BNYM STRAT MUNI BND (DSM) Institutional Shareholders

BNYM STRAT MUNI BND (DSM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $159.73M in DSM holdings during the latest filing period.

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 $28.28M, representing an estimated loss of -11.22% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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

85

Total Reported Value

$159.73M

Largest Holder

Saba Capital Management, L.P.

Largest Position

$31.85M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

106

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Saba Capital Management, L.P.0.97%5,179,441$31,853,562$28,279,748-$3,573,814-11.22%
Pathstone Holdings, Llc0.08%3,198,230$19,221,360$17,462,336-$1,759,024-9.15%
Bulldog Investors, Llp4.15%3,065,475$18,852,671$16,737,494-$2,115,178-11.22%
Sit Investment Associates Inc0.26%2,241,927$13,788,000$12,240,921-$1,547,079-11.22%
Rivernorth Capital Management, Llc0.56%1,920,587$11,811,608$10,486,405-$1,325,203-11.22%
Hennion & Walsh Asset Management, Inc.0.26%1,476,212$9,078,704$8,060,118-$1,018,586-11.22%
Guggenheim Capital Llc0.04%1,089,623$6,701,181$5,949,342-$751,839-11.22%
Karpus Management, Inc.0.17%936,572$5,759,918$5,113,683-$646,235-11.22%
Almitas Capital Llc1.12%757,999$4,661,694$4,138,675-$523,019-11.22%
Lpl Financial Llc0.00%544,464$3,348,452$2,972,773-$375,679-11.22%
Robinson Capital Management, Llc1.27%467,193$2,877,909$2,550,874-$327,035-11.36%
Wells Fargo & Company/Mn0.00%447,952$2,754,906$2,445,818-$309,088-11.22%
Van Eck Associates Corp0.00%423,652$2,605,460$2,313,140-$292,320-11.22%
Morgan Stanley0.00%268,067$1,648,619$1,463,646-$184,973-11.22%
Fiera Capital Corp0.01%258,371$1,588,982$1,410,706-$178,276-11.22%
Capital Investment Advisors, Llc0.02%250,343$1,539,609$1,366,873-$172,736-11.22%
Lord, Abbett & Co. Llc0.00%224,958$1,383,000$1,228,271-$154,729-11.19%
Thomas J. Herzfeld Advisors, Inc.0.37%195,902$1,204,797$1,069,625-$135,172-11.22%
Capstone Investment Advisors, Llc0.01%187,555$1,153,463$1,024,050-$129,413-11.22%
Envestnet Asset Management Inc0.00%180,248$1,108,523$984,154-$124,369-11.22%
1607 Capital Partners, Llc0.09%159,401$980,316$870,329-$109,987-11.22%
Park Avenue Securities Llc0.01%159,077$978,000$868,560-$109,440-11.19%
Bank Of New York Mellon Corp0.00%145,899$897,279$796,609-$100,670-11.22%
Nuveen, Llc0.00%136,099$837,009$743,101-$93,908-11.22%
Summit Trail Advisors, Llc0.01%112,022$688,937$611,640-$77,297-11.22%
Blue Bell Private Wealth Management, Llc0.08%107,584$661,642$587,409-$74,233-11.22%
Closed-End Fund Advisors, Inc.0.60%100,339$617,085$547,851-$69,234-11.22%
Invesco Ltd.0.00%98,168$603,733$535,997-$67,736-11.22%
Pfs Partners, Llc0.23%93,163$572,952$508,670-$64,282-11.22%
Ackerman Capital Advisors, Llc0.11%91,598$563,328$500,125-$63,203-11.22%
Ubs Group Ag0.00%88,101$541,821$481,031-$60,790-11.22%
Bridgewater Advisors Inc.0.03%92,770$538,066$506,524-$31,542-5.86%
Palogic Value Management, L.P.0.16%72,032$443,537$393,295-$50,242-11.33%
Opal Wealth Advisors, Llc0.09%71,035$436,866$387,851-$49,015-11.22%
Noble Wealth Management Pbc0.18%65,733$404,258$358,902-$45,356-11.22%
Raymond James Financial Inc0.00%63,180$388,557$344,963-$43,594-11.22%
Stifel Financial Corp0.00%62,270$382,960$339,994-$42,966-11.22%
Osaic Holdings, Inc.0.00%60,102$369,629$328,157-$41,472-11.22%
Savvy Advisors, Inc.0.01%59,072$363,291$322,533-$40,758-11.22%
Cohen & Steers, Inc.0.00%50,000$308,000$273,000-$35,000-11.36%
&Partners0.00%46,327$284,910$252,945-$31,965-11.22%
Evolve Private Wealth, Llc0.02%43,690$268,694$238,547-$30,147-11.22%
Geneos Wealth Management Inc.0.01%42,860$263,589$234,016-$29,573-11.22%
Citadel Advisors Llc0.00%38,790$238,559$211,793-$26,766-11.22%
Fortitude Advisory Group L.L.C.0.09%38,762$238,386$211,641-$26,745-11.22%
Melfa Wealth Management, Inc.0.13%37,728$232,028$205,995-$26,033-11.22%
Catalina Capital Group, Llc0.13%36,500$219,365$199,290-$20,075-9.15%
Integrated Wealth Concepts Llc0.00%33,832$208,067$184,723-$23,344-11.22%
Arete Wealth Advisors, Llc0.01%33,407$205,457$182,402-$23,055-11.22%
Aviance Capital Partners, Llc0.02%30,983$190,544$169,167-$21,377-11.22%
Showing 50 of 85

Frequently asked questions about DSM

  • Who owns the most DSM stock?

    The largest holders of DSM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BNYM STRAT MUNI BND (DSM).

  • Is DSM widely held by superinvestors?

    Many widely followed stocks like DSM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DSM is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.