JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO)
CUSIP: 409735206
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common
- Shares outstanding
- 19,806,989
- Total 13F shares
- 4,042,498
- Share change
- -85,084
- Total reported value
- $143,192,276
- Price per share
- $35.42
- Number of holders
- 68
- Value change
- -$2,920,766
- Number of buys
- 31
- Number of sells
- 21
Quarterly Holders Quick Answers
What is CUSIP 409735206?
CUSIP 409735206 identifies BTO - JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common in SEC institutional holdings data.
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Recent filing periods for CUSIP 409735206:
Top shareholders of BTO - JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
6.3%
|
1,252,293
|
$42,715,734 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
3%
|
588,655
|
$20,079,004 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
2.7%
|
530,579
|
$18,098,068 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
1.3%
|
249,634
|
$8,515,000 | — | 31 Mar 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
1.1%
|
216,557
|
$7,387,000 | — | 31 Mar 2025 | |
| LPL Financial LLC |
13F
|
Company |
1.1%
|
210,292
|
$7,173,067 | — | 31 Mar 2025 | |
| Cornerstone Advisors, LLC |
13F
|
Company |
0.78%
|
154,898
|
$5,283,571 | — | 31 Mar 2025 | |
| FCA CORP /TX |
13F
|
Company |
0.47%
|
92,394
|
$3,151,564 | — | 31 Mar 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.43%
|
85,775
|
$2,925,811 | — | 31 Mar 2025 | |
| NORTH STAR ASSET MANAGEMENT INC |
13F
|
Company |
0.37%
|
73,043
|
$2,491,497 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.21%
|
42,027
|
$1,433,541 | — | 31 Mar 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.19%
|
37,479
|
$1,278,000 | — | 31 Mar 2025 | |
| Gilliland Jeter Wealth Management LLC |
13F
|
Company |
0.18%
|
36,121
|
$1,232,093 | — | 31 Mar 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.18%
|
35,127
|
$1,198,182 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.17%
|
33,105
|
$1,129,213 | — | 31 Mar 2025 | |
| World Investment Advisors |
13F
|
Company |
0.16%
|
32,327
|
$1,102,690 | — | 31 Mar 2025 | |
| Chancellor Financial Group WB LP |
13F
|
Company |
0.15%
|
30,520
|
$1,041,025 | — | 31 Mar 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.14%
|
28,528
|
$973,090 | — | 31 Mar 2025 | |
| Triumph Capital Management |
13F
|
Company |
0.13%
|
26,505
|
$904,086 | — | 31 Mar 2025 | |
| Samalin Investment Counsel, LLC |
13F
|
Company |
0.13%
|
26,253
|
$895,494 | — | 31 Mar 2025 | |
| Jaffetilchin Investment Partners, LLC |
13F
|
Company |
0.12%
|
23,882
|
$814,606 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.11%
|
22,399
|
$764,030 | — | 31 Mar 2025 | |
| Tennessee Valley Asset Management Partners |
13F
|
Company |
0.1%
|
20,657
|
$704,614 | — | 31 Mar 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.1%
|
19,521
|
$665,856 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.1%
|
19,174
|
$654,025 | — | 31 Mar 2025 | |
| Mariner, LLC |
13F
|
Company |
0.09%
|
18,481
|
$630,398 | — | 31 Mar 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.09%
|
18,350
|
$626,000 | — | 31 Mar 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.08%
|
16,636
|
$567,447 | — | 31 Mar 2025 | |
| AlphaCore Capital LLC |
13F
|
Company |
0.08%
|
15,002
|
$511,707 | — | 31 Mar 2025 | |
| PEAPACK GLADSTONE FINANCIAL CORP |
13F
|
Company |
0.08%
|
14,945
|
$510,000 | — | 31 Mar 2025 | |
| L.M. KOHN & COMPANY |
13F
|
Company |
0.06%
|
12,857
|
$438,539 | — | 31 Mar 2025 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.06%
|
12,489
|
$426,012 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.06%
|
12,349
|
$421,307 | — | 31 Mar 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.06%
|
12,336
|
$420,781 | — | 31 Mar 2025 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.06%
|
11,289
|
$385,070 | — | 31 Mar 2025 | |
| Institute for Wealth Management, LLC. |
13F
|
Company |
0.05%
|
10,784
|
$367,843 | — | 31 Mar 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.05%
|
10,183
|
$347,357 | — | 31 Mar 2025 | |
| Avidian Wealth Enterprises, LLC |
13F
|
Company |
0.05%
|
9,144
|
$311,902 | — | 31 Mar 2025 | |
| Redwood Wealth Management Group, LLC |
13F
|
Company |
0.04%
|
8,829
|
$301,157 | — | 31 Mar 2025 | |
| Abel Hall, LLC |
13F
|
Company |
0.04%
|
8,000
|
$272,880 | — | 31 Mar 2025 | |
| Creative Planning |
13F
|
Company |
0.04%
|
7,208
|
$245,880 | — | 31 Mar 2025 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.03%
|
6,781
|
$231,000 | — | 31 Mar 2025 | |
| &PARTNERS |
13F
|
Company |
0.03%
|
6,120
|
$207,652 | — | 31 Mar 2025 | |
| Focus Partners Wealth |
13F
|
Company |
0.03%
|
6,031
|
$205,726 | — | 31 Mar 2025 | |
| COMERICA BANK |
13F
|
Company |
0.03%
|
5,033
|
$171,676 | — | 31 Mar 2025 | |
| Allworth Financial LP |
13F
|
Company |
0.02%
|
3,391
|
$109,186 | — | 31 Mar 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.01%
|
2,917
|
$99,499 | — | 31 Mar 2025 | |
| PRIVATE TRUST CO NA |
13F
|
Company |
0.01%
|
2,000
|
$68,220 | — | 31 Mar 2025 | |
| MAI Capital Management |
13F
|
Company |
0.01%
|
1,740
|
$59,352 | — | 31 Mar 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.01%
|
1,076
|
$36,700 | — | 31 Mar 2025 |
Institutional Holders of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) as of Q2 2025
As of 30 Jun 2025,
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) was held by
68 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,042,498 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, RAYMOND JAMES FINANCIAL INC, Royal Bank of Canada, Janney Montgomery Scott LLC, LPL Financial LLC, Cornerstone Advisors, LLC, FCA CORP /TX, STIFEL FINANCIAL CORP, and NORTH STAR ASSET MANAGEMENT INC.
This page lists
68
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
69
Q2 2025 holders
68
Holder diff
-1
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.