How many institutions own DTF stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own DTF shares is 33, representing 42.53% of the company's common stock.

Who are the major shareholders selling DTF Tax-Free Income 2028 Term Fund Inc. stock?

WFA OF SAN DIEGO, LLC, in the last quarter, reduced its stake in DTF by -100% restricting it's holding to 0 shares of worth nearly -. BEVERLY HILLS PRIVATE WEALTH, LLC also lessened -0.13% of the DTF shares from its portfolio, reducing its holding to 335.92 thousand shares of worth $3.88M. UBS GROUP AG also shunned DTF shares holding by -75.48% last quarter which brought its holding to 333 shares worth $3.85K.

Investors who are buying DTF stock?

As per its latest 13F filing, ADVISOR GROUP HOLDINGS, INC. increased its stake in DTF by 0.37% in the last quarter. The institutional holder raised its holding to 1.63 thousand shares having worth more than $18.78K. FINANCIAL GRAVITY COMPANIES, INC. also added 100% more shares of DTF to its portfolio, raising its holding to 3.23 thousand shares of worth $37.33K. CITADEL ADVISORS LLC also increased its DTF shares holding by 100% which brought its holding to 13.4 thousand shares worth $154.82K.

DTF's major insiders: who are they?

The insider with the most stakes in DTF is MORRIS EVERETT L , director at the company. Additionally, DTF stock is highly held by director POLLARD CARL F and director BURKE DONALD C among others.

Did an insider recently sell DTF stock?

Company executives, directors, and other insiders own 0.18% percent of DTF Tax-Free Income 2028 Term Fund Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which DTF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include JPMORGAN CHASE BANK, N.A., BANK OF AMERICA CORP /DE/, and MORRIS EVERETT L.

Which insider recently purchased DTF stock?

There have been 0 transaction(s) during the past 6-months in which DTF Tax-Free Income 2028 Term Fund Inc. insiders have bought stock, totalling 0 shares

How much of DTF does insiders own?

Around 0 DTF Tax-Free Income 2028 Term Fund Inc. shares are held by insiders, which represents about 0.18% of DTF stock.

Who is the insider with the largest stake?

DTF director, MORRIS EVERETT L holds the largest portfolio of the company's shares. DTF shares owned by MORRIS total nearly 46.14 thousand.

Which institution holds the most shares in DTF?

WFA OF SAN DIEGO, LLC is the largest institutional owner in DTF which holds 0 shares worth - or 0% of the total DTF shares outstanding followed by BEVERLY HILLS PRIVATE WEALTH, LLC with ownership of 335.92 thousand shares representing 4.78% of the DTF ownership. UBS GROUP AG is the third largest stakeholder with 333 shares or 0% of the ownership worth more than $3.85K.

Is DTF Tax-Free Income 2028 Term Fund Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the DTF is concerned, it is a stock which is not optionable.

Is there a short position on DTF's shares?

Number of DTF shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding DTF shares are there?

As of today, null shares of DTF are outstanding.

Is there many float in DTF stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, DTF has null shares in float.

DTF short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for DTF is null.

DTF Tax-Free Income 2028 Term Fund (DTF) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.18% Percentage of Shares held by All Insiders

