Titelia

Fund shareholders of Brighthouse Financial Inc

ISIN US10922N1037 · United States · LEI 5493003T8SZSHOGGAW52

Fund shareholders
278
Of which ETFs
81 197 other funds
Value held
1.2B $ 181K € · 6.7M SEK
Share of capital
33.3 % of 57.5M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 16,551992.7K $0.04 %0.03 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 16,246972.8K $0.03 %0.03 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 15,961957.3K $0.01 %0.03 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 15,818984.8K $0.01 %0.03 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 15,627937.3K $0.02 %0.03 %as of Feb 28, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 15,560933.3K $0.22 %0.03 %as of Feb 28, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 15,395958.5K $0.04 %0.03 %as of Apr 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 14,994897.8K $0.14 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 14,909892.8K $0.01 %0.03 %as of Mar 31, 2026 ↗
First Trust Merger Arbitrage ETF First Trust Exchange-Traded Fund III 14,331892.2K $3.56 %0.02 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 13,261794.1K $0.01 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 12,884771.5K $0.11 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 12,634757.8K $0.01 %0.02 %as of Feb 28, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 12,604754.7K $0.04 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 12,596784.2K $0.12 %0.02 %as of Apr 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 12,528750.2K $0.10 %0.02 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 12,320767K $0.04 %0.02 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 11,7006.7M SEK0.02 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 10,877677.2K $0.03 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 10,724642.2K $0.01 %0.02 %as of Mar 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 10,478627.4K $0.10 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 10,286640.4K $0.03 %0.02 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 10,285615.9K $0.08 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 10,039625K $0.02 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 9,796609.9K $0.03 %0.02 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 9,715581.7K $0.03 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,682580.7K $0.01 %0.02 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,622599.1K $0.03 %0.02 %as of Apr 30, 2026 ↗
Small Cap Value Fund Northern Funds 9,512569.6K $0.09 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,400563.8K $0.05 %0.02 %as of Feb 28, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,283555.9K $0.06 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 9,154569.9K $0.05 %0.02 %as of Apr 30, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 9,018540K $0.11 %0.02 %as of Mar 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 8,734543.8K $0.10 %0.02 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 8,673540K $0.13 %0.02 %as of Apr 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 8,305497.3K $0.17 %0.01 %as of Mar 31, 2026 ↗
Infrastructure Capital Equity Income ETF Series Portfolios Trust 8,286497K $0.53 %0.01 %as of Feb 28, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 8,223492.4K $0.11 %0.01 %as of Mar 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 8,075502.7K $0.11 %0.01 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 7,655458.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 7,521451.1K $0.11 %0.01 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 7,278435.8K $0.13 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 7,165429.8K $0.05 %0.01 %as of Feb 28, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 6,735403.3K $0.19 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 6,567408.9K $0.10 %0.01 %as of Apr 30, 2026 ↗
NexPoint Event Driven Fund NexPoint Funds I 6,526390.8K $0.49 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 6,491388.7K $0.11 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 6,452401.7K $0.05 %0.01 %as of Apr 30, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 6,282376.2K $0.22 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 6,230373.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
PIMCO Global Core Asset Allocation Fund PIMCO Funds 6,100365.3K $0.12 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 5,735343.4K $0.19 %0.01 %as of Mar 31, 2026 ↗
PIMCO Global Managed Asset Allocation Portfolio PIMCO Variable Insurance Trust 5,700341.3K $0.12 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,618336.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 5,498329.8K $0.06 %0.01 %as of Feb 28, 2026 ↗
Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust 5,045314.1K $0.50 %0.01 %as of Apr 30, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 4,852290.5K $0.10 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,711282.1K $0.08 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,706282.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 4,626277K $0.03 %0.01 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 4,543272K $0.02 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 4,538271.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 4,531271.8K $0.03 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 4,526271.5K $0.03 %0.01 %as of Feb 28, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 4,141248K $0.10 %0.01 %as of Mar 31, 2026 ↗
Virtus Westchester Event-Driven Fund Virtus Event Opportunities Trust 4,003239.7K $0.19 %0.01 %as of Mar 31, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 3,995239.6K $0.06 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,811228.2K $0.05 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,750233.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 3,688220.8K $0.07 %0.01 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,600215.9K $0.11 %0.01 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,424205K $0.01 %0.01 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 3,327199.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
JNL Multi-Manager Alternative Fund JNL Series Trust 3,147188.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
Large Cap Value Fund Northern Funds 3,047182.5K $0.27 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,979178.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,938182.9K $0.05 %0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 2,924175.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,853170.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 2,800167.9K $0.04 %0.00 %as of Feb 28, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO Funds 2,700161.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,569159.9K $0.06 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 2,559153.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 2,451146.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,425145.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 2,420150.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,418144.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 2,390148.8K $0.27 %0.00 %as of Apr 30, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 2,330139.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,242134.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Variable Trust 2,238134K $2.00 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,229133.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 2,159129.5K $0.11 %0.00 %as of Feb 28, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 2,112126.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Series Funds 2,086124.9K $1.99 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 2,041127.1K $0.16 %0.00 %as of Apr 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 2,018120.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 2,000120K $0.00 %0.00 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 1,932115.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 1,907114.4K $0.08 %0.00 %as of Feb 28, 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
Return Stacked Bonds & Merger Arbitrage ETF Tidal Trust II 5.60 %as of Apr 30, 2026 ↗
Calamos Merger Arbitrage Fund CALAMOS INVESTMENT TRUST/IL 4.53 %as of Apr 30, 2026 ↗
First Trust Merger Arbitrage ETF First Trust Exchange-Traded Fund III 3.56 %as of Apr 30, 2026 ↗
Nexpoint Merger Arbitrage Fund NexPoint Funds I 2.36 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 2.15 %as of Apr 30, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Variable Trust 2.00 %as of Mar 31, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Series Funds 1.99 %as of Mar 31, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 1.93 %as of Apr 30, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 1.92 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 1.84 %as of Mar 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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
Vanguard Capital Management 5.25 %3,007,422as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Brighthouse Financial Inc

122 funds declare 180 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 FUND317.1M $as of Mar 31, 2026
Loomis Sayles Core Plus Bond Fund113.4M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND311.3M $as of Mar 31, 2026
Invesco Equity and Income Fund110.7M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF27.5M $as of Feb 28, 2026
Invesco BulletShares 2027 Corporate Bond ETF17.5M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF46.2M $as of Feb 28, 2026
iShares iBonds Dec 2027 Term Corporate ETF15.3M $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF14.9M $as of Mar 31, 2026
PIMCO Long Duration Credit Bond Portfolio14.8M $as of Mar 31, 2026
Fidelity U.S. Bond Index Fund14.4M $as of Feb 28, 2026
Loomis Sayles Income Fund14.2M $as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF24M $as of Mar 31, 2026
Invesco BulletShares 2030 Corporate Bond ETF14M $as of Feb 28, 2026
VANGUARD SHORT-TERM BOND INDEX FUND13.6M $as of Mar 31, 2026
Dimensional Core Fixed Income ETF13.5M $as of Apr 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF42.9M $as of Feb 28, 2026
iShares Core Universal USD Bond ETF42.7M $as of Apr 30, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND22.6M $as of Feb 28, 2026
Fidelity SAI Enhanced Core Bond Fund12.5M $as of Feb 28, 2026
Vident U.S. Bond Strategy ETF12.2M $as of Feb 28, 2026
iShares iBonds Dec 2030 Term Corporate ETF12.1M $as of Apr 30, 2026
Fidelity Series Bond Index Fund22.1M $as of Feb 28, 2026
EQ/Core Bond Index Portfolio22.1M $as of Mar 31, 2026
JNL/Lord Abbett Short Duration Income Fund22M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Brighthouse Financial Inc". https://titelia.com/en/stocks/brighthouse-financial-inc-US10922N1037