LPL Financial LLC
Position in BTO — John Hancock Financial Opportunities Fund
CIK 1403438
FORT MILL, SC
Position in BTO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,126,137
+$539,082 QoQ
Shares Held
130,039
+1.7% QoQ
Ownership
0.656%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 84 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. BTO ranks #142 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in BTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,126,137 | 130,039 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,587,055 | 127,880 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,552,857 | 129,785 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,055,082 | 140,497 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,201,275 | 203,311 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,173,060 | 210,292 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,630,238 | 185,773 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,693,029 | 111,370 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,489,584 | 88,882 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,452,891 | 82,924 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,370,875 | 78,819 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,902,090 | 72,433 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,742,870 | 64,984 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,591,928 | 52,126 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,647,445 | 49,458 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,555,623 | 49,291 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,743,736 | 46,963 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,421,100 | 85,102 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,979,376 | 42,485 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,779,419 | 41,849 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,691,139 | 45,049 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,742,254 | 45,324 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,427,664 | 47,040 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,083,286 | 50,550 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,094,967 | 47,711 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $781,082 | 42,589 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||