42.53% Percentage of Shares held by All Institutions

42.6% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 42.53% of DTF shares are held by financial institutions. WFA OF SAN DIEGO, LLC is the top corporate investor, holding 0 shares valued at -. A 0% stake in DTF Tax-Free Income 2028 Term Fund Inc. is owned by the company. BEVERLY HILLS PRIVATE WEALTH, LLC owns 335.92K shares valued at $3.88M, which translates its holding of 4.78% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WFA OF SAN DIEGO, LLC	0%	0	-	-1K	-100.00%
Jun 30, 2026	BEVERLY HILLS PRIVATE WEALTH, LLC	4.78%	335.92K	3.88M	-421	-0.13%
Jun 30, 2026	UBS GROUP AG	0%	333	3.85K	-1.03K	-75.48%
Jun 30, 2026	FMR LLC	0%	0	-	-1	-100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.01%	501	5.79K	0	0
Jun 30, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0.02%	1.25K	14.44K	0	0
Jun 30, 2026	CENTENNIAL BANK/AR/	0.02%	1.5K	17.33K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.63K	18.78K	6	+0.37%
Jun 30, 2026	FINANCIAL GRAVITY COMPANIES, INC.	0.05%	3.23K	37.33K	3.23K	+100.00%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.14%	10K	115.5K	-8.3K	-45.36%
Jun 30, 2026	MELFA WEALTH MANAGEMENT, LLC	0.16%	10.94K	126.35K	0	0
Jun 30, 2026	CITADEL ADVISORS LLC	0.19%	13.4K	154.82K	13.4K	+100.00%
Jun 30, 2026	SAVVY ADVISORS, INC.	0.21%	14.55K	168K	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	15.22K	175.83K	-12.26K	-44.61%
Jun 30, 2026	CLOSED-END FUND ADVISORS, INC.	0.23%	15.98K	184.52K	1.54K	+10.69%
Jun 30, 2026	NUVEEN, LLC	0.23%	16.08K	185.69K	0	0
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.25%	17.52K	202.33K	-23	-0.13%
Jun 30, 2026	CORPS CAPITAL ADVISORS, LLC	0.27%	19K	219.45K	0	0
Jun 30, 2026	KARPUS MANAGEMENT, INC.	0.27%	19.21K	221.89K	0	0
Jun 30, 2026	BASEPOINT WEALTH LLC	0.28%	19.47K	224.9K	-334	-1.69%
Jun 30, 2026	ALONGSIDE, LLC	0.32%	22.32K	257.74K	22.32K	+100.00%
Jun 30, 2026	49 WEALTH MANAGEMENT, LLC	0.32%	22.32K	257.74K	22.32K	+100.00%
Jun 30, 2026	AVISE FINANCIAL COOPERATIVE, INC.	0.67%	46.93K	542.09K	-94	-0.20%
Jun 30, 2026	LPL FINANCIAL LLC	0.88%	61.9K	714.88K	24.61K	+66.01%
Jun 30, 2026	1607 CAPITAL PARTNERS, LLC	0.91%	64.09K	740.25K	-41.52K	-39.31%
Jun 30, 2026	THOMAS J. HERZFELD ADVISORS, INC.	0.93%	65.26K	753.73K	51.6K	+377.94%
Jun 30, 2026	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.01%	71.01K	820.19K	0	0
Jun 30, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	0%	0	-	-36.41K	-100.00%
Jun 30, 2026	MORGAN STANLEY	1.13%	79.78K	921.42K	-3K	-3.62%
Jun 30, 2026	HARA CAPITAL LLC	4.38%	307.69K	3.55M	3.7K	+1.22%
Jun 30, 2026	ALMITAS CAPITAL LLC	5.05%	355.09K	4.1M	0	0
Jun 30, 2026	COLONY GROUP, LLC	6.05%	425.4K	4.91M	-24.75K	-5.50%
Jun 30, 2026	SIT INVESTMENT ASSOCIATES INC	15.89%	1.12M	12.9M	193.25K	+20.93%
Jun 30, 2026	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.01%	400	4.62K	0	0
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0%	0	-	-14.55K	-100.00%
Mar 31, 2026	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.05%	3.23K	37.01K	3.23K	+100.00%
Mar 31, 2026	MORGAN STANLEY	1.18%	82.78K	947.79K	2.06K	+2.56%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	1.5%	105.61K	1.21M	9.98K	+10.44%
Mar 31, 2026	HARA CAPITAL LLC	4.32%	303.99K	3.48M	15.8K	+5.48%
Mar 31, 2026	BEVERLY HILLS PRIVATE WEALTH, LLC	4.78%	336.34K	3.85M	1.42K	+0.42%
Mar 31, 2026	ALMITAS CAPITAL LLC	5.05%	355.09K	4.07M	4.15K	+1.18%
Mar 31, 2026	COLONY GROUP, LLC	6.4%	450.15K	5.36M	-30.71K	-6.39%
Mar 31, 2026	LPL FINANCIAL LLC	0.53%	37.28K	426.89K	19.45K	+109.09%
Mar 31, 2026	AVISE FINANCIAL COOPERATIVE, INC.	0.67%	47.03K	538.47K	1	0.00%
Mar 31, 2026	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.01%	71.01K	813.09K	0	0
