← Every company

Funds Holding Brighthouse Financial Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Brighthouse Financial Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of BHF →
Funds holding
75
as of 2026-07-31
Reported value
$284.2M
summed across funds
Fund families
35
named trusts
Largest conviction
5.35%
1 above 5% of a fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Calamos Merger Arbitrage FundCALAMOS INVESTMENT TRUST/IL2.2K sh$136.9K5.35%
Return Stacked(R) Bonds & Merger Arbitrage ETFTidal Trust II38.7K sh$2.4M4.56%
Invesco S&P Midcap 400 Pure Value ETFInvesco Exchange-Traded Fund Trust98.9K sh$6.1M1.82%
NYLIM Merger Arbitrage ETFNYLIM ETF Trust59.8K sh$3.7M1.47%
Hartford Multifactor Small Cap ETFLattice Strategies Trust2.6K sh$160.7K0.26%
U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC777.6K sh$48.1M0.25%
Dimensional US Small Cap Value ETFDimensional ETF Trust327.5K sh$20.3M0.25%
Pacer Lunt Midcap Multi-Factor Alternator ETFPacer Funds Trust1.9K sh$115K0.21%
MID-CAP VALUE PROFUNDProFunds82 sh$5.1K0.19%
U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC19.1K sh$1.2M0.19%
Dimensional U.S. Targeted Value ETFDimensional ETF Trust416.2K sh$25.8M0.18%
U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC478.9K sh$29.6M0.18%
Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC25.3K sh$1.6M0.17%
BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust2.1K sh$130.8K0.15%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC184.6K sh$11.4M0.15%
JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust15.6K sh$965.4K0.14%
Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust2.1K sh$127K0.14%
Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO43.8K sh$2.7M0.13%
Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL391.8K sh$24.3M0.13%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST48.6K sh$3M0.13%
Fidelity Flex Small Cap Index FundFidelity Salem Street Trust8.6K sh$529.5K0.12%
Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust216 sh$13.4K0.12%
iShares Morningstar Small-Cap Value ETFiShares Trust12.9K sh$795.8K0.12%
Pacer Trendpilot US Mid Cap ETFPacer Funds Trust6.3K sh$392.3K0.10%
BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.21.1K sh$1.3M0.10%
PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2215 sh$13.3K0.10%
SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST8.2K sh$509.9K0.10%
MidCap S&P 400 Index FundPrincipal Funds, Inc21.9K sh$1.4M0.10%
Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust4.4K sh$273.5K0.10%
Dimensional U.S. Small Cap ETFDimensional ETF Trust221.8K sh$13.7M0.09%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC259.8K sh$16.1M0.08%
Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust222 sh$13.7K0.08%
Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust840 sh$52K0.08%
ULTRA MID CAP PROFUNDProFunds480 sh$29.7K0.06%
iShares Morningstar Small-Cap ETFiShares Trust2.6K sh$160K0.06%
iShares U.S. Financials ETFiShares Trust40.2K sh$2.5M0.06%
Column Small Cap FundTrust for Professional Managers5.5K sh$291.5K0.05%
Victory Extended Market Index FundVictory Portfolios III6.6K sh$405.6K0.05%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust21K sh$1.3M0.05%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds10.7K sh$660K0.05%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC42.8K sh$2.7M0.05%
Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST15.2K sh$938.6K0.04%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust13K sh$802.1K0.04%
MID-CAP PROFUNDProFunds52 sh$3.2K0.04%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC46.1K sh$2.9M0.03%
Dimensional US Vector Equity ETFDimensional ETF Trust2.9K sh$181.9K0.03%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust10.9K sh$673.1K0.03%
Fidelity Mid Cap Index FundFidelity Salem Street Trust215.1K sh$13.3M0.03%
iShares Russell Mid-Cap Index FundBlackRock Funds10.6K sh$653.4K0.03%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST11.4K sh$703.5K0.03%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC9.6K sh$595.7K0.02%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC121.8K sh$7.5M0.02%
Dimensional US Core Equity 1 ETFDimensional ETF Trust10K sh$621.5K0.02%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust44.5K sh$2.8M0.02%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust122.9K sh$7.6M0.02%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust18.9K sh$1.2M0.01%
E*TRADE No Fee Total Market Index FundE Trade Trust179 sh$11.1K0.01%
Dimensional US Core Equity Market ETFDimensional ETF Trust19.9K sh$1.2M0.01%
Green Century Balanced FundGREEN CENTURY FUNDS590 sh$36.5K0.01%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust19.2K sh$1.2M0.01%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust22.4K sh$1.4M0.01%
Nuveen Large Cap Value Index FundTIAA-CREF Funds20.6K sh$1.3M0.01%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST1.7K sh$106.9K0.01%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC42.4K sh$2.6M0.01%
Dimensional U.S. Equity Market ETFDimensional ETF Trust19.4K sh$1.2M0.01%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III324 sh$20.1K0.01%
iShares Total U.S. Stock Market Index FundBlackRock Funds3.8K sh$232.2K0.00%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust31K sh$1.9M0.00%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST33.5K sh$2.1M0.00%
Nuveen Equity Index FundTIAA-CREF Funds41.7K sh$2.6M0.00%
AMT Diversified Equity FundADVISER MANAGED TRUST272 sh$16.8K0.00%
Wilmington Large-Cap Strategy FundWilmington Funds400 sh$24.8K0.00%
MidCap Value Fund IPrincipal Funds, Inc1.3K sh$79.3K0.00%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS44.6K sh$2.8M0.00%
BlackRock Tactical Opportunities FundBlackRock Funds1.3K sh$79.3K0.00%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

More on BHF

Related datasets