Who owns DPG (DPG)
Which tracked institutional funds hold DPG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DPG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on DPG is one-sided between 2025-Q4 and 2026-Q1: 21 added or opened and 5 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DPG’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DPG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DPG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 84 tracked filers holding DPG, 43 increased or opened the position and 30 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DPG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Bulldog Investors, LLP$3M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$518K
Full exits 2
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
- Concorde Asset Management, LLC$731K
Largest adds
- J.W. COLE ADVISORS, INC.$3M
- COHEN & STEERS, INC.$3M
- WELLS FARGO & COMPANY/MN$3M
- Allspring Global Investments Holdings, LLC$3M
- MORGAN STANLEY$2M
- Pathstone Holdings, LLC$2M
Largest trims
- NewEdge Advisors, LLC$1M
- Karpus Management, Inc.$584K
- Thomas J. Herzfeld Advisors, Inc.$314K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,936,773 | $28M | 16.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,391,795 | $20M | 11.6% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 1,086,566 | $16M | 9.0% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 624,733 | $9M | 5.2% | 2026-Q1 |
| COHEN & STEERS, INC. added | 538,869 | $8M | 4.5% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 533,200 | $8M | 4.4% | 2026-Q1 |
| Kanen Wealth Management LLC added | 523,585 | $8M | 4.4% | 2026-Q1 |
| Pathstone Holdings, LLC added | 490,161 | $7M | 4.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 424,702 | $6M | 3.5% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 391,497 | $6M | 3.3% | 2026-Q1 |
| LPL Financial LLC added | 374,459 | $5M | 3.1% | 2026-Q1 |
| United Advisor Group, LLC trimmed | 309,774 | $4M | 2.6% | 2026-Q1 |
| UBS Group AG trimmed | 270,385 | $4M | 2.3% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 243,330 | $4M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 230,171 | $3M | 1.9% | 2026-Q1 |
| Bulldog Investors, LLP new | 176,130 | $3M | 1.5% | 2026-Q1 |
| Saba Capital Management, L.P. added | 172,750 | $2M | 1.4% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 151,099 | $2M | 1.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 137,092 | $2M | 1.1% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 120,570 | $2M | 1.0% | 2026-Q1 |
| Zimmer Partners, LP added | 107,700 | $2M | 0.9% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 86,836 | $1M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 80,876 | $1M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 56,628 | $818K | 0.5% | 2026-Q1 |
| Invesco Ltd. added | 50,461 | $729K | 0.4% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 44,292 | $640K | 0.4% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. added | 41,769 | $603K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 36,658 | $529K | 0.3% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD new | 35,868 | $518K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 35,749 | $516K | 0.3% | 2026-Q1 |
| NWAM LLC added | 35,712 | $516K | 0.3% | 2026-Q1 |
| CASCADE INVESTMENT GROUP, INC. trimmed | 33,750 | $487K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 33,296 | $481K | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 33,278 | $481K | 0.3% | 2026-Q1 |
| Elm3 Financial Group, LLC trimmed | 32,251 | $466K | 0.3% | 2026-Q1 |
| Wealth Advisors of Tampa Bay, LLC | 32,000 | $462K | 0.3% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 28,017 | $405K | 0.2% | 2026-Q1 |
| Moors & Cabot, Inc. | 26,000 | $375K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 23,941 | $346K | 0.2% | 2026-Q1 |
| Almitas Capital LLC new | 22,565 | $326K | 0.2% | 2026-Q1 |
