Brighthouse FinancialBHF

13F holders, Q1 2025 (March 31)
438holders +28
70new positions
42sold out
11famous investors
$57.71avg. 13F price*

At the end of Q1 2025, 438 institutions reported holding Brighthouse Financial Inc. (BHF) in their 13F filings, up 28 from Q4 2024. 70 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($339.0M), BlackRock, Inc. ($318.0M) and Dimensional Fund Advisors LP ($196.0M). 11 famous investors held it, including David Einhorn (8.2% of Greenlight Capital (DME Capital Management)'s portfolio), George Soros (0.8% of Soros Fund Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

Company
Brighthouse Financial Inc.
CUSIP
10922N103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 427Q1 2024Q2 2024: 429Q2 2024Q3 2024: 416Q3 2024Q4 2024: 410Q4 2024Q1 2025: 438Q1 2025Q2 2025: 446Q2 2025Q3 2025: 435Q3 2025Q4 2025: 458Q4 2025Q1 2026: 467Q1 2026Q2 2026: 474Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions70$182.1M
Exits42$434.1M

All 13F filers, Q4 2024 → Q1 2025: 9,293,017 shares bought and 10,693,450 shares sold, net −1,400,433 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 438 holders

Vanguard Group Inc. 0.01% Reduce -0.6% 5,845,437 $339.0M
BlackRock, Inc. 0.01% Reduce -5.2% 5,483,962 $318.0M
Dimensional Fund Advisors LP 0.05% Reduce -0.7% 3,379,423 $196.0M
Greenlight Capital (DME Capital Management) 8.23% Reduce -1.2% 2,801,097 $162.4M
State Street Corp. 0.01% Reduce -3.7% 2,236,276 $129.7M
UBS Group AG 0.03% Add +43.9% 2,046,302 $118.7M
American Century Companies Inc. 0.07% Add +9.3% 1,838,020 $106.6M
Balyasny Asset Management L.P. 0.24% Add +2176.8% 1,648,515 $95.6M
Marshall Wace, LLP 0.09% Add +444.0% 1,087,248 $63.0M
Geode Capital Management, LLC 0.00% Add +1.8% 1,067,849 $61.9M
Royal Bank of Canada 0.01% Add +41.0% 985,215 $57.1M
Victory Capital Management Inc. 0.06% Add +3.2% 912,242 $52.9M
Norges Bank 0.01% Add +2.4% 791,559 $45.9M
Northern Trust Corp. 0.01% Add +6.1% 720,243 $41.8M
Jacobs Levy Equity Management, Inc. 0.15% Reduce -11.7% 646,669 $37.5M
Freestone Grove Partners LP 0.37% New 621,725 $36.1M
AQR Capital Management 0.04% Reduce -3.8% 631,326 $36.0M
Voloridge Investment Management, LLC 0.13% Add +86.0% 616,347 $35.7M
FMR LLC 0.00% Add +8321.6% 577,640 $33.5M
Soros Fund Management 0.76% New 516,904 $30.0M
Bank of New York Mellon Corp 0.01% Reduce -3.0% 509,684 $29.6M
Morgan Stanley 0.00% Add +7.7% 490,794 $28.5M
Arrowstreet Capital, Limited Partnership 0.02% Add +83.3% 394,491 $22.9M
Charles Schwab Investment Management Inc. 0.00% Add +6.6% 386,664 $22.4M
Two Sigma Investments, LP 0.05% Add +97.7% 382,917 $22.2M
Two Sigma Advisers, LP 0.05% Add +22.9% 358,800 $20.8M
Bridgewater Associates 0.08% Add +34.9% 282,616 $16.4M
Prelude Capital Management, LLC 1.58% Add +0.2% 269,831 $15.6M
Invesco Ltd. 0.00% Reduce -6.3% 268,645 $15.6M
Goldman Sachs Group Inc. 0.00% Reduce -11.8% 263,443 $15.3M
Millennium Management 0.02% Add +156.2% 262,890 $15.2M
Holocene Advisors, LP 0.04% New 237,749 $13.8M
D. E. Shaw & Co. 0.02% Reduce -16.8% 228,845 $13.3M
Barclays PLC 0.01% Add +105.9% 220,658 $12.8M
