HANCOCK JOHN FINL OPPTYS (BTO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
80
Reporting holders
$158.0M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $49.6M | 1,258,587 | 0.00% | 35q | +5.8%+$2.7M |
| WELLS FARGO & COMPANY/MN | $25.5M | 646,729 | 0.00% | 31q | -50.5%-$26.0M |
| Z3 Capital Partners, LLC | $16.2M | 411,393 | 3.40% | 3q | +0.6%+$95.9K |
| ROYAL BANK OF CANADA | $10.7M | 270,289 | 0.00% | 31q | +0.9%+$98.0K |
| RAYMOND JAMES FINANCIAL INC | $6.8M | 172,704 | 0.00% | 7q | -3.2%-$224.1K |
| LPL Financial LLC | $5.1M | 130,039 | 0.00% | 31q | +1.7%+$85.1K |
| STIFEL FINANCIAL CORP | $3.9M | 99,302 | 0.00% | 31q | -2.8%-$111.1K |
| FCA CORP /TX | $3.8M | 95,444 | 0.93% | 31q | +7.3%+$254.7K |
| NORTH STAR ASSET MANAGEMENT INC | $2.7M | 67,641 | 0.10% | 31q | HELD |
| Alessandra Capital Management, LLC | $2.4M | 61,315 | 1.71% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $2.2M | 56,961 | 0.01% | 29q | +4.8%+$103.3K |
| 1607 Capital Partners, LLC | $2.2M | 56,187 | 0.19% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $1.8M | 46,684 | 0.00% | 31q | +3.4%+$60.4K |
| UBS Group AG | $1.7M | 43,824 | 0.00% | 31q | -1.6%-$28.3K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1.6M | 41,092 | 0.10% | 3q | +35.5%+$424.4K |
| Gilliland Jeter Wealth Management LLC | $1.5M | 37,494 | 0.39% | 11q | HELD |
| AMERIPRISE FINANCIAL INC | $1.4M | 35,323 | 0.00% | 30q | -48.1%-$1.3M |
| Chancellor Financial Group WB LP | $1.2M | 31,366 | 0.77% | 7q | +0.5%+$6.7K |
| Advisory Advocates, LLC | $1.2M | 30,800 | 1.04% | 3q | +6.0%+$69.0K |
| OPPENHEIMER & CO INC | $1.1M | 28,082 | 0.01% | 22q | +0.7%+$7.6K |
| Private Advisor Group, LLC | $1.1M | 26,708 | 0.00% | 13q | +11.5%+$108.3K |
| HighTower Advisors, LLC | $1.0M | 25,390 | 0.00% | 8q | +0.8%+$7.6K |
| Shaker Financial Services, LLC | $897.0K | 22,755 | 0.28% | new | NEW |
| World Investment Advisors | $854.0K | 23,785 | 0.01% | 9q | HELD |
| Tennessee Valley Asset Management Partners | $816.7K | 20,719 | 0.09% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $767.1K | 19,452 | 0.00% | 26q | +80.0%+$341.0K |
| Kestra Advisory Services, LLC | $613.1K | 15,554 | 0.00% | 7q | +3.1%+$18.3K |
| ENVESTNET ASSET MANAGEMENT INC | $607.5K | 15,410 | 0.00% | 2q | +147.2%+$361.7K |
| Samalin Investment Counsel, LLC | $590.1K | 14,970 | 0.18% | 13q | -29.0%-$240.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $573.3K | 14,544 | 0.00% | 31q | -3.7%-$22.2K |
| Mariner, LLC | $560.5K | 14,218 | 0.00% | 18q | +1.3%+$7.4K |
| BENJAMIN EDWARDS INC | $540.9K | 13,723 | 0.00% | 4q | +2.5%+$13.1K |
| J.W. COLE ADVISORS, INC. | $464.1K | 11,774 | 0.01% | new | NEW |
