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
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 14,024887.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 13,647863.9K $0.13 %0.02 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 13,146822.3K $0.01 %0.02 %as of May 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 12,956802.1K $0.04 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 12,952810.1K $0.01 %0.02 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 12,854795.8K $0.12 %0.02 %as of Jul 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 12,698803.8K $0.10 %0.02 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 11,7006.7M SEK0.02 %0.02 %as of Mar 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 11,618735.4K $0.09 %0.02 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 11,477726.5K $0.03 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 11,363703.5K $0.03 %0.02 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 10,884689K $0.01 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 10,872673.1K $0.03 %0.02 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 10,668675.3K $0.02 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 10,661660K $0.05 %0.02 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 10,617672.1K $0.04 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 10,554653.4K $0.03 %0.02 %as of Jul 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 10,478663.3K $0.10 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 10,285651K $0.08 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 10,039621.5K $0.02 %0.02 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,622595.7K $0.02 %0.02 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,400588K $0.04 %0.02 %as of May 31, 2026 ↗
Infrastructure Capital Equity Income ETF Series Portfolios Trust 9,384587K $0.54 %0.02 %as of May 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,374586.3K $0.01 %0.02 %as of May 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,283587.6K $0.05 %0.02 %as of Jun 30, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 8,569542.4K $0.10 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 8,552529.5K $0.12 %0.01 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 8,423533.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 8,236509.9K $0.10 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 7,973498.7K $0.06 %0.01 %as of May 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 7,814483.8K $0.10 %0.01 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 7,655484.6K $0.02 %0.01 %as of Jun 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 7,638483.5K $0.10 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 7,433470.5K $0.11 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 7,120445.4K $0.11 %0.01 %as of May 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 6,804430.7K $0.10 %0.01 %as of Jun 30, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 6,748427.1K $1.22 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 6,551405.6K $0.05 %0.01 %as of Jul 31, 2026 ↗
NexPoint Event Driven Fund NexPoint Funds I 6,526413.1K $0.56 %0.01 %as of Jun 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 6,336392.3K $0.10 %0.01 %as of Jul 31, 2026 ↗
PIMCO Global Core Asset Allocation Fund PIMCO FUNDS 6,100386.1K $0.12 %0.01 %as of Jun 30, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 5,851370.4K $0.20 %0.01 %as of Jun 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 5,735363K $0.18 %0.01 %as of Jun 30, 2026 ↗
PIMCO Global Managed Asset Allocation Portfolio PIMCO VARIABLE INSURANCE TRUST 5,700360.8K $0.13 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,618355.6K $0.02 %0.01 %as of Jun 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 5,498343.9K $0.07 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,988315.7K $0.06 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,841302.8K $0.00 %0.01 %as of May 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 4,665295.3K $0.09 %0.01 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 4,654294.6K $0.02 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,606291.6K $0.05 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 4,538287.3K $0.02 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 4,418273.5K $0.10 %0.01 %as of Jul 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 4,390277.9K $0.03 %0.01 %as of Jun 30, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 4,256269.4K $0.10 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,027254.9K $0.07 %0.01 %as of Jun 30, 2026 ↗
Virtus Westchester Event-Driven Fund Virtus Event Opportunities Trust 4,003253.4K $0.20 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,750232.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,600225.2K $0.12 %0.01 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,577226.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,406213K $0.03 %0.01 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 3,371213.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
JNL Multi-Manager Alternative Fund JNL Series Trust 3,147199.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,104196.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
Large Cap Value Fund Northern Funds 2,995189.6K $0.26 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,938181.9K $0.03 %0.01 %as of Jul 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,934185.7K $0.03 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 2,934185.7K $0.03 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 2,916184.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 2,888180.6K $0.04 %0.01 %as of May 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2,717169.9K $0.02 %0.00 %as of May 31, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO FUNDS 2,700170.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 2,596160.7K $0.26 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,585160K $0.06 %0.00 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,418153.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,310144.5K $0.00 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,299143.8K $0.02 %0.00 %as of May 31, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Series Funds 2,248142.3K $1.94 %0.00 %as of Jun 30, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Variable Trust 2,240141.8K $1.94 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,229141.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
Calamos Merger Arbitrage Fund CALAMOS INVESTMENT TRUST/IL 2,211136.9K $5.35 %0.00 %as of Jul 31, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 2,112132.1K $0.02 %0.00 %as of May 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 2,112130.8K $0.15 %0.00 %as of Jul 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 2,052127K $0.14 %0.00 %as of Jul 31, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 1,995126.3K $0.05 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 1,977123.7K $0.08 %0.00 %as of May 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 1,932122.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust 1,858115K $0.21 %0.00 %as of Jul 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 1,851115.8K $0.10 %0.00 %as of May 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 1,775112.4K $0.05 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,759110K $0.01 %0.00 %as of May 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 1,753111K $0.04 %0.00 %as of Jun 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,728108.1K $0.01 %0.00 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 1,727106.9K $0.01 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 1,723109.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 1,720108.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 1,594100.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Infrastructure Capital Small Cap Income ETF Series Portfolios Trust 1,55897.5K $0.48 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,53696.1K $0.07 %0.00 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,47892.4K $0.01 %0.00 %as of May 31, 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