JVMAX Disciplined Value Mid Cap Fund Class A: institutional ownership and insider trading

2 funds reported holding $598K of Disciplined Value Mid Cap Fund Class A in their latest 13F filings; in Q1 2026 funds net bought $575K, with 1 new positions and 0 funds selling out.

Largest institutional holders of JVMAX

  1. McIlrath & Eck, LLC — $575K
  2. Motiv8 Investments LLC — $23.0K

All JVMAX 13F holders