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Disclosery

BTO HANCOCK JOHN FINL OPPTYS

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COM (fund), issuer CIK 925683

85 managers (85 13F filers) reported a position in BTO shares at 2025-12-31, 4,235,047 shares in all. 12 filers opened a position and 9 filers sold out during the quarter.

Managers
85
13F filers
85
New
12
Added
25
Reduced
18
Sold out
9
Shares held by filers
4,235,047

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY1,189,553$41.7M<0.01%-28,62113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN667,192$23.4M<0.01%+23,82213F-HRTimelineGroup
Z3 Capital Partners, LLC403,588$14.2M3.4%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA259,361$9.1M<0.01%+44913F-HRTimelineGroup
Janney Montgomery Scott LLC196,609$6.9M0.02%-2,03413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC176,313$6.19M<0.01%-15,77513F-HRTimelineGroup
LPL Financial LLC129,785$4.55M<0.01%-10,71213F-HRTimeline
FCA CORP /TX86,920$3.05M0.86%-6,55513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP86,733$3.04M<0.01%+30213F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC76,148$2.67M0.04%new13F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP70,727$2.48M0.11%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC68,080$2.39M0.1%-95013F-HRTimeline
Alessandra Capital Management, LLC59,282$2.08M1.85%13F-HRTimeline
Steward Partners Investment Advisory, L…49,209$1.73M0.01%+6,69413F-HRTimeline
UBS Group AGin group UBS Group AG47,666$1.67M<0.01%+92713F-HRTimelineGroup
Cambridge Investment Research Advisors,…44,185$1.55M<0.01%+3,94813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,840$1.54M<0.01%-5,50313F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC36,269$1.27M0.38%-52713F-HRTimeline
Chancellor Financial Group WB LP30,988$1.09M0.74%+11813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,394$996K0.01%-1,33913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC27,765$974K<0.01%+8,64313F-HRTimelineGroup
World Investment Advisors27,590$968K0.02%-76913F-HR/ATimeline
Advisory Advocates, LLC27,000$947K0.94%13F-HRTimeline
HighTower Advisors, LLC26,169$918K<0.01%+9,87513F-HRTimeline
Samalin Investment Counsel, LLC25,963$911K0.32%+22813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,540$861K<0.01%-60013F-HRTimelineGroup
Private Advisor Group, LLC23,165$813K<0.01%+1,82913F-HRTimeline
Tennessee Valley Asset Management Partn…20,694$726K0.09%+1313F-HRTimeline
Triumph Capital Management19,372$680K0.15%+3913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,462$578K<0.01%+22413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,451$507K<0.01%-30613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…14,105$495K0.01%+1,54113F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP13,848$486K0.01%-29413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,802$484K<0.01%-36213F-HRTimeline
AlphaCore Capital LLC13,792$484K0.01%-8,25513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,391$470K0.01%+21313F-HRTimelineGroup
Logan Stone Capital, LLC12,670$444K0.11%new13F-HRTimeline
J.W. COLE ADVISORS, INC.12,310$432K0.01%+12213F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…11,160$391K0.03%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.10,784$378K0.04%013F-HRTimeline
Shaker Financial Services, LLC10,576$371K0.12%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,002$351K<0.01%+4,23713F-HRTimelineGroup
D.A. DAVIDSON & CO.9,006$316K<0.01%-1,81113F-HRTimeline
Redwood Wealth Management Group, LLC8,829$310K0.13%013F-HRTimeline
Abel Hall, LLC8,000$281K0.07%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,766$272K0.01%new13F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…7,538$264K0.02%new13F-HRTimeline
Sowell Financial Services LLC7,319$257K0.01%new13F-HRTimeline
Cetera Investment Advisers7,100$249K<0.01%+1413F-HRTimeline
Creative Planningin group Creative Planning6,599$231K<0.01%+2113F-HRTimelineGroup
COMERICA BANK5,233$184K<0.01%+20013F-HRTimeline
Allworth Financial LP4,498$158K<0.01%+213F-HRTimeline
CENTAURUS FINANCIAL, INC.2,868$101K<0.01%+3813F-HRTimeline
NewEdge Advisors, LLC2,076$72.8K<0.01%+1,00013F-HRTimeline
PRIVATE TRUST CO NA2,000$70.2K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,817$63.7K<0.01%013F-HRTimelineGroup
MAI Capital Management1,740$61K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,625$57K<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,616$56.7K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,225$43K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,000$35.1K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP931$32.7K<0.01%+6113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV600$21K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC585$20.5K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC514$18K<0.01%-6213F-HRTimelineGroup
Smartleaf Asset Management LLC503$17.8K<0.01%013F-HRTimeline
McIlrath & Eck, LLC425$14.9K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.300$10.5K<0.01%013F-HRTimelineGroup
SFAM, LLC300$10.5K0.01%13F-HRTimeline
Mountain Hill Investment Partners Corp.300$10.5K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management277$9.72K<0.01%013F-HRTimelineGroup
EASTERN BANK250$8.77K<0.01%013F-HRTimeline
Bogart Wealth, LLC231$8.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc200$7.02K<0.01%013F-HRTimeline
Navigoe, LLC200$7K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates180$6.31K<0.01%013F-HRTimeline
Global Retirement Partners, LLC171$6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…154$5.4K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.125$4.38K<0.01%013F-HRTimeline
Tidemark, LLC125$4.38K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.100$3.51K<0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC100$3.51K<0.01%013F-HRTimeline
Monetary Solutions, Ltd100$3.51K<0.01%13F-HRTimeline
CoreCap Advisors, LLC50$1.75K<0.01%013F-HRTimeline
Blue Trust, Inc.18$631<0.01%-1013F-HRTimeline