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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | Sell | -41,518 | -39.3% | 64,091 | $740.25K | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Buy | +13,404 | — | 13,404 | $154.82K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -23 | -0.1% | 17,518 | $202.33K | Q2 2026 | Aug 27, 2026 |
| 49 Wealth Management, Llc | Buy | +22,315 | — | 22,315 | $257.74K | Q2 2026 | Aug 18, 2026 |
| Susquehanna International Group, Llp | Sell | -12,260 | -44.6% | 15,223 | $175.83K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +6 | +0.4% | 1,626 | $18.78K | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, Llc | Sell | -8,300 | -45.4% | 10,000 | $115.50K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -3,000 | -3.6% | 79,776 | $921.42K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -1,025 | -75.5% | 333 | $3.85K | Q2 2026 | Aug 13, 2026 |
| Sit Investment Associates Inc | Buy | +193,247 | +20.9% | 1,116,707 | $12.90M | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -24,749 | -5.5% | 425,402 | $4.91M | Q2 2026 | Aug 12, 2026 |
| Hara Capital Llc | Buy | +3,700 | +1.2% | 307,689 | $3.55M | Q2 2026 | Aug 11, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +51,604 | +377.9% | 65,258 | $753.73K | Q2 2026 | Aug 10, 2026 |
| Basepoint Wealth Llc | Sell | -334 | -1.7% | 19,472 | $224.90K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +24,612 | +66.0% | 61,895 | $714.88K | Q2 2026 | Aug 07, 2026 |
| Beverly Hills Private Wealth, Llc | Sell | -421 | -0.1% | 335,921 | $3.88M | Q2 2026 | Aug 07, 2026 |
| Avise Financial Cooperative, Inc. | Sell | -94 | -0.2% | 46,934 | $542.09K | Q2 2026 | Aug 06, 2026 |
| Closed-End Fund Advisors, Inc. | Buy | +1,543 | +10.7% | 15,976 | $184.52K | Q2 2026 | Jul 27, 2026 |
| Rivernorth Capital Management, Llc | Sell | -36,405 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Fmr Llc | Sell | -1 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Wfa Of San Diego, Llc | Sell | -1,000 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Financial Gravity Asset Management, Inc. | Sell | -3,232 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
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.
Related DTF Institutional Insights
- DTF Overview
- DTF 13F Institutional Holders
- DTF Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- DTF Insider Trading & SEC Form 4 Activity
- DTF Articles
- Top Institutional Investor Stock Rankings