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Disclosery

KTF DWS MUN INCOME TR

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COM (fund), issuer CIK 839533

75 managers (75 13F filers) reported a position in KTF shares at 2025-03-31, 18,412,063 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
75
13F filers
75
New
6
Added
22
Reduced
23
Sold out
7
Shares held by filers
18,412,063

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC9,279,098$87M2.04%+301,80413F-HRTimelineGroup
Karpus Management, Inc.2,373,160$22.3M0.72%+148,28213F-HRTimeline
1607 Capital Partners, LLC1,476,480$13.8M1.12%+67,00113F-HRTimeline
Hennion & Walsh Asset Management, Inc.556,423$5.22M0.23%-13,92813F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…412,392$3.87M0.41%013F-HRTimeline
Capital Investment Advisors, LLC338,007$3.17M0.06%-1,04113F-HRTimeline
Bulldog Investors, LLP306,283$2.87M0.78%-148,33513F-HRTimeline
NorthCoast Asset Management LLC291,663$2.74M0.01%-1,15813F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,277$1.91M<0.01%+8,13013F-HRTimelineGroup
MacKay Shields LLC173,963$1.63M0.05%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.170,000$1.59M<0.01%013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP165,984$1.56M<0.01%-35,27213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/165,127$1.55M<0.01%-44,24613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN161,113$1.51M<0.01%-91,59813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …147,748$1.39M<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC141,831$1.33M<0.01%+17,60513F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.140,069$1.31M0.89%-8,00013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC126,933$1.19M0.01%+13,28713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…102,500$961K<0.01%013F-HRTimelineGroup
Nuveen, LLCin group TIAA79,026$741K<0.01%13F-HRTimelineGroup
Dakota Wealth Management75,913$712K0.02%+39,01313F-HRTimeline
LPL Financial LLC75,658$710K<0.01%+10,02713F-HRTimeline
HB Wealth Management, LLC74,950$703K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.73,742$692K0.04%-34313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG72,177$677K<0.01%-38813F-HRTimelineGroup
Advisory Services Network, LLC66,080$620K0.01%-5,45413F-HRTimeline
U.S. Capital Wealth Advisors, LLC60,860$571K0.02%-1,00013F-HRTimeline
Noble Wealth Management PBC60,000$563K0.38%-15,17513F-HRTimeline
Transform Wealth, LLC57,714$541K0.03%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC54,105$536K<0.01%-491,51713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC56,917$534K0.04%-32,00013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.51,462$483K<0.01%-113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,400$454K<0.01%013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,183$443K<0.01%-37713F-HRTimelineGroup
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC43,697$410K0.44%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC42,089$395K<0.01%+18,41413F-HRTimelineGroup
Orion Porfolio Solutions, LLC40,572$381K<0.01%+83513F-HRTimeline
Orion Portfolio Solutions, LLC40,572$381K<0.01%+83513F-HR/ATimeline
Camelot Portfolios, LLC37,981$356K0.22%+8,95613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,325$294K<0.01%-4,07713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,944$281K<0.01%+61513F-HRTimelineGroup
Wellspring Financial Advisors, LLC28,092$264K0.03%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY26,888$252K<0.01%-3,87713F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.25,937$243K0.19%+2,22213F-HRTimeline
Summit Financial Wealth Advisors, LLC25,400$238K0.05%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.24,999$234K<0.01%+1,26313F-HRTimelineGroup
Creative Planningin group Creative Planning24,356$228K<0.01%+9,11813F-HRTimelineGroup
Indiana Trust & Investment Management Co24,028$225K0.08%-14,95213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC24,000$225K0.05%new13F-HRTimeline
Cambridge Investment Research Advisors,…22,955$215K<0.01%+1,51313F-HRTimeline
Basepoint Wealth LLC20,834$195K0.15%-2,89013F-HRTimeline
Plan A Wealth LLC18,753$176K0.14%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,501$174K<0.01%+1,99913F-HRTimelineGroup
MAI Capital Management15,463$145K<0.01%+1113F-HRTimeline
Cetera Investment Advisers14,984$141K<0.01%-1,33713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd14,245$134K0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC13,840$130K<0.01%+3,00013F-HRTimelineGroup
HighTower Advisors, LLC13,773$129K<0.01%+10813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,382$126K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,261$124K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,855$121K<0.01%+12013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,705$119K<0.01%013F-HRTimelineGroup
CX Institutional11,400$107K<0.01%new13F-HRTimeline
Gridiron Partners, LLC10,445$98K0.06%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,053$75.5K<0.01%013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS8,000$75K0.04%013F-HRTimeline
Elequin Capital, LP6,066$56.9K0.01%-1,07713F-HRTimeline
CoreCap Advisors, LLC2,500$23.4K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,307$12.3K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,000$9.38K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.976$9.15K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.528$4.95K<0.01%013F-HRTimeline
Parallel Advisors, LLC100$938<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.19$179<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

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