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Dtf Tax-Free Income 2028 Term Fund Inc
$11.54 +0.09 (+0.79%) At close · Jul 2
Market Cap
$81.12M
Shares
7,029,567

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 31
Total Value: $33,788,880
Total Shares: 2,950,995

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 31 13F filers · Δ vs Dec 31, 2025
Top Holder
31.3%
Jun 2023 → Mar 2026 · range 18.0% – 31.9%
+1.5 pts
Top 5
80.3%
Jun 2023 → Mar 2026 · range 67.5% – 80.3%
+3.4 pts
Top 10
91.9%
Jun 2023 → Mar 2026 · range 90.8% – 94.5%
+0.9 pts
HHI
1,629
Jun 2023 → Mar 2026 · range 1,134 – 1,676
Moderately concentrated+115

Quarterly Activity

vs Dec 31, 2025
New
3
Increased
12
Decreased
4
Sold Out
5
Unchanged
12
Holder count: -2
Institutional value: -4.2%
Shares held: -4.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega LPL Financial LLC +19,452 37,283
Small Hara Capital LLC +15,800 303,989
Small 1607 Capital Partners, LLC +9,980 105,609
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP +7,991 27,483
Small Almitas Capital LLC +4,149 355,089

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large Focus Partners Wealth −30,705 450,151
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC −26,006 36,405
Mid Karpus Management, Inc. −1,820 19,211
Mid Sanctuary Advisors, LLC −122 18,300

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small Thomas J. Herzfeld Advisors, Inc. 13,654 $156,338
Small Financial Gravity Asset Management, Inc. 3,232 $37,006
Mega FMR LLC 1 $11

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small SEVEN MILE ADVISORY 126,477 $1,444,367
Mid Aptus Capital Advisors, LLC 14,545 $166,103
Mid J.W. COLE ADVISORS, INC. 13,080 $149,373
Small Garner Asset Management Corp 6,154 $70,278
Micro Cedar Wealth Management, LLC 732 $8,359
Filter: New 3 Increased 12 Reduced 4 Sold out 5 Unchanged 12
Showing 31 of 31
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid SIT INVESTMENT ASSOCIATES INC $10,573,617 31.29% 923,460
Large Focus Partners Wealth $5,154,228 15.25% 450,151
Small Almitas Capital LLC $4,065,769 12.03% 355,089
Small Beverly Hills Private Wealth, LLC $3,851,115 11.40% 336,342
Small Hara Capital LLC $3,480,674 10.30% 303,989
Small 1607 Capital Partners, LLC $1,209,223 3.58% 105,609
Mega MORGAN STANLEY $947,784 2.81% 82,776
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $813,087 2.41% 71,012
Micro Avise Financial Cooperative, Inc. $538,470 1.59% 47,028
Mega LPL Financial LLC $426,890 1.26% 37,283
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $416,837 1.23% 36,405
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $314,680 0.93% 27,483
Small Basepoint Wealth LLC $226,778 0.67% 19,806
Mid Karpus Management, Inc. $219,965 0.65% 19,211
Small Corps Capital Advisors, LLC $217,550 0.64% 19,000
Mid Sanctuary Advisors, LLC $209,535 0.62% 18,300
Large Corient Private Wealth LLC $200,844 0.59% 17,541
Mega Nuveen, LLC $184,081 0.54% 16,077
Mid Savvy Advisors, Inc. $166,540 0.49% 14,545
Micro Closed-End Fund Advisors, Inc. $165,257 0.49% 14,433
Small Thomas J. Herzfeld Advisors, Inc. $156,338 0.46% 13,654
Small MELFA WEALTH MANAGEMENT, INC. $125,251 0.37% 10,939
Small Financial Gravity Asset Management, Inc. $37,006 0.11% 3,232
Large OSAIC HOLDINGS, INC. $18,549 0.05% 1,620
Micro Centennial Bank/AR/ $17,175 0.05% 1,500
Mega UBS Group AG $15,548 0.05% 1,358
Small Pinnacle Wealth Planning Services, Inc. $14,312 0.04% 1,250
Micro WFA of San Diego, LLC $11,450 0.03% 1,000
Mega WELLS FARGO & COMPANY/MN $5,736 0.02% 501
Small Prestige Wealth Management Group LLC $4,580 0.01% 400
Mega FMR LLC $11 0.00% 1
Key facts CIK 879535 CUSIP 23334J107 Visit website Investor relations

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