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Disclosery

DSM BNY MELLON STRATEGIC MUN BD

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COM (common), issuer CIK 855887

86 managers (86 13F filers) reported a position in DSM shares at 2026-06-30, 25,852,082 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
86
13F filers
86
New
8
Added
25
Reduced
27
Sold out
10
Shares held by filers
25,852,082

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Saba Capital Management, L.P.in group Saba Capital Management, L.P.5,179,441$31.9M0.97%013F-HRTimelineGroup
Bulldog Investors, LLP3,065,475$18.9M4.15%-308,46713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,011,573$18.5M0.05%-186,65713F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,241,927$13.8M0.26%+132,12713F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,920,587$11.8M0.56%+260,23013F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,476,212$9.08M0.26%+689,84413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,089,623$6.7M0.04%+68,11213F-HRTimelineGroup
Karpus Management, Inc.936,572$5.76M0.17%-3,60013F-HRTimeline
Almitas Capital LLC757,999$4.66M1.12%-168,30213F-HRTimeline
LPL Financial LLC544,464$3.35M<0.01%-29,26313F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC467,193$2.88M1.27%+41,71713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN447,952$2.75M<0.01%+40,01113F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP423,652$2.61M<0.01%+6,84913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY268,067$1.65M<0.01%-13,25813F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp258,371$1.59M0.01%-10,26913F-HRTimelineGroup
Capital Investment Advisors, LLC250,343$1.54M0.02%-6,00013F-HRTimeline
LORD, ABBETT & CO. LLC224,958$1.38M<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.195,902$1.2M0.37%+30,97013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…187,555$1.15M0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC180,248$1.11M<0.01%-11,82813F-HRTimelineGroup
1607 Capital Partners, LLC159,401$980K0.09%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC159,077$978K0.01%-11,09713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp145,899$897K<0.01%+75,52713F-HRTimelineGroup
Nuveen, LLCin group TIAA136,099$837K<0.01%013F-HRTimelineGroup
Summit Trail Advisors, LLC112,022$689K0.01%-4,85013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC107,584$662K0.08%-1,51713F-HRTimeline
Closed-End Fund Advisors, Inc.100,339$617K0.6%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.98,168$604K<0.01%-5,67513F-HRTimelineGroup
PFS Partners, LLC93,163$573K0.23%+1,24213F-HRTimeline
Ackerman Capital Advisors, LLC91,598$563K0.11%-27,39913F-HRTimeline
UBS Group AGin group UBS Group AG88,101$542K<0.01%-4,41713F-HRTimelineGroup
Bridgewater Advisors Inc.92,770$538K0.03%013F-HRTimeline
Palogic Value Management, L.P.72,032$444K0.16%013F-HRTimeline
Opal Wealth Advisors, LLC71,035$437K0.09%+1,57113F-HRTimeline
Noble Wealth Management PBC65,733$404K0.18%+4,40013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC63,180$389K<0.01%+74213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP62,270$383K<0.01%+80713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,102$370K<0.01%+37,53813F-HRTimelineGroup
Savvy Advisors, Inc.59,072$363K0.01%-3,15013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.50,000$308K<0.01%013F-HRTimelineGroup
&PARTNERS46,327$285K<0.01%-4,41813F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC43,690$269K0.02%+15,27913F-HRTimeline
Geneos Wealth Management Inc.42,860$264K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,790$239K<0.01%new13F-HRTimelineGroup
Fortitude Advisory Group L.L.C.38,762$238K0.09%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.37,728$232K0.13%-6,38313F-HRTimeline
Integrated Wealth Concepts LLC33,832$208K<0.01%+2813F-HRTimeline
Arete Wealth Advisors, LLC33,407$205K0.01%-65913F-HR/ATimeline
Aviance Capital Partners, LLC30,983$191K0.02%-2,90013F-HRTimeline
Camelot Portfolios, LLC30,362$187K0.13%-5,33713F-HRTimeline
Ranch Capital Advisors Inc.29,295$180K0.06%+7313F-HRTimeline
Petersen Hastings Wealth Advisors Inc.28,930$178K0.01%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.27,796$171K0.12%-5,45513F-HRTimeline
ROTHSCHILD INVESTMENT LLC25,000$154K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,546$133K<0.01%+63313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC21,435$132K<0.01%-1,85613F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC19,994$123K0.01%+9,13013F-HRTimelineGroup
Cetera Investment Advisers18,816$116K<0.01%-8113F-HRTimeline
Novak & Powell Financial Services, Inc.18,502$114K0.05%+24713F-HRTimeline
HighTower Advisors, LLC17,492$108K<0.01%-12,97213F-HRTimeline
LexAurum Advisors, LLC17,234$106K0.01%013F-HRTimeline
CJM Wealth Advisers, Ltd.15,847$97.5K0.03%+21213F-HRTimeline
Realta Investment Advisors15,247$93.8K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC15,166$93.3K<0.01%+2,12113F-HRTimeline
READYSTATE ASSET MANAGEMENT LP14,309$88K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA12,831$78.9K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,760$78.5K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC12,574$77K<0.01%+5713F-HRTimeline
Everstar Asset Management, LLC12,100$74.4K0.04%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,057$74.2K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,676$71.8K<0.01%+8513F-HRTimelineGroup
Shulman DeMeo Asset Management LLC10,317$63.5K0.01%-13013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.10,001$61.5K<0.01%new13F-HRTimelineGroup
SMITH, MOORE & CO.10,000$61.5K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,000$61.5K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC7,000$43K<0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,970$42.9K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…6,460$39.7K0.02%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,938$30.4K<0.01%new13F-HRTimelineGroup
EASTERN BANK3,441$21.2K<0.01%-1,56213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,700$16.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,700$16.6K<0.01%new13F-HRTimeline
Quent Capital, LLC2,000$12.3K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC1,447$8.9K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC1,000$6.15K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$6<0.01%013F-HRTimelineGroup

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 2,986,949 DSM shares, 6% of the class, as of 2026-09-30, in a 13G filed 2026-10-02. 0000769317-26-000045

    Accepted , ingested