LEO · Bny Mellon Strategic Municipals, Inc.

$6.19 +0.02 (+0.24%)

Market Cap

$385.27M

62.29M

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: 101

Total Value: $191,809,469

Total Shares: 29,691,876

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 101 13F filers · Δ vs Mar 31, 2026

Top Holder

20.5%

−0.5 pts

Top 5

52.4%

−0.4 pts

Top 10

72.7%

+2.3 pts

HHI

803

Broadly held−14

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +5

Institutional value: +5.1%

Shares held: +2.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Hennion & Walsh Asset Management, Inc.	+884,861	1,683,135
Mid SIT INVESTMENT ASSOCIATES INC	+376,472	2,295,354
Mega WELLS FARGO & COMPANY/MN	+129,938	1,132,581
Large Fiera Capital Corp	+76,621	246,842
Mega Invesco Ltd.	+68,781	317,342

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large Pathstone Holdings, LLC	−256,659	3,487,291
Mid RIVERBRIDGE PARTNERS LLC	−220,260	138,053
Small Almitas Capital LLC	−115,030	82,066
Mega Bank of New York Mellon Corp	−89,606	106,646
Small Bulldog Investors, LLP	−66,240	1,510,131

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large READYSTATE ASSET MANAGEMENT LP	71,181	$459,829
Small Thomas J. Herzfeld Advisors, Inc.	58,283	$376,508
Mega JANE STREET GROUP, LLC	43,403	$280,382
Small StoneX Group Inc.	21,642	$139,807
Mid Virtu Financial LLC	20,196	$130,466

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid WHITEBOX ADVISORS LLC	305,421	$1,921,098
Mid Independent Advisor Alliance	20,674	$130,039
Large NOMURA HOLDINGS INC	20,000	$125,800
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	17,788	$111,886
Mid WOLVERINE ASSET MANAGEMENT LLC	10,931	$68,755

Filter: New 15 Increased 25 Reduced 24 Sold out 10 Unchanged 37

Showing 100 of 101

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Saba Capital Management, L.P.

$39,256,257

20.47%

6,076,820

Pathstone Holdings, LLC

$22,527,899

11.74%

3,487,291

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	3,463,725	$22,375,663	99.3%	Defined
Held directly	23,566	$152,236	0.7%	Sole

SIT INVESTMENT ASSOCIATES INC

$14,827,986

7.73%

2,295,354

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	2,295,354	$14,827,986	100.0%	Sole

RIVERNORTH CAPITAL MANAGEMENT, LLC

$12,961,266

6.76%

2,006,388

Hennion & Walsh Asset Management, Inc.

$10,873,052

5.67%

1,683,135

Bulldog Investors, LLP

$9,755,446

5.09%

1,510,131

GUGGENHEIM CAPITAL LLC

$8,728,021

4.55%

1,351,087

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	1,350,034	$8,721,219	99.9%	Defined
SECURITY INVESTORS LLC	1,053	$6,802	0.1%	Defined

Advisors Asset Management, Inc.

$7,466,597

3.89%

1,155,820

WELLS FARGO & COMPANY/MN

$7,316,473

3.81%

1,132,581

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	311,120	$2,009,835	27.5%	Defined
WELLS FARGO CLEARING SERVICES, LLC	821,461	$5,306,638	72.5%	Defined

ROBINSON CAPITAL MANAGEMENT, LLC

$5,665,885

2.95%

877,072

VAN ECK ASSOCIATES CORP

$3,473,651

1.81%

537,717

Allspring Global Investments Holdings, LLC

$3,409,239

1.78%

527,746

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

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	527,746	$3,409,239	100.0%	Defined

Altium Capital Management LLC

$2,833,846

1.48%

438,676

Gridiron Partners, LLC

$2,616,112

1.36%

404,971

CAPSTONE INVESTMENT ADVISORS, LLC

$2,453,927

1.28%

379,865

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	379,865	$2,453,927	100.0%	Defined

Capital Investment Advisors, LLC

$2,390,232

1.25%

370,005

Invesco Ltd.

$2,050,029

1.07%

317,342

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	317,342	$2,050,029	100.0%	Defined

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

$1,749,555

0.91%

270,829

MORGAN STANLEY

$1,630,154

0.85%

252,346

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	252,346	$1,630,154	100.0%	Defined

COHEN & STEERS, INC.

$1,604,664

0.84%

248,400

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	248,400	$1,604,664	100.0%	Sole

Fiera Capital Corp

$1,594,599

0.83%

246,842

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

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	246,842	$1,594,599	100.0%	Other

ENVESTNET ASSET MANAGEMENT INC

$1,425,560

0.74%

220,675

Professional Financial Management, Inc.

$1,338,234

0.70%

207,157

1607 Capital Partners, LLC

$1,331,696

0.69%

206,145

PARK AVENUE SECURITIES LLC

$1,218,588

0.64%

188,636

LORD, ABBETT & CO. LLC

$1,185,713

0.62%

183,547

&PARTNERS

$1,167,515

0.61%

180,730

RAYMOND JAMES FINANCIAL INC

$1,092,288

0.57%

169,085

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

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	129,044	$833,624	76.3%	Defined
Raymond James Financial Services Advisors, Inc.	17,041	$110,084	10.1%	Defined
RAYMOND JAMES TRUST N.A.	23,000	$148,580	13.6%	Defined

LPL Financial LLC

$1,051,759

0.55%

162,811

RIVERBRIDGE PARTNERS LLC

$891,822

0.46%

138,053

TORONTO DOMINION BANK

$869,709

0.45%

134,630

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

$776,679

0.40%

120,229

Traub Capital Management LLC

$752,189

0.39%

116,438

Summit Trail Advisors, LLC

$740,697

0.39%

114,659

Bank of New York Mellon Corp

$688,932

0.36%

106,646

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

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon, NA	106,644	$688,920	100.0%	Defined
Held directly	2	$12	0.0%	Defined

Closed-End Fund Advisors, Inc.

$676,478

0.35%

104,718

BANK OF AMERICA CORP /DE/

$650,625

0.34%

100,716

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

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	100,716	$650,625	100.0%	Defined

CENTAURUS FINANCIAL, INC.

$590,960

0.31%

91,480

Ackerman Capital Advisors, LLC

$535,940

0.28%

82,963

Almitas Capital LLC

$530,146

0.28%

82,066

Petersen Hastings Wealth Advisors Inc.

$520,708

0.27%

80,605

READYSTATE ASSET MANAGEMENT LP

$459,829

0.24%

71,181

AMERIPRISE FINANCIAL INC

$403,717

0.21%

62,495

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	62,495	$403,717	100.0%	Defined

MELFA WEALTH MANAGEMENT, INC.

$389,764

0.20%

60,335

Thomas J. Herzfeld Advisors, Inc.

$376,508

0.20%

58,283

180 WEALTH ADVISORS, LLC

$369,434

0.19%

57,188

Creative Planning

$364,208

0.19%

56,379

EVOLVE PRIVATE WEALTH, LLC

$341,327

0.18%

52,837

Daner Wealth Management, LLC

$335,274

0.17%

51,900

Nuveen, LLC

$332,709

0.17%

51,503

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	51,503	$332,709	100.0%	Defined

JANE STREET GROUP, LLC

$280,382

0.15%

43,403

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	35,058	$226,474	80.8%	Defined
Jane Street Global Trading, LLC	8,345	$53,908	19.2%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$232,863

0.12%

36,047

WealthBridge Capital Management, LLC

$227,760

0.12%

35,257

INTEGRATED CAPITAL MANAGEMENT, INC.

$223,761

0.12%

34,638

OSAIC HOLDINGS, INC.

$211,176

0.11%

32,690

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

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	28,915	$186,790	88.5%	Defined
Osaic Advisory Services, LLC	3,775	$24,386	11.5%	Defined

Merit Financial Group, LLC

$200,627

0.10%

31,057

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

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	3,375	$21,802	10.9%	Other
Held directly	27,682	$178,825	89.1%	Sole

Fortitude Advisory Group L.L.C.

$180,078

0.09%

27,876

Novak & Powell Financial Services, Inc.

$175,472

0.09%

27,163

Rockefeller Capital Management L.P.

