JDVL Institutional Ownership & Shareholders
JH DISC VALUE SELECT ETF (JDVL) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $856.68M 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 JDVL tracked by InsiderSet, reporting ownership valued at approximately $837.36M 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 $836.04M, representing an estimated loss of -0.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed JDVL value among the investors covered in this analysis. Major shareholders include Manufacturers Life Insurance Company, The, Lpl Financial Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in JH DISC VALUE SELECT ETF (JDVL).
This page ranks the largest institutional JDVL 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
8
Total Reported Value
$856.68M
Largest Holder
Manufacturers Life Insurance Company, The
Largest Position
$837.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
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 | 0.65% | 26,465,306 | $837,362,282 | $836,039,017 | -$1,323,265 | -0.16% | |
| Lpl Financial Llc | 0.00% | 326,894 | $10,342,926 | $10,326,581 | -$16,345 | -0.16% | |
| Commonwealth Equity Services, Llc | 0.00% | 100,101 | $3,167,200 | $3,162,191 | -$5,009 | -0.16% | |
| Sterling Capital Management Llc | 0.06% | 98,754 | $3,086,063 | $3,119,639 | +$33,576 | +1.09% | |
| Iams Wealth Management, Llc | 0.43% | 47,237 | $1,476,158 | $1,492,217 | +$16,059 | +1.09% | |
| Bellevue Asset Management, Llc | 0.41% | 28,069 | $888,103 | $886,700 | -$1,403 | -0.16% | |
| Citadel Advisors Llc | 0.00% | 6,955 | $220,056 | $219,708 | -$348 | -0.16% | |
| Farther Finance Advisors, Llc | 0.00% | 4,425 | $138,288 | $139,786 | +$1,498 | +1.08% |
Frequently asked questions about JDVL
Who are the largest institutional holders of JDVL?
The largest institutional holders of JDVL reported in the latest SEC Form 13F filings include Manufacturers Life Insurance Company, The, Lpl Financial Llc, Commonwealth Equity Services, Llc, Sterling Capital Management Llc, and Iams Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported JDVL position.
What is JDVL institutional ownership?
This page tracks JDVL positions reported by institutional investment managers through SEC Form 13F. JH DISC VALUE SELECT ETF (JDVL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JDVL?
InsiderSet currently tracks 8 institutional managers reporting JDVL 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 JDVL shareholders.
How much JDVL stock do institutions own?
Institutional investment managers disclosed approximately $856.68M in JDVL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JDVL institutional ownership last updated?
The latest JDVL 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 JDVL 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 JDVL position after the reporting date.
Are institutions buying or selling JDVL?
Institutional buying and selling can be analyzed by comparing JDVL positions across consecutive 13F reporting periods. InsiderSet's JDVL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JDVL ownership changes.
How has JDVL institutional ownership changed over time?
InsiderSet tracks JDVL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.