JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - BTO

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$146.1M

QoQ value delta ($000)

-$2.387M (-1.61%)

Implied price effect (QoQ)

+2.25%

Total shares

4,075,322

QoQ shares delta

-159,626 (-3.77%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 78 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	42,671	1,189,618	0.0%
WELLS FARGO & COMPANY/MN	23,438	653,442	0.0%
Z3 Capital Partners, LLC	14,669	408,961	3.71%
ROYAL BANK OF CANADA	9,606	267,804	0.0%
Janney Montgomery Scott LLC	6,928	193,135	0.02%
RAYMOND JAMES FINANCIAL INC	6,398	178,390	0.0%
LPL Financial LLC	4,587	127,880	0.0%
STIFEL FINANCIAL CORP	3,663	102,120	0.0%
FCA CORP /TX	3,191	88,984	0.9%
NORTH STAR ASSET MANAGEMENT INC	2,432	67,816	0.11%
Alessandra Capital Management, LLC	2,206	61,520	1.88%
Steward Partners Investment Advisory, LLC	1,949	54,340	0.01%
Cambridge Investment Research Advisors, Inc.	1,729	48,212	0.0%
BANK OF AMERICA CORP /DE/	1,619	45,151	0.0%
UBS Group AG	1,597	44,541	0.0%
Gilliland Jeter Wealth Management LLC	1,341	37,387	0.4%
AMERIPRISE FINANCIAL INC	1,219	34,009	0.0%
Chancellor Financial Group WB LP	1,119	31,197	0.79%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1,087	30,325	0.08%
Advisory Advocates, LLC	1,042	29,050	1.06%
OPPENHEIMER & CO INC	1,000	27,890	0.01%
HighTower Advisors, LLC	903	25,197	0.0%
Private Advisor Group, LLC	859	23,961	0.0%
World Investment Advisors	855	23,855	0.01%
Samalin Investment Counsel, LLC	756	21,078	0.27%