Funds holding Brighthouse Financial Inc
278 funds declare a position · 81 ETFs and 197 other funds · 1.2B $· 6.7M SEK· 181K € · US10922N1037
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 2,129,578 | 127.7M $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| 2 | iShares Core S&P Mid-Cap ETF iShares Trust | 1,893,252 | 113.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,816,514 | 108.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,318,551 | 79M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 839,639 | 50.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 6 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 761,914 | 47.4M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 638,806 | 38.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 8 | Franklin Mutual Quest Fund Franklin Mutual Series Funds | 621,025 | 37.2M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 9 | Nexpoint Merger Arbitrage Fund NexPoint Funds I | 548,392 | 32.8M $ | 2.36 % | as of Mar 31, 2026 · Original filing |
| 10 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 462,056 | 28.8M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 11 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 399,803 | 24.9M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 12 | Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 391,771 | 24.4M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 13 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 307,493 | 19.1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 14 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 300,295 | 18M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 15 | iShares S&P Mid-Cap 400 Value ETF iShares Trust | 290,487 | 17.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 16 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 279,621 | 16.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 17 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 277,250 | 16.6M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 18 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 259,795 | 16.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 19 | iShares Russell Mid-Cap ETF iShares Trust | 221,561 | 13.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 20 | First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 212,916 | 13.3M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| 21 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 211,675 | 13.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 22 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 200,655 | 12.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 23 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 183,146 | 11.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 24 | Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 156,902 | 9.8M $ | 2.15 % | as of Apr 30, 2026 · Original filing |
| 25 | Hennessy Cornerstone Growth Fund Hennessy Funds Trust | 145,847 | 9.1M $ | 1.81 % | as of Apr 30, 2026 · Original filing |
| 26 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 133,581 | 8M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 27 | iShares Russell 1000 Value ETF iShares Trust | 130,186 | 7.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 28 | State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 128,729 | 7.7M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| 29 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 124,427 | 7.5M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| 30 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 122,947 | 7.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 31 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 121,788 | 7.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 32 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 106,652 | 6.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 33 | Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust | 98,402 | 6.1M $ | 1.93 % | as of Apr 30, 2026 · Original filing |
| 34 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 95,415 | 5.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 35 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 92,636 | 5.6M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 36 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 88,462 | 5.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 37 | VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 86,893 | 5.2M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 38 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 84,707 | 5.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 39 | iShares Russell Mid-Cap Value ETF iShares Trust | 83,722 | 5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 40 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 75,247 | 4.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 41 | NYLI Merger Arbitrage ETF New York Life Investments ETF Trust | 59,481 | 3.7M $ | 1.49 % | as of Apr 30, 2026 · Original filing |
| 42 | JNL Mid Cap Index Fund JNL Series Trust | 57,700 | 3.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 43 | Avantis U.S. Equity ETF American Century ETF Trust | 50,310 | 3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 44 | Return Stacked Bonds & Merger Arbitrage ETF Tidal Trust II | 47,262 | 2.9M $ | 5.60 % | as of Apr 30, 2026 · Original filing |
| 45 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 47,099 | 2.8M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 46 | EQ/Mid Cap Index Portfolio EQ Advisors Trust | 46,873 | 2.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 47 | iShares Core S&P U.S. Value ETF iShares Trust | 46,731 | 2.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 48 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 46,076 | 2.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 49 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 44,629 | 2.8M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 44,175 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 51 | Mid Cap Index Fund VALIC Co I | 44,071 | 2.6M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 52 | Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 44,048 | 2.6M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 53 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 42,947 | 2.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 54 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,836 | 2.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 55 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,444 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 56 | Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 42,157 | 2.5M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 57 | iShares Russell 1000 ETF iShares Trust | 41,771 | 2.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 58 | Nuveen Equity Index Fund TIAA-CREF Funds | 41,708 | 2.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 59 | Mast Multialternative Strategy Fund Investment Managers Series Trust III | 40,204 | 2.5M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| 60 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 39,468 | 2.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 61 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 37,206 | 2.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 62 | The Merger Fund Merger Fund | 37,181 | 2.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 63 | Large Cap Index Master Portfolio Master Investment Portfolio | 36,862 | 2.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 64 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 36,013 | 2.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 65 | Mid Cap Index Fund Northern Funds | 35,889 | 2.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 66 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 34,190 | 2.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 67 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 33,531 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 68 | AltShares Merger Arbitrage ETF AltShares Trust | 33,118 | 2M $ | 1.92 % | as of Feb 28, 2026 · Original filing |
| 69 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 32,998 | 2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 70 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 32,493 | 1.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 71 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 31,732 | 1.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 72 | iShares U.S. Financials ETF iShares Trust | 31,503 | 2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 73 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 30,693 | 1.8M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 74 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 29,493 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 75 | Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 29,340 | 1.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 76 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 27,217 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 77 | Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 26,593 | 1.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 78 | Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 26,154 | 1.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 79 | iShares U.S. Insurance ETF iShares Trust | 25,453 | 1.5M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 80 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 25,341 | 1.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 81 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 23,993 | 1.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 82 | BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 23,235 | 1.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 83 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 23,231 | 1.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 84 | Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 22,850 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 85 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 22,593 | 1.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 86 | MidCap S&P 400 Index Fund Principal Funds, Inc | 21,876 | 1.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 87 | MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 21,557 | 1.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 88 | iShares Russell 2500 ETF iShares Trust | 21,292 | 1.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 89 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 20,864 | 1.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 90 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 20,605 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 91 | Mid Cap Index Trust John Hancock Variable Insurance Trust | 20,312 | 1.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 92 | NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 20,124 | 1.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 93 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 20,073 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 94 | Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 20,005 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 95 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 19,998 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 96 | MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 19,406 | 1.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 97 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 19,375 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 98 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 19,093 | 1.2M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 99 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 17,370 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 100 | LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 16,771 | 1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
Institutional managers
455 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 5,272,940 | 315.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 3,734,476 | 223.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,555,823 | 212.9M $ | as of Mar 31, 2026 |
| DME Capital Management, LP | 2,842,100 | 170.2M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 2,592,405 | 155.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,938,898 | 116.1M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 1,526,258 | 91.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,287,236 | 77.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,100,237 | 65.9M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 833,521 | 54M $ | as of Mar 31, 2026 |
| AQR Arbitrage LLC | 849,755 | 50.9M $ | as of Mar 31, 2026 |
| SOROS FUND MANAGEMENT LLC | 846,794 | 50.7M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 773,273 | 46.3M $ | as of Mar 31, 2026 |
| CITIGROUP INC | 683,396 | 40.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 653,985 | 39.2M $ | as of Mar 31, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 642,800 | 38.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 598,901 | 35.9M $ | as of Mar 31, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 576,508 | 34.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 567,247 | 34M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 542,749 | 32.7M $ | as of Mar 31, 2026 |
| Kryger Capital LLC | 502,734 | 30.1M $ | as of Mar 31, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | 453,947 | 27.2M $ | as of Mar 31, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 438,372 | 26.3M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 414,998 | 24.9M $ | as of Mar 31, 2026 |
| Calamos Advisors LLC | 391,771 | 23.5M $ | as of Mar 31, 2026 |