Who owns DTF Tax-Free Income 2028 Term Fund Inc.?
Institutional ownership of DTF from SEC Form 13F filings across 21 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.
21
13F holders
$9.8M
value, 2026 filers
12.1%
of shares outstanding (848,386 sh)
2
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 | Focus Partners Wealth | 425,402 | $4.9M | 0.0% | 6.1% | -5.5% |
| 2 | MORGAN STANLEY | 79,776 | $921,417 | 0.0% | 1.1% | -3.6% |
| 3 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 71,012 | $820,189 | 0.0% | 1% | 0.0% |
| 4 | Thomas J. Herzfeld Advisors, Inc. | 65,258 | $753,730 | 0.2% | 0.9% | +377.9% |
| 5 | LPL Financial LLC | 61,895 | $714,884 | 0.0% | 0.9% | +66.0% |
| 6 | Basepoint Wealth LLC | 19,472 | $224,900 | 0.1% | 0.3% | -1.7% |
| 7 | Corps Capital Advisors, LLC | 19,000 | $219,450 | 0.2% | 0.3% | 0.0% |
| 8 | Corient Private Wealth LP | 17,541 | $202,599 | 0.0% | 0.2% | 0.0% |
| 9 | Nuveen, LLC | 16,077 | $185,689 | 0.0% | 0.2% | 0.0% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,223 | $175,826 | 0.0% | 0.2% | -44.6% |
| 11 | Savvy Advisors, Inc. | 14,545 | $167,995 | 0.0% | 0.2% | 0.0% |
| 12 | CITADEL ADVISORS LLCNEW | 13,404 | $154,816 | 0.0% | 0.2% | new |
| 13 | MELFA WEALTH MANAGEMENT, INC. | 10,939 | $126,348 | 0.1% | 0.2% | 0.0% |
| 14 | Sanctuary Advisors, LLC | 10,000 | $115,500 | 0.0% | 0.1% | -45.4% |
| 15 | Financial Gravity Companies, Inc.NEW | 3,232 | $37,330 | 0.0% | 0% | new |
| 16 | OSAIC HOLDINGS, INC. | 1,626 | $18,783 | 0.0% | 0% | +0.4% |
| 17 | Centennial Bank/AR/ | 1,500 | $17,325 | 0.0% | 0% | 0.0% |
| 18 | Pinnacle Wealth Planning Services, Inc. | 1,250 | $14,438 | 0.0% | 0% | 0.0% |
| 19 | WELLS FARGO & COMPANY/MN | 501 | $5,789 | 0.0% | 0% | 0.0% |
| 20 | Prestige Wealth Management Group LLC | 400 | $4,620 | 0.0% | 0% | 0.0% |
| 21 | UBS Group AG | 333 | $3,846 | 0.0% | 0% | -75.5% |
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.