§ EQUITY
USDJDVI
JH DISC. VALUE INT SELECT
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
13 increased/new, 3 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.1M | 0.0% | −3% |
| Willow Financial LLC | 146K | 5.3% | −19% |
| Arete Wealth Advisors, LLC | 113K | n/a | n/a |
| Bill Few Associates, Inc. | 39K | 0.3% | +41% |
| Elyxium Wealth, LLC | 36K | 0.4% | +426% |
| JANE STREET GROUP, LLC | 34K | 0.0% | +29% |
◇ AC INTELLIGENCE
Top institutional owners for JDVI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
INCOME / DEFENSIVE63.0% · 1 holder
OTHER37.0% · 10 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for JDVI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention JDVI yet.