Woodline Partners LP 0.08% New 216,173 $12.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +6.8% 209,140 $12.1M
Algebris (uk) Ltd. 2.25% New 219,025 $11.8M
Grace & White Inc. 2.19% Reduce -1.8% 194,775 $11.3M
TIG Advisors, LLC 0.70% New 185,729 $10.8M
Rhumbline Advisers 0.01% Reduce -1.3% 160,967 $9.3M
Brandywine Global Investment Management, LLC 0.07% Reduce -3.7% 156,631 $9.1M
Samlyn Capital, LLC 0.14% New 150,892 $8.8M
JPMorgan Chase & Co. 0.00% Reduce -6.5% 150,643 $8.7M
Bank of America Corp. 0.00% Add +149.3% 146,645 $8.5M
Amundi 0.00% Reduce -1.3% 149,115 $8.2M
Principal Financial Group Inc. 0.00% Reduce -0.9% 134,980 $7.8M
Tudor Investment Corporation 0.07% New 132,338 $7.7M
Sei Investments Co. 0.01% Add +2.5% 129,743 $7.5M
Russell Investments Group, Ltd. 0.01% Reduce -17.8% 128,108 $7.4M
LSV Asset Management 0.02% Reduce -1.6% 127,413 $7.4M
SG Americas Securities, LLC 0.02% Add +1764.2% 121,229 $7.0M
Jane Street Group, LLC 0.01% Reduce -26.0% 115,939 $6.7M
Swiss National Bank 0.00% Reduce -3.8% 115,000 $6.7M
Nuveen, LLC 0.00% — 113,495 $6.6M
Legal & General Group Plc 0.00% Reduce -1.0% 109,616 $6.4M
Cinctive Capital Management LP 0.50% New 109,136 $6.3M
Renaissance Technologies 0.01% New 108,700 $6.3M
Alliancebernstein L.P. 0.00% Reduce -12.8% 100,280 $5.8M
Schonfeld Strategic Advisors LLC 0.04% Add +545.8% 100,252 $5.8M
Kestrel Investment Management Corp. 3.50% No change 98,800 $5.7M
Jump Financial, LLC 0.09% New 97,776 $5.7M
Nomura Holdings Inc. 0.03% Add +1082.6% 93,140 $5.4M
California Public Employees Retirement System 0.00% Add +20.7% 91,194 $5.3M
Quantinno Capital Management LP 0.03% Add +28.4% 80,684 $4.7M
Franklin Resources Inc. 0.00% Add +1391.5% 80,240 $4.7M
LMR Partners LLP 0.13% New 80,000 $4.6M
Deutsche Bank AG 0.00% Add +10.7% 75,263 $4.4M
Quantbot Technologies LP 0.14% Add +38.3% 74,899 $4.3M
Ameriprise Financial Inc. 0.00% Reduce -1.0% 74,120 $4.3M
Man Group plc 0.01% Reduce -43.7% 74,051 $4.3M
Retirement Systems of Alabama 0.02% Reduce -1.1% 71,359 $4.1M
New York State Teachers Retirement System 0.01% No change 70,104 $4.1M
Algert Global LLC 0.10% Reduce -67.5% 69,306 $4.0M
Gillson Capital LP 0.33% Add +128.5% 67,247 $3.9M
Caxton Associates LLP 0.13% — 65,453 $3.8M
Massachusetts Financial Services Co. 0.00% Add +34.8% 64,801 $3.8M
Corebridge Financial, Inc. 0.02% Reduce -3.6% 64,758 $3.8M
Citadel Advisors 0.00% New 64,641 $3.7M
Independent Advisor Alliance 0.12% Add +8.7% 62,838 $3.6M
Assenagon Asset Management S.A. 0.01% Reduce -47.5% 61,872 $3.6M
Caisse Des Depots Et Consignations 0.17% Reduce -32.3% 60,915 $3.5M
Alaska Permanent Fund Corp 0.05% No change 57,016 $3.3M
Jefferies Financial Group Inc. 0.06% Reduce -56.9% 56,901 $3.3M
State of Wisconsin Investment Board 0.01% Add +882.9% 56,637 $3.3M
California State Teachers Retirement System 0.00% Reduce -1.4% 56,021 $3.2M
Richard Bernstein Advisors LLC 0.08% Reduce -4.0% 55,365 $3.2M
Interval Partners, LP 0.11% New 53,352 $3.1M
State Board of Administration of Florida Retirement System 0.01% Reduce -8.5% 52,968 $3.1M
Aquatic Capital Management LLC 0.08% New 51,361 $3.0M
CANADA LIFE ASSURANCE Co 0.01% Add +5.6% 50,641 $2.9M
Verition Fund Management LLC 0.02% Add +88.3% 50,635 $2.9M
Headlands Technologies LLC 0.32% Add +165.7% 48,955 $2.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.1% 46,375 $2.7M
Pinnacle Holdings, LLC 1.17% Reduce -0.9% 45,885 $2.7M
Lazard Asset Management LLC 0.00% Add +16.0% 45,485 $2.6M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -43.4% 41,217 $2.4M
T. Rowe Price Associates Inc. 0.00% Add +4.7% 40,841 $2.4M
Trexquant Investment LP 0.03% Add +19.7% 40,294 $2.3M
LPL Financial LLC 0.00% Add +0.4% 39,718 $2.3M
Citigroup Inc. 0.00% Add +44.9% 39,495 $2.3M
Lighthouse Investment Partners, LLC 0.10% New 37,469 $2.2M
HRT Financial LP 0.01% Reduce -45.4% 36,335 $2.1M
US Bancorp \de 0.00% Reduce -0.5% 35,547 $2.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -6.9% 33,343 $1.9M
Wellington Management Group LLP 0.00% Reduce -5.5% 33,334 $1.9M
MetLife Investment Management, LLC 0.01% Reduce -2.7% 32,555 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -22.3% 32,546 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -14.3% 32,043 $1.9M
State of Tennessee, Department of Treasury 0.01% Reduce -18.1% 31,490 $1.8M
New York State Common Retirement Fund 0.00% Reduce -12.7% 30,822 $1.8M
STRS Ohio 0.01% Reduce -14.5% 30,799 $1.8M
Mutual of America Capital Management LLC 0.02% Reduce -3.8% 30,176 $1.7M
Ingalls & Snyder LLC 0.06% No change 29,857 $1.7M
Treasurer of the State of North Carolina 0.01% Add +1.7% 26,830 $1.6M
Amalgamated Bank 0.01% Reduce -5.5% 26,783 $1.6M
Janus Henderson Group PLC 0.00% No change 26,835 $1.5M
Ieq Capital, LLC 0.01% Reduce -27.0% 26,576 $1.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 26,500 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 23,356 $1.4M
WINTON GROUP Ltd 0.08% Reduce -3.5% 23,314 $1.4M
Redwood Investment Management, LLC 0.14% New 22,514 $1.3M
First Trust Advisors LP 0.00% Reduce -6.2% 22,118 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -8.3% 21,900 $1.3M
Ensign Peak Advisors, Inc 0.00% No change 21,867 $1.3M
Harbor Capital Advisors, Inc. 0.06% Add +24.7% 21,705 $1.3M
Bessemer Group Inc. 0.00% Reduce -68.6% 21,098 $1.2M
Walleye Capital LLC 0.01% Add +79.6% 20,822 $1.2M
Dark Forest Capital Management LP 0.05% Add +357.3% 20,609 $1.2M
Range Financial Group LLC 0.53% Add +19.8% 20,605 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -3.7% 20,202 $1.2M
Corient Private Wealth LP 0.00% Add +69.7% 20,186 $1.2M
American Assets Investment Management, LLC 0.10% No change 20,000 $1.2M
Toronto Dominion Bank 0.00% New 20,000 $1.2M
XTX Topco Ltd 0.05% New 18,222 $1.1M
Public Employees Retirement System of Ohio 0.00% Reduce -11.6% 18,221 $1.1M
Vinva Investment Management Ltd 0.04% Reduce -23.8% 11,513 $1.1M
Arizona State Retirement System 0.01% Reduce -3.4% 17,013 $987K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +15.8% 16,888 $979K
Comerica Bank 0.00% Reduce -3.5% 16,750 $971K
Louisiana State Employees Retirement System 0.02% Reduce -0.6% 16,400 $951K
Scientech Research LLC 0.25% New 16,366 $949K
Brevan Howard Capital Management LP 0.03% New 16,346 $948K
Commerce Bank 0.01% Reduce -6.2% 15,722 $912K
O'shaughnessy Asset Management, LLC 0.01% New 15,655 $908K
Cerity Partners LLC 0.00% Reduce -16.0% 15,605 $905K
Stifel Financial Corp. 0.00% Reduce -2.5% 15,240 $884K
Chemistry Wealth Management LLC 0.20% Reduce -2.2% 15,019 $871K
Atlas Capital Advisors Inc. 0.11% New 14,597 $846K
Federated Hermes, Inc. 0.00% Add +2.3% 14,139 $820K
State of Michigan Retirement System 0.00% No change 14,068 $816K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +6.9% 14,015 $813K
New Mexico Educational Retirement Board 0.03% No change 14,000 $812K
Supplemental Annuity Collective Trust of NJ 0.25% No change 14,000 $812K
Thrivent Financial for Lutherans 0.00% Reduce -68.5% 13,746 $797K
Teacher Retirement System of Texas 0.00% New 13,459 $780K
Joel Isaacson & Co., LLC 0.04% No change 13,384 $776K
Raymond James Financial Inc. 0.00% Add +64.3% 13,140 $762K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.2% 13,036 $756K
Creative Planning 0.00% Add +20.0% 12,925 $750K
Maverick Capital 0.01% Add +85.6% 12,634 $733K
Fieldview Capital Management, LLC 0.10% New 12,219 $709K
Four Tree Island Advisory LLC 0.49% New 12,048 $699K
Raiffeisen Bank International AG 0.01% Add +18.9% 12,088 $696K
Bryce Point Capital, LLC 0.52% Reduce -58.7% 12,578 $694K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.6% 11,935 $692K
KLP Kapitalforvaltning As 0.00% Reduce -8.5% 11,800 $684K
Handelsbanken Fonder AB 0.00% No change 11,700 $678K
BNP Paribas Financial Markets 0.00% Reduce -34.2% 11,547 $670K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.0% 11,540 $669K
Kendall Capital Management 0.20% Reduce -4.6% 11,525 $668K
American Financial Group Inc. 0.29% No change 11,362 $659K
Susquehanna International Group, LLP 0.00% Reduce -93.1% 11,196 $649K
Gotham Asset Management 0.01% New 11,148 $646K
Capital Fund Management S.A. 0.01% New 10,935 $634K
Storebrand Asset Management As 0.00% Reduce -39.6% 10,268 $595K
Pathstone Holdings, LLC 0.00% Add +1.5% 10,079 $585K
Sterling Capital Management LLC 0.01% Reduce -9.3% 9,808 $569K
Agf Management Ltd. 0.00% Reduce -3.2% 9,678 $561K
Cambria Investment Management, L.P. 0.04% Add +80.1% 9,538 $553K
Aigen Investment Management, LP 0.09% New 9,320 $540K
Polymer Capital Management (US) LLC 0.16% Add +92.0% 9,304 $540K
Axq Capital, LP 0.22% New 9,255 $537K
Nisa Investment Advisors, LLC 0.00% Reduce -6.5% 8,671 $503K
Vanguard Personalized Indexing Management, LLC 0.01% Add +13.2% 8,604 $499K
New Age Alpha Advisors, LLC 0.02% Reduce -4.3% 8,568 $497K
Pictet Asset Management Holding SA 0.00% Add +9.6% 8,378 $486K
Mackenzie Financial Corp. 0.00% Reduce -36.8% 8,249 $478K
Public Employees Retirement Association of Colorado 0.00% No change 8,116 $471K
Fruth Investment Management 0.13% Reduce -5.9% 8,000 $463K
Bank of Montreal 0.00% Reduce -12.5% 7,914 $459K
Kestra Advisory Services, LLC 0.00% Reduce -6.3% 7,546 $438K
Voya Investment Management LLC 0.00% Add +0.3% 7,321 $425K
Graham Capital Management, L.P. 0.02% Reduce -63.2% 7,311 $424K
Quadrature Capital Ltd 0.01% New 7,221 $419K
Mariner, LLC 0.00% Add +17.5% 7,112 $412K
Xponance LLC 0.00% Add +0.0% 6,861 $398K