| Quantedge Capital Pte Ltd added | 22,400 | $323K | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 21,937 | $317K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 21,483 | $310K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC | 20,888 | $302K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 20,106 | $290K | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 17,074 | $247K | 0.1% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 16,614 | $240K | 0.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC trimmed | 15,112 | $218K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 14,506 | $209K | 0.1% | 2026-Q1 |
| Catalina Capital Group, LLC added | 13,732 | $198K | 0.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 12,944 | $185K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,657 | $183K | 0.1% | 2026-Q1 |
| XTX Topco Ltd new | 12,002 | $173K | 0.1% | 2026-Q1 |
| DECISION INVESTMENTS, INC | 11,650 | $168K | 0.1% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC new | 11,605 | $168K | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 11,331 | $164K | 0.1% | 2026-Q1 |
| &PARTNERS new | 10,278 | $148K | 0.1% | 2026-Q1 |
| CSS LLC/IL | 10,262 | $148K | 0.1% | 2026-Q1 |
| PFG Investments, LLC trimmed | 10,233 | $148K | 0.1% | 2026-Q1 |
| NorthCoast Asset Management LLC | 10,000 | $144K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 9,077 | $131K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 8,787 | $127K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 116,718 | $117K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 6,481 | $94K | 0.1% | 2026-Q1 |
| MATHER GROUP, LLC. new | 4,169 | $60K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 3,751 | $55K | 0.0% | 2026-Q1 |
| Hilton Head Capital Partners, LLC trimmed | 3,384 | $49K | 0.0% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 3,060 | $44K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 2,600 | $38K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 2,171 | $31K | 0.0% | 2026-Q1 |
| GS Investments, Inc. | 2,000 | $29K | 0.0% | 2026-Q1 |
| CENTRAL TRUST Co new | 2,000 | $29K | 0.0% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. | 1,700 | $25K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 1,453 | $21K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 1,250 | $18K | 0.0% | 2026-Q1 |
| Consolidated Portfolio Review Corp trimmed | 167,424 | $2M | 1.2% | 2025-Q3 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 167,434 | $2M | 1.2% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 65,514 | $813K | 0.5% | 2025-Q2 stale |
| Concorde Asset Management, LLC added | 57,520 | $731K | 0.4% | 2025-Q4 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 37,201 | $473K | 0.3% | 2025-Q4 stale |
| Walleye Capital LLC added | 34,861 | $433K | 0.2% | 2025-Q2 stale |
| Integrated Wealth Concepts LLC new | 20,662 | $263K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 21,233 | $260K | 0.1% | 2025-Q1 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 20,107 | $260K | 0.1% | 2025-Q3 stale |
| AQR Arbitrage LLC trimmed | 20,658 | $252K | 0.1% | 2025-Q1 stale |
| CORRADO ADVISORS, LLC | 18,685 | $241K | 0.1% | 2025-Q3 stale |
| Laird Norton Wetherby Wealth Management, LLC new | 16,380 | $203K | 0.1% | 2025-Q2 stale |
| Logan Stone Capital, LLC trimmed | 14,856 | $189K | 0.1% | 2025-Q4 stale |
| INTEGRITY ALLIANCE, LLC. new | 15,362 | $188K | 0.1% | 2025-Q1 stale |
| AQR CAPITAL MANAGEMENT LLC trimmed | 12,557 | $160K | 0.1% | 2025-Q4 stale |
| Dakota Wealth Management | 12,020 | $149K | 0.1% | 2025-Q2 stale |
| Waverly Advisors, LLC trimmed | 10,627 | $130K | 0.1% | 2025-Q1 stale |
| Cornerstone Advisors, LLC trimmed | 5,838 | $72K | 0.0% | 2025-Q2 stale |
| NBC SECURITIES, INC. added | 5,450 | $66K | 0.0% | 2025-Q1 stale |
| Colonial Trust Advisors new | 5,225 | $65K | 0.0% | 2025-Q2 stale |
| Rockefeller Capital Management L.P. added | 5,000 | $65K | 0.0% | 2025-Q3 stale |
| Investors Research Corp | 3,200 | $39K | 0.0% | 2025-Q1 stale |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3,000 | $37K | 0.0% | 2025-Q2 stale |
| COMERICA BANK trimmed | 2,171 | $28K | 0.0% | 2025-Q4 stale |
| OPTIMUM INVESTMENT ADVISORS | 1,300 | $17K | 0.0% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.