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Stocks / Dtf Tax-Free Income 2028 Ter
Institutional Ownership

Dtf Tax-Free Income 2028 Ter

CUSIP 23334J107COMDTFQ1 2026

13D / 13G Filings
29
Schedule 13D/13G on record
Beneficial Filers
9
Distinct reporting persons
Largest Stake
28.6%
Max % of class reported
Institutional Holders
31
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

29 filings · latest Mar 4, 2026

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#FiledReporting PersonForm% of ClassSharesFiling
1Mar 4, 2026Sit Investment Associates, Inc.13G/A13.1%923.5KSEC
2Feb 13, 2026Focus Partners Wealth13G6.8%481.0KSEC
3Aug 14, 2025Rivernorth Capital Management, LLC13G/A1.5%106.1KSEC
4Jan 3, 2025Sit Investment Associates, Inc.13G8.8%619.4KSEC
5Nov 14, 20241607 Capital Partners, LLC13G/A4.5%317.7KSEC
6Oct 29, 2024Kovitz Investment Group Partners, LLC13G6.1%516.3KSEC
7Feb 14, 2024Almitas Capital LLC13G5.0%351.1KSEC
8Feb 14, 2024Rivernorth Capital Management, LLC13G6.1%431.0KSEC
9Feb 12, 2024Relative Value Partners Group, LLC13G7.5%525.1KSEC
10Feb 8, 20241607 Capital Partners, LLC13G/A7.9%558.4KSEC

19 more beneficial-ownership filings on Premium

See the full Schedule 13D/13G history for Dtf Tax-Free Income 2028 Ter.

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Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Focus Partners Wealth450.2K$5.36M
2Almitas Capital LLC355.1K$4.07M
3Beverly Hills Private Wealth, LLC336.3K$3.85M
4Hara Capital LLC304.0K$3.48M
51607 Capital Partners, LLC105.6K$1.21M
6Morgan Stanley82.8K$947.8K
7City Of London Investment Management Co Ltd71.0K$813.1K
8Avise Financial Cooperative, Inc.47.0K$538.5K
9Lpl Financial LLC37.3K$426.9K
10Rivernorth Capital Management, LLC36.4K$416.8K