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Disclosery

LEO BNY MELLON STRATEGIC MUNS IN

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COM (common), issuer CIK 818972

101 managers (101 13F filers) reported a position in LEO shares at 2026-06-30, 29,684,210 shares in all. 14 filers opened a position and 9 filers sold out during the quarter.

Managers
101
13F filers
101
New
14
Added
25
Reduced
25
Sold out
9
Shares held by filers
29,684,210

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.6,076,820$39.3M1.2%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,487,291$22.5M0.07%-256,65913F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,295,354$14.8M0.28%+376,47213F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC2,006,388$13M0.62%+21,19613F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,683,135$10.9M0.31%+884,86113F-HRTimeline
Bulldog Investors, LLP1,510,131$9.76M2.15%-66,24013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,351,087$8.73M0.06%+56,85413F-HRTimelineGroup
Advisors Asset Management, Inc.1,155,820$7.47M0.11%+12,97513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,132,581$7.32M<0.01%+129,93813F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC877,072$5.67M2.5%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP537,717$3.47M<0.01%-42,21813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …527,746$3.41M0.01%013F-HRTimelineGroup
Altium Capital Management LLC438,676$2.83M5.97%013F-HRTimeline
Gridiron Partners, LLC404,971$2.62M1.37%+64,20913F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…379,865$2.45M0.02%013F-HRTimelineGroup
Capital Investment Advisors, LLC370,005$2.39M0.03%-9,29413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.317,342$2.05M<0.01%+68,78113F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…270,829$1.75M0.11%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY252,346$1.63M<0.01%-27,04313F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.248,400$1.6M<0.01%-50,00013F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp246,842$1.59M0.01%+76,62113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC220,675$1.43M<0.01%-5,22113F-HRTimelineGroup
Professional Financial Management, Inc.207,157$1.34M1.36%-12,32813F-HRTimeline
1607 Capital Partners, LLC206,145$1.33M0.12%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC188,636$1.22M0.01%-4,64913F-HRTimelineGroup
LORD, ABBETT & CO. LLC183,547$1.19M<0.01%013F-HRTimeline
&PARTNERS180,730$1.17M<0.01%+23,33113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC169,085$1.09M<0.01%+16,87613F-HRTimelineGroup
LPL Financial LLC162,811$1.05M<0.01%+1,44713F-HRTimeline
RIVERBRIDGE PARTNERS LLC138,053$892K0.02%-220,26013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK134,630$870K<0.01%+13,00013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC120,229$777K0.1%-5,98113F-HRTimeline
Traub Capital Management LLC116,438$752K0.67%-2,60013F-HRTimeline
Summit Trail Advisors, LLC114,659$741K0.01%+31,60013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp106,646$689K<0.01%-89,60613F-HRTimelineGroup
Closed-End Fund Advisors, Inc.104,718$676K0.66%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/100,716$651K<0.01%-61,90613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.91,480$591K0.02%-2,32513F-HRTimeline
Ackerman Capital Advisors, LLC82,963$536K0.11%-30,37713F-HRTimeline
Almitas Capital LLC82,066$530K0.13%-115,03013F-HRTimeline
Petersen Hastings Wealth Advisors Inc.80,605$521K0.04%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP71,181$460K0.02%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC62,495$404K<0.01%+2,24313F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.60,335$390K0.21%+1213F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.58,283$377K0.12%new13F-HRTimeline
180 WEALTH ADVISORS, LLC57,188$369K0.04%-5,99313F-HRTimeline
Creative Planningin group Creative Planning56,379$364K<0.01%+14613F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC52,837$341K0.02%+26,65913F-HRTimeline
Nuveen, LLCin group TIAA51,503$333K<0.01%013F-HRTimelineGroup
Daner Wealth Management, LLC51,900$324K0.18%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,403$280K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC36,047$233K<0.01%+8813F-HRTimeline
WealthBridge Capital Management, LLC35,257$228K0.05%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.34,638$224K0.16%-8,74513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,690$211K<0.01%+3,65213F-HRTimelineGroup
Merit Financial Group, LLC31,057$201K<0.01%+1,53113F-HR/ATimeline
Fortitude Advisory Group L.L.C.27,876$180K0.07%013F-HRTimeline
Novak & Powell Financial Services, Inc.27,163$175K0.08%+30613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,000$162K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management24,908$161K<0.01%013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…24,174$156K0.01%013F-HRTimelineGroup
Noble Wealth Management PBC22,956$148K0.07%013F-HRTimeline
WEDBUSH SECURITIES INC22,389$145K<0.01%013F-HRTimeline
HighTower Advisors, LLC22,231$144K<0.01%-11,05913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.21,642$139K0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,200$130K0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC20,196$130K<0.01%new13F-HRTimelineGroup
MAI Capital Management19,444$126K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC18,954$122K<0.01%+10513F-HRTimelineGroup
Summit Financial, LLC18,332$118K<0.01%+49313F-HRTimeline
Curi Capital, LLC18,000$116K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,795$115K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC17,334$112K<0.01%+2,91513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,607$94.4K<0.01%-7,66613F-HR/ATimelineGroup
Cetera Investment Advisers14,576$94.2K<0.01%-10813F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.14,126$91.3K<0.01%new13F-HRTimelineGroup
WealthTrust Axiom LLC13,000$84K0.02%013F-HRTimeline
NewEdge Advisors, LLC12,572$81.2K<0.01%013F-HRTimeline
Confluence Wealth Services, Inc.12,500$80.8K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA12,295$79.4K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,184$78.7K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT11,994$77.5K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,842$76.5K<0.01%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd11,684$75.5K<0.01%new13F-HRTimelineGroup
Fort Point Capital Partners LLC10,885$70.3K0.01%013F-HRTimeline
Thoma Capital Management LLC10,848$70.1K0.04%-12,12513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,797$69.8K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC6,060$39.1K<0.01%-213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,500$35.5K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC5,000$32.3K<0.01%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4,500$29.1K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,091$26.6K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,091$26K<0.01%-6113F-HRTimelineGroup
Blue Trust, Inc.3,569$23.1K<0.01%013F-HRTimeline
EASTERN BANK3,443$22.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG3,008$19.4K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC2,500$16.1K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC950$6.14K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…750$4.84K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.345$2.23K<0.01%new13F-HRTimeline
Arax Advisory Partners299$1.93K<0.01%new13F-HRTimeline

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 3,165,541 LEO shares, 5.1% of the class, as of 2026-09-30, in a 13G filed 2026-10-02. 0000769317-26-000043

    Accepted , ingested