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Disclosery

BTO HANCOCK JOHN FINL OPPTYS

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COM (fund), issuer CIK 925683

79 managers (79 13F filers) reported a position in BTO shares at 2026-03-31, 4,071,293 shares in all. 9 filers opened a position and 13 filers sold out during the quarter.

Managers
79
13F filers
79
New
9
Added
30
Reduced
20
Sold out
13
Shares held by filers
4,071,293

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY1,189,618$42.7M<0.01%+6513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN653,442$23.4M<0.01%-13,75013F-HR/ATimelineGroup
Z3 Capital Partners, LLC408,961$14.7M3.72%+5,37313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA267,804$9.61M<0.01%+8,44313F-HRTimelineGroup
Janney Montgomery Scott LLC193,135$6.93M0.02%-3,47413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC178,390$6.4M<0.01%+2,07713F-HRTimelineGroup
LPL Financial LLC127,880$4.59M<0.01%-1,90513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,120$3.66M<0.01%+15,38713F-HRTimelineGroup
FCA CORP /TX88,984$3.19M0.9%+2,06413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC67,816$2.43M0.11%-26413F-HRTimeline
Alessandra Capital Management, LLC61,520$2.21M1.88%+2,23813F-HRTimeline
Steward Partners Investment Advisory, L…54,340$1.95M0.01%+5,13113F-HRTimeline
Cambridge Investment Research Advisors,…48,212$1.73M<0.01%+4,02713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/45,151$1.62M<0.01%+1,31113F-HRTimelineGroup
UBS Group AGin group UBS Group AG44,541$1.6M<0.01%-3,12513F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC37,387$1.34M0.4%+1,11813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,009$1.22M<0.01%+9,46913F-HR/ATimelineGroup
Chancellor Financial Group WB LP31,197$1.12M0.8%+20913F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…30,325$1.09M0.08%+22,78713F-HRTimeline
Advisory Advocates, LLC29,050$1.04M1.06%+2,05013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …27,890$1M0.01%-50413F-HRTimelineGroup
HighTower Advisors, LLC25,197$904K<0.01%-97213F-HRTimeline
Private Advisor Group, LLC23,961$859K<0.01%+79613F-HRTimeline
World Investment Advisors23,855$856K0.01%-3,73513F-HRTimeline
Samalin Investment Counsel, LLC21,078$756K0.27%-4,88513F-HRTimeline
Tennessee Valley Asset Management Partn…20,707$743K0.1%+1313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,106$542K<0.01%+1,30413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,090$541K<0.01%+63913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC14,030$503K<0.01%-13,73513F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC13,603$488K0.01%-62,54513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,391$480K<0.01%013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP10,910$391K0.01%-2,93813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,805$388K<0.01%-5,65713F-HRTimelineGroup
Institute for Wealth Management, LLC.10,784$387K0.04%013F-HRTimeline
Triumph Capital Management10,302$370K0.08%-9,07013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,678$347K0.01%+1,91213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…9,549$343K<0.01%-4,55613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth9,470$340K<0.01%-53213F-HRTimelineGroup
Redwood Wealth Management Group, LLC9,229$331K0.14%+40013F-HRTimeline
D.A. DAVIDSON & CO.9,021$324K<0.01%+1513F-HRTimeline
Cetera Investment Advisers8,415$302K<0.01%+1,31513F-HRTimeline
Indivisible Partners8,112$291K0.03%new13F-HRTimeline
Abel Hall, LLC8,000$287K0.06%013F-HRTimeline
Creative Planningin group Creative Planning6,621$237K<0.01%+2213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,234$224K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,739$206K<0.01%new13F-HRTimelineGroup
Allworth Financial LP4,501$161K<0.01%+313F-HRTimeline
CENTAURUS FINANCIAL, INC.2,921$105K<0.01%+5313F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC2,915$105K0.01%13F-HRTimelineGroup
Farther Finance Advisors, LLC2,145$76.3K<0.01%+92013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,029$72.8K<0.01%+21213F-HRTimelineGroup
PRIVATE TRUST CO NA2,000$71.7K0.01%013F-HRTimeline
MAI Capital Management1,740$62.4K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,616$58K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,625$57.8K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,576$56.5K<0.01%-50013F-HR/ATimeline
Osbon Capital Management LLC1,160$41.6K0.03%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,000$35.9K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC785$28.2K<0.01%+27113F-HRTimelineGroup
EASTERN BANK750$26.9K<0.01%+50013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV600$21.5K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP502$18K<0.01%-42913F-HRTimeline
Plante Moran Financial Advisors, LLC400$14.3K<0.01%-18513F-HRTimeline
SFAM, LLC300$10.8K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management277$9.94K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC231$8.29K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC200$7.45K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc200$7.17K<0.01%013F-HRTimeline
Navigoe, LLC200$7K<0.01%013F-HRTimeline
Larson Financial Group LLC174$6.25K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC143$5.13K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.125$4.48K<0.01%013F-HRTimeline
Tidemark, LLC125$4.48K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…118$4.23K<0.01%-3613F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.100$3.94K<0.01%013F-HRTimeline
Monetary Solutions, Ltd100$3.59K<0.01%013F-HRTimeline
CoreCap Advisors, LLC50$1.79K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22$752<0.01%new13F-HR/ATimelineGroup
MATHER GROUP, LLC.4$143<0.01%new13F-HRTimeline