SEC 13F Intelligence

KTFDWS MUN INCOME TR

CUSIP 233368109 · Yahoo Finance ↗ · Google Finance ↗

Dws Mun Income Tr (KTF) has 64 institutional holders in Filings Flow’s 13F database, together reporting 18.44M shares worth $73M as of Q1 2026. The largest reported holders are Karpus Management, Inc., 1607 Capital Partners, LLC, and Bank Of America Corp /De/.

Institutional Holders
64
Q1 2026
Reported Value
$73M
Ticker
KTF
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 57Q4 ’18Q1 ’19: 60Q2 ’19: 58Q2 ’19Q3 ’19: 65Q2 ’21: 66Q2 ’21Q4 ’21: 65Q4 ’22: 70Q4 ’22Q4 ’25: 71Q1 ’26: 64Q1 ’26Q2 ’26: 6filingsflow.com
Total reported value
Q4 ’18: $70MQ4 ’18Q1 ’19: $81MQ2 ’19: $84MQ2 ’19Q3 ’19: $97MQ2 ’21: $989MQ2 ’21Q4 ’21: $158MQ4 ’22: $79MQ4 ’22Q4 ’25: $81MQ1 ’26: $73MQ1 ’26Q2 ’26: $4Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Ramiah Investment Group$275M AUM1.83%$303,46434.5KQ1 2026OLDER
Karpus Management, Inc.$3.2B AUM0.93%$30M3.29MQ1 2026OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.86%$2M9.8KQ4 2025OLDER
1607 Capital Partners, LLC$1.4B AUM0.75%$10M1.14MQ1 2026OLDER
MELFA WEALTH MANAGEMENT, INC.$174M AUM0.68%$1M129.2KQ1 2026OLDER
Camelot Portfolios, LLC$135M AUM0.20%$273,31030.0KQ1 2026OLDER
Bulldog Investors, LLP$445M AUM0.20%$849,17992.6KQ3 2025OLDER
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$113M AUM0.19%$215,28223.7KQ1 2026OLDER
ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM0.18%$444,80148.9KQ4 2025OLDER
Noble Wealth Management PBC$223M AUM0.12%$265,42028.9KQ2 2026
Basepoint Wealth LLC$175M AUM0.11%$192,62921.2KQ1 2026OLDER
Plan A Wealth LLC$209M AUM0.08%$157,00217.3KQ1 2026OLDER
SEVEN MILE ADVISORY$139M AUM0.06%$329,14036.2KQ4 2025OLDER
Gridiron Partners, LLC$164M AUM0.05%$94,94510.4KQ4 2025OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.05%$2M205.4KQ2 2026
River Street Advisors LLC$296M AUM0.04%$100,32010.9KQ3 2025OLDER
Capital Investment Advisors, LLC$6.8B AUM0.04%$2M271.9KQ1 2026OLDER
Worth Asset Management, LLC$313M AUM0.03%$100,79211.0KQ2 2026
MACKAY SHIELDS LLC$2.7B AUM0.03%$840,87092.5KQ4 2025OLDER
StoneX Group Inc.$1.9B AUM0.03%$674,35874.2KQ4 2025OLDER
Summit Financial Wealth Advisors, LLC$705M AUM0.03%$204,75022.5KQ1 2026OLDER
Hamrick Investment Counsel, llc$180M AUM0.03%$45,5005.0KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.02%$1M120.9KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.02%$55,0206.0KQ3 2025OLDER
Wellspring Financial Advisors, LLC$1.3B AUM0.02%$243,20726.7KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$3M329.6KQ3 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$212,18523.3KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$386,87042.6KQ4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$491,20954.0KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$430,18447.3KQ1 2026OLDER
Indiana Trust & Investment Management Co$324M AUM0.01%$18,4552.0KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$470,01551.6KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$618,81868.0KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.00%$151,75216.7KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$331,57736.4KQ1 2026OLDER
GM Advisory Group, LLC$2.6B AUM0.00%$92,69110.2KQ4 2025OLDER
Fiera Capital Corp$29.2B AUM0.00%$1M111.9KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$3M320.5KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$12,6491.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$891,44898.0KQ2 2026
OPPENHEIMER & CO INC$8.2B AUM0.00%$249,95927.5KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$8,872976Q4 2025OLDER
&PARTNERS$20.2B AUM0.00%$481,39152.9KQ1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$9,0901.0KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$1M126.3KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$2,319254.8KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$208,00422.9KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$282,81931.1KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$141,14215.5KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$468,30451.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M228.7KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$292,88332.2KQ1 2026OLDER
Creative Capital Management Investments LLC$348M AUM0.00%$1,365150Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$415,69745.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$4M463.4KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$119,48213.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M137.1KQ2 2026
Nuveen, LLC$369.3B AUM0.00%$719,13779.0KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$11,9241.3KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$255,34628.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$207,21922.8KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$12,1391.3KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$442,51348.6KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$114,52912.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$101,76011.1KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$646,00071.0KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$73,2828.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$582,33263.5KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$519,95657.1KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$4,805528Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$7,229799Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$330,44036.4KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$148,77716.3KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$45,4915.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$219,39624.1KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$13,1371.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$341,15537.5KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$910100Q2 2026
ASSETMARK, INC$49.0B AUM0.00%$1,502165Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$455Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.