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, Q2 2026
Institutional positions in DTF Tax-Free Income 2028 Term Fund Inc as of Jun 30, 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
- +1 vs. Q1 2026
- Shares held
- 3.15M
- +206.8K (+7.0%) vs. Q1 2026
- Total value
- $36.4M
- +$2.48M (+7.3%) vs. Q1 2026
- New holders
- 4
- 6 more added
- Sold out
- 3
- 10 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding DTF Tax-Free Income 2028 Term Fund Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 333 | $3.85K | 0.00% | −1,025−75.5% | Reduced |
| Prestige Wealth Management Group LLC | 400 | $4.62K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 501 | $5.79K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,250 | $14.4K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 1,500 | $17.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,626 | $18.8K | 0.00% | +6+0.4% | Added |
| Financial Gravity Companies, Inc. | 3,232 | $37.3K | 0.01% | +3,232 | New |
| Sanctuary Advisors, LLC | 10,000 | $115.5K | 0.00% | −8,300−45.4% | Reduced |
| Melfa Wealth Management, LLC | 10,939 | $126.3K | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,404 | $154.8K | 0.00% | +13,404 | New |
| Savvy Advisors, Inc. | 14,545 | $168.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,223 | $175.8K | 0.00% | −12,260−44.6% | Reduced |
| Closed-End Fund Advisors, Inc. | 15,976 | $184.5K | 0.18% | +1,543+10.7% | Added |
| Nuveen, LLC | 16,077 | $185.7K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,518 | $202.3K | 0.00% | −23−0.1% | Reduced |
| Corps Capital Advisors, LLC | 19,000 | $219.4K | 0.18% | 00.0% | Unchanged |
| Karpus Management, Inc. | 19,211 | $221.9K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 19,472 | $224.9K | 0.13% | −334−1.7% | Reduced |
| 49 Wealth Management, LLC | 22,315 | $257.7K | 0.05% | +22,315 | New |
| Alongside, LLC | 22,315 | $257.7K | 0.05% | +22,315 | New |
| Avise Financial Cooperative, Inc. | 46,934 | $542.1K | 0.38% | −94−0.2% | Reduced |
| LPL Financial LLC | 61,895 | $714.9K | 0.00% | +24,612+66.0% | Added |
| 1607 Capital Partners, LLC | 64,091 | $740.3K | 0.06% | −41,518−39.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 65,258 | $753.7K | 0.23% | +51,604+377.9% | Added |
| City of London Investment Management Co Ltd | 71,012 | $820.2K | 0.05% | 00.0% | Unchanged |
| Morgan Stanley | 79,776 | $921.4K | 0.00% | −3,000−3.6% | Reduced |
| Hara Capital LLC | 307,689 | $3.55M | 1.87% | +3,700+1.2% | Added |
| Beverly Hills Private Wealth, LLC | 335,921 | $3.88M | 0.75% | −421−0.1% | Reduced |
| Almitas Capital LLC | 355,089 | $4.10M | 0.98% | 00.0% | Unchanged |
| Colony Group, LLC | 425,402 | $4.91M | 0.01% | −24,749−5.5% | Reduced |
| Sit Investment Associates Inc | 1,116,707 | $12.9M | 0.24% | +193,247+20.9% | Added |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −36,405−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sofos Investments, Inc. | – | – | – | – | Not filed |