Brighthouse FinancialBHF

13F holders, Q2 2026 (June 30)
474holders +7
50new positions
45sold out
9famous investors
$63.25avg. 13F price*

At the end of Q2 2026, 474 institutions reported holding Brighthouse Financial Inc. (BHF) in their 13F filings, up 7 from Q1 2026. 50 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($341.4M), UBS Group AG ($265.9M) and Dimensional Fund Advisors LP ($230.1M). 9 famous investors held it, including David Einhorn (4.6% of Greenlight Capital (DME Capital Management)'s portfolio), George Soros (1.2% of Soros Fund Management's portfolio) and Israel Englander (0.1% of Millennium Management'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions50$44.6M
Exits45$81.0M

All 13F filers, Q1 2026 → Q2 2026: 5,231,346 shares bought and 6,042,734 shares sold, net −811,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 474 holders

BlackRock, Inc. 0.01% Add +2.3% 5,393,709 $341.4M
UBS Group AG 0.04% Add +12.5% 4,200,939 $265.9M
Dimensional Fund Advisors LP 0.04% Add +2.2% 3,634,379 $230.1M
Greenlight Capital (DME Capital Management) 4.60% No change 2,842,100 $179.9M
American Century Companies Inc. 0.07% Add +2.4% 2,653,810 $168.0M
Vanguard Capital Management LLC 0.00% Add +1.1% 2,596,834 $164.4M
Vanguard Portfolio Management LLC 0.01% Reduce -0.3% 2,491,401 $157.7M
State Street Corp. 0.00% Add +7.4% 2,082,421 $131.8M
Morgan Stanley 0.01% Add +45.9% 1,878,445 $118.9M
Millennium Management 0.05% Reduce -20.2% 1,218,367 $77.1M
Soros Fund Management 1.24% Add +31.8% 1,116,250 $70.7M
Geode Capital Management, LLC 0.00% Reduce -0.1% 1,098,870 $69.6M
AQR Arbitrage LLC 1.01% Add +9.1% 927,295 $58.7M
Alliancebernstein L.P. 0.02% Add +10.7% 922,760 $55.3M
HSBC Holdings PLC 0.03% Add +59.4% 865,171 $54.9M
Kryger Capital LLC 2.78% Add +53.1% 769,937 $48.7M
Goldman Sachs Group Inc. 0.00% Add +11.1% 726,823 $46.0M
Qube Research & Technologies Ltd 0.05% Add +484.2% 694,671 $44.0M
Citigroup Inc. 0.02% Add +0.8% 689,207 $43.6M
Charles Schwab Investment Management Inc. 0.00% Add +3.5% 587,029 $37.2M
Northern Trust Corp. 0.00% Reduce -2.7% 582,994 $36.9M
Nexpoint Asset Management, L.P. 2.48% Add +1.1% 582,977 $36.9M
Franklin Resources Inc. 0.01% Reduce -26.2% 570,803 $36.1M
Highbridge Capital Management LLC 2.11% Add +14.8% 503,412 $32.0M
Alpine Associates Management Inc. 1.95% Add +8.1% 490,920 $31.1M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Reduce -35.0% 418,000 $26.5M
Calamos Advisors LLC 0.13% No change 391,771 $24.8M
Vanguard Fiduciary Trust Co. 0.01% Add +1.6% 361,718 $22.9M
Oddo BHF Asset Management Sas 1.00% No change 340,000 $21.5M
Bank of New York Mellon Corp 0.00% Reduce -7.0% 329,974 $20.9M
Jefferies Financial Group Inc. 0.19% Add +2.6% 312,710 $19.8M
Prelude Capital Management, LLC 1.42% Reduce -0.2% 304,880 $19.3M
Norges Bank 0.00% — 294,000 $18.6M
Quantinno Capital Management LP 0.02% Add +52.9% 285,943 $18.1M
Balyasny Asset Management L.P. 0.03% Reduce -27.3% 265,374 $16.8M
Glazer Capital, LLC 0.42% Reduce -89.1% 260,639 $16.5M
Invesco Ltd. 0.00% Reduce -40.3% 247,804 $15.7M
