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
- 3,804,360
- Share change
- +118,316
- Total reported value
- $133,457,369
- Price per share
- $35.08
- Number of holders
- 83
- Value change
- +$4,087,957
- Number of buys
- 37
- Number of sells
- 27
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%
|
1,218,174
|
$43,829,903 | — | 30 Sep 2025 | |
| FIRST TRUST PORTFOLIOS LP |
13D/G
|
First Trust Portfolios L.P. |
5.4%
|
1,065,616
|
$37,381,809 | $0 | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
3.2%
|
643,370
|
$23,148,466 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
1.3%
|
258,912
|
$9,316,000 | — | 30 Sep 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
1%
|
198,643
|
$7,147,000 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.97%
|
192,088
|
$6,911,330 | — | 30 Sep 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.71%
|
140,497
|
$5,055,064 | — | 30 Sep 2025 | |
| FCA CORP /TX |
13F
|
Company |
0.47%
|
93,475
|
$3,363,244 | — | 30 Sep 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.44%
|
86,431
|
$3,109,807 | — | 30 Sep 2025 | |
| NORTH STAR ASSET MANAGEMENT INC |
13F
|
Company |
0.35%
|
69,030
|
$2,483,699 | — | 30 Sep 2025 | |
| Cornerstone Advisors, LLC |
13F
|
Company |
0.28%
|
56,349
|
$2,027,437 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.25%
|
49,343
|
$1,775,352 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.24%
|
46,739
|
$1,681,669 | — | 30 Sep 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.21%
|
42,515
|
$1,529,690 | — | 30 Sep 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.2%
|
40,237
|
$1,448,000 | — | 30 Sep 2025 | |
| Gilliland Jeter Wealth Management LLC |
13F
|
Company |
0.19%
|
36,796
|
$1,323,928 | — | 30 Sep 2025 | |
| Chancellor Financial Group WB LP |
13F
|
Company |
0.16%
|
30,870
|
$1,110,706 | — | 30 Sep 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.15%
|
29,733
|
$1,069,793 | — | 30 Sep 2025 | |
| World Investment Advisors |
13F
|
Company |
0.14%
|
28,359
|
$1,020,349 | — | 30 Sep 2025 | |
| Samalin Investment Counsel, LLC |
13F
|
Company |
0.13%
|
25,735
|
$925,948 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.13%
|
25,140
|
$904,537 | — | 30 Sep 2025 | |
| AlphaCore Capital LLC |
13F
|
Company |
0.11%
|
22,047
|
$793,253 | — | 30 Sep 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.11%
|
21,336
|
$767,655 | — | 30 Sep 2025 | |
| Tennessee Valley Asset Management Partners |
13F
|
Company |
0.1%
|
20,681
|
$744,118 | — | 30 Sep 2025 | |
| Triumph Capital Management |
13F
|
Company |
0.1%
|
19,333
|
$695,601 | — | 30 Sep 2025 | |
| Mariner, LLC |
13F
|
Company |
0.1%
|
19,122
|
$688,006 | — | 30 Sep 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.08%
|
16,238
|
$596,775 | — | 30 Sep 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.08%
|
16,294
|
$586,270 | — | 30 Sep 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.07%
|
14,757
|
$530,960 | — | 30 Sep 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.07%
|
14,164
|
$510,000 | — | 30 Sep 2025 | |
| PEAPACK GLADSTONE FINANCIAL CORP |
13F
|
Company |
0.07%
|
14,142
|
$509,000 | — | 30 Sep 2025 | |
| BENJAMIN EDWARDS INC |
13F
|
Company |
0.07%
|
13,178
|
$474,134 | — | 30 Sep 2025 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.06%
|
12,564
|
$452,066 | — | 30 Sep 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.06%
|
12,188
|
$438,530 | — | 30 Sep 2025 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.05%
|
10,817
|
$389,197 | — | 30 Sep 2025 | |
| Institute for Wealth Management, LLC. |
13F
|
Company |
0.05%
|
10,784
|
$388,009 | — | 30 Sep 2025 | |
| Redwood Wealth Management Group, LLC |
13F
|
Company |
0.04%
|
8,829
|
$317,667 | — | 30 Sep 2025 | |
| Abel Hall, LLC |
13F
|
Company |
0.04%
|
8,000
|
$287,840 | — | 30 Sep 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.04%
|
7,086
|
$254,970 | — | 30 Sep 2025 | |
| Creative Planning |
13F
|
Company |
0.03%
|
6,578
|
$236,662 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.03%
|
6,256
|
$225,091 | — | 30 Sep 2025 | |
| Avidian Wealth Enterprises, LLC |
13F
|
Company |
0.03%
|
5,789
|
$208,288 | — | 30 Sep 2025 | |
| Focus Partners Wealth |
13F
|
Company |
0.03%
|
5,765
|
$207,422 | — | 30 Sep 2025 | |
| COMERICA BANK |
13F
|
Company |
0.03%
|
5,033
|
$181,087 | — | 30 Sep 2025 | |
| Allworth Financial LP |
13F
|
Company |
0.02%
|
4,496
|
$161,753 | — | 30 Sep 2025 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
0.01%
|
2,830
|
$102,000 | — | 30 Sep 2025 | |
| PRIVATE TRUST CO NA |
13F
|
Company |
0.01%
|
2,000
|
$71,960 | — | 30 Sep 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.01%
|
1,817
|
$65,376 | — | 30 Sep 2025 | |
| MAI Capital Management |
13F
|
Company |
0.01%
|
1,740
|
$62,606 | — | 30 Sep 2025 | |
| THOMPSON INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
0.01%
|
1,616
|
$58,144 | — | 30 Sep 2025 |
Institutional Holders of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) as of Q4 2025
As of 31 Dec 2025,
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) was held by
83 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,804,360 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, WOLVERINE ASSET MANAGEMENT LLC, and READYSTATE ASSET MANAGEMENT LP.
This page lists
83
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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
83
Holder diff
6
| 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.