John Hancock Financial Opportunities Fund(BTO)

$39.91—

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John Hancock Financial Opportunities Fund(BTO)

NYSE

$39.91—

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BTO(BTO)

BTO

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Institutional Ownership

Top 124 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.26M	Jun 30, 26	+68.97K	6.35%
WELLS FARGO & COMPANY/MN	646.73K	Jun 30, 26	-6.71K	3.26%
Z3 Capital Partners, LLC	411.39K	Jun 30, 26	+2.43K	2.08%
ROYAL BANK OF CANADA	270.29K	Jun 30, 26	+2.48K	1.36%
Janney Montgomery Scott LLC	177.45K	Jun 30, 26	-15.68K	0.90%
RAYMOND JAMES FINANCIAL INC	172.70K	Jun 30, 26	-5.69K	0.87%
LPL Financial LLC	130.04K	Jun 30, 26	+2.16K	0.66%
STIFEL FINANCIAL CORP	99.30K	Jun 30, 26	-2.82K	0.50%
FCA CORP /TX	95.44K	Jun 30, 26	+6.46K	0.48%
NORTH STAR ASSET MANAGEMENT INC	67.64K	Jun 30, 26	-175	0.34%
Alessandra Capital Management, LLC	61.31K	Jun 30, 26	-205	0.31%
Steward Partners Investment Advisory, LLC	56.96K	Jun 30, 26	+2.62K	0.29%
1607 Capital Partners, LLC	56.19K	Jun 30, 26	+56.19K	0.28%
Cambridge Investment Research Advisors, Inc.	51.25K	Jun 30, 26	+3.04K	0.26%
BANK OF AMERICA CORP /DE/	46.68K	Jun 30, 26	+1.53K	0.24%
UBS Group AG	43.82K	Jun 30, 26	-717	0.22%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	41.09K	Jun 30, 26	+10.77K	0.21%
Gilliland Jeter Wealth Management LLC	37.49K	Jun 30, 26	+107	0.19%
AMERIPRISE FINANCIAL INC	35.32K	Jun 30, 26	+1.31K	0.18%
Chancellor Financial Group WB LP	31.37K	Jun 30, 26	+169	0.16%
Advisory Advocates, LLC	30.80K	Jun 30, 26	+1.75K	0.16%
OPPENHEIMER & CO INC	28.08K	Jun 30, 26	+192	0.14%
Private Advisor Group, LLC	26.71K	Jun 30, 26	+2.75K	0.13%
HighTower Advisors, LLC	25.39K	Jun 30, 26	+193	0.13%
Pensionmark Financial Group, LLC	23.79K	Jun 30, 26	-70	0.12%
Shaker Financial Services, LLC	22.75K	Jun 30, 26	+22.75K	0.11%
Tennessee Valley Asset Management Partners	20.72K	Jun 30, 26	+12	0.10%
ADVISOR GROUP HOLDINGS, INC.	19.45K	Jun 30, 26	+8.65K	0.10%
Kestra Advisory Services, LLC	15.55K	Jun 30, 26	+464	0.08%
ENVESTNET ASSET MANAGEMENT INC	15.41K	Jun 30, 26	+9.18K	0.08%
Samalin Investment Counsel, LLC	14.97K	Jun 30, 26	-6.11K	0.08%
COMMONWEALTH EQUITY SERVICES, LLC	14.54K	Jun 30, 26	-562	0.07%
Mariner, LLC	14.22K	Jun 30, 26	+188	0.07%
BENJAMIN EDWARDS INC	13.72K	Jun 30, 26	+332	0.07%
J.W. COLE ADVISORS, INC.	11.77K	Jun 30, 26	+11.77K	0.06%
Institute for Wealth Management, LLC.	10.78K	Jun 30, 26	--	0.05%
PEAPACK GLADSTONE FINANCIAL CORP	10.52K	Jun 30, 26	-395	0.05%
Triumph Capital Management	10.25K	Jun 30, 26	-52	0.05%
Colony Group, LLC	9.94K	Jun 30, 26	+471	0.05%
Karpus Management, Inc.	9.70K	Jun 30, 26	+9.70K	0.05%
Almanack Investment Partners, LLC.	9.58K	Jun 30, 26	+9.58K	0.05%
D.A. DAVIDSON & CO.	9.04K	Jun 30, 26	+14	0.05%
CITADEL ADVISORS LLC	8.50K	Jun 30, 26	+8.50K	0.04%
Cetera Investment Advisers	8.43K	Jun 30, 26	+14	0.04%
STEPHENS INC /AR/	8.15K	Jun 30, 26	-1.40K	0.04%
Abel Hall, LLC	8.00K	Jun 30, 26	--	0.04%
XTX Topco Ltd	7.90K	Jun 30, 26	-1.78K	0.04%
Indivisible Partners	7.18K	Jun 30, 26	-932	0.04%
Creative Planning	6.64K	Jun 30, 26	+20	0.03%
FIFTH THIRD BANCORP	5.20K	Jun 30, 26	-535	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	5.16K	Jun 30, 26	+5.16K	0.03%
Allworth Financial LP	4.50K	Jun 30, 26	+2	0.02%
CENTAURUS FINANCIAL, INC.	2.97K	Jun 30, 26	+48	0.01%
Vanguard National Trust Co	2.92K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	2.15K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	2.00K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	1.89K	Jun 30, 26	+1.89K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.63K	Jun 30, 26	--	0.01%