Two Sigma Investments, LP 0.01% Add +1400.4% 245,044 $15.5M
Allianz Asset Management GmbH 0.01% Add +5.5% 225,686 $14.3M
Marshall Wace, LLP 0.01% Add +37.2% 214,276 $13.6M
Squarepoint Ops LLC 0.03% Reduce -3.6% 205,079 $13.0M
Natixis 0.06% Add +169.3% 204,595 $13.0M
First Trust Advisors LP 0.01% Reduce -42.8% 203,578 $12.9M
Arrowstreet Capital, Limited Partnership 0.01% Add +15.2% 194,882 $12.3M
Grace & White Inc. 1.90% No change 187,642 $11.9M
Man Group plc 0.02% New 176,444 $11.2M
Gotham Asset Management 0.02% Reduce -0.8% 159,729 $10.1M
Syquant Capital Sas 2.18% Reduce -9.4% 153,852 $9.7M
Groupe la Francaise 0.12% Reduce -15.4% 153,089 $9.7M
Rhumbline Advisers 0.01% Add +0.0% 148,515 $9.4M
Citadel Advisors 0.01% Add +974.0% 144,008 $9.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.6% 142,717 $9.0M
Principal Financial Group Inc. 0.00% Add +1.7% 129,870 $8.2M
Bank of America Corp. 0.00% Add +21.9% 125,064 $7.9M
Barclays PLC 0.00% Add +92.4% 124,660 $7.9M
Credit Industriel Et Commercial 1.35% Reduce -15.4% 116,192 $7.4M
Swiss National Bank 0.00% Add +1.4% 114,700 $7.3M
Nuveen, LLC 0.00% Add +15.6% 112,059 $7.1M
LSV Asset Management 0.01% Reduce -0.8% 105,773 $6.7M
Murchinson Ltd. 3.23% Add +2673.8% 103,740 $6.6M
Athos Capital Ltd 2.28% Reduce -23.1% 100,000 $6.3M
Mizuho Markets Americas LLC 0.11% New 100,000 $6.3M
National Bank of Canada 0.01% New 100,000 $6.3M
ADAR1 Capital Management, LLC 0.29% No change 95,523 $6.0M
Retirement Systems of Alabama 0.02% Reduce -10.7% 91,644 $5.8M
Gardner Lewis Asset Management L P 1.28% No change 91,014 $5.8M
Kestrel Investment Management Corp. 3.12% No change 90,400 $5.7M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -58.1% 90,111 $5.7M
Polar Asset Management Partners Inc. 0.14% Add +323.8% 89,289 $5.7M
JPMorgan Chase & Co. 0.00% Reduce -52.7% 85,872 $5.6M
Gabelli Funds LLC 0.03% Add +8.4% 84,664 $5.4M
Susquehanna Fundamental Investments, LLC 0.10% Add +8.3% 82,230 $5.2M
Legal & General Group Plc 0.00% Reduce -4.7% 79,142 $5.0M
AQR Capital Management 0.00% Reduce -73.3% 75,929 $4.8M
NINE MASTS CAPITAL Ltd 0.62% Reduce -1.4% 69,788 $4.4M
Kapitalo Investimentos Ltda 0.34% No change 67,400 $4.3M
J.W. Cole Advisors, Inc. 0.07% Add +93.4% 67,001 $4.2M
California State Teachers Retirement System 0.00% Reduce -5.2% 65,953 $4.2M
Centiva Capital, LP 0.13% Reduce -24.4% 61,886 $3.9M
Public Employees Retirement System of Ohio 0.01% Reduce -0.5% 61,158 $3.9M
Four Tree Island Advisory LLC 1.25% Add +139.4% 59,804 $3.8M
New York Life Investment Management LLC 0.03% Reduce -1.9% 59,558 $3.8M
Tidal Investments LLC 0.01% Reduce -53.0% 58,688 $3.7M
Verition Fund Management LLC 0.03% Reduce -20.0% 57,343 $3.6M
Ameriprise Financial Inc. 0.00% Reduce -1.0% 57,288 $3.6M
New York State Teachers Retirement System 0.01% Reduce -7.0% 57,166 $3.6M
Mangrove Partners Im, LLC 0.23% Add +0.1% 56,180 $3.6M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.51% Add +16.8% 55,550 $3.5M
T. Rowe Price Associates Inc. 0.00% Add +6.2% 54,632 $3.5M
Russell Investments Group, Ltd. 0.00% Reduce -17.8% 54,178 $3.4M
