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John Hancock Financial Opportunities Fund

BTO
Exchange
NYSE
SEC CIK
0000925683

In the last 90 days, John Hancock Financial Opportunities Fund insiders filed 1 open-market purchase and 0 sales; 84 institutions reported holding it in 13F filings for Q2 2026, worth $167.5M in total; no superinvestor holds it.

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Q3 2026 vs. Q2 2026

How the institutions holding John Hancock Financial Opportunities Fund changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of BTO: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders848310
Shares4.25M4.25M1.28K+534 (+71.2%)
Value$167.5M$167.5M$46.1K+$16.5K (+55.8%)

83 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (0)

Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2026 but not at the end of Q2 2026.

None.

Sold out (0)

Institutions that held John Hancock Financial Opportunities Fund at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (83)

Institutions that held John Hancock Financial Opportunities Fund at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BTO in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Morgan Stanley1,258,587$49.6M
Wells Fargo & Company646,729$25.5M
Z3 Capital Partners, LLC411,393$16.2M
Royal Bank of Canada270,289$10.7M
Janney Montgomery Scott LLC177,451$7.00M
Raymond James Financial Inc172,704$6.81M
LPL Financial LLC130,039$5.13M
Stifel Financial Corp99,302$3.91M
Fca Corp95,444$3.76M
North Star Asset Management Inc67,641$2.67M
Alessandra Capital Management, LLC61,315$2.42M
Steward Partners Investment Advisory, LLC56,961$2.25M
1607 Capital Partners, LLC56,187$2.21M
Cambridge Investment Research Advisors, Inc.51,248$2.02M
Bank of America Corp46,684$1.84M
UBS Group AG43,824$1.73M
City of London Investment Management Co Ltd41,092$1.62M
Gilliland Jeter Wealth Management LLC37,494$1.48M
Ameriprise Financial Inc35,323$1.39M
Chancellor Financial Group WB LP31,366$1.24M
Advisory Advocates, LLC30,800$1.21M
Oppenheimer & Co Inc28,082$1.11M
Private Advisor Group, LLC26,708$1.05M
HighTower Advisors, LLC25,390$1.00M
Shaker Financial Services, LLC22,755$897.0K
Pensionmark Financial Group, LLC23,785$854.0K
Tennessee Valley Asset Management Partners20,719$816.7K
Advisor Group Holdings, Inc.19,452$767.1K
Kestra Advisory Services, LLC15,554$613.1K
Envestnet Asset Management Inc15,410$607.5K
Samalin Investment Counsel, LLC14,970$590.1K
Commonwealth Equity Services, LLC14,544$573.3K
Mariner, LLC14,218$560.5K
Benjamin Edwards Inc13,723$540.9K
J.W. Cole Advisors, Inc.11,774$464.1K
Institute for Wealth Management, LLC.10,784$425.1K
Peapack Gladstone Financial Corp10,515$415.0K
Triumph Capital Management10,250$404.1K
Colony Group, LLC9,941$391.9K
Karpus Management, Inc.9,698$382.3K
Almanack Investment Partners, LLC.9,579$377.6K
D.A. Davidson & Co.9,035$356.2K
Citadel Advisors LLC8,503$335.2K
Cetera Investment Advisers8,429$332.3K
Stephens Inc8,149$321.2K
Abel Hall, LLC8,000$315.4K
XTX Topco Ltd7,898$311.3K
Indivisible Partners7,180$283.0K
Creative Planning6,641$261.8K
Fifth Third Bancorp5,204$205.1K
Wiley Bros.-Aintree Capital, LLC5,161$203.4K
Allworth Financial LP4,503$177.5K
Centaurus Financial, Inc.2,969$117.0K
Vanguard National Trust Co2,915$114.9K
Farther Finance Advisors, LLC2,145$84.6K
Private Trust Co NA2,000$78.8K
International Assets Investment Management, LLC1,625$64.7K
Thompson Investment Management, Inc.1,616$63.7K
GWM Advisors LLC1,576$62.1K
Action Point Financial Planning, LLC1,160$45.7K
Atlantic Union Bankshares Corp1,000$39.4K
JPMorgan Chase & Co830$32.5K
Creative Financial Designs Inc600$23.7K
Toth Financial Advisory Corp505$19.9K
Plante Moran Financial Advisors, LLC400$15.8K
The PNC Financial Services Group, Inc.357$14.1K
Sfam, LLC300$11.8K
Spire Wealth Management277$10.9K
Bogart Wealth, LLC231$9.11K
AdvisorNet Financial, Inc200$7.88K
Mark Sheptoff Financial Planning, LLC200$7.88K
Navigoe, LLC200$7.00K
Larson Financial Group LLC174$6.87K
MB, Levis & Associates, LLC158$6.23K
Harbour Investments, Inc.125$4.93K
Tidemark, LLC125$4.93K
Monetary Solutions, Ltd100$3.94K
Wellington-Altus USA Inc.100$3.59K
Northwestern Mutual Wealth Management Co80$3.15K
Global Retirement Partners, LLC52$2.06K
CoreCap Advisors, LLC50$1.97K
Mather Group, LLC.4$158
Huntington National Bank–$39