BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. - DSM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | History | Added to | 5,179,441 | 31,957 | 0.95% | 0.83% | 1 | +26,850 | 0.52% | Q4 2025 | Feb 17, 2026 |
| Bulldog Investors, LLP | History | Added to | 3,308,091 | 20,410 | 4.55% | 3.6% | 2 | +683,653 | 26.05% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 3,298,493 | 20,351 | 0.08% | — | 3 | +3,298,493 | New | Q4 2025 | Feb 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 1,862,381 | 11,491 | 14.09% | 0.2% | 4 | +195,867 | 11.75% | Q4 2025 | Feb 25, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,239,418 | 7,647 | 0.05% | 0.04% | 5 | +278,303 | 28.96% | Q4 2025 | Feb 17, 2026 |
| Karpus Management, Inc. | History | Added to | 951,272 | 5,869 | 0.18% | 0.16% | 6 | +90,963 | 10.57% | Q4 2025 | Feb 17, 2026 |
| Almitas Capital LLC | History | Added to | 926,301 | 5,715 | 1.26% | 1.15% | 7 | +75,214 | 8.84% | Q4 2025 | Feb 17, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 835,592 | 5,155 | 0.24% | 0.42% | 8 | -400,529 | -32.4% | Q4 2025 | Feb 17, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | New | 587,374 | 3,603 | 1.47% | — | 9 | +587,374 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 583,166 | 3,598 | 0.0% | 0.0% | 10 | -68,259 | -10.48% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 404,626 | 2,496 | 0.0% | 0.0% | 11 | +4,692 | 1.17% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 388,511 | 2,397 | 0.08% | 0.13% | 12 | -240,507 | -38.24% | Q4 2025 | Jan 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 369,531 | 2,280 | 0.0% | 0.0% | 13 | +43,596 | 13.38% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 362,328 | 2,235 | 0.0% | 0.0% | 14 | -67,550 | -15.71% | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 341,091 | 2,104 | 0.71% | 0.69% | 15 | +2,512 | 0.74% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 330,711 | 2,040 | 0.03% | 0.03% | 16 | -4,560 | -1.36% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 261,588 | 1,613 | 0.02% | 0.03% | 17 | -16,816 | -6.04% | Q4 2025 | Jan 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 237,540 | 1,465 | 0.03% | 0.02% | 18 | +72,954 | 44.33% | Q4 2025 | Jan 13, 2026 |
| LORD, ABBETT & CO. LLC | History | New | 200,000 | 1,234 | 0.0% | — | 19 | +200,000 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 194,125 | 1,197 | 0.0% | 0.0% | 20 | -3,238 | -1.64% | Q4 2025 | Feb 10, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 187,555 | 1,157 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 173,085 | 1,068 | 0.01% | 0.01% | 22 | -864 | -0.5% | Q4 2025 | Jan 05, 2026 |
| 1607 Capital Partners, LLC | History | No change | 159,401 | 983 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 136,099 | 839 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 123,005 | 758 | 0.11% | 0.11% | 25 | -4,077 | -3.21% | Q4 2025 | Feb 09, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 122,251 | 754 | 0.15% | 0.16% | 26 | -4,773 | -3.76% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 112,793 | 695 | 0.0% | 0.0% | 27 | +1,458 | 1.31% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Reduced | 103,417 | 638 | 0.0% | 0.0% | 28 | -2,134 | -2.02% | Q4 2025 | Feb 19, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 100,339 | 619 | 0.37% | — | 29 | +100,339 | New | Q4 2025 | Feb 11, 2026 |
| Bridgewater Advisors Inc. | History | No change | 92,770 | 561 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PFS Partners, LLC | History | Added to | 90,790 | 560 | 0.26% | 0.25% | 31 | +1,386 | 1.55% | Q4 2025 | Jan 16, 2026 |
| Noble Wealth Management PBC | History | Reduced | 83,278 | 513 | 0.26% | 0.27% | 32 | -850 | -1.01% | Q4 2025 | Jan 05, 2026 |
| Opal Wealth Advisors, LLC | History | New | 81,005 | 499 | 0.13% | — | 33 | +81,005 | New | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 73,353 | 452 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 60,728 | 374 | 0.0% | 0.0% | 35 | -6,501 | -9.67% | Q4 2025 | Feb 13, 2026 |
| Palogic Value Management, L.P. | History | Added to | 54,030 | 333 | 0.14% | 0.12% | 36 | +5,555 | 11.46% | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | No change | 50,000 | 309 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gridiron Partners, LLC | History | Reduced | 48,891 | 301 | 0.17% | 0.16% | 38 | -318,895 | -86.71% | Q4 2025 | Jan 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 47,611 | 293 | 0.0% | 0.0% | 39 | -1,657 | -3.36% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | New | 44,305 | 273 | 0.0% | — | 40 | +44,305 | New | Q4 2025 | Feb 17, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 44,111 | 272 | 0.16% | 0.15% | 41 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 42,860 | 264 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 42,452 | 261 | 0.0% | 0.0% | 43 | +5,833 | 15.93% | Q4 2025 | Feb 06, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 38,762 | 239 | 0.1% | 0.12% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 38,573 | 237 | 0.16% | 0.16% | 45 | -730 | -1.86% | Q4 2025 | Jan 08, 2026 |
