DSM · Bny Mellon Strategic Municipal Bond Fund, Inc.

$5.81 +0.00 (+0.00%) At close · Aug 21

Market Cap

$287.18M

49.43M

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.

Quarter:

Holders: 86

Total Value: $158,990,270

Total Shares: 25,852,082

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 86 13F filers · Δ vs Mar 31, 2026

Top Holder

20.0%

−0.2 pts

Top 5

59.6%

−1.0 pts

Top 10

78.2%

+1.0 pts

HHI

902

Broadly held−23

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -2

Institutional value: +3.4%

Shares held: +1.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Hennion & Walsh Asset Management, Inc.	+689,844	1,476,212
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC	+260,230	1,920,587
Mid SIT INVESTMENT ASSOCIATES INC	+132,127	2,241,927
Mega Bank of New York Mellon Corp	+75,527	145,899
Large GUGGENHEIM CAPITAL LLC	+68,112	1,089,623

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small Bulldog Investors, LLP	−308,467	3,065,475
Large Pathstone Holdings, LLC	−186,657	3,011,573
Small Almitas Capital LLC	−168,302	757,999
Mega LPL Financial LLC	−29,263	544,464
Micro Ackerman Capital Advisors, LLC	−27,399	91,598

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega CITADEL ADVISORS LLC	38,790	$238,558
Mid ROTHSCHILD INVESTMENT LLC	25,000	$153,750
Large READYSTATE ASSET MANAGEMENT LP	14,309	$88,000
Mega BANK OF MONTREAL /CAN/	12,760	$78,474
Large Clear Street Group Inc.	10,001	$61,506

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Advisors Asset Management, Inc.	328,325	$1,973,233
Micro Catalina Capital Group, LLC	36,500	$219,365
Micro Traub Capital Management LLC	24,031	$144,426
Mega JANE STREET GROUP, LLC	12,552	$75,437
Large Cambridge Investment Research Advisors, Inc.	10,487	$63,026

Filter: New 9 Increased 25 Reduced 27 Sold out 11 Unchanged 25

Showing 86 of 86

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Saba Capital Management, L.P.

$31,853,562

20.03%

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	2,989,476	$18,385,277	99.3%	Defined
Held directly	22,097	$135,896	0.7%	Sole

SIT INVESTMENT ASSOCIATES INC

$13,787,851

8.67%

2,241,927

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	2,241,927	$13,787,851	100.0%	Sole

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

4.21%

1,089,623

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	1,088,522	$6,694,410	99.9%	Defined
SECURITY INVESTORS LLC	1,101	$6,771	0.1%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	139,577	$858,398	31.2%	Defined
WELLS FARGO CLEARING SERVICES, LLC	308,375	$1,896,506	68.8%	Defined

VAN ECK ASSOCIATES CORP

$2,605,459

1.64%

423,652

MORGAN STANLEY

$1,648,611

1.04%

268,067

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	268,042	$1,648,458	100.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	25	$153	0.0%	Defined

Fiera Capital Corp

$1,588,981

1.00%

258,371

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	258,371	$1,588,981	100.0%	Other

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Capstone Investment Advisors (UK), LLP	187,555	$1,153,463	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon, NA	145,897	$897,266	100.0%	Defined
Held directly	2	$12	0.0%	Defined

Nuveen, LLC

$837,008

0.53%

136,099

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	136,099	$837,008	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	98,168	$603,733	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	88,101	$541,821	100.0%	Defined

Palogic Value Management, L.P.

$442,996

0.28%

72,032

Opal Wealth Advisors, LLC

$436,865

0.27%

71,035

Noble Wealth Management PBC

$404,257

0.25%

65,733

RAYMOND JAMES FINANCIAL INC

$388,556

0.24%

63,180

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	22,942	$141,093	36.3%	Defined
Raymond James Financial Services Advisors, Inc.	22,236	$136,751	35.2%	Defined
RAYMOND JAMES TRUST N.A.	18,002	$110,712	28.5%	Defined

STIFEL FINANCIAL CORP

$382,960

0.24%

62,270

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	62,270	$382,960	100.0%	Defined

OSAIC HOLDINGS, INC.

$369,627

0.23%

60,102

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	23,602	$145,152	39.3%	Defined
CW Advisors, LLC	36,500	$224,475	60.7%	Sole

Savvy Advisors, Inc.

$363,292

0.23%

59,072

COHEN & STEERS, INC.

$307,500

0.19%

50,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	50,000	$307,500	100.0%	Sole

&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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	38,790	$238,558	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	21,546	$132,507	100.0%	Other

AMERIPRISE FINANCIAL INC

$131,825

0.08%

21,435

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	21,435	$131,825	100.0%	Defined

Advisor OS, LLC

$122,963

0.08%

19,994

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
INVESTMENT PLANNERS, INC.	14,874	$91,475	74.4%	Sole
Taiko Private Wealth, LLC	5,120	$31,488	25.6%	Sole

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Family Office, LLC	12,760	$78,474	100.0%	Defined

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

$21,162

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

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1	$6	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	12,548	$75,413	100.0%	Defined
Jane Street Global Trading, LLC	4	$24	0.0%	Defined

Key facts CIK 855887 CUSIP 09662E109 13F (30d) 71 filings 70 filers Visit website Investor relations