Brighthouse FinancialBHF

13F holders, Q2 2025 (June 30)
446holders +8
60new positions
55sold out
12famous investors
$53.55avg. 13F price*

At the end of Q2 2025, 446 institutions reported holding Brighthouse Financial Inc. (BHF) in their 13F filings, up 8 from Q1 2025. 60 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($307.2M), BlackRock, Inc. ($293.1M) and Dimensional Fund Advisors LP ($183.2M). 12 famous investors held it, including David Einhorn (6.4% of Greenlight Capital (DME Capital Management)'s portfolio), George Soros (1.1% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions60$123.5M
Exits55$97.3M

All 13F filers, Q1 2025 → Q2 2025: 7,304,098 shares bought and 5,596,242 shares sold, net +1,707,856 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 446 holders

Vanguard Group Inc. 0.01% Reduce -2.3% 5,713,513 $307.2M
BlackRock, Inc. 0.01% Reduce -0.6% 5,451,377 $293.1M
Dimensional Fund Advisors LP 0.04% Add +0.8% 3,407,271 $183.2M
Greenlight Capital (DME Capital Management) 6.38% Reduce -1.5% 2,760,097 $148.4M
State Street Corp. 0.00% Reduce -1.7% 2,197,884 $118.2M
American Century Companies Inc. 0.06% Add +8.9% 2,001,646 $107.6M
FMR LLC 0.01% Add +220.2% 1,849,409 $99.4M
UBS Group AG 0.02% Reduce -15.8% 1,723,214 $92.7M
Geode Capital Management, LLC 0.00% Reduce -2.3% 1,043,492 $56.1M
Victory Capital Management Inc. 0.03% Add +8.3% 987,649 $53.1M
Pentwater Capital Management LP 0.65% New 950,000 $51.1M
Woodline Partners LP 0.27% Add +331.8% 933,471 $50.2M
Balyasny Asset Management L.P. 0.11% Reduce -45.5% 898,869 $48.3M
Royal Bank of Canada 0.01% Reduce -9.3% 893,295 $48.0M
Marshall Wace, LLP 0.06% Reduce -18.1% 890,863 $47.9M
Norges Bank 0.01% Reduce -3.2% 765,893 $41.2M
Soros Fund Management 1.10% Add +48.0% 764,750 $41.1M
Northern Trust Corp. 0.00% Reduce -9.3% 653,439 $35.1M
Morgan Stanley 0.00% Add +18.4% 581,188 $31.3M
First Trust Advisors LP 0.02% Add +2224.3% 514,080 $27.6M
Two Sigma Investments, LP 0.05% Add +29.6% 496,347 $26.7M
AQR Capital Management 0.02% Reduce -23.9% 480,343 $25.8M
Bank of New York Mellon Corp 0.00% Reduce -6.1% 478,605 $25.7M
Arrowstreet Capital, Limited Partnership 0.02% Add +18.3% 466,560 $25.1M
Goldman Sachs Group Inc. 0.00% Add +73.9% 458,091 $24.6M
Charles Schwab Investment Management Inc. 0.00% Add +7.3% 414,695 $22.3M
Invesco Ltd. 0.00% Add +45.2% 390,004 $21.0M
Two Sigma Advisers, LP 0.04% Add +2.6% 368,300 $19.8M
Jacobs Levy Equity Management, Inc. 0.08% Reduce -43.4% 365,937 $19.7M
D. E. Shaw & Co. 0.02% Add +47.3% 336,976 $18.1M
Voloridge Investment Management, LLC 0.07% Reduce -46.4% 330,333 $17.8M
Bank of America Corp. 0.00% Add +120.1% 322,746 $17.4M
Bridgewater Associates 0.07% Add +8.8% 307,340 $16.5M
Prelude Capital Management, LLC 1.46% Add +2.9% 277,651 $14.9M
TIG Advisors, LLC 0.81% Add +49.0% 276,703 $14.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +15.6% 241,713 $13.0M
Cinctive Capital Management LP 0.60% Add +83.1% 199,836 $10.7M
Grace & White Inc. 1.94% Reduce -0.1% 194,675 $10.5M
Hennessy Advisors Inc. 0.31% New 173,447 $9.3M
JPMorgan Chase & Co. 0.00% Add +6.9% 160,977 $8.7M
Rhumbline Advisers 0.01% Reduce -2.4% 157,121 $8.4M