State of Alaska, Department of Revenue 0.00% No change 6,771 $392K
Optimize Financial Inc. 0.15% Reduce -15.2% 6,710 $389K
Campbell & CO Investment Adviser LLC 0.03% Reduce -60.8% 6,370 $369K
Fox Run Management, L.L.C. 0.06% New 6,242 $362K
M&T Bank Corp 0.00% Add +15.7% 6,094 $353K
Wells Fargo & Company 0.00% Reduce -6.5% 6,036 $350K
Quadrant Capital Group LLC 0.01% Add +688.2% 6,006 $348K
NJ State Employees Deferred Compensation Plan 0.04% No change 6,000 $348K
Institute for Wealth Management, LLC. 0.04% No change 5,978 $347K
Cwm, LLC 0.00% Reduce -31.6% 5,844 $339K
Prudential Financial Inc. 0.00% Add +10.4% 5,784 $335K
&partners 0.00% Add +3.1% 5,782 $333K
Commonwealth Equity Services, LLC 0.00% Add +0.1% 5,724 $332K
SummitTX Capital, L.P. 0.01% — 5,370 $311K
AlphaQuest LLC 0.03% Reduce -40.9% 5,253 $305K
Capula Management Ltd 0.00% New 5,083 $295K
Cibc World Market Inc. 0.00% Add +3.6% 4,977 $289K
Catalyst Funds Management Pty Ltd 0.08% New 4,972 $288K
Highland Capital Management, LLC 0.02% New 4,908 $285K
Caprock Group, LLC 0.01% New 4,809 $279K
FORA Capital, LLC 0.03% New 4,760 $276K
Two Sigma Securities, LLC 0.04% Reduce -19.2% 4,739 $275K
Guggenheim Capital LLC 0.00% Reduce -1.3% 4,655 $270K
Coldstream Capital Management Inc. 0.01% Add +0.1% 4,632 $269K
Securian Asset Management, Inc. 0.01% Reduce -2.2% 4,387 $254K
DekaBank Deutsche Girozentrale 0.00% No change 4,427 $251K
Innealta Capital, LLC 0.14% Reduce -9.9% 4,326 $251K
Allianz Asset Management GmbH 0.00% Reduce -10.9% 4,317 $250K
Pacer Advisors, Inc. 0.00% Reduce -66.6% 4,165 $242K
Crossmark Global Holdings, Inc. 0.00% New 4,049 $235K
Edgestream Partners, L.P. 0.01% New 3,981 $231K
United Services Automobile Association 0.01% New 3,921 $226K
Ethic Inc. 0.00% New 3,777 $220K
EMC Capital Management 0.13% No change 3,776 $219K
Panagora Asset Management Inc. 0.00% New 3,664 $212K
Bogart Wealth, LLC 0.01% Reduce -2.6% 204,940 $211K
BOS Asset Management, LLC 0.07% New 3,606 $209K
PNC Financial Services Group, Inc. 0.00% Add +5.3% 3,598 $209K
Centiva Capital, LP 0.01% New 3,585 $208K
Evergreen Capital Management LLC 0.01% New 3,547 $206K
Signaturefd, LLC 0.00% Add +15.0% 3,138 $182K
Tower Research Capital LLC (TRC) 0.00% Reduce -76.6% 2,870 $165K
KBC Group NV 0.00% No change 2,664 $154K
GAMMA Investing LLC 0.01% Add +11.0% 2,035 $118K
National Bank of Canada 0.00% Reduce -1.7% 1,805 $105K
Summit Securities Group LLC 0.07% New 1,782 $103K
CIBC Private Wealth Group LLC 0.00% Add +0.6% 2,018 $96K
Osaic Holdings, Inc. 0.00% Reduce -77.7% 1,413 $82K
UMB Bank, n.a. 0.00% Add +101.7% 1,200 $70K
Parallel Advisors, LLC 0.00% Add +8.4% 1,142 $66K
Fifth Third Bancorp 0.00% Add +15.2% 1,083 $63K
Nomura Asset Management Co. Ltd. 0.00% Reduce -20.3% 980 $57K
Quent Capital, LLC 0.01% Reduce -0.3% 891 $52K
Brooklyn Investment Group 0.01% Add +42.0% 764 $44K
Grove Bank & Trust 0.01% No change 725 $42K
Versant Capital Management, Inc 0.01% Add +188.0% 622 $36K
Northwestern Mutual Wealth Management Co. 0.00% Add +31.8% 501 $29K
Allworth Financial LP 0.00% Add +44.9% 536 $29K
Farther Finance Advisors, LLC 0.00% Reduce -0.4% 448 $26K