Mar 31, 2026	NUVEEN, LLC	0.23%	16.08K	184.08K	0	0
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.25%	17.54K	200.84K	0	0
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.26%	18.3K	209.54K	-122	-0.66%
Mar 31, 2026	CORPS CAPITAL ADVISORS, LLC	0.27%	19K	217.55K	0	0
Mar 31, 2026	KARPUS MANAGEMENT, INC.	0.27%	19.21K	219.97K	-1.82K	-8.65%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	13.14%	923.46K	10.57M	2.88K	+0.31%
Mar 31, 2026	SEVEN MILE ADVISORY	0%	0	-	-126.48K	-100.00%
Mar 31, 2026	GARNER ASSET MANAGEMENT CORP	0%	0	-	-6.15K	-100.00%
Mar 31, 2026	SAVVY ADVISORS, INC.	0.21%	14.55K	166.54K	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.39%	27.48K	314.68K	7.99K	+41.00%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.52%	36.41K	416.84K	-26.01K	-41.67%
Mar 31, 2026	CEDAR WEALTH MANAGEMENT, LLC	0%	0	-	-732	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.01%	501	5.74K	0	0
Mar 31, 2026	UBS GROUP AG	0.02%	1.36K	15.55K	761	+127.47%
Mar 31, 2026		0.21%	14.43K	165.26K	0	0
Mar 31, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0.02%	1.25K	14.31K	0	0
Mar 31, 2026	CENTENNIAL BANK/AR/	0.02%	1.5K	17.18K	0	0
Mar 31, 2026	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.01%	400	4.58K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.62K	18.56K	813	+100.74%
Mar 31, 2026	FMR LLC	0%	1	11	1	+100.00%
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.16%	10.94K	125.25K	0	0
Mar 31, 2026	THOMAS J. HERZFELD ADVISORS, INC.	0.19%	13.65K	156.34K	13.65K	+100.00%
Mar 31, 2026	WFA OF SAN DIEGO, LLC	0.01%	1K	11.45K	0	0
Mar 31, 2026	CLOSED-END FUND ADVISORS, INC.	0.21%	14.43K	165.26K	0	0
Mar 31, 2026	BASEPOINT WEALTH LLC	0.28%	19.81K	226.78K	168	+0.86%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	0.3%	21.03K	240.17K	9.5K	+82.32%
Dec 31, 2025	GARNER ASSET MANAGEMENT CORP	0.09%	6.15K	70.28K	6.15K	+100.00%
Dec 31, 2025	CORPS CAPITAL ADVISORS, LLC	0.27%	19K	216.98K	0	0
Dec 31, 2025	AVISE FINANCIAL COOPERATIVE, INC.	0.67%	47.03K	537.05K	47.03K	+100.00%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.89%	62.41K	712.73K	-43.66K	-41.16%
Dec 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.01%	71.01K	810.96K	0	0
Dec 31, 2025	SEVEN MILE ADVISORY	1.8%	126.48K	1.44M	0	0
Dec 31, 2025	HARA CAPITAL LLC	4.1%	288.19K	3.29M	12.9K	+4.69%
Dec 31, 2025	COLONY GROUP, LLC	6.84%	480.86K	5.49M	463.6K	+2,687.25%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-277	-100.00%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0%	0	-	-13.08K	-100.00%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.25%	17.54K	200.32K	-18	-0.10%
Dec 31, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	4.76%	334.93K	3.82M	26.33K	+8.53%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	19.49K	222.6K	805	+4.31%
Dec 31, 2025	WFA OF SAN DIEGO, LLC	0.01%	1K	11.42K	0	0
Dec 31, 2025	CEDAR WEALTH MANAGEMENT, LLC	0.01%	732	8.36K	732	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	807	9.23K	-1.04K	-56.38%
Dec 31, 2025	SAVVY ADVISORS, INC.	0.21%	14.55K	166.1K	14.55K	+100.00%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.21%	14.55K	166.1K	0	0
Dec 31, 2025	CENTENNIAL BANK/AR/	0.02%	1.5K	17.13K	0	0
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.26%	18.42K	210.38K	0	0
Dec 31, 2025		0.21%	14.43K	164.83K	14.43K	+100.00%
Dec 31, 2025	MORGAN STANLEY	1.15%	80.71K	921.74K	1.5K	+1.89%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.16%	10.94K	124.93K	-3.4K	-23.71%
Dec 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0%	0	-	-466.94K	-100.00%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	1.36%	95.63K	1.09M	-20K	-17.30%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	501	5.72K	0	0