THOMPSON INVESTMENT MANAGEMENT, INC.	1.62K	Jun 30, 26	--	0.01%
NewEdge Advisors, LLC	1.58K	Jun 30, 26	--	0.01%
FIDUCIARY FINANCIAL ADVISORS	1.16K	Jun 30, 26	+1.16K	0.01%
Atlantic Union Bankshares Corp	1.00K	Jun 30, 26	--	0.01%
JPMORGAN CHASE & CO	830	Jun 30, 26	+808	0.00%
EASTERN BANK	750	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	600	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	571	Jun 30, 26	+571	0.00%
TOTH FINANCIAL ADVISORY CORP	505	Jun 30, 26	+3	0.00%
Plante Moran Financial Advisors, LLC	400	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	357	Jun 30, 26	-1.67K	0.00%
SFAM, LLC	300	Jun 30, 26	--	0.00%
Spire Wealth Management	277	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	231	Jun 30, 26	--	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	200	Jun 30, 26	--	0.00%
Navigoe, LLC	200	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	200	Jun 30, 26	--	0.00%
Larson Financial Group LLC	174	Jun 30, 26	--	0.00%
MB, LEVIS & ASSOCIATES, LLC	158	Jun 30, 26	+158	0.00%
HARBOUR INVESTMENTS, INC.	125	Jun 30, 26	--	0.00%
Tidemark, LLC	125	Jun 30, 26	--	0.00%
Monetary Solutions, Ltd	100	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	80	Jun 30, 26	-38	0.00%
Global Retirement Partners, LLC	52	Jun 30, 26	+52	0.00%
CoreCap Advisors, LLC	50	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	4	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
WOLVERINE ASSET MANAGEMENT LLC	--	Jun 30, 26	-13.60K	--
MAI Capital Management	--	Jun 30, 26	-1.74K	--
Osbon Capital Management LLC	--	Jun 30, 26	-1.16K	--
Beaird Harris Wealth Management, LLC	--	Jun 30, 26	-143	--
Redwood Wealth Management Group, LLC	9.23K	Mar 31, 26	+400	0.05%
CWM, LLC	785	Mar 31, 26	+271	0.00%
McIlrath & Eck, LLC	--	Mar 31, 26	-425	--
COMERICA BANK	5.23K	Dec 31, 25	+200	0.03%
CIBC Private Wealth Group, LLC	300	Dec 31, 25	--	0.00%
L.M. KOHN & COMPANY	--	Sep 30, 25	-12.86K	--
WINTRUST INVESTMENTS LLC	--	Dec 31, 24	-699	--
Raymond James Financial Services Advisors, Inc.	401.06K	Sep 30, 24	+17.55K	2.02%
RAYMOND JAMES & ASSOCIATES	116.33K	Sep 30, 24	-1.45K	0.59%
All Season Financial Advisors, Inc.	12.33K	Sep 30, 24	-1.22K	0.06%
FinTrust Capital Advisors, LLC	213	Sep 30, 24	+213	0.00%
Highlander Capital Management, LLC	1.71K	Mar 31, 24	--	0.01%
DFPG INVESTMENTS, LLC	--	Dec 31, 23	-9.67K	--
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	7.94K	Sep 30, 23	-431	0.04%
TimeScale Financial, Inc.	572	Jun 30, 23	+11	0.00%
Sargent Bickham Lagudis LLC	200	Dec 31, 22	--	0.00%
American Portfolios Advisors	1.06K	Sep 30, 22	+13	0.01%
FourThought Financial, LLC	255	Sep 30, 22	--	0.00%
NEXT Financial Group, Inc	15.53K	Dec 31, 21	+2.36K	0.08%
Carroll Financial Associates, Inc.	865	Dec 31, 21	+455	0.00%
BBVA USA	495	Sep 30, 21	-271	0.00%
Point View Wealth Management, Inc.	23.56K	Dec 31, 20	-585	0.12%
Winslow, Evans & Crocker, Inc.	11.42K	Dec 31, 20	+5.62K	0.06%
LADENBURG THALMANN FINANCIAL SERVICES INC.	9.66K	Dec 31, 19	-1.17K	0.05%
Advisor Group, Inc.	2.41K	Dec 31, 19	+262	0.01%
BB&T SECURITIES, LLC	18.10K	Sep 30, 19	+88	0.09%
Commonwealth Equity Services, Inc	17.52K	Jun 30, 17	+1.68K	0.09%
TFS CAPITAL LLC	--	Jun 30, 17	-8.80K	--
Lebenthal Asset Management, LLC	36.49K	Mar 31, 17	-30.17K	0.18%
MSI Financial Services Inc	514	Dec 31, 16	--	0.00%
Lebenthal Holdings,LLC	90.49K	Jun 30, 16	+90.49K	0.46%
UBS AG	52.76K	Sep 30, 14	+5.06K	0.27%
STIFEL NICOLAUS & CO INC \MO\	44.88K	Sep 30, 13	+1.05K	0.23%
First Allied Securities, Inc.	7.92K	Jun 30, 12	-400	0.04%
RBC TRUSTEES (Jersey) LTD	750	Sep 30, 09	--	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

