DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
KTF

DWS MUN INCOME TR NEW

67 institutions still hold DWS MUN INCOME TR NEW as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 233368109·67 13F holders·last filed Mar 31, 2026
Market cap
9.8%
vs prior quarter
13F value held
$67M
75.0% inst. owned
of float
Holders
67
-43 QoQ
filers reporting
Activity
+8 / −41
+889 added · −767 reduced
this quarter
Concentration
44.75%
Karpus Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

67 institutions reported KTF in Q1 2026. Karpus Management, Inc. leads at 44.8% of the visible book. -43 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Karpus Management, Inc.
CIK 0001048703
$30M3.3M0.93%Q1 2026
02
1607 Capital Partners, LLC
CIK 0001436866
$10M1.1M0.75%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M463K0.00%Q1 2026
04
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$4M430K0.13%Q1 2026
05
Focus Partners Wealth
CIK 0001542153
$3M327K0.00%Q4 2025
06
Capital Investment Advisors, LLC
CIK 0001582732
$2M272K0.04%Q1 2026
07
LPL Financial LLC
CIK 0001403438
$2M229K0.00%Q1 2026
08
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1M137K0.00%Q1 2026
09
MELFA WEALTH MANAGEMENT, INC.
CIK 0001962465
$1M129K0.68%Q1 2026
10
Allspring Global Investments Holdings, LLC
CIK 0001890906
$1M126K0.00%Q1 2026
11
Dakota Wealth Management
CIK 0001631353
$1M121K0.02%Q1 2026
12
Fiera Capital Corp
CIK 0001505817
$1M112K0.00%Q1 2026
13
NewEdge Advisors, LLC
CIK 0001633516
$891,44898K0.00%Q1 2026
14
Orion Portfolio Solutions, LLC
CIK 0001802647
$756,08180K0.00%Q1 2025
15
Nuveen, LLC
CIK 0001871926
$719,13779K0.00%Q1 2026
16
ROYAL BANK OF CANADA
CIK 0001000275
$646,00071K0.00%Q1 2026
17
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$618,81868K0.00%Q1 2026
18
MORGAN STANLEY
CIK 0000895421
$550,56761K0.00%Q1 2026
19
Transform Wealth, LLC
CIK 0001682266
$541,35858K0.03%Q1 2025
20
UBS Group AG
CIK 0001610520
$519,95657K0.00%Q1 2026
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