JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - BTO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 1,258,587 | 49,613 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 646,729 | 25,494 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Z3 Capital Partners, LLC | History | No change | 411,393 | 16,217 | 3.4% | 3.4% | 3 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 270,289 | 10,654 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 177,451 | 6,995 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 172,704 | 6,807 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 130,039 | 5,126 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 99,302 | 3,914 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FCA CORP /TX | History | No change | 95,444 | 3,762 | 0.93% | 0.93% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 67,641 | 2,666 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Alessandra Capital Management, LLC | History | No change | 61,315 | 2,417 | 1.71% | 1.71% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 56,961 | 2,245 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1607 Capital Partners, LLC | History | No change | 56,187 | 2,214 | 0.19% | 0.19% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 46,684 | 1,840 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 43,824 | 1,727 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 41,092 | 1,619 | 0.1% | 0.1% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 37,494 | 1,478 | 0.39% | 0.39% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 35,323 | 1,392 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chancellor Financial Group WB LP | History | No change | 31,366 | 1,236 | 0.77% | 0.77% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Advocates, LLC | History | No change | 30,800 | 1,214 | 1.04% | 1.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 28,082 | 1,106 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | No change | 26,708 | 1,052 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 25,390 | 1,000 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Shaker Financial Services, LLC | History | No change | 22,755 | 897 | 0.28% | 0.28% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| World Investment Advisors | History | No change | 23,785 | 853 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 20,719 | 816 | 0.09% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 19,452 | 767 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 15,554 | 613 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 15,410 | 607 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 14,970 | 590 | 0.18% | 0.18% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 14,544 | 573 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 14,218 | 560 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 13,723 | 540 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,774 | 464 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 10,784 | 425 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 10,515 | 415 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 10,250 | 404 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Wealth | History | No change | 9,941 | 391 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Karpus Management, Inc. | History | No change | 9,698 | 382 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 9,579 | 377 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 9,035 | 356 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 8,503 | 335 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | No change | 8,429 | 332 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 8,149 | 321 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Abel Hall, LLC | History | No change | 8,000 | 315 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XTX Topco Ltd | History | No change | 7,898 | 311 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | No change | 7,180 | 283 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | No change | 6,641 | 261 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,204 | 205 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 5,161 | 203 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 4,503 | 177 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,969 | 117 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vanguard National Trust Co | History | No change | 2,915 | 114 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,145 | 84 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,000 | 78 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,625 | 64 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,616 | 63 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,576 | 62 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | Added to | 1,284 | 46 | 0.0% | 0.0% | 59 | +534 | 71.2% | Q3 2026 | Oct 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,160 | 45 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,000 | 39 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 830 | 32 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 600 | 23 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 505 | 19 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 400 | 15 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 357 | 14 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SFAM, LLC | History | No change | 300 | 11 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 277 | 10 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bogart Wealth, LLC | History | No change | 231 | 9 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AdvisorNet Financial, Inc | History | No change | 200 | 7 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Navigoe, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | No change | 174 | 6 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 158 | 6 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 125 | 4 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | No change | 125 | 4 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 80 | 3 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 100 | 3 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Monetary Solutions, Ltd | History | No change | 100 | 3 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |