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Disclosery

KTF DWS MUN INCOME TR

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COM (fund), issuer CIK 839533

71 managers (71 13F filers) reported a position in KTF shares at 2025-12-31, 19,048,702 shares in all. 14 filers opened a position and 7 filers sold out during the quarter.

Managers
71
13F filers
71
New
14
Added
20
Reduced
16
Sold out
7
Shares held by filers
19,048,702

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC9,883,177$89.8M1.77%+51,03213F-HRTimelineGroup
Karpus Management, Inc.3,715,549$33.8M1.04%+414,71513F-HR/ATimeline
1607 Capital Partners, LLC1,140,943$10.4M0.71%-200,54013F-HRTimeline
LPL Financial LLC553,077$5.03M<0.01%+58,03113F-HRTimeline
Hennion & Walsh Asset Management, Inc.431,210$3.92M0.14%-30,89813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth326,813$2.97M<0.01%new13F-HRTimelineGroup
Capital Investment Advisors, LLC271,778$2.47M0.04%-36,18613F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP229,185$2.08M<0.01%+29,75213F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.9,786$1.77M0.87%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/176,527$1.6M<0.01%+4,14213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN148,996$1.35M<0.01%-38,83013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.129,200$1.17M0.68%-5,36913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …126,286$1.15M<0.01%013F-HRTimelineGroup
Dakota Wealth Management122,661$1.11M0.02%+3,10013F-HR/ATimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.120,000$1.09M<0.01%013F-HRTimelineGroup
MacKay Shields LLC92,505$841K0.03%-38,30213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC86,986$791K<0.01%+3,49213F-HRTimelineGroup
Nuveen, LLCin group TIAA79,026$718K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC77,244$702K0.02%+7,17713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.74,170$674K0.03%013F-HRTimelineGroup
NewEdge Advisors, LLC68,473$622K<0.01%+32,37313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC68,272$621K<0.01%-98613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA60,994$554K<0.01%+12,59413F-HRTimelineGroup
UBS Group AGin group UBS Group AG59,728$543K<0.01%-13,63713F-HRTimelineGroup
Advisory Services Network, LLC59,406$540K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.51,463$468K<0.01%+113F-HRTimelineGroup
&PARTNERS50,083$455K<0.01%new13F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC48,933$445K0.19%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,183$420K<0.01%013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC42,560$387K0.01%-18,30013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY37,530$341K<0.01%+5,50013F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,352$330K<0.01%new13F-HRTimelineGroup
SEVEN MILE ADVISORY36,209$329K0.06%013F-HRTimeline
Noble Wealth Management PBC36,020$327K0.16%+17013F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC35,254$320K0.29%-59813F-HRTimeline
Wellspring Financial Advisors, LLC34,126$310K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,150$301K<0.01%+1,00013F-HRTimelineGroup
Camelot Portfolios, LLC30,895$281K0.17%-5,60813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.28,250$257K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…28,060$255K<0.01%013F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC25,400$231K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…25,353$230K<0.01%+1,66713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,136$219K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC23,317$212K0.01%013F-HRTimeline
Creative Planningin group Creative Planning23,120$210K<0.01%-1,75013F-HRTimelineGroup
Integrated Wealth Concepts LLC22,320$203K<0.01%-4,51813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,600$196K<0.01%+19913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,442$195K<0.01%+1,84013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,409$195K<0.01%+2813F-HR/ATimelineGroup
Basepoint Wealth LLC20,668$188K0.11%-25913F-HRTimeline
Plan A Wealth LLC17,253$157K0.08%-1,50013F-HRTimeline
Savvy Advisors, Inc.16,676$152K<0.01%013F-HRTimeline
MAI Capital Management15,497$141K<0.01%+1213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,261$121K<0.01%013F-HRTimeline
HighTower Advisors, LLC12,586$114K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,090$110K<0.01%new13F-HRTimelineGroup
Gridiron Partners, LLC10,445$94.9K0.05%-414,73313F-HRTimeline
GM Advisory Group, LLC10,197$92.7K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,053$73.2K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,765$52.4K<0.01%+58613F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,775$25.2K<0.01%new13F-HRTimelineGroup
Indiana Trust & Investment Management Co2,028$18.4K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,390$12.6K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,307$11.9K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,000$9.09K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.976$8.87K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC780$7.09K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.528$4.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC165$1.5K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC100$909<0.01%013F-HRTimeline
FMR LLCin group FMR LLC5$45<0.01%new13F-HRTimelineGroup

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