Parkside Financial Bank & Trust 0.00% Add +38.3% 415 $24K
Whittier Trust Co. of Nevada Inc. 0.00% No change 376 $22K
Matrix Trust Co 0.00% New 340 $20K
Smartleaf Asset Management LLC 0.00% Reduce -32.3% 340 $20K
Investors Research Corp 0.00% No change 320 $19K
EverSource Wealth Advisors, LLC 0.00% Reduce -36.9% 291 $17K
True Wealth Design, LLC 0.01% Reduce -6.1% 278 $16K
Private Trust Co. NA 0.00% No change 236 $14K
Rise Advisors, LLC 0.01% Reduce -26.6% 224 $13K
Salem Investment Counselors Inc. 0.00% Add +73.2% 213 $12K
Eastern Bank 0.00% No change 156 $9K
Federation des caisses Desjardins du Quebec 0.00% Add +21.8% 151 $9K
Whittier Trust Co. 0.00% No change 150 $9K
Jones Financial Companies LLLP 0.00% Add +68.2% 148 $9K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 145 $8K
CoreCap Advisors, LLC 0.00% Add +167.3% 131 $8K
Optiver Holding B.V. 0.00% New 127 $7K
Independence Bank of Kentucky 0.00% Reduce -16.3% 123 $7K
MAI Capital Management 0.00% Add +5.2% 121 $7K
LRI Investments, LLC 0.00% No change 120 $7K
Hemington Wealth Management 0.00% Add +45.2% 106 $6K
Arax Advisory Partners 0.00% No change 102 $6K
Stonebridge Financial Group, LLC 0.00% No change 101 $6K
TFC Financial Management, Inc. 0.00% No change 100 $6K
Hexagon Capital Partners LLC 0.00% Add +10.0% 99 $6K
BankPlus Trust Department 0.00% No change 91 $5K
St Germain D J Co. Inc. 0.00% Reduce -48.6% 91 $5K
NewEdge Advisors, LLC 0.00% Add +17.6% 80 $5K
Blue Trust, Inc. 0.00% Reduce -37.2% 76 $4K
Clearstead Trust, LLC 0.00% New 73 $4K
Assetmark, Inc. 0.00% Add +1100.0% 72 $4K
Steward Partners Investment Advisory, LLC 0.00% No change 71 $4K
Lanark Financial, Inc. 0.00% — 72 $4K
Caldwell Trust Co 0.00% No change 68 $4K
Geneos Wealth Management Inc. 0.00% Add +48.9% 67 $4K
JFS Wealth Advisors, LLC 0.00% Add +10.0% 66 $4K
SouthState Bank Corp 0.00% Add +43.5% 66 $4K
West Paces Advisors Inc. 0.00% No change 64 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 63 $4K
Colonial Trust Advisors 0.00% Add +600.0% 63 $4K
Spire Wealth Management 0.00% Reduce -94.8% 57 $3K
Graney & King, LLC 0.00% Add +1.9% 54 $3K
WPG Advisers, LLC 0.00% No change 52 $3K
Red Tortoise LLC 0.00% No change 49 $3K
Rothschild Investment LLC 0.00% Add +4.3% 49 $3K
AdvisorNet Financial, Inc 0.00% No change 49 $3K
TD Waterhouse Canada Inc. 0.00% No change 48 $3K
Barrett & Company, Inc. 0.00% No change 47 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 46 $3K
Farmers & Merchants Investments Inc. 0.00% Add +53.3% 46 $3K
Sittner & Nelson, LLC 0.00% No change 44 $3K
McIlrath & Eck, LLC 0.00% No change 43 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 43 $2K
SBI Securities Co., Ltd. 0.00% Add +2000.0% 42 $2K
Beacon Capital Management, LLC 0.00% No change 41 $2K
CVA Family Office, LLC 0.00% No change 40 $2K
HHM Wealth Advisors, LLC 0.00% No change 40 $2K
Garde Capital, Inc. 0.00% New 37 $2K
IFP Advisors, Inc 0.00% No change 37 $2K
Tsfg, LLC 0.00% No change 40 $2K
Indiana Trust & Investment Management Co 0.00% No change 34 $2K
MV Capital Management, Inc. 0.00% No change 34 $2K
Sandy Spring Bank 0.00% Reduce -26.8% 30 $2K