Brandywine Global Investment Management, LLC 0.06% Reduce -3.6% 150,931 $8.1M
Kawa Capital Management, Inc 14.70% New 150,000 $8.1M
Adage Capital Partners Gp, L.L.C. 0.01% New 150,000 $8.1M
Verition Fund Management LLC 0.05% Add +195.5% 149,605 $8.0M
Russell Investments Group, Ltd. 0.01% Add +9.8% 140,694 $7.6M
Sei Investments Co. 0.01% Add +2.2% 132,609 $7.1M
Jefferies Financial Group Inc. 0.12% Add +132.1% 132,066 $7.1M
Principal Financial Group Inc. 0.00% Reduce -3.6% 130,160 $7.0M
Twinbeech Capital LP 0.16% New 129,483 $7.0M
LSV Asset Management 0.02% Reduce -0.0% 127,404 $6.9M
Susquehanna International Group, LLP 0.01% Add +1023.7% 125,812 $6.8M
Quantinno Capital Management LP 0.03% Add +55.9% 125,786 $6.8M
Legal & General Group Plc 0.00% Add +7.0% 117,278 $6.3M
Lazard Asset Management LLC 0.01% Add +147.5% 112,566 $6.1M
Swiss National Bank 0.00% Reduce -3.6% 110,900 $6.0M
Renaissance Technologies 0.01% Reduce -1.5% 107,100 $5.8M
BI Asset Management Fondsmaeglerselskab A/S 0.05% New 99,273 $5.3M
Alpine Associates Management Inc. 0.28% New 97,175 $5.2M
Hillsdale Investment Management Inc. 0.19% New 96,000 $5.2M
Kestrel Investment Management Corp. 3.04% Reduce -4.3% 94,500 $5.1M
California Public Employees Retirement System 0.00% Add +1.6% 92,633 $5.0M
Millennium Management 0.00% Reduce -66.1% 89,024 $4.8M
Nuveen, LLC 0.00% Reduce -22.9% 87,549 $4.7M
Holocene Advisors, LP 0.01% Reduce -63.2% 87,447 $4.7M
Massachusetts Financial Services Co. 0.00% Add +28.5% 83,297 $4.5M
State of Wisconsin Investment Board 0.01% Add +46.5% 82,947 $4.5M
Franklin Resources Inc. 0.00% Reduce -0.1% 80,196 $4.3M
Caxton Associates LLP 0.11% Add +18.1% 77,307 $4.2M
Trexquant Investment LP 0.05% Add +85.3% 74,678 $4.0M
Ameriprise Financial Inc. 0.00% Reduce -0.4% 73,823 $4.0M
Deutsche Bank AG 0.00% Reduce -2.0% 73,752 $4.0M
HRT Financial LP 0.02% Add +95.9% 71,189 $3.8M
Retirement Systems of Alabama 0.01% Reduce -1.7% 70,167 $3.8M
New York State Teachers Retirement System 0.01% Reduce -3.7% 67,538 $3.6M
Alliancebernstein L.P. 0.00% Reduce -33.2% 66,979 $3.6M
Dark Forest Capital Management LP 0.14% Add +215.9% 65,114 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Add +22.1% 61,829 $3.3M
Man Group plc 0.01% Reduce -17.1% 61,377 $3.3M
ExodusPoint Capital Management, LP 0.04% New 59,313 $3.2M
California State Teachers Retirement System 0.00% No change 56,021 $3.0M
Tudor Investment Corporation 0.02% Reduce -58.0% 55,542 $3.0M
State Board of Administration of Florida Retirement System 0.01% Add +0.9% 53,428 $2.9M
Jane Street Group, LLC 0.00% Reduce -55.4% 51,742 $2.8M
Assenagon Asset Management S.A. 0.00% Reduce -18.5% 50,434 $2.7M
Independent Advisor Alliance 0.07% Reduce -23.3% 48,225 $2.6M
Corient Private Wealth LP 0.00% Add +134.8% 47,392 $2.5M
Pinnacle Holdings, LLC 1.05% Add +2.2% 46,915 $2.5M
SG Americas Securities, LLC 0.01% Reduce -63.1% 44,674 $2.4M
Point72 Asset Management 0.01% New 43,886 $2.4M
Barclays PLC 0.00% Reduce -80.5% 43,078 $2.3M
Engineers Gate Manager LP 0.03% New 42,990 $2.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -7.5% 42,902 $2.3M
T. Rowe Price Associates Inc. 0.00% Add +0.4% 40,990 $2.2M