| Institute for Wealth Management, LLC. | $425.1K | 10,784 | 0.04% | 30q | HELD |
| Triumph Capital Management | $404.1K | 10,250 | 0.07% | 8q | -0.5%-$2.0K |
| Focus Partners Wealth | $391.9K | 9,941 | 0.00% | 7q | +5.0%+$18.6K |
| Karpus Management, Inc. | $382.3K | 9,698 | 0.01% | new | NEW |
| Almanack Investment Partners, LLC. | $377.6K | 9,579 | 0.05% | new | NEW |
| D.A. DAVIDSON & CO. | $356.2K | 9,035 | 0.00% | 25q | HELD |
| CITADEL ADVISORS LLC | $335.2K | 8,503 | 0.00% | new | NEW |
| Cetera Investment Advisers | $332.3K | 8,429 | 0.00% | 4q | HELD |
| STEPHENS INC /AR/ | $321.2K | 8,149 | 0.00% | 24q | -14.7%-$55.2K |
| Abel Hall, LLC | $315.4K | 8,000 | 0.05% | 11q | HELD |
| XTX Topco Ltd | $311.3K | 7,898 | 0.00% | 3q | -18.4%-$70.2K |
| Indivisible Partners | $283.0K | 7,180 | 0.02% | 2q | -11.5%-$36.7K |
| Creative Planning | $261.8K | 6,641 | 0.00% | 4q | HELD |
| FIFTH THIRD BANCORP | $205.1K | 5,204 | 0.00% | 2q | -9.3%-$21.1K |
| &PARTNERS | $203.4K | 5,161 | 0.00% | new | NEW |
| Allworth Financial LP | $177.5K | 4,503 | 0.00% | 26q | HELD |
| Vanguard National Trust Co | $114.9K | 2,915 | 0.01% | 2q | HELD |
| Farther Finance Advisors, LLC | $84.6K | 2,145 | 0.00% | 3q | HELD |
| PRIVATE TRUST CO NA | $78.8K | 2,000 | 0.01% | 17q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $74.4K | 1,888 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $64.7K | 1,625 | 0.00% | 3q | HELD |
| THOMPSON INVESTMENT MANAGEMENT, INC. | $63.7K | 1,616 | 0.01% | 14q | HELD |
| NewEdge Advisors, LLC | $62.1K | 1,576 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $45.7K | 1,160 | 0.00% | new | NEW |
| Atlantic Union Bankshares Corp | $39.4K | 1,000 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $32.5K | 830 | 0.00% | 2q | +3672.7%+$31.7K |
| EASTERN BANK | $29.6K | 750 | 0.00% | 8q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $23.7K | 600 | 0.00% | 11q | HELD |
| Integrated Wealth Concepts LLC | $22.5K | 571 | 0.00% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $19.9K | 505 | 0.00% | 14q | +0.6% |
| Plante Moran Financial Advisors, LLC | $15.8K | 400 | 0.00% | 3q | HELD |
| PNC Financial Services Group, Inc. | $14.1K | 357 | 0.00% | 31q | -82.4%-$65.9K |
| SFAM, LLC | $11.8K | 300 | 0.01% | 3q | HELD |
| Spire Wealth Management | $10.9K | 277 | 0.00% | 14q | HELD |
| Bogart Wealth, LLC | $9.1K | 231 | 0.00% | 31q | HELD |
| AdvisorNet Financial, Inc | $7.9K | 200 | 0.00% | 12q | HELD |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $7.9K | 200 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $7.0K | 177,451 | 0.01% | 31q | -8.1% |
| Larson Financial Group LLC | $6.9K | 174 | 0.00% | 2q | HELD |
