DSM

Bnym Strat Muni BNDETF
UnclassifiedUSCUSIP 09662E109◍ Confluence graph
Tracked 13F Holders
75
-30 QoQ
13F Value (tracked)
$102.9M
13F Moves · latest Q
16 added
10 trimmed
Recent Filings
15

Who owns DSM?

75 tracked 13F filers

75 tracked 13F filers disclose a position in DSM as of the latest SEC 13F filings, a combined $102.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Pathstone Holdings, LLC
$19.2M
3.2M
−3.0%
Reduced · −100K sh
Q1 2026
2Bulldog Investors, LLP
$18.9M
3.1M
−9.1%
Reduced · −308K sh
Q2 2026
3RIVERNORTH CAPITAL MANAGEMENT, LLC
$10.0M
1.7M
+99%
Added · +825K sh
Q1 2026
4Hennion & Walsh Asset Management, Inc.
$9.1M
1.5M
+88%
Added · +690K sh
Q2 2026
5GUGGENHEIM CAPITAL LLC
$6.1M
1.0M
−18%
Reduced · −218K sh
Q1 2026
6Karpus Management, Inc.
$5.7M
940K
−1.2%
Reduced · −11K sh
Q1 2026
7Almitas Capital LLC
$4.7M
758K
−18%
Reduced · −168K sh
Q2 2026
8LPL Financial LLC
$3.4M
574K
−1.6%
Reduced · −9K sh
Q1 2026
9ROBINSON CAPITAL MANAGEMENT, LLC
$2.9M
467K
+9.8%
Added · +42K sh
Q2 2026
10VAN ECK ASSOCIATES CORP
Withheld
417K
+13%
Added · +47K sh
Q1 2026
11WELLS FARGO & COMPANY/MN
$2.5M
408K
+0.8%
Added · +3K sh
Q1 2026
12MORGAN STANLEY
$1.7M
281K
−22%
Reduced · −81K sh
Q1 2026
13Fiera Capital Corp
$1.6M
258K
−3.8%
Reduced · −10K sh
Q2 2026
14Thomas J. Herzfeld Advisors, Inc.
$1.2M
196K
+19%
Added · +31K sh
Q2 2026
15ENVESTNET ASSET MANAGEMENT INC
$1.2M
192K
−1.1%
Reduced · −2K sh
Q1 2026
16CAPSTONE INVESTMENT ADVISORS, LLC
$1.2M
188K
Held
Q2 2026
171607 Capital Partners, LLC
$980K
159K
Held
Q2 2026
18Nuveen, LLC
$818K
136K
Held
Q1 2026
19Summit Trail Advisors, LLC
$689K
112K
−4.1%
Reduced · −5K sh
Q2 2026
20BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
$662K
108K
−1.4%
Reduced · −2K sh
Q2 2026
21Closed-End Fund Advisors, Inc.
$617K
100K
Held
Q2 2026
22PFS Partners, LLC
$573K
93K
+1.4%
Added · +1K sh
Q2 2026
23Bridgewater Advisors Inc.
$538K
93K
Held
Q2 2026
24UBS Group AG
$556K
93K
−18%
Reduced · −20K sh
Q1 2026
25Ackerman Capital Advisors, LLC
$563K
92K
−23%
Reduced · −27K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DSM being bought or sold by institutions?

Last quarter, 5 funds opened a new position in DSM and 11 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
11
funds
Reduced
10
funds
Exited
0
funds

Funds that own DSM also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT32 funds$20.0B
APPLE INCAAPL30 funds$22.4B
BROADCOM INCAVGO29 funds$12.4B
SS SPDR S&P 500 ETF TRUST-USSPY29 funds$1.2B
NVIDIA CORPNVDA28 funds$27.3B
AMAZON.COM INCAMZN28 funds$14.2B
ALPHABET INC-CL AGOOGL28 funds$11.4B
ELI LILLY & COLLY28 funds$5.3B
JPMORGAN CHASE & COJPM28 funds$4.9B
JOHNSON & JOHNSONJNJ28 funds$3.8B
CHEVRON CORPCVX28 funds$2.2B
ISHARES CORE S&P 500 ETFIVV28 funds$2.1B

Ranked by how many of DSM's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

44 funds-20 since Q3 2024
03774Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $29.8M

Recent filings

15 shown

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Connected entities for DSM

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Ask your agent what changed in DSM

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DSM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DSM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.