LEO · Bny Mellon Strategic Municipals, Inc. · Shareholders & Ownership
Every disclosed holder of LEO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns LEO
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 29,461,824 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 5,664,870 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of LEO
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
6,547,189 | ||
| 1.1 |
Saba Capital Management, L.P.
13F
CIK 1510281 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,076,820 | ||
| 2 |
Pathstone Holdings, LLC
13F
CIK 2011612 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,487,291 | ||
| 3 |
SIT INVESTMENT ASSOCIATES INC
13G
CIK 769317 · Registered investment adviser · Sep 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
3,165,541 | ||
| 3.1 |
SIT INVESTMENT ASSOCIATES INC
13F
CIK 769317 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,295,354 | ||
| 4 |
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
CIK 1447578 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,006,388 | ||
| 5 |
Hennion & Walsh Asset Management, Inc.
13F
CIK 1861642 · Investment adviser · Sep 30, 2026
|
1,655,797 | ||
| 6 |
Bulldog Investors, LLP
13F
CIK 1504304 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,510,131 | ||
| 7 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,351,087 | ||
| 7.1 |
Multi-Hedge Strategies Fund
Fund
S000003747 · Registered fund · Jun 30, 2026
Rydex Variable Trust, not summed
|
778 | ||
| 7.2 |
Guggenheim Multi-Hedge Strategies Fund
Fund
S000003763 · Registered fund · Jun 30, 2026
Rydex Series Funds, not summed
|
275 | ||
| 8 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,155,820 | ||
| 9 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,132,581 | ||
| 10 |
ROBINSON CAPITAL MANAGEMENT, LLC
13F
CIK 1599795 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
877,072 | ||
| 11 |
Robinson Tax Advantaged Income Fund
Fund
S000046847 · Registered fund · Jun 30, 2026
INVESTMENT MANAGERS SERIES TRUST, not summed
|
877,072 | ||
| 12 |
Saba Closed-End Funds ETF
Fund
S000056657 · Registered fund · May 31, 2026
Exchange Listed Funds Trust, not summed
|
808,086 | ||
| 13 |
VAN ECK ASSOCIATES CORP
13F
CIK 869178 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
537,717 | ||
| 13.1 |
VanEck CEF Muni Income ETF
Fund
S000032925 · Registered fund · Jul 31, 2026
VanEck ETF Trust, not summed
|
549,849 | ||
| 14 |
Allspring Global Investments Holdings, LLC
13F
CIK 1890906 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
527,746 | ||
| 15 |
Altium Capital Management LLC
13F
CIK 1746382 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
438,676 | ||
| 16 |
Gridiron Partners, LLC
13F
CIK 1910867 · Registered investment adviser · Sep 30, 2026
|
404,971 | ||
| 17 |
CAPSTONE INVESTMENT ADVISORS, LLC
13F
CIK 1426196 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
379,865 | ||
| 18 |
Capital Investment Advisors, LLC
13F
CIK 1582732 · Registered investment adviser · Sep 30, 2026
|
352,362 | ||
| 19 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
317,342 | ||
| 20 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
13F
CIK 1034546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
270,829 | ||
| 21 |
The Intermediate Term Municipal Bond Portfolio
Fund
S000009376 · Registered fund · Jun 30, 2026
HC Capital Trust, not summed
|
270,829 | ||
| 22 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
252,346 | ||
| 23 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
248,400 | ||
| 24 |
Fiera Capital Corp
13F
CIK 1505817 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
246,842 | ||
| 25 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
220,675 | ||
| 26 |
1607 Capital Partners, LLC
13F
CIK 1436866 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
206,145 | ||
| 27 |
PARK AVENUE SECURITIES LLC
13F
CIK 1071640 · Unknown · Sep 30, 2026
|
189,805 | ||
| 28 |
LORD, ABBETT & CO. LLC
13F
CIK 728100 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
183,547 | ||
| 29 |
|
180,730 | ||
| 30 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
169,085 | ||
| 31 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
162,811 | ||
| 32 |
RIVERBRIDGE PARTNERS LLC
13F
CIK 1112325 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
138,053 | ||
| 33 |
TORONTO DOMINION BANK
13F
CIK 947263 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
134,630 | ||
| 34 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
13F
CIK 1352860 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
120,229 | ||
| 35 |
Traub Capital Management LLC
13F
CIK 2079207 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
116,438 | ||
| 36 |
Summit Trail Advisors, LLC
13F
CIK 1698478 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
114,659 | ||
| 37 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
106,646 | ||
| 38 |
Closed-End Fund Advisors, Inc.
13F
CIK 2103520 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
104,718 | ||
| 39 |
CENTAURUS FINANCIAL, INC.
13F
CIK 891943 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
91,480 | ||
| 40 |
Ackerman Capital Advisors, LLC
13F
CIK 1699506 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
82,963 | ||
| 41 |
Almitas Capital LLC
13F
CIK 1596468 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
82,066 | ||
| 42 |
Petersen Hastings Wealth Advisors Inc.
13F
CIK 2109614 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
80,605 | ||
| 43 |
READYSTATE ASSET MANAGEMENT LP
13F
CIK 1900923 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
71,181 | ||
| 44 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
62,495 | ||
| 45 |
MELFA WEALTH MANAGEMENT, INC.
13F
CIK 1962465 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
60,335 | ||
| 46 |
Thomas J. Herzfeld Advisors, Inc.
13F
CIK 1509510 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
58,283 | ||
| 47 |
180 WEALTH ADVISORS, LLC
13F
CIK 1730817 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
57,188 | ||
| 48 |
Creative Planning
13F
CIK 1540235 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56,379 | ||
| 49 |
EVOLVE PRIVATE WEALTH, LLC
13F
CIK 2111131 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
52,837 | ||
| 50 |
Daner Wealth Management, LLC
13F
CIK 1956649 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
51,900 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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