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JH Disc Value Select ETF (JDVL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares811,505 from 326,894
Change+484,611 (+148%)
Value$25.4M (+$15.0M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares209,356 from 100,101
Change+109,255 (+109%)
Value$6.5M (+$3.4M)
Filed 2026-11-02
Arete Wealth Advisors, LLC
NEW
Shares113,857
Change+113,857
Value$3.6M
Filed 2026-11-09
Sterling Capital Management LLC
NEW
Shares98,754
Change+98,754
Value$3.1M
Filed 2026-10-22
Iams Wealth Management, LLC
NEW
Shares47,237
Change+47,237
Value$1.5M
Filed 2026-10-15
Nova Financial LLC
NEW
Shares39,942
Change+39,942
Value$1.2M
Filed 2026-11-04
TD Private Client Wealth LLC
NEW
Shares8,814
Change+8,814
Value$275.4K
Filed 2026-10-28
Farther Finance Advisors, LLC
NEW
Shares4,425
Change+4,425
Value$138.3K
Filed 2026-10-08
Manufacturers Life Insurance Company, the
N/A
Shares— from 26,465,306
Change-26,465,306 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 28,069
Change-28,069 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,955
Change-6,955 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Status
LPL Financial LLC
INCREASED811,505326,894+484,611+148%$10.3M$25.4M+$15.0M2026-11-06
Commonwealth Equity Services, LLC
INCREASED209,356100,101+109,255+109%$3.2M$6.5M+$3.4M2026-11-02
Arete Wealth Advisors, LLC
NEW113,857—+113,857——$3.6M—2026-11-09
Sterling Capital Management LLC
NEW98,754—+98,754——$3.1M—2026-10-22
Iams Wealth Management, LLC
NEW47,237—+47,237——$1.5M—2026-10-15
Nova Financial LLC
NEW39,942—+39,942——$1.2M—2026-11-04
TD Private Client Wealth LLC
NEW8,814—+8,814——$275.4K—2026-10-28
Farther Finance Advisors, LLC
NEW4,425—+4,425——$138.3K—2026-10-08
Manufacturers Life Insurance Company, the
N/A—26,465,306-26,465,306-100%$837.4M———
Bellevue Asset Management, LLC
N/A—28,069-28,069-100%$888.1K———
Citadel Advisors LLC
N/A—6,955-6,955-100%$220.1K———
Global Retirement Partners, LLC
N/A—335-335-100%$10.6K———
Showing 12 of 12 institutions