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 $138.23M 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 $31.13M 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 $30.09M, representing an estimated loss of -3.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed DSM value among the investors covered in this analysis. Major shareholders include Saba Capital Management, L.P., Bulldog Investors, Llp, Pathstone Holdings, Llc, 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
83
Total Reported Value
$138.23M
Largest Holder
Saba Capital Management, L.P.
Largest Position
$31.13M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
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. | 1.00% | 5,179,441 | $31,128,440 | $30,092,552 | -$1,035,888 | -3.33% | |
| Bulldog Investors, Llp | 4.56% | 3,373,942 | $20,277,391 | $19,602,603 | -$674,788 | -3.33% | |
| Pathstone Holdings, Llc | 0.08% | 3,198,230 | $19,221,360 | $18,581,716 | -$639,644 | -3.33% | |
| Rivernorth Capital Management, Llc | 0.50% | 1,660,357 | $9,978,745 | $9,646,674 | -$332,071 | -3.33% | |
| Hennion & Walsh Asset Management, Inc. | 0.26% | 1,476,212 | $9,078,704 | $8,576,792 | -$501,912 | -5.53% | |
| Guggenheim Capital Llc | 0.05% | 1,021,511 | $6,139,281 | $5,934,979 | -$204,302 | -3.33% | |
| Karpus Management, Inc. | 0.18% | 940,172 | $5,650,434 | $5,462,399 | -$188,035 | -3.33% | |
| Almitas Capital Llc | 1.26% | 926,301 | $5,567,069 | $5,381,809 | -$185,260 | -3.33% | |
| Lpl Financial Llc | 0.00% | 573,727 | $3,448,098 | $3,333,354 | -$114,744 | -3.33% | |
| Robinson Capital Management, Llc | 1.15% | 425,476 | $2,572,002 | $2,472,016 | -$99,986 | -3.89% | |
| Wells Fargo & Company/Mn | 0.00% | 407,941 | $2,451,725 | $2,370,137 | -$81,588 | -3.33% | |
| Advisors Asset Management, Inc. | 0.03% | 328,325 | $1,973,233 | $1,907,568 | -$65,665 | -3.33% | |
| Morgan Stanley | 0.00% | 281,325 | $1,690,771 | $1,634,498 | -$56,273 | -3.33% | |
| Fiera Capital Corp | 0.01% | 268,640 | $1,614,526 | $1,560,798 | -$53,728 | -3.33% | |
| Capstone Investment Advisors, Llc | 0.01% | 187,555 | $1,127,206 | $1,089,695 | -$37,511 | -3.33% | |
| Envestnet Asset Management Inc | 0.00% | 180,248 | $1,108,523 | $1,047,241 | -$61,282 | -5.53% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.34% | 164,932 | $991,241 | $958,255 | -$32,986 | -3.33% | |
| 1607 Capital Partners, Llc | 0.07% | 159,401 | $958,000 | $926,120 | -$31,880 | -3.33% | |
| Nuveen, Llc | 0.00% | 136,099 | $817,955 | $790,735 | -$27,220 | -3.33% | |
| Summit Trail Advisors, Llc | 0.01% | 116,872 | $702,401 | $679,026 | -$23,375 | -3.33% | |
| Blue Bell Private Wealth Management, Llc | 0.09% | 109,101 | $655,697 | $633,877 | -$21,820 | -3.33% | |
| Invesco Ltd. | 0.00% | 103,843 | $624,096 | $603,328 | -$20,768 | -3.33% | |
| Closed-End Fund Advisors, Inc. | 0.60% | 100,339 | $617,085 | $582,970 | -$34,115 | -5.53% | |
| Pfs Partners, Llc | 0.23% | 93,163 | $572,952 | $541,277 | -$31,675 | -5.53% | |
| Bridgewater Advisors Inc. | 0.03% | 92,770 | $571,463 | $538,994 | -$32,469 | -5.68% | |
| Ackerman Capital Advisors, Llc | 0.11% | 91,598 | $563,328 | $532,184 | -$31,144 | -5.53% | |
| Ubs Group Ag | 0.00% | 92,518 | $556,033 | $537,530 | -$18,503 | -3.33% | |
| Opal Wealth Advisors, Llc | 0.09% | 71,035 | $436,866 | $412,713 | -$24,153 | -5.53% | |
| Palogic Value Management, L.P. | 0.19% | 72,032 | $429,132 | $418,506 | -$10,626 | -2.48% | |
| Bank Of New York Mellon Corp | 0.00% | 70,372 | $422,935 | $408,861 | -$14,074 | -3.33% | |
| Noble Wealth Management Pbc | 0.18% | 65,733 | $404,258 | $381,909 | -$22,349 | -5.53% | |
| Raymond James Financial Inc | 0.00% | 62,438 | $375,251 | $362,765 | -$12,486 | -3.33% | |
| Stifel Financial Corp | 0.00% | 61,463 | $369,393 | $357,100 | -$12,293 | -3.33% | |
| Savvy Advisors, Inc. | 0.01% | 59,072 | $363,291 | $343,208 | -$20,083 | -5.53% | |
| &Partners | 0.00% | 50,745 | $304,976 | $294,828 | -$10,148 | -3.33% | |
| Geneos Wealth Management Inc. | 0.01% | 42,860 | $257,589 | $249,017 | -$8,572 | -3.33% | |
| Fortitude Advisory Group L.L.C. | 0.09% | 38,762 | $238,386 | $225,207 | -$13,179 | -5.53% | |
| Melfa Wealth Management, Inc. | 0.13% | 37,728 | $232,028 | $219,200 | -$12,828 | -5.53% | |
| Catalina Capital Group, Llc | 0.13% | 36,500 | $219,365 | $212,065 | -$7,300 | -3.33% | |
| Integrated Wealth Concepts Llc | 0.00% | 33,804 | $203,162 | $196,401 | -$6,761 | -3.33% | |
| Arete Wealth Advisors, Llc | 0.02% | 34,066 | $202,523 | $197,923 | -$4,600 | -2.27% | |
| Aviance Capital Partners, Llc | 0.02% | 30,983 | $190,544 | $180,011 | -$10,533 | -5.53% | |
| Camelot Portfolios, Llc | 0.13% | 30,362 | $186,729 | $176,403 | -$10,326 | -5.53% | |
| Hightower Advisors, Llc | 0.00% | 30,464 | $183,089 | $176,996 | -$6,093 | -3.33% | |
| Ranch Capital Advisors Inc. | 0.06% | 29,295 | $180,166 | $170,204 | -$9,962 | -5.53% | |
| Petersen Hastings Wealth Advisors Inc. | 0.01% | 28,930 | $177,920 | $168,083 | -$9,837 | -5.53% | |
| Integrated Capital Management, Inc. | 0.12% | 27,796 | $170,948 | $161,495 | -$9,453 | -5.53% | |
| Evolve Private Wealth, Llc | 0.01% | 28,411 | $170,750 | $165,068 | -$5,682 | -3.33% | |
| Ameriprise Financial Inc | 0.00% | 23,291 | $139,976 | $135,321 | -$4,655 | -3.33% | |
| Osaic Holdings, Inc. | 0.00% | 22,564 | $135,614 | $131,097 | -$4,517 | -3.33% |
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.