John Hancock Financial OppBTO
13F holders, Q2 2026 (June 30)83holders +4
9new positions
4sold out
1famous investor
$39.40avg. 13F price*
At the end of Q2 2026, 83 institutions reported holding John Hancock Financial Opp (BTO) in their 13F filings, up 4 from Q1 2026. 9 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($49.6M), Wells Fargo & Company ($25.5M) and Z3 Capital Partners, LLC ($16.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- John Hancock Financial Opp
- Filed as
- HANCOCK JOHN FINL OPPTYS (Q2 2026)
- CUSIP
- 409735206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.9M |
| Exits | 4 | $597K |
All 13F filers, Q1 2026 → Q2 2026: 252,108 shares bought and 62,188 shares sold, net +189,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Morgan Stanley | 0.00% | Add +5.8% | 1,258,587 | $49.6M |
| Wells Fargo & Company | 0.00% | Reduce -1.0% | 646,729 | $25.5M |
| Z3 Capital Partners, LLC | 3.40% | Add +0.6% | 411,393 | $16.2M |
| Royal Bank of Canada | 0.00% | Add +0.9% | 270,289 | $10.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.1% | 177,451 | $7.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.2% | 172,704 | $6.8M |
| LPL Financial LLC | 0.00% | Add +1.7% | 130,039 | $5.1M |
| Stifel Financial Corp. | 0.00% | Reduce -2.8% | 99,302 | $3.9M |
| Fca Corp. | 0.93% | Add +7.3% | 95,444 | $3.8M |
| North Star Asset Management Inc. | 0.10% | Reduce -0.3% | 67,641 | $2.7M |
| Alessandra Capital Management, LLC | 1.71% | Reduce -0.3% | 61,315 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.8% | 56,961 | $2.2M |
| 1607 Capital Partners, LLC | 0.19% | New | 56,187 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.3% | 51,248 | $2.0M |
| Bank of America Corp. | 0.00% | Add +3.4% | 46,684 | $1.8M |
| UBS Group AG | 0.00% | Reduce -1.6% | 43,824 | $1.7M |
| City of London Investment Management Co. Ltd. | 0.10% | Add +35.5% | 41,092 | $1.6M |
| Gilliland Jeter Wealth Management LLC | 0.39% | Add +0.3% | 37,494 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +3.9% | 35,323 | $1.4M |
| Chancellor Financial Group WB LP | 0.77% | Add +0.5% | 31,366 | $1.2M |
| Advisory Advocates, LLC | 1.04% | Add +6.0% | 30,800 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.7% | 28,082 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Add +11.5% | 26,708 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 25,390 | $1.0M |
| Shaker Financial Services, LLC | 0.28% | New | 22,755 | $897K |
| World Investment Advisors | 0.01% | Reduce -0.3% | 23,785 | $854K |
| Tennessee Valley Asset Management Partners | 0.09% | Add +0.1% | 20,719 | $817K |
| Osaic Holdings, Inc. | 0.00% | Add +80.0% | 19,452 | $767K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.1% | 15,554 | $613K |
| Envestnet Asset Management Inc. | 0.00% | Add +147.2% | 15,410 | $607K |
| Samalin Investment Counsel, LLC | 0.19% | Reduce -29.0% | 14,970 | $590K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.7% | 14,544 | $573K |
| Mariner, LLC | 0.00% | Add +1.3% | 14,218 | $560K |
| Benjamin Edwards Inc. | 0.00% | Add +2.5% | 13,723 | $541K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 11,774 | $464K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 10,784 | $425K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -3.6% | 10,515 | $415K |
| Triumph Capital Management | 0.07% | Reduce -0.5% | 10,250 | $404K |
| Focus Partners Wealth | 0.00% | Add +5.0% | 9,941 | $392K |
| Karpus Management, Inc. | 0.01% | New | 9,698 | $382K |
| Almanack Investment Partners, LLC. | 0.05% | New | 9,579 | $378K |
| D.A. Davidson & Co. | 0.00% | Add +0.2% | 9,035 | $356K |
| Citadel Advisors | 0.00% | New | 8,503 | $335K |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 8,429 | $332K |
| Stephens Inc. | 0.00% | Reduce -14.7% | 8,149 | $321K |
| Abel Hall, LLC | 0.05% | No change | 8,000 | $315K |
| XTX Topco Ltd | 0.00% | Reduce -18.4% | 7,898 | $311K |
| Indivisible Partners | 0.02% | Reduce -11.5% | 7,180 | $283K |
| Creative Planning | 0.00% | Add +0.3% | 6,641 | $262K |
| Fifth Third Bancorp | 0.00% | Reduce -9.3% | 5,204 | $205K |
| &partners | 0.00% | New | 5,161 | $203K |
| Allworth Financial LP | 0.00% | Add +0.0% | 4,503 | $178K |
| Centaurus Financial, Inc. | 0.00% | Add +1.6% | 2,969 | $117K |
| Vanguard National Trust Co | 0.01% | No change | 2,915 | $115K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,145 | $85K |
| Private Trust Co. NA | 0.01% | No change | 2,000 | $79K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,625 | $65K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,616 | $64K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,576 | $62K |
| Fiduciary Financial Advisors | 0.00% | New | 1,160 | $46K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,000 | $39K |
| JPMorgan Chase & Co. | 0.00% | Add +3672.7% | 830 | $33K |
| Eastern Bank | 0.00% | No change | 750 | $30K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $24K |
| Toth Financial Advisory Corp. | 0.00% | Add +0.6% | 505 | $20K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 400 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -82.4% | 357 | $14K |
| Sfam, LLC | 0.01% | No change | 300 | $12K |
| Spire Wealth Management | 0.00% | No change | 277 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 231 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 200 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 200 | $8K |
| Navigoe, LLC | 0.00% | No change | 200 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 174 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | New | 158 | $6K |
| Tidemark, LLC | 0.00% | No change | 125 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 125 | $5K |
| Monetary Solutions, Ltd | 0.00% | No change | 100 | $4K |
| Wellington-Altus USA Inc. | 0.00% | No change | 100 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -32.2% | 80 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 52 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 50 | $2K |
| Mather Group, Llc. | 0.00% | No change | 4 | $158 |
"% of holder's portfolio" is BTO's weight in each manager's 13F, not the share of John Hancock Financial Opp the manager owns.