DPG — Duff & Phelps Utlity And Infst Com Institutional Holders · Q3 2026
Who owns Duff & Phelps Utlity And Infst Com (DPG)? 5 institutions reported holding $856,568 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Elm3 Financial Group, LLC ($387,721), CapWealth Advisors, LLC ($243,567), Decision Investments, Inc ($149,353).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Elm3 Financial Group, LLC | $387,721 | 30,243 | Trimmed |
| 2 | CapWealth Advisors, LLC | $243,567 | 18,999 | New |
| 3 | DECISION INVESTMENTS, INC | $149,353 | 11,650 | Hold |
| 4 | Farther Finance Advisors, LLC | $42,595 | 3,323 | Trimmed |
| 5 | CoreCap Advisors, LLC | $33,332 | 2,600 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30