COMMONWEALTH EQUITY SERVICES, LLC
Position in BTO — John Hancock Financial Opportunities Fund
CIK 312272
WALTHAM, MA
Position in BTO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$573,324
+$31,472 QoQ
Shares Held
14,544
-3.7% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
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, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $769,673,966 across 310 Asset Management names. BTO ranks #192 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
505,508 | $59,483,126 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,384,395 | $41,767,197 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
6,132,731 | $30,602,327 | |
| 4 | BLK |
BlackRock, Inc.
|
30,050 | $28,894,878 | |
| 5 | TROW |
Price T Rowe Group Inc
|
251,926 | $28,641,466 | |
| 6 | FSK |
FS KKR Capital Corp
|
1,928,826 | $20,252,673 | |
| 7 | UTG |
Reaves Utility Income Fund
|
437,513 | $17,815,529 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
1,574,319 | $16,986,902 |
All Filings in BTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,324 | 14,544 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $541,852 | 15,106 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $484,174 | 13,802 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $509,620 | 14,164 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $637,630 | 18,002 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $625,918 | 18,350 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $659,765 | 18,486 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $598,902 | 18,061 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $555,074 | 19,817 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $554,595 | 18,749 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $441,273 | 14,670 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $411,546 | 15,672 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $386,449 | 14,409 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $473,217 | 15,495 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $636,454 | 19,107 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $496,123 | 15,720 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $874,671 | 23,557 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $947,956 | 23,581 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,075,716 | 23,089 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $887,392 | 20,870 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $746,708 | 19,891 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $786,713 | 20,466 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $616,013 | 20,297 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $488,025 | 22,773 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $556,193 | 24,235 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $447,349 | 24,392 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||