Dec 31, 2025	ALMITAS CAPITAL LLC	4.99%	350.94K	4.01M	0	0
Dec 31, 2025	UBS GROUP AG	0.01%	597	6.82K	-9.17K	-93.89%
Dec 31, 2025	NUVEEN, LLC	0.23%	16.08K	183.6K	0	0
Dec 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.01%	400	4.57K	0	0
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	13.1%	920.58K	10.51M	0	0
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0.02%	1.25K	14.28K	1.25K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.25%	17.83K	203.63K	17.83K	+100.00%
Sep 30, 2025	CORPS CAPITAL ADVISORS, LLC	0.27%	19K	217.17K	0	0
Sep 30, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	4.39%	308.6K	3.53M	-4.45K	-1.42%
Sep 30, 2025	CENTENNIAL BANK/AR/	0.02%	1.5K	17.15K	0	0
Sep 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.01%	71.01K	811.67K	0	0
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	13.1%	920.58K	10.52M	2.51K	+0.27%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.25%	17.56K	200.7K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-6.14K	-100.00%
Sep 30, 2025		0.28%	19.47K	222.55K	167	+0.87%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	0.16%	11.54K	131.85K	11.54K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.14%	9.77K	111.64K	-1.66K	-14.55%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	501	5.72K	-300	-37.45%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	277	3.17K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	18.69K	213.59K	-801	-4.11%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.21%	14.55K	166.25K	0	0
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.2%	14.34K	163.9K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	1.85K	21.02K	3	+0.16%
Sep 30, 2025	COLONY GROUP, LLC	0.25%	17.25K	197.19K	148	+0.87%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.19%	13.08K	149.5K	-1.7K	-11.50%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	6.64%	466.94K	5.34M	-4.5K	-0.96%
Sep 30, 2025	MORGAN STANLEY	1.13%	79.21K	905.39K	4.02K	+5.35%
Sep 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.01%	400	4.57K	0	0
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.26%	18.42K	210.56K	0	0
Sep 30, 2025	HARA CAPITAL LLC	3.92%	275.29K	3.15M	19.68K	+7.70%
Sep 30, 2025	SEVEN MILE ADVISORY	1.8%	126.48K	1.45M	126.48K	+100.00%
Sep 30, 2025	ALMITAS CAPITAL LLC	4.99%	350.94K	4.01M	812	+0.23%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	1.64%	115.63K	1.32M	-8K	-6.47%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.51%	106.07K	1.21M	0	0
Sep 30, 2025	NUVEEN, LLC	0.23%	16.08K	183.76K	0	0
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.21%	14.55K	162.76K	0	0
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.21%	14.78K	165.39K	14.78K	+100.00%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.25%	17.56K	196.49K	0	0
Jun 30, 2025		0.27%	19.3K	216.01K	167	+0.87%
Jun 30, 2025	COLONY GROUP, LLC	0.24%	17.1K	191.4K	148	+0.87%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	277	3.1K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	801	8.97K	-1	-0.12%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	1.85K	20.67K	802	+76.75%
Jun 30, 2025	UBS GROUP AG	0.16%	11.43K	127.9K	1.17K	+11.39%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	1.76%	123.63K	1.38M	-3.51K	-2.76%
Jun 30, 2025	HARA CAPITAL LLC	3.64%	255.61K	2.86M	7.64K	+3.08%
Jun 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.01%	71.01K	794.62K	0	0
Jun 30, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	4.45%	313.04K	3.5M	6.96K	+2.27%
Jun 30, 2025	NUVEEN, LLC	0.23%	16.08K	179.9K	0	0
Jun 30, 2025	MORGAN STANLEY	1.07%	75.19K	841.4K	-15.2K	-16.82%
