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Disclosery

DPG DUFF & PHELPS UTLITY AND INF

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COM (fund), issuer CIK 1515671

77 managers (77 13F filers) reported a position in DPG shares at 2025-09-30, 10,569,105 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
77
13F filers
77
New
10
Added
30
Reduced
21
Sold out
7
Shares held by filers
10,569,105

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY2,034,810$26.3M<0.01%+26,99113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,340,534$17.3M<0.01%-14,47713F-HRTimelineGroup
Advisors Asset Management, Inc.1,017,718$13.1M0.22%+341,85613F-HR/ATimeline
Karpus Management, Inc.768,179$9.92M0.31%-202,41813F-HRTimeline
Kanen Wealth Management LLC506,268$6.56M2.19%+3,72713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …442,651$5.71M0.01%+1,24213F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.420,950$5.43M1.86%+102,67313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC415,775$5.37M<0.01%-96,78113F-HRTimelineGroup
United Advisor Group, LLC353,376$4.56M0.61%+8,26713F-HRTimeline
LPL Financial LLC345,342$4.46M<0.01%+12,32713F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.294,862$3.81M0.01%+71,59113F-HRTimelineGroup
UBS Group AGin group UBS Group AG288,882$3.73M<0.01%-98,10413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.275,300$3.55M0.07%+11,65613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC210,109$2.71M0.01%+125,70613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA179,127$2.31M<0.01%+15,18013F-HRTimelineGroup
Consolidated Portfolio Review Corp167,424$2.16M0.27%-12,58713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC160,094$2.07M0.4%+29,64313F-HRTimeline
NewEdge Advisors, LLC111,171$1.44M0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP104,901$1.35M<0.01%+33,39913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,871$830K<0.01%-29213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC64,261$830K0.01%-1,56113F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC62,151$802K0.12%+19,80013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC56,472$729K<0.01%-17913F-HRTimelineGroup
Cetera Investment Advisers53,272$688K<0.01%-4,35213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.48,410$625K<0.01%+33,47613F-HRTimelineGroup
Concorde Asset Management, LLC47,300$610K0.26%13F-HRTimeline
Elm3 Financial Group, LLC42,058$543K0.45%-1,47113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,192$493K<0.01%+20713F-HRTimeline
CASCADE INVESTMENT GROUP, INC.32,850$424K0.28%+2,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,655$422K<0.01%-6,24613F-HRTimelineGroup
Wealth Advisors of Tampa Bay, LLC32,000$413K0.14%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.31,400$405K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,813$398K<0.01%-24,12213F-HR/ATimelineGroup
Zimmer Partners, LP28,000$361K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,757$358K<0.01%+3,27313F-HRTimelineGroup
NWAM LLC27,009$358K0.02%+5,72813F-HR/ATimeline
Moors & Cabot, Inc.26,000$336K0.01%+25013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…25,087$324K0.01%+31313F-HRTimelineGroup
WEDBUSH SECURITIES INC24,856$321K0.01%+91213F-HRTimeline
RFG Advisory, LLC22,788$294K0.01%-2,30013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…22,056$285K0.09%-3,85813F-HRTimeline
Janney Montgomery Scott LLC21,772$281K<0.01%-16313F-HRTimeline
READYSTATE ASSET MANAGEMENT LP20,107$260K0.01%-8,75113F-HRTimeline
CORRADO ADVISORS, LLC18,685$241K0.13%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC18,579$240K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,307$236K<0.01%-20013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,170$235K<0.01%+7,41513F-HRTimelineGroup
Chicago Partners Investment Group LLC16,656$219K0.01%+21613F-HRTimeline
SeaCrest Wealth Management, LLC16,290$215K0.02%+1213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp14,500$187K<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,500$187K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,500$187K<0.01%013F-HRTimelineGroup
Catalina Capital Group, LLC12,935$167K0.1%013F-HRTimeline
Focus Financial Network, Inc.12,101$156K0.01%-2,73413F-HRTimeline
HighTower Advisors, LLC11,739$152K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.10,365$134K0.01%+513F-HRTimeline
CSS LLC/IL10,262$132K0.01%-2,00013F-HRTimeline
NorthCoast Asset Management LLC10,000$129K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…6,481$83.7K<0.01%-1,75013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,000$64.5K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC3,652$47.1K<0.01%+5113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,060$39.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,600$33.6K<0.01%013F-HRTimeline
COMERICA BANK2,313$29.9K<0.01%013F-HRTimeline
GS Investments, Inc.2,000$25.8K0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,300$16.8K0.01%013F-HRTimeline
Allworth Financial LP1,250$16.1K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,118$14.4K<0.01%+1813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC720$9.29K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.700$9.04K<0.01%-36813F-HRTimeline
Estabrook Capital Management510$6.58K<0.01%+913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC400$5.16K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners373$4.82K<0.01%+23113F-HRTimelineGroup
Advisory Services Network, LLC287$3.71K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.88$1.14K<0.01%013F-HRTimeline
Key Financial Inc53$690<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$13<0.01%013F-HRTimelineGroup