Security key
409735206
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO)
CUSIP: 409735206
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / Common
- Shares outstanding
- 19,806,989
- Total 13F shares
- 4,234,948
- Share change
- +118,316
- Total reported value
- $148,562,399
- Price per share
- $35.08
- Number of holders
- 85
- Value change
- +$4,087,957
- Number of buys
- 37
- Number of sells
- 27
Report period
Q4 2025
Institutions
85
Top holders
10
BTO full security history
Newer quarter: Q1 2026
Previous quarter: Q3 2025
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 409735206
Recent filing periods:
Ownership snapshot
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. Start with the largest verified stakes, then open the linked filing trail.
Lead holder
FIRST TRUST PORTFOLIOS LP
13D/G signal
FIRST TRUST PORTFOLIOS LP
Evidence rows
50
Latest as of
31 Dec 2025
13D/G
13F
Lead comparable stake: 5.4%
13D/G row: FIRST TRUST PORTFOLIOS LP
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP |
13D/G
First Trust Portfolios L.P.
|
5.4%
|
$37,381,809
1,065,616 shares
|
$0 | 31 Dec 2025 |
| MORGAN STANLEY |
13F
Company
|
6.2%
|
$43,829,903
1,218,174 shares
|
— | 30 Sep 2025 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
3.2%
|
$23,148,466
643,370 shares
|
— | 30 Sep 2025 |
| ROYAL BANK OF CANADA |
13F
Company
|
1.3%
|
$9,316,000
258,912 shares
|
— | 30 Sep 2025 |
| Janney Montgomery Scott LLC |
13F
Company
|
1%
|
$7,147,000
198,643 shares
|
— | 30 Sep 2025 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
0.97%
|
$6,911,330
192,088 shares
|
— | 30 Sep 2025 |
| LPL Financial LLC |
13F
Company
|
0.71%
|
$5,055,064
140,497 shares
|
— | 30 Sep 2025 |
| FCA CORP /TX |
13F
Company
|
0.47%
|
$3,363,244
93,475 shares
|
— | 30 Sep 2025 |
| STIFEL FINANCIAL CORP |
13F
Company
|
0.44%
|
$3,109,807
86,431 shares
|
— | 30 Sep 2025 |
| NORTH STAR ASSET MANAGEMENT INC |
13F
Company
|
0.35%
|
$2,483,699
69,030 shares
|
— | 30 Sep 2025 |
| Cornerstone Advisors, LLC |
13F
Company
|
0.28%
|
$2,027,437
56,349 shares
|
— | 30 Sep 2025 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
0.25%
|
$1,775,352
49,343 shares
|
— | 30 Sep 2025 |
| UBS Group AG |
13F
Company
|
0.24%
|
$1,681,669
46,739 shares
|
— | 30 Sep 2025 |
| Steward Partners Investment Advisory, LLC |
13F
Company
|
0.21%
|
$1,529,690
42,515 shares
|
— | 30 Sep 2025 |
| Cambridge Investment Research Advisors, Inc. |
13F
Company
|
0.2%
|
$1,448,000
40,237 shares
|
— | 30 Sep 2025 |
| Gilliland Jeter Wealth Management LLC |
13F
Company
|
0.19%
|
$1,323,928
36,796 shares
|
— | 30 Sep 2025 |
| Chancellor Financial Group WB LP |
13F
Company
|
0.16%
|
$1,110,706
30,870 shares
|
— | 30 Sep 2025 |
| OPPENHEIMER & CO INC |
13F
Company
|
0.15%
|
$1,069,793
29,733 shares
|
— | 30 Sep 2025 |
| World Investment Advisors |
13F
Company
|
0.14%
|
$1,020,349
28,359 shares
|
— | 30 Sep 2025 |
| Samalin Investment Counsel, LLC |
13F
Company
|
0.13%
|
$925,948
25,735 shares
|
— | 30 Sep 2025 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
