Janney Montgomery Scott LLC
Position in BTO — John Hancock Financial Opportunities Fund
CIK 1329948
PHILADELPHIA, PA
Position in BTO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,995,118
+$67,366 QoQ
Shares Held
177,451
-8.1% QoQ
Ownership
0.895%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#5
of 84 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $793,422,871 across 245 Asset Management names. BTO ranks #25 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
840,150 | $98,860,450 | |
| 2 | BLK |
BlackRock, Inc.
|
102,643 | $98,697,403 | |
| 3 | APO |
Apollo Global Management, Inc.
|
264,002 | $31,234,076 | |
| 4 | KKR |
KKR & Co. Inc.
|
261,123 | $23,965,868 | |
| 5 | ARCC |
Ares Capital Corp
|
1,094,339 | $20,278,101 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
1,852,474 | $20,136,392 | |
| 7 | TROW |
Price T Rowe Group Inc
|
167,714 | $19,067,404 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
1,803,728 | $17,694,571 |
All Filings in BTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,995,118 | 177,451 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,927,752 | 193,135 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,897,043 | 196,609 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,147,175 | 198,643 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,335,977 | 207,114 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,386,759 | 216,557 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,179,186 | 201,154 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,856,990 | 206,785 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,783,056 | 206,464 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,229,962 | 210,614 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,280,583 | 208,796 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,597,266 | 213,148 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,739,480 | 214,000 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,382,037 | 241,717 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $7,365,473 | 221,119 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,015,482 | 253,976 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,504,834 | 255,988 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $10,321,309 | 256,749 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,971,393 | 256,952 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $10,668,863 | 250,914 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $8,588,626 | 228,786 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $8,220,355 | 213,849 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $6,309,370 | 207,887 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,549,567 | 212,299 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,933,171 | 214,953 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,869,189 | 210,970 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||