DTF Tax-Free Income 2028 Term Fund Inc
DTF- Exchange
- NYSE
- SEC CIK
- 0000879535
No open-market purchases or sales by DTF Tax-Free Income 2028 Term Fund Inc insiders were filed in the last 90 days; 31 institutions reported holding it in 13F filings for Q2 2026, worth $36.4M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in DTF Tax-Free Income 2028 Term Fund Inc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 28
- +1 vs. Q2 2025
- Shares held
- 3.02M
- +137.8K (+4.8%) vs. Q2 2025
- Total value
- $34.5M
- +$2.27M (+7.0%) vs. Q2 2025
- New holders
- 2
- 7 more added
- Sold out
- 1
- 7 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DTF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 31 | $36.4M |
| Q1 2026 | 31 | $34.0M |
| Q4 2025 | 33 | $35.1M |
| Q3 2025 | 28 | $34.5M |
| Q2 2025 | 28 | $32.2M |
| Q1 2025 | 26 | $32.2M |
| Q4 2024 | 30 | $32.1M |
| Q3 2024 | 30 | $30.7M |
| Q2 2024 | 32 | $31.4M |
| Q1 2024 | 28 | $30.8M |
| Q4 2023 | 26 | $33.3M |
| Q3 2023 | 31 | $32.4M |
| Q2 2023 | 30 | $31.0M |
| Q1 2023 | 30 | $31.5M |
| Q4 2022 | 29 | $28.4M |
| Q3 2022 | 26 | $29.7M |
| Q2 2022 | 33 | $33.1M |
| Q1 2022 | 30 | $41.7M |
| Q4 2021 | 33 | $46.3M |
| Q3 2021 | 27 | $45.0M |
| Q2 2021 | 28 | $46.1M |
| Q1 2021 | 28 | $43.2M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding DTF Tax-Free Income 2028 Term Fund Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 277 | $3.17K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 400 | $4.57K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 501 | $5.72K | 0.00% | −300−37.5% | Reduced |
| WFA of San Diego, LLC | 1,000 | $11.4K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 1,500 | $17.1K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,850 | $21.0K | 0.00% | +3+0.2% | Added |
| UBS Group AG | 9,767 | $111.6K | 0.00% | −1,663−14.5% | Reduced |
| Karpus Management, Inc. | 11,535 | $131.8K | 0.00% | +11,535 | New |
| J.W. Cole Advisors, Inc. | 13,080 | $149.5K | 0.00% | −1,700−11.5% | Reduced |
| Melfa Wealth Management, LLC | 14,339 | $163.9K | 0.10% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 14,545 | $166.2K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 16,077 | $183.8K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 17,252 | $197.2K | 0.00% | +148+0.9% | Added |
| CI Private Wealth, LLC | 17,559 | $200.7K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 18,422 | $210.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 18,687 | $213.6K | 0.00% | −801−4.1% | Reduced |
| Corps Capital Advisors, LLC | 19,000 | $217.2K | 0.33% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 19,471 | $222.6K | 0.16% | +167+0.9% | Added |
| City of London Investment Management Co Ltd | 71,012 | $811.7K | 0.06% | 00.0% | Unchanged |
| Morgan Stanley | 79,211 | $905.4K | 0.00% | +4,019+5.3% | Added |
| Rivernorth Capital Management, LLC | 106,066 | $1.21M | 0.07% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 115,629 | $1.32M | 0.10% | −8,000−6.5% | Reduced |
| Seven Mile Advisory | 126,477 | $1.45M | 0.23% | +126,477 | New |
| Hara Capital LLC | 275,291 | $3.15M | 1.85% | +19,684+7.7% | Added |
| Beverly Hills Private Wealth, LLC | 308,598 | $3.53M | 0.62% | −4,445−1.4% | Reduced |
| Almitas Capital LLC | 350,940 | $4.01M | 0.92% | +812+0.2% | Added |
| Kovitz Investment Group Partners, LLC | 466,941 | $5.34M | 0.02% | −4,503−1.0% | Reduced |
| Sit Investment Associates Inc | 920,582 | $10.5M | 0.21% | +2,513+0.3% | Added |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −6,135−100.0% | Sold out |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |