JOHN HANCOCK FINANCIAL OPP (BTO) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $154.01M 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 $42.67M in its March 31, 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 $44.00M, representing an estimated gain of +3.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed BTO value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Z3 Capital Partners, Llc, Wells Fargo & Company/Mn, 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
77
Total Reported Value
$154.01M
Largest Holder
Morgan Stanley
Largest Position
$42.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
91
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% | 1,189,618 | $42,671,597 | $44,003,970 | +$1,332,373 | +3.12% | |
| Z3 Capital Partners, Llc | 3.55% | 812,549 | $28,827,295 | $30,056,188 | +$1,228,893 | +4.26% | |
| Wells Fargo & Company/Mn | 0.00% | 653,442 | $23,438,944 | $24,170,820 | +$731,876 | +3.12% | |
| Royal Bank Of Canada | 0.00% | 267,804 | $9,606,000 | $9,906,070 | +$300,070 | +3.12% | |
| Raymond James Financial Inc | 0.00% | 178,390 | $6,398,858 | $6,598,646 | +$199,788 | +3.12% | |
| Lpl Financial Llc | 0.00% | 127,880 | $4,587,067 | $4,730,281 | +$143,214 | +3.12% | |
| Alessandra Capital Management, Llc | 1.86% | 120,802 | $4,286,339 | $4,468,466 | +$182,127 | +4.25% | |
| Stifel Financial Corp | 0.00% | 102,120 | $3,663,087 | $3,777,419 | +$114,332 | +3.12% | |
| Fca Corp | 0.90% | 88,984 | $3,191,845 | $3,291,518 | +$99,673 | +3.12% | |
| North Star Asset Management Inc | 0.11% | 67,816 | $2,432,560 | $2,508,514 | +$75,954 | +3.12% | |
| Advisory Advocates, Llc | 1.00% | 56,050 | $1,989,184 | $2,073,290 | +$84,106 | +4.23% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 54,340 | $1,949,176 | $2,010,037 | +$60,861 | +3.12% | |
| Bank Of America Corp | 0.00% | 45,151 | $1,619,568 | $1,670,135 | +$50,567 | +3.12% | |
| Ubs Group Ag | 0.00% | 44,541 | $1,597,686 | $1,647,572 | +$49,886 | +3.12% | |
| Gilliland Jeter Wealth Management Llc | 0.40% | 37,387 | $1,341,072 | $1,382,945 | +$41,873 | +3.12% | |
| Ameriprise Financial Inc | 0.00% | 34,009 | $1,219,896 | $1,257,993 | +$38,097 | +3.12% | |
| Chancellor Financial Group Wb Lp | 0.80% | 31,197 | $1,119,023 | $1,153,977 | +$34,954 | +3.12% | |
| City Of London Investment Management Co Ltd | 0.08% | 30,325 | $1,087,758 | $1,121,722 | +$33,964 | +3.12% | |
| Oppenheimer & Co Inc | 0.01% | 27,890 | $1,000,414 | $1,031,651 | +$31,237 | +3.12% | |
| Hightower Advisors, Llc | 0.00% | 25,197 | $903,833 | $932,037 | +$28,204 | +3.12% | |
| Private Advisor Group, Llc | 0.00% | 23,961 | $859,467 | $886,317 | +$26,850 | +3.12% | |
| World Investment Advisors | 0.01% | 23,855 | $855,664 | $882,396 | +$26,732 | +3.12% | |
| Samalin Investment Counsel, Llc | 0.27% | 21,078 | $756,064 | $779,675 | +$23,611 | +3.12% | |
| Tennessee Valley Asset Management Partners | 0.10% | 20,707 | $742,763 | $765,952 | +$23,189 | +3.12% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,106 | $541,850 | $558,771 | +$16,921 | +3.12% | |
| Kestra Advisory Services, Llc | 0.00% | 15,090 | $541,273 | $558,179 | +$16,906 | +3.12% | |
| Mariner, Llc | 0.00% | 14,030 | $503,248 | $518,970 | +$15,722 | +3.12% | |
| Wolverine Asset Management Llc | 0.01% | 13,603 | $487,940 | $503,175 | +$15,235 | +3.12% | |
| Benjamin Edwards Inc | 0.00% | 13,391 | $480,321 | $495,333 | +$15,012 | +3.13% | |
| Osaic Holdings, Inc. | 0.00% | 10,805 | $387,589 | $399,677 | +$12,088 | +3.12% | |
| Institute For Wealth Management, Llc. | 0.04% | 10,784 | $386,823 | $398,900 | +$12,077 | +3.12% | |
| Triumph Capital Management | 0.08% | 10,302 | $369,533 | $381,071 | +$11,538 | +3.12% | |
| Xtx Topco Ltd | 0.01% | 9,678 | $347,150 | $357,989 | +$10,839 | +3.12% | |
| Stephens Inc | 0.00% | 9,549 | $342,523 | $353,218 | +$10,695 | +3.12% | |
| Focus Partners Wealth | 0.00% | 9,470 | $339,681 | $350,295 | +$10,614 | +3.12% | |
| Redwood Wealth Management Group, Llc | 0.14% | 9,229 | $331,044 | $341,381 | +$10,337 | +3.12% | |
| D.A. Davidson & Co. | 0.00% | 9,021 | $323,606 | $333,687 | +$10,081 | +3.12% | |
| Cetera Investment Advisers | 0.00% | 8,415 | $301,855 | $311,271 | +$9,416 | +3.12% | |
| Indivisible Partners | 0.03% | 8,112 | $290,964 | $300,063 | +$9,099 | +3.13% | |
| Abel Hall, Llc | 0.06% | 8,000 | $286,960 | $295,920 | +$8,960 | +3.12% | |
| Creative Planning | 0.00% | 6,621 | $237,490 | $244,911 | +$7,421 | +3.12% | |
| Envestnet Asset Management Inc | 0.00% | 6,234 | $223,614 | $230,596 | +$6,982 | +3.12% | |
| Fifth Third Bancorp | 0.00% | 5,739 | $205,858 | $212,286 | +$6,428 | +3.12% | |
| Allworth Financial Lp | 0.00% | 4,501 | $161,438 | $166,492 | +$5,054 | +3.13% | |
| Vanguard National Trust Co | 0.01% | 2,915 | $104,561 | $107,826 | +$3,265 | +3.12% | |
| Farther Finance Advisors, Llc | 0.00% | 2,145 | $76,298 | $79,344 | +$3,046 | +3.99% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,029 | $72,780 | $75,053 | +$2,273 | +3.12% | |
| Private Trust Co Na | 0.01% | 2,000 | $71,740 | $73,980 | +$2,240 | +3.12% | |
| Mai Capital Management | 0.00% | 1,740 | $62,414 | $64,363 | +$1,949 | +3.12% | |
| Thompson Investment Management, Inc. | 0.01% | 1,616 | $57,966 | $59,776 | +$1,810 | +3.12% |
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.