DPG

Duff & Phelps Utility & IncETF$14.53 0.35%
UnclassifiedUSCUSIP 26433C105· EOD Aug 3, 2026◍ Confluence graph
Tracked 13F Holders
72
-49 QoQ
13F Value (tracked)
$140.1M
13F Moves · latest Q
16 added
11 trimmed
Recent Filings
14

Price & smart-money activity

$14.53 0.35%5Y +1.9%
$7.58$9.69$11.80$13.92$16.03202120222023202420252026342445622475634593951051051041110131021410213101610161467
Hover for who · click for detailEnd-of-day closing prices52w $12.41 – $15.02

Who owns DPG?

72 tracked 13F filers

72 tracked 13F filers disclose a position in DPG as of the latest SEC 13F filings, a combined $140.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$28.0M
1.9M
−4.3%
Reduced · −88K sh
Q1 2026
2WELLS FARGO & COMPANY/MN
$20.1M
1.4M
+2.8%
Added · +38K sh
Q1 2026
3Advisors Asset Management, Inc.
$15.7M
1.1M
+0.7%
Added · +7K sh
Q1 2026
4Allspring Global Investments Holdings, LLC
$9.0M
625K
+25%
Added · +126K sh
Q1 2026
5Karpus Management, Inc.
$7.7M
533K
−18%
Reduced · −119K sh
Q1 2026
6Kanen Wealth Management LLC
$7.6M
524K
+1.2%
Added · +6K sh
Q1 2026
7Pathstone Holdings, LLC
$7.1M
490K
+26%
Added · +102K sh
Q1 2026
8RAYMOND JAMES FINANCIAL INC
$6.1M
425K
+0.8%
Added · +3K sh
Q1 2026
9LPL Financial LLC
$5.4M
374K
+5.3%
Added · +19K sh
Q1 2026
10UBS Group AG
$3.9M
270K
~0%
Reduced · −48 sh
Q1 2026
11J.W. COLE ADVISORS, INC.
$3.9M
264K
+8.6%
Added · +21K sh
Q2 2026
12United Advisor Group, LLC
$3.8M
254K
−18%
Reduced · −56K sh
Q2 2026
13ROYAL BANK OF CANADA
$3.3M
230K
+13%
Added · +27K sh
Q1 2026
14FIRST TRUST ADVISORS LP
$2.0M
137K
+26%
Added · +28K sh
Q1 2026
15NewEdge Advisors, LLC
$1.7M
117K
+1.2%
Added · +1K sh
Q1 2026
16Hennion & Walsh Asset Management, Inc.
$1.6M
108K
+25%
Added · +21K sh
Q2 2026
17Zimmer Partners, LP
$1.6M
108K
+29%
Added · +25K sh
Q1 2026
18Kestra Advisory Services, LLC
$967K
65K
−19%
Reduced · −16K sh
Q2 2026
19OSAIC HOLDINGS, INC.
$818K
57K
+1.3%
Added · +723 sh
Q1 2026
20GUGGENHEIM CAPITAL LLC
$640K
44K
−33%
Reduced · −22K sh
Q1 2026
21Closed-End Fund Advisors, Inc.
$604K
41K
−2.6%
Reduced · −1K sh
Q2 2026
22COMMONWEALTH EQUITY SERVICES, LLC
$529K
37K
−2.7%
Reduced · −1K sh
Q1 2026
23Cetera Investment Advisers
$516K
36K
−37%
Reduced · −21K sh
Q1 2026
24CASCADE INVESTMENT GROUP, INC.
$501K
34K
Held
Q2 2026
25HighTower Advisors, LLC
$481K
33K
+42%
Added · +10K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DPG being bought or sold by institutions?

Last quarter, 8 funds opened a new position in DPG and 8 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
8
funds
Added
8
funds
Reduced
11
funds
Exited
0
funds

Funds that own DPG also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT36 funds$27.4B
ELI LILLY & COLLY34 funds$7.4B
NVIDIA CORPNVDA33 funds$41.8B
SS SPDR S&P 500 ETF TRUST-USSPY33 funds$1.6B
APPLE INCAAPL32 funds$32.0B
AMAZON.COM INCAMZN32 funds$19.3B
ALPHABET INC-CL AGOOGL32 funds$15.7B
BROADCOM INCAVGO32 funds$14.7B
META PLATFORMS INC-CLASS AMETA32 funds$9.4B
JPMORGAN CHASE & COJPM32 funds$6.9B
JOHNSON & JOHNSONJNJ32 funds$5.8B
ADVANCED MICRO DEVICESAMD32 funds$4.5B

Ranked by how many of DPG's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

22 funds-21 since Q3 2024
03671Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $13.5M

Recent filings

14 shown

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Connected entities for DPG

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Ask your agent what changed in DPG

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DPG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DPG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DPG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.