JH DISC. VALUE INT SELECT (JDVI) Institutional Ownership Changes & 13F Activity
JH DISC. VALUE INT SELECT (JDVI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Manufacturers Life Insurance Company, The, Integrated Wealth Concepts Llc, Willow Financial Llc, Elyxium Wealth, Llc, and Cresset Asset Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Buy | +15,620,671 | +1361.9% | 16,767,642 | $646.76M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +285,546 | — | 285,546 | $11.01M | Q2 2026 | Sep 09, 2026 |
| Cresset Asset Management, Llc | Buy | +37,691 | +474.8% | 45,629 | $1.76M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +23,691 | +70.0% | 57,527 | $2.22M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +225 | — | 225 | $9.00K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +5,427 | — | 5,427 | $209.33K | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, Llc | Buy | +1,591 | +2.8% | 58,218 | $2.25M | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +8,158 | — | 8,158 | $314.67K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, Llc | Buy | +5,640 | — | 5,640 | $217.55K | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Buy | +21,805 | +9.7% | 246,478 | $9.51M | Q2 2026 | Aug 05, 2026 |
| Elyxium Wealth, Llc | Buy | +121,971 | +343.4% | 157,486 | $6.07M | Q2 2026 | Aug 03, 2026 |
| Commonwealth Equity Services, Llc | Sell | -50 | -0.8% | 6,219 | $239.86K | Q2 2026 | Jul 29, 2026 |
| Summit Wealth Group Llc / Co | Buy | +5,567 | — | 5,567 | $214.73K | Q2 2026 | Jul 28, 2026 |
| Brady Martz Wealth Solutions, Llc | Buy | +5,640 | — | 5,640 | $217.55K | Q2 2026 | Jul 23, 2026 |
| Titleist Asset Management, Llc | Sell | -300 | -3.1% | 9,320 | $359.49K | Q2 2026 | Jul 20, 2026 |
| Bill Few Associates, Inc. | Buy | +36,948 | +93.9% | 76,297 | $2.94M | Q2 2026 | Jul 07, 2026 |
| Willow Financial Llc | Sell | -145,826 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 21, 2026 |
Frequently asked questions about JDVI activity
Which institutional owners are buying JDVI?
Institutional owners buying JDVI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JDVI activity?
"Buy" means an investor increased their reported position in JDVI compared to the prior reporting period. This reflects growing exposure to JH DISC. VALUE INT SELECT (JDVI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JDVI increasing?
Institutional interest in JDVI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.