DWS MUN INCOME TR (KTF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
66
Reporting holders
$69.3M
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Karpus Management, Inc. | $25.4M | 2,760,957 | 0.73% | 31q | -16.1%-$4.9M |
| BANK OF AMERICA CORP /DE/ | $6.8M | 737,018 | 0.00% | 31q | +59.1%+$2.5M |
| 1607 Capital Partners, LLC | $6.4M | 695,792 | 0.56% | 31q | -39.0%-$4.1M |
| Focus Partners Wealth | $2.8M | 304,737 | 0.00% | 3q | -4.9%-$145.1K |
| Capital Investment Advisors, LLC | $2.5M | 266,496 | 0.03% | 25q | -2.0%-$50.0K |
| VAN ECK ASSOCIATES CORP | $2.1M | 229,982 | 0.00% | 31q | -9.7%-$228.3K |
| Hennion & Walsh Asset Management, Inc. | $1.9M | 205,379 | 0.05% | 18q | -52.2%-$2.1M |
| Fiera Capital Corp | $1.6M | 170,651 | 0.01% | 2q | +52.6%+$541.0K |
| WELLS FARGO & COMPANY/MN | $1.2M | 132,948 | 0.00% | 31q | -51.5%-$1.3M |
| Allspring Global Investments Holdings, LLC | $1.2M | 126,286 | 0.00% | 16q | HELD |
| MELFA WEALTH MANAGEMENT, INC. | $1.1M | 120,569 | 0.60% | 15q | -6.7%-$79.4K |
| Dakota Wealth Management | $1.1M | 117,161 | 0.02% | 9q | -3.1%-$34.0K |
| MORGAN STANLEY | $847.6K | 92,132 | 0.00% | 32q | +52.3%+$291.0K |
| NewEdge Advisors, LLC | $846.0K | 91,956 | 0.00% | 4q | -6.1%-$55.2K |
| LPL Financial LLC | $838.6K | 91,153 | 0.00% | 31q | -60.1%-$1.3M |
| Nuveen, LLC | $727.0K | 79,026 | 0.00% | 6q | HELD |
| Concurrent Investment Advisors, LLC | $716.2K | 77,850 | 0.01% | 4q | +50.7%+$241.0K |
| Summit Trail Advisors, LLC | $679.6K | 73,866 | 0.01% | 2q | +56.3%+$244.7K |
| ROYAL BANK OF CANADA | $679.0K | 73,839 | 0.00% | 31q | +4.1%+$26.5K |
| GUGGENHEIM CAPITAL LLC | $617.7K | 67,137 | 0.00% | 7q | -1.3%-$8.0K |
| Regatta Research & Money Management | $609.9K | 66,297 | 0.58% | new | FIRST |
| RAYMOND JAMES FINANCIAL INC | $595.1K | 64,682 | 0.00% | 7q | +33.0%+$147.7K |
| &PARTNERS | $507.6K | 55,250 | 0.00% | 3q | +4.4%+$21.6K |
| UBS Group AG | $504.8K | 54,869 | 0.00% | 31q | -4.0%-$20.9K |
| Baird Financial Group, Inc. | $473.4K | 51,462 | 0.00% | 16q | HELD |
| Advisory Services Network, LLC | $450.2K | 48,938 | 0.01% | 9q | -9.3%-$46.4K |
| Stratos Wealth Partners, LTD. | $438.3K | 47,637 | 0.00% | 3q | +30.7%+$103.0K |
| Integrated Wealth Concepts LLC | $429.0K | 46,633 | 0.00% | 5q | +104.0%+$218.7K |
| STIFEL FINANCIAL CORP | $411.1K | 44,681 | 0.00% | 31q | -2.2%-$9.2K |
| Kestra Advisory Services, LLC | $297.0K | 32,279 | 0.00% | 3q | +3.9%+$11.0K |
| OSAIC HOLDINGS, INC. | $296.1K | 32,185 | 0.00% | 26q | HELD |
