JDVI Institutional Ownership & Shareholders
JH DISC. VALUE INT SELECT (JDVI) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $691.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Manufacturers Life Insurance Company, The is currently the largest disclosed institutional shareholder of JDVI tracked by InsiderSet, reporting ownership valued at approximately $646.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $652.74M, representing an estimated gain of +0.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed JDVI value among the investors covered in this analysis. Major shareholders include Manufacturers Life Insurance Company, The, Integrated Wealth Concepts Llc, Janney Montgomery Scott Llc, and several other long-term asset managers with concentrated positions in JH DISC. VALUE INT SELECT (JDVI).
This page ranks the largest institutional JDVI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$691.36M
Largest Holder
Manufacturers Life Insurance Company, The
Largest Position
$646.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 0.50% | 16,767,642 | $646,759,810 | $652,744,182 | +$5,984,372 | +0.93% | |
| Integrated Wealth Concepts Llc | 0.07% | 285,546 | $11,014,052 | $11,115,963 | +$101,911 | +0.93% | |
| Janney Montgomery Scott Llc | 0.02% | 246,478 | $9,507,000 | $9,595,093 | +$88,093 | +0.93% | |
| Elyxium Wealth, Llc | 0.68% | 168,576 | $6,730,413 | $6,562,461 | -$167,952 | -2.50% | |
| Willow Financial Llc | 6.41% | 179,152 | $6,302,567 | $6,974,172 | +$671,605 | +10.66% | |
| Bill Few Associates, Inc. | 0.65% | 78,180 | $3,121,337 | $3,043,454 | -$77,883 | -2.50% | |
| Arete Wealth Advisors, Llc | 0.15% | 58,218 | $2,245,177 | $2,266,357 | +$21,180 | +0.94% | |
| Jane Street Group, Llc | 0.00% | 57,527 | $2,218,926 | $2,239,457 | +$20,531 | +0.93% | |
| Cresset Asset Management, Llc | 0.01% | 45,629 | $1,759,990 | $1,776,282 | +$16,292 | +0.93% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,877 | $394,328 | $384,500 | -$9,828 | -2.49% | |
| Titleist Asset Management, Llc | 0.02% | 8,595 | $343,155 | $334,593 | -$8,562 | -2.50% | |
| Cetera Investment Advisers | 0.00% | 8,158 | $314,670 | $317,581 | +$2,911 | +0.93% | |
| Brady Martz Wealth Solutions, Llc | 0.03% | 5,640 | $217,546 | $219,558 | +$2,012 | +0.93% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 5,640 | $217,546 | $219,558 | +$2,012 | +0.93% | |
| Morgan Stanley | 0.00% | 5,427 | $209,330 | $211,267 | +$1,937 | +0.93% | |
| Royal Bank Of Canada | 0.00% | 225 | $9,000 | $8,759 | -$241 | -2.68% |
Frequently asked questions about JDVI
Who are the largest institutional holders of JDVI?
The largest institutional holders of JDVI reported in the latest SEC Form 13F filings include Manufacturers Life Insurance Company, The, Integrated Wealth Concepts Llc, Janney Montgomery Scott Llc, Elyxium Wealth, Llc, and Willow Financial Llc. InsiderSet ranks institutional holders by their latest reported JDVI position.
What is JDVI institutional ownership?
This page tracks JDVI positions reported by institutional investment managers through SEC Form 13F. JH DISC. VALUE INT SELECT (JDVI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JDVI?
InsiderSet currently tracks 16 institutional managers reporting JDVI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JDVI shareholders.
How much JDVI stock do institutions own?
Institutional investment managers disclosed approximately $691.36M in JDVI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JDVI institutional ownership last updated?
The latest JDVI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JDVI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JDVI position after the reporting date.
Are institutions buying or selling JDVI?
Institutional buying and selling can be analyzed by comparing JDVI positions across consecutive 13F reporting periods. InsiderSet's JDVI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JDVI ownership changes.
How has JDVI institutional ownership changed over time?
InsiderSet tracks JDVI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.