John Hancock Financial OppBTO
13F holders, Q1 2026 (March 31)79holders −6
9new positions
13sold out
$35.87avg. 13F price*
At the end of Q1 2026, 79 institutions reported holding John Hancock Financial Opp (BTO) in their 13F filings, down 6 from Q4 2025. 9 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($42.7M), Wells Fargo & Company ($23.4M) and Z3 Capital Partners, LLC ($14.7M).
- Company
- John Hancock Financial Opp
- Filed as
- HANCOCK JOHN FINL OPPTYS (Q1 2026)
- CUSIP
- 409735206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $782K |
| Exits | 13 | $4.9M |
All 13F filers, Q4 2025 → Q1 2026: 111,912 shares bought and 272,877 shares sold, net −160,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Morgan Stanley | 0.00% | Add +0.0% | 1,189,618 | $42.7M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 653,442 | $23.4M |
| Z3 Capital Partners, LLC | 3.72% | Add +1.3% | 408,961 | $14.7M |
| Royal Bank of Canada | 0.00% | Add +3.3% | 267,804 | $9.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.8% | 193,135 | $6.9M |
| Raymond James Financial Inc. | 0.00% | Add +1.2% | 178,390 | $6.4M |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 127,880 | $4.6M |
| Stifel Financial Corp. | 0.00% | Add +17.7% | 102,120 | $3.7M |
| Fca Corp. | 0.90% | Add +2.4% | 88,984 | $3.2M |
| North Star Asset Management Inc. | 0.11% | Reduce -0.4% | 67,816 | $2.4M |
| Alessandra Capital Management, LLC | 1.88% | Add +3.8% | 61,520 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +10.4% | 54,340 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.1% | 48,212 | $1.7M |
| Bank of America Corp. | 0.00% | Add +3.0% | 45,151 | $1.6M |
| UBS Group AG | 0.00% | Reduce -6.6% | 44,541 | $1.6M |
| Gilliland Jeter Wealth Management LLC | 0.40% | Add +3.1% | 37,387 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +38.6% | 34,009 | $1.2M |
| Chancellor Financial Group WB LP | 0.80% | Add +0.7% | 31,197 | $1.1M |
| City of London Investment Management Co. Ltd. | 0.08% | Add +302.3% | 30,325 | $1.1M |
| Advisory Advocates, LLC | 1.06% | Add +7.6% | 29,050 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.8% | 27,890 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.7% | 25,197 | $904K |
| Private Advisor Group, LLC | 0.00% | Add +3.4% | 23,961 | $859K |
| World Investment Advisors | 0.01% | Reduce -13.5% | 23,855 | $856K |
| Samalin Investment Counsel, LLC | 0.27% | Reduce -18.8% | 21,078 | $756K |
| Tennessee Valley Asset Management Partners | 0.10% | Add +0.1% | 20,707 | $743K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.4% | 15,106 | $542K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.4% | 15,090 | $541K |
| Mariner, LLC | 0.00% | Reduce -49.5% | 14,030 | $503K |
| Wolverine Asset Management LLC | 0.03% | Reduce -82.1% | 13,603 | $488K |
| Benjamin Edwards Inc. | 0.00% | No change | 13,391 | $480K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -21.2% | 10,910 | $391K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.4% | 10,805 | $388K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 10,784 | $387K |
| Triumph Capital Management | 0.08% | Reduce -46.8% | 10,302 | $370K |
| XTX Topco Ltd | 0.01% | Add +24.6% | 9,678 | $347K |
| Stephens Inc. | 0.00% | Reduce -32.3% | 9,549 | $343K |
| Focus Partners Wealth | 0.00% | Reduce -5.3% | 9,470 | $340K |
| Redwood Wealth Management Group, LLC | 0.14% | Add +4.5% | 9,229 | $331K |
| D.A. Davidson & Co. | 0.00% | Add +0.2% | 9,021 | $324K |
| Cetera Investment Advisers | 0.00% | Add +18.5% | 8,415 | $302K |
| Indivisible Partners | 0.03% | New | 8,112 | $291K |
| Abel Hall, LLC | 0.06% | No change | 8,000 | $287K |
| Creative Planning | 0.00% | Add +0.3% | 6,621 | $237K |
| Envestnet Asset Management Inc. | 0.00% | New | 6,234 | $224K |
| Fifth Third Bancorp | 0.00% | New | 5,739 | $206K |
| Allworth Financial LP | 0.00% | Add +0.1% | 4,501 | $161K |
| Centaurus Financial, Inc. | 0.01% | Add +1.9% | 2,921 | $105K |
| Vanguard National Trust Co | 0.01% | — | 2,915 | $105K |
| Farther Finance Advisors, LLC | 0.00% | Add +75.1% | 2,145 | $76K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.7% | 2,029 | $73K |
| Private Trust Co. NA | 0.01% | No change | 2,000 | $72K |
| MAI Capital Management | 0.00% | No change | 1,740 | $62K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,616 | $58K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,625 | $58K |
| NewEdge Advisors, LLC | 0.00% | Reduce -24.1% | 1,576 | $57K |
| Osbon Capital Management LLC | 0.03% | New | 1,160 | $42K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,000 | $36K |
| Cwm, LLC | 0.00% | Add +52.7% | 785 | $28K |
| Eastern Bank | 0.00% | Add +200.0% | 750 | $27K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $22K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -46.1% | 502 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -31.6% | 400 | $14K |
| Sfam, LLC | 0.01% | No change | 300 | $11K |
| Spire Wealth Management | 0.00% | No change | 277 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 231 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 200 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 200 | $7K |
| Navigoe, LLC | 0.00% | No change | 200 | $7K |
| Larson Financial Group LLC | 0.00% | New | 174 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 143 | $5K |
| Tidemark, LLC | 0.00% | No change | 125 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 125 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -23.4% | 118 | $4K |
| Wellington-Altus USA Inc. | 0.00% | No change | 100 | $4K |
| Monetary Solutions, Ltd | 0.00% | No change | 100 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 50 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 22 | $752 |
| Mather Group, Llc. | 0.00% | New | 4 | $143 |
"% of holder's portfolio" is BTO's weight in each manager's 13F, not the share of John Hancock Financial Opp the manager owns.