DSM Institutional Ownership & Shareholders
BNYM STRAT MUNI BND (DSM) is currently held by 84 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $156.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Saba Capital Management, L.P. is currently the largest disclosed institutional shareholder of DSM tracked by InsiderSet, reporting ownership valued at approximately $31.85M in its June 30, 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 $28.69M, representing an estimated loss of -9.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed DSM value among the investors covered in this analysis. Major shareholders include Saba Capital Management, L.P., Pathstone Holdings, Llc, Bulldog Investors, Llp, and several other long-term asset managers with concentrated positions in BNYM STRAT MUNI BND (DSM).
This page ranks the largest institutional DSM 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
84
Total Reported Value
$156.35M
Largest Holder
Saba Capital Management, L.P.
Largest Position
$31.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 0.97% | 5,179,441 | $31,853,562 | $28,694,103 | -$3,159,459 | -9.92% | |
| Pathstone Holdings, Llc | 0.08% | 3,198,230 | $19,221,360 | $17,718,194 | -$1,503,166 | -7.82% | |
| Bulldog Investors, Llp | 4.15% | 3,065,475 | $18,852,671 | $16,982,732 | -$1,869,940 | -9.92% | |
| Sit Investment Associates Inc | 0.26% | 2,241,927 | $13,788,000 | $12,420,276 | -$1,367,724 | -9.92% | |
| Rivernorth Capital Management, Llc | 0.56% | 1,920,587 | $11,811,608 | $10,640,052 | -$1,171,556 | -9.92% | |
| Hennion & Walsh Asset Management, Inc. | 0.22% | 1,453,764 | $7,574,110 | $8,053,853 | +$479,743 | +6.33% | |
| Guggenheim Capital Llc | 0.04% | 1,089,623 | $6,701,181 | $6,036,511 | -$664,670 | -9.92% | |
| Karpus Management, Inc. | 0.17% | 936,572 | $5,759,918 | $5,188,609 | -$571,309 | -9.92% | |
| Almitas Capital Llc | 1.12% | 757,999 | $4,661,694 | $4,199,314 | -$462,380 | -9.92% | |
| Lpl Financial Llc | 0.00% | 544,464 | $3,348,452 | $3,016,331 | -$332,121 | -9.92% | |
| Robinson Capital Management, Llc | 1.27% | 467,193 | $2,877,909 | $2,588,249 | -$289,660 | -10.06% | |
| Wells Fargo & Company/Mn | 0.00% | 447,952 | $2,754,906 | $2,481,654 | -$273,252 | -9.92% | |
| Van Eck Associates Corp | 0.00% | 423,652 | $2,605,460 | $2,347,032 | -$258,428 | -9.92% | |
| Morgan Stanley | 0.00% | 268,067 | $1,648,619 | $1,485,091 | -$163,528 | -9.92% | |
| Fiera Capital Corp | 0.01% | 258,371 | $1,588,982 | $1,431,375 | -$157,607 | -9.92% | |
| Lord, Abbett & Co. Llc | 0.00% | 224,958 | $1,383,000 | $1,246,267 | -$136,733 | -9.89% | |
| Capital Investment Advisors, Llc | 0.02% | 235,826 | $1,228,653 | $1,306,476 | +$77,823 | +6.33% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.37% | 195,902 | $1,204,797 | $1,085,297 | -$119,500 | -9.92% | |
| Capstone Investment Advisors, Llc | 0.01% | 187,555 | $1,153,463 | $1,039,055 | -$114,408 | -9.92% | |
| Envestnet Asset Management Inc | 0.00% | 180,248 | $1,108,523 | $998,574 | -$109,949 | -9.92% | |
| 1607 Capital Partners, Llc | 0.09% | 159,401 | $980,316 | $883,082 | -$97,234 | -9.92% | |
| Bank Of New York Mellon Corp | 0.00% | 145,899 | $897,279 | $808,280 | -$88,999 | -9.92% | |
| Nuveen, Llc | 0.00% | 136,099 | $837,009 | $753,988 | -$83,021 | -9.92% | |
| Summit Trail Advisors, Llc | 0.01% | 112,022 | $688,937 | $620,602 | -$68,335 | -9.92% | |
| Closed-End Fund Advisors, Inc. | 0.60% | 100,339 | $617,085 | $555,878 | -$61,207 | -9.92% | |
| Invesco Ltd. | 0.00% | 98,168 | $603,733 | $543,851 | -$59,882 | -9.92% | |
