BNY Mellon Strategic MuniLEO
13F holders, Q2 2026 (June 30)101holders +5
14new positions
9sold out
$6.46avg. 13F price*
At the end of Q2 2026, 101 institutions reported holding BNY Mellon Strategic Muni (LEO) in their 13F filings, up 5 from Q1 2026. 14 opened new positions and 9 sold out. The largest holders were Saba Capital Management, L.P. ($39.3M), Pathstone Holdings, LLC ($22.5M) and Sit Investment Associates Inc. ($14.8M).
- Company
- BNY Mellon Strategic Muni
- CUSIP
- 05588W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $1.9M |
| Exits | 9 | $3.0M |
All 13F filers, Q1 2026 → Q2 2026: 2,105,882 shares bought and 1,437,734 shares sold, net +668,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Saba Capital Management, L.P. | 1.21% | No change | 6,076,820 | $39.3M |
| Pathstone Holdings, LLC | 0.07% | Reduce -6.9% | 3,487,291 | $22.5M |
| Sit Investment Associates Inc. | 0.28% | Add +19.6% | 2,295,354 | $14.8M |
| Rivernorth Capital Management, LLC | 0.62% | Add +1.1% | 2,006,388 | $13.0M |
| Hennion & Walsh Asset Management, Inc. | 0.31% | Add +110.8% | 1,683,135 | $10.9M |
| Bulldog Investors, LLP | 2.16% | Reduce -4.2% | 1,510,131 | $9.8M |
| Guggenheim Capital LLC | 0.06% | Add +4.4% | 1,351,087 | $8.7M |
| Advisors Asset Management, Inc. | 0.11% | Add +1.1% | 1,155,820 | $7.5M |
| Wells Fargo & Company | 0.00% | Add +13.0% | 1,132,581 | $7.3M |
| Robinson Capital Management, LLC | 2.54% | No change | 877,072 | $5.7M |
| Van Eck Associates Corp. | 0.00% | Reduce -7.3% | 537,717 | $3.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | No change | 527,746 | $3.4M |
| Altium Capital Management LLC | 5.97% | No change | 438,676 | $2.8M |
| Gridiron Partners, LLC | 1.37% | Add +18.8% | 404,971 | $2.6M |
| Capstone Investment Advisors, LLC | 0.02% | No change | 379,865 | $2.5M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -2.5% | 370,005 | $2.4M |
| Invesco Ltd. | 0.00% | Add +27.7% | 317,342 | $2.1M |
| City of London Investment Management Co. Ltd. | 0.11% | No change | 270,829 | $1.7M |
| Morgan Stanley | 0.00% | Reduce -9.7% | 252,346 | $1.6M |
| Cohen & Steers, Inc. | 0.00% | Reduce -16.8% | 248,400 | $1.6M |
| Fiera Capital Corp | 0.01% | Add +45.0% | 246,842 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 220,675 | $1.4M |
| Professional Financial Management, Inc. | 1.36% | Reduce -5.6% | 207,157 | $1.3M |
| 1607 Capital Partners, LLC | 0.12% | No change | 206,145 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.4% | 188,636 | $1.2M |
| Lord, Abbett & Co. LLC | 0.00% | No change | 183,547 | $1.2M |
| &partners | 0.00% | Add +14.8% | 180,730 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +11.1% | 169,085 | $1.1M |
| LPL Financial LLC | 0.00% | Add +0.9% | 162,811 | $1.1M |
| Riverbridge Partners LLC | 0.02% | Reduce -61.5% | 138,053 | $892K |
| Toronto Dominion Bank | 0.00% | Add +10.7% | 134,630 | $870K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Reduce -4.7% | 120,229 | $777K |
| Traub Capital Management LLC | 0.67% | Reduce -2.2% | 116,438 | $752K |
| Summit Trail Advisors, LLC | 0.01% | Add +38.0% | 114,659 | $741K |
| Bank of New York Mellon Corp | 0.00% | Reduce -45.7% | 106,646 | $689K |
| Closed-End Fund Advisors, Inc. | 0.66% | No change | 104,718 | $676K |
| Bank of America Corp. | 0.00% | Reduce -38.1% | 100,716 | $651K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.5% | 91,480 | $591K |
| Ackerman Capital Advisors, LLC | 0.11% | Reduce -26.8% | 82,963 | $536K |
| Almitas Capital LLC | 0.13% | Reduce -58.4% | 82,066 | $530K |
| Petersen Hastings Wealth Advisors Inc. | 0.04% | No change | 80,605 | $521K |
| Readystate Asset Management LP | 0.03% | New | 71,181 | $460K |
| Ameriprise Financial Inc. | 0.00% | Add +3.7% | 62,495 | $404K |