0.13%
|
$904,537
25,140 shares
|
— | 30 Sep 2025 |
| AlphaCore Capital LLC |
13F
Company
|
0.11%
|
$793,253
22,047 shares
|
— | 30 Sep 2025 |
| Private Advisor Group, LLC |
13F
Company
|
0.11%
|
$767,655
21,336 shares
|
— | 30 Sep 2025 |
| Tennessee Valley Asset Management Partners |
13F
Company
|
0.1%
|
$744,118
20,681 shares
|
— | 30 Sep 2025 |
| Triumph Capital Management |
13F
Company
|
0.1%
|
$695,601
19,333 shares
|
— | 30 Sep 2025 |
| Mariner, LLC |
13F
Company
|
0.1%
|
$688,006
19,122 shares
|
— | 30 Sep 2025 |
| HighTower Advisors, LLC |
13F
Company
|
0.08%
|
$586,270
16,294 shares
|
— | 30 Sep 2025 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
0.08%
|
$596,775
16,238 shares
|
— | 30 Sep 2025 |
| Kestra Advisory Services, LLC |
13F
Company
|
0.07%
|
$530,960
14,757 shares
|
— | 30 Sep 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
Company
|
0.07%
|
$510,000
14,164 shares
|
— | 30 Sep 2025 |
| PEAPACK GLADSTONE FINANCIAL CORP |
13F
Company
|
0.07%
|
$509,000
14,142 shares
|
— | 30 Sep 2025 |
| BENJAMIN EDWARDS INC |
13F
Company
|
0.07%
|
$474,134
13,178 shares
|
— | 30 Sep 2025 |
| STEPHENS INC /AR/ |
13F
Company
|
0.06%
|
$452,066
12,564 shares
|
— | 30 Sep 2025 |
| J.W. COLE ADVISORS, INC. |
13F
Company
|
0.06%
|
$438,530
12,188 shares
|
— | 30 Sep 2025 |
| D.A. DAVIDSON & CO. |
13F
Company
|
0.05%
|
$389,197
10,817 shares
|
— | 30 Sep 2025 |
| Institute for Wealth Management, LLC. |
13F
Company
|
0.05%
|
$388,009
10,784 shares
|
— | 30 Sep 2025 |
| Redwood Wealth Management Group, LLC |
13F
Company
|
0.04%
|
$317,667
8,829 shares
|
— | 30 Sep 2025 |
| Abel Hall, LLC |
13F
Company
|
0.04%
|
$287,840
8,000 shares
|
— | 30 Sep 2025 |
| Cetera Investment Advisers |
13F
Company
|
0.04%
|
$254,970
7,086 shares
|
— | 30 Sep 2025 |
| Creative Planning |
13F
Company
|
0.03%
|
$236,662
6,578 shares
|
— | 30 Sep 2025 |
| Invesco Ltd. |
13F
Company
|
0.03%
|
$225,091
6,256 shares
|
— | 30 Sep 2025 |
| Avidian Wealth Enterprises, LLC |
13F
Company
|
0.03%
|
$208,288
5,789 shares
|
— | 30 Sep 2025 |
| Focus Partners Wealth |
13F
Company
|
0.03%
|
$207,422
5,765 shares
|
— | 30 Sep 2025 |
| COMERICA BANK |
13F
Company
|
0.03%
|
$181,087
5,033 shares
|
— | 30 Sep 2025 |
| Allworth Financial LP |
13F
Company
|
0.02%
|
$161,753
4,496 shares
|
— | 30 Sep 2025 |
| CENTAURUS FINANCIAL, INC. |
13F
Company
|
0.01%
|
$102,000
2,830 shares
|
— | 30 Sep 2025 |
| PRIVATE TRUST CO NA |
13F
Company
|
0.01%
|
$71,960
2,000 shares
|
— | 30 Sep 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
Company
|
0.01%
|
$65,376
1,817 shares
|
— | 30 Sep 2025 |
| MAI Capital Management |
13F
Company
|
0.01%
|
$62,606
1,740 shares
|
— | 30 Sep 2025 |
| THOMPSON INVESTMENT MANAGEMENT, INC. |
13F
Company
|
0.01%
|
$58,144
1,616 shares
|
— | 30 Sep 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
85
Shares
4,234,948
Rows loaded
85
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
77
Q4 2025 holders
85
Holder diff
8
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.