| Blue Bell Private Wealth Management, Llc | 0.07% | 105,116 | $547,654 | $582,343 | +$34,689 | +6.33% | |
| Ubs Group Ag | 0.00% | 88,101 | $541,821 | $488,080 | -$53,741 | -9.92% | |
| Bridgewater Advisors Inc. | 0.03% | 92,770 | $538,066 | $513,946 | -$24,120 | -4.48% | |
| Ackerman Capital Advisors, Llc | 0.10% | 103,029 | $536,781 | $570,781 | +$34,000 | +6.33% | |
| Pfs Partners, Llc | 0.20% | 94,123 | $490,383 | $521,441 | +$31,058 | +6.33% | |
| Palogic Value Management, L.P. | 0.16% | 72,032 | $443,537 | $399,057 | -$44,480 | -10.03% | |
| Raymond James Financial Inc | 0.00% | 63,180 | $388,557 | $350,017 | -$38,540 | -9.92% | |
| Stifel Financial Corp | 0.00% | 62,270 | $382,960 | $344,976 | -$37,984 | -9.92% | |
| Noble Wealth Management Pbc | 0.17% | 72,733 | $378,939 | $402,941 | +$24,002 | +6.33% | |
| Opal Wealth Advisors, Llc | 0.08% | 72,105 | $375,668 | $399,462 | +$23,794 | +6.33% | |
| Osaic Holdings, Inc. | 0.00% | 60,102 | $369,629 | $332,965 | -$36,664 | -9.92% | |
| Savvy Advisors, Inc. | 0.01% | 59,072 | $363,291 | $327,259 | -$36,032 | -9.92% | |
| Cohen & Steers, Inc. | 0.00% | 50,000 | $308,000 | $277,000 | -$31,000 | -10.06% | |
| &Partners | 0.00% | 46,327 | $284,910 | $256,652 | -$28,258 | -9.92% | |
| Evolve Private Wealth, Llc | 0.02% | 43,690 | $268,694 | $242,043 | -$26,651 | -9.92% | |
| Geneos Wealth Management Inc. | 0.01% | 42,860 | $263,589 | $237,444 | -$26,145 | -9.92% | |
| Citadel Advisors Llc | 0.00% | 38,790 | $238,559 | $214,897 | -$23,662 | -9.92% | |
| Melfa Wealth Management, Inc. | 0.13% | 37,728 | $232,028 | $209,013 | -$23,015 | -9.92% | |
| Catalina Capital Group, Llc | 0.13% | 36,500 | $219,365 | $202,210 | -$17,155 | -7.82% | |
| Integrated Wealth Concepts Llc | 0.00% | 33,832 | $208,067 | $187,429 | -$20,638 | -9.92% | |
| Arete Wealth Advisors, Llc | 0.01% | 33,407 | $205,457 | $185,075 | -$20,382 | -9.92% | |
| Fortitude Advisory Group L.L.C. | 0.08% | 38,762 | $201,950 | $214,741 | +$12,791 | +6.33% | |
| Camelot Portfolios, Llc | 0.13% | 30,362 | $186,729 | $168,205 | -$18,524 | -9.92% | |
| Ranch Capital Advisors Inc. | 0.06% | 29,295 | $180,166 | $162,294 | -$17,872 | -9.92% |
Frequently asked questions about DSM
Who are the largest institutional holders of DSM?
The largest institutional holders of DSM reported in the latest SEC Form 13F filings include Saba Capital Management, L.P., Pathstone Holdings, Llc, Bulldog Investors, Llp, Sit Investment Associates Inc, and Rivernorth Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported DSM position.
What is DSM institutional ownership?
This page tracks DSM positions reported by institutional investment managers through SEC Form 13F. BNYM STRAT MUNI BND (DSM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DSM?
InsiderSet currently tracks 84 institutional managers reporting DSM 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 DSM shareholders.
How much DSM stock do institutions own?
Institutional investment managers disclosed approximately $156.35M in DSM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DSM institutional ownership last updated?
The latest DSM 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 DSM 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 DSM position after the reporting date.
Are institutions buying or selling DSM?
Institutional buying and selling can be analyzed by comparing DSM positions across consecutive 13F reporting periods. InsiderSet's DSM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DSM ownership changes.
How has DSM institutional ownership changed over time?
InsiderSet tracks DSM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.