O'shaughnessy Asset Management, LLC 0.01% Add +160.6% 40,795 $2.2M
LPL Financial LLC 0.00% Reduce -1.3% 39,200 $2.1M
STRS Ohio 0.01% Add +23.6% 38,067 $2.0M
Caption Management, LLC 0.18% New 37,000 $2.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +10.3% 36,781 $2.0M
Raymond James Financial Inc. 0.00% Add +170.8% 35,586 $1.9M
US Bancorp \de 0.00% Add +0.1% 35,582 $1.9M
WINTON GROUP Ltd 0.09% Add +48.2% 34,553 $1.9M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -17.4% 34,032 $1.8M
Gotham Asset Management 0.01% Add +201.9% 33,652 $1.8M
Citigroup Inc. 0.00% Reduce -16.5% 32,982 $1.8M
Citadel Advisors 0.00% Reduce -49.6% 32,553 $1.8M
Aquatic Capital Management LLC 0.04% Reduce -37.0% 32,344 $1.7M
State of New Jersey Common Pension Fund D 0.01% Reduce -1.5% 32,048 $1.7M
Scientech Research LLC 0.41% Add +89.1% 30,946 $1.7M
MetLife Investment Management, LLC 0.01% Reduce -5.1% 30,908 $1.7M
New York State Common Retirement Fund 0.00% No change 30,822 $1.7M
Ingalls & Snyder LLC 0.06% Reduce -1.0% 29,553 $1.6M
Mutual of America Capital Management LLC 0.02% Reduce -5.4% 28,551 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -10.4% 28,702 $1.5M
Schonfeld Strategic Advisors LLC 0.01% Reduce -72.4% 27,686 $1.5M
Janus Henderson Group PLC 0.00% Reduce -0.1% 26,803 $1.4M
Treasurer of the State of North Carolina 0.00% Reduce -0.5% 26,695 $1.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 26,500 $1.4M
Amalgamated Bank 0.01% Reduce -2.0% 26,251 $1.4M
Axq Capital, LP 0.45% Add +178.3% 25,757 $1.4M
Redwood Investment Management, LLC 0.14% Add +12.2% 25,267 $1.4M
Quantbot Technologies LP 0.03% Reduce -67.1% 24,614 $1.3M
State of Tennessee, Department of Treasury 0.00% Reduce -23.1% 24,218 $1.3M
Capital Fund Management S.A. 0.01% Add +118.7% 23,911 $1.3M
Wellington Management Group LLP 0.00% Reduce -29.1% 23,633 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 23,356 $1.3M
Harbor Capital Advisors, Inc. 0.05% Add +6.7% 23,164 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% Add +3.5% 22,666 $1.2M
Interval Partners, LP 0.03% Reduce -58.1% 22,377 $1.2M
Creative Planning 0.00% Add +66.3% 21,493 $1.2M
Maltese Capital Management LLC 0.15% New 20,000 $1.1M
American Assets Investment Management, LLC 0.09% No change 20,000 $1.1M
Algert Global LLC 0.02% Reduce -71.7% 19,606 $1.1M
Caisse Des Depots Et Consignations 0.04% Reduce -68.3% 19,295 $1.0M
Yousif Capital Management, LLC 0.01% Reduce -4.6% 19,281 $1.0M
Headlands Technologies LLC 0.12% Reduce -60.9% 19,120 $1.0M
Stifel Financial Corp. 0.00% Add +25.1% 19,060 $1.0M
Range Financial Group LLC 0.40% Reduce -8.4% 18,863 $1.0M
Ensign Peak Advisors, Inc 0.00% Reduce -13.9% 18,817 $1.0M
Ieq Capital, LLC 0.01% Reduce -29.3% 18,794 $1.0M
Teacher Retirement System of Texas 0.00% Add +36.6% 18,381 $988K
Simplex Trading, LLC 0.03% New 18,334 $985K
Public Employees Retirement System of Ohio 0.00% Reduce -0.8% 18,071 $972K
Squarepoint Ops LLC 0.00% New 18,027 $969K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5.8% 17,872 $961K
Arizona State Retirement System 0.01% Reduce -0.5% 16,937 $911K
Mercer Global Advisors Inc. 0.00% New 16,460 $885K