Bank of Nova Scotia 0.01% New 53,000 $3.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +0.5% 51,535 $3.3M
Alberta Investment Management Corp 0.02% No change 50,000 $3.2M
Westchester Capital Management, LLC 0.16% No change 49,090 $3.1M
Raymond James Financial Inc. 0.00% Add +2.8% 47,396 $3.0M
Algert Global LLC 0.04% No change 46,786 $3.0M
Wolverine Asset Management LLC 0.15% No change 45,499 $2.9M
Lazard Asset Management LLC 0.00% Reduce -23.0% 45,252 $2.9M
Tudor Investment Corporation 0.01% Add +156.0% 44,594 $2.8M
LPL Financial LLC 0.00% Reduce -1.1% 44,335 $2.8M
Pinnacle Holdings, LLC 0.91% Reduce -0.9% 43,518 $2.8M
Yakira Capital Management, Inc. 0.81% Reduce -12.2% 43,265 $2.7M
Waterfront Wealth Inc. 0.39% Add +0.7% 37,670 $2.5M
WINTON GROUP Ltd 0.08% Reduce -73.8% 37,602 $2.4M
Summit Trail Advisors, LLC 0.03% Add +14.7% 35,844 $2.3M
P Schoenfeld Asset Management LP 1.35% New 35,600 $2.3M
DLD Asset Management, LP 0.61% New 35,448 $2.2M
State Board of Administration of Florida Retirement System 0.00% Reduce -3.2% 34,896 $2.2M
CANADA LIFE ASSURANCE Co 0.00% Add +2.6% 34,504 $2.2M
US Bancorp \de 0.00% Add +1.3% 34,152 $2.2M
Equitec Proprietary Markets, LLC 0.53% Add +142.7% 34,020 $2.2M
Susquehanna International Group, LLP 0.00% Add +267.0% 33,031 $2.1M
CSS LLC 0.28% Reduce -16.7% 32,485 $2.1M
Mercer Global Advisors Inc. 0.00% Add +1.4% 32,176 $2.0M
Maven Securities LTD 0.13% New 30,235 $1.9M
Creative Planning 0.00% Add +14.3% 29,583 $1.9M
New York State Common Retirement Fund 0.00% Reduce -5.2% 29,222 $1.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -19.9% 29,199 $1.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.3% 29,156 $1.8M
FMR LLC 0.00% Add +257.1% 28,678 $1.8M
Water Island Capital LLC 0.20% Reduce -15.4% 28,329 $1.8M
Tokio Marine Asset Management Co. Ltd. 0.06% New 28,300 $1.8M
Corient Private Wealth LP 0.00% Reduce -32.8% 27,925 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -2.1% 27,524 $1.7M
Skandinaviska Enskilda Banken AB (publ) 0.07% Reduce -50.0% 27,500 $1.7M
Caxton Associates LLP 0.03% Reduce -7.3% 26,892 $1.7M
Jupiter Topco LLC 0.00% — 26,803 $1.7M
Police & Firemen's Retirement System of New Jersey 0.01% Add +4.9% 26,338 $1.7M
Amalgamated Bank 0.01% Reduce -4.3% 25,298 $1.6M
Mint Tower Capital Management B.V. 0.39% No change 25,000 $1.6M
Rangeley Capital, LLC 1.56% No change 25,000 $1.6M
Mariner Investment Group LLC 0.59% New 25,000 $1.6M
Carlson Capital, L.P. 0.33% Add +13.6% 25,000 $1.6M
Treasurer of the State of North Carolina 0.00% Reduce -1.1% 24,185 $1.5M
Independent Advisor Alliance 0.04% Reduce -9.9% 23,926 $1.5M
Kintayl Capital LP 0.73% Reduce -4.6% 23,913 $1.5M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.7% 23,763 $1.5M
Vanguard Global Advisers, LLC 0.00% Reduce -6.2% 21,774 $1.4M
Mutual of America Capital Management LLC 0.01% Reduce -3.1% 21,224 $1.3M
State of Tennessee, Department of Treasury 0.00% Reduce -1.8% 20,458 $1.3M
American Assets Investment Management, LLC 0.08% No change 20,000 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -2.1% 18,918 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,356 $1.2M