| Logan Stone Capital, LLC | $294.6K | 32,019 | 0.06% | new | NEW |
| Camelot Portfolios, LLC | $272.0K | 29,568 | 0.19% | 31q | -1.6%-$4.3K |
| Noble Wealth Management PBC | $265.4K | 28,850 | 0.12% | 6q | -13.9%-$43.0K |
| PNC Financial Services Group, Inc. | $258.2K | 28,060 | 0.00% | 31q | HELD |
| OPPENHEIMER & CO INC | $228.0K | 24,787 | 0.00% | 5q | -9.8%-$24.7K |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | $215.8K | 23,460 | 0.17% | 6q | -0.8%-$1.8K |
| ROTHSCHILD INVESTMENT LLC | $214.5K | 23,317 | 0.01% | 11q | HELD |
| Creative Planning | $209.5K | 22,771 | 0.00% | 11q | HELD |
| Summit Financial Wealth Advisors, LLC | $207.0K | 22,500 | 0.03% | 31q | HELD |
| Americana Partners, LLC | $186.4K | 20,265 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $178.5K | 19,402 | 0.00% | 3q | +18.7%+$28.1K |
| Wellspring Financial Advisors, LLC | $175.0K | 19,026 | 0.01% | 9q | -28.8%-$70.8K |
| Plan A Wealth LLC | $158.7K | 17,253 | 0.07% | 7q | HELD |
| Savvy Advisors, Inc. | $153.4K | 16,676 | 0.00% | 4q | HELD |
| Basepoint Wealth LLC | $153.1K | 16,643 | 0.09% | 19q | -21.4%-$41.6K |
| MAI Capital Management | $142.8K | 15,522 | 0.00% | 7q | HELD |
| READYSTATE ASSET MANAGEMENT LP | $137.6K | 14,954 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $122.0K | 13,261 | 0.00% | 12q | HELD |
| HighTower Advisors, LLC | $116.2K | 12,634 | 0.00% | 17q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $110.3K | 11,988 | 0.00% | new | NEW |
| Mutual Advisors, LLC | $105.8K | 11,500 | 0.00% | new | NEW |
| Clear Street Group Inc. | $105.5K | 11,465 | 0.00% | new | NEW |
| Worth Asset Management, LLC | $100.8K | 10,956 | 0.03% | new | NEW |
| SIT INVESTMENT ASSOCIATES INC | $90.0K | 9,781,996 | 1.70% | 31q | -1.1%-$1.0K |
| US BANCORP \DE\ | $74.1K | 8,053 | 0.00% | 8q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $66.4K | 7,214 | 0.00% | 31q | +44.3%+$20.4K |
| Allied Private Wealth LLC | $22.6K | 2,444 | 0.01% | new | FIRST |
| Indiana Trust & Investment Management Co | $18.7K | 2,028 | 0.01% | 12q | HELD |
| Rockefeller Capital Management L.P. | $13.5K | 1,472 | 0.00% | 26q | +2.0% |
| HIGHLINE WEALTH PARTNERS LLC | $12.8K | 1,390 | 0.00% | 4q | HELD |
| Cullen/Frost Bankers, Inc. | $12.3K | 1,334 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $7.5K | 815 | 0.00% | 3q | +2.0% |
| HARBOUR INVESTMENTS, INC. | $4.9K | 528 | 0.00% | 21q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $4.6K | 500 | 0.00% | new | NEW |
