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BNY Mellon Strategic Muni (LEO)

CUSIP: 05588W108 | US | Financial Services · Asset Management | Small Cap | 262 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GSIT Investment Associates Inc3,165,5415.1%New 5%+ stakeSep 30, 20262,295,354 sh (Jun 30, 2026)
13GSIT Investment Associates Inc3,165,541
5.1% of class · Sep 30, 2026New 5%+ stake
2,295,354 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Hennion & Walsh Asset Management, Inc.1,655,797
0.3% of portfolio›$9.2M
Allspring Global Investments Holdings, LLC673,664
0.0% of portfolio›$3.7M
Altium Capital Management LLC438,676
3.5% of portfolio›$2.4M
Gridiron Partners, LLC404,971
1.1% of portfolio›$2.3M
Capital Investment Advisors, LLC352,362
0.0% of portfolio›$2.0M
City of London Investment Management Co LTD270,829
0.1% of portfolio›$1.5M
Park Avenue Securities LLC189,805
0.0% of portfolio›$1.1M
Riverbridge Partners LLC169,136
0.0% of portfolio›$940.4K
Bank of New York Mellon Corp168,668
0.0% of portfolio›$937.8K
Blue Bell Private Wealth Management, LLC120,229
0.1% of portfolio›$668.5K
Closed-End Fund Advisors, Inc.116,818
0.7% of portfolio›$649.5K
Petersen Hastings Wealth Advisors Inc.80,605
0.0% of portfolio›$448.2K
Ackerman Capital Advisors, LLC79,345
0.1% of portfolio›$441.2K
180 Wealth Advisors, LLC57,693
0.0% of portfolio›$320.8K
Creative Planning53,587
0.0% of portfolio›$297.9K
Integrated Capital Management, Inc.39,810
0.2% of portfolio›$221.3K
Commonwealth Equity Services, LLC35,959
0.0% of portfolio›$199.9K
WealthBridge Capital Management, LLC31,850
0.0% of portfolio›$177.1K
Fortitude Advisory Group L.L.C.27,881
0.1% of portfolio›$155.0K
Noble Wealth Management PBC26,756
0.1% of portfolio›$148.8K
Concurrent Investment Advisors, LLC24,908
0.0% of portfolio›$138.5K
Spire Wealth Management24,908
0.0% of portfolio›$138.5K
Wedbush Securities Inc22,389
0.0% of portfolio›$124.0K
Nations Financial Group Inc,20,200
0.0% of portfolio›$112.3K
Venture Visionary Partners LLC14,493
0.0% of portfolio›$80.6K
Confluence Wealth Services, Inc.12,500
0.0% of portfolio›$69.5K
Bokf, NA12,295
0.0% of portfolio›$68.4K
Truist Financial Corp11,507
0.0% of portfolio›$64.0K
Kestra Advisory Services, LLC11,142
0.0% of portfolio›$62.0K
US Bancorp \de\5,500
0.0% of portfolio›$30.6K
Gilpin Wealth Management, LLC4,500
0.0% of portfolio›$25.0K
Blue Trust, Inc.3,569
0.0% of portfolio›$19.8K
Eastern Bank3,443
0.0% of portfolio›$19.1K
Farther Finance Advisors, LLC2,020
0.0% of portfolio›$11.2K
FNY Investment Advisers, LLC1,000
0.0% of portfolio›$5
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
1,655,797$9.2M0.3%ValueMediumParsippany, NJ2026-10-13
Allspring Global Investments Holdings, LLC
673,664$3.7M0.0%CoreMediumCharlotte, NC2026-11-04
Altium Capital Management LLC
438,676$2.4M3.5%YieldHighNew York, NY2026-11-04
Gridiron Partners, LLC
404,971$2.3M1.1%ETFLowWexford, PA2026-10-08
Capital Investment Advisors, LLC
352,362$2.0M0.0%CoreLowAtlanta, GA2026-10-22
City of London Investment Management Co LTD
270,829$1.5M0.1%YieldMediumLondon, United Kingdom2026-10-30
Park Avenue Securities LLC
189,805$1.1M0.0%ETFMediumNew York, NY2026-10-26
Riverbridge Partners LLC
169,136$940.4K0.0%GrowthLowMinneapolis, MN2026-11-05
Bank of New York Mellon Corp
168,668$937.8K0.0%CoreLowNew York, NY2026-11-05
Blue Bell Private Wealth Management, LLC
120,229$668.5K0.1%YieldVery LowBlue Bell, PA2026-10-29
Closed-End Fund Advisors, Inc.
116,818$649.5K0.7%YieldMediumRichmond, VA2026-11-04
Petersen Hastings Wealth Advisors Inc.
80,605$448.2K0.0%ETFLowKennewick, WA2026-10-27
Ackerman Capital Advisors, LLC
79,345$441.2K0.1%ETFLowDallas, TX2026-10-30
180 Wealth Advisors, LLC
57,693$320.8K0.0%CoreLowFederal Way, WA2026-11-03
Creative Planning
53,587$297.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Integrated Capital Management, Inc.
39,810$221.3K0.2%ETFLowJessup, PA2026-10-09
Commonwealth Equity Services, LLC
35,959$199.9K0.0%ETFLowWaltham, MA2026-11-02
WealthBridge Capital Management, LLC
31,850$177.1K0.0%ETFLowWesterville, OH2026-10-16
Fortitude Advisory Group L.L.C.
27,881$155.0K0.1%GrowthMediumGig Harbor, WA2026-10-15
Noble Wealth Management PBC
26,756$148.8K0.1%YieldMediumGreenwood Village, CO2026-10-01
Concurrent Investment Advisors, LLC
24,908$138.5K0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
24,908$138.5K0.0%GrowthMediumMclean, VA2026-10-30
Wedbush Securities Inc
22,389$124.0K0.0%CoreLowPasadena, CA2026-10-22
Nations Financial Group Inc,
20,200$112.3K0.0%CoreLowCedar Rapids, IA2026-11-05
Venture Visionary Partners LLC
14,493$80.6K0.0%CoreLowSylvania, OH2026-10-07
Confluence Wealth Services, Inc.
12,500$69.5K0.0%ETFVery LowMcmurray, PA2026-11-05
Bokf, NA
12,295$68.4K0.0%CoreLowTulsa, OK2026-10-27
Truist Financial Corp
11,507$64.0K0.0%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
11,142$62.0K0.0%CoreLowAustin, TX2026-11-02
US Bancorp \de\
5,500$30.6K0.0%IndexLowMinneapolis, MN2026-11-05
Gilpin Wealth Management, LLC
4,500$25.0K0.0%GrowthLowDenver, CO2026-10-09
Blue Trust, Inc.
3,569$19.8K0.0%ETFLowBrentwood, TN2026-10-15
Eastern Bank
3,443$19.1K0.0%GrowthMediumBoston, MA2026-10-05
Farther Finance Advisors, LLC
2,020$11.2K0.0%IndexLowSan Francisco, CA2026-10-08
FNY Investment Advisers, LLC
1,000$50.0%GrowthVery HighNew York, NY2026-10-16