BNY MELLON STRATEGIC MUNI (LEO) Institutional Shareholders
BNY MELLON STRATEGIC MUNI (LEO) 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 $185.35M in LEO holdings during the latest filing period.
Saba Capital Management, L.P. is currently the largest disclosed institutional shareholder of LEO tracked by InsiderSet, reporting ownership valued at approximately $39.26M 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 $35.61M, representing an estimated loss of -9.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed LEO value among the investors covered in this analysis. Major shareholders include Saba Capital Management, L.P., Pathstone Holdings, Llc, Sit Investment Associates Inc, and several other long-term asset managers with concentrated positions in BNY MELLON STRATEGIC MUNI (LEO).
This page ranks the largest institutional LEO 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
99
Total Reported Value
$185.35M
Largest Holder
Saba Capital Management, L.P.
Largest Position
$39.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
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. | 1.20% | 6,076,820 | $39,256,257 | $35,610,165 | -$3,646,092 | -9.29% | |
| Pathstone Holdings, Llc | 0.09% | 3,743,950 | $23,549,447 | $21,939,547 | -$1,609,900 | -6.84% | |
| Sit Investment Associates Inc | 0.28% | 2,295,354 | $14,828,000 | $13,450,774 | -$1,377,226 | -9.29% | |
| Rivernorth Capital Management, Llc | 0.62% | 2,006,388 | $12,961,264 | $11,757,434 | -$1,203,830 | -9.29% | |
| Hennion & Walsh Asset Management, Inc. | 0.31% | 1,683,135 | $10,873,052 | $9,863,171 | -$1,009,881 | -9.29% | |
| Bulldog Investors, Llp | 2.15% | 1,510,131 | $9,755,446 | $8,849,368 | -$906,078 | -9.29% | |
| Guggenheim Capital Llc | 0.06% | 1,351,087 | $8,728,022 | $7,917,370 | -$810,652 | -9.29% | |
| Wells Fargo & Company/Mn | 0.00% | 1,132,581 | $7,316,472 | $6,636,925 | -$679,547 | -9.29% | |
| Robinson Capital Management, Llc | 2.50% | 877,072 | $5,665,885 | $5,139,642 | -$526,243 | -9.29% | |
| Van Eck Associates Corp | 0.00% | 537,717 | $3,473,652 | $3,151,022 | -$322,630 | -9.29% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 527,746 | $3,409,239 | $3,092,592 | -$316,647 | -9.29% | |
| Altium Capital Management Llc | 5.97% | 438,676 | $2,833,847 | $2,570,641 | -$263,206 | -9.29% | |
| Gridiron Partners, Llc | 1.37% | 404,971 | $2,616,113 | $2,373,130 | -$242,983 | -9.29% | |
| Capstone Investment Advisors, Llc | 0.02% | 379,865 | $2,453,928 | $2,226,009 | -$227,919 | -9.29% | |
| Capital Investment Advisors, Llc | 0.03% | 370,005 | $2,390,233 | $2,168,229 | -$222,004 | -9.29% | |
| Invesco Ltd. | 0.00% | 317,342 | $2,050,029 | $1,859,624 | -$190,405 | -9.29% | |
| City Of London Investment Management Co Ltd | 0.11% | 270,829 | $1,749,555 | $1,587,058 | -$162,497 | -9.29% | |
| Morgan Stanley | 0.00% | 252,346 | $1,630,158 | $1,478,748 | -$151,410 | -9.29% | |
| Cohen & Steers, Inc. | 0.00% | 248,400 | $1,605,000 | $1,455,624 | -$149,376 | -9.31% | |
| Fiera Capital Corp | 0.01% | 246,842 | $1,594,599 | $1,446,494 | -$148,105 | -9.29% | |
