DHF Institutional Ownership & Shareholders
BNYM HIGH YIELD STRATEGIES (DHF) is currently held by 68 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $63.65M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pathstone Holdings, Llc is currently the largest disclosed institutional shareholder of DHF tracked by InsiderSet, reporting ownership valued at approximately $21.59M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.20M, representing an estimated loss of -11.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed DHF value among the investors covered in this analysis. Major shareholders include Pathstone Holdings, Llc, Sit Investment Associates Inc, Hennion & Walsh Asset Management, Inc., and several other long-term asset managers with concentrated positions in BNYM HIGH YIELD STRATEGIES (DHF).
This page ranks the largest institutional DHF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
68
Total Reported Value
$63.65M
Largest Holder
Pathstone Holdings, Llc
Largest Position
$21.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pathstone Holdings, Llc | 0.09% | 8,846,596 | $21,585,694 | $19,197,113 | -$2,388,581 | -11.07% | |
| Sit Investment Associates Inc | 0.21% | 4,631,423 | $11,208,000 | $10,050,188 | -$1,157,812 | -10.33% | |
| Hennion & Walsh Asset Management, Inc. | 0.13% | 1,872,844 | $4,532,282 | $4,064,071 | -$468,211 | -10.33% | |
| Morgan Stanley | 0.00% | 1,854,479 | $4,487,843 | $4,024,219 | -$463,624 | -10.33% | |
| Bulldog Investors, Llp | 0.58% | 1,093,928 | $2,647,306 | $2,373,824 | -$273,482 | -10.33% | |
| 1607 Capital Partners, Llc | 0.22% | 1,064,793 | $2,576,799 | $2,310,601 | -$266,198 | -10.33% | |
| Invesco Ltd. | 0.00% | 993,218 | $2,403,588 | $2,155,283 | -$248,305 | -10.33% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 983,970 | $2,381,207 | $2,135,215 | -$245,992 | -10.33% | |
| Wolverine Asset Management Llc | 0.02% | 693,615 | $1,678,548 | $1,505,145 | -$173,403 | -10.33% | |
| Lpl Financial Llc | 0.00% | 578,525 | $1,400,031 | $1,255,399 | -$144,632 | -10.33% | |
| Rivernorth Capital Management, Llc | 0.07% | 567,426 | $1,373,171 | $1,231,314 | -$141,857 | -10.33% | |
| Fiera Capital Corp | 0.00% | 490,716 | $1,187,533 | $1,064,854 | -$122,679 | -10.33% | |
| Envestnet Asset Management Inc | 0.00% | 471,755 | $1,141,646 | $1,023,708 | -$117,938 | -10.33% | |
| Park Avenue Securities Llc | 0.01% | 423,805 | $1,026,000 | $919,657 | -$106,343 | -10.36% | |
| Capital Investment Advisors, Llc | 0.01% | 199,760 | $483,419 | $433,479 | -$49,940 | -10.33% | |
| Melfa Wealth Management, Inc. | 0.20% | 151,410 | $366,412 | $328,560 | -$37,852 | -10.33% | |
| Cetera Investment Advisers | 0.00% | 116,691 | $282,395 | $253,219 | -$29,176 | -10.33% | |
| Osaic Holdings, Inc. | 0.00% | 116,331 | $281,510 | $252,438 | -$29,072 | -10.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 104,493 | $252,870 | $226,750 | -$26,120 | -10.33% | |
| Almitas Capital Llc | 0.05% | 79,665 | $192,789 | $172,873 | -$19,916 | -10.33% | |
| Integrated Capital Management, Inc. | 0.12% | 75,556 | $167,735 | $163,957 | -$3,778 | -2.25% | |
| Raymond James Financial Inc | 0.00% | 63,434 | $153,510 | $137,652 | -$15,858 | -10.33% | |
| Closed-End Fund Advisors, Inc. | 0.11% | 46,743 | $113,118 | $101,432 | -$11,686 | -10.33% | |
| Wells Fargo & Company/Mn | 0.00% | 46,409 | $112,311 | $100,708 | -$11,603 | -10.33% | |
| Xtx Topco Ltd | 0.00% | 45,924 | $111,136 | $99,655 | -$11,481 | -10.33% | |
| Mml Investors Services, Llc | 0.00% | 44,693 | $108,156 | $96,984 | -$11,172 | -10.33% | |
| Ubs Group Ag | 0.00% | 40,806 | $98,751 | $88,549 | -$10,202 | -10.33% | |
