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Disclosery

KTF DWS MUN INCOME TR

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COM (fund), issuer CIK 839533

68 managers (68 13F filers) reported a position in KTF shares at 2025-06-30, 18,186,824 shares in all. 8 filers opened a position and 12 filers sold out during the quarter.

Managers
68
13F filers
68
New
8
Added
19
Reduced
21
Sold out
12
Shares held by filers
18,186,824

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC9,446,885$83.5M1.78%+167,78713F-HRTimelineGroup
Karpus Management, Inc.3,057,936$27M0.87%+684,77613F-HRTimeline
1607 Capital Partners, LLC1,424,156$12.6M1.02%-52,32413F-HRTimeline
Hennion & Walsh Asset Management, Inc.532,269$4.71M0.19%-24,15413F-HRTimeline
NorthCoast Asset Management LLC333,628$2.95M0.01%+41,96513F-HRTimeline
Capital Investment Advisors, LLC327,435$2.89M0.05%-10,57213F-HR/ATimeline
Bulldog Investors, LLP286,928$2.54M0.64%-19,35513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/208,820$1.85M<0.01%+43,69313F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.170,000$1.5M<0.01%013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP168,345$1.49M<0.01%+2,36113F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …147,748$1.31M<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN144,409$1.28M<0.01%-16,70413F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.134,569$1.19M0.75%-5,50013F-HRTimeline
MacKay Shields LLC130,807$1.16M0.04%-43,15613F-HRTimeline
Dakota Wealth Management114,061$1.01M0.02%+38,14813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC89,504$791K<0.01%-113,77313F-HRTimelineGroup
Nuveen, LLCin group TIAA79,026$699K<0.01%013F-HRTimelineGroup
HB Wealth Management, LLC74,950$663K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.74,170$656K0.03%+42813F-HRTimelineGroup
UBS Group AGin group UBS Group AG72,430$640K<0.01%+25313F-HRTimelineGroup
LPL Financial LLC71,848$635K<0.01%-3,81013F-HRTimeline
WEDBUSH SECURITIES INC71,067$628K0.02%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC60,860$538K0.02%013F-HRTimeline
Advisory Services Network, LLC59,406$510K0.01%-6,67413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management56,893$503K<0.01%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC52,004$460K<0.01%+9,91513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC51,917$459K0.03%-5,00013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.51,462$455K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,400$428K<0.01%013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,183$417K<0.01%013F-HRTimelineGroup
Camelot Portfolios, LLC39,284$347K0.21%+1,30313F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC39,099$346K0.38%-4,59813F-HRTimeline
Wellspring Financial Advisors, LLC34,126$302K0.03%+6,03413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY33,668$298K<0.01%+6,78013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,561$270K<0.01%+61713F-HRTimelineGroup
Integrated Wealth Concepts LLC28,982$256K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,353$251K<0.01%-2,97213F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…28,060$248K<0.01%-74,44013F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,652$227K<0.01%+2,69713F-HRTimeline
Summit Financial Wealth Advisors, LLC25,400$225K0.04%013F-HRTimeline
Creative Planningin group Creative Planning24,609$218K<0.01%+25313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS24,000$212K<0.01%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.22,885$202K<0.01%-2,11413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,403$189K<0.01%+2,90213F-HR/ATimelineGroup
Basepoint Wealth LLC20,834$184K0.14%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,339$171K<0.01%new13F-HRTimelineGroup
Plan A Wealth LLC18,753$166K0.09%013F-HRTimeline
MAI Capital Management15,474$137K<0.01%+1113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,261$117K<0.01%013F-HRTimeline
HighTower Advisors, LLC12,586$111K<0.01%-1,18713F-HRTimeline
CX Institutional11,400$101K<0.01%013F-HR/ATimeline
River Street Advisors LLC10,940$96.7K0.04%new13F-HRTimeline
Gridiron Partners, LLC10,445$92.3K0.06%013F-HRTimeline
Cetera Investment Advisers10,331$91.3K<0.01%-4,65313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,000$88.4K<0.01%-2,70513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,253$73K<0.01%+20013F-HRTimelineGroup
Elequin Capital, LP7,972$70.5K0.01%+1,90613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS6,000$53K0.02%-2,00013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,999$44.2K<0.01%-8,38313F-HRTimelineGroup
MOTCO3,600$30.9K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC2,500$22.1K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co2,028$17.9K0.01%-22,00013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,307$11.6K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL0$8.84K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Cape Investment Advisory, Inc.976$8.63K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.528$4.67K<0.01%013F-HRTimeline
Parallel Advisors, LLC100$884<0.01%013F-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