36 institutions reported holding $34.0M of DTF TAX-FREE INCOME 2028 TER (DTF) in SEC 13F filings for 2026-03-31. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($10.6M), Focus Partners Wealth ($5.4M), Almitas Capital LLC ($4.1M), Beverly Hills Private Wealth, LLC ($3.9M), Hara Capital LLC ($3.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $10.6M | 923,460 | Added |
| 2 | Focus Partners Wealth | $5.4M | 450,151 | Trimmed |
| 3 | Almitas Capital LLC | $4.1M | 355,089 | Added |
| 4 | Beverly Hills Private Wealth, LLC | $3.9M | 336,342 | Added |
| 5 | Hara Capital LLC | $3.5M | 303,989 | Added |
| 6 | 1607 Capital Partners, LLC | $1.2M | 105,609 | Added |
| 7 | MORGAN STANLEY | $947,787 | 82,776 | Added |
| 8 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $813,087 | 71,012 | Hold |
| 9 | Avise Financial Cooperative, Inc. | $538,471 | 47,028 | Added |
| 10 | LPL Financial LLC | $426,889 | 37,283 | Added |
| 11 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $416,837 | 36,405 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $314,680 | 27,483 | Added |
| 13 | Basepoint Wealth LLC | $226,779 | 19,806 | Added |
| 14 | Karpus Management, Inc. | $219,966 | 19,211 | Trimmed |
| 15 | Corps Capital Advisors, LLC | $217,550 | 19,000 | Hold |
| 16 | Sanctuary Advisors, LLC | $209,535 | 18,300 | Trimmed |
| 17 | Corient Private Wealth LLC | $200,844 | 17,541 | Trimmed |
| 18 | Nuveen, LLC | $184,082 | 16,077 | Hold |
| 19 | Savvy Advisors, Inc. | $166,540 | 14,545 | Hold |
| 20 | Closed-End Fund Advisors, Inc. | $165,258 | 14,433 | Hold |
| 21 | Thomas J. Herzfeld Advisors, Inc. | $156,338 | 13,654 | New |
| 22 | MELFA WEALTH MANAGEMENT, INC. | $125,254 | 10,939 | Hold |
| 23 | Financial Gravity Asset Management, Inc. | $37,006 | 3,232 | New |
| 24 | OSAIC HOLDINGS, INC. | $18,560 | 1,620 | Added |
| 25 | Centennial Bank/AR/ | $17,175 | 1,500 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31