Who Owns DTF TAX FREE INCOME 2028 TERM (DTF)? -- Institutional Holders (2026-06-30)

34 institutions reported holding $36.4M of DTF TAX FREE INCOME 2028 TERM (DTF) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($12.9M), Focus Partners Wealth ($4.9M), Almitas Capital LLC ($4.1M), Beverly Hills Private Wealth, LLC ($3.9M), Hara Capital LLC ($3.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	SIT INVESTMENT ASSOCIATES INC	$12.9M	1.1M	Added
2	Focus Partners Wealth	$4.9M	425,402	Trimmed
3	Almitas Capital LLC	$4.1M	355,089	Hold
4	Beverly Hills Private Wealth, LLC	$3.9M	335,921	Trimmed
5	Hara Capital LLC	$3.6M	307,689	Added
6	MORGAN STANLEY	$921,417	79,776	Trimmed
7	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	$820,189	71,012	Hold
8	Thomas J. Herzfeld Advisors, Inc.	$753,730	65,258	Added
9	1607 Capital Partners, LLC	$740,251	64,091	Trimmed
10	LPL Financial LLC	$714,884	61,895	Added
11	Avise Financial Cooperative, Inc.	$542,088	46,934	Trimmed
12	49 WEALTH MANAGEMENT, LLC	$257,738	22,315	New
13	ALONGSIDE, LLC	$257,738	22,315	New
14	Basepoint Wealth LLC	$224,900	19,472	Trimmed
15	Karpus Management, Inc.	$221,887	19,211	Hold
16	Corps Capital Advisors, LLC	$219,450	19,000	Hold
17	Corient Private Wealth LLC	$202,333	17,518	Trimmed
18	Nuveen, LLC	$185,689	16,077	Hold
19	Closed-End Fund Advisors, Inc.	$184,523	15,976	Added
20	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$175,826	15,223	Trimmed
21	Savvy Advisors, Inc.	$167,995	14,545	Hold
22	CITADEL ADVISORS LLC	$154,816	13,404	New
23	MELFA WEALTH MANAGEMENT, INC.	$126,348	10,939	Hold
24	Sanctuary Advisors, LLC	$115,500	10,000	Trimmed
25	Financial Gravity Companies, Inc.	$37,330	3,232	Hold

Source: SEC Form 13F filings · as of 2026-06-30