JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND (BTO) — Institutional Holders, Q2 2026
85 institutional investment managers reported a BTO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $167.5M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BTO in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MORGAN STANLEYAdded · +68,969 sh+$2.7M
- 1607 Capital PartnersNew · +56,187 sh+$2.2M
- Shaker Financial ServicesNew · +22,755 sh+$897.0K
- J.W. COLE ADVISORSNew · +11,774 sh+$464.1K
- CITY OF LONDON INVESTMENT MANAGEMENT LTDAdded · +10,767 sh+$424.4K
Biggest sellers
- Janney Montgomery ScottTrimmed · -15,684 sh-$618.3K
- WOLVERINE ASSET MANAGEMENTSold out · -13,603 sh-$536.2K
- WELLS FARGO & COMPANYTrimmed · -6,713 sh-$264.6K
- Samalin Investment CounselTrimmed · -6,108 sh-$240.8K
- RAYMOND JAMES FINANCIALTrimmed · -5,686 sh-$224.1K
BTO 13F holders ranked 1–85 of 85
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 1,258,587 sh | 1,258,587 | $49.6M | <0.01% | +5.8% |
| 2 | WELLS FARGO & COMPANY#2 · 646,729 sh | 646,729 | $25.5M | <0.01% | -1.0% |
| 3 | Z3 Capital Partners#3 · 411,393 sh | 411,393 | $16.2M | 3.40% | +0.6% |
| 4 | ROYAL BANK OF CANADA#4 · 270,289 sh | 270,289 | $10.7M | <0.01% | +0.9% |
| 5 | Janney Montgomery Scott#5 · 177,451 sh | 177,451 | $7.0M | 0.01% | -8.1% |
| 6 | RAYMOND JAMES FINANCIAL#6 · 172,704 sh | 172,704 | $6.8M | <0.01% | -3.2% |
| 7 | LPL Financial#7 · 130,039 sh | 130,039 | $5.1M | <0.01% | +1.7% |
| 8 | STIFEL FINANCIAL#8 · 99,302 sh | 99,302 | $3.9M | <0.01% | -2.8% |
| 9 | FCA#9 · 95,444 sh | 95,444 | $3.8M | 0.93% | +7.3% |
| 10 | NORTH STAR ASSET MANAGEMENT#10 · 67,641 sh | 67,641 | $2.7M | 0.10% | -0.3% |
| 11 | Alessandra Capital Management#11 · 61,315 sh | 61,315 | $2.4M | 1.71% | -0.3% |
| 12 | Steward Partners Investment Advisory#12 · 56,961 sh | 56,961 | $2.2M | 0.01% | +4.8% |
| 13 | 1607 Capital Partners#13 · 56,187 sh | 56,187 | $2.2M | 0.19% | New |
| 14 | Cambridge Investment Research Advisors#14 · 51,248 sh | 51,248 | $2.0M | <0.01% | +6.3% |
| 15 | BANK OF AMERICA#15 · 46,684 sh | 46,684 | $1.8M | <0.01% | +3.4% |
| 16 | UBS Group AG#16 · 43,824 sh | 43,824 | $1.7M | <0.01% | -1.6% |
| 17 | CITY OF LONDON INVESTMENT MANAGEMENT LTD#17 · 41,092 sh | 41,092 | $1.6M | 0.10% | +35.5% |
| 18 | Gilliland Jeter Wealth Management#18 · 37,494 sh | 37,494 | $1.5M | 0.39% | +0.3% |
| 19 | AMERIPRISE FINANCIAL#19 · 35,323 sh | 35,323 | $1.4M | <0.01% | +3.9% |
| 20 | Chancellor Financial Group WB#20 · 31,366 sh | 31,366 | $1.2M | 0.77% | +0.5% |
| 21 | Advisory Advocates#21 · 30,800 sh | 30,800 | $1.2M | 1.04% | +6.0% |
