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Disclosery

DSM BNY MELLON STRATEGIC MUN BD

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COM (fund), issuer CIK 855887

85 managers (85 13F filers) reported a position in DSM shares at 2025-12-31, 24,627,312 shares in all. 8 filers opened a position and 15 filers sold out during the quarter.

Managers
85
13F filers
85
New
8
Added
28
Reduced
21
Sold out
15
Shares held by filers
24,627,312

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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$32M1.07%+26,85013F-HRTimelineGroup
Bulldog Investors, LLP3,308,091$20.4M4.55%+683,65313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,298,493$20.4M0.08%-260,92813F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,862,381$11.5M0.23%+195,86713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,239,418$7.65M0.06%+278,30313F-HRTimelineGroup
Karpus Management, Inc.951,272$5.87M0.18%+90,96313F-HR/ATimeline
Almitas Capital LLC926,301$5.72M1.26%+75,21413F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC835,592$5.16M0.24%-400,52913F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC587,374$3.6M1.51%new13F-HRTimeline
LPL Financial LLC583,166$3.6M<0.01%-68,25913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN404,626$2.5M<0.01%+4,69213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.388,511$2.4M0.08%-240,50713F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP369,531$2.28M<0.01%+43,59613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY362,328$2.24M<0.01%-67,55013F-HR/ATimelineGroup
Thomas J. Herzfeld Advisors, Inc.341,091$2.1M0.71%+2,51213F-HRTimeline
Advisors Asset Management, Inc.330,711$2.04M0.03%-4,56013F-HR/ATimeline
Capital Investment Advisors, LLC261,588$1.61M0.02%-16,81613F-HRTimeline
RIVERBRIDGE PARTNERS LLC237,540$1.47M0.03%+72,95413F-HRTimeline
LORD, ABBETT & CO. LLC200,000$1.23M<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC194,125$1.2M<0.01%-3,23813F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…187,555$1.16M0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC173,085$1.07M0.01%-86413F-HRTimelineGroup
1607 Capital Partners, LLC159,401$984K0.07%013F-HRTimeline
Nuveen, LLCin group TIAA136,099$840K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC123,005$759K0.11%-4,07713F-HRTimeline
Ackerman Capital Advisors, LLC122,251$754K0.15%-4,77313F-HRTimeline
UBS Group AGin group UBS Group AG112,793$696K<0.01%+1,45813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.103,417$638K<0.01%-2,13413F-HRTimelineGroup
Closed-End Fund Advisors, Inc.100,339$619K0.37%13F-HRTimeline
Bridgewater Advisors Inc.92,770$561K0.04%013F-HRTimeline
PFS Partners, LLC90,790$560K0.26%+1,38613F-HRTimeline
Noble Wealth Management PBC83,278$514K0.26%-85013F-HRTimeline
Opal Wealth Advisors, LLC81,005$500K0.13%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/73,353$453K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,728$375K<0.01%-6,50113F-HRTimelineGroup
Palogic Value Management, L.P.54,030$333K0.14%+5,55513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.50,000$309K<0.01%013F-HRTimelineGroup
Gridiron Partners, LLC48,891$302K0.17%-318,89513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,611$294K<0.01%-1,65713F-HRTimelineGroup
&PARTNERS44,305$273K<0.01%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.44,111$272K0.16%013F-HRTimeline
Geneos Wealth Management Inc.42,860$264K0.01%013F-HRTimeline
HighTower Advisors, LLC42,452$262K<0.01%+5,83313F-HRTimeline
Fortitude Advisory Group L.L.C.38,762$239K0.1%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.38,573$238K0.16%-73013F-HRTimeline
Camelot Portfolios, LLC38,173$236K0.15%+3813F-HRTimeline
Traub Capital Management LLC37,810$233K0.22%013F-HRTimeline
Arete Wealth Advisors, LLC37,504$231K0.02%-7,85713F-HR/ATimeline
Catalina Capital Group, LLC36,500$225K0.14%013F-HRTimeline
Aviance Capital Partners, LLC33,469$207K0.02%+18713F-HRTimeline
Ranch Capital Advisors Inc.29,156$180K0.07%+8213F-HRTimeline
Petersen Hastings Wealth Advisors Inc.28,930$178K0.02%13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC28,035$173K0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,722$159K<0.01%-4,53713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,259$144K<0.01%+4,77513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,907$135K<0.01%+11,69213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,237$125K<0.01%+5,13313F-HRTimelineGroup
Cetera Investment Advisers18,877$116K<0.01%+24013F-HRTimeline
Novak & Powell Financial Services, Inc.18,030$111K0.06%new13F-HRTimeline
MML INVESTORS SERVICES, LLC16,014$98.8K<0.01%+82913F-HRTimeline
CJM Wealth Advisers, Ltd.15,443$95.3K0.03%+23713F-HRTimeline
Janney Montgomery Scott LLC15,331$95K<0.01%+2,76513F-HRTimeline
Realta Investment Advisors15,247$94.1K0.03%013F-HRTimeline
NewEdge Advisors, LLC14,254$87.9K<0.01%+1213F-HRTimeline
BOKF, NAin group BOKF, NA12,831$79.2K<0.01%new13F-HRTimelineGroup
MIdWestOne Financial Group, Inc.12,214$75.4K0.01%013F-HRTimeline
Everstar Asset Management, LLC12,100$74.7K0.04%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,057$74.4K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,853$73.1K<0.01%-34113F-HRTimelineGroup
Plan A Wealth LLC10,500$64.8K0.03%013F-HRTimeline
SMITH, MOORE & CO.10,000$61.7K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,000$61.7K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC8,188$50.5K<0.01%-313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,970$43K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…6,460$39.9K0.02%013F-HRTimeline
MAI Capital Management6,023$37.2K<0.01%013F-HRTimeline
EASTERN BANK5,003$30.9K<0.01%+1,56213F-HRTimeline
Steward Partners Investment Advisory, L…4,758$29.4K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,733$23K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,570$16K<0.01%+2,07013F-HRTimelineGroup
Kilter Group LLC2,162$13.3K0.01%+3313F-HRTimeline
Prestige Wealth Management Group LLC1,447$8.93K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC1,000$6.17K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$3.08K<0.01%new13F-HR/ATimelineGroup
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