LEO Institutional Ownership & Shareholders
BNY MELLON STRATEGIC MUNI (LEO) is currently held by 97 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $179.07M 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 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 $36.16M, representing an estimated loss of -7.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
97
Total Reported Value
$179.07M
Largest Holder
Saba Capital Management, L.P.
Largest Position
$39.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
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 | $36,157,079 | -$3,099,178 | -7.89% | |
| Pathstone Holdings, Llc | 0.09% | 3,743,950 | $23,549,447 | $22,276,503 | -$1,272,945 | -5.41% | |
| Sit Investment Associates Inc | 0.28% | 2,295,354 | $14,828,000 | $13,657,356 | -$1,170,644 | -7.89% | |
| Rivernorth Capital Management, Llc | 0.62% | 2,006,388 | $12,961,264 | $11,938,009 | -$1,023,255 | -7.89% | |
| Bulldog Investors, Llp | 2.15% | 1,510,131 | $9,755,446 | $8,985,279 | -$770,167 | -7.89% | |
| Hennion & Walsh Asset Management, Inc. | 0.27% | 1,655,797 | $9,206,231 | $9,851,992 | +$645,761 | +7.01% | |
| Guggenheim Capital Llc | 0.06% | 1,351,087 | $8,728,022 | $8,038,968 | -$689,054 | -7.89% | |
| Wells Fargo & Company/Mn | 0.00% | 1,132,581 | $7,316,472 | $6,738,857 | -$577,615 | -7.89% | |
| Robinson Capital Management, Llc | 2.50% | 877,072 | $5,665,885 | $5,218,578 | -$447,307 | -7.89% | |
| Van Eck Associates Corp | 0.00% | 537,717 | $3,473,652 | $3,199,416 | -$274,236 | -7.89% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 527,746 | $3,409,239 | $3,140,089 | -$269,150 | -7.89% | |
| Altium Capital Management Llc | 5.97% | 438,676 | $2,833,847 | $2,610,122 | -$223,725 | -7.89% | |
| Capstone Investment Advisors, Llc | 0.02% | 379,865 | $2,453,928 | $2,260,197 | -$193,731 | -7.89% | |
| Gridiron Partners, Llc | 1.13% | 404,971 | $2,251,639 | $2,409,577 | +$157,938 | +7.01% | |
| Invesco Ltd. | 0.00% | 317,342 | $2,050,029 | $1,888,185 | -$161,844 | -7.89% | |
| Capital Investment Advisors, Llc | 0.03% | 352,362 | $1,959,135 | $2,096,554 | +$137,419 | +7.01% | |
| Morgan Stanley | 0.00% | 252,346 | $1,630,158 | $1,501,459 | -$128,699 | -7.89% | |
| Cohen & Steers, Inc. | 0.00% | 248,400 | $1,605,000 | $1,477,980 | -$127,020 | -7.91% | |
| Fiera Capital Corp | 0.01% | 246,842 | $1,594,599 | $1,468,710 | -$125,889 | -7.89% | |
| City Of London Investment Management Co Ltd | 0.10% | 270,829 | $1,505,809 | $1,611,433 | +$105,624 | +7.01% | |
| Envestnet Asset Management Inc | 0.00% | 220,675 | $1,425,560 | $1,313,016 | -$112,544 | -7.89% | |
| 1607 Capital Partners, Llc | 0.12% | 206,145 | $1,331,697 | $1,226,563 | -$105,134 | -7.89% | |
| Lord, Abbett & Co. Llc | 0.00% | 183,547 | $1,186,000 | $1,092,105 | -$93,895 | -7.92% | |
| &Partners | 0.00% | 180,730 | $1,167,516 | $1,075,344 | -$92,173 | -7.89% | |
| Raymond James Financial Inc | 0.00% | 169,085 | $1,092,288 | $1,006,056 | -$86,232 | -7.89% | |
| Lpl Financial Llc | 0.00% | 162,811 | $1,051,758 | $968,725 | -$83,033 | -7.89% | |
| Riverbridge Partners Llc | 0.02% | 138,053 | $891,819 | $821,415 | -$70,404 | -7.89% | |
| Toronto Dominion Bank | 0.00% | 134,630 | $869,710 | $801,049 | -$68,662 | -7.89% | |
| Traub Capital Management Llc | 0.67% | 116,438 | $752,189 | $692,806 | -$59,383 | -7.89% | |
| Summit Trail Advisors, Llc | 0.01% | 114,659 | $740,700 | $682,221 | -$58,479 | -7.90% | |
