27 tracked 13F filers disclose a position in DTF as of the latest SEC 13F filings, a combined $23.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | $5.4M | 450K | ▼−6.4% Reduced · −31K sh | Q1 2026 | |
| 2 | Almitas Capital LLC | $4.1M | 355K | ▲+1.2% Added · +4K sh | Q1 2026 | |
| 3 | Beverly Hills Private Wealth, LLC | $3.9M | 336K | ▼−0.1% Reduced · −421 sh | Q2 2026 | |
| 4 | Hara Capital LLC | $3.6M | 308K | ▲+1.2% Added · +4K sh | Q2 2026 | |
| 5 | 1607 Capital Partners, LLC | $1.2M | 106K | ▲+10% Added · +10K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $948K | 83K | ▲+2.5% Added · +2K sh | Q1 2026 | |
| 7 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $820K | 71K | —Held | Q2 2026 | |
| 8 | Avise Financial Cooperative, Inc. | $542K | 47K | ▼−0.2% Reduced · −94 sh | Q2 2026 | |
| 9 | LPL Financial LLC | $427K | 37K | ▲+109% Added · +19K sh | Q1 2026 | |
| 10 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $417K | 36K | ▼−42% Reduced · −26K sh | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $315K | 27K | ▲+41% Added · +8K sh | Q1 2026 | |
| 12 | 49 WEALTH MANAGEMENT, LLC | $258K | 22K | ▲New +22K sh | Q2 2026 | |
| 13 | Basepoint Wealth LLC | $225K | 19K | ▼−1.7% Reduced · −334 sh | Q2 2026 | |
| 14 | Karpus Management, Inc. | $220K | 19K | ▼−8.7% Reduced · −2K sh | Q1 2026 | |
| 15 | Corps Capital Advisors, LLC | $219K | 19K | —Held | Q2 2026 | |
| 16 | Sanctuary Advisors, LLC | $210K | 18K | ▼−0.7% Reduced · −122 sh | Q1 2026 | |
| 17 | Corient Private Wealth LLC | $201K | 18K | —Held | Q1 2026 | |
| 18 | Nuveen, LLC | $184K | 16K | —Held | Q1 2026 | |
| 19 | Closed-End Fund Advisors, Inc. | $185K | 16K | ▲+11% Added · +2K sh | Q2 2026 | |
| 20 | Savvy Advisors, Inc. | $167K | 15K | —Held | Q1 2026 | |
| 21 | MELFA WEALTH MANAGEMENT, INC. | $126K | 11K | —Held | Q2 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $19K | 2K | ▲+101% Added · +813 sh | Q1 2026 | |
| 23 | Centennial Bank/AR/ | $17K | 2K | —Held | Q2 2026 | |
| 24 | UBS Group AG | $16K | 1K | ▲+127% Added · +761 sh | Q1 2026 | |
| 25 | Pinnacle Wealth Planning Services, Inc. | $14K | 1K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in DTF and 4 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 7 funds | $16.4B |
| BLACKROCK MUNIHOLDINGS FUNDMHD | 7 funds | $375.9M |
| BLACKROCK MUNIYIELD QLTY IIIMYI | 7 funds | $123.8M |
| BNYM STRAT MUNI BNDDSM | 7 funds | $24.0M |
| BLACKROCK 2030 MUNI TRGT TRMBTT | 6 funds | $180.8M |
| BLACKROCK MUNIYIELD QUALITYMQY | 6 funds | $122.6M |
| ALLIANCEBERSTEIN NTL MUNIAFB | 6 funds | $46.3M |
| BNY MELLON STRATEGIC MUNILEO | 6 funds | $17.8M |
| FEDERATED HERM PREM MUNI INCFMN | 6 funds | $5.7M |
| APPLE INCAAPL | 5 funds | $20.1B |
| ELI LILLY & COLLY | 5 funds | $4.9B |
| ISHARES CORE MSCI EMERGINGIEMG | 5 funds | $162.9M |
Ranked by how many of DTF's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for DTF
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DTF/capital-change-brief"
Use Arkolith's capital_change_brief for DTF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DTF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.