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Disclosery

KTF DWS MUN INCOME TR

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COM (fund), issuer CIK 839533

65 managers (65 13F filers) reported a position in KTF shares at 2025-09-30, 19,217,909 shares in all. 8 filers opened a position and 11 filers sold out during the quarter.

Managers
65
13F filers
65
New
8
Added
15
Reduced
20
Sold out
11
Shares held by filers
19,217,909

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC9,832,145$90.2M1.83%+385,26013F-HRTimelineGroup
Karpus Management, Inc.3,300,834$30.3M0.96%+242,89813F-HRTimeline
1607 Capital Partners, LLC1,341,483$12.3M0.93%-82,67313F-HRTimeline
LPL Financial LLC495,046$4.54M<0.01%+423,19813F-HRTimeline
Hennion & Walsh Asset Management, Inc.462,108$4.24M0.15%-70,16113F-HRTimeline
NorthCoast Asset Management LLC329,551$3.02M0.01%-4,07713F-HRTimeline
Capital Investment Advisors, LLC307,964$2.82M0.05%-19,47113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP199,433$1.83M<0.01%+31,08813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN187,826$1.72M<0.01%+43,41713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/172,385$1.58M<0.01%-36,43513F-HR/ATimelineGroup
MELFA WEALTH MANAGEMENT, INC.134,569$1.23M0.72%013F-HRTimeline
MacKay Shields LLC130,807$1.2M0.04%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …126,286$1.16M<0.01%-21,46213F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.120,000$1.1M<0.01%-50,00013F-HRTimelineGroup
Dakota Wealth Management119,561$1.1M0.02%+5,50013F-HR/ATimeline
Bulldog Investors, LLP92,604$849K0.2%-194,32413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,494$766K<0.01%-6,01013F-HRTimelineGroup
Nuveen, LLCin group TIAA79,026$725K<0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.74,170$680K0.03%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG73,365$673K<0.01%+93513F-HRTimelineGroup
WEDBUSH SECURITIES INC70,067$643K0.02%-1,00013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC69,258$635K<0.01%+17,25413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC63,504$582K<0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC60,860$558K0.02%013F-HRTimeline
Advisory Services Network, LLC59,406$545K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.51,462$472K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,400$444K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,183$423K<0.01%-1,00013F-HRTimelineGroup
Camelot Portfolios, LLC36,503$335K0.2%-2,78113F-HRTimeline
SEVEN MILE ADVISORY36,209$332K0.05%new13F-HRTimeline
NewEdge Advisors, LLC36,100$331K<0.01%new13F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC35,852$329K0.33%-3,24713F-HRTimeline
Noble Wealth Management PBC35,850$329K0.17%13F-HRTimeline
Wellspring Financial Advisors, LLC34,126$313K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,150$295K0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY32,030$294K<0.01%-1,63813F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…28,060$257K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC26,838$246K<0.01%-2,14413F-HRTimeline
Summit Financial Wealth Advisors, LLC25,400$234K0.04%013F-HRTimeline
Creative Planningin group Creative Planning24,870$228K<0.01%+26113F-HRTimelineGroup
Cambridge Investment Research Advisors,…23,686$217K<0.01%-1,96613F-HRTimeline
ROTHSCHILD INVESTMENT LLC23,317$214K0.01%-28,60013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,381$196K<0.01%-6,97213F-HRTimelineGroup
Basepoint Wealth LLC20,927$192K0.14%+9313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,401$190K<0.01%-213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,602$180K<0.01%+26313F-HRTimelineGroup
Plan A Wealth LLC18,753$172K0.09%013F-HRTimeline
Savvy Advisors, Inc.16,676$153K0.01%new13F-HRTimeline
MAI Capital Management15,485$142K<0.01%+1113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,261$122K<0.01%013F-HRTimeline
HighTower Advisors, LLC12,586$115K<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,617$107K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers11,097$102K<0.01%+76613F-HRTimeline
River Street Advisors LLC10,940$100K0.04%013F-HRTimeline
HRT FINANCIAL LP10,656$97K<0.01%new13F-HRTimeline
Gridiron Partners, LLC425,178$95.8K0.05%+414,73313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,053$73.8K<0.01%-20013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS6,000$55K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,179$47.5K<0.01%+18013F-HRTimelineGroup
Indiana Trust & Investment Management Co2,028$18.6K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,390$12.7K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,307$12K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.976$8.95K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.528$4.84K<0.01%013F-HRTimeline
Parallel Advisors, LLC100$917<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