SG Americas Securities, LLC 0.00% Reduce -87.6% 17,138 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -23.6% 17,078 $1.1M
Candriam S.C.A. 0.00% Reduce -3.1% 16,989 $1.1M
Point72 Asset Management 0.00% New 16,933 $1.1M
Kendall Capital Management 0.18% Reduce -3.6% 16,725 $1.1M
Louisiana State Employees Retirement System 0.02% Add +0.6% 16,700 $1.1M
Sagewood Asset Management LP 0.24% Add +6.0% 16,442 $1.0M
GAM Holding AG 0.08% Reduce -23.8% 16,000 $1.0M
Arizona State Retirement System 0.01% Add +0.5% 15,779 $999K
Commerce Bank 0.00% No change 15,700 $994K
Yousif Capital Management, LLC 0.01% Reduce -5.7% 15,663 $991K
Gsa Capital Partners LLP 0.06% New 15,582 $986K
Abel Hall, LLC 0.17% New 15,398 $975K
Vanguard Investments Australia, Ltd. 0.00% Add +5.7% 14,891 $943K
Boothbay Fund Management, LLC 0.02% Add +94.2% 14,654 $928K
TIG Advisors, LLC 0.04% Reduce -6.4% 14,045 $889K
New Mexico Educational Retirement Board 0.02% No change 14,000 $886K
Handelsbanken Fonder AB 0.00% Add +17.9% 13,800 $874K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -4.5% 13,690 $867K
State of Michigan Retirement System 0.00% Reduce -2.9% 13,368 $846K
LMR Partners LLP 0.01% Add +241.2% 13,042 $826K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 12,863 $814K
Thrivent Financial for Lutherans 0.00% Reduce -1.4% 12,698 $804K
KLP Kapitalforvaltning As 0.00% No change 12,600 $798K
Sei Investments Co. 0.00% Add +14.5% 12,378 $784K
Fifth Third Bancorp 0.00% Reduce -12.8% 12,331 $781K
Oregon Public Employees Retirement Fund 0.01% Add +0.8% 11,835 $749K
Cerity Partners LLC 0.00% Reduce -32.6% 11,813 $748K
FNY Investment Advisers, LLC 0.27% Add +125.5% 11,680 $739K
Infrastructure Capital Advisors, LLC 0.10% Add +16.9% 11,613 $735K
American Financial Group Inc. 0.25% No change 11,362 $719K
Atom Investors LP 0.06% Add +9.3% 11,146 $706K
MUFG Securities EMEA plc 0.01% Reduce -93.0% 10,977 $695K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -22.8% 10,217 $674K
Ameritas Investment Partners, Inc. 0.02% No change 10,482 $664K
BNP Paribas Financial Markets 0.00% Reduce -18.9% 10,441 $661K
Vanguard Personalized Indexing Management, LLC 0.01% Add +9.5% 10,140 $642K
D. E. Shaw & Co. 0.00% Reduce -67.9% 10,052 $636K
Vazirani Asset Management LLC 3.11% Add +100.0% 10,000 $633K
Agf Management Ltd. 0.00% Reduce -1.4% 9,559 $605K
Pictet Asset Management Holding SA 0.00% No change 9,268 $587K
Victory Capital Management Inc. 0.00% Reduce -47.2% 9,181 $581K
Nisa Investment Advisors, LLC 0.00% Add +1.7% 8,825 $559K
Evergreen Capital Management LLC 0.01% Add +6.8% 8,543 $541K
Pacer Advisors, Inc. 0.00% Add +25.3% 8,260 $523K
Frec Markets, Inc. 0.05% New 8,193 $519K
Allstate Corp. 0.01% Add +7.1% 8,086 $512K
Ionic Capital Management LLC 0.55% Reduce -49.1% 8,009 $507K
State of Alaska, Department of Revenue 0.01% Reduce -1.5% 7,920 $500K
Royal Bank of Canada 0.00% Reduce -2.0% 7,878 $499K
State of Wisconsin Investment Board 0.00% Add +35.5% 7,644 $484K
Bank of Montreal 0.00% Add +6.8% 7,601 $481K
