DTF TAX-FREE INCOME 2028 TER (DTF) Institutional Shareholders
DTF TAX-FREE INCOME 2028 TER (DTF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $36.18M in DTF holdings during the latest filing period.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of DTF tracked by InsiderSet, reporting ownership valued at approximately $12.90M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.82M, representing an estimated loss of -0.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed DTF value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Focus Partners Wealth, Almitas Capital Llc, and several other long-term asset managers with concentrated positions in DTF TAX-FREE INCOME 2028 TER (DTF).
This page ranks the largest institutional DTF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
30
Total Reported Value
$36.18M
Largest Holder
Sit Investment Associates Inc
Largest Position
$12.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 0.24% | 1,116,707 | $12,898,000 | $12,819,796 | -$78,204 | -0.61% | |
| Focus Partners Wealth | 0.01% | 425,402 | $4,913,408 | $4,883,615 | -$29,793 | -0.61% | |
| Almitas Capital Llc | 0.98% | 355,089 | $4,101,278 | $4,076,422 | -$24,856 | -0.61% | |
| Beverly Hills Private Wealth, Llc | 0.75% | 335,921 | $3,879,890 | $3,856,373 | -$23,517 | -0.61% | |
| Hara Capital Llc | 1.87% | 307,689 | $3,553,808 | $3,532,270 | -$21,538 | -0.61% | |
| Morgan Stanley | 0.00% | 79,776 | $921,417 | $915,828 | -$5,589 | -0.61% | |
| City Of London Investment Management Co Ltd | 0.05% | 71,012 | $820,189 | $815,218 | -$4,971 | -0.61% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.23% | 65,258 | $753,730 | $749,162 | -$4,568 | -0.61% | |
| 1607 Capital Partners, Llc | 0.06% | 64,091 | $740,251 | $735,765 | -$4,486 | -0.61% | |
| Lpl Financial Llc | 0.00% | 61,895 | $714,884 | $710,555 | -$4,329 | -0.61% | |
| Avise Financial Cooperative, Inc. | 0.38% | 46,934 | $542,088 | $538,802 | -$3,286 | -0.61% | |
| 49 Wealth Management, Llc | 0.05% | 22,315 | $257,738 | $256,176 | -$1,562 | -0.61% | |
| Basepoint Wealth Llc | 0.13% | 19,472 | $224,900 | $223,539 | -$1,361 | -0.61% | |
| Karpus Management, Inc. | 0.01% | 19,211 | $221,887 | $220,542 | -$1,345 | -0.61% | |
| Corps Capital Advisors, Llc | 0.18% | 19,000 | $219,450 | $218,120 | -$1,330 | -0.61% | |
| Corient Private Wealth Llc | 0.00% | 17,518 | $202,333 | $201,107 | -$1,226 | -0.61% | |
| Nuveen, Llc | 0.00% | 16,077 | $185,689 | $184,564 | -$1,125 | -0.61% | |
| Closed-End Fund Advisors, Inc. | 0.18% | 15,976 | $184,523 | $183,404 | -$1,119 | -0.61% | |
| Susquehanna International Group, Llp | 0.00% | 15,223 | $175,826 | $174,760 | -$1,066 | -0.61% | |
| Savvy Advisors, Inc. | 0.00% | 14,545 | $167,995 | $166,977 | -$1,018 | -0.61% | |
| Citadel Advisors Llc | 0.00% | 13,404 | $154,816 | $153,878 | -$938 | -0.61% | |
| Melfa Wealth Management, Inc. | 0.07% | 10,939 | $126,348 | $125,580 | -$768 | -0.61% | |
| Sanctuary Advisors, Llc | 0.00% | 10,000 | $115,500 | $114,800 | -$700 | -0.61% | |
| Financial Gravity Asset Management, Inc. | 0.01% | 3,232 | $37,006 | $37,103 | +$97 | +0.26% | |
| Osaic Holdings, Inc. | 0.00% | 1,626 | $18,783 | $18,666 | -$117 | -0.62% | |
| Centennial Bank/Ar/ | 0.01% | 1,500 | $17,325 | $17,220 | -$105 | -0.61% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 1,250 | $14,438 | $14,350 | -$88 | -0.61% | |
| Wells Fargo & Company/Mn | 0.00% | 501 | $5,789 | $5,751 | -$38 | -0.65% | |
| Prestige Wealth Management Group Llc | 0.00% | 400 | $4,620 | $4,592 | -$28 | -0.61% | |
| Ubs Group Ag | 0.00% | 333 | $3,846 | $3,823 | -$23 | -0.60% |
Frequently asked questions about DTF
Who owns the most DTF stock?
The largest holders of DTF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DTF TAX-FREE INCOME 2028 TER (DTF).
Is DTF widely held by superinvestors?
Many widely followed stocks like DTF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DTF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.