Jun 30, 2025	ALMITAS CAPITAL LLC	4.98%	350.13K	3.92M	40.52K	+13.09%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	6.71%	471.44K	5.28M	-22.13K	-4.48%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	13.06%	918.07K	10.27M	7.58K	+0.83%
Jun 30, 2025	CENTENNIAL BANK/AR/	0.02%	1.5K	16.79K	0	0
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0.05%	3.23K	36.17K	3.23K	+100.00%
Jun 30, 2025	WFA OF SAN DIEGO, LLC	0.01%	1K	11.19K	1K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	6.14K	68.65K	6.14K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	19.49K	218.07K	2.33K	+13.56%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-27.33K	-100.00%
Jun 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.01%	400	4.48K	0	0
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.51%	106.07K	1.19M	-10.29K	-8.84%
Jun 30, 2025	CORPS CAPITAL ADVISORS, LLC	0.27%	19K	212.61K	0	0
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.2%	14.34K	160.46K	0	0
Mar 31, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	4.35%	306.09K	3.43M	57.14K	+22.95%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-33	-100.00%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0%	0	-	-35.05K	-100.00%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0%	0	-	-14.78K	-100.00%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-1	-100.00%
Mar 31, 2025	COLONY GROUP, LLC	0.24%	16.96K	190.08K	16.96K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	17.16K	192.38K	-4.93K	-22.33%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.25%	17.56K	196.84K	-85.23K	-82.92%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.39%	27.33K	306K	0	0
Mar 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.01%	71.01K	796.05K	0	0
Mar 31, 2025	GWN SECURITIES INC.	0%	0	-	-13.8K	-100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	277	3.11K	0	0
Mar 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.01%	400	4.48K	0	0
Mar 31, 2025	MORGAN STANLEY	1.29%	90.39K	1.01M	-2K	-2.16%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.66%	116.35K	1.3M	-99K	-45.97%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	1.81%	127.14K	1.43M	-83.5K	-39.64%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	802	8.99K	301	+60.08%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.05K	11.71K	-500	-32.36%
Mar 31, 2025	CENTENNIAL BANK/AR/	0.02%	1.5K	16.82K	0	0
Mar 31, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.05%	3.23K	36.23K	3.23K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.15%	10.26K	115.03K	2.2K	+27.24%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.2%	14.34K	160.74K	0	0
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.21%	14.55K	163.05K	0	0
Mar 31, 2025		0.23%	16.08K	180.22K	16.08K	+100.00%
Mar 31, 2025	HARA CAPITAL LLC	3.53%	247.97K	2.78M	1.8K	+0.73%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	7.02%	493.57K	5.53M	-1.85K	-0.37%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	12.95%	910.49K	10.21M	291.12K	+47.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	14.74K	158K	14.74K	+100.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.37%	25.69K	276.15K	0	0
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.71%	120.15K	1.29M	0	0
Mar 31, 2024	CI PRIVATE WEALTH, LLC	2.44%	171.46K	1.84M	0	0
Mar 31, 2024	ALMITAS CAPITAL LLC	4.96%	348.97K	3.75M	-2.12K	-0.60%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	5.43%	381.59K	4.1M	-176.85K	-31.67%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	7.45%	523.99K	5.69M	-1.1K	-0.21%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0%	0	-	-214.2K	-100.00%
Mar 31, 2024	UBS GROUP AG	0%	333	3.58K	-1.64K	-83.13%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.01%	367	3.95K	0	0
