JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO)
CUSIP: 409735206
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / Common
- Shares outstanding
- 19,806,989
- Total 13F shares
- 3,626,362
- Share change
- -416,136
- Total reported value
- $130,490,326
- Price per share
- $35.98
- Number of holders
- 77
- Value change
- -$14,966,164
- Number of buys
- 30
- Number of sells
- 30
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 |
6.2%
|
1,228,139
|
$43,500,683 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
3%
|
592,393
|
$20,982,583 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
2.8%
|
558,810
|
$19,793,061 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
1.3%
|
255,987
|
$9,066,000 | — | 30 Jun 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
1%
|
207,114
|
$7,336,000 | — | 30 Jun 2025 | |
| LPL Financial LLC |
13F
|
Company |
1%
|
203,311
|
$7,201,260 | — | 30 Jun 2025 | |
| Cornerstone Advisors, LLC |
13F
|
Company |
0.49%
|
96,558
|
$3,420,084 | — | 30 Jun 2025 | |
| FCA CORP /TX |
13F
|
Company |
0.47%
|
93,877
|
$3,325,115 | — | 30 Jun 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.44%
|
87,116
|
$3,085,703 | — | 30 Jun 2025 | |
| NORTH STAR ASSET MANAGEMENT INC |
13F
|
Company |
0.36%
|
72,293
|
$2,560,618 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.24%
|
46,678
|
$1,653,334 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.21%
|
41,345
|
$1,464,426 | — | 30 Jun 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.19%
|
38,018
|
$1,347,000 | — | 30 Jun 2025 | |
| Gilliland Jeter Wealth Management LLC |
13F
|
Company |
0.19%
|
36,882
|
$1,306,346 | — | 30 Jun 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.18%
|
35,695
|
$1,264,317 | — | 30 Jun 2025 | |
| World Investment Advisors |
13F
|
Company |
0.16%
|
31,856
|
$1,128,340 | — | 30 Jun 2025 | |
| Chancellor Financial Group WB LP |
13F
|
Company |
0.15%
|
30,677
|
$1,086,595 | — | 30 Jun 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.15%
|
29,522
|
$1,045,669 | — | 30 Jun 2025 | |
| Samalin Investment Counsel, LLC |
13F
|
Company |
0.14%
|
27,288
|
$966,550 | — | 30 Jun 2025 | |
| Triumph Capital Management |
13F
|
Company |
0.13%
|
26,640
|
$943,589 | — | 30 Jun 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.12%
|
22,951
|
$812,909 | — | 30 Jun 2025 | |
| AlphaCore Capital LLC |
13F
|
Company |
0.11%
|
22,487
|
$796,473 | — | 30 Jun 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.1%
|
20,162
|
$714,137 | — | 30 Jun 2025 | |
| Mariner, LLC |
13F
|
Company |
0.1%
|
18,984
|
$672,427 | — | 30 Jun 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.09%
|
18,002
|
$638,000 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.09%
|
17,188
|
$608,653 | — | 30 Jun 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.08%
|
16,372
|
$579,909 | — | 30 Jun 2025 | |
| PEAPACK GLADSTONE FINANCIAL CORP |
13F
|
Company |
0.08%
|
14,945
|
$529,000 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.07%
|
14,076
|
$498,572 | — | 30 Jun 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.07%
|
13,068
|
$462,868 | — | 30 Jun 2025 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.07%
|
12,889
|
$456,542 | — | 30 Jun 2025 | |
| L.M. KOHN & COMPANY |
13F
|
Company |
0.06%
|
12,857
|
$455,381 | — | 30 Jun 2025 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.05%
|
10,803
|
$382,645 | — | 30 Jun 2025 | |
| Institute for Wealth Management, LLC. |
13F
|
Company |
0.05%
|
10,784
|
$381,970 | — | 30 Jun 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.05%
|
10,674
|
$378,074 | — | 30 Jun 2025 | |
| Redwood Wealth Management Group, LLC |
13F
|
Company |
0.04%
|
8,829
|
$312,723 | — | 30 Jun 2025 | |
| Abel Hall, LLC |
13F
|
Company |
0.04%
|
8,000
|
$283,360 | — | 30 Jun 2025 | |
| Avidian Wealth Enterprises, LLC |
13F
|
Company |
0.03%
|
6,909
|
$244,717 | — | 30 Jun 2025 | |
| Focus Partners Wealth |
13F
|
Company |
0.03%
|
5,980
|
$211,819 | — | 30 Jun 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.03%
|
5,733
|
$203,067 | — | 30 Jun 2025 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
0.03%
|
5,479
|
$200,696 | — | 30 Jun 2025 | |
| COMERICA BANK |
13F
|
Company |
0.03%
|
5,033
|
$178,269 | — | 30 Jun 2025 | |
| Allworth Financial LP |
13F
|
Company |
0.02%
|
4,493
|
$159,151 | — | 30 Jun 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.01%
|
2,017
|
$71,442 | — | 30 Jun 2025 | |
| PRIVATE TRUST CO NA |
13F
|
Company |
0.01%
|
2,000
|
$70,840 | — | 30 Jun 2025 | |
| MAI Capital Management |
13F
|
Company |
0.01%
|
1,740
|
$61,631 | — | 30 Jun 2025 | |
| THOMPSON INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
0.01%
|
1,616
|
$57,239 | — | 30 Jun 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.01%
|
1,076
|
$38,109 | — | 30 Jun 2025 | |
| Blue Trust, Inc. |
13F
|
Company |
0.01%
|
1,000
|
$35,420 | — | 30 Jun 2025 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.01%
|
1,000
|
$35,420 | — | 30 Jun 2025 |
Institutional Holders of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) as of Q3 2025
As of 30 Sep 2025,
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) was held by
77 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,626,362 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, ROYAL BANK OF CANADA, Janney Montgomery Scott LLC, RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, FCA CORP /TX, STIFEL FINANCIAL CORP, NORTH STAR ASSET MANAGEMENT INC, and Cornerstone Advisors, LLC.
This page lists
77
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
68
Q3 2025 holders
77
Holder diff
9
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.