JOHN HANCOCK FINANCIAL OPP (BTO) Institutional Shareholders
JOHN HANCOCK FINANCIAL OPP (BTO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $164.24M in BTO holdings during the latest filing period.
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 $47.02M, representing an estimated loss of -5.23% 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
80
Total Reported Value
$164.24M
Largest Holder
Morgan Stanley
Largest Position
$49.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
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 | $47,020,810 | -$2,592,714 | -5.23% | |
| Wells Fargo & Company/Mn | 0.00% | 646,729 | $25,494,041 | $24,161,795 | -$1,332,246 | -5.23% | |
| Z3 Capital Partners, Llc | 3.40% | 411,393 | $16,217,108 | $15,369,642 | -$847,466 | -5.23% | |
| Royal Bank Of Canada | 0.00% | 270,289 | $10,654,000 | $10,097,997 | -$556,003 | -5.22% | |
| Janney Montgomery Scott Llc | 0.01% | 177,451 | $6,995,000 | $6,629,569 | -$365,431 | -5.22% | |
| Raymond James Financial Inc | 0.00% | 172,704 | $6,807,975 | $6,452,221 | -$355,754 | -5.23% | |
| Lpl Financial Llc | 0.00% | 130,039 | $5,126,138 | $4,858,257 | -$267,881 | -5.23% | |
| Stifel Financial Corp | 0.00% | 99,302 | $3,914,447 | $3,709,923 | -$204,524 | -5.22% | |
| Fca Corp | 0.93% | 95,444 | $3,762,386 | $3,565,788 | -$196,598 | -5.23% | |
| North Star Asset Management Inc | 0.10% | 67,641 | $2,666,408 | $2,527,068 | -$139,340 | -5.23% | |
| Alessandra Capital Management, Llc | 1.71% | 61,315 | $2,417,052 | $2,290,728 | -$126,324 | -5.23% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 56,961 | $2,245,403 | $2,128,063 | -$117,340 | -5.23% | |
| 1607 Capital Partners, Llc | 0.19% | 56,187 | $2,214,892 | $2,099,146 | -$115,746 | -5.23% | |
| Bank Of America Corp | 0.00% | 46,684 | $1,840,285 | $1,744,114 | -$96,171 | -5.23% | |
| Ubs Group Ag | 0.00% | 43,824 | $1,727,542 | $1,637,265 | -$90,277 | -5.23% | |
| City Of London Investment Management Co Ltd | 0.10% | 41,092 | $1,619,847 | $1,535,197 | -$84,650 | -5.23% | |
| Gilliland Jeter Wealth Management Llc | 0.39% | 37,494 | $1,478,009 | $1,400,776 | -$77,233 | -5.23% | |
| Ameriprise Financial Inc | 0.00% | 35,323 | $1,392,424 | $1,319,667 | -$72,757 | -5.23% | |
| Chancellor Financial Group Wb Lp | 0.77% | 31,366 | $1,236,440 | $1,171,834 | -$64,606 | -5.23% | |
| Advisory Advocates, Llc | 1.04% | 30,800 | $1,214,136 | $1,150,688 | -$63,448 | -5.23% | |
| Oppenheimer & Co Inc | 0.01% | 28,082 | $1,106,992 | $1,049,144 | -$57,848 | -5.23% | |
| Private Advisor Group, Llc | 0.00% | 26,708 | $1,052,818 | $997,811 | -$55,007 | -5.22% | |
| Shaker Financial Services, Llc | 0.28% | 22,755 | $897,003 | $850,127 | -$46,876 | -5.23% | |
| World Investment Advisors | 0.01% | 23,785 | $853,976 | $888,608 | +$34,632 | +4.06% | |
| Tennessee Valley Asset Management Partners | 0.09% | 20,719 | $816,738 | $774,062 | -$42,676 | -5.23% | |
| Osaic Holdings, Inc. | 0.00% | 19,452 | $767,061 | $726,727 | -$40,334 | -5.26% | |
| Kestra Advisory Services, Llc | 0.00% | 15,554 | $613,136 | $581,097 | -$32,039 | -5.23% | |
| Envestnet Asset Management Inc | 0.00% | 15,410 | $607,456 | $575,718 | -$31,738 | -5.22% | |
| Samalin Investment Counsel, Llc | 0.19% | 14,970 | $590,121 | $559,279 | -$30,842 | -5.23% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,544 | $573,330 | $543,364 | -$29,966 | -5.23% | |
| Mariner, Llc | 0.00% | 14,218 | $560,459 | $531,184 | -$29,275 | -5.22% | |
| Benjamin Edwards Inc | 0.00% | 13,723 | $540,948 | $512,691 | -$28,257 | -5.22% | |
| J.W. Cole Advisors, Inc. | 0.01% | 11,774 | $464,140 | $439,877 | -$24,263 | -5.23% | |
| Institute For Wealth Management, Llc. | 0.04% | 10,784 | $425,106 | $402,890 | -$22,216 | -5.23% | |
| Peapack Gladstone Financial Corp | 0.00% | 10,515 | $415,000 | $392,840 | -$22,160 | -5.34% | |
| Triumph Capital Management | 0.07% | 10,250 | $404,055 | $382,940 | -$21,115 | -5.23% | |
| Focus Partners Wealth | 0.00% | 9,941 | $391,879 | $371,396 | -$20,483 | -5.23% | |
| Karpus Management, Inc. | 0.01% | 9,698 | $382,295 | $362,317 | -$19,978 | -5.23% | |
| Almanack Investment Partners, Llc. | 0.05% | 9,579 | $377,604 | $357,871 | -$19,733 | -5.23% | |
| D.A. Davidson & Co. | 0.00% | 9,035 | $356,168 | $337,548 | -$18,620 | -5.23% | |
| Citadel Advisors Llc | 0.00% | 8,503 | $335,188 | $317,672 | -$17,516 | -5.23% | |
| Cetera Investment Advisers | 0.00% | 8,429 | $332,251 | $314,907 | -$17,344 | -5.22% | |
| Stephens Inc | 0.00% | 8,149 | $321,234 | $304,447 | -$16,787 | -5.23% | |
| Abel Hall, Llc | 0.05% | 8,000 | $315,360 | $298,880 | -$16,480 | -5.23% | |
| Xtx Topco Ltd | 0.00% | 7,898 | $311,339 | $295,069 | -$16,270 | -5.23% | |
| Indivisible Partners | 0.02% | 7,180 | $283,036 | $268,245 | -$14,791 | -5.23% | |
| Fifth Third Bancorp | 0.00% | 5,204 | $205,142 | $194,421 | -$10,721 | -5.23% | |
| &Partners | 0.00% | 5,161 | $203,438 | $192,815 | -$10,623 | -5.22% | |
| Allworth Financial Lp | 0.00% | 4,503 | $177,506 | $168,232 | -$9,274 | -5.22% | |
| Centaurus Financial, Inc. | 0.00% | 2,969 | $117,000 | $110,922 | -$6,078 | -5.20% |
Frequently asked questions about BTO
Who owns the most BTO stock?
The largest holders of BTO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JOHN HANCOCK FINANCIAL OPP (BTO).
Is BTO widely held by superinvestors?
Many widely followed stocks like BTO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BTO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.