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JH Disc Value Select ETF (JDVL)

CUSIP: 47804J677 | NYSE | 15 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC811,505
0.0% of portfolio›$25.4M
Commonwealth Equity Services, LLC209,356
0.0% of portfolio›$6.5M
Arete Wealth Advisors, LLC113,857
0.2% of portfolio›$3.6M
Sterling Capital Management LLC98,754
0.1% of portfolio›$3.1M
Iams Wealth Management, LLC47,237
0.4% of portfolio›$1.5M
Nova Financial LLC39,942
0.5% of portfolio›$1.2M
TD Private Client Wealth LLC8,814
0.0% of portfolio›$275.4K
Farther Finance Advisors, LLC4,425
0.0% of portfolio›$138.3K
StyleTurnoverLocationFiled
LPL Financial LLC
811,505$25.4M0.0%IndexVery LowFort Mill, SC2026-11-06
Commonwealth Equity Services, LLC
209,356$6.5M0.0%ETFLowWaltham, MA2026-11-02
Arete Wealth Advisors, LLC
113,857$3.6M0.2%CoreMediumChicago, IL2026-11-09
Sterling Capital Management LLC
98,754$3.1M0.1%CoreMediumCharlotte, NC2026-10-22
Iams Wealth Management, LLC
47,237$1.5M0.4%CoreMediumOmaha, NE2026-10-15
Nova Financial LLC
39,942$1.2M0.5%GARPN/ATucson, AZ2026-11-04
TD Private Client Wealth LLC
8,814$275.4K0.0%ETFLowNew York, NY2026-10-28
Farther Finance Advisors, LLC
4,425$138.3K0.0%IndexLowSan Francisco, CA2026-10-08