Mar 31, 2024	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.01%	400	4.3K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	445	4.78K	-625	-58.41%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.01%	738	7.93K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.02%	1.45K	16K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.03%	2.13K	22.89K	-52	-2.38%
Mar 31, 2024	GARNER ASSET MANAGEMENT CORP	0.15%	10.65K	115K	0	0
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.2%	14.34K	154.15K	36	+0.25%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	0.21%	14.55K	156.36K	0	0
Mar 31, 2024	FORT POINT CAPITAL PARTNERS LLC	0.27%	18.83K	202.43K	18.83K	+100.00%
Mar 31, 2024	BEVERLY HILLS PRIVATE WEALTH, LLC	0.41%	28.51K	306.5K	28.51K	+100.00%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.45%	31.74K	341.23K	-5.93K	-15.74%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.66%	46.32K	497.93K	46.02K	+15,339.67%
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.01%	71.01K	763.38K	-65.34K	-47.92%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	1.4%	98.21K	1.06M	19.07K	+24.10%
Mar 31, 2024	MORGAN STANLEY	1.6%	112.78K	1.21M	18K	+18.99%
Mar 31, 2024	HARA CAPITAL LLC	5.19%	364.94K	3.92M	82.29K	+29.11%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	6.13%	430.98K	4.63M	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.03%	2.18K	23.45K	-52	-2.33%
Dec 31, 2023	ALMITAS CAPITAL LLC	5.01%	351.09K	3.77M	326.72K	+1,340.55%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	6.14%	430.98K	4.63M	403	+0.09%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	7.49%	525.09K	5.64M	405.37K	+338.58%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	7.96%	558.45K	6M	-3.1K	-0.55%
Dec 31, 2023	ATLAS WEALTH LLC	0%	0	-	-325.91K	-100.00%
Dec 31, 2023	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0%	0	-	-2K	-100.00%
Dec 31, 2023	GPS WEALTH STRATEGIES GROUP, LLC	0%	0	-	-332	-100.00%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0%	0	-	-18.58K	-100.00%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	3.05%	214.2K	2.3M	-900	-0.42%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	2.44%	171.46K	1.84M	0	0
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.94%	136.35K	1.47M	0	0
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.71%	120.15K	1.29M	0	0
Dec 31, 2023	MORGAN STANLEY	1.35%	94.78K	1.02M	19.65K	+26.16%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	1.13%	79.13K	850.67K	44.25K	+126.88%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.54%	37.67K	404.97K	37.67K	+100.00%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.37%	25.69K	276.15K	25.69K	+100.00%
Dec 31, 2023	APTUS CAPITAL ADVISORS, LLC	0.21%	14.55K	156.36K	14.55K	+100.00%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.2%	14.3K	153.76K	47	+0.33%
Dec 31, 2023	THOMAS J. HERZFELD ADVISORS, INC.	0%	0	-	-29.72K	-100.00%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0%	0	-	-11.81K	-100.00%
Dec 31, 2023	GARNER ASSET MANAGEMENT CORP	0.15%	10.65K	115.6K	-1K	-8.58%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	0%	0	-	-638.82K	-100.00%
Dec 31, 2023		4.03%	282.65K	3.04M	282.65K	+100.00%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-31.95K	-100.00%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0%	300	3.23K	300	+100.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.01%	367	3.95K	0	0
Dec 31, 2023	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.01%	400	4.3K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.01%	738	7.94K	238	+47.60%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	1.07K	11.5K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.02%	1.45K	16K	-4.76K	-76.67%
Dec 31, 2023	UBS GROUP AG	0.03%	1.97K	21.22K	1.3K	+191.15%