| 22 | OPPENHEIMER#22 · 28,082 sh | 28,082 | $1.1M | — | +0.7% |
| 23 | Private Advisor Group#23 · 26,708 sh | 26,708 | $1.1M | <0.01% | +11.5% |
| 24 | HighTower Advisors#24 · 25,390 sh | 25,390 | $1.0M | <0.01% | +0.8% |
| 25 | Shaker Financial Services#25 · 22,755 sh | 22,755 | $897.0K | — | New |
| 26 | World Investment Advisors#26 · 23,785 sh | 23,785 | $854.0K | 0.01% | -0.3% |
| 27 | Tennessee Valley Asset Management Partners#27 · 20,719 sh | 20,719 | $816.7K | 0.09% | +0.1% |
| 28 | OSAIC#28 · 19,452 sh | 19,452 | $767.1K | <0.01% | +80.0% |
| 29 | Kestra Advisory Services#29 · 15,554 sh | 15,554 | $613.1K | <0.01% | +3.1% |
| 30 | ENVESTNET ASSET MANAGEMENT#30 · 15,410 sh | 15,410 | $607.5K | <0.01% | +147.2% |
| 31 | Samalin Investment Counsel#31 · 14,970 sh | 14,970 | $590.1K | — | -29.0% |
| 32 | COMMONWEALTH EQUITY SERVICES#32 · 14,544 sh | 14,544 | $573.3K | <0.01% | -3.7% |
| 33 | Mariner#33 · 14,218 sh | 14,218 | $560.5K | <0.01% | +1.3% |
| 34 | BENJAMIN EDWARDS#34 · 13,723 sh | 13,723 | $540.9K | <0.01% | +2.5% |
| 35 | J.W. COLE ADVISORS#35 · 11,774 sh | 11,774 | $464.1K | <0.01% | New |
| 36 | Institute for Wealth Management#36 · 10,784 sh | 10,784 | $425.1K | 0.04% | 0.0% |
| 37 | PEAPACK GLADSTONE FINANCIAL#37 · 10,515 sh | 10,515 | $415.0K | <0.01% | -3.6% |
| 38 | Triumph Capital Management#38 · 10,250 sh | 10,250 | $404.1K | — | -0.5% |
| 39 | Focus Partners Wealth#39 · 9,941 sh | 9,941 | $391.9K | <0.01% | +5.0% |
| 40 | Karpus Management#40 · 9,698 sh | 9,698 | $382.3K | 0.01% | New |
| 41 | Almanack Investment Partners#41 · 9,579 sh | 9,579 | $377.6K | 0.05% | New |
| 42 | D.A. DAVIDSON#42 · 9,035 sh | 9,035 | $356.2K | <0.01% | +0.2% |
| 43 | CITADEL ADVISORS#43 · 8,503 sh | 8,503 | $335.2K | 0.00% | New |
| 44 | Cetera Investment Advisers#44 · 8,429 sh | 8,429 | $332.3K | <0.01% | +0.2% |
| 45 | STEPHENS#45 · 8,149 sh | 8,149 | $321.2K | <0.01% | -14.7% |
| 46 | Abel Hall#46 · 8,000 sh | 8,000 | $315.4K | — | 0.0% |
| 47 | XTX Topco Ltd#47 · 7,898 sh | 7,898 | $311.3K | <0.01% | -18.4% |
| 48 | Indivisible Partners#48 · 7,180 sh | 7,180 | $283.0K | — | -11.5% |
| 49 | Creative Planning#49 · 6,641 sh | 6,641 | $261.8K | <0.01% | +0.3% |
| 50 | FIFTH THIRD BANCORP#50 · 5,204 sh | 5,204 | $205.1K | <0.01% | -9.3% |
| 51 | WILEY BROS.-AINTREE CAPITAL#51 · 5,161 sh | 5,161 | $203.4K | <0.01% | New |
| 52 | Allworth Financial#52 · 4,503 sh | 4,503 | $177.5K | <0.01% | 0.0% |
| 53 | CENTAURUS FINANCIAL#53 · 2,969 sh | 2,969 | $117.0K | <0.01% | +1.6% |
| 54 | Vanguard National#54 · 2,915 sh | 2,915 | $114.9K | <0.01% | 0.0% |
| 55 | Farther Finance Advisors#55 · 2,145 sh | 2,145 | $84.6K | — | 0.0% |
| 56 | PRIVATE NA#56 · 2,000 sh | 2,000 | $78.8K | — | 0.0% |
| 57 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#57 · 1,625 sh | 1,625 | $64.7K | <0.01% | 0.0% |
| 58 | THOMPSON INVESTMENT MANAGEMENT#58 · 1,616 sh | 1,616 | $63.7K | — | 0.0% |
| 59 | NewEdge Advisors#59 · 1,576 sh | 1,576 | $62.1K | <0.01% | New |
| 60 | ACTION POINT FINANCIAL PLANNING#60 · 1,160 sh | 1,160 | $45.7K | <0.01% | New |
| 61 | Union Bankshares#61 · 1,000 sh | 1,000 | $39.4K | <0.01% | 0.0% |
| 62 | JPMORGAN CHASE#62 · 830 sh | 830 | $32.5K | 0.00% | +3672.7% |
| 63 | EASTERN BANK#63 · 750 sh | 750 | $29.6K | — | 0.0% |
| 64 | CREATIVE FINANCIAL DESIGNS#64 · 600 sh | 600 | $23.7K | <0.01% | 0.0% |
| 65 | Integrated Wealth Concepts#65 · 571 sh | 571 | $22.5K | <0.01% | New |
| 66 | TOTH FINANCIAL ADVISORY#66 · 505 sh | 505 | $19.9K | — | +0.6% |
| 67 | Plante Moran Financial Advisors#67 · 400 sh | 400 | $15.8K | <0.01% | 0.0% |
| 68 | PNC FINANCIAL SERVICES GROUP#68 · 357 sh | 357 | $14.1K | 0.00% | -82.4% |
| 69 | SFAM#69 · 300 sh | 300 | $11.8K | <0.01% | 0.0% |
| 70 | Spire Wealth Management#70 · 277 sh | 277 | $10.9K | <0.01% | 0.0% |
| 71 | Bogart Wealth#71 · 231 sh | 231 | $9.1K | <0.01% | 0.0% |
| 72 | AdvisorNet Financial#72 · 200 sh | 200 | $7.9K | — | 0.0% |
| 73 | MARK SHEPTOFF FINANCIAL PLANNING#73 · 200 sh | 200 | $7.9K | <0.01% | 0.0% |
| 74 | Navigoe#74 · 200 sh | 200 | $7.0K | <0.01% | 0.0% |
| 75 | Larson Financial Group#75 · 174 sh | 174 | $6.9K | <0.01% | 0.0% |
| 76 | MB, LEVIS & ASSOCIATES#76 · 158 sh | 158 | $6.2K | — | New |
| 77 | Tidemark#77 · 125 sh | 125 | $4.9K | <0.01% | 0.0% |
| 78 | HARBOUR INVESTMENTS#78 · 125 sh | 125 | $4.9K | <0.01% | 0.0% |
| 79 | Monetary Solutions, Ltd#79 · 100 sh | 100 | $3.9K | — | 0.0% |
| 80 | WELLINGTON-ALTUS USA#80 · 100 sh | 100 | $3.6K | <0.01% | 0.0% |
| 81 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#81 · 80 sh | 80 | $3.2K | 0.00% | -32.2% |
| 82 | Global Retirement Partners#82 · 52 sh | 52 | $2.1K | 0.00% | — |
| 83 | CoreCap Advisors#83 · 50 sh | 50 | $2.0K | — | 0.0% |
| 84 | MATHER GROUP#84 · 4 sh | 4 | $158.00 | — | 0.0% |
| 85 | HUNTINGTON NATIONAL BANK#85 · 1 sh | 1 | $39.00 | 0.00% | 0.0% |
Funds that sold out of BTO in Q2 2026 (4)
Held BTO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| WOLVERINE ASSET MANAGEMENT13,603 sh | 13,603 | $487.9K |
| MAI Capital Management1,740 sh | 1,740 | $62.4K |
| Osbon Capital Management1,160 sh | 1,160 | $41.6K |
| Beaird Harris Wealth Management143 sh | 143 | $5.1K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.