Commerce Bank 0.01% Add +4.4% 16,418 $883K
Louisiana State Employees Retirement System 0.02% Reduce -1.2% 16,200 $871K
Comerica Bank 0.00% Reduce -4.6% 15,980 $859K
Virtu Financial LLC 0.04% New 15,509 $834K
Bryce Point Capital, LLC 0.70% Add +22.9% 15,462 $831K
Y-Intercept (Hong Kong) Ltd 0.02% New 14,901 $801K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +5.2% 14,750 $793K
Chemistry Wealth Management LLC 0.17% Reduce -2.3% 14,672 $789K
Jump Financial, LLC 0.01% Reduce -85.1% 14,590 $785K
QRG Capital Management, Inc. 0.01% New 14,545 $782K
Cerity Partners LLC 0.00% Reduce -7.0% 14,514 $780K
Atlas Capital Advisors Inc. 0.09% Reduce -1.2% 14,418 $775K
New Mexico Educational Retirement Board 0.02% No change 14,000 $753K
Supplemental Annuity Collective Trust of NJ 0.21% No change 14,000 $753K
State of Michigan Retirement System 0.00% Reduce -2.1% 13,768 $740K
Thrivent Financial for Lutherans 0.00% Reduce -1.7% 13,517 $727K
J.W. Cole Advisors, Inc. 0.02% New 13,484 $725K
Entropy Technologies, LP 0.06% New 13,317 $716K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.7% 12,818 $689K
FJ Capital Management LLC 0.07% New 12,719 $684K
Maverick Capital 0.01% No change 12,634 $679K
Kendall Capital Management 0.18% Add +8.5% 12,505 $672K
Centiva Capital, LP 0.04% Add +248.7% 12,500 $672K
Four Tree Island Advisory LLC 0.46% Add +1.8% 12,262 $659K
Brevan Howard Capital Management LP 0.01% Reduce -25.2% 12,230 $658K
KLP Kapitalforvaltning As 0.00% Add +3.4% 12,200 $656K
Mackenzie Financial Corp. 0.00% Add +44.0% 11,879 $639K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.7% 11,735 $631K
Handelsbanken Fonder AB 0.00% No change 11,700 $629K
American Financial Group Inc. 0.23% No change 11,362 $611K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.4% 11,151 $600K
Aigen Investment Management, LP 0.08% Add +18.6% 11,056 $594K
Elo Mutual Pension Insurance Co 0.01% New 10,862 $584K
Magnetar Financial LLC 0.00% New 10,635 $572K
Sterling Capital Management LLC 0.01% Add +7.3% 10,528 $566K
Vanguard Personalized Indexing Management, LLC 0.01% Add +22.3% 10,524 $566K
Joel Isaacson & Co., LLC 0.02% Reduce -21.7% 10,484 $564K
Campbell & CO Investment Adviser LLC 0.03% Add +61.3% 10,272 $552K
Storebrand Asset Management As 0.00% No change 10,268 $552K
Cambria Investment Management, L.P. 0.04% Add +3.4% 9,862 $530K
Agf Management Ltd. 0.00% Add +1.6% 9,828 $528K
BNP Paribas Financial Markets 0.00% Reduce -15.6% 9,743 $524K
Pathstone Holdings, LLC 0.00% Reduce -6.3% 9,449 $508K
Osaic Holdings, Inc. 0.00% Add +558.8% 9,309 $501K
Lighthouse Investment Partners, LLC 0.02% Reduce -76.6% 8,761 $471K
Tidal Investments LLC 0.00% New 8,713 $468K
Nisa Investment Advisors, LLC 0.00% Add +0.1% 8,676 $467K
Public Employees Retirement Association of Colorado 0.00% No change 8,116 $436K
Harvest Management LLC 0.21% New 8,000 $430K
Fruth Investment Management 0.11% Reduce -3.8% 7,700 $414K
New Age Alpha Advisors, LLC 0.02% Reduce -10.2% 7,693 $414K
iSAM Funds (UK) Ltd 0.09% New 7,661 $412K
Kestra Advisory Services, LLC 0.00% Add +0.9% 7,613 $409K
Federated Hermes, Inc. 0.00% Reduce -46.2% 7,604 $409K
Counterpoint Mutual Funds LLC 0.04% New 7,557 $406K
