BTO institutional holders

J.HANCOCK FINL OPP FUND · 13F, 2026Q2

Managers holding83
Shares held4,251,722
Reported value$167.5m
Quarter flows11 new, 30 added, 18 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY1,258,587$49.6m0.0%
WELLS FARGO & COMPANY/MN646,729$25.5m0.0%
Z3 Capital Partners, LLC411,393$16.2m3.4%
ROYAL BANK OF CANADA270,289$10.7m0.0%
Janney Montgomery Scott LLC177,451$7.0m0.0%
RAYMOND JAMES FINANCIAL INC172,704$6.8m0.0%
LPL Financial LLC130,039$5.1m0.0%
STIFEL FINANCIAL CORP99,302$3.9m0.0%
FCA CORP /TX95,444$3.8m0.9%
NORTH STAR ASSET MANAGEMENT INC67,641$2.7m0.1%
Alessandra Capital Management, LLC61,315$2.4m1.7%
Steward Partners Investment Advisory, LLC56,961$2.2m0.0%
1607 Capital Partners, LLC56,187$2.2m0.2%
Cambridge Investment Research Advisors, Inc.51,248$2.0m0.0%
BANK OF AMERICA CORP /DE/46,684$1.8m0.0%
UBS Group AG43,824$1.7m0.0%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD41,092$1.6m0.1%
Gilliland Jeter Wealth Management LLC37,494$1.5m0.4%
AMERIPRISE FINANCIAL INC35,323$1.4m0.0%
Chancellor Financial Group WB LP31,366$1.2m0.8%
Advisory Advocates, LLC30,800$1.2m1.0%
OPPENHEIMER & CO INC28,082$1.1m0.0%
Private Advisor Group, LLC26,708$1.1m0.0%
HighTower Advisors, LLC25,390$1.0m0.0%
Shaker Financial Services, LLC22,755$897,0030.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BTO"). BTO price history · All 13F data

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