| Envestnet Asset Management Inc | 0.00% | 220,675 | $1,425,560 | $1,293,156 | -$132,405 | -9.29% | |
| Professional Financial Management, Inc. | 1.36% | 207,157 | $1,338,234 | $1,213,940 | -$124,294 | -9.29% | |
| 1607 Capital Partners, Llc | 0.12% | 206,145 | $1,331,697 | $1,208,010 | -$123,687 | -9.29% | |
| Park Avenue Securities Llc | 0.01% | 188,636 | $1,219,000 | $1,105,407 | -$113,593 | -9.32% | |
| Lord, Abbett & Co. Llc | 0.00% | 183,547 | $1,186,000 | $1,075,585 | -$110,415 | -9.31% | |
| &Partners | 0.00% | 180,730 | $1,167,516 | $1,059,078 | -$108,438 | -9.29% | |
| Raymond James Financial Inc | 0.00% | 169,085 | $1,092,288 | $990,838 | -$101,450 | -9.29% | |
| Lpl Financial Llc | 0.00% | 162,811 | $1,051,758 | $954,072 | -$97,686 | -9.29% | |
| Riverbridge Partners Llc | 0.02% | 138,053 | $891,819 | $808,991 | -$82,828 | -9.29% | |
| Toronto Dominion Bank | 0.00% | 134,630 | $869,710 | $788,932 | -$80,778 | -9.29% | |
| Blue Bell Private Wealth Management, Llc | 0.10% | 120,229 | $776,679 | $704,542 | -$72,137 | -9.29% | |
| Traub Capital Management Llc | 0.67% | 116,438 | $752,189 | $682,327 | -$69,862 | -9.29% | |
| Summit Trail Advisors, Llc | 0.01% | 114,659 | $740,700 | $671,902 | -$68,798 | -9.29% | |
| Bank Of New York Mellon Corp | 0.00% | 106,646 | $688,933 | $624,946 | -$63,987 | -9.29% | |
| Closed-End Fund Advisors, Inc. | 0.66% | 104,718 | $676,478 | $613,647 | -$62,831 | -9.29% | |
| Bank Of America Corp | 0.00% | 100,716 | $650,625 | $590,196 | -$60,429 | -9.29% | |
| Centaurus Financial, Inc. | 0.02% | 91,480 | $591,000 | $536,073 | -$54,927 | -9.29% | |
| Clear Point Advisors Inc. | 0.44% | 4,571 | $570,549 | $26,786 | -$543,763 | -95.31% | |
| Ackerman Capital Advisors, Llc | 0.11% | 82,963 | $535,941 | $486,163 | -$49,778 | -9.29% | |
| Almitas Capital Llc | 0.13% | 82,066 | $530,146 | $480,907 | -$49,239 | -9.29% | |
| Petersen Hastings Wealth Advisors Inc. | 0.04% | 80,605 | $520,708 | $472,345 | -$48,363 | -9.29% | |
| Readystate Asset Management Lp | 0.02% | 71,181 | $459,829 | $417,121 | -$42,708 | -9.29% | |
| Ameriprise Financial Inc | 0.00% | 62,495 | $403,715 | $366,221 | -$37,494 | -9.29% | |
| Melfa Wealth Management, Inc. | 0.21% | 60,335 | $389,765 | $353,563 | -$36,202 | -9.29% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.12% | 58,283 | $376,508 | $341,538 | -$34,970 | -9.29% | |
| 180 Wealth Advisors, Llc | 0.04% | 57,188 | $369,432 | $335,122 | -$34,310 | -9.29% | |
| Evolve Private Wealth, Llc | 0.02% | 52,837 | $341,327 | $309,625 | -$31,702 | -9.29% | |
| Nuveen, Llc | 0.00% | 51,503 | $332,709 | $301,808 | -$30,901 | -9.29% | |
| Daner Wealth Management, Llc | 0.18% | 51,900 | $323,856 | $304,134 | -$19,722 | -6.09% | |
| Jane Street Group, Llc | 0.00% | 43,403 | $280,384 | $254,342 | -$26,042 | -9.29% |
Frequently asked questions about LEO
Who owns the most LEO stock?
The largest holders of LEO 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 BNY MELLON STRATEGIC MUNI (LEO).
Is LEO widely held by superinvestors?
Many widely followed stocks like LEO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LEO 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.