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Disclosery

DPG DUFF & PHELPS UTLITY AND INF

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COM (fund), issuer CIK 1515671

75 managers (75 13F filers) reported a position in DPG shares at 2025-03-31, 9,357,042 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
75
13F filers
75
New
12
Added
26
Reduced
21
Sold out
6
Shares held by filers
9,357,042

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

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY2,009,856$24.6M<0.01%-26,11413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,341,404$16.4M<0.01%+59,72213F-HRTimelineGroup
Karpus Management, Inc.1,023,720$12.5M0.41%-49,53113F-HRTimeline
Kanen Wealth Management LLC585,101$7.16M2.88%+311,97913F-HR/ATimeline
Advisors Asset Management, Inc.465,838$5.7M0.11%+233,13013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC450,596$5.51M<0.01%-31,72013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …428,410$5.24M0.01%-15,98213F-HRTimelineGroup
UBS Group AGin group UBS Group AG359,434$4.4M<0.01%-70,00313F-HRTimelineGroup
United Advisor Group, LLC345,919$4.23M0.87%+88713F-HRTimeline
LPL Financial LLC314,275$3.84M<0.01%-3,47813F-HRTimeline
Consolidated Portfolio Review Corp244,526$2.99M0.48%-5,11313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.191,271$2.34M<0.01%-25,00013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA161,055$1.97M<0.01%-3,41913F-HR/ATimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC117,487$1.44M0.38%+25,38313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC109,913$1.33M0.01%-8,41213F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC72,078$882K0.02%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC66,422$812K0.01%+15,72213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,275$811K<0.01%+6,35313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC55,574$680K<0.01%+4813F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP54,260$664K<0.01%+17,83313F-HRTimelineGroup
Cetera Investment Advisers53,843$658K<0.01%+14,24613F-HRTimeline
Elm3 Financial Group, LLC44,933$550K0.48%-8,93213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/44,395$543K<0.01%+17,35313F-HRTimelineGroup
Concorde Asset Management, LLC46,300$525K0.28%+2,70013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,225$467K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC37,927$464K<0.01%+76813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC34,390$421K0.08%-3,17713F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC33,140$405K<0.01%+14,11513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…33,100$405K<0.01%013F-HRTimelineGroup
Wealth Advisors of Tampa Bay, LLC32,000$391K0.16%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.30,850$377K0.29%+4,55013F-HRTimeline
WEDBUSH SECURITIES INC29,064$355K0.01%+2,70913F-HRTimeline
Moors & Cabot, Inc.25,750$315K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…25,348$310K0.12%-78813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP24,695$302K0.02%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,375$286K0.01%+3,28013F-HRTimelineGroup
RFG Advisory, LLC23,042$282K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC21,845$267K<0.01%-66013F-HRTimeline
Atria Wealth Solutions, Inc.21,233$260K<0.01%+4,47313F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC20,658$252K0.01%-71,66613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,291$236K<0.01%+1,92113F-HRTimelineGroup
CORRADO ADVISORS, LLC18,685$229K0.15%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,635$228K<0.01%new13F-HRTimelineGroup
NWAM LLC16,766$205K0.02%+5,09613F-HRTimeline
Chicago Partners Investment Group LLC16,218$201K0.01%+30713F-HRTimeline
INTEGRITY ALLIANCE, LLC.15,362$188K0.01%new13F-HRTimeline
Focus Financial Network, Inc.14,812$181K0.01%-75913F-HRTimeline
CSS LLC/IL13,262$162K0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.12,851$157K<0.01%+77013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…12,211$149K0.01%new13F-HRTimelineGroup
Quantedge Capital Pte Ltd12,200$149K0.05%-5,50013F-HRTimeline
Dakota Wealth Management12,020$147K<0.01%+61013F-HRTimeline
Catalina Capital Group, LLC11,018$135K0.09%new13F-HRTimeline
Waverly Advisors, LLC10,627$130K<0.01%-1,67313F-HRTimeline
NorthCoast Asset Management LLC10,000$122K<0.01%new13F-HR/ATimeline
Steward Partners Investment Advisory, L…8,231$101K<0.01%+2,34113F-HRTimeline
LANARK FINANCIAL, INC.5,450$66K0.01%+5,44513F-HRTimeline
Farther Finance Advisors, LLC3,547$43.4K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC3,300$40.4K<0.01%-2,02513F-HRTimeline
Investors Research Corp3,200$39.1K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,060$37.4K<0.01%013F-HRTimeline
COMERICA BANK2,229$27.3K<0.01%-4713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,300$15.9K0.01%013F-HRTimeline
Allworth Financial LP1,250$15.2K<0.01%-3,51713F-HRTimeline
Geneos Wealth Management Inc.1,068$13.1K<0.01%013F-HRTimeline
Elequin Capital, LP1,047$12.8K<0.01%new13F-HRTimeline
Estabrook Capital Management493$6.03K<0.01%+913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC400$4.89K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.400$4.89K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC298$3.64K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners142$1.74K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.88$1.08K<0.01%013F-HRTimeline
Key Financial Inc53$648<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$12<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.