Cambridge Investment Research Advisors, Inc.
Position in BTO — John Hancock Financial Opportunities Fund
CIK 1419186
FAIRFIELD, IA
Position in BTO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,020,196
+$290,832 QoQ
Shares Held
51,248
+6.3% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 84 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in BTO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $736,420,292 across 296 Asset Management names. BTO ranks #74 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
3,116,362 | $94,020,641 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
4,679,291 | $60,877,575 | |
| 3 | BX |
Blackstone Inc.
|
298,216 | $35,091,076 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
1,697,326 | $32,028,541 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,334,973 | $22,294,049 | |
| 6 | BLK |
BlackRock, Inc.
|
21,557 | $20,728,348 | |
| 7 | ARCC |
Ares Capital Corp
|
1,081,390 | $20,038,156 | |
| 8 | FSK |
FS KKR Capital Corp
|
1,699,036 | $17,839,878 |
All Filings in BTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,020,196 | 51,248 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,729,364 | 48,212 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,550,009 | 44,185 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,447,727 | 40,237 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,346,597 | 38,018 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,278,408 | 37,479 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,359,182 | 38,083 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,289,890 | 38,899 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,013,317 | 36,177 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,005,956 | 34,008 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $925,140 | 30,756 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $812,615 | 30,945 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $767,186 | 28,605 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $792,329 | 25,944 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $673,894 | 20,231 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $500,194 | 15,849 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $661,173 | 17,807 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $663,983 | 16,517 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $474,612 | 10,187 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $422,988 | 9,948 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $399,838 | 10,651 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $445,904 | 11,600 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $352,181 | 11,604 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $250,773 | 11,702 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $262,456 | 11,436 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $218,686 | 11,924 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||