Who Owns DTF Tax-Free Income 2028 Term Fund Stock?
NYSE: DTFFinancial ServicesAsset ManagementUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 44.88%
- Held by insiders
- 0.01%
- Institutional holders
- 31
- Institutions 44.9%
- Insiders 0.0%
- Public and other 55.1%
Who owns DTF Tax-Free Income 2028 Term Fund stock?
Institutional investors own about 44.9% of DTF Tax-Free Income 2028 Term Fund's shares, spread across 31 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.01% of DTF.
The largest institutional holders are SIT Investment Associates Inc (15.89%), Focus Partners Wealth (6.05%) and Almitas Capital LLC (5.05%). Together, the top 10 institutions control 41.0% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their DTF positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of DTF
| Institution | Shares | % Held | Change |
|---|---|---|---|
| SIT Investment Associates Inc | 1.12M | 15.89% | +20.9% |
| Focus Partners Wealth | 425.40K | 6.05% | -5.5% |
| Almitas Capital LLC | 355.09K | 5.05% | 0.0% |
| Beverly Hills Private Wealth, LLC | 335.92K | 4.78% | -0.1% |
| Hara Capital LLC | 307.69K | 4.38% | +1.2% |
| Morgan Stanley | 79.78K | 1.13% | -3.6% |
| City of London Investment Management Co. Limited | 71.01K | 1.01% | 0.0% |
| Herzfeld (Thomas J.) Advisors, Inc | 65.26K | 0.93% | +377.9% |
| 1607 Capital Partners, LLC | 64.09K | 0.91% | -39.3% |
| LPL Financial LLC | 61.90K | 0.88% | +66.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of DTF
| Fund | Shares | % Held |
|---|---|---|
| HC Capital Trust-The Intermediate Term Municipal Bond Portfolio | 71.01K | 1.01% |
| Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund | 11.44K | 0.16% |
Frequently asked questions
Who is the largest shareholder of DTF Tax-Free Income 2028 Term Fund?
SIT Investment Associates Inc is the largest institutional shareholder of DTF, owning 15.89% of shares outstanding (1.12M shares) as of its latest 13F filing.
What percentage of DTF Tax-Free Income 2028 Term Fund is owned by institutions?
Institutions own about 44.9% of DTF shares and 44.9% of the public float.
How much of DTF Tax-Free Income 2028 Term Fund do insiders own?
Insiders, such as officers and directors, own about 0.01% of DTF shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.