Insiders

Among the DTF insiders holding of 0.18% of the stake in company, MORRIS EVERETT L, director, holds the largest shares of 46.14K. POLLARD CARL F, director, is the second largest DTF insider with ownership of 20K shares. BURKE DONALD C, director, stands third with possession of 15.03K shares of that stake.

Insiders	Designation	Shares Held
MORRIS EVERETT L	director	46.14K
POLLARD CARL F	director	20K
BURKE DONALD C	director	15.03K
HEANEY TIMOTHY M	VP & Chief Investment Officer	15K
JEFFRIES FRANCIS E	director	8.13K
GRUMHAUS DAVID D JR.	President and CEO	6.65K
GEORGESON WILLIAM N	director	4.2K
BEITTEL T BROOKS	Senior VP and Secretary	1.5K
MCNAMARA GERALDINE M	director	1.4K
MORAN EILEEN A	director	1.35K
PETRISKO DANIEL	SVP and Assistant Secretary	1.2K
MCLOUGHLIN PHILIP R	director	1.09K
PAVIA RICHARD A	director	1.05K
CONNER STEWART E	director	1K
LAMPTON NANCY	director	1K
KAHRER MARK G.	director	1K
LEONARD LISA	Vice President	250
GENETSKI ROBERT J	director	150
JPMORGAN CHASE BANK, N.A.	10 percent owner	0
BANK OF AMERICA CORP /DE/	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 25, 2025	GRUMHAUS DAVID D JR.	PURCHASE	11.34	1.4K	15.88K	6.65K
Aug 15, 2025	KAHRER MARK G.	PURCHASE	11.35	1K	11.35K	1K
Apr 10, 2024	GRUMHAUS DAVID D JR.	PURCHASE	10.70	2.5K	26.75K	5.01K
Apr 09, 2024	GRUMHAUS DAVID D JR.	PURCHASE	10.77	6	64.62	2.51K
Jul 31, 2023	JPMORGAN CHASE BANK, N.A.	SALE	150361.23	150	22.55M	0
Jun 15, 2023	JPMORGAN CHASE BANK, N.A.	SALE	25042671.23	250	6.26B	150
Mar 24, 2023	GRUMHAUS DAVID D JR.	PURCHASE	10.96	2.5K	27.4K	2.5K
Nov 16, 2022	JPMORGAN CHASE BANK, N.A.	SALE	0.00	250	-	400
Oct 23, 2018	LEONARD LISA	PURCHASE	12.36	250	3.09K	250
Oct 11, 2018	HEANEY TIMOTHY M	PURCHASE	12.42	2K	24.84K	15K
Apr 09, 2018	PETRISKO DANIEL	PURCHASE	0.00	1.2K	-	1.2K
Nov 30, 2017	HEANEY TIMOTHY M	PURCHASE	14.03	200	2.81K	11.81K
Nov 29, 2017	HEANEY TIMOTHY M	PURCHASE	14.03	610	8.56K	11.61K
Nov 28, 2016	HEANEY TIMOTHY M	PURCHASE	14.50	1.66K	24.07K	11K
Nov 23, 2016	HEANEY TIMOTHY M	PURCHASE	14.46	1.34K	19.38K	9.34K
Jun 09, 2015	HEANEY TIMOTHY M	PURCHASE	14.38	1.21K	17.4K	8K
Oct 06, 2014	HEANEY TIMOTHY M	PURCHASE	15.00	1.6K	24K	6.79K
Sep 29, 2014	BURKE DONALD C	PURCHASE	15.03	1K	15.03K	15.03K
Sep 11, 2013	HEANEY TIMOTHY M	PURCHASE	13.68	2K	27.36K	5.19K
Nov 17, 2011	GENETSKI ROBERT J	PURCHASE	15.33	150	2.3K	150
Jul 08, 2011	MCLOUGHLIN PHILIP R	PURCHASE	15.30	600	9.18K	1.09K
Mar 02, 2011	BANK OF AMERICA CORP /DE/	SALE	14.26	19	270.94	0
Dec 21, 2010	HEANEY TIMOTHY M	PURCHASE	14.30	2.19K	31.32K	3.19K
Jan 04, 2010	MCLOUGHLIN PHILIP R	PURCHASE	14.62	200	2.92K	455
May 15, 2009	CONNER STEWART E	PURCHASE	13.28	1K	13.28K	1K
May 13, 2009	POLLARD CARL F	PURCHASE	12.90	9K	116.1K	20K
May 08, 2009	POLLARD CARL F	PURCHASE	12.75	1K	12.75K	11K
Mar 12, 2009	MCNAMARA GERALDINE M	PURCHASE	11.75	1.4K	16.45K	1.4K
Feb 24, 2009	HEANEY TIMOTHY M	PURCHASE	11.80	400	4.72K	400
Oct 10, 2008	BEITTEL T BROOKS	PURCHASE	9.04	500	4.52K	1.5K
Oct 07, 2008	BEITTEL T BROOKS	PURCHASE	11.20	1K	11.2K	1K
Nov 13, 2006	POLLARD CARL F	PURCHASE	15.15	10K	151.5K	10K