1.26M

Jun 30, 26

+68.97K

6.35%

WELLS FARGO & COMPANY/MN

646.73K

Jun 30, 26

-6.71K

3.26%

Z3 Capital Partners, LLC

411.39K

Jun 30, 26

+2.43K

2.08%

ROYAL BANK OF CANADA

270.29K

Jun 30, 26

+2.48K

1.36%

Janney Montgomery Scott LLC

177.45K

Jun 30, 26

-15.68K

0.90%

RAYMOND JAMES FINANCIAL INC

172.70K

Jun 30, 26

-5.69K

0.87%

LPL Financial LLC

130.04K

Jun 30, 26

+2.16K

0.66%

STIFEL FINANCIAL CORP

99.30K

Jun 30, 26

-2.82K

0.50%

FCA CORP /TX

95.44K

Jun 30, 26

+6.46K

0.48%

NORTH STAR ASSET MANAGEMENT INC

67.64K

Jun 30, 26

-175

0.34%

Alessandra Capital Management, LLC

61.31K

Jun 30, 26

-205

0.31%

Steward Partners Investment Advisory, LLC

56.96K

Jun 30, 26

+2.62K

0.29%

1607 Capital Partners, LLC

56.19K

Jun 30, 26

+56.19K

0.28%

Cambridge Investment Research Advisors, Inc.

51.25K

Jun 30, 26

+3.04K

0.26%

BANK OF AMERICA CORP /DE/

46.68K

Jun 30, 26

+1.53K

0.24%

UBS Group AG

43.82K

Jun 30, 26

-717

0.22%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

41.09K

Jun 30, 26

+10.77K

0.21%

Gilliland Jeter Wealth Management LLC

37.49K

Jun 30, 26

+107

0.19%

AMERIPRISE FINANCIAL INC

35.32K

Jun 30, 26

+1.31K

0.18%

Chancellor Financial Group WB LP

31.37K

Jun 30, 26

+169

0.16%

Advisory Advocates, LLC

30.80K

Jun 30, 26

+1.75K

0.16%

OPPENHEIMER & CO INC

28.08K

Jun 30, 26

+192

0.14%

Private Advisor Group, LLC

26.71K

Jun 30, 26

+2.75K

0.13%

HighTower Advisors, LLC

25.39K

Jun 30, 26

+193

0.13%

Pensionmark Financial Group, LLC

23.79K

Jun 30, 26

-70

0.12%

Shaker Financial Services, LLC

22.75K

Jun 30, 26

+22.75K

0.11%

Tennessee Valley Asset Management Partners

20.72K

Jun 30, 26

+12

0.10%

ADVISOR GROUP HOLDINGS, INC.

19.45K

Jun 30, 26

+8.65K

0.10%

Kestra Advisory Services, LLC

15.55K

Jun 30, 26

+464

0.08%

ENVESTNET ASSET MANAGEMENT INC

15.41K

Jun 30, 26

+9.18K

0.08%

Samalin Investment Counsel, LLC

14.97K

Jun 30, 26

-6.11K

0.08%

COMMONWEALTH EQUITY SERVICES, LLC

14.54K

Jun 30, 26

-562

0.07%

Mariner, LLC

14.22K

Jun 30, 26

+188

0.07%

BENJAMIN EDWARDS INC

13.72K

Jun 30, 26

+332

0.07%

J.W. COLE ADVISORS, INC.

11.77K

Jun 30, 26

+11.77K

0.06%

Institute for Wealth Management, LLC.

10.78K

Jun 30, 26

0.05%

PEAPACK GLADSTONE FINANCIAL CORP

10.52K

Jun 30, 26

-395

0.05%

Triumph Capital Management

10.25K

Jun 30, 26

-52

0.05%

Colony Group, LLC

9.94K

Jun 30, 26

+471

0.05%

Karpus Management, Inc.

9.70K

Jun 30, 26

+9.70K

0.05%

Almanack Investment Partners, LLC.

9.58K

Jun 30, 26

+9.58K

0.05%

D.A. DAVIDSON & CO.

9.04K

Jun 30, 26

+14

0.05%

CITADEL ADVISORS LLC

8.50K

Jun 30, 26

+8.50K

0.04%

Cetera Investment Advisers

8.43K

Jun 30, 26

+14

0.04%

STEPHENS INC /AR/

8.15K

Jun 30, 26

-1.40K

0.04%

Abel Hall, LLC

8.00K

Jun 30, 26

0.04%

XTX Topco Ltd

7.90K

Jun 30, 26

-1.78K

0.04%

Indivisible Partners

7.18K

Jun 30, 26

-932

0.04%

Creative Planning

6.64K

Jun 30, 26

+20

0.03%

FIFTH THIRD BANCORP

5.20K

Jun 30, 26

-535

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

5.16K

Jun 30, 26

+5.16K

0.03%

Allworth Financial LP

4.50K

Jun 30, 26

0.02%

CENTAURUS FINANCIAL, INC.

2.97K

Jun 30, 26

+48

0.01%

Vanguard National Trust Co

2.92K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

2.15K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

2.00K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

1.89K

Jun 30, 26

+1.89K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.63K

Jun 30, 26

0.01%

THOMPSON INVESTMENT MANAGEMENT, INC.

1.62K

Jun 30, 26

0.01%

NewEdge Advisors, LLC

1.58K

Jun 30, 26

0.01%

FIDUCIARY FINANCIAL ADVISORS

1.16K

Jun 30, 26

+1.16K

0.01%

Atlantic Union Bankshares Corp

1.00K

Jun 30, 26

0.01%

JPMORGAN CHASE & CO

830

Jun 30, 26

+808

0.00%

EASTERN BANK

750

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

600

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

571

Jun 30, 26

+571

0.00%

TOTH FINANCIAL ADVISORY CORP

505

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

400

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

357

Jun 30, 26

-1.67K

0.00%

SFAM, LLC

300

Jun 30, 26

0.00%

Spire Wealth Management

277

Jun 30, 26

0.00%

Bogart Wealth, LLC

231

Jun 30, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

200

Jun 30, 26

0.00%

Navigoe, LLC

200

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

200

Jun 30, 26

0.00%

Larson Financial Group LLC

174

Jun 30, 26

0.00%

MB, LEVIS & ASSOCIATES, LLC

158

Jun 30, 26

+158

0.00%

HARBOUR INVESTMENTS, INC.

