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Disclosery

KTF DWS MUN INCOME TR

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COM (common), issuer CIK 839533

71 managers (71 13F filers) reported a position in KTF shares at 2026-06-30, 17,531,165 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
71
13F filers
71
New
8
Added
20
Reduced
23
Sold out
2
Shares held by filers
17,531,165

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC9,781,996$90M1.7%-111,38813F-HRTimelineGroup
Karpus Management, Inc.2,760,957$25.4M0.73%-530,05913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/737,018$6.78M<0.01%+273,65213F-HRTimelineGroup
1607 Capital Partners, LLC695,792$6.4M0.56%-445,15113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth304,737$2.8M<0.01%-15,77413F-HRTimelineGroup
Capital Investment Advisors, LLC266,496$2.45M0.03%-5,43913F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP229,982$2.12M<0.01%-24,81513F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.205,379$1.89M0.05%-224,34313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp170,651$1.57M0.01%+58,80013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN132,948$1.22M<0.01%-4,11013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …126,286$1.16M<0.01%013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.120,569$1.11M0.6%-8,63113F-HRTimeline
Dakota Wealth Management117,161$1.08M0.02%-3,70013F-HRTimeline
WEDBUSH SECURITIES INC93,726$862K0.02%+16,48213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY92,132$848K<0.01%+31,63113F-HRTimelineGroup
NewEdge Advisors, LLC91,956$846K<0.01%-6,00513F-HRTimeline
LPL Financial LLC91,153$839K<0.01%-137,58313F-HRTimeline
Nuveen, LLCin group TIAA79,026$727K<0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…77,850$716K0.01%+26,20013F-HRTimelineGroup
Summit Trail Advisors, LLC73,866$680K0.01%+26,59313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA73,839$679K<0.01%+2,88013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC67,137$618K<0.01%-86513F-HRTimelineGroup
Regatta Research & Money Management66,297$610K0.58%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC64,682$595K<0.01%+16,05413F-HRTimelineGroup
Cambridge Investment Research Advisors,…59,285$545K<0.01%+1,98113F-HR/ATimeline
&PARTNERS55,250$508K<0.01%+2,35013F-HRTimeline
UBS Group AGin group UBS Group AG54,869$505K<0.01%-2,26913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.51,462$473K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC48,938$450K0.01%-5,04113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.47,637$438K<0.01%+11,20013F-HRTimelineGroup
Integrated Wealth Concepts LLC46,633$429K<0.01%+23,77613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,681$411K<0.01%-1,00013F-HRTimelineGroup
HRT FINANCIAL LP38,904$357K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,279$297K<0.01%+1,20013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,185$296K<0.01%013F-HRTimelineGroup
Logan Stone Capital, LLC32,019$295K0.06%new13F-HRTimeline
Camelot Portfolios, LLC29,568$272K0.19%-46613F-HRTimeline
Noble Wealth Management PBC28,850$265K0.12%-4,67013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…28,060$258K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …24,787$228K<0.01%-2,68113F-HRTimelineGroup
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC23,460$216K0.17%-19713F-HRTimeline
ROTHSCHILD INVESTMENT LLC23,317$215K0.01%013F-HRTimeline
Creative Planningin group Creative Planning22,771$209K<0.01%013F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC22,500$207K0.03%013F-HRTimeline
Americana Partners, LLC20,265$186K<0.01%new13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.20,000$184K<0.01%-70,00013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,402$178K<0.01%+3,05313F-HRTimelineGroup
Wellspring Financial Advisors, LLC19,026$175K0.01%-7,70013F-HRTimeline
Plan A Wealth LLC17,253$159K0.07%013F-HRTimeline
Savvy Advisors, Inc.16,676$153K<0.01%013F-HRTimeline
Basepoint Wealth LLC16,643$153K0.09%-4,52513F-HRTimeline
MAI Capital Management15,522$143K<0.01%+1213F-HRTimeline
READYSTATE ASSET MANAGEMENT LP14,954$138K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,261$122K<0.01%013F-HRTimeline
HighTower Advisors, LLC12,634$116K<0.01%+4813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,988$110K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC11,500$106K<0.01%new13F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.11,465$105K<0.01%new13F-HRTimelineGroup
Worth Asset Management, LLC10,956$101K0.03%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,053$74.1K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,214$66.4K<0.01%+2,21513F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…4,986$45K<0.01%+3,32413F-HRTimelineGroup
Allied Private Wealth LLC2,444$22.6K0.01%13F-HRTimeline
Indiana Trust & Investment Management Co2,028$18.7K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,472$13.5K<0.01%+2913F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC1,390$12.8K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,334$12.3K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC815$7.5K<0.01%+1613F-HRTimeline
HARBOUR INVESTMENTS, INC.528$4.86K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC165$1.52K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC100$920<0.01%013F-HRTimeline

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 8,984,416 KTF shares, 22.9% of the class, as of 2026-09-29, in a 13G/A filed 2026-10-01. 0000769317-26-000023

    Accepted , ingested

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 8,984,416 KTF shares, 22.9% of the class, as of 2026-09-28, in a 13D/A filed 2026-09-29. 0000769317-26-000010

    Accepted , ingested