Pictet Asset Management Holding SA 0.00% Reduce -9.8% 7,555 $406K
AREX Capital Management, LP 0.79% New 7,500 $403K
Quadrature Capital Ltd 0.01% Add +1.7% 7,344 $395K
Natixis 0.00% New 7,043 $379K
Bank of Montreal 0.00% Reduce -11.4% 7,010 $377K
Picton Mahoney Asset Management 0.01% New 6,750 $363K
Optimize Financial Inc. 0.22% Reduce -0.7% 6,664 $358K
Prudential Financial Inc. 0.00% Add +12.5% 6,509 $350K
Xponance LLC 0.00% Reduce -5.8% 6,465 $348K
State of Alaska, Department of Revenue 0.00% Reduce -4.7% 6,456 $347K
Voya Investment Management LLC 0.00% Reduce -12.8% 6,385 $343K
Bessemer Group Inc. 0.00% Reduce -69.7% 6,398 $343K
NJ State Employees Deferred Compensation Plan 0.04% No change 6,000 $323K
Institute for Wealth Management, LLC. 0.04% No change 5,978 $321K
Quadrant Capital Group LLC 0.01% Reduce -0.6% 5,969 $321K
State of Wyoming 0.04% New 5,906 $318K
DRW Securities, LLC 0.02% New 5,845 $314K
&partners 0.00% Add +1.0% 5,840 $314K
Readystate Asset Management LP 0.02% New 5,751 $309K
Cwm, LLC 0.00% Reduce -3.5% 5,639 $303K
Commonwealth Equity Services, LLC 0.00% Reduce -1.5% 5,639 $303K
Polymer Capital Management (US) LLC 0.05% Reduce -39.9% 5,590 $301K
Edgestream Partners, L.P. 0.01% Add +39.8% 5,566 $299K
Aster Capital Management (DIFC) Ltd 0.07% New 5,535 $298K
M&T Bank Corp 0.00% Reduce -13.4% 5,275 $284K
Wells Fargo & Company 0.00% Reduce -13.6% 5,216 $280K
Cibc World Market Inc. 0.00% Add +1.8% 5,066 $272K
XTX Topco Ltd 0.01% Reduce -72.3% 5,049 $271K
Highland Capital Management, LLC 0.01% Add +0.1% 4,911 $264K
Great Lakes Advisors, LLC 0.00% New 4,817 $259K
Mariner, LLC 0.00% Reduce -32.3% 4,812 $259K
Coldstream Capital Management Inc. 0.00% Reduce -2.3% 4,526 $243K
Robeco Institutional Asset Management B.V. 0.00% New 4,516 $243K
DekaBank Deutsche Girozentrale 0.00% No change 4,427 $240K
Securian Asset Management, Inc. 0.01% Reduce -2.3% 4,287 $231K
Guggenheim Capital LLC 0.00% Reduce -9.4% 4,216 $227K
Bogart Wealth, LLC 0.01% Add +0.9% 206,760 $212K
PNC Financial Services Group, Inc. 0.00% Reduce -1.9% 3,531 $190K
Signaturefd, LLC 0.00% Reduce -4.6% 2,994 $161K
Tower Research Capital LLC (TRC) 0.00% Reduce -2.8% 2,791 $150K
GAMMA Investing LLC 0.01% Add +18.7% 2,415 $130K
CIBC Private Wealth Group LLC 0.00% Reduce -0.6% 2,006 $108K
National Bank of Canada 0.00% Add +10.5% 1,995 $107K
KBC Group NV 0.00% Reduce -41.0% 1,572 $85K
Parallel Advisors, LLC 0.00% Add +19.4% 1,364 $73K
Covestor Ltd 0.04% Add +9000.0% 1,274 $69K
Caitong International Asset Management Co., Ltd 0.05% Add +7756.3% 1,257 $68K
IFP Advisors, Inc 0.00% Add +1900.0% 740 $62K
Point72 Hong Kong Ltd 0.00% New 1,106 $59K
UMB Bank, n.a. 0.00% Reduce -14.7% 1,024 $55K
Fifth Third Bancorp 0.00% Reduce -6.7% 1,010 $54K
Nomura Asset Management Co. Ltd. 0.00% No change 980 $53K
Ameriflex Group, Inc. 0.02% Add +12371.4% 873 $47K
Brooklyn Investment Group 0.01% Reduce -1.8% 750 $40K
Grove Bank & Trust 0.00% No change 725 $39K
Danske Bank A/S 0.00% New 700 $38K
AlphaQuest LLC 0.00% Reduce -87.2% 674 $36K
Smartleaf Asset Management LLC 0.00% Add +66.5% 566 $31K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 540 $29K
