Skip to content
Disclosery

BTO HANCOCK JOHN FINL OPPTYS

Follow

COM (fund), issuer CIK 925683

76 managers (76 13F filers) reported a position in BTO shares at 2025-09-30, 3,626,361 shares in all. 14 filers opened a position and 5 filers sold out during the quarter.

Managers
76
13F filers
76
New
14
Added
16
Reduced
25
Sold out
5
Shares held by filers
3,626,361

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,218,174$43.8M<0.01%-9,96513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN643,370$23.1M<0.01%+50,97713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA258,912$9.32M<0.01%+2,92513F-HRTimelineGroup
Janney Montgomery Scott LLC198,643$7.15M0.02%-8,47113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC192,088$6.91M<0.01%-366,72213F-HRTimelineGroup
LPL Financial LLC140,497$5.06M<0.01%-62,81413F-HRTimeline
FCA CORP /TX93,475$3.36M0.93%-40213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP86,431$3.11M<0.01%-68513F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC69,030$2.48M0.1%-3,26313F-HRTimeline
Cornerstone Advisors, LLC56,349$2.03M0.07%-40,20913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/49,343$1.78M<0.01%+7,99813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG46,739$1.68M<0.01%+6113F-HRTimelineGroup
Steward Partners Investment Advisory, L…42,515$1.53M0.01%+6,82013F-HRTimeline
Cambridge Investment Research Advisors,…40,237$1.45M<0.01%+2,21913F-HRTimeline
Gilliland Jeter Wealth Management LLC36,796$1.32M0.41%-8613F-HRTimeline
Chancellor Financial Group WB LP30,870$1.11M0.79%+19313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,733$1.07M0.01%+21113F-HRTimelineGroup
World Investment Advisors28,359$1.02M0.02%-3,49713F-HRTimeline
Samalin Investment Counsel, LLC25,735$926K0.32%-1,55313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC25,140$905K<0.01%+2,18913F-HRTimelineGroup
AlphaCore Capital LLC22,047$793K0.03%-44013F-HRTimeline
Private Advisor Group, LLC21,336$768K<0.01%+1,17413F-HRTimeline
Tennessee Valley Asset Management Partn…20,681$744K0.1%new13F-HRTimeline
Triumph Capital Management19,333$696K0.19%-7,30713F-HR/ATimeline
Mariner, LLCin group Mariner, LLC19,122$688K<0.01%+13813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,238$597K<0.01%-95013F-HRTimelineGroup
HighTower Advisors, LLC16,294$586K<0.01%-7813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,757$531K<0.01%+1,68913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,164$510K<0.01%-3,83813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP14,142$509K0.01%-80313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,178$474K0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…12,564$452K0.01%-32513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.12,188$439K0.01%+1,51413F-HRTimeline
D.A. DAVIDSON & CO.10,817$389K<0.01%+1413F-HRTimeline
Institute for Wealth Management, LLC.10,784$388K0.04%013F-HRTimeline
Redwood Wealth Management Group, LLC8,829$318K0.13%013F-HRTimeline
Abel Hall, LLC8,000$288K0.12%013F-HRTimeline
Cetera Investment Advisers7,086$255K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning6,578$237K<0.01%new13F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.6,256$225K<0.01%-7,82013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC5,789$208K0.01%-1,12013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,765$207K<0.01%-21513F-HRTimelineGroup
COMERICA BANK5,033$181K<0.01%013F-HRTimeline
Allworth Financial LP4,496$162K<0.01%+313F-HRTimeline
CENTAURUS FINANCIAL, INC.2,830$102K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,000$72K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,817$65.4K<0.01%-20013F-HRTimelineGroup
MAI Capital Management1,740$62.6K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,616$58.1K0.01%013F-HRTimeline
NewEdge Advisors, LLC1,076$38.7K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,000$36K<0.01%new13F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP870$31.3K<0.01%+9013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV600$21.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC576$21K<0.01%-11713F-HRTimelineGroup
Smartleaf Asset Management LLC503$18.1K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.500$18K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…340$12.2K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.300$10.8K<0.01%013F-HRTimelineGroup
Mountain Hill Investment Partners Corp.300$10.8K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management277$9.97K<0.01%013F-HRTimelineGroup
EASTERN BANK250$8.99K<0.01%013F-HRTimeline
Bogart Wealth, LLC231$8.31K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc200$7.2K<0.01%013F-HRTimeline
Navigoe, LLC200$7K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates180$6.48K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC171$6.15K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.165$5.94K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…154$5.54K<0.01%-20013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.125$4.5K<0.01%013F-HRTimeline
Tidemark, LLC125$4.5K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC100$3.6K<0.01%new13F-HRTimeline
Advisory Services Network, LLC97$3.49K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC50$1.8K<0.01%013F-HRTimeline
Blue Trust, Inc.28$1.01K<0.01%-97213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22$792<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$180<0.01%new13F-HRTimelineGroup