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DTF — Dtf Tax-Free Income 2028 Ter 机构持仓 · 2026年Q2

谁持有 Dtf Tax-Free Income 2028 Ter(DTF)?2026年Q2(报告期截至 2026-06-30)共有 34 家机构在 SEC 13F 申报中报告持有,合计 3,643.58 万美元。前几大持有机构:Sit Investment Associates Inc(1,290.00 万美元)、Focus Partners Wealth(490.00 万美元)、Almitas Capital LLC(410.00 万美元)。

排名机构市值股数变动
1SIT INVESTMENT ASSOCIATES INC$12.9M1.1M增持
2Focus Partners Wealth$4.9M425,402减持
3Almitas Capital LLC$4.1M355,089持平
4Beverly Hills Private Wealth, LLC$3.9M335,921减持
5Hara Capital LLC$3.6M307,689增持
6MORGAN STANLEY$921,41779,776减持
7CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$820,18971,012持平
8Thomas J. Herzfeld Advisors, Inc.$753,73065,258增持
91607 Capital Partners, LLC$740,25164,091减持
10LPL Financial LLC$714,88461,895增持
11Avise Financial Cooperative, Inc.$542,08846,934减持
1249 WEALTH MANAGEMENT, LLC$257,73822,315新建仓
13ALONGSIDE, LLC$257,73822,315新建仓
14Basepoint Wealth LLC$224,90019,472减持
15Karpus Management, Inc.$221,88719,211持平
16Corps Capital Advisors, LLC$219,45019,000持平
17Corient Private Wealth LLC$202,33317,518减持
18Nuveen, LLC$185,68916,077持平
19Closed-End Fund Advisors, Inc.$184,52315,976增持
20SUSQUEHANNA INTERNATIONAL GROUP, LLP$175,82615,223减持
21Savvy Advisors, Inc.$167,99514,545持平
22CITADEL ADVISORS LLC$154,81613,404新建仓
23MELFA WEALTH MANAGEMENT, INC.$126,34810,939持平
24Sanctuary Advisors, LLC$115,50010,000减持
25Financial Gravity Companies, Inc.$37,3303,232持平

来源:SEC 13F 申报文件 · 截至 2026-06-30