Apr 26, 2006	MORRIS EVERETT L	PURCHASE	14.35	5.6K	80.36K	46.14K
Apr 24, 2006	MORRIS EVERETT L	PURCHASE	14.35	500	7.18K	40.54K
Apr 21, 2006	MORRIS EVERETT L	PURCHASE	14.35	3.9K	55.97K	40.04K
Jun 30, 2005	MORRIS EVERETT L	SALE	15.90	6.3K	100.17K	9.07K
Jun 29, 2005	MORRIS EVERETT L	SALE	15.90	7.2K	114.48K	15.37K
Jun 28, 2005	MORRIS EVERETT L	SALE	15.90	600	9.54K	22.57K
Jun 27, 2005	MORRIS EVERETT L	SALE	15.90	7.1K	112.89K	811
Jun 24, 2005	MORRIS EVERETT L	SALE	15.90	4.3K	68.37K	811
Jun 23, 2005	MORRIS EVERETT L	SALE	15.90	2.3K	36.57K	812
Jun 22, 2005	MORRIS EVERETT L	SALE	15.90	11.2K	178.08K	812
Jun 15, 2005	MCNAMARA GERALDINE M	SALE	15.56	4	61.28	0
Jun 15, 2005	PAVIA RICHARD A	SALE	15.56	263	4.09K	1.05K
Jun 10, 2005	PAVIA RICHARD A	SALE	15.56	263	4.09K	1.05K
Jun 10, 2005	MCNAMARA GERALDINE M	SALE	15.56	4	61.29	0
Jun 10, 2005	GEORGESON WILLIAM N	SALE	15.56	1.05K	16.32K	4.2K
Jun 06, 2005	GEORGESON WILLIAM N	PURCHASE	15.82	26	417.59	5.25K
Jun 06, 2005	MORAN EILEEN A	PURCHASE	15.82	7	107.75	1.35K
Jun 06, 2005	JEFFRIES FRANCIS E	PURCHASE	15.82	41	647.03	8.13K
Jun 06, 2005	MORRIS EVERETT L	PURCHASE	15.82	4	64.72	813
Jun 06, 2005	PAVIA RICHARD A	PURCHASE	15.82	7	104.73	1.32K
Jun 01, 2005	LAMPTON NANCY	PURCHASE	15.80	1K	15.8K	1K
May 20, 2005	MCNAMARA GERALDINE M	PURCHASE	15.35	715	10.97K	0
May 06, 2005	PAVIA RICHARD A	PURCHASE	15.51	7	104.19	1.31K
May 06, 2005	MORAN EILEEN A	PURCHASE	15.51	10	158.73	1.99K
May 06, 2005	MCNAMARA GERALDINE M	PURCHASE	15.51	4	56.93	715
May 06, 2005	GEORGESON WILLIAM N	PURCHASE	15.51	27	415.45	5.22K
May 06, 2005	JEFFRIES FRANCIS E	PURCHASE	15.51	41	643.71	8.09K
Apr 06, 2005	GEORGESON WILLIAM N	PURCHASE	15.37	27	413.3	5.19K
Apr 06, 2005	JEFFRIES FRANCIS E	PURCHASE	15.37	42	640.37	8.05K
Apr 06, 2005	PAVIA RICHARD A	PURCHASE	15.37	7	103.65	1.3K
Apr 06, 2005	MORRIS EVERETT L	PURCHASE	15.37	4	64.05	805
Apr 06, 2005	MORAN EILEEN A	PURCHASE	15.37	7	106.64	1.34K
Apr 06, 2005	MCNAMARA GERALDINE M	PURCHASE	15.37	4	56.64	712
Mar 04, 2005	GEORGESON WILLIAM N	PURCHASE	16.36	25	411.29	5.17K
Mar 04, 2005	MCNAMARA GERALDINE M	PURCHASE	16.36	3	56.36	708
Mar 04, 2005	MORAN EILEEN A	PURCHASE	16.36	10	157.14	1.97K
Mar 04, 2005	PAVIA RICHARD A	PURCHASE	16.36	6	103.15	1.3K
Mar 04, 2005	JEFFRIES FRANCIS E	PURCHASE	16.36	39	637.26	8.01K
Mar 04, 2005	MORRIS EVERETT L	PURCHASE	16.36	4	63.74	801
Feb 04, 2005	MORRIS EVERETT L	PURCHASE	16.08	4	63.43	797
Feb 04, 2005	JEFFRIES FRANCIS E	PURCHASE	16.08	39	634.1	7.97K
Feb 04, 2005	MCNAMARA GERALDINE M	PURCHASE	16.08	3	56.08	705
Feb 04, 2005	GEORGESON WILLIAM N	PURCHASE	16.08	25	409.25	5.14K
Feb 04, 2005	PAVIA RICHARD A	PURCHASE	16.08	6	102.64	1.29K
Feb 04, 2005	MORAN EILEEN A	PURCHASE	16.08	10	156.36	1.96K
Jan 06, 2005	MORRIS EVERETT L	PURCHASE	15.89	2	25.98	793
Jan 06, 2005	MCNAMARA GERALDINE M	PURCHASE	15.89	1	19.98	607
Jan 06, 2005	MORAN EILEEN A	PURCHASE	15.89	5	83.27	2.54K
Jan 06, 2005	JEFFRIES FRANCIS E	PURCHASE	15.89	94	1.5K	7.93K
Jan 06, 2005	PAVIA RICHARD A	PURCHASE	15.89	3	42.04	1.28K
May 06, 2002	MORRIS EVERETT L	PURCHASE	15.51	4	64.39	809

Frequently Asked Questions