DTF Institutional Ownership & Shareholders
DTF TAX-FREE INCOME 2028 TER (DTF) is currently held by 31 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $36.17M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $12.76M, representing an estimated loss of -1.04% 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
31
Total Reported Value
$36.17M
Largest Holder
Sit Investment Associates Inc
Largest Position
$12.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
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 | $12,763,961 | -$134,039 | -1.04% | |
| Focus Partners Wealth | 0.01% | 425,402 | $4,913,408 | $4,862,345 | -$51,063 | -1.04% | |
| Almitas Capital Llc | 0.98% | 355,089 | $4,101,278 | $4,058,667 | -$42,611 | -1.04% | |
| Beverly Hills Private Wealth, Llc | 0.75% | 335,921 | $3,879,890 | $3,839,577 | -$40,313 | -1.04% | |
| Hara Capital Llc | 1.64% | 303,289 | $3,415,034 | $3,466,593 | +$51,559 | +1.51% | |
| Morgan Stanley | 0.00% | 79,776 | $921,417 | $911,840 | -$9,577 | -1.04% | |
| City Of London Investment Management Co Ltd | 0.05% | 71,012 | $799,595 | $811,667 | +$12,072 | +1.51% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.23% | 65,258 | $753,730 | $745,899 | -$7,831 | -1.04% | |
| 1607 Capital Partners, Llc | 0.06% | 64,091 | $740,251 | $732,560 | -$7,691 | -1.04% | |
| Lpl Financial Llc | 0.00% | 61,895 | $714,884 | $707,460 | -$7,424 | -1.04% | |
| Avise Financial Cooperative, Inc. | 0.38% | 46,934 | $542,088 | $536,456 | -$5,632 | -1.04% | |
| 49 Wealth Management, Llc | 0.05% | 22,315 | $257,738 | $255,060 | -$2,678 | -1.04% | |
| Basepoint Wealth Llc | 0.13% | 19,472 | $224,900 | $222,565 | -$2,335 | -1.04% | |
| Karpus Management, Inc. | 0.01% | 19,211 | $221,887 | $219,582 | -$2,305 | -1.04% | |
| Corps Capital Advisors, Llc | 0.18% | 19,000 | $219,450 | $217,170 | -$2,280 | -1.04% | |
| Corient Private Wealth Llc | 0.00% | 17,518 | $202,333 | $200,231 | -$2,102 | -1.04% | |
| Nuveen, Llc | 0.00% | 16,077 | $185,689 | $183,760 | -$1,929 | -1.04% | |
| Closed-End Fund Advisors, Inc. | 0.18% | 15,976 | $184,523 | $182,606 | -$1,917 | -1.04% | |
| Susquehanna International Group, Llp | 0.00% | 15,223 | $175,826 | $173,999 | -$1,827 | -1.04% | |
| Savvy Advisors, Inc. | 0.00% | 14,545 | $167,995 | $166,249 | -$1,746 | -1.04% | |
| Latitude Advisors, Llc | 0.05% | 13,879 | $156,276 | $158,637 | +$2,361 | +1.51% | |
| Citadel Advisors Llc | 0.00% | 13,404 | $154,816 | $153,208 | -$1,608 | -1.04% | |
| Melfa Wealth Management, Inc. | 0.07% | 10,939 | $126,348 | $125,033 | -$1,315 | -1.04% | |
| Sanctuary Advisors, Llc | 0.00% | 10,000 | $115,500 | $114,300 | -$1,200 | -1.04% | |
| Financial Gravity Asset Management, Inc. | 0.01% | 3,232 | $37,006 | $36,942 | -$64 | -0.17% | |
| Osaic Holdings, Inc. | 0.00% | 1,626 | $18,783 | $18,585 | -$198 | -1.05% | |
| Centennial Bank/Ar/ | 0.01% | 1,500 | $17,325 | $17,145 | -$180 | -1.04% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 1,250 | $14,075 | $14,288 | +$213 | +1.51% | |
| Wells Fargo & Company/Mn | 0.00% | 501 | $5,789 | $5,726 | -$63 | -1.08% | |
| Prestige Wealth Management Group Llc | 0.00% | 400 | $4,620 | $4,572 | -$48 | -1.04% | |
| Ubs Group Ag | 0.00% | 333 | $3,846 | $3,806 | -$40 | -1.04% |
Frequently asked questions about DTF
Who are the largest institutional holders of DTF?
The largest institutional holders of DTF reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Focus Partners Wealth, Almitas Capital Llc, Beverly Hills Private Wealth, Llc, and Hara Capital Llc. InsiderSet ranks institutional holders by their latest reported DTF position.
What is DTF institutional ownership?
This page tracks DTF positions reported by institutional investment managers through SEC Form 13F. DTF TAX-FREE INCOME 2028 TER (DTF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DTF?
InsiderSet currently tracks 31 institutional managers reporting DTF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DTF shareholders.
How much DTF stock do institutions own?
Institutional investment managers disclosed approximately $36.17M in DTF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DTF institutional ownership last updated?
The latest DTF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DTF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DTF position after the reporting date.
Are institutions buying or selling DTF?
Institutional buying and selling can be analyzed by comparing DTF positions across consecutive 13F reporting periods. InsiderSet's DTF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DTF ownership changes.
How has DTF institutional ownership changed over time?
InsiderSet tracks DTF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.