Bruce G. Allen Investments, LLC 0.00% No change 27 $2K
Stephens Consulting, LLC 0.00% Reduce -70.3% 27 $2K
Oakworth Capital, Inc. 0.00% No change 27 $2K
Wilmington Savings Fund Society, FSB 0.00% No change 26 $2K
Hughes Financial Services, LLC 0.00% New 25 $1K
Horizons Wealth Management 0.00% No change 24 $1K
Lowe Wealth Advisors, LLC 0.00% No change 24 $1K
Prestige Wealth Management Group LLC 0.00% No change 24 $1K
SJS Investment Consulting Inc. 0.00% Reduce -4.0% 24 $1K
SVB Wealth LLC 0.00% New 22 $1K
Huntington National Bank 0.00% Reduce -35.3% 22 $1K
Gen-Wealth Partners Inc 0.00% No change 21 $1K
Colonial Trust Co / SC 0.00% Reduce -95.0% 21 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 21 $1K
Financial Freedom, LLC 0.00% No change 20 $1K
Mattson Financial Services, LLC 0.00% New 20 $1K
Physician Wealth Advisors, Inc. 0.00% No change 20 $1K
First Horizon Advisors, Inc. 0.00% No change 20 $1K
Cape Investment Advisory, Inc. 0.00% No change 19 $1K
Motco 0.00% New 19 $1K
Siemens Fonds Invest GmbH 0.00% New 19 $1K
Armstrong Advisory Group, Inc. 0.00% No change 22 $1K
Mark Sheptoff Financial Planning, LLC 0.00% No change 18 $1K
West Branch Capital LLC 0.00% Reduce -60.0% 18 $1K
Atwood & Palmer Inc. 0.00% No change 18 $1K
Cheviot Value Management, LLC 0.00% New 18 $1K
Ball & Co Wealth Management Inc. 0.00% No change 26 $1K
Covestor Ltd 0.00% Add +7.7% 14 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 15 $1K
Centerpoint Advisors, LLC 0.00% No change 12 $1K
Ogorek Anthony Joseph /NY/ 0.00% No change 18 $1K
Valley National Advisers Inc. 0.00% No change 21 $1K
PrairieView Partners, LLC 0.00% No change 23 $1K
Cornerstone Planning Group LLC 0.00% No change 19 $992
Barnes Dennig Private Wealth Management LLC 0.00% — 17 $986
Pinnacle Bancorp, Inc. 0.00% No change 17 $986
Bangor Savings Bank 0.00% No change 17 $986
Harbour Investments, Inc. 0.00% No change 16 $942
Fiduciary Advisors, Inc. 0.00% No change 16 $928
Caitong International Asset Management Co., Ltd 0.00% Reduce -90.3% 16 $928
PFS Partners, LLC 0.00% No change 16 $928
Global Financial Private Client, LLC 0.00% Add +200.0% 15 $870
Tompkins Financial Corp. 0.00% No change 15 $870
Clarity Asset Management, Inc. 0.00% No change 14 $812
SOA Wealth Advisors, LLC. 0.00% No change 14 $812
Trust Co. of Vermont 0.00% No change 14 $812
CarsonAllaria Wealth Management, Ltd. 0.00% No change 13 $754
Moisand Fitzgerald Tamayo, LLC 0.00% Add +116.7% 13 $754
IAG Wealth Partners, LLC 0.00% Add +85.7% 13 $754
Ancora Advisors LLC 0.00% No change 13 $754
IFS Advisors, LLC 0.00% No change 13 $753
Principal Securities, Inc. 0.00% No change 15 $721
Tradewinds Capital Management, LLC 0.00% No change 12 $696
Rosenberg Matthew Hamilton 0.00% No change 12 $696
Stone House Investment Management, LLC 0.00% New 12 $696
NBT Bank, N.A. 0.00% New 11 $638
Heritage Wealth Advisors 0.00% No change 11 $638
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 10 $580
New England Capital Financial Advisors LLC 0.00% No change 10 $580
Rialto Wealth Management, LLC 0.00% New 10 $580
Concord Wealth Partners 0.00% No change 10 $580