| ASSETMARK, INC | $1.5K | 165 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.1K | 118,570 | 0.00% | 28q | +106.9% |
| Parallel Advisors, LLC | $920 | 100 | 0.00% | 6q | HELD |
| WEDBUSH SECURITIES INC | $862 | 93,726 | 0.02% | 5q | +21.3% |
| HRT FINANCIAL LP | $357 | 38,904 | 0.00% | new | NEW |
| COHEN & STEERS, INC. | $184 | 20,000 | 0.00% | 11q | -77.8% |
| Penserra Capital Management LLC | $45 | 4,986 | 0.00% | 2q | +200.0% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | KARPUS MANAGEMENT, INC. | 7.0% |
| 2026-08-07 | 13D/A | Sit Investment Associates, Inc.with 1 co-filers | 24.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 66 | $69.3M | 7,532,768 | 8 | 15 | 21 | 0.0% |
| Q1 2026 | 57 | $73.8M | 8,193,106 | 5 | 15 | 16 | 0.0% |
| Q4 2025 | 65 | $79.1M | 8,703,957 | 13 | 12 | 16 | 0.0% |
| Q3 2025 | 57 | $78.2M | 8,525,127 | 6 | 10 | 18 | 0.0% |
| Q2 2025 | 61 | $74.3M | 8,370,228 | 7 | 16 | 20 | 0.0% |
| Q1 2025 | 67 | $81.3M | 8,662,575 | 5 | 17 | 18 | 0.0% |
| Q4 2024 | 67 | $89.0M | 9,414,459 | 12 | 12 | 20 | 0.0% |
| Q3 2024 | 61 | $105.3M | 10,561,523 | 5 | 15 | 20 | 0.0% |
| Q2 2024 | 69 | $140.7M | 14,862,977 | 13 | 16 | 24 | 0.0% |
| Q1 2024 | 70 | $143.3M | 15,847,328 | 6 | 18 | 22 | 0.0% |
| Q4 2023 | 69 | $141.1M | 15,869,171 | 6 | 23 | 18 | 0.0% |
| Q3 2023 | 79 | $125.5M | 16,304,816 | 12 | 19 | 22 | 0.0% |
| Q2 2023 | 71 | $118.6M | 13,771,483 | 8 | 19 | 21 | 0.0% |
| Q1 2023 | 69 | $112.2M | 12,608,551 | 6 | 16 | 26 | 0.0% |
| Q4 2022 | 63 | $103.9M | 12,037,484 | 9 | 19 | 16 | 0.0% |
| Q3 2022 | 80 | $133.7M | 16,057,268 | 9 | 26 | 24 | 0.0% |
| Q2 2022 | 80 | $144.7M | 15,297,571 | 10 | 27 | 21 | 0.0% |
| Q1 2022 | 78 | $154.4M | 14,848,438 | 11 | 22 | 21 | 0.0% |
| Q4 2021 | 73 | $167.4M | 14,163,424 | 5 | 22 | 18 | 0.0% |
| Q3 2021 | 73 | $167.6M | 14,084,893 | 5 | 16 | 24 | 0.0% |
| Q2 2021 | 71 | $174.1M | 14,232,344 | 5 | 24 | 19 | 0.0% |
| Q1 2021 | 72 | $165.4M | 14,192,197 | 6 | 27 | 16 | 0.0% |
| Q4 2020 | 76 | $157.1M | 13,513,185 | 8 | 22 | 23 | 0.0% |
| Q3 2020 | 72 | $144.0M | 12,988,686 | 6 | 21 | 19 | 0.0% |
| Q2 2020 | 72 | $131.6M | 12,149,185 | 8 | 24 | 21 | 0.0% |
| Q1 2020 | 70 | $113.9M | 10,569,268 | 5 | 29 | 21 | 0.0% |
| Q4 2019 | 77 | $106.1M | 9,359,406 | 8 | 27 | 18 | 0.1% |
| Q3 2019 | 74 | $100.9M | 8,704,396 | 11 | 25 | 15 | 0.0% |
| Q2 2019 | 66 | $90.2M | 7,999,569 | 5 | 16 | 25 | 0.0% |
| Q1 2019 | 69 | $86.8M | 7,876,345 | 11 | 15 | 21 | 0.0% |
| Q4 2018 | 65 | $76.5M | 7,432,971 | 1 | 0 | 2 | 0.0% |