Bnym Strat Muni BND (DSM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Hennion & Walsh Asset Management, Inc.

DECREASED

Shares1,453,764 from 1,476,212

Change-22,448 (-2%)

Value$7.6M (-$1.5M)

Filed 2026-10-13

LPL Financial LLC

INCREASED

Shares604,171 from 544,464

Change+59,707 (+11%)

Value$3.1M (-$200.7K)

Filed 2026-11-06

Capital Investment Advisors, LLC

DECREASED

Shares235,826 from 250,343

Change-14,517 (-6%)

Value$1.2M (-$311.0K)

Filed 2026-10-22

Bank of New York Mellon Corp

INCREASED

Shares227,362 from 145,899

Change+81,463 (+56%)

Value$1.2M (+$287.3K)

Filed 2026-11-05

Park Avenue Securities LLC

INCREASED

Shares159,487 from 159,077

Change+410 (+0%)

Value$831.0K (-$147.0K)

Filed 2026-10-26

Allspring Global Investments Holdings, LLC

NEW

Shares141,642

Change+141,642

Value$738.0K

Filed 2026-11-04

Closed-End Fund Advisors, Inc.

INCREASED

Shares112,225 from 100,339

Change+11,886 (+12%)

Value$584.7K (-$32.4K)

Filed 2026-11-04

Blue Bell Private Wealth Management, LLC

DECREASED

Shares105,116 from 107,584

Change-2,468 (-2%)

Value$547.7K (-$114.0K)

Filed 2026-10-29

Ackerman Capital Advisors, LLC

INCREASED

Shares103,029 from 91,598

Change+11,431 (+12%)

Value$536.8K (-$26.5K)

Filed 2026-10-30

PFS Partners, LLC

INCREASED

Shares94,123 from 93,163

Change+960 (+1%)

Value$490.4K (-$82.6K)

Filed 2026-10-21

Noble Wealth Management PBC

INCREASED

Shares72,733 from 65,733

Change+7,000 (+11%)

Value$378.9K (-$25.3K)

Filed 2026-10-01

Opal Wealth Advisors, LLC

INCREASED

Shares72,105 from 71,035

Change+1,070 (+2%)

Value$375.7K (-$61.2K)

Filed 2026-10-16

Fortitude Advisory Group L.L.C.

UNCHANGED

Shares38,762 from 38,762

Change0 (0%)

Value$202.0K (-$36.4K)

Filed 2026-10-15

Melfa Wealth Management, Inc.

UNCHANGED

Shares37,728 from 37,728

Change0 (0%)

Value$196.6K (-$35.5K)

Filed 2026-11-06

Fiera Capital Corp

DECREASED

Shares34,195 from 258,371

Change-224,176 (-87%)

Value$178.2K (-$1.4M)

Filed 2026-11-06

Integrated Capital Management, Inc.

INCREASED

Shares30,740 from 27,796

Change+2,944 (+11%)

Value$160.2K (-$10.8K)

Filed 2026-10-09

Aviance Capital Partners, LLC

DECREASED

Shares30,132 from 30,983

Change-851 (-3%)

Value$157.0K (-$33.6K)

Filed 2026-10-29

Advisor OS, LLC

INCREASED

Shares29,505 from 19,994

Change+9,511 (+48%)

Value$153.7K (+$30.8K)

Filed 2026-11-03

Petersen Hastings Wealth Advisors Inc.

UNCHANGED

Shares28,930 from 28,930

Change0 (0%)

Value$150.7K (-$27.2K)

Filed 2026-10-27

LexAurum Advisors, LLC

UNCHANGED

Shares17,234 from 17,234

Change0 (0%)

Value$89.8K (-$16.2K)

Filed 2026-10-19

CJM Wealth Advisers, Ltd.

INCREASED

Shares16,104 from 15,847

Change+257 (+2%)

Value$83.9K (-$13.6K)

Filed 2026-10-27

Realta Investment Advisors

UNCHANGED

Shares15,247 from 15,247

Change0 (0%)

Value$79.4K (-$14.3K)

Filed 2026-10-14

Bokf, NA

UNCHANGED

Shares12,831 from 12,831

Change0 (0%)

Value$66.9K (-$12.1K)

Filed 2026-10-27

Signature Estate & Investment Advisors LLC

UNCHANGED

Shares12,057 from 12,057

Change0 (0%)

Value$62.8K (-$11.3K)

Filed 2026-10-13

Shulman DeMeo Asset Management LLC

UNCHANGED

Shares10,317 from 10,317

Change0 (0%)

Value$53.1K (-$10.3K)