$161,500

0.08%

25,000

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

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	25,000	$161,500	100.0%	Defined

Spire Wealth Management

$160,905

0.08%

24,908

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

$156,163

0.08%

24,174

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

Manager	Shares	Value (USD)	% of position	Discretion
Landscape High Leverage Fund, LP	5,672	$36,641	23.5%	Defined
LANDSCAPE OFFSHORE HL FUND LTD.	14,251	$92,061	59.0%	Defined
Held directly	4,251	$27,461	17.6%	Sole

Noble Wealth Management PBC

$148,295

0.08%

22,956

WEDBUSH SECURITIES INC

$144,632

0.08%

22,389

Corient Private Wealth LLC

$143,883

0.08%

22,273

HighTower Advisors, LLC

$143,612

0.07%

22,231

StoneX Group Inc.

$139,807

0.07%

21,642

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

Manager	Shares	Value (USD)	% of position	Discretion
StoneX Advisors Inc. joint	21,642	$139,807	100.0%	Defined

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

$130,492

0.07%

20,200

Virtu Financial LLC

$130,466

0.07%

20,196

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

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	20,196	$130,466	100.0%	Defined

MAI Capital Management

$125,608

0.07%

19,444

Mariner, LLC

$122,442

0.06%

18,954

Summit Financial, LLC

$118,424

0.06%

18,332

Curi Capital, LLC

$116,280

0.06%

18,000

ROYAL BANK OF CANADA

$114,955

0.06%

17,795

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

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	17,795	$114,955	100.0%	Defined

MML INVESTORS SERVICES, LLC

$111,977

0.06%

17,334

Cetera Investment Advisers

$94,160

0.05%

14,576

Clear Street Group Inc.

$91,253

0.05%

14,126

WealthTrust Axiom LLC

$83,980

0.04%

13,000

NewEdge Advisors, LLC

$81,215

0.04%

12,572

Confluence Wealth Services, Inc.

$80,750

0.04%

12,500

BOKF, NA

$79,425

0.04%

12,295

BANK OF MONTREAL /CAN/

$78,708

0.04%

12,184

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	12,184	$78,708	100.0%	Defined

HOLLENCREST CAPITAL MANAGEMENT

$77,481

0.04%

11,994

Kestra Advisory Services, LLC

$76,499

0.04%

11,842

XTX Topco Ltd

$75,478

0.04%

11,684

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

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	11,684	$75,478	100.0%	Defined

Fort Point Capital Partners LLC

$70,317

0.04%

10,885

Thoma Capital Management LLC

$70,078

0.04%

10,848

TRUIST FINANCIAL CORP

$69,748

0.04%

10,797

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

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	10,797	$69,748	100.0%	Defined

Farther Finance Advisors, LLC

$39,147

0.02%

6,060

US BANCORP \DE\

$35,530

0.02%

5,500

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

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	5,500	$35,530	100.0%	Defined

Global Retirement Partners, LLC

$32,300

0.02%

5,000

GILPIN WEALTH MANAGEMENT, LLC

$29,070

0.02%

4,500

JPMORGAN CHASE & CO

$26,427

0.01%

4,091

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

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	4,091	$26,427	100.0%	Other

Capital Analysts, LLC

$26,427

0.01%

4,091

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

Manager	Shares	Value (USD)	% of position	Discretion
LINCOLN INVESTMENT PLANNING, LLC	4,091	$26,427	100.0%	Defined

Blue Trust, Inc.

$23,055

0.01%

3,569

EASTERN BANK

$22,241

0.01%

3,443

UBS Group AG

$19,431

0.01%

3,008

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	3,008	$19,431	100.0%	Defined

CoreCap Advisors, LLC

$16,150

0.01%

2,500

Prestige Wealth Management Group LLC

$6,137

0.00%

950

Steward Partners Investment Advisory, LLC

$4,845

0.00%

750

HARBOUR INVESTMENTS, INC.

$2,228

0.00%

345

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

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA GLOBAL FINANCIAL PRODUCTS INC	20,000	$125,800	100.0%	Defined

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	17,788	$111,886	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	10,931	$68,755	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	3	$18	100.0%	Defined

Key facts CIK 818972 CUSIP 05588W108 13F (30d) 81 filings 79 filers Visit website Investor relations