Skip to main content
Equibles

DSM · Bny Mellon Strategic Municipal Bond Fund, Inc. · Holdings

Track DSM — free

Use DSM with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research DSM.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$5.21 +0.06 (+1.17%) At close · Oct 6
Rebalance outlook locked
Market Cap
$260.49M
Shares
49.43M
Volume · Oct 6 290.92K Avg daily vol (3M) 155.66K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 86
Total Value: $158,961,716
Total Shares: 25,859,082

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 86 13F filers
Top Holder
20.0%
Sep 2023 → Jun 2026 · range 11.0% – 22.5%
of institutional value
Top 5
59.6%
Sep 2023 → Jun 2026 · range 42.8% – 60.7%
of institutional value
Top 10
78.2%
Sep 2023 → Jun 2026 · range 65.3% – 78.2%
of institutional value
HHI
902
Sep 2023 → Jun 2026 · range 533 – 969
Broadly held
Showing 86 of 86
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Saba Capital Management, L.P. $31,853,562 20.04% 5,179,441
Bulldog Investors, LLP $18,852,671 11.86% 3,065,475
Pathstone Holdings, LLC $18,521,173 11.65% 3,011,573
SIT INVESTMENT ASSOCIATES INC $13,787,851 8.67% 2,241,927
RIVERNORTH CAPITAL MANAGEMENT, LLC $11,811,610 7.43% 1,920,587
Hennion & Walsh Asset Management, Inc. $9,078,703 5.71% 1,476,212
GUGGENHEIM CAPITAL LLC $6,701,181 4.22% 1,089,623
Karpus Management, Inc. $5,759,917 3.62% 936,572
Almitas Capital LLC $4,661,693 2.93% 757,999
LPL Financial LLC $3,348,453 2.11% 544,464
ROBINSON CAPITAL MANAGEMENT, LLC $2,873,236 1.81% 467,193
WELLS FARGO & COMPANY/MN $2,754,904 1.73% 447,952
VAN ECK ASSOCIATES CORP $2,605,459 1.64% 423,652
MORGAN STANLEY $1,648,611 1.04% 268,067
Fiera Capital Corp $1,588,981 1.00% 258,371
Capital Investment Advisors, LLC $1,539,609 0.97% 250,343
LORD, ABBETT & CO. LLC $1,383,491 0.87% 224,958
Thomas J. Herzfeld Advisors, Inc. $1,204,797 0.76% 195,902
CAPSTONE INVESTMENT ADVISORS, LLC $1,153,463 0.73% 187,555
ENVESTNET ASSET MANAGEMENT INC $1,108,525 0.70% 180,248
1607 Capital Partners, LLC $980,316 0.62% 159,401
PARK AVENUE SECURITIES LLC $978,323 0.62% 159,077
Bank of New York Mellon Corp $897,278 0.56% 145,899
Nuveen, LLC $837,008 0.53% 136,099
Summit Trail Advisors, LLC $688,935 0.43% 112,022
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $661,641 0.42% 107,584
Closed-End Fund Advisors, Inc. $617,084 0.39% 100,339
Invesco Ltd. $603,733 0.38% 98,168
PFS Partners, LLC $572,952 0.36% 93,163
Bridgewater Advisors Inc. $570,535 0.36% 92,770
Ackerman Capital Advisors, LLC $563,327 0.35% 91,598
UBS Group AG $541,821 0.34% 88,101
Palogic Value Management, L.P. $442,996 0.28% 72,032
Opal Wealth Advisors, LLC $436,865 0.27% 71,035
RAYMOND JAMES FINANCIAL INC $388,556 0.24% 63,180
STIFEL FINANCIAL CORP $382,960 0.24% 62,270
Noble Wealth Management PBC $378,938 0.24% 72,733
OSAIC HOLDINGS, INC. $369,627 0.23% 60,102
Savvy Advisors, Inc. $363,292 0.23% 59,072
COHEN & STEERS, INC. $307,500 0.19% 50,000
&PARTNERS $284,911 0.18% 46,327
EVOLVE PRIVATE WEALTH, LLC $268,693 0.17% 43,690
Geneos Wealth Management Inc. $263,589 0.17% 42,860
CITADEL ADVISORS LLC $238,558 0.15% 38,790
Fortitude Advisory Group L.L.C. $238,386 0.15% 38,762
MELFA WEALTH MANAGEMENT, INC. $232,027 0.15% 37,728
Integrated Wealth Concepts LLC $208,066 0.13% 33,832
Arete Wealth Advisors, LLC $205,453 0.13% 33,407
Aviance Capital Partners, LLC $190,545 0.12% 30,983
Camelot Portfolios, LLC $186,726 0.12% 30,362
Ranch Capital Advisors Inc. $180,164 0.11% 29,295
Petersen Hastings Wealth Advisors Inc. $177,919 0.11% 28,930
INTEGRATED CAPITAL MANAGEMENT, INC. $170,945 0.11% 27,796
ROTHSCHILD INVESTMENT LLC $153,750 0.10% 25,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP $132,507 0.08% 21,546
AMERIPRISE FINANCIAL INC $131,825 0.08% 21,435
Advisor OS, LLC $122,963 0.08% 19,994
Cetera Investment Advisers $115,718 0.07% 18,816
Novak & Powell Financial Services, Inc. $113,787 0.07% 18,502
HighTower Advisors, LLC $107,575 0.07% 17,492
LexAurum Advisors, LLC $105,989 0.07% 17,234
CJM Wealth Advisers, Ltd. $97,459 0.06% 15,847
Realta Investment Advisors $93,769 0.06% 15,247
MML INVESTORS SERVICES, LLC $93,270 0.06% 15,166
READYSTATE ASSET MANAGEMENT LP $88,000 0.06% 14,309
BOKF, NA $78,910 0.05% 12,831
BANK OF MONTREAL /CAN/ $78,474 0.05% 12,760
Janney Montgomery Scott LLC $77,330 0.05% 12,574
Everstar Asset Management, LLC $74,415 0.05% 12,100
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $74,150 0.05% 12,057
Mariner, LLC $71,807 0.05% 11,676
Shulman DeMeo Asset Management LLC $63,449 0.04% 10,317
Clear Street Group Inc. $61,506 0.04% 10,001
Cerity Partners LLC $61,500 0.04% 10,000
SMITH, MOORE & CO. $61,500 0.04% 10,000
Global Retirement Partners, LLC $43,050 0.03% 7,000
HOLLENCREST CAPITAL MANAGEMENT $42,865 0.03% 6,970
Smallwood Wealth Investment Management, LLC $39,729 0.02% 6,460
TORONTO DOMINION BANK $30,368 0.02% 4,938
EASTERN BANK $17,927 0.01% 3,441
CoreCap Advisors, LLC $16,605 0.01% 2,700
HARBOUR INVESTMENTS, INC. $16,605 0.01% 2,700
Quent Capital, LLC $12,300 0.01% 2,000
Prestige Wealth Management Group LLC $8,899 0.01% 1,447
Darwin Wealth Management, LLC $6,150 0.00% 1,000
CITIGROUP INC $6 0.00% 1
Key facts CIK 855887 CUSIP 09662E109 13F (30d) 5 filings 5 filers Visit website Investor relations