Who owns John Hancock Financial Opportunities Fund?
Institutional ownership of BTO from SEC Form 13F filings across 61 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
61
13F holders
$124.2M
value, 2026 filers
17.1%
of shares outstanding (3.4M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BTO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.3M | $49.6M | 0.0% | 6.4% | +5.8% |
| 2 | WELLS FARGO & COMPANY/MN | 646,729 | $25.5M | 0.0% | 3.3% | -1.0% |
| 3 | ROYAL BANK OF CANADA | 270,289 | $10.7M | 0.0% | 1.4% | +0.9% |
| 4 | Janney Montgomery Scott LLC | 177,451 | $6,995 | 0.0% | 0.9% | -8.1% |
| 5 | RAYMOND JAMES FINANCIAL INC | 172,704 | $6.8M | 0.0% | 0.9% | -3.2% |
| 6 | LPL Financial LLC | 130,039 | $5.1M | 0.0% | 0.7% | +1.7% |
| 7 | STIFEL FINANCIAL CORP | 99,302 | $3.9M | 0.0% | 0.5% | -2.8% |
| 8 | Steward Partners Investment Advisory, LLC | 56,961 | $2.2M | 0.0% | 0.3% | +4.8% |
| 9 | Cambridge Investment Research Advisors, Inc. | 51,248 | $2,020 | 0.0% | 0.3% | +6.3% |
| 10 | BANK OF AMERICA CORP /DE/ | 46,684 | $1.8M | 0.0% | 0.2% | +3.4% |
| 11 | UBS Group AG | 43,824 | $1.7M | 0.0% | 0.2% | -1.6% |
| 12 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 41,092 | $1.6M | 0.1% | 0.2% | +35.5% |
| 13 | Gilliland Jeter Wealth Management LLC | 37,494 | $1.5M | 0.4% | 0.2% | +0.3% |
| 14 | AMERIPRISE FINANCIAL INC | 35,323 | $1.4M | 0.0% | 0.2% | +3.9% |
| 15 | OPPENHEIMER & CO INC | 28,082 | $1.1M | 0.0% | 0.1% | +0.7% |
| 16 | HighTower Advisors, LLC | 25,390 | $1.0M | 0.0% | 0.1% | +0.8% |
| 17 | World Investment Advisors | 23,785 | $853,976 | 0.0% | 0.1% | -0.3% |
| 18 | Tennessee Valley Asset Management Partners | 20,719 | $816,738 | 0.1% | 0.1% | +0.1% |
| 19 | OSAIC HOLDINGS, INC. | 19,452 | $767,061 | 0.0% | 0.1% | +80.0% |
| 20 | Kestra Advisory Services, LLC | 15,554 | $613,136 | 0.0% | 0.1% | +3.1% |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 15,410 | $607,456 | 0.0% | 0.1% | +147.2% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 14,544 | $573,330 | 0.0% | 0.1% | -3.7% |
| 23 | Mariner, LLC | 14,218 | $560,459 | 0.0% | 0.1% | +1.3% |
| 24 | BENJAMIN EDWARDS INC | 13,723 | $540,948 | 0.0% | 0.1% | +2.5% |
| 25 | J.W. COLE ADVISORS, INC.NEW | 11,774 | $464,140 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.