Titelia

Fund shareholders of Brighthouse Financial Inc

ISIN US10922N1037 · United States · LEI 5493003T8SZSHOGGAW52

Fund shareholders
264
Of which ETFs
75 189 other funds
Value held
≈ 1.2B $ 1.2B $ · 181K € · 6.7M SEK
Share of capital
32.6 % of 57.5M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
Avantis U.S. Small Cap Value ETF American Century ETF Trust 2,143,650134.1M $0.50 %3.73 %as of May 31, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 1,955,146123.8M $0.10 %3.40 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,822,663115.4M $0.01 %3.17 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,316,09983.3M $0.04 %2.29 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 834,55852.8M $0.08 %1.45 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 777,64748.1M $0.25 %1.35 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 654,50041.4M $0.04 %1.14 %as of Jun 30, 2026 ↗
Franklin Mutual Quest Fund Franklin Mutual Series Funds 575,46936.4M $1.34 %1.00 %as of Jun 30, 2026 ↗
Nexpoint Merger Arbitrage Fund NexPoint Funds I 554,86135.1M $2.36 %0.96 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 478,91929.6M $0.18 %0.83 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 416,17625.8M $0.18 %0.72 %as of Jul 31, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 391,77124.3M $0.13 %0.68 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 327,48720.3M $0.25 %0.57 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 294,34918.4M $0.04 %0.51 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 289,44418.3M $0.10 %0.50 %as of Jun 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 286,57718.1M $0.21 %0.50 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 275,28217.2M $0.08 %0.48 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 259,79516.1M $0.08 %0.45 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 237,12115M $0.03 %0.41 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 221,79913.7M $0.09 %0.39 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 215,13113.3M $0.03 %0.37 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 184,55311.4M $0.15 %0.32 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 148,2289.3M $0.10 %0.26 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 129,8218.2M $1.80 %0.23 %as of Jun 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 127,0428M $0.01 %0.22 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 124,4277.8M $0.45 %0.22 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 122,9477.6M $0.02 %0.21 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 121,7887.5M $0.02 %0.21 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 108,5486.8M $0.24 %0.19 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 107,4326.7M $0.00 %0.19 %as of May 31, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 98,9006.1M $1.82 %0.17 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 92,5485.8M $0.04 %0.16 %as of May 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 91,3355.7M $0.10 %0.16 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 87,3535.5M $0.21 %0.15 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 87,3225.5M $0.04 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 87,3155.5M $0.00 %0.15 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 77,1514.9M $0.01 %0.13 %as of Jun 30, 2026 ↗
NYLIM Merger Arbitrage ETF NYLIM ETF Trust 59,8253.7M $1.47 %0.10 %as of Jul 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 57,7003.7M $0.10 %0.10 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 53,2563.3M $0.03 %0.09 %as of May 31, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 52,9543.3M $0.27 %0.09 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 48,5783M $0.13 %0.08 %as of Jul 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 48,4383M $0.21 %0.08 %as of May 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 47,6513M $0.01 %0.08 %as of Jun 30, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 46,3592.9M $0.10 %0.08 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 46,0762.9M $0.03 %0.08 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 44,6292.8M $0.00 %0.08 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 44,4942.8M $0.02 %0.08 %as of Jul 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 43,7752.7M $0.13 %0.08 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 42,9472.7M $0.01 %0.07 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 42,8362.7M $0.05 %0.07 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 42,4442.6M $0.01 %0.07 %as of Jul 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 42,1502.6M $0.10 %0.07 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 41,7082.6M $0.00 %0.07 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 41,1082.6M $0.01 %0.07 %as of Jun 30, 2026 ↗
Mast Multialternative Strategy Fund Investment Managers Series Trust III 40,8462.5M $1.27 %0.07 %as of Jul 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 40,8442.6M $0.10 %0.07 %as of May 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 40,1502.5M $0.06 %0.07 %as of Jul 31, 2026 ↗
Return Stacked(R) Bonds & Merger Arbitrage ETF Tidal Trust II 38,7462.4M $4.56 %0.07 %as of Jul 31, 2026 ↗
The Merger Fund Merger Fund 37,1812.4M $0.09 %0.06 %as of Jun 30, 2026 ↗
Mid Cap Index Fund Northern Funds 37,1782.4M $0.10 %0.06 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 36,8622.3M $0.01 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 36,3372.3M $0.01 %0.06 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 34,1902.1M $0.01 %0.06 %as of May 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 34,0652.2M $0.21 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 33,5312.1M $0.00 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 32,9722.1M $0.00 %0.06 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 31,0361.9M $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 30,9712M $0.00 %0.05 %as of Jun 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 30,6931.9M $0.44 %0.05 %as of Jun 30, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 27,8741.7M $1.69 %0.05 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 27,8071.8M $0.01 %0.05 %as of Jun 30, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 27,5651.7M $0.41 %0.05 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 27,3161.7M $0.05 %0.05 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 26,5931.7M $0.10 %0.05 %as of Jun 30, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 26,1541.7M $0.10 %0.05 %as of Jun 30, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 25,7691.6M $0.01 %0.04 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 25,3411.6M $0.17 %0.04 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 24,3181.5M $0.00 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 22,4451.4M $0.01 %0.04 %as of Jul 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 21,8631.4M $0.10 %0.04 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 21,0841.3M $0.10 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 20,9941.3M $0.05 %0.04 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 20,6051.3M $0.01 %0.04 %as of Jul 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 20,1841.3M $0.10 %0.04 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 19,9211.2M $0.01 %0.03 %as of Jul 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 19,8321.3M $0.10 %0.03 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 19,8021.3M $0.10 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 19,3741.2M $0.01 %0.03 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 19,1961.2M $0.01 %0.03 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 19,0931.2M $0.19 %0.03 %as of Jul 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 18,9181.2M $0.01 %0.03 %as of Jul 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 18,8201.2M $0.10 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 17,9731.1M $0.04 %0.03 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 17,7161.1M $0.05 %0.03 %as of May 31, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 17,1051.1M $0.25 %0.03 %as of Jun 30, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,9711M $0.10 %0.03 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 15,594965.4K $0.14 %0.03 %as of Jul 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 15,161938.6K $0.04 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 14,797936.7K $0.00 %0.03 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Calamos Merger Arbitrage Fund CALAMOS INVESTMENT TRUST/IL 5.35 %as of Jul 31, 2026 ↗
Return Stacked(R) Bonds & Merger Arbitrage ETF Tidal Trust II 4.56 %as of Jul 31, 2026 ↗
Nexpoint Merger Arbitrage Fund NexPoint Funds I 2.36 %as of Jun 30, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Series Funds 1.94 %as of Jun 30, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Variable Trust 1.94 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 1.82 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 1.80 %as of Jun 30, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 1.69 %as of May 31, 2026 ↗
NYLIM Merger Arbitrage ETF NYLIM ETF Trust 1.47 %as of Jul 31, 2026 ↗
GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / ADARVE ALTEA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 1.39 %as of Dec 31, 2025 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3262-1418,747,043-2.1 %
2026Q2276-819,149,967-5.7 %
2026Q1284-1320,297,118-1.6 %
2025Q4297-320,630,921-0.2 %
2025Q3300+1720,677,546+7.6 %
2025Q2283+1319,209,447-19.2 %
2025Q1270+223,784,509+1.5 %
2024Q4268-2123,423,945-1.5 %
2024Q3289-923,783,374-7.1 %
2024Q2298+125,594,983+0.6 %
2024Q1297-925,451,988-2.9 %
2023Q430626,218,775

