Who owns DTF Tax-Free Income 2028 Term Fund Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DTF from SEC Form 13F filings across 31 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 31 institutions disclosed 3.2M shares of DTF Tax-Free Income 2028 Term Fund Inc. worth $36.4M — about 44.9% of shares outstanding; the largest disclosed holder is SIT INVESTMENT ASSOCIATES INC. Source: SEC Form 13F filings, parsed by EvidInvest.
31
13F holders
$36.4M
value, 2026 filers
44.9%
of shares outstanding (3.2M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DTF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 1.1M | $12.9M | 0.2% | 15.9% | +20.9% |
| 2 | Focus Partners Wealth | 425,402 | $4.9M | 0.0% | 6.1% | -5.5% |
| 3 | Almitas Capital LLC | 355,089 | $4.1M | 1.0% | 5.1% | 0.0% |
| 4 | Beverly Hills Private Wealth, LLC | 335,921 | $3.9M | 0.7% | 4.8% | -0.1% |
| 5 | Hara Capital LLC | 307,689 | $3.6M | 1.9% | 4.4% | +1.2% |
| 6 | MORGAN STANLEY | 79,776 | $921,417 | 0.0% | 1.1% | -3.6% |
| 7 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 71,012 | $820,189 | 0.0% | 1% | 0.0% |
| 8 | Thomas J. Herzfeld Advisors, Inc. | 65,258 | $753,730 | 0.2% | 0.9% | +377.9% |
| 9 | 1607 Capital Partners, LLC | 64,091 | $740,251 | 0.1% | 0.9% | -39.3% |
| 10 | LPL Financial LLC | 61,895 | $714,884 | 0.0% | 0.9% | +66.0% |
| 11 | Avise Financial Cooperative, Inc. | 46,934 | $542,088 | 0.4% | 0.7% | -0.2% |
| 12 | 49 WEALTH MANAGEMENT, LLCNEW | 22,315 | $257,738 | 0.0% | 0.3% | new |
| 13 | ALONGSIDE, LLCNEW | 22,315 | $257,738 | 0.0% | 0.3% | new |
| 14 | Basepoint Wealth LLC | 19,472 | $224,900 | 0.1% | 0.3% | -1.7% |
| 15 | Karpus Management, Inc. | 19,211 | $221,887 | 0.0% | 0.3% | 0.0% |
| 16 | Corps Capital Advisors, LLC | 19,000 | $219,450 | 0.2% | 0.3% | 0.0% |
| 17 | Corient Private Wealth LP | 17,518 | $202,333 | 0.0% | 0.2% | -0.1% |
| 18 | Nuveen, LLC | 16,077 | $185,689 | 0.0% | 0.2% | 0.0% |
| 19 | Closed-End Fund Advisors, Inc. | 15,976 | $184,523 | 0.2% | 0.2% | +10.7% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,223 | $175,826 | 0.0% | 0.2% | -44.6% |
| 21 | Savvy Advisors, Inc. | 14,545 | $167,995 | 0.0% | 0.2% | 0.0% |
| 22 | CITADEL ADVISORS LLCNEW | 13,404 | $154,816 | 0.0% | 0.2% | new |
| 23 | MELFA WEALTH MANAGEMENT, INC. | 10,939 | $126,348 | 0.1% | 0.2% | 0.0% |
| 24 | Sanctuary Advisors, LLC | 10,000 | $115,500 | 0.0% | 0.1% | -45.4% |
| 25 | Financial Gravity Companies, Inc.NEW | 3,232 | $37,330 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.