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Disclosery

DSM BNY MELLON STRATEGIC MUN BD

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COM (fund), issuer CIK 855887

91 managers (91 13F filers) reported a position in DSM shares at 2025-09-30, 24,099,713 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
91
13F filers
91
New
7
Added
22
Reduced
30
Sold out
8
Shares held by filers
24,099,713

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.5,152,591$30.5M1.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,559,421$21.1M0.08%+73,30913F-HRTimelineGroup
Bulldog Investors, LLP2,624,438$15.5M3.6%+27,80713F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,666,514$9.87M0.2%+1,167,68713F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,236,121$7.32M0.42%-262,24013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC961,115$5.69M0.04%+251,17113F-HRTimelineGroup
Karpus Management, Inc.860,309$5.09M0.16%+3,90613F-HRTimeline
Almitas Capital LLC851,087$5.04M1.15%013F-HR/ATimeline
LPL Financial LLC651,425$3.86M<0.01%+1,26813F-HRTimeline
Hennion & Walsh Asset Management, Inc.629,018$3.72M0.13%-413,66813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY429,878$2.54M<0.01%+35,16213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN399,934$2.37M<0.01%-51,19813F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.338,579$2M0.69%-27,47513F-HRTimeline
Advisors Asset Management, Inc.335,271$1.98M0.03%-5,34213F-HR/ATimeline
WHITEBOX ADVISORS LLC335,217$1.98M0.04%-43,77613F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP325,935$1.93M<0.01%-12,98713F-HRTimelineGroup
Capital Investment Advisors, LLC278,404$1.65M0.03%-1,44213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC197,363$1.17M<0.01%+1,35313F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…187,555$1.11M0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC173,949$1.03M0.01%-49913F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC164,586$974K0.02%+4,61213F-HRTimeline
1607 Capital Partners, LLC159,401$944K0.07%-25,00013F-HRTimeline
Nuveen, LLCin group TIAA136,099$806K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC127,082$752K0.11%-3,36813F-HRTimeline
Ackerman Capital Advisors, LLC127,024$752K0.16%-29,94213F-HRTimeline
UBS Group AGin group UBS Group AG111,335$659K<0.01%-4413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.105,551$625K<0.01%-31,62313F-HRTimelineGroup
Bridgewater Advisors Inc.92,770$551K0.04%013F-HRTimeline
PFS Partners, LLC89,404$529K0.25%+73413F-HRTimeline
Noble Wealth Management PBC84,128$498K0.27%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/73,353$434K<0.01%013F-HR/ATimelineGroup
Savvy Advisors, Inc.72,059$427K0.02%-11,47213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP67,229$398K<0.01%+5,87713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp61,178$362K<0.01%+16213F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.50,000$296K<0.01%+10,00013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,268$292K<0.01%+7913F-HRTimelineGroup
Gridiron Partners, LLC367,786$289K0.17%+318,89513F-HRTimeline
Palogic Value Management, L.P.48,475$287K0.12%013F-HRTimeline
Arete Wealth Advisors, LLC45,361$269K0.02%-88513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.44,111$261K0.15%013F-HRTimeline
Geneos Wealth Management Inc.42,860$254K0.01%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.39,303$233K0.16%-76613F-HRTimeline
Fortitude Advisory Group L.L.C.38,762$229K0.12%013F-HRTimeline
Camelot Portfolios, LLC38,135$226K0.13%-3,71913F-HRTimeline
Traub Capital Management LLC37,810$224K0.22%-15,21913F-HRTimeline
Integrated Wealth Concepts LLC37,340$221K<0.01%013F-HRTimeline
HighTower Advisors, LLC36,619$217K<0.01%-1,80513F-HRTimeline
Catalina Capital Group, LLC36,500$216K0.13%013F-HRTimeline
Aviance Capital Partners, LLC33,282$197K0.02%-4,20913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,259$173K<0.01%+1313F-HRTimelineGroup
Lee Financial Co29,000$172K0.02%new13F-HRTimeline
Ranch Capital Advisors Inc.29,074$172K0.07%+4313F-HRTimeline
Modern Wealth Management, LLC23,593$140K<0.01%013F-HRTimeline
Matisse Capital19,352$115K0.05%-13,27813F-HRTimeline
Cetera Investment Advisers18,637$110K<0.01%-3513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,484$109K<0.01%-43,90613F-HRTimelineGroup
WEDBUSH SECURITIES INC18,300$108K<0.01%013F-HRTimeline
LexAurum Advisors, LLC17,234$102K0.01%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC16,341$96.7K0.01%-5,20013F-HRTimelineGroup
Realta Investment Advisors15,247$90.3K0.03%013F-HRTimeline
CJM Wealth Advisers, Ltd.15,206$90K0.03%+12513F-HRTimeline
MML INVESTORS SERVICES, LLC15,185$89.9K<0.01%+2,12313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,104$89.4K<0.01%-59613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,856$87.9K<0.01%-11613F-HRTimelineGroup
NewEdge Advisors, LLC14,242$84.3K<0.01%-1,89413F-HRTimeline
Cambridge Investment Research Advisors,…13,737$81K<0.01%-2,53113F-HRTimeline
Janney Montgomery Scott LLC12,566$74K<0.01%-6,64013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD12,500$74K<0.01%new13F-HRTimelineGroup
MIdWestOne Financial Group, Inc.12,214$72.3K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,194$72.2K<0.01%+59413F-HRTimelineGroup
Everstar Asset Management, LLC12,100$71.6K0.04%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,057$71.4K<0.01%+1,55013F-HRTimelineGroup
Plan A Wealth LLC10,500$62.2K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,215$60.5K<0.01%new13F-HRTimelineGroup
SMITH, MOORE & CO.10,000$59.2K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,000$59.2K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC8,191$48.5K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC7,000$41.4K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,970$41.3K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…6,460$38.2K0.02%013F-HRTimeline
MAI Capital Management6,023$35.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…4,758$28.2K<0.01%013F-HRTimeline
EASTERN BANK3,441$20.4K<0.01%013F-HRTimeline
Kilter Group LLC2,129$12.6K0.01%new13F-HRTimeline
Activest Wealth Management1,500$8.88K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC1,447$8.6K<0.01%013F-HR/ATimeline
Darwin Wealth Management, LLC1,000$5.92K<0.01%013F-HRTimeline
Guerra Advisors Inc596$3.53K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC565$3.35K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA500$3K<0.01%+49113F-HRTimelineGroup
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