Filed 2026-10-09

Root Financial Partners, LLC

NEW

Shares9,739

Change+9,739

Value$50.7K

Filed 2026-10-21

Smallwood Wealth Investment Management, LLC

UNCHANGED

Shares6,460 from 6,460

Change0 (0%)

Value$33.7K (-$6.1K)

Filed 2026-10-30

Eastern Bank

UNCHANGED

Shares3,441 from 3,441

Change0 (0%)

Value$17.9K (-$3.2K)

Filed 2026-10-05

Wolverine Asset Management LLC

NEW

Shares303

Change+303

Value$1.6K

Filed 2026-11-02

Citigroup Inc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$5 (-$1)

Filed 2026-11-04

CoreCap Advisors, LLC

CLOSED

Shares0 from 2,700

Change-2,700 (-100%)

Value$0 (-$16.6K)

Filed 2026-10-08

Saba Capital Management, L.P.A

N/A

Shares— from 5,179,441

Change-5,179,441 (-100%)

Value—

Bulldog Investors, LLPA

N/A

Shares— from 3,065,475

Change-3,065,475 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 3,011,573

Change-3,011,573 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 2,241,927

Change-2,241,927 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 1,920,587

Change-1,920,587 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,089,623

Change-1,089,623 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 936,572

Change-936,572 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 757,999

Change-757,999 (-100%)

Value—

Robinson Capital Management, LLC

N/A

Shares— from 467,193

Change-467,193 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 447,952

Change-447,952 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 423,652

Change-423,652 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 318,802

Change-318,802 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 268,067

Change-268,067 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 224,958

Change-224,958 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 195,902

Change-195,902 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 187,555

Change-187,555 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 180,248

Change-180,248 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 136,099

Change-136,099 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 112,022

Change-112,022 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 98,168

Change-98,168 (-100%)

Value—

Bridgewater Advisors Inc.

N/A

Shares— from 92,770

Change-92,770 (-100%)

Value—

UBS Group AG

N/A

Shares— from 88,101

Change-88,101 (-100%)

Value—

Palogic Value Management, L.P.

N/A

Shares— from 72,032

Change-72,032 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 63,180

Change-63,180 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 62,270

Change-62,270 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 60,102

Change-60,102 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 59,072

Change-59,072 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

&partners

N/A

Shares— from 46,327

Change-46,327 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 43,690

Change-43,690 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 42,860

Change-42,860 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 38,790

Change-38,790 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 33,832

Change-33,832 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 33,407

Change-33,407 (-100%)

Value—

Camelot Portfolios, LLC

N/A

Shares— from 30,362

Change-30,362 (-100%)

Value—

Ranch Capital Advisors Inc.

N/A

Shares— from 29,295

Change-29,295 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 21,546

Change-21,546 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 21,435

Change-21,435 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 18,816

Change-18,816 (-100%)

Value—

Novak & Powell Financial Services, Inc.

N/A

Shares— from 18,502

Change-18,502 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 17,492

Change-17,492 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 15,166

Change-15,166 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 14,309

Change-14,309 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 12,760

Change-12,760 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 12,574

Change-12,574 (-100%)

