DTF Tax-Free Income 2028 TER (DTF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Beverly Hills Private Wealth, LLC

DECREASED

Shares334,227 from 335,921

Change-1,694 (0%)

Value$3.8M (-$116.5K)

Filed 2026-11-04

Hara Capital LLC

DECREASED

Shares303,289 from 307,689

Change-4,400 (-1%)

Value$3.4M (-$138.8K)

Filed 2026-10-30

LPL Financial LLC

INCREASED

Shares80,898 from 61,895

Change+19,003 (+31%)

Value$910.9K (+$196.0K)

Filed 2026-11-06

City of London Investment Management Co LTD

UNCHANGED

Shares71,012 from 71,012

Change0 (0%)

Value$799.6K (-$20.6K)

Filed 2026-10-30

Corps Capital Advisors, LLC

UNCHANGED

Shares19,000 from 19,000

Change0 (0%)

Value$213.9K (-$5.5K)

Filed 2026-11-05

Closed-End Fund Advisors, Inc.

UNCHANGED

Shares15,976 from 15,976

Change0 (0%)

Value$179.9K (-$4.6K)

Filed 2026-11-04

Latitude Advisors, LLC

NEW

Shares13,879

Change+13,879

Value$156.3K

Filed 2026-10-27

Melfa Wealth Management, Inc.

UNCHANGED

Shares10,939 from 10,939

Change0 (0%)

Value$123.2K (-$3.2K)

Filed 2026-11-06

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares1,250 from 1,250

Change0 (0%)

Value$14.1K (-$363)

Filed 2026-10-27

SIT Investment Associates Inc

N/A

Shares— from 1,116,707

Change-1,116,707 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 425,402

Change-425,402 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 355,089

Change-355,089 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 128,182

Change-128,182 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 79,776

Change-79,776 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 65,258

Change-65,258 (-100%)

Value—

Avise Financial Cooperative, Inc.

N/A

Shares— from 46,934

Change-46,934 (-100%)

Value—

Alongside, LLC

N/A

Shares— from 22,315

Change-22,315 (-100%)

Value—

49 Wealth Management, LLC

N/A

Shares— from 22,315

Change-22,315 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 19,472

Change-19,472 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 19,211

Change-19,211 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 16,077

Change-16,077 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 15,223

Change-15,223 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 14,545

Change-14,545 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 13,404

Change-13,404 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 3,232

Change-3,232 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,626

Change-1,626 (-100%)

Value—

Centennial Bank

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 501

Change-501 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

UBS Group AG

N/A

Shares— from 333

Change-333 (-100%)

Value—

	Status
Beverly Hills Private Wealth, LLC	DECREASED	334,227	335,921	-1,694	0%	$3.9M	$3.8M	-$116.5K	2026-11-04
Hara Capital LLC	DECREASED	303,289	307,689	-4,400	-1%	$3.6M	$3.4M	-$138.8K	2026-10-30
LPL Financial LLC	INCREASED	80,898	61,895	+19,003	+31%	$714.9K	$910.9K	+$196.0K	2026-11-06
City of London Investment Management Co LTD	UNCHANGED	71,012	71,012	0	0%	$820.2K	$799.6K	-$20.6K	2026-10-30
Corps Capital Advisors, LLC	UNCHANGED	19,000	19,000	0	0%	$219.5K	$213.9K	-$5.5K	2026-11-05
Closed-End Fund Advisors, Inc.	UNCHANGED	15,976	15,976	0	0%	$184.5K	$179.9K	-$4.6K	2026-11-04
Latitude Advisors, LLC	NEW	13,879	—	+13,879	—	—	$156.3K	—	2026-10-27
Melfa Wealth Management, Inc.	UNCHANGED	10,939	10,939	0	0%	$126.3K	$123.2K	-$3.2K	2026-11-06
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	1,250	1,250	0	0%	$14.4K	$14.1K	-$363	2026-10-27
SIT Investment Associates Inc	N/A	—	1,116,707	-1,116,707	-100%	$12.9M	—	—	—
Focus Partners Wealth	N/A	—	425,402	-425,402	-100%	$4.9M	—	—	—
Almitas Capital LLC	N/A	—	355,089	-355,089	-100%	$4.1M	—	—	—
1607 Capital Partners, LLC	N/A	—	128,182	-128,182	-100%	$1.5M	—	—	—
Morgan Stanley	N/A	—	79,776	-79,776	-100%	$921.4K	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	65,258	-65,258	-100%	$753.7K	—	—	—
Avise Financial Cooperative, Inc.	N/A	—	46,934	-46,934	-100%	$542.1K	—	—	—
Alongside, LLC	N/A	—	22,315	-22,315	-100%	$257.7K	—	—	—
49 Wealth Management, LLC	N/A	—	22,315	-22,315	-100%	$257.7K	—	—	—
Basepoint Wealth LLC	N/A	—	19,472	-19,472	-100%	$224.9K	—	—	—
Karpus Management, Inc.	N/A	—	19,211	-19,211	-100%	$221.9K	—	—	—
Nuveen, LLC	N/A	—	16,077	-16,077	-100%	$185.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	15,223	-15,223	-100%	$175.8K	—	—	—
Savvy Advisors, Inc.	N/A	—	14,545	-14,545	-100%	$168.0K	—	—	—
Citadel Advisors LLC	N/A	—	13,404	-13,404	-100%	$154.8K	—	—	—
Sanctuary Advisors, LLC	N/A	—	10,000	-10,000	-100%	$115.5K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	3,232	-3,232	-100%	$37.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,626	-1,626	-100%	$18.8K	—	—	—
Centennial Bank	N/A	—	1,500	-1,500	-100%	$17.3K	—	—	—
Wells Fargo & Company	N/A	—	501	-501	-100%	$5.8K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	400	-400	-100%	$4.6K	—	—	—
UBS Group AG	N/A	—	333	-333	-100%	$3.8K	—	—	—

Showing 31 of 31 institutions