| MB, LEVIS & ASSOCIATES, LLC | $6.2K | 158 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $4.9K | 125 | 0.00% | 17q | HELD |
| Tidemark, LLC | $4.9K | 125 | 0.00% | 7q | HELD |
| Monetary Solutions, Ltd | $3.9K | 100 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.2K | 80 | 0.00% | 25q | -32.2%-$1.5K |
| Global Retirement Partners, LLC | $2.1K | 52 | 0.00% | 16q | -69.6%-$4.7K |
| Cambridge Investment Research Advisors, Inc. | $2.0K | 51,248 | 0.00% | 31q | +6.3% |
| CoreCap Advisors, LLC | $2.0K | 50 | 0.00% | 8q | HELD |
| PEAPACK GLADSTONE FINANCIAL CORP | $415 | 10,515 | 0.00% | 22q | -3.6% |
| MATHER GROUP, LLC. | $158 | 4 | 0.00% | 2q | HELD |
| CENTAURUS FINANCIAL, INC. | $117 | 2,969 | 0.00% | 4q | +1.6% |
| HUNTINGTON NATIONAL BANK | $39 | 1 | 0.00% | 15q | HELD |
| Navigoe, LLC | $7 | 200 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 80 | $158.0M | 4,011,228 | 12 | 21 | 15 | 0.0% |
| Q1 2026 | 73 | $161.5M | 4,501,691 | 9 | 24 | 15 | 0.0% |
| Q4 2025 | 79 | $139.5M | 3,976,724 | 12 | 15 | 15 | 0.0% |
| Q3 2025 | 69 | $120.7M | 3,355,070 | 13 | 11 | 19 | 0.0% |
| Q2 2025 | 60 | $142.4M | 4,018,883 | 4 | 24 | 14 | 0.0% |
| Q1 2025 | 60 | $130.7M | 3,832,124 | 3 | 20 | 16 | 0.0% |
| Q4 2024 | 66 | $141.4M | 3,961,303 | 6 | 19 | 16 | 0.0% |
| Q3 2024 | 68 | $128.8M | 3,888,733 | 9 | 22 | 16 | 0.0% |
| Q2 2024 | 62 | $102.0M | 3,641,275 | 8 | 21 | 10 | 0.0% |
| Q1 2024 | 61 | $184.5M | 6,240,546 | 3 | 17 | 18 | 0.0% |
| Q4 2023 | 67 | $151.4M | 5,046,777 | 10 | 19 | 14 | 0.0% |
| Q3 2023 | 55 | $88.7M | 3,377,183 | 4 | 19 | 15 | 0.0% |
| Q2 2023 | 57 | $88.8M | 3,309,690 | 8 | 18 | 17 | 0.0% |
| Q1 2023 | 56 | $111.4M | 3,648,771 | 12 | 20 | 12 | 0.0% |
| Q4 2022 | 48 | $118.8M | 3,564,084 | 7 | 15 | 11 | 0.0% |
| Q3 2022 | 62 | $125.4M | 3,971,843 | 3 | 20 | 17 | 0.0% |
| Q2 2022 | 65 | $143.8M | 3,888,125 | 5 | 21 | 18 | 0.0% |
| Q1 2022 | 68 | $157.6M | 3,919,589 | 8 | 20 | 19 | 0.0% |
| Q4 2021 | 69 | $172.9M | 3,711,589 | 8 | 26 | 13 | 0.0% |
| Q3 2021 | 65 | $155.4M | 3,652,916 | 8 | 25 | 16 | 0.0% |
| Q2 2021 | 67 | $133.7M | 3,562,656 | 7 | 22 | 23 | 0.0% |
| Q1 2021 | 68 | $137.6M | 3,580,559 | 20 | 16 | 15 | 0.0% |
| Q4 2020 | 54 | $105.5M | 3,476,134 | 8 | 7 | 26 | 0.0% |
| Q3 2020 | 53 | $75.0M | 3,496,349 | 7 | 12 | 22 | 0.0% |
| Q2 2020 | 50 | $85.3M | 3,722,404 | 8 | 13 | 16 | 0.0% |
| Q1 2020 | 57 | $60.1M | 3,272,851 | 9 | 14 | 22 | 0.0% |
| Q4 2019 | 70 | $147.8M | 4,071,033 | 14 | 22 | 8 | 0.0% |
| Q3 2019 | 65 | $130.8M | 4,065,167 | 6 | 17 | 18 | 0.0% |
| Q2 2019 | 70 | $130.3M | 4,046,701 | 12 | 16 | 16 | 0.0% |
| Q1 2019 | 66 | $128.6M | 4,029,865 | 12 | 17 | 15 | 0.0% |
| Q4 2018 | 60 | $112.5M | 4,027,312 | 1 | 0 | 1 | 0.0% |