Nuveen, LLC | 0.00% | No change | 51,503 | $324K |
| Integrated Capital Management, Inc. | 0.18% | Reduce -3.9% | 43,383 | $273K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 35,959 | $226K |
| WealthBridge Capital Management, LLC | 0.05% | No change | 35,257 | $222K |
| HighTower Advisors, LLC | 0.00% | Reduce -36.8% | 33,290 | $209K |
| Merit Financial Group, LLC | 0.00% | Add +9.3% | 29,526 | $186K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.5% | 29,038 | $183K |
| Fortitude Advisory Group L.L.C. | 0.08% | No change | 27,876 | $175K |
| Novak & Powell Financial Services, Inc. | 0.09% | Add +1.1% | 26,857 | $169K |
| Evolve Private Wealth, LLC | 0.01% | Add +74.2% | 26,178 | $165K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 25,000 | $157K |
| Spire Wealth Management | 0.01% | No change | 24,908 | $157K |
| Landscape Capital Management, L.L.C. | 0.01% | No change | 24,174 | $152K |
| Thoma Capital Management LLC | 0.09% | Add +0.5% | 22,973 | $145K |
| Noble Wealth Management PBC | 0.07% | Reduce -40.7% | 22,956 | $144K |
| Wedbush Securities Inc. | 0.00% | No change | 22,389 | $141K |
| Corient Private Wealth LP | 0.00% | No change | 22,273 | $140K |
| Independent Advisor Alliance | 0.00% | New | 20,674 | $130K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 20,200 | $127K |
| Nomura Holdings Inc. | 0.00% | Reduce -17.9% | 20,000 | $126K |
| MAI Capital Management | 0.00% | No change | 19,444 | $122K |
| Mariner, LLC | 0.00% | Reduce -0.7% | 18,849 | $119K |
| Curi Capital, LLC | 0.00% | New | 18,000 | $113K |
| Summit Financial, LLC | 0.00% | Add +0.8% | 17,839 | $112K |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.2% | 17,788 | $112K |
| Cetera Investment Advisers | 0.00% | Add +6.0% | 14,684 | $92K |
| MML Investors Services, LLC | 0.00% | Reduce -20.6% | 14,419 | $91K |
| WealthTrust Axiom LLC | 0.02% | No change | 13,000 | $82K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 12,572 | $79K |
| Confluence Wealth Services, Inc. | 0.00% | No change | 12,500 | $79K |
| Bokf, NA | 0.00% | No change | 12,295 | $77K |
| Hollencrest Capital Management | 0.00% | No change | 11,994 | $75K |
| Wolverine Asset Management LLC | 0.00% | New | 10,931 | $69K |
| Fort Point Capital Partners LLC | 0.01% | No change | 10,885 | $68K |
| Truist Financial Corp. | 0.00% | Reduce -4.2% | 10,797 | $68K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,150 | $64K |
| Farther Finance Advisors, LLC | 0.00% | No change | 6,062 | $38K |
| US Bancorp \de | 0.00% | No change | 5,500 | $35K |
| Gilpin Wealth Management, LLC | 0.02% | No change | 4,500 | $28K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 4,152 | $26K |
| Blue Trust, Inc. | 0.00% | No change | 3,569 | $22K |
| Eastern Bank | 0.00% | No change | 3,443 | $22K |
| UBS Group AG | 0.00% | Reduce -49.8% | 3,008 | $19K |
| Cwm, LLC | 0.00% | No change | 2,654 | $17K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 950 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 750 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 700 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3 | $19 |
"% of holder's portfolio" is LEO's weight in each manager's 13F, not the share of BNY Mellon Strategic Muni the manager owns.