Value—

Everstar Asset Management, LLC

N/A

Shares— from 12,100

Change-12,100 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 11,676

Change-11,676 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 10,001

Change-10,001 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 6,970

Change-6,970 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 4,938

Change-4,938 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,700

Change-2,700 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 1,447

Change-1,447 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	DECREASED	1,453,764	1,476,212	-22,448	-2%	$9.1M	$7.6M	-$1.5M	2026-10-13
LPL Financial LLC	INCREASED	604,171	544,464	+59,707	+11%	$3.3M	$3.1M	-$200.7K	2026-11-06
Capital Investment Advisors, LLC	DECREASED	235,826	250,343	-14,517	-6%	$1.5M	$1.2M	-$311.0K	2026-10-22
Bank of New York Mellon Corp	INCREASED	227,362	145,899	+81,463	+56%	$897.3K	$1.2M	+$287.3K	2026-11-05
Park Avenue Securities LLC	INCREASED	159,487	159,077	+410	+0%	$978.0K	$831.0K	-$147.0K	2026-10-26
Allspring Global Investments Holdings, LLC	NEW	141,642	—	+141,642	—	—	$738.0K	—	2026-11-04
Closed-End Fund Advisors, Inc.	INCREASED	112,225	100,339	+11,886	+12%	$617.1K	$584.7K	-$32.4K	2026-11-04
Blue Bell Private Wealth Management, LLC	DECREASED	105,116	107,584	-2,468	-2%	$661.6K	$547.7K	-$114.0K	2026-10-29
Ackerman Capital Advisors, LLC	INCREASED	103,029	91,598	+11,431	+12%	$563.3K	$536.8K	-$26.5K	2026-10-30
PFS Partners, LLC	INCREASED	94,123	93,163	+960	+1%	$573.0K	$490.4K	-$82.6K	2026-10-21
Noble Wealth Management PBC	INCREASED	72,733	65,733	+7,000	+11%	$404.3K	$378.9K	-$25.3K	2026-10-01
Opal Wealth Advisors, LLC	INCREASED	72,105	71,035	+1,070	+2%	$436.9K	$375.7K	-$61.2K	2026-10-16
Fortitude Advisory Group L.L.C.	UNCHANGED	38,762	38,762	0	0%	$238.4K	$202.0K	-$36.4K	2026-10-15
Melfa Wealth Management, Inc.	UNCHANGED	37,728	37,728	0	0%	$232.0K	$196.6K	-$35.5K	2026-11-06
Fiera Capital Corp	DECREASED	34,195	258,371	-224,176	-87%	$1.6M	$178.2K	-$1.4M	2026-11-06
Integrated Capital Management, Inc.	INCREASED	30,740	27,796	+2,944	+11%	$170.9K	$160.2K	-$10.8K	2026-10-09
Aviance Capital Partners, LLC	DECREASED	30,132	30,983	-851	-3%	$190.5K	$157.0K	-$33.6K	2026-10-29
Advisor OS, LLC	INCREASED	29,505	19,994	+9,511	+48%	$123.0K	$153.7K	+$30.8K	2026-11-03
Petersen Hastings Wealth Advisors Inc.	UNCHANGED	28,930	28,930	0	0%	$177.9K	$150.7K	-$27.2K	2026-10-27
LexAurum Advisors, LLC	UNCHANGED	17,234	17,234	0	0%	$106.0K	$89.8K	-$16.2K	2026-10-19
CJM Wealth Advisers, Ltd.	INCREASED	16,104	15,847	+257	+2%	$97.5K	$83.9K	-$13.6K	2026-10-27
Realta Investment Advisors	UNCHANGED	15,247	15,247	0	0%	$93.8K	$79.4K	-$14.3K	2026-10-14
Bokf, NA	UNCHANGED	12,831	12,831	0	0%	$78.9K	$66.9K	-$12.1K	2026-10-27
Signature Estate & Investment Advisors LLC	UNCHANGED	12,057	12,057	0	0%	$74.2K	$62.8K	-$11.3K	2026-10-13
Shulman DeMeo Asset Management LLC	UNCHANGED	10,317	10,317	0	0%	$63.5K	$53.1K	-$10.3K	2026-10-09
Root Financial Partners, LLC	NEW	9,739	—	+9,739	—	—	$50.7K	—	2026-10-21
Smallwood Wealth Investment Management, LLC	UNCHANGED	6,460	6,460	0	0%	$39.7K	$33.7K	-$6.1K	2026-10-30
Eastern Bank	UNCHANGED	3,441	3,441	0	0%	$21.2K	$17.9K	-$3.2K	2026-10-05
Wolverine Asset Management LLC	NEW	303	—	+303	—	—	$1.6K	—	2026-11-02
Citigroup Inc	UNCHANGED	1	1	0	0%	$6	$5	-$1	2026-11-04
CoreCap Advisors, LLC	CLOSED	0	2,700	-2,700	-100%	$16.6K	$0	-$16.6K	2026-10-08
Saba Capital Management, L.P.A	N/A	—	5,179,441	-5,179,441	-100%	$31.9M	—	—	—
Bulldog Investors, LLPA	N/A	—	3,065,475	-3,065,475	-100%	$18.9M	—	—	—
Pathstone Holdings, LLC	N/A	—	3,011,573	-3,011,573	-100%	$18.5M	—	—	—
