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Disclosery

BTO HANCOCK JOHN FINL OPPTYS

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COM (fund), issuer CIK 925683

69 managers (69 13F filers) reported a position in BTO shares at 2025-03-31, 4,127,411 shares in all. 4 filers opened a position and 9 filers sold out during the quarter.

Managers
69
13F filers
69
New
4
Added
25
Reduced
18
Sold out
9
Shares held by filers
4,127,411

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,252,293$42.7M<0.01%-37,95413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN588,655$20.1M<0.01%+11,23013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC530,579$18.1M0.01%+5,37413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA249,634$8.52M<0.01%-6,22913F-HR/ATimelineGroup
Janney Montgomery Scott LLC216,557$7.39M0.02%+15,40313F-HRTimeline
LPL Financial LLC210,292$7.17M<0.01%+24,51913F-HRTimeline
Cornerstone Advisors, LLC154,898$5.28M0.23%-81,47213F-HRTimeline
FCA CORP /TX92,394$3.15M1%-2,23613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP85,775$2.93M<0.01%+14,11313F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC73,043$2.49M0.11%-75513F-HRTimeline
UBS Group AGin group UBS Group AG42,027$1.43M<0.01%+7713F-HRTimelineGroup
Cambridge Investment Research Advisors,…37,479$1.28M<0.01%-60413F-HRTimeline
Gilliland Jeter Wealth Management LLC36,121$1.23M0.44%+1,84513F-HRTimeline
Steward Partners Investment Advisory, L…35,127$1.2M0.01%+7,30313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,105$1.13M<0.01%-3,26013F-HRTimelineGroup
World Investment Advisors32,327$1.1M0.03%-1,69213F-HRTimeline
Chancellor Financial Group WB LP30,520$1.04M0.86%-3,10913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,528$973K0.01%+5,67213F-HRTimelineGroup
Triumph Capital Management26,505$904K0.3%+3,44013F-HRTimeline
Samalin Investment Counsel, LLC26,253$895K0.36%+1,75513F-HRTimeline
Jaffetilchin Investment Partners, LLC23,882$815K0.06%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC22,399$764K<0.01%+34713F-HRTimelineGroup
Tennessee Valley Asset Management Partn…20,657$705K0.11%+1213F-HRTimeline
Private Advisor Group, LLC19,521$666K<0.01%+4,07613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.19,174$654K<0.01%-45413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC18,481$630K<0.01%-1,34813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,350$626K<0.01%-13613F-HRTimeline
HighTower Advisors, LLC16,636$567K<0.01%013F-HRTimeline
AlphaCore Capital LLC15,002$512K0.04%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP14,945$510K0.01%-2,00513F-HRTimeline
L.M. KOHN & COMPANY12,857$439K0.11%+55013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,489$426K0.01%-50013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,349$421K<0.01%+1,24113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,336$421K<0.01%+65113F-HRTimelineGroup
D.A. DAVIDSON & CO.11,289$385K<0.01%+1513F-HRTimeline
Institute for Wealth Management, LLC.10,784$368K0.05%013F-HRTimeline
J.W. COLE ADVISORS, INC.10,183$347K0.01%+1,13913F-HRTimeline
Avidian Wealth Enterprises, LLC9,144$312K0.01%013F-HRTimeline
Redwood Wealth Management Group, LLC8,829$301K0.15%013F-HRTimeline
Abel Hall, LLC8,000$273K0.16%013F-HRTimeline
Creative Planningin group Creative Planning7,208$246K<0.01%-42213F-HRTimelineGroup
WEDBUSH SECURITIES INC6,781$231K0.01%013F-HRTimeline
&PARTNERS6,120$208K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,031$206K<0.01%+8913F-HR/ATimelineGroup
COMERICA BANK5,033$172K<0.01%013F-HRTimeline
Allworth Financial LP3,391$109K<0.01%+313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,917$99.5K<0.01%-1,10013F-HRTimelineGroup
PRIVATE TRUST CO NA2,000$68.2K0.01%+50013F-HRTimeline
MAI Capital Management1,740$59.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,076$36.7K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP780$26.6K<0.01%+3513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.649$22.1K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV600$20.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC514$18K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.500$17K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Spire Wealth Managementin group Spire Wealth Management463$15.8K<0.01%+3413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.300$8.53K<0.01%-94113F-HRTimelineGroup
EASTERN BANK250$8.53K<0.01%013F-HRTimeline
Bogart Wealth, LLC231$7.88K<0.01%013F-HRTimeline
Tidemark, LLC225$7.67K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…206$7.03K<0.01%+5713F-HRTimelineGroup
AdvisorNet Financial, Inc200$6.82K<0.01%-40013F-HRTimeline
Navigoe, LLC200$6K0.01%013F-HRTimeline
Geneos Wealth Management Inc.165$5.63K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.125$4.26K<0.01%013F-HRTimeline
TSFG, LLC127$4K<0.01%new13F-HRTimeline
Investors Research Corp110$3.75K<0.01%013F-HRTimeline
CoreCap Advisors, LLC50$1.71K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.