Skip to content
Disclosery

BTO HANCOCK JOHN FINL OPPTYS

Follow

COM (fund), issuer CIK 925683

68 managers (68 13F filers) reported a position in BTO shares at 2025-06-30, 4,042,497 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
68
13F filers
68
New
4
Added
27
Reduced
15
Sold out
6
Shares held by filers
4,042,497

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY1,228,139$43.5M<0.01%-24,15413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN592,393$21M<0.01%+3,73813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC558,810$19.8M0.01%+28,23113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA255,987$9.07M<0.01%+6,35313F-HR/ATimelineGroup
Janney Montgomery Scott LLC207,114$7.34M0.02%-9,44313F-HRTimeline
LPL Financial LLC203,311$7.2M<0.01%-6,98113F-HRTimeline
Cornerstone Advisors, LLC96,558$3.42M0.12%-58,34013F-HRTimeline
FCA CORP /TX93,877$3.33M1%+1,48313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP87,116$3.09M<0.01%+1,34113F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC72,293$2.56M0.11%-75013F-HRTimeline
UBS Group AGin group UBS Group AG46,678$1.65M<0.01%+4,65113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,345$1.46M<0.01%+8,24013F-HRTimelineGroup
Cambridge Investment Research Advisors,…38,018$1.35M<0.01%+53913F-HRTimeline
Gilliland Jeter Wealth Management LLC36,882$1.31M0.43%+76113F-HRTimeline
Steward Partners Investment Advisory, L…35,695$1.26M0.01%+56813F-HRTimeline
World Investment Advisors31,856$1.13M0.03%-47113F-HRTimeline
Chancellor Financial Group WB LP30,677$1.09M0.84%+15713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,522$1.05M0.01%+99413F-HRTimelineGroup
Samalin Investment Counsel, LLC27,288$967K0.37%+1,03513F-HRTimeline
Triumph Capital Management26,640$944K0.28%+13513F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC22,951$813K<0.01%+55213F-HRTimelineGroup
AlphaCore Capital LLC22,487$796K0.03%+7,48513F-HRTimeline
Private Advisor Group, LLC20,162$714K<0.01%+64113F-HRTimeline
Mariner, LLCin group Mariner, LLC18,984$672K<0.01%+50313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,002$638K<0.01%-34813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,188$609K<0.01%+4,83913F-HR/ATimelineGroup
HighTower Advisors, LLC16,372$580K<0.01%-26413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP14,945$529K0.01%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.14,076$499K<0.01%-5,09813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,068$463K<0.01%+73213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…12,889$457K0.01%+40013F-HRTimelineGroup
L.M. KOHN & COMPANY12,857$455K0.12%013F-HRTimeline
D.A. DAVIDSON & CO.10,803$383K<0.01%-48613F-HRTimeline
Institute for Wealth Management, LLC.10,784$382K0.04%013F-HRTimeline
J.W. COLE ADVISORS, INC.10,674$378K0.01%+49113F-HRTimeline
Redwood Wealth Management Group, LLC8,829$313K0.14%013F-HRTimeline
Abel Hall, LLC8,000$283K0.13%013F-HRTimeline
Avidian Wealth Enterprises, LLC6,909$245K0.01%-2,23513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,980$212K<0.01%-5113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,733$203K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,479$201K<0.01%new13F-HRTimeline
COMERICA BANK5,033$178K<0.01%013F-HRTimeline
Allworth Financial LP4,493$159K<0.01%+1,10213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,017$71.4K<0.01%-90013F-HRTimelineGroup
PRIVATE TRUST CO NA2,000$70.8K0.01%013F-HRTimeline
MAI Capital Management1,740$61.6K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,616$57.2K0.01%+96713F-HRTimeline
NewEdge Advisors, LLC1,076$38.1K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,000$35.4K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.1,000$35.4K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP780$27.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC693$25K<0.01%+17913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV600$21.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.500$18K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…354$12.5K<0.01%+14813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.300$10.6K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management277$9.81K<0.01%-18613F-HRTimelineGroup
EASTERN BANK250$8.86K<0.01%013F-HRTimeline
Bogart Wealth, LLC231$8.18K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc200$7.08K<0.01%013F-HRTimeline
Navigoe, LLC200$7K0.01%013F-HRTimeline
Global Retirement Partners, LLC171$6.06K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.165$5.84K<0.01%013F-HRTimeline
TSFG, LLC130$5K<0.01%+313F-HRTimeline
HARBOUR INVESTMENTS, INC.125$4.43K<0.01%013F-HRTimeline
Tidemark, LLC125$4.43K<0.01%-10013F-HRTimeline
CoreCap Advisors, LLC50$1.77K<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.