Allworth Financial LP 0.00% Reduce -8.0% 493 $27K
EverSource Wealth Advisors, LLC 0.00% Add +62.5% 473 $25K
Parkside Financial Bank & Trust 0.00% Add +5.3% 437 $23K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -17.2% 415 $22K
Arax Advisory Partners 0.00% Add +296.1% 404 $22K
Farther Finance Advisors, LLC 0.00% Reduce -14.1% 385 $21K
Whittier Trust Co. of Nevada Inc. 0.00% No change 376 $20K
Versant Capital Management, Inc 0.00% Reduce -40.7% 369 $20K
Matrix Trust Co 0.00% Reduce -2.4% 332 $18K
Principal Securities, Inc. 0.00% Add +2126.7% 334 $18K
Investors Research Corp 0.00% No change 320 $17K
True Wealth Design, LLC 0.01% Add +7.2% 298 $16K
Hilltop National Bank 0.00% — 267 $14K
Global Retirement Partners, LLC 0.00% — 256 $14K
St Germain D J Co. Inc. 0.00% Add +147.3% 225 $12K
Rise Advisors, LLC 0.00% No change 224 $12K
Salem Investment Counselors Inc. 0.00% Reduce -1.9% 209 $11K
Essential Partners LLC 0.00% — 207 $11K
Hantz Financial Services, Inc. 0.00% Add +3300.0% 204 $11K
Jones Financial Companies LLLP 0.00% Add +27.7% 189 $10K
MAI Capital Management 0.00% Add +38.8% 168 $9K
Eastern Bank 0.00% No change 156 $8K
Whittier Trust Co. 0.00% No change 150 $8K
Twin Peaks Wealth Advisors, LLC 0.00% New 173 $8K
Optiver Holding B.V. 0.00% Add +14.2% 145 $8K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 145 $8K
Federation des caisses Desjardins du Quebec 0.00% Reduce -8.6% 138 $7K
Roble, Belko & Company, Inc 0.00% New 130 $7K
Hemington Wealth Management 0.00% Add +24.5% 132 $7K
Independence Bank of Kentucky 0.00% No change 123 $7K
LRI Investments, LLC 0.00% No change 120 $6K
CoreCap Advisors, LLC 0.00% Reduce -16.0% 110 $6K
TFC Financial Management, Inc. 0.00% No change 100 $5K
Physician Wealth Advisors, Inc. 0.00% Add +395.0% 99 $5K
Clearstead Advisors, LLC 0.00% New 99 $5K
Geneos Wealth Management Inc. 0.00% Add +38.8% 93 $5K
BankPlus Trust Department 0.00% No change 91 $5K
Blue Trust, Inc. 0.00% Add +14.5% 87 $5K
Traub Capital Management LLC 0.00% — 86 $5K
NewEdge Advisors, LLC 0.00% No change 80 $4K
Ameritas Advisory Services, LLC 0.00% New 79 $4K
Clearstead Trust, LLC 0.00% Reduce -1.4% 72 $4K
Steward Partners Investment Advisory, LLC 0.00% No change 71 $4K
SouthState Bank Corp 0.00% No change 66 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 63 $3K
Colonial Trust Advisors 0.00% No change 63 $3K
Caldwell Trust Co 0.00% Reduce -13.2% 59 $3K
Lanark Financial, Inc. 0.00% No change 72 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +27.9% 55 $3K
Assetmark, Inc. 0.00% Reduce -25.0% 54 $3K
Graney & King, LLC 0.00% No change 54 $3K
WPG Advisers, LLC 0.00% No change 52 $3K
AdvisorNet Financial, Inc 0.00% Add +4.1% 51 $3K
Farmers & Merchants Investments Inc. 0.00% Add +10.9% 51 $3K
Red Tortoise LLC 0.00% No change 49 $3K
Barrett & Company, Inc. 0.00% No change 47 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 46 $2K
Sittner & Nelson, LLC 0.00% No change 44 $2K
Rothschild Investment LLC 0.00% Reduce -10.2% 44 $2K
McIlrath & Eck, LLC 0.00% No change 43 $2K
HHM Wealth Advisors, LLC 0.00% No change 40 $2K
SBI Securities Co., Ltd. 0.00% Reduce -4.8% 40 $2K
