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BNY Mellon Muni BND Infra (DMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares959,254 from 959,254
Change0 (0%)
Value$9.0M (-$1.6M)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares325,299 from 247,088
Change+78,211 (+32%)
Value$3.1M (+$333.2K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares116,992 from 113,968
Change+3,024 (+3%)
Value$1.1M (-$157.3K)
Filed 2026-11-06
Riverbridge Partners LLC
INCREASED
Shares98,823 from 80,654
Change+18,169 (+23%)
Value$929.9K (+$39.5K)
Filed 2026-11-05
Ackerman Capital Advisors, LLC
DECREASED
Shares57,974 from 62,077
Change-4,103 (-7%)
Value$545.5K (-$139.8K)
Filed 2026-10-30
Kestra Advisory Services, LLC
UNCHANGED
Shares52,072 from 52,072
Change0 (0%)
Value$490.0K (-$84.9K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
DECREASED
Shares45,962 from 46,512
Change-550 (-1%)
Value$432.5K (-$81.0K)
Filed 2026-10-29
ProVise Management Group, LLC
UNCHANGED
Shares45,362 from 45,362
Change0 (0%)
Value$426.9K (-$73.9K)
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares33,574 from 34,788
Change-1,214 (-3%)
Value$315.9K (-$68.1K)
Filed 2026-10-22
Melfa Wealth Management, Inc.
DECREASED
Shares32,812 from 37,745
Change-4,933 (-13%)
Value$308.8K (-$107.9K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares31,032 from 32,884
Change-1,852 (-6%)
Value$292.0K (-$71.0K)
Filed 2026-11-02
Grant Street Asset Management, Inc.
INCREASED
Shares28,372 from 28,105
Change+267 (+1%)
Value$267.0K (-$43.3K)
Filed 2026-10-26
Bank of New York Mellon Corp
NEW
Shares23,885
Change+23,885
Value$224.8K
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares19,009 from 20,489
Change-1,480 (-7%)
Value$178.9K (-$47.3K)
Filed 2026-11-02
Vista Investment Partners LLC
UNCHANGED
Shares17,500 from 17,500
Change0 (0%)
Value$164.7K (-$28.5K)
Filed 2026-10-08
Closed-End Fund Advisors, Inc.
DECREASED
Shares16,215 from 17,883
Change-1,668 (-9%)
Value$152.6K (-$44.8K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
DECREASED
Shares14,128 from 31,414
Change-17,286 (-55%)
Value$132.9K (-$213.9K)
Filed 2026-10-23
Fiera Capital Corp
DECREASED
Shares12,237 from 91,099
Change-78,862 (-87%)
Value$115.2K (-$890.6K)
Filed 2026-11-06
BAR Harbor Wealth Management
UNCHANGED
Shares12,075 from 12,075
Change0 (0%)
Value$113.6K (-$19.7K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
NEW
Shares11,530
Change+11,530
Value$108.5K
Filed 2026-11-03
Plancorp, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$102.9K (-$6.5K)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares8,550 from 8,450
Change+100 (+1%)
Value$80.5K (-$12.8K)
Filed 2026-10-14
Farther Finance Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$47.1K (-$8.2K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$44.2K ($0)
Filed 2026-11-06
JFS Wealth Advisors, LLC
INCREASED
Shares3,999 from 3,944
Change+55 (+1%)
Value$37.6K (-$5.9K)
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares730
Change+730
Value$6.9K
Filed 2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$6.3K (-$1.1K)
Filed 2026-10-13
FNY Investment Advisers, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$3 (-$1)
Filed 2026-10-16
Russell Investments Group, Ltd.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-06
Saba Capital Management, L.P.A
N/A
Shares— from 1,565,216
Change-1,565,216 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,188,486
Change-1,188,486 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 873,968
Change-873,968 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 414,412
Change-414,412 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 400,343
Change-400,343 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 210,392
Change-210,392 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 157,883
Change-157,883 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 146,258
Change-146,258 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 128,416
Change-128,416 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 121,339
Change-121,339 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 79,987
Change-79,987 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 79,941
Change-79,941 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 69,118
Change-69,118 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 68,229
Change-68,229 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 46,785
Change-46,785 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 43,892
Change-43,892 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 40,250
Change-40,250 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 39,306
Change-39,306 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 38,448
Change-38,448 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 38,103
Change-38,103 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 37,000
Change-37,000 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 27,260
Change-27,260 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 25,593
Change-25,593 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,361
Change-23,361 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 16,121
Change-16,121 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,396
Change-15,396 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 14,767
Change-14,767 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,627
Change-13,627 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,155
Change-10,155 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 4,979
Change-4,979 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
UNCHANGED959,254959,25400%$10.6M$9.0M-$1.6M2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED325,299247,088+78,211+32%$2.7M$3.1M+$333.2K2026-10-13
LPL Financial LLC
INCREASED116,992113,968+3,024+3%$1.3M$1.1M-$157.3K2026-11-06
Riverbridge Partners LLC
INCREASED98,82380,654+18,169+23%$890.4K$929.9K+$39.5K2026-11-05
Ackerman Capital Advisors, LLC
DECREASED57,97462,077-4,103-7%$685.3K$545.5K-$139.8K2026-10-30
Kestra Advisory Services, LLC
UNCHANGED52,07252,07200%$574.9K$490.0K-$84.9K2026-11-02
Blue Bell Private Wealth Management, LLC
DECREASED45,96246,512-550-1%$513.5K$432.5K-$81.0K2026-10-29
ProVise Management Group, LLC
UNCHANGED45,36245,36200%$500.8K$426.9K-$73.9K2026-11-06
Capital Investment Advisors, LLC
DECREASED33,57434,788-1,214-3%$384.1K$315.9K-$68.1K2026-10-22
Melfa Wealth Management, Inc.