SIT Investment Associates Inc	N/A	—	2,241,927	-2,241,927	-100%	$13.8M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	1,920,587	-1,920,587	-100%	$11.8M	—	—	—
Guggenheim Capital LLC	N/A	—	1,089,623	-1,089,623	-100%	$6.7M	—	—	—
Karpus Management, Inc.	N/A	—	936,572	-936,572	-100%	$5.8M	—	—	—
Almitas Capital LLC	N/A	—	757,999	-757,999	-100%	$4.7M	—	—	—
Robinson Capital Management, LLC	N/A	—	467,193	-467,193	-100%	$2.9M	—	—	—
Wells Fargo & Company	N/A	—	447,952	-447,952	-100%	$2.8M	—	—	—
Van Eck Associates Corp	N/A	—	423,652	-423,652	-100%	$2.6M	—	—	—
1607 Capital Partners, LLC	N/A	—	318,802	-318,802	-100%	$2.0M	—	—	—
Morgan Stanley	N/A	—	268,067	-268,067	-100%	$1.6M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	224,958	-224,958	-100%	$1.4M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	195,902	-195,902	-100%	$1.2M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	187,555	-187,555	-100%	$1.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	180,248	-180,248	-100%	$1.1M	—	—	—
Nuveen, LLC	N/A	—	136,099	-136,099	-100%	$837.0K	—	—	—
Summit Trail Advisors, LLC	N/A	—	112,022	-112,022	-100%	$688.9K	—	—	—
Invesco Ltd.	N/A	—	98,168	-98,168	-100%	$603.7K	—	—	—
Bridgewater Advisors Inc.	N/A	—	92,770	-92,770	-100%	$538.1K	—	—	—
UBS Group AG	N/A	—	88,101	-88,101	-100%	$541.8K	—	—	—
Palogic Value Management, L.P.	N/A	—	72,032	-72,032	-100%	$443.5K	—	—	—
Raymond James Financial Inc	N/A	—	63,180	-63,180	-100%	$388.6K	—	—	—
Stifel Financial Corp	N/A	—	62,270	-62,270	-100%	$383.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	60,102	-60,102	-100%	$369.6K	—	—	—
Savvy Advisors, Inc.	N/A	—	59,072	-59,072	-100%	$363.3K	—	—	—
Cohen & Steers, Inc.	N/A	—	50,000	-50,000	-100%	$308.0K	—	—	—
&partners	N/A	—	46,327	-46,327	-100%	$284.9K	—	—	—
Evolve Private Wealth, LLC	N/A	—	43,690	-43,690	-100%	$268.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	42,860	-42,860	-100%	$263.6K	—	—	—
Citadel Advisors LLC	N/A	—	38,790	-38,790	-100%	$238.6K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	33,832	-33,832	-100%	$208.1K	—	—	—
Arete Wealth Advisors, LLC	N/A	—	33,407	-33,407	-100%	$205.5K	—	—	—
Camelot Portfolios, LLC	N/A	—	30,362	-30,362	-100%	$186.7K	—	—	—
Ranch Capital Advisors Inc.	N/A	—	29,295	-29,295	-100%	$180.2K	—	—	—
Rothschild Investment LLC	N/A	—	25,000	-25,000	-100%	$153.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	21,546	-21,546	-100%	$132.5K	—	—	—
Ameriprise Financial Inc	N/A	—	21,435	-21,435	-100%	$131.8K	—	—	—
Cetera Investment Advisers	N/A	—	18,816	-18,816	-100%	$115.7K	—	—	—
Novak & Powell Financial Services, Inc.	N/A	—	18,502	-18,502	-100%	$113.8K	—	—	—
HighTower Advisors, LLC	N/A	—	17,492	-17,492	-100%	$107.6K	—	—	—
MML Investors Services, LLC	N/A	—	15,166	-15,166	-100%	$93.3K	—	—	—
Readystate Asset Management LP	N/A	—	14,309	-14,309	-100%	$88.0K	—	—	—
Bank of Montreal	N/A	—	12,760	-12,760	-100%	$78.5K	—	—	—
Janney Montgomery Scott LLC	N/A	—	12,574	-12,574	-100%	$77.0K	—	—	—
Everstar Asset Management, LLC	N/A	—	12,100	-12,100	-100%	$74.4K	—	—	—
Mariner, LLC	N/A	—	11,676	-11,676	-100%	$71.8K	—	—	—
Clear Street Group Inc.	N/A	—	10,001	-10,001	-100%	$61.5K	—	—	—
Smith, Moore & Co.	N/A	—	10,000	-10,000	-100%	$61.5K	—	—	—
Cerity Partners LLC	N/A	—	10,000	-10,000	-100%	$61.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	7,000	-7,000	-100%	$43.1K	—	—	—
Hollencrest Capital Management	N/A	—	6,970	-6,970	-100%	$42.9K	—	—	—
Toronto Dominion Bank	N/A	—	4,938	-4,938	-100%	$30.4K	—	—	—
Harbour Investments, Inc.	N/A	—	2,700	-2,700	-100%	$16.6K	—	—	—
Quent Capital, LLC	N/A	—	2,000	-2,000	-100%	$12.3K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	1,447	-1,447	-100%	$8.9K	—	—	—
Darwin Wealth Management, LLC	N/A	—	1,000	-1,000	-100%	$6.2K	—	—	—

Showing 89 of 89 institutions