Spire Wealth Management 0.00% Reduce -29.8% 40 $2K
Beacon Capital Management, LLC 0.00% Reduce -7.3% 38 $2K
Leonteq Securities AG 0.00% New 38 $2K
Tsfg, LLC 0.00% No change 40 $2K
MTM Investment Management, LLC 0.00% New 37 $2K
MV Capital Management, Inc. 0.00% No change 34 $2K
Fortitude Family Office, LLC 0.00% New 34 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -53.0% 31 $2K
Atlantic Union Bankshares Corp 0.00% New 30 $2K
CVA Family Office, LLC 0.00% Reduce -25.0% 30 $2K
Quaker Wealth Management, LLC 0.00% — 29 $2K
Abound Wealth Management 0.00% New 29 $2K
Bell Investment Advisors, Inc 0.00% New 29 $2K
Total Investment Management Inc. 0.00% New 29 $2K
Stephens Consulting, LLC 0.00% Add +3.7% 28 $2K
Hughes Financial Services, LLC 0.00% Add +24.0% 31 $1K
Oakworth Capital, Inc. 0.00% No change 27 $1K
Wilmington Savings Fund Society, FSB 0.00% No change 26 $1K
Prestige Wealth Management Group LLC 0.00% No change 24 $1K
Horizons Wealth Management 0.00% No change 24 $1K
Lowe Wealth Advisors, LLC 0.00% No change 24 $1K
TD Waterhouse Canada Inc. 0.00% Reduce -50.0% 24 $1K
Armstrong Advisory Group, Inc. 0.00% No change 22 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 21 $1K
Gen-Wealth Partners Inc 0.00% No change 21 $1K
Friedenthal Financial 0.00% New 20 $1K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +53.9% 20 $1K
Financial Freedom, LLC 0.00% No change 20 $1K
Cape Investment Advisory, Inc. 0.00% No change 19 $1K
Siemens Fonds Invest GmbH 0.00% No change 19 $1K
Huntington National Bank 0.00% Reduce -13.6% 19 $1K
Ball & Co Wealth Management Inc. 0.00% No change 26 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 15 $1K
Centerpoint Advisors, LLC 0.00% No change 12 $1K
Valley National Advisers Inc. 0.00% No change 21 $1K
PrairieView Partners, LLC 0.00% No change 23 $1K
Mark Sheptoff Financial Planning, LLC 0.00% No change 18 $968
West Branch Capital LLC 0.00% No change 18 $968
Atwood & Palmer Inc. 0.00% No change 18 $968
Colonial Trust Co / SC 0.00% Reduce -14.3% 18 $968
IFS Advisors, LLC 0.00% Add +38.5% 18 $967
Pinnacle Bancorp, Inc. 0.00% No change 17 $914
Bangor Savings Bank 0.00% No change 17 $914
Cornerstone Planning Group LLC 0.00% No change 19 $889
Fiduciary Advisors, Inc. 0.00% No change 16 $861
PFS Partners, LLC 0.00% No change 16 $861
SJS Investment Consulting Inc. 0.00% Reduce -33.3% 16 $861
Tompkins Financial Corp. 0.00% No change 15 $807
Cheviot Value Management, LLC 0.00% No change 18 $801
Harbour Investments, Inc. 0.00% Reduce -12.5% 14 $766
Clarity Asset Management, Inc. 0.00% No change 14 $753
Rialto Wealth Management, LLC 0.00% Add +40.0% 14 $753
SOA Wealth Advisors, LLC. 0.00% No change 14 $753
Trust Co. of Vermont 0.00% No change 14 $753
Larson Financial Group LLC 0.00% Add +55.6% 14 $753
IAG Wealth Partners, LLC 0.00% No change 13 $700
CarsonAllaria Wealth Management, Ltd. 0.00% No change 13 $699
Ancora Advisors LLC 0.00% No change 13 $699
Valued Wealth Advisors LLC 0.00% New 12 $646
Tradewinds Capital Management, LLC 0.00% No change 12 $646
Rosenberg Matthew Hamilton 0.00% No change 12 $645
Stone House Investment Management, LLC 0.00% No change 12 $645
Country Trust Bank 0.00% New 12 $645