| Melfa Wealth Management, Inc. | 0.21% | Add +0.0% | 60,335 | $390K |
| Thomas J. Herzfeld Advisors, Inc. | 0.12% | New | 58,283 | $377K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -9.5% | 57,188 | $369K |
| Creative Planning | 0.00% | Add +0.3% | 56,379 | $364K |
| Evolve Private Wealth, LLC | 0.02% | Add +101.8% | 52,837 | $341K |
| Nuveen, LLC | 0.00% | No change | 51,503 | $333K |
| Daner Wealth Management, LLC | 0.18% | No change | 51,900 | $324K |
| Jane Street Group, LLC | 0.00% | New | 43,403 | $280K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 36,047 | $233K |
| WealthBridge Capital Management, LLC | 0.05% | No change | 35,257 | $228K |
| Integrated Capital Management, Inc. | 0.16% | Reduce -20.2% | 34,638 | $224K |
| Osaic Holdings, Inc. | 0.00% | Add +12.6% | 32,690 | $211K |
| Merit Financial Group, LLC | 0.00% | Add +5.2% | 31,057 | $201K |
| Fortitude Advisory Group L.L.C. | 0.07% | No change | 27,876 | $180K |
| Novak & Powell Financial Services, Inc. | 0.08% | Add +1.1% | 27,163 | $175K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 25,000 | $162K |
| Spire Wealth Management | 0.00% | No change | 24,908 | $161K |
| Landscape Capital Management, L.L.C. | 0.01% | No change | 24,174 | $156K |
| Noble Wealth Management PBC | 0.07% | No change | 22,956 | $148K |
| Wedbush Securities Inc. | 0.00% | No change | 22,389 | $145K |
| HighTower Advisors, LLC | 0.00% | Reduce -33.2% | 22,231 | $144K |
| StoneX Group Inc. | 0.01% | New | 21,642 | $139K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 20,200 | $130K |
| Virtu Financial LLC | 0.00% | New | 20,196 | $130K |
| MAI Capital Management | 0.00% | No change | 19,444 | $126K |
| Mariner, LLC | 0.00% | Add +0.6% | 18,954 | $122K |
| Summit Financial, LLC | 0.00% | Add +2.8% | 18,332 | $118K |
| Curi Capital, LLC | 0.00% | No change | 18,000 | $116K |
| Royal Bank of Canada | 0.00% | New | 17,795 | $115K |
| MML Investors Services, LLC | 0.00% | Add +20.2% | 17,334 | $112K |
| Corient Private Wealth LP | 0.00% | Reduce -34.4% | 14,607 | $94K |
| Cetera Investment Advisers | 0.00% | Reduce -0.7% | 14,576 | $94K |
| Clear Street Group Inc. | 0.00% | New | 14,126 | $91K |
| WealthTrust Axiom LLC | 0.02% | No change | 13,000 | $84K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,572 | $81K |
| Confluence Wealth Services, Inc. | 0.00% | No change | 12,500 | $81K |
| Bokf, NA | 0.00% | No change | 12,295 | $79K |
| Bank of Montreal | 0.00% | New | 12,184 | $79K |
| Hollencrest Capital Management | 0.01% | No change | 11,994 | $77K |
| Kestra Advisory Services, LLC | 0.00% | New | 11,842 | $76K |
| XTX Topco Ltd | 0.00% | New | 11,684 | $75K |
| Fort Point Capital Partners LLC | 0.01% | No change | 10,885 | $70K |
| Thoma Capital Management LLC | 0.04% | Reduce -52.8% | 10,848 | $70K |
| Truist Financial Corp. | 0.00% | No change | 10,797 | $70K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.0% | 6,060 | $39K |
| US Bancorp \de | 0.00% | No change | 5,500 | $36K |
| Global Retirement Partners, LLC | 0.00% | — | 5,000 | $32K |
| Gilpin Wealth Management, LLC | 0.02% | No change | 4,500 | $29K |
| JPMorgan Chase & Co. | 0.00% | New | 4,091 | $27K |
| Capital Analysts, LLC | 0.00% | Reduce -1.5% | 4,091 | $26K |
| Blue Trust, Inc. | 0.00% | No change | 3,569 | $23K |
| Eastern Bank | 0.00% | No change | 3,443 | $22K |
| UBS Group AG | 0.00% | No change | 3,008 | $19K |
| CoreCap Advisors, LLC | 0.00% | New | 2,500 | $16K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 950 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 750 | $5K |
| Harbour Investments, Inc. | 0.00% | New | 345 | $2K |
| Arax Advisory Partners | 0.00% | New | 299 | $2K |
"% of holder's portfolio" is LEO's weight in each manager's 13F, not the share of BNY Mellon Strategic Muni the manager owns.