Data as of Q4 2025 (Dec 31, 2025)
DTF

DTF TAX-FREE INCOME 2028 TER

Institutional Ownership · Q4 2025

Filing: Q4 2025

DTF TAX-FREE INCOME 2028 TER (DTF) is held by 30 institutional investors with combined holdings of $35M. Major holders include SIT INVESTMENT ASSOCIATES, Focus Partners Wealth, Almitas Capital LLC.

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Institutional Holders
30
Total Value
$34.7M
Ownership %
43.2%

🏦 Top Institutional Holders

SIT INVESTMENT ASSOCIATES INC
920.6K shares
$10.5M
13.10% ownership
Focus Partners Wealth
480.9K shares
$5.5M
6.84% ownership
Almitas Capital LLC
350.9K shares
$4.0M
4.99% ownership
Beverly Hills Private Wealth, LLC
334.9K shares
$3.8M
4.76% ownership
Hara Capital LLC
288.2K shares
$3.3M
4.10% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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