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, Q4 2025
Institutional positions in DTF Tax-Free Income 2028 Term Fund Inc as of Dec 31, 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
- 33
- +5 vs. Q3 2025
- Shares held
- 3.09M
- +72.3K (+2.4%) vs. Q3 2025
- Total value
- $35.1M
- +$646.3K (+1.9%) vs. Q3 2025
- New holders
- 7
- 7 more added
- Sold out
- 2
- 6 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding DTF Tax-Free Income 2028 Term Fund Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 13,080 | $0 | 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% | 00.0% | Unchanged |
| UBS Group AG | 597 | $6.82K | 0.00% | −9,170−93.9% | Reduced |
| Cedar Wealth Management, LLC | 732 | $8.36K | 0.00% | +732 | New |
| Advisor Group Holdings, Inc. | 807 | $9.22K | 0.00% | −1,043−56.4% | Reduced |
| WFA of San Diego, LLC | 1,000 | $11.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,250 | $14.3K | 0.00% | +1,250 | New |
| Centennial Bank | 1,500 | $17.1K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 6,154 | $70.3K | 0.03% | +6,154 | New |
| Melfa Wealth Management, LLC | 10,939 | $124.9K | 0.07% | −3,400−23.7% | Reduced |
| Closed-End Fund Advisors, Inc. | 14,433 | $164.8K | 0.10% | +14,433 | New |
| Aptus Capital Advisors, LLC | 14,545 | $166.1K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 14,545 | $166.1K | 0.01% | +14,545 | New |
| Nuveen, LLC | 16,077 | $183.6K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,541 | $200.3K | 0.00% | −18−0.1% | Reduced |
| LPL Financial LLC | 17,831 | $203.6K | 0.00% | +17,831 | New |
| Sanctuary Advisors, LLC | 18,422 | $210.4K | 0.00% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 19,000 | $217.0K | 0.22% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,492 | $222.6K | 0.00% | +805+4.3% | Added |
| Basepoint Wealth LLC | 19,638 | $224.3K | 0.14% | +167+0.9% | Added |
| Karpus Management, Inc. | 21,031 | $240.2K | 0.01% | +9,496+82.3% | Added |
| Avise Financial Cooperative, Inc. | 47,027 | $537.0K | 0.48% | +47,027 | New |
| Rivernorth Capital Management, LLC | 62,411 | $712.7K | 0.03% | −43,655−41.2% | Reduced |
| City of London Investment Management Co Ltd | 71,012 | $811.0K | 0.06% | 00.0% | Unchanged |
| Morgan Stanley | 80,712 | $921.7K | 0.00% | +1,501+1.9% | Added |
| 1607 Capital Partners, LLC | 95,629 | $1.09M | 0.07% | −20,000−17.3% | Reduced |
| Seven Mile Advisory | 126,477 | $1.44M | 0.25% | 00.0% | Unchanged |
| Hara Capital LLC | 288,189 | $3.29M | 1.83% | +12,898+4.7% | Added |
| Beverly Hills Private Wealth, LLC | 334,925 | $3.82M | 0.66% | +26,327+8.5% | Added |
| Almitas Capital LLC | 350,940 | $4.01M | 0.88% | 00.0% | Unchanged |
| Colony Group, LLC | 480,856 | $5.49M | 0.01% | +463,604+2,687.2% | Added |
| Sit Investment Associates Inc | 920,582 | $10.5M | 0.21% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −466,941−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −277−100.0% | Sold out |