LEO

Bny Mellon Strategic MuniETF
UnclassifiedUSCUSIP 05588W108◍ Confluence graph
Tracked 13F Holders
82
-32 QoQ
13F Value (tracked)
$112.6M
13F Moves · latest Q
11 added
10 trimmed
Recent Filings
15

Who owns LEO?

82 tracked 13F filers

82 tracked 13F filers disclose a position in LEO as of the latest SEC 13F filings, a combined $112.6M 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
$23.5M
3.7M
−1.1%
Reduced · −42K sh
Q1 2026
2RIVERNORTH CAPITAL MANAGEMENT, LLC
$12.5M
2.0M
−9.6%
Reduced · −210K sh
Q1 2026
3Hennion & Walsh Asset Management, Inc.
$10.9M
1.7M
+111%
Added · +885K sh
Q2 2026
4Bulldog Investors, LLP
$9.8M
1.5M
−4.2%
Reduced · −66K sh
Q2 2026
5GUGGENHEIM CAPITAL LLC
$8.1M
1.3M
−16%
Reduced · −251K sh
Q1 2026
6WELLS FARGO & COMPANY/MN
$6.3M
1.0M
+4.9%
Added · +47K sh
Q1 2026
7ROBINSON CAPITAL MANAGEMENT, LLC
$5.7M
877K
Held
Q2 2026
8VAN ECK ASSOCIATES CORP
Withheld
580K
+13%
Added · +68K sh
Q1 2026
9Allspring Global Investments Holdings, LLC
$3.4M
528K
Held
Q2 2026
10Gridiron Partners, LLC
$2.6M
405K
+19%
Added · +64K sh
Q2 2026
11CAPSTONE INVESTMENT ADVISORS, LLC
$2.5M
380K
Held
Q2 2026
12MORGAN STANLEY
$1.8M
279K
−51%
Reduced · −286K sh
Q1 2026
13CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
$1.7M
271K
Held
Q2 2026
14Fiera Capital Corp
$1.6M
247K
+45%
Added · +77K sh
Q2 2026
15ENVESTNET ASSET MANAGEMENT INC
$1.4M
226K
+0.7%
Added · +2K sh
Q1 2026
161607 Capital Partners, LLC
$1.3M
206K
Held
Q2 2026
17Bank of New York Mellon Corp
$1.2M
196K
+0.3%
Added · +555 sh
Q1 2026
18&PARTNERS
$1.2M
181K
+15%
Added · +23K sh
Q2 2026
19BANK OF AMERICA CORP /DE/
$1.0M
163K
−21%
Reduced · −43K sh
Q1 2026
20LPL Financial LLC
$1.0M
161K
−4.1%
Reduced · −7K sh
Q1 2026
21RAYMOND JAMES FINANCIAL INC
$957K
152K
−1.0%
Reduced · −2K sh
Q1 2026
22RIVERBRIDGE PARTNERS LLC
$892K
138K
−61%
Reduced · −220K sh
Q2 2026
23TORONTO DOMINION BANK
$765K
122K
New
+122K sh
Q1 2026
24BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
$777K
120K
−4.7%
Reduced · −6K sh
Q2 2026
25Traub Capital Management LLC
$752K
116K
−2.2%
Reduced · −3K 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 LEO being bought or sold by institutions?

Last quarter, 2 funds opened a new position in LEO and 9 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)
2
funds
Added
9
funds
Reduced
10
funds
Exited
0
funds

Funds that own LEO also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT33 funds$21.7B
APPLE INCAAPL30 funds$24.8B
NVIDIA CORPNVDA29 funds$30.2B
AMAZON.COM INCAMZN28 funds$15.8B
BROADCOM INCAVGO28 funds$13.8B
ALPHABET INC-CL AGOOGL28 funds$12.8B
HOME DEPOT INCHD28 funds$2.6B
ALPHABET INC-CL CGOOG27 funds$10.7B
META PLATFORMS INC-CLASS AMETA27 funds$7.5B
TESLA INCTSLA27 funds$6.3B
ELI LILLY & COLLY27 funds$5.9B
JPMORGAN CHASE & COJPM27 funds$5.4B

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

Institutional ownership over time

45 funds-18 since Q3 2024
04182Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $40.4M

Recent filings

15 shown

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Connected entities for LEO

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Ask your agent what changed in LEO

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/LEO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LEO.
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 LEO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.