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
JNL/Westchester Capital Event Driven Fund JNL Series Trust 1,46492.7K $0.19 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 1,44091.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,43090.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 1,41589.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 1,39587.3K $0.02 %0.00 %as of May 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 1,28179.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 1,28179.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 1,26580.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Multi-Hedge Strategies Fund Rydex Variable Trust 1,25279.3K $0.29 %0.00 %as of Jun 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 1,24478.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,10870.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 1,10069.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 1,02264.7K $0.23 %0.00 %as of Jun 30, 2026 ↗
Comstock Capital Value Fund Comstock Funds, Inc. 1,00063.3K $0.59 %0.00 %as of Jun 30, 2026 ↗
Upright Growth Fund UPRIGHT INVESTMENTS TRUST 1,00063.3K $0.19 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 99863.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 98962.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 86954.4K $0.02 %0.00 %as of May 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 86454.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 84052K $0.08 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 76447.8K $0.01 %0.00 %as of May 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 73546.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 67942.5K $0.01 %0.00 %as of May 31, 2026 ↗
Green Century Balanced Fund GREEN CENTURY FUNDS 59036.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds 57736.5K $0.40 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 55935.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
The Gabelli ABC Fund Gabelli Investor Funds Inc 50031.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust 50031.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 48029.7K $0.06 %0.00 %as of Jul 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 46229.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 44027.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 43527.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 40024.8K $0.00 %0.00 %as of Jul 31, 2026 ↗
The Merger Fund VL Merger Fund VL 37823.9K $0.10 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 36523.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 35222K $0.00 %0.00 %as of May 31, 2026 ↗
Financial Services Fund Rydex Series Funds 35022.2K $0.19 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 34921.8K $0.01 %0.00 %as of May 29, 2026 ↗
PROFUND VP MIDCAP VALUE ProFunds 33020.9K $0.21 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 32420.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 29418.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 28818.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Financial Services Fund Rydex Variable Trust 28017.7K $0.19 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 27617.3K $0.05 %0.00 %as of May 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 27216.8K $0.00 %0.00 %as of Jul 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 27017.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 26817K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 22213.7K $0.08 %0.00 %as of Jul 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 21613.4K $0.12 %0.00 %as of Jul 31, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 21513.3K $0.10 %0.00 %as of Jul 31, 2026 ↗
Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. 20012.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 17911.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Series Funds 16010.1K $0.07 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRAMID CAP ProFunds 1398.8K $0.07 %0.00 %as of Jun 30, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 1388.6K $0.08 %0.00 %as of May 31, 2026 ↗
MID-CAP VALUE PROFUND ProFunds 825.1K $0.19 %0.00 %as of Jul 31, 2026 ↗
Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust 764.8K $0.14 %0.00 %as of May 29, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 714.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 704.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 563.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
MID-CAP PROFUND ProFunds 523.2K $0.04 %0.00 %as of Jul 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Variable Trust 483K $0.07 %0.00 %as of Jun 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 163.3 $0.00 %as of Jun 30, 2026 ↗
GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / ADARVE ALTEA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 181K €1.39 %as of Dec 31, 2025 ↗

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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