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DTF
DTF Tax-Free Income 2028 Term Fund Inc.• Financial Services
Institutional holders
26
As of Q2 2026
Total 13F value
$37.2M
Sum of disclosed positions
New positions
3
This quarter
Sold positions
3
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC Sit Investment Associates Inc | $12.9M | 1.12M | 0.24% | +20.9% |
| Focus Partners Wealth Colony Group Llc | $4.9M | 425.4K | 0.01% | -5.5% |
| Almitas Capital LLC Almitas Capital Llc | $4.1M | 355.1K | 0.98% | Unchanged |
| Beverly Hills Private Wealth, LLC Beverly Hills Private Wealth, Llc | $3.9M | 335.9K | 0.64% | -0.1% |
| Hara Capital LLC Hara Capital Llc | $3.6M | 307.7K | 1.87% | +1.2% |
| 1607 Capital Partners, LLC 1607 Capital Partners, Llc | $2.2M | 192.3K | 0.06% | -39.3% |
| MORGAN STANLEY Morgan Stanley | $921K | 79.8K | 0.00% | -3.6% |
| Thomas J. Herzfeld Advisors, Inc. Thomas J. Herzfeld Advisors, Inc. | $754K | 65.3K | 0.23% | +377.9% |
| LPL Financial LLC Lpl Financial Llc | $715K | 61.9K | 0.00% | +66.0% |
| Corient Private Wealth LP Ci Private Wealth, Llc | $608K | 52.6K | 0.00% | Unchanged |
| Avise Financial Cooperative, Inc. Avise Financial Cooperative, Inc. | $542K | 46.9K | 0.38% | -0.2% |
| 49 WEALTH MANAGEMENT, LLC 49 Wealth Management, Llc | $515K | 44.6K | 0.05% | New Position |
| CITADEL ADVISORS LLC Citadel Advisors | $310K | 26.8K | 0.00% | New Position |
| ALONGSIDE, LLC Alongside, Llc | $258K | 22.3K | 0.05% | New Position |
| Basepoint Wealth LLC Basepoint Wealth Llc | $225K | 19.5K | 0.13% | -1.7% |
| Karpus Management, Inc. Karpus Management, Inc. | $222K | 19.2K | 0.01% | Unchanged |
| Nuveen, LLC Nuveen, Llc | $186K | 16.1K | 0.00% | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP Susquehanna International Group, Llp | $176K | 15.2K | 0.00% | -44.6% |
| Sanctuary Advisors, LLC Sanctuary Advisors, Llc | $116K | 10.0K | 0.00% | -45.4% |
| Financial Gravity Companies, Inc. Financial Gravity Companies, Inc. | $37K | 3.2K | 0.01% | Unchanged |
| OSAIC HOLDINGS, INC. Advisor Group Holdings, Inc. | $19K | 1.6K | 0.00% | +0.4% |
| Centennial Bank/AR/ Centennial Bank/Ar/ | $17K | 1.5K | 0.01% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. Pinnacle Wealth Planning Services, Inc. | $14K | 1.3K | 0.00% | Unchanged |
| WELLS FARGO & COMPANY/MN Wells Fargo & Company/Mn | $6K | 501 | 0.00% | Unchanged |
| Prestige Wealth Management Group LLC Prestige Wealth Management Group Llc | $5K | 400 | 0.00% | Unchanged |
| UBS Group AG Ubs Group Ag | $4K | 333 | 0.00% | -75.5% |