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, Q1 2026
Institutional positions in DTF Tax-Free Income 2028 Term Fund Inc as of Mar 31, 2026. 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
- 31
- −2 vs. Q4 2025
- Shares held
- 2.95M
- −137.3K (−4.4%) vs. Q4 2025
- Total value
- $34.0M
- −$1.13M (−3.2%) vs. Q4 2025
- New holders
- 3
- 12 more added
- Sold out
- 5
- 4 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding DTF Tax-Free Income 2028 Term Fund Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $11 | 0.00% | +1 | New |
| Prestige Wealth Management Group LLC | 400 | $4.58K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 501 | $5.74K | 0.00% | 00.0% | Unchanged |
| 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% | 00.0% | Unchanged |
| UBS Group AG | 1,358 | $15.5K | 0.00% | +761+127.5% | Added |
| Centennial Bank | 1,500 | $17.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,620 | $18.6K | 0.00% | +813+100.7% | Added |
| Sofos Investments, Inc. | 3,232 | $37.0K | 0.01% | +3,232 | New |
| Melfa Wealth Management, LLC | 10,939 | $125.3K | 0.07% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 13,654 | $156.3K | 0.05% | +13,654 | New |
| Closed-End Fund Advisors, Inc. | 14,433 | $165.3K | 0.17% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 14,545 | $166.5K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 16,077 | $184.1K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,541 | $200.8K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 18,300 | $209.5K | 0.00% | −122−0.7% | Reduced |
| Corps Capital Advisors, LLC | 19,000 | $217.6K | 0.19% | 00.0% | Unchanged |
| Karpus Management, Inc. | 19,211 | $220.0K | 0.01% | −1,820−8.7% | Reduced |
| Basepoint Wealth LLC | 19,806 | $226.8K | 0.13% | +168+0.9% | Added |
| Susquehanna International Group, LLP | 27,483 | $314.7K | 0.00% | +7,991+41.0% | Added |
| Rivernorth Capital Management, LLC | 36,405 | $416.8K | 0.02% | −26,006−41.7% | Reduced |
| LPL Financial LLC | 37,283 | $426.9K | 0.00% | +19,452+109.1% | Added |
| Avise Financial Cooperative, Inc. | 47,028 | $538.5K | 0.45% | +10.0% | Added |
| City of London Investment Management Co Ltd | 71,012 | $813.1K | 0.06% | 00.0% | Unchanged |
| Morgan Stanley | 82,776 | $947.8K | 0.00% | +2,064+2.6% | Added |
| 1607 Capital Partners, LLC | 105,609 | $1.21M | 0.09% | +9,980+10.4% | Added |
| Hara Capital LLC | 303,989 | $3.48M | 1.74% | +15,800+5.5% | Added |
| Beverly Hills Private Wealth, LLC | 336,342 | $3.85M | 0.64% | +1,417+0.4% | Added |
| Almitas Capital LLC | 355,089 | $4.07M | 0.92% | +4,149+1.2% | Added |
| Colony Group, LLC | 450,151 | $5.36M | 0.01% | −30,705−6.4% | Reduced |
| Sit Investment Associates Inc | 923,460 | $10.6M | 0.21% | +2,878+0.3% | Added |
| Seven Mile Advisory | 0 | $0 | 0.00% | −126,477−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −14,545−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −6,154−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −732−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −13,080−100.0% | Sold out |