| Bank Of New York Mellon Corp | 0.00% | 106,646 | $688,933 | $634,544 | -$54,389 | -7.89% | |
| Closed-End Fund Advisors, Inc. | 0.66% | 104,718 | $676,478 | $623,072 | -$53,406 | -7.89% | |
| Blue Bell Private Wealth Management, Llc | 0.08% | 120,229 | $668,473 | $715,363 | +$46,890 | +7.01% | |
| Bank Of America Corp | 0.00% | 100,716 | $650,625 | $599,260 | -$51,365 | -7.89% | |
| Centaurus Financial, Inc. | 0.02% | 91,480 | $591,000 | $544,306 | -$46,694 | -7.90% | |
| Almitas Capital Llc | 0.13% | 82,066 | $530,146 | $488,293 | -$41,853 | -7.89% | |
| Readystate Asset Management Lp | 0.02% | 71,181 | $459,829 | $423,527 | -$36,302 | -7.89% | |
| Petersen Hastings Wealth Advisors Inc. | 0.04% | 80,605 | $448,164 | $479,600 | +$31,436 | +7.01% | |
| Ackerman Capital Advisors, Llc | 0.09% | 79,345 | $441,158 | $472,103 | +$30,945 | +7.01% | |
| Ameriprise Financial Inc | 0.00% | 62,495 | $403,715 | $371,845 | -$31,870 | -7.89% | |
| Melfa Wealth Management, Inc. | 0.21% | 60,335 | $389,765 | $358,993 | -$30,772 | -7.89% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.12% | 58,283 | $376,508 | $346,784 | -$29,724 | -7.89% | |
| 180 Wealth Advisors, Llc | 0.04% | 57,188 | $369,432 | $340,269 | -$29,163 | -7.89% | |
| Evolve Private Wealth, Llc | 0.02% | 52,837 | $341,327 | $314,380 | -$26,947 | -7.89% | |
| Nuveen, Llc | 0.00% | 51,503 | $332,709 | $306,443 | -$26,266 | -7.89% | |
| Daner Wealth Management, Llc | 0.18% | 51,900 | $323,856 | $308,805 | -$15,051 | -4.65% | |
| Jane Street Group, Llc | 0.00% | 43,403 | $280,384 | $258,248 | -$22,136 | -7.89% | |
| Commonwealth Equity Services, Llc | 0.00% | 36,047 | $232,860 | $214,480 | -$18,380 | -7.89% | |
| Integrated Capital Management, Inc. | 0.16% | 39,810 | $221,343 | $236,870 | +$15,527 | +7.01% | |
| Osaic Holdings, Inc. | 0.00% | 32,690 | $211,180 | $194,506 | -$16,675 | -7.90% |
Frequently asked questions about LEO
Who are the largest institutional holders of LEO?
The largest institutional holders of LEO reported in the latest SEC Form 13F filings include Saba Capital Management, L.P., Pathstone Holdings, Llc, Sit Investment Associates Inc, Rivernorth Capital Management, Llc, and Bulldog Investors, Llp. InsiderSet ranks institutional holders by their latest reported LEO position.
What is LEO institutional ownership?
This page tracks LEO positions reported by institutional investment managers through SEC Form 13F. BNY MELLON STRATEGIC MUNI (LEO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LEO?
InsiderSet currently tracks 97 institutional managers reporting LEO 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 LEO shareholders.
How much LEO stock do institutions own?
Institutional investment managers disclosed approximately $179.07M in LEO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LEO institutional ownership last updated?
The latest LEO 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 LEO 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 LEO position after the reporting date.
Are institutions buying or selling LEO?
Institutional buying and selling can be analyzed by comparing LEO positions across consecutive 13F reporting periods. InsiderSet's LEO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LEO ownership changes.
How has LEO institutional ownership changed over time?
InsiderSet tracks LEO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.