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Disclosery

DSM BNY MELLON STRATEGIC MUN BD

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COM (fund), issuer CIK 855887

88 managers (88 13F filers) reported a position in DSM shares at 2026-03-31, 25,590,023 shares in all. 12 filers opened a position and 9 filers sold out during the quarter.

Managers
88
13F filers
88
New
12
Added
21
Reduced
26
Sold out
9
Shares held by filers
25,590,023

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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$31.1M1%013F-HRTimelineGroup
Bulldog Investors, LLP3,373,942$20.3M4.56%+65,85113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,198,230$19.2M0.08%-100,26313F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,109,800$12.7M0.26%+247,41913F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,660,357$9.98M0.5%+824,76513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,021,511$6.14M0.05%-217,90713F-HRTimelineGroup
Karpus Management, Inc.940,172$5.65M0.18%-11,10013F-HRTimeline
Almitas Capital LLC926,301$5.57M1.26%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.786,368$4.73M0.16%+397,85713F-HRTimeline
LPL Financial LLC573,727$3.45M<0.01%-9,43913F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC425,476$2.57M1.15%-161,89813F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP416,803$2.5M<0.01%+47,27213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN407,941$2.45M<0.01%+3,31513F-HR/ATimelineGroup
Advisors Asset Management, Inc.328,325$1.97M0.03%-2,38613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY281,325$1.69M<0.01%-81,00313F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp268,640$1.61M0.01%new13F-HRTimelineGroup
Capital Investment Advisors, LLC256,343$1.54M0.02%-5,24513F-HR/ATimeline
LORD, ABBETT & CO. LLC224,958$1.35M<0.01%+24,95813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC192,076$1.15M<0.01%-2,04913F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…187,555$1.13M0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC170,174$1.02M0.01%-2,91113F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.164,932$991K0.34%-176,15913F-HRTimeline
1607 Capital Partners, LLC159,401$958K0.07%013F-HRTimeline
Nuveen, LLCin group TIAA136,099$818K<0.01%013F-HRTimelineGroup
Ackerman Capital Advisors, LLC118,997$715K0.15%-3,25413F-HRTimeline
Summit Trail Advisors, LLC116,872$702K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC109,101$656K0.09%-13,90413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.103,843$624K<0.01%+42613F-HRTimelineGroup
Closed-End Fund Advisors, Inc.100,339$603K0.61%013F-HRTimeline
Bridgewater Advisors Inc.92,770$571K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG92,518$556K<0.01%-20,27513F-HRTimelineGroup
PFS Partners, LLC91,921$552K0.25%+1,13113F-HRTimeline
Palogic Value Management, L.P.72,032$429K0.19%+18,00213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp70,372$423K<0.01%new13F-HRTimelineGroup
Opal Wealth Advisors, LLC69,464$417K0.09%-11,54113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC62,438$375K<0.01%+14,82713F-HRTimelineGroup
Savvy Advisors, Inc.62,222$374K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,463$369K<0.01%+73513F-HRTimelineGroup
Noble Wealth Management PBC61,333$369K0.19%-21,94513F-HRTimeline
&PARTNERS50,745$305K<0.01%+6,44013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.50,000$301K<0.01%013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.44,111$265K0.15%013F-HRTimeline
Geneos Wealth Management Inc.42,860$258K0.01%013F-HRTimeline
Fortitude Advisory Group L.L.C.38,762$233K0.1%013F-HRTimeline
Catalina Capital Group, LLC36,500$219K0.13%013F-HRTimeline
Camelot Portfolios, LLC35,699$215K0.16%-2,47413F-HRTimeline
Aviance Capital Partners, LLC33,883$204K0.02%+41413F-HRTimeline
Integrated Wealth Concepts LLC33,804$203K<0.01%new13F-HRTimeline
Arete Wealth Advisors, LLC34,066$203K0.02%-3,43813F-HR/ATimeline
INTEGRATED CAPITAL MANAGEMENT, INC.33,251$200K0.13%-5,32213F-HRTimeline
HighTower Advisors, LLC30,464$183K<0.01%-11,98813F-HRTimeline
Ranch Capital Advisors Inc.29,222$176K0.06%+6613F-HRTimeline
Petersen Hastings Wealth Advisors Inc.28,930$174K0.02%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC28,411$171K0.01%+37613F-HRTimeline
Traub Capital Management LLC24,031$144K0.14%-13,77913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,291$140K<0.01%+3213F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,564$136K<0.01%-3,15813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,913$126K<0.01%+67613F-HRTimelineGroup
Cetera Investment Advisers18,897$114K<0.01%+2013F-HRTimeline
Novak & Powell Financial Services, Inc.18,255$110K0.06%+22513F-HRTimeline
LexAurum Advisors, LLC17,234$104K0.01%13F-HRTimeline
CJM Wealth Advisers, Ltd.15,635$94K0.03%+19213F-HRTimeline
Realta Investment Advisors15,247$91.6K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC13,045$78.4K<0.01%-2,96913F-HRTimeline
BOKF, NAin group BOKF, NA12,831$77.1K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,552$75.4K<0.01%-9,35513F-HRTimelineGroup
Janney Montgomery Scott LLC12,517$75K<0.01%-2,81413F-HRTimeline
Everstar Asset Management, LLC12,100$72.7K0.04%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,057$72.5K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,591$69.7K<0.01%-26213F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC10,864$65.3K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,487$63K<0.01%new13F-HRTimeline
Shulman DeMeo Asset Management LLC10,447$62.8K0.01%new13F-HRTimeline
SMITH, MOORE & CO.10,000$60.1K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,000$60.1K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC8,188$49.2K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,970$41.9K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…6,460$38.8K0.02%013F-HRTimeline
MAI Capital Management6,023$36.2K<0.01%013F-HRTimeline
EASTERN BANK5,003$30.1K<0.01%013F-HRTimeline
Arkos Global Advisors5,046$30K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…4,758$28.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,700$16.2K<0.01%new13F-HRTimeline
Activest Wealth Management1,500$9.02K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC1,447$8.7K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC1,000$6.01K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC79$474<0.01%new13F-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