Key Financial Inc 0.00% Add +57.1% 11 $591
Concord Wealth Partners 0.00% Add +10.0% 11 $591
NBT Bank, N.A. 0.00% No change 11 $591
Heritage Wealth Advisors 0.00% No change 11 $591
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 10 $538
New England Capital Financial Advisors LLC 0.00% No change 10 $538
Glen Eagle Advisors, LLC 0.00% No change 10 $538
Oliver Lagore Vanvalin Investment Group 0.00% — 9 $522
Cromwell Holdings LLC 0.00% New 9 $484
CGC Financial Services, LLC 0.00% No change 9 $484
Addison Advisors LLC 0.00% No change 9 $484
Winch Advisory Services, LLC 0.00% No change 8 $430
Nemes Rush Group LLC 0.00% No change 8 $430
Pillar Financial Advisors, LLC 0.00% No change 7 $377
Private Wealth Management Group, LLC 0.00% No change 7 $377
Global Trust Asset Management, LLC 0.00% No change 7 $376
Olistico Wealth, LLC 0.00% No change 7 $376
Stuart Chaussee & Associates, Inc. 0.00% No change 7 $376
Provenance Wealth Advisors, LLC 0.00% No change 7 $376
Valley Wealth Managers, Inc. 0.00% Add +40.0% 7 $376
Tortoise Investment Management, LLC 0.00% No change 7 $376
Pacific Center for Financial Services 0.00% No change 6 $323
HFM Investment Advisors, LLC 0.00% Add +50.0% 6 $323
Private Trust Co. NA 0.00% Reduce -97.5% 6 $323
WealthTrak Capital Management LLC 0.00% No change 5 $269
HighMark Wealth Management LLC 0.00% New 5 $269
High Note Wealth, LLC 0.00% No change 5 $269
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $269
Global Wealth Strategies & Associates 0.00% No change 5 $269
Glass Jacobson Investment Advisors llc 0.00% No change 5 $269
Cherry Tree Wealth Management, LLC 0.00% No change 5 $269
North Star Investment Management Corp. 0.00% No change 5 $269
Plante Moran Financial Advisors, LLC 0.00% No change 5 $269
Asset Dedication, LLC 0.00% No change 5 $269
NewSquare Capital LLC 0.00% No change 5 $269
Salomon & Ludwin, LLC 0.00% No change 5 $269
HM Payson & Co. 0.00% New 4 $216
Bay Harbor Wealth Management, LLC 0.00% Add +300.0% 4 $215
Strategic Investment Solutions, Inc. 0.00% No change 4 $215
Ransom Advisory, Ltd 0.00% No change 4 $215
Medallion Wealth Advisors, LLC 0.00% No change 4 $215
CENTRAL TRUST Co 0.00% New 3 $162
MCF Advisors LLC 0.00% No change 3 $162
Vermillion & White Wealth Management Group, LLC 0.00% No change 3 $161
Parkworth Wealth Management, Inc. 0.00% No change 3 $161
Security National Bank 0.00% No change 3 $161
Walleye Capital LLC 0.00% Reduce -100.0% 3 $161
Holos Integrated Wealth LLC 0.00% No change 3 $134
Livelsberger Financial Advisory 0.00% New 2 $108
Hager Investment Management Services, LLC 0.00% No change 2 $108
Brown, Lisle/Cummings, Inc. 0.00% No change 2 $108
Sound Income Strategies, LLC 0.00% No change 2 $108
Center for Financial Planning, Inc. 0.00% No change 2 $108
Crews Bank & Trust 0.00% No change 2 $108
Brown Brothers Harriman & Co. 0.00% No change 1 $54
Ridgewood Investments LLC 0.00% No change 1 $54
Curio Wealth, LLC 0.00% No change 1 $54
Ogorek Anthony Joseph /NY/ 0.00% No change 18 $0
Capital Advisors, Ltd. LLC 0.00% Reduce -20.0% 4 $0
Coston, McIsaac & Partners 0.00% New 8 $0

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