125

Jun 30, 26

0.00%

Tidemark, LLC

125

Jun 30, 26

0.00%

Monetary Solutions, Ltd

100

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Jun 30, 26

-38

0.00%

Global Retirement Partners, LLC

Jun 30, 26

+52

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

MATHER GROUP, LLC.

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

WOLVERINE ASSET MANAGEMENT LLC

Jun 30, 26

-13.60K

MAI Capital Management

Jun 30, 26

-1.74K

Osbon Capital Management LLC

Jun 30, 26

-1.16K

Beaird Harris Wealth Management, LLC

Jun 30, 26

-143

Redwood Wealth Management Group, LLC

9.23K

Mar 31, 26

+400

0.05%

CWM, LLC

785

Mar 31, 26

+271

0.00%

McIlrath & Eck, LLC

Mar 31, 26

-425

COMERICA BANK

5.23K

Dec 31, 25

+200

0.03%

CIBC Private Wealth Group, LLC

300

Dec 31, 25

0.00%

L.M. KOHN & COMPANY

Sep 30, 25

-12.86K

WINTRUST INVESTMENTS LLC

Dec 31, 24

-699

Raymond James Financial Services Advisors, Inc.

401.06K

Sep 30, 24

+17.55K

2.02%

RAYMOND JAMES & ASSOCIATES

116.33K

Sep 30, 24

-1.45K

0.59%

All Season Financial Advisors, Inc.

12.33K

Sep 30, 24

-1.22K

0.06%

FinTrust Capital Advisors, LLC

213

Sep 30, 24

+213

0.00%

Highlander Capital Management, LLC

1.71K

Mar 31, 24

0.01%

DFPG INVESTMENTS, LLC

Dec 31, 23

-9.67K

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

7.94K

Sep 30, 23

-431

0.04%

TimeScale Financial, Inc.

572

Jun 30, 23

+11

0.00%

Sargent Bickham Lagudis LLC

200

Dec 31, 22

0.00%

American Portfolios Advisors

1.06K

Sep 30, 22

+13

0.01%

FourThought Financial, LLC

255

Sep 30, 22

0.00%

NEXT Financial Group, Inc

15.53K

Dec 31, 21

+2.36K

0.08%

Carroll Financial Associates, Inc.

865

Dec 31, 21

+455

0.00%

BBVA USA

495

Sep 30, 21

-271

0.00%

Point View Wealth Management, Inc.

23.56K

Dec 31, 20

-585

0.12%

Winslow, Evans & Crocker, Inc.

11.42K

Dec 31, 20

+5.62K

0.06%

LADENBURG THALMANN FINANCIAL SERVICES INC.

9.66K

Dec 31, 19

-1.17K

0.05%

Advisor Group, Inc.

2.41K

Dec 31, 19

+262

0.01%

BB&T SECURITIES, LLC

18.10K

Sep 30, 19

+88

0.09%

Commonwealth Equity Services, Inc

17.52K

Jun 30, 17

+1.68K

0.09%

TFS CAPITAL LLC

Jun 30, 17

-8.80K

Lebenthal Asset Management, LLC

36.49K

Mar 31, 17

-30.17K

0.18%

MSI Financial Services Inc

514

Dec 31, 16

0.00%

Lebenthal Holdings,LLC

90.49K

Jun 30, 16

+90.49K

0.46%

UBS AG

52.76K

Sep 30, 14

+5.06K

0.27%

STIFEL NICOLAUS & CO INC \MO\

44.88K

Sep 30, 13

+1.05K

0.23%

First Allied Securities, Inc.

7.92K

Jun 30, 12

-400

0.04%

RBC TRUSTEES (Jersey) LTD

750

Sep 30, 09

0.00%