Institutional managers

455 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.5,272,940315.7M $as of Mar 31, 2026
UBS Group AG3,734,476223.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,555,823212.9M $as of Mar 31, 2026
DME Capital Management, LP2,842,100170.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC2,592,405155.2M $as of Mar 31, 2026
GLAZER CAPITAL, LLC2,392,195143.2K $as of Mar 31, 2026
STATE STREET CORP1,938,898116.1M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,526,25891.4M $as of Mar 31, 2026
MORGAN STANLEY1,287,23677.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,100,23765.9M $as of Mar 31, 2026
AQR Arbitrage LLC849,75550.9M $as of Mar 31, 2026
SOROS FUND MANAGEMENT LLC846,79450.7M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.833,52154M $as of Mar 31, 2026
FRANKLIN RESOURCES INC773,27346.3M $as of Mar 31, 2026
CITIGROUP INC683,39640.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC653,98539.2M $as of Mar 31, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND642,80038.5M $as of Mar 31, 2026
NORTHERN TRUST CORP598,90135.9M $as of Mar 31, 2026
NEXPOINT ASSET MANAGEMENT, L.P.576,50834.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC567,24734M $as of Mar 31, 2026
HSBC HOLDINGS PLC542,74932.7M $as of Mar 31, 2026
Kryger Capital LLC502,73430.1M $as of Mar 31, 2026
ALPINE ASSOCIATES MANAGEMENT INC.453,94727.2M $as of Mar 31, 2026
HIGHBRIDGE CAPITAL MANAGEMENT LLC438,37226.3M $as of Mar 31, 2026
Invesco Ltd.414,99824.9M $as of Mar 31, 2026

Declared shareholders of Brighthouse Financial Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Dimensional Fund Advisors LP 6.30 %3,634,379as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Brighthouse Financial Inc

115 funds declare 165 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND318.6M $as of Jun 30, 2026
Loomis Sayles Core Plus Bond Fund113.6M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND311.5M $as of Jun 30, 2026
Invesco Equity and Income Fund111.1M $as of May 31, 2026
Invesco BulletShares 2027 Corporate Bond ETF17.5M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF27.5M $as of May 31, 2026
iShares Core U.S. Aggregate Bond ETF46.3M $as of May 31, 2026
iShares iBonds Dec 2027 Term Corporate ETF15.4M $as of Jul 31, 2026
PIMCO Long Duration Credit Bond Portfolio14.9M $as of Jun 30, 2026
Fidelity U.S. Bond Index Fund14.6M $as of May 31, 2026
Vident U.S. Bond Strategy ETF14.6M $as of May 31, 2026
Loomis Sayles Income Fund14.3M $as of Jun 30, 2026
Invesco BulletShares 2030 Corporate Bond ETF14.2M $as of May 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND14.1M $as of Jun 30, 2026
Dimensional Core Fixed Income ETF13.5M $as of Jul 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF42.9M $as of May 31, 2026
iShares iBonds Dec 2030 Term Corporate ETF12.6M $as of Jul 31, 2026
Fidelity SAI Enhanced Core Bond Fund12.5M $as of May 31, 2026
MML Barings Core Bond Fund12.4M $as of Jun 30, 2026
Fidelity Series Bond Index Fund22.2M $as of May 31, 2026
EQ/Core Bond Index Portfolio22.1M $as of Jun 30, 2026
JNL/Lord Abbett Short Duration Income Fund22M $as of Jun 30, 2026
MML VIP Barings Core Bond Fund11.9M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF11.9M $as of Jun 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF11.8M $as of May 31, 2026
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Titelia. "Fund shareholders of Brighthouse Financial Inc". https://titelia.com/en/stocks/brighthouse-financial-inc-US10922N1037