| Shulman Demeo Asset Management Llc | 0.02% | 44,118 | $98,383 | $95,736 | -$2,647 | -2.69% | |
| Newedge Advisors, Llc | 0.00% | 34,600 | $83,732 | $75,082 | -$8,650 | -10.33% | |
| Jane Street Group, Llc | 0.00% | 34,119 | $82,568 | $74,038 | -$8,530 | -10.33% | |
| Mutual Advisors, Llc | 0.00% | 33,370 | $80,755 | $72,413 | -$8,342 | -10.33% | |
| Advance Capital Management, Inc. | 0.00% | 30,000 | $72,600 | $65,100 | -$7,500 | -10.33% | |
| Pfg Investments, Llc | 0.00% | 29,884 | $72,319 | $64,848 | -$7,471 | -10.33% | |
| Shaker Financial Services, Llc | 0.02% | 29,535 | $71,475 | $64,091 | -$7,384 | -10.33% | |
| Garner Asset Management Corp | 0.02% | 23,682 | $57,310 | $51,390 | -$5,920 | -10.33% | |
| Susquehanna International Group, Llp | 0.00% | 21,577 | $52,216 | $46,822 | -$5,394 | -10.33% | |
| Carter Financial Group, Inc. | 0.03% | 20,765 | $50,252 | $45,060 | -$5,192 | -10.33% | |
| Dumont & Blake Investment Advisors Llc | 0.01% | 19,586 | $47,398 | $42,502 | -$4,896 | -10.33% | |
| Curated Wealth Partners Llc | 0.00% | 17,715 | $42,870 | $38,442 | -$4,428 | -10.33% | |
| Fermata Advisors, Llc | 0.01% | 17,167 | $41,544 | $37,252 | -$4,292 | -10.33% | |
| Sowell Financial Services Llc | 0.00% | 16,787 | $40,626 | $36,428 | -$4,198 | -10.33% | |
| Avior Wealth Management, Llc | 0.00% | 16,203 | $39,211 | $35,161 | -$4,050 | -10.33% | |
| J.W. Cole Advisors, Inc. | 0.00% | 16,147 | $39,077 | $35,039 | -$4,038 | -10.33% | |
| Baird Financial Group, Inc. | 0.00% | 15,162 | $36,692 | $32,902 | -$3,790 | -10.33% | |
| Bank Of America Corp | 0.00% | 15,000 | $36,300 | $32,550 | -$3,750 | -10.33% | |
| Sentinel Pension Advisors, Llc | 0.00% | 13,927 | $33,704 | $30,222 | -$3,482 | -10.33% | |
| Boothbay Fund Management, Llc | 0.00% | 13,792 | $33,377 | $29,929 | -$3,448 | -10.33% | |
| Focus Partners Wealth | 0.00% | 12,339 | $29,861 | $26,776 | -$3,085 | -10.33% | |
| Choreo, Llc | 0.00% | 11,616 | $28,111 | $25,207 | -$2,904 | -10.33% | |
| Mercer Global Advisors Inc | 0.00% | 11,255 | $27,238 | $24,423 | -$2,815 | -10.33% |
Frequently asked questions about DHF
Who are the largest institutional holders of DHF?
The largest institutional holders of DHF reported in the latest SEC Form 13F filings include Pathstone Holdings, Llc, Sit Investment Associates Inc, Hennion & Walsh Asset Management, Inc., Morgan Stanley, and Bulldog Investors, Llp. InsiderSet ranks institutional holders by their latest reported DHF position.
What is DHF institutional ownership?
This page tracks DHF positions reported by institutional investment managers through SEC Form 13F. BNYM HIGH YIELD STRATEGIES (DHF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DHF?
InsiderSet currently tracks 68 institutional managers reporting DHF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DHF shareholders.
How much DHF stock do institutions own?
Institutional investment managers disclosed approximately $63.65M in DHF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DHF institutional ownership last updated?
The latest DHF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DHF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DHF position after the reporting date.
Are institutions buying or selling DHF?
Institutional buying and selling can be analyzed by comparing DHF positions across consecutive 13F reporting periods. InsiderSet's DHF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DHF ownership changes.
How has DHF institutional ownership changed over time?
InsiderSet tracks DHF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.