DTF TAX-FREE INCOME 2028 TER (DTF) Institutional Ownership Changes & 13F Activity

DTF TAX-FREE INCOME 2028 TER (DTF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sit Investment Associates Inc, Thomas J. Herzfeld Advisors, Inc., 1607 Capital Partners, Llc, Rivernorth Capital Management, Llc, and Focus Partners Wealth.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
1607 Capital Partners, LlcSell-41,518-39.3%64,091$740.25KQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+13,40413,404$154.82KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-23-0.1%17,518$202.33KQ2 2026Aug 27, 2026
49 Wealth Management, LlcBuy+22,31522,315$257.74KQ2 2026Aug 18, 2026
Susquehanna International Group, LlpSell-12,260-44.6%15,223$175.83KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+6+0.4%1,626$18.78KQ2 2026Aug 14, 2026
Sanctuary Advisors, LlcSell-8,300-45.4%10,000$115.50KQ2 2026Aug 13, 2026
Morgan StanleySell-3,000-3.6%79,776$921.42KQ2 2026Aug 13, 2026
Ubs Group AgSell-1,025-75.5%333$3.85KQ2 2026Aug 13, 2026
Sit Investment Associates IncBuy+193,247+20.9%1,116,707$12.90MQ2 2026Aug 12, 2026
Focus Partners WealthSell-24,749-5.5%425,402$4.91MQ2 2026Aug 12, 2026
Hara Capital LlcBuy+3,700+1.2%307,689$3.55MQ2 2026Aug 11, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+51,604+377.9%65,258$753.73KQ2 2026Aug 10, 2026
Basepoint Wealth LlcSell-334-1.7%19,472$224.90KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+24,612+66.0%61,895$714.88KQ2 2026Aug 07, 2026
Beverly Hills Private Wealth, LlcSell-421-0.1%335,921$3.88MQ2 2026Aug 07, 2026
Avise Financial Cooperative, Inc.Sell-94-0.2%46,934$542.09KQ2 2026Aug 06, 2026
Closed-End Fund Advisors, Inc.Buy+1,543+10.7%15,976$184.52KQ2 2026Jul 27, 2026
Rivernorth Capital Management, LlcSell-36,405-100.0%0$0.00Q2 2026May 15, 2026
Fmr LlcSell-1-100.0%0$0.00Q2 2026May 15, 2026
Wfa Of San Diego, LlcSell-1,000-100.0%0$0.00Q2 2026May 11, 2026
Financial Gravity Asset Management, Inc.Sell-3,232-100.0%0$0.00Q2 2026May 08, 2026
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Frequently asked questions about DTF activity

  • Which institutional owners are buying DTF?

    Institutional owners buying DTF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DTF activity?

    "Buy" means an investor increased their reported position in DTF compared to the prior reporting period. This reflects growing exposure to DTF TAX-FREE INCOME 2028 TER (DTF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DTF increasing?

    Institutional interest in DTF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.