DECREASED32,81237,745-4,933-13%$416.7K$308.8K-$107.9K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED31,03232,884-1,852-6%$363.0K$292.0K-$71.0K2026-11-02
Grant Street Asset Management, Inc.
INCREASED28,37228,105+267+1%$310.3K$267.0K-$43.3K2026-10-26
Bank of New York Mellon Corp
NEW23,885—+23,885——$224.8K—2026-11-05
Commonwealth Equity Services, LLC
DECREASED19,00920,489-1,480-7%$226.2K$178.9K-$47.3K2026-11-02
Vista Investment Partners LLC
UNCHANGED17,50017,50000%$193.2K$164.7K-$28.5K2026-10-08
Closed-End Fund Advisors, Inc.
DECREASED16,21517,883-1,668-9%$197.4K$152.6K-$44.8K2026-11-04
Samalin Investment Counsel, LLC
DECREASED14,12831,414-17,286-55%$346.8K$132.9K-$213.9K2026-10-23
Fiera Capital Corp
DECREASED12,23791,099-78,862-87%$1.0M$115.2K-$890.6K2026-11-06
BAR Harbor Wealth Management
UNCHANGED12,07512,07500%$133.3K$113.6K-$19.7K2026-10-21
Ashton Thomas Private Wealth, LLC
NEW11,530—+11,530——$108.5K—2026-11-03
Plancorp, LLC
UNCHANGED10,00010,00000%$109.4K$102.9K-$6.5K2026-11-03
Triumph Capital Management
INCREASED8,5508,450+100+1%$93.3K$80.5K-$12.8K2026-10-14
Farther Finance Advisors, LLC
UNCHANGED5,0005,00000%$55.2K$47.1K-$8.2K2026-10-08
Allworth Financial LP
UNCHANGED4,0004,00000%$44.2K$44.2K$02026-11-06
JFS Wealth Advisors, LLC
INCREASED3,9993,944+55+1%$43.5K$37.6K-$5.9K2026-11-03
Rossby Financial, LCC
NEW730—+730——$6.9K—2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED66666600%$7.4K$6.3K-$1.1K2026-10-13
FNY Investment Advisers, LLC
UNCHANGED40040000%$4$3-$12026-10-16
Russell Investments Group, Ltd.
CLOSED000—$0$0$02026-11-06
Saba Capital Management, L.P.A
N/A—1,565,216-1,565,216-100%$17.3M———
Pathstone Holdings, LLC
N/A—1,188,486-1,188,486-100%$13.1M———
SIT Investment Associates Inc
N/A—873,968-873,968-100%$9.6M———
Guggenheim Capital LLC
N/A—414,412-414,412-100%$4.6M———
Bulldog Investors, LLPA
N/A—400,343-400,343-100%$4.4M———
Morgan Stanley
N/A—210,392-210,392-100%$2.3M———
Van Eck Associates Corp
N/A—157,883-157,883-100%$1.7M———
1607 Capital Partners, LLC
N/A—146,258-146,258-100%$1.6M———
Ameriprise Financial Inc
N/A—128,416-128,416-100%$1.4M———
Almitas Capital LLC
N/A—121,339-121,339-100%$1.3M———
Invesco Ltd.
N/A—79,987-79,987-100%$883.1K———
Raymond James Financial Inc
N/A—79,941-79,941-100%$882.5K———
Rivernorth Capital Management, LLC
N/A—69,118-69,118-100%$763.1K———
Robinson Capital Management, LLC
N/A—68,229-68,229-100%$809.2K———
Bank of America Corp
N/A—46,785-46,785-100%$516.5K———
Osaic Holdings, Inc.
N/A—43,892-43,892-100%$484.6K———
Palogic Value Management, L.P.
N/A—40,250-40,250-100%$444.4K———
Summit Trail Advisors, LLC
N/A—39,306-39,306-100%$433.9K———
HighTower Advisors, LLC
N/A—38,448-38,448-100%$424.5K———
Virtu Financial LLC
N/A—38,103-38,103-100%$421.0K———
Stonebrook Private Inc.
N/A—37,000-37,000-100%$408.5K———
Rothschild Investment LLC
N/A—30,000-30,000-100%$331.2K———
Janney Montgomery Scott LLC
N/A—27,260-27,260-100%$301.0K———
Wells Fargo & Company
N/A—25,593-25,593-100%$282.5K———
Citadel Advisors LLC
N/A—23,361-23,361-100%$257.9K———
Pine Valley Investments Ltd Liability Co
N/A—16,121-16,121-100%$178.7K———
Focus Partners Wealth
N/A—15,396-15,396-100%$170.0K———
Readystate Asset Management LP
N/A—14,767-14,767-100%$163.0K———
UBS Group AG
N/A—13,627-13,627-100%$150.4K———
Harbour Investments, Inc.
N/A—10,155-10,155-100%$112.1K———
Clear Street Group Inc.
N/A—4,979-4,979-100%$55.0K———
Northwestern Mutual Wealth Management Co
N/A—1,396-1,396-100%$15.4K———
Bogart Wealth, LLC
N/A—1,000-1,000-100%$11.0K———
Showing 62 of 62 institutions