| Camelot Portfolios, LLC | History | Added to | 38,173 | 235 | 0.14% | 0.13% | 46 | +38 | 0.1% | Q4 2025 | Jan 29, 2026 |
| Traub Capital Management LLC | History | No change | 37,810 | 233 | 0.22% | 0.22% | 47 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 37,504 | 231 | 0.01% | 0.02% | 48 | -7,857 | -17.32% | Q4 2025 | Feb 13, 2026 |
| Catalina Capital Group, LLC | History | No change | 36,500 | 225 | 0.14% | 0.13% | 49 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 33,469 | 206 | 0.02% | 0.02% | 50 | +187 | 0.56% | Q4 2025 | Feb 06, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 29,156 | 179 | 0.07% | 0.07% | 51 | +82 | 0.28% | Q4 2025 | Feb 05, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 28,930 | 178 | 0.02% | — | 52 | +28,930 | New | Q4 2025 | Feb 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 28,035 | 172 | 0.01% | — | 53 | +28,035 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 25,722 | 158 | 0.0% | 0.0% | 54 | -4,537 | -14.99% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 23,259 | 143 | 0.0% | 0.0% | 55 | +4,775 | 25.83% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 21,907 | 135 | 0.0% | 0.0% | 56 | +11,692 | 114.46% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,237 | 124 | 0.0% | 0.0% | 57 | +5,133 | 33.98% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 18,877 | 116 | 0.0% | 0.0% | 58 | +240 | 1.29% | Q4 2025 | Feb 17, 2026 |
| Novak & Powell Financial Services, Inc. | History | New | 18,030 | 111 | 0.06% | — | 59 | +18,030 | New | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,014 | 98 | 0.0% | 0.0% | 60 | +829 | 5.46% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 15,331 | 95 | 0.0% | 0.0% | 61 | +2,765 | 22.0% | Q4 2025 | Feb 11, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 15,443 | 95 | 0.03% | 0.03% | 62 | +237 | 1.56% | Q4 2025 | Jan 23, 2026 |
| Realta Investment Advisors | History | No change | 15,247 | 94 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 14,254 | 87 | 0.0% | 0.0% | 64 | +12 | 0.08% | Q4 2025 | Feb 18, 2026 |
| BOKF, NA | History | New | 12,831 | 79 | 0.0% | — | 65 | +12,831 | New | Q4 2025 | Feb 03, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 12,214 | 75 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 12,057 | 74 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Everstar Asset Management, LLC | History | No change | 12,100 | 74 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Reduced | 11,853 | 73 | 0.0% | 0.0% | 69 | -341 | -2.8% | Q4 2025 | Feb 13, 2026 |
| Plan A Wealth LLC | History | No change | 10,500 | 64 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SMITH, MOORE & CO. | History | No change | 10,000 | 61 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | No change | 10,000 | 61 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 8,188 | 50 | 0.0% | 0.0% | 73 | -3 | -0.04% | Q4 2025 | Feb 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 6,970 | 43 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 6,460 | 39 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | No change | 6,023 | 37 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | Added to | 5,003 | 30 | 0.0% | 0.0% | 77 | +1,562 | 45.39% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,758 | 29 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,733 | 23 | 0.0% | — | 79 | +3,733 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,570 | 16 | 0.0% | — | 80 | +2,570 | New | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | Added to | 2,162 | 13 | 0.01% | 0.01% | 81 | +33 | 1.55% | Q4 2025 | Feb 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,447 | 8 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,000 | 6 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 500 | 3 | 0.0% | — | 84 | +500 | New | Q4 2025 | Feb 10, 2026 |
| WHITEBOX ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -335,217 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -72,059 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -61,178 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,340 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lee Financial Co | History | Closed out | 0 | 0 | — | 0.02% | — | -29,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,593 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Matisse Capital | History | Closed out | 0 | 0 | — | 0.05% | — | -19,352 | -100.0% | Q3 2025 | Oct 29, 2025 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,300 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,341 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,856 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,737 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -565 | -100.0% | Q3 2025 | Oct 28, 2025 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |