BTO Institutional Ownership & Shareholders
JOHN HANCOCK FINANCIAL OPP (BTO) is currently held by 78 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $164.18M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of BTO tracked by InsiderSet, reporting ownership valued at approximately $49.61M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $47.80M, representing an estimated loss of -3.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed BTO value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Z3 Capital Partners, Llc, and several other long-term asset managers with concentrated positions in JOHN HANCOCK FINANCIAL OPP (BTO).
This page ranks the largest institutional BTO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
78
Total Reported Value
$164.18M
Largest Holder
Morgan Stanley
Largest Position
$49.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,258,587 | $49,613,524 | $47,801,134 | -$1,812,390 | -3.65% | |
| Wells Fargo & Company/Mn | 0.00% | 646,729 | $25,494,041 | $24,562,767 | -$931,274 | -3.65% | |
| Z3 Capital Partners, Llc | 3.40% | 411,393 | $16,217,108 | $15,624,706 | -$592,402 | -3.65% | |
| Royal Bank Of Canada | 0.00% | 270,289 | $10,654,000 | $10,265,576 | -$388,424 | -3.65% | |
| Janney Montgomery Scott Llc | 0.01% | 177,451 | $6,995,000 | $6,739,589 | -$255,411 | -3.65% | |
| Raymond James Financial Inc | 0.00% | 172,704 | $6,807,975 | $6,559,298 | -$248,677 | -3.65% | |
| Lpl Financial Llc | 0.00% | 130,039 | $5,126,138 | $4,938,881 | -$187,257 | -3.65% | |
| Stifel Financial Corp | 0.00% | 99,302 | $3,914,447 | $3,771,490 | -$142,957 | -3.65% | |
| Fca Corp | 0.93% | 95,444 | $3,762,386 | $3,624,963 | -$137,423 | -3.65% | |
| North Star Asset Management Inc | 0.10% | 67,641 | $2,666,408 | $2,569,005 | -$97,403 | -3.65% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 56,961 | $2,245,403 | $2,163,379 | -$82,024 | -3.65% | |
| 1607 Capital Partners, Llc | 0.19% | 56,187 | $2,214,892 | $2,133,982 | -$80,910 | -3.65% | |
| Alessandra Capital Management, Llc | 1.55% | 61,586 | $2,209,718 | $2,339,036 | +$129,318 | +5.85% | |
| Wolverine Asset Management Llc | 0.02% | 60,329 | $2,164,605 | $2,291,295 | +$126,690 | +5.85% | |
| Bank Of America Corp | 0.00% | 46,684 | $1,840,285 | $1,773,058 | -$67,227 | -3.65% | |
| Ubs Group Ag | 0.00% | 43,824 | $1,727,542 | $1,664,436 | -$63,106 | -3.65% | |
| City Of London Investment Management Co Ltd | 0.11% | 43,702 | $1,568,028 | $1,659,802 | +$91,774 | +5.85% | |
| Ameriprise Financial Inc | 0.00% | 35,323 | $1,392,424 | $1,341,568 | -$50,856 | -3.65% | |
| Gilliland Jeter Wealth Management Llc | 0.34% | 37,611 | $1,349,498 | $1,428,466 | +$78,968 | +5.85% | |
| Chancellor Financial Group Wb Lp | 0.77% | 31,366 | $1,236,440 | $1,191,281 | -$45,159 | -3.65% | |
| Advisory Advocates, Llc | 1.04% | 30,800 | $1,214,136 | $1,169,784 | -$44,352 | -3.65% | |
| Oppenheimer & Co Inc | 0.01% | 29,566 | $1,060,828 | $1,122,917 | +$62,089 | +5.85% | |
| Private Advisor Group, Llc | 0.00% | 26,708 | $1,052,818 | $1,014,370 | -$38,448 | -3.65% | |
| World Investment Advisors | 0.01% | 23,785 | $853,976 | $903,354 | +$49,378 | +5.78% | |
| Tennessee Valley Asset Management Partners | 0.09% | 20,719 | $816,738 | $786,908 | -$29,830 | -3.65% | |
| Osaic Holdings, Inc. | 0.00% | 19,452 | $767,061 | $738,787 | -$28,274 | -3.69% | |
| Kestra Advisory Services, Llc | 0.00% | 18,232 | $654,164 | $692,451 | +$38,287 | +5.85% | |
| Envestnet Asset Management Inc | 0.00% | 15,410 | $607,456 | $585,272 | -$22,184 | -3.65% | |
| Mariner, Llc | 0.00% | 14,218 | $560,459 | $540,000 | -$20,459 | -3.65% | |
| Benjamin Edwards Inc | 0.00% | 13,723 | $540,948 | $521,200 | -$19,748 | -3.65% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,307 | $513,330 | $543,380 | +$30,050 | +5.85% | |
| J.W. Cole Advisors, Inc. | 0.01% | 11,774 | $464,140 | $447,177 | -$16,963 | -3.65% | |
| Institute For Wealth Management, Llc. | 0.04% | 10,784 | $425,106 | $409,576 | -$15,530 | -3.65% | |
| Peapack Gladstone Financial Corp | 0.00% | 10,515 | $415,000 | $399,360 | -$15,640 | -3.77% | |
| Focus Partners Wealth | 0.00% | 9,941 | $391,879 | $377,559 | -$14,320 | -3.65% | |
| Karpus Management, Inc. | 0.01% | 9,698 | $382,295 | $368,330 | -$13,965 | -3.65% | |
| Almanack Investment Partners, Llc. | 0.05% | 9,579 | $377,604 | $363,810 | -$13,794 | -3.65% | |
| Triumph Capital Management | 0.07% | 10,428 | $374,169 | $396,055 | +$21,886 | +5.85% | |
| Shaker Financial Services, Llc | 0.12% | 10,012 | $359,231 | $380,256 | +$21,025 | +5.85% | |
| Citadel Advisors Llc | 0.00% | 8,503 | $335,188 | $322,944 | -$12,244 | -3.65% | |
| Cetera Investment Advisers | 0.00% | 8,429 | $332,251 | $320,133 | -$12,118 | -3.65% | |
| D.A. Davidson & Co. | 0.00% | 9,050 | $324,719 | $343,719 | +$19,000 | +5.85% | |
| Stephens Inc | 0.00% | 8,149 | $321,234 | $309,499 | -$11,735 | -3.65% | |
| Xtx Topco Ltd | 0.00% | 7,898 | $311,339 | $299,966 | -$11,373 | -3.65% | |
| Abel Hall, Llc | 0.05% | 8,000 | $287,040 | $303,840 | +$16,800 | +5.85% | |
| Samalin Investment Counsel, Llc | 0.08% | 6,882 | $246,921 | $261,378 | +$14,457 | +5.86% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 6,591 | $240,448 | $250,326 | +$9,878 | +4.11% | |
| Creative Planning | 0.00% | 6,663 | $239,054 | $253,061 | +$14,007 | +5.86% | |
| Fifth Third Bancorp | 0.00% | 5,204 | $205,142 | $197,648 | -$7,494 | -3.65% | |
| &Partners | 0.00% | 5,161 | $203,438 | $196,015 | -$7,423 | -3.65% |
Frequently asked questions about BTO
Who are the largest institutional holders of BTO?
The largest institutional holders of BTO reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Z3 Capital Partners, Llc, Royal Bank Of Canada, and Janney Montgomery Scott Llc. InsiderSet ranks institutional holders by their latest reported BTO position.
What is BTO institutional ownership?
This page tracks BTO positions reported by institutional investment managers through SEC Form 13F. JOHN HANCOCK FINANCIAL OPP (BTO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BTO?
InsiderSet currently tracks 78 institutional managers reporting BTO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BTO shareholders.
How much BTO stock do institutions own?
Institutional investment managers disclosed approximately $164.18M in BTO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BTO institutional ownership last updated?
The latest BTO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BTO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BTO position after the reporting date.
Are institutions buying or selling BTO?
Institutional buying and selling can be analyzed by comparing BTO positions across consecutive 13F reporting periods. InsiderSet's BTO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BTO ownership changes.
How has BTO institutional ownership changed over time?
InsiderSet tracks BTO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.