BOSTON, MA
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUNDBTO— Latest position per institution from SEC 13F filings
15
Institutional holders
4.32M
Total shares held
157.27M
Estimated value
216K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.26M
Value
49.61M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
646.73K
Value
25.49M
Filed
Jun 30, 2026
Z3 CAPITAL PARTNERS, LLC
CIK 2127787
Shares
411.39K
Value
16.22M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
401.06K
Value
13.30M
Filed
Sep 30, 2024
ROYAL BANK OF CANADA
CIK 1000275
Shares
270.29K
Value
10.65M
Filed
Jun 30, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
177.45K
Value
7K
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
172.70K
Value
6.81M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
130.04K
Value
5.13M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
116.33K
Value
3.86M
Filed
Sep 30, 2024
STIFEL FINANCIAL CORP
CIK 720672
Shares
99.30K
Value
3.91M
Filed
Jun 30, 2026
FCA CORP /TX
CIK 1166402
Shares
95.44K
Value
3.76M
Filed
Jun 30, 2026
AURORA INVESTMENT COUNSEL
CIK 1316397
Shares
73.60K
Value
2.63M
Filed
Dec 31, 2024
READYSTATE ASSET MANAGEMENT LP
CIK 1900923
Shares
70.73K
Value
2.48M
Filed
Dec 31, 2025
NORTH STAR ASSET MANAGEMENT INC
CIK 1056559
Shares
67.64K
Value
2.67M
Filed
Jun 30, 2026
ALESSANDRA CAPITAL MANAGEMENT, LLC
CIK 2132506
Shares
61.31K
Value
2.42M
Filed
Jun 30, 2026
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CIK 1723397
Shares
56.96K
Value
2.25M
Filed
Jun 30, 2026
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
56.35K
Value
2.03M
Filed
Sep 30, 2025
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
56.19K
Value
2.21M
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
51.25K
Value
2.02K
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
46.68K
Value
1.84M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.26M | 49.61M | Jun 30, 2026 |
| 2 | WELLS FARGO & COMPANY/MN | 72971 | 646.73K | 25.49M | Jun 30, 2026 |
| 3 | Z3 CAPITAL PARTNERS, LLC | 2127787 | 411.39K | 16.22M | Jun 30, 2026 |
| 4 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 401.06K | 13.30M | Sep 30, 2024 |
| 5 | ROYAL BANK OF CANADA | 1000275 | 270.29K | 10.65M | Jun 30, 2026 |
| 6 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 177.45K | 7K | Jun 30, 2026 |
| 7 | RAYMOND JAMES FINANCIAL INC | 720005 | 172.70K | 6.81M | Jun 30, 2026 |
| 8 | LPL FINANCIAL LLC | 1403438 | 130.04K | 5.13M | Jun 30, 2026 |
| 9 | RAYMOND JAMES & ASSOCIATES | 1084208 | 116.33K | 3.86M | Sep 30, 2024 |
| 10 | STIFEL FINANCIAL CORP | 720672 | 99.30K | 3.91M | Jun 30, 2026 |
| 11 | FCA CORP /TX | 1166402 | 95.44K | 3.76M | Jun 30, 2026 |
| 12 | AURORA INVESTMENT COUNSEL | 1316397 | 73.60K | 2.63M | Dec 31, 2024 |
| 13 | READYSTATE ASSET MANAGEMENT LP | 1900923 | 70.73K | 2.48M | Dec 31, 2025 |
| 14 | NORTH STAR ASSET MANAGEMENT INC | 1056559 | 67.64K | 2.67M | Jun 30, 2026 |
| 15 | ALESSANDRA CAPITAL MANAGEMENT, LLC | 2132506 | 61.31K | 2.42M | Jun 30, 2026 |
| 16 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1723397 | 56.96K | 2.25M | Jun 30, 2026 |
| 17 | CORNERSTONE ADVISORS, LLC | 1775446 | 56.35K | 2.03M | Sep 30, 2025 |
| 18 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 56.19K | 2.21M | Jun 30, 2026 |
| 19 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 51.25K | 2.02K | Jun 30, 2026 |
| 20 | BANK OF AMERICA CORP /DE/ | 70858 | 46.68K | 1.84M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.