Glen Eagle Advisors, LLC 0.00% No change 10 $580
CGC Financial Services, LLC 0.00% No change 9 $522
Addison Advisors LLC 0.00% No change 9 $522
Larson Financial Group LLC 0.00% Add +200.0% 9 $522
Winch Advisory Services, LLC 0.00% No change 8 $464
Quarry LP 0.00% New 8 $464
Nemes Rush Group LLC 0.00% No change 8 $464
Olistico Wealth, LLC 0.00% No change 7 $406
Pillar Financial Advisors, LLC 0.00% No change 7 $406
Global Trust Asset Management, LLC 0.00% No change 7 $406
Ameriflex Group, Inc. 0.00% New 7 $406
Stuart Chaussee & Associates, Inc. 0.00% No change 7 $406
Key Financial Inc 0.00% No change 7 $406
Private Wealth Management Group, LLC 0.00% No change 7 $406
Provenance Wealth Advisors, LLC 0.00% No change 7 $406
Tortoise Investment Management, LLC 0.00% No change 7 $406
Pacific Center for Financial Services 0.00% No change 6 $348
Laurel Wealth Advisors LLC 0.00% No change 6 $348
Synergy Investment Management, LLC 0.00% No change 6 $348
Evermay Wealth Management LLC 0.00% No change 6 $348
WealthTrak Capital Management LLC 0.00% No change 5 $290
High Note Wealth, LLC 0.00% No change 5 $290
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $290
Global Wealth Strategies & Associates 0.00% No change 5 $290
Cherry Tree Wealth Management, LLC 0.00% No change 5 $290
Valley Wealth Managers, Inc. 0.00% No change 5 $290
North Star Investment Management Corp. 0.00% Reduce -96.3% 5 $290
Plante Moran Financial Advisors, LLC 0.00% No change 5 $290
Asset Dedication, LLC 0.00% No change 5 $290
NewSquare Capital LLC 0.00% New 5 $290
Salomon & Ludwin, LLC 0.00% No change 5 $290
Glass Jacobson Investment Advisors llc 0.00% No change 5 $241
Strategic Investment Solutions, Inc. 0.00% Reduce -63.6% 4 $232
Ransom Advisory, Ltd 0.00% No change 4 $232
HFM Investment Advisors, LLC 0.00% — 4 $232
Medallion Wealth Advisors, LLC 0.00% No change 4 $232
WASHINGTON TRUST Co 0.00% New 4 $232
Vermillion & White Wealth Management Group, LLC 0.00% No change 3 $174
Marshall Investment Management, LLC 0.00% New 3 $174
Parkworth Wealth Management, Inc. 0.00% Reduce -25.0% 3 $174
Holos Integrated Wealth LLC 0.00% No change 3 $174
TD Capital Management LLC 0.00% No change 3 $174
MCF Advisors LLC 0.00% No change 3 $174
Security National Bank 0.00% No change 3 $174
Main Street Group, LTD 0.00% New 2 $116
Hager Investment Management Services, LLC 0.00% No change 2 $116
Brown, Lisle/Cummings, Inc. 0.00% No change 2 $116
First Command Advisory Services, Inc. 0.00% New 2 $116
Sound Income Strategies, LLC 0.00% Reduce -97.7% 2 $116
Vermillion Wealth Management, Inc. 0.00% No change 2 $116
Center for Financial Planning, Inc. 0.00% No change 2 $116
Crews Bank & Trust 0.00% No change 2 $116
Brown Brothers Harriman & Co. 0.00% New 1 $58
Ridgewood Investments LLC 0.00% No change 1 $58
Activest Wealth Management 0.00% No change 1 $58
Bay Harbor Wealth Management, LLC 0.00% New 1 $57
Curio Wealth, LLC 0.00% New 1 $48
Hantz Financial Services, Inc. 0.00% New 6 $0
Capital Advisors, Ltd. LLC 0.00% Add +25.0% 5 $0

"% of holder's portfolio" is BHF's weight in each manager's 13F, not the share of Brighthouse Financial Inc. the manager owns.