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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 2025-06-30, 10,068,187 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
75
13F filers
75
New
9
Added
31
Reduced
15
Sold out
10
Shares held by filers
10,068,187

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY2,007,819$24.9M<0.01%-2,03713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,355,011$16.8M<0.01%+13,60713F-HRTimelineGroup
Karpus Management, Inc.970,597$12M0.39%-53,12313F-HRTimeline
Advisors Asset Management, Inc.675,862$8.39M0.15%+210,02413F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC512,556$6.36M<0.01%+61,96013F-HRTimelineGroup
Kanen Wealth Management LLC502,541$6.24M2.39%-82,56013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …441,409$5.48M0.01%+12,99913F-HRTimelineGroup
UBS Group AGin group UBS Group AG386,986$4.8M<0.01%+27,55213F-HRTimelineGroup
United Advisor Group, LLC345,109$4.28M0.74%-81013F-HRTimeline
LPL Financial LLC333,015$4.13M<0.01%+18,74013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.318,277$3.95M1.41%new13F-HRTimeline
J.W. COLE ADVISORS, INC.263,644$3.27M0.07%new13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.223,271$2.77M0.01%+32,00013F-HRTimelineGroup
Consolidated Portfolio Review Corp180,011$2.23M0.31%-64,51513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA163,947$2.03M<0.01%+2,89213F-HR/ATimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC130,451$1.62M0.36%+12,96413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC84,403$1.05M<0.01%-25,51013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP71,502$887K<0.01%+17,24213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC65,822$817K0.01%-60013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…65,514$813K0.06%+53,30313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,163$809K<0.01%-1,11213F-HR/ATimelineGroup
Cetera Investment Advisers57,624$715K<0.01%+3,78113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC56,651$703K<0.01%+1,07713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/54,935$682K<0.01%+10,54013F-HRTimelineGroup
Elm3 Financial Group, LLC43,529$540K0.45%-1,40413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC42,351$526K0.09%+7,96113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,901$483K<0.01%+67613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC37,985$471K<0.01%+5813F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC34,861$433K<0.01%+1,72113F-HRTimelineGroup
Wealth Advisors of Tampa Bay, LLC32,000$397K0.15%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.30,850$383K0.27%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP28,858$358K0.01%+4,16313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…25,914$322K0.11%+56613F-HRTimeline
Moors & Cabot, Inc.25,750$320K0.01%013F-HRTimeline
RFG Advisory, LLC25,088$311K0.01%+2,04613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…24,774$307K0.01%+1,39913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,484$304K<0.01%+5,19313F-HRTimelineGroup
WEDBUSH SECURITIES INC23,944$297K0.01%-5,12013F-HRTimeline
Janney Montgomery Scott LLC21,935$272K<0.01%+9013F-HRTimeline
NWAM LLC21,281$264K0.02%+4,51513F-HR/ATimeline
CORRADO ADVISORS, LLC18,685$232K0.14%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,507$230K<0.01%-14,59313F-HRTimelineGroup
Chicago Partners Investment Group LLC16,440$207K0.01%+22213F-HRTimeline
Laird Norton Wetherby Wealth Management…16,380$203K0.01%13F-HRTimeline
SeaCrest Wealth Management, LLC16,278$202K0.02%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.14,934$185K<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.14,835$184K0.01%+2313F-HRTimeline
CWM, LLCin group CWM, LLC14,500$180K<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCgroup of 2 filers holding14,500$180K-6,158Timeline
Catalina Capital Group, LLC12,935$161K0.11%+1,91713F-HRTimeline
CSS LLC/IL12,262$152K0.01%-1,00013F-HRTimeline
Dakota Wealth Management12,020$149K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,755$133K<0.01%-7,88013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.10,360$129K0.01%-2,49113F-HRTimeline
NorthCoast Asset Management LLC10,000$124K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…8,231$102K<0.01%013F-HRTimeline
Cornerstone Advisors, LLC5,838$72.5K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors5,225$64.8K0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC3,601$44.7K<0.01%+5413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,060$38K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,000$36.7K0.01%13F-HRTimeline
CoreCap Advisors, LLC2,600$32.3K<0.01%-70013F-HRTimeline
COMERICA BANK2,313$28.7K<0.01%+8413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,300$16.1K0.01%013F-HRTimeline
Allworth Financial LP1,250$15.5K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,100$13.7K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,068$13.3K<0.01%013F-HRTimeline
Estabrook Capital Management501$6.22K<0.01%+813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC400$4.96K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.400$4.96K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners142$1.76K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.88$1.09K<0.01%013F-HRTimeline
Key Financial Inc53$658<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.