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Disclosery

BTO HANCOCK JOHN FINL OPPTYS

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COM (common), issuer CIK 925683

83 managers (83 13F filers) reported a position in BTO shares at 2026-06-30, 4,251,722 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
83
13F filers
83
New
10
Added
30
Reduced
18
Sold out
5
Shares held by filers
4,251,722

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,258,587$49.6M<0.01%+68,96913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN646,729$25.5M<0.01%-6,71313F-HRTimelineGroup
Z3 Capital Partners, LLC411,393$16.2M3.4%+2,43213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA270,289$10.7M<0.01%+2,48513F-HRTimelineGroup
Janney Montgomery Scott LLC177,451$7M0.01%-15,68413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC172,704$6.81M<0.01%-5,68613F-HRTimelineGroup
LPL Financial LLC130,039$5.13M<0.01%+2,15913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP99,302$3.91M<0.01%-2,81813F-HRTimelineGroup
FCA CORP /TX95,444$3.76M0.93%+6,46013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC67,641$2.67M0.1%-17513F-HRTimeline
Alessandra Capital Management, LLC61,315$2.42M1.71%-20513F-HRTimeline
Steward Partners Investment Advisory, L…56,961$2.25M0.01%+2,62113F-HRTimeline
1607 Capital Partners, LLC56,187$2.21M0.19%new13F-HRTimeline
Cambridge Investment Research Advisors,…51,248$2.02M<0.01%+3,03613F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/46,684$1.84M<0.01%+1,53313F-HRTimelineGroup
UBS Group AGin group UBS Group AG43,824$1.73M<0.01%-71713F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…41,092$1.62M0.1%+10,76713F-HRTimeline
Gilliland Jeter Wealth Management LLC37,494$1.48M0.39%+10713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC35,323$1.39M<0.01%+1,31413F-HRTimelineGroup
Chancellor Financial Group WB LP31,366$1.24M0.77%+16913F-HRTimeline
Advisory Advocates, LLC30,800$1.21M1.04%+1,75013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,082$1.11M0.01%+19213F-HRTimelineGroup
Private Advisor Group, LLC26,708$1.05M<0.01%+2,74713F-HRTimeline
HighTower Advisors, LLC25,390$1M<0.01%+19313F-HRTimeline
Shaker Financial Services, LLC22,755$897K0.28%new13F-HRTimeline
World Investment Advisors23,785$854K0.01%-7013F-HRTimeline
Tennessee Valley Asset Management Partn…20,719$817K0.09%+1213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,452$767K<0.01%+8,64713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,554$613K<0.01%+46413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,410$607K<0.01%+9,17613F-HRTimelineGroup
Samalin Investment Counsel, LLC14,970$590K0.19%-6,10813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,544$573K<0.01%-56213F-HRTimeline
Mariner, LLCin group Mariner, LLC14,218$560K<0.01%+18813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,723$541K<0.01%+33213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.11,774$464K0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.10,784$425K0.04%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP10,515$415K<0.01%-39513F-HRTimeline
Triumph Capital Management10,250$404K0.07%-5213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,941$392K<0.01%+47113F-HRTimelineGroup
Karpus Management, Inc.9,698$382K0.01%new13F-HRTimeline
Almanack Investment Partners, LLC.9,579$378K0.05%new13F-HRTimeline
D.A. DAVIDSON & CO.9,035$356K<0.01%+1413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,503$335K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers8,429$332K<0.01%+1413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,149$321K<0.01%-1,40013F-HRTimelineGroup
Abel Hall, LLC8,000$315K0.05%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,898$311K<0.01%-1,78013F-HRTimelineGroup
Indivisible Partners7,180$283K0.02%-93213F-HRTimeline
Creative Planningin group Creative Planning6,641$262K<0.01%+2013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,204$205K<0.01%-53513F-HRTimelineGroup
&PARTNERS5,161$203K<0.01%new13F-HRTimeline
Allworth Financial LP4,503$178K<0.01%+213F-HRTimeline
CENTAURUS FINANCIAL, INC.2,969$117K<0.01%+4813F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC2,915$115K0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC2,145$84.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,000$78.8K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,625$64.7K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,616$63.7K0.01%013F-HRTimeline
NewEdge Advisors, LLC1,576$62.1K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,160$45.7K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,000$39.4K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO830$32.5K<0.01%+80813F-HRTimelineGroup
EASTERN BANK750$29.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV600$23.7K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC571$22.5K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP505$19.9K<0.01%+313F-HRTimeline
Plante Moran Financial Advisors, LLC400$15.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…357$14.1K<0.01%-1,67213F-HRTimelineGroup
SFAM, LLC300$11.8K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management277$10.9K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC231$9.11K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc200$7.88K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC200$7.88K<0.01%013F-HRTimeline
Navigoe, LLC200$7K<0.01%013F-HRTimeline
Larson Financial Group LLC174$6.87K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC158$6.23K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.125$4.93K<0.01%013F-HRTimeline
Tidemark, LLC125$4.93K<0.01%013F-HRTimeline
Monetary Solutions, Ltd100$3.94K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…80$3.15K<0.01%-3813F-HRTimelineGroup
Global Retirement Partners, LLC52$2.06K<0.01%13F-HRTimeline
CoreCap Advisors, LLC50$1.97K<0.01%013F-HRTimeline
MATHER GROUP, LLC.4$158<0.01%013F-HRTimeline