Cambridge Investment Research Advisors, Inc. 0.00% Add +14.5% 7,597 $481K
Pathstone Holdings, LLC 0.00% Add +80.4% 7,458 $472K
Wells Fargo & Company 0.00% Add +49.5% 7,300 $462K
Sequoia Financial Advisors, LLC 0.00% Add +41.0% 7,241 $458K
Guggenheim Capital LLC 0.00% Add +4.4% 7,155 $453K
Stifel Financial Corp. 0.00% Reduce -1.4% 7,133 $452K
Carolina Wealth Management Inc 0.20% — 7,035 $445K
Y-Intercept (Hong Kong) Ltd 0.01% New 6,920 $438K
Xponance LLC 0.00% Reduce -1.0% 6,871 $435K
Innealta Capital, LLC 0.23% New 6,762 $428K
Teacher Retirement System of Texas 0.00% Reduce -9.9% 6,706 $424K
Public Employees Retirement Association of Colorado 0.00% Reduce -19.5% 6,536 $414K
IMC-Chicago, LLC 0.00% New 6,426 $407K
Quadrant Capital Group LLC 0.01% Reduce -0.4% 6,208 $393K
Bluefin Capital Management, LLC 0.11% Reduce -7.6% 6,099 $386K
Fruth Investment Management 0.09% Reduce -5.1% 6,025 $381K
Institute for Wealth Management, LLC. 0.03% No change 5,978 $378K
Empowered Funds, LLC 0.00% Reduce -1.6% 5,908 $374K
Kestra Advisory Services, LLC 0.00% Reduce -0.8% 5,830 $369K
&partners 0.00% Add +1.3% 5,814 $368K
Deutsche Bank AG 0.00% Add +10.3% 5,811 $368K
Graham Capital Management, L.P. 0.01% New 5,764 $365K
Chemistry Wealth Management LLC 0.06% No change 5,710 $361K
Odyssean, LLC 0.05% New 5,336 $338K
M&T Bank Corp 0.00% Add +5.2% 5,320 $337K
Trexquant Investment LP 0.00% Reduce -32.9% 5,233 $331K
Fieldview Capital Management, LLC 0.09% New 5,161 $327K
Bridgefront Capital, LLC 0.08% New 5,012 $317K
Ethic Inc. 0.00% New 4,928 $312K
Amundi 0.00% Reduce -96.1% 4,841 $306K
PenderFund Capital Management Ltd. 0.13% Add +48.4% 4,600 $291K
Tower Research Capital LLC (TRC) 0.01% Add +122.9% 4,576 $290K
Coldstream Capital Management Inc. 0.00% Reduce -0.2% 4,462 $282K
Federated Hermes, Inc. 0.00% Add +82.6% 4,418 $280K
Securian Asset Management, Inc. 0.01% Add +2.8% 4,256 $279K
Voya Investment Management LLC 0.00% Add +4.3% 4,345 $275K
Olympiad Research LP 0.55% No change 4,193 $265K
DekaBank Deutsche Girozentrale 0.00% No change 4,427 $265K
BOS Asset Management, LLC 0.06% No change 4,129 $261K
DRW Securities, LLC 0.02% New 4,103 $260K
JBF Capital, Inc. 0.03% No change 4,089 $259K
QRG Capital Management, Inc. 0.00% Add +15.5% 3,967 $251K
Lido Advisors, LLC 0.00% New 3,838 $243K
Swiss Life Asset Management Ltd 0.00% Add +10.9% 3,784 $240K
Cetera Investment Advisers 0.00% New 3,761 $238K
Panagora Asset Management Inc. 0.00% No change 3,735 $236K
Prudential Financial Inc. 0.00% Reduce -5.2% 3,618 $229K
Garrison Point Advisors, LLC 0.09% No change 3,450 $218K
MML Investors Services, LLC 0.00% New 3,349 $212K
Signaturefd, LLC 0.00% Add +13.9% 3,009 $190K
Parallel Advisors, LLC 0.00% Reduce -1.8% 2,746 $174K
PNC Financial Services Group, Inc. 0.00% Reduce -20.9% 2,710 $172K
Nykredit A/S 0.00% — 2,691 $170K
Osaic Holdings, Inc. 0.00% Add +6.5% 2,472 $156K
GAMMA Investing LLC 0.01% Reduce -0.0% 2,235 $141K
STRS Ohio 0.00% Add +60.1% 2,188 $139K
Hantz Financial Services, Inc. 0.00% Add +12.5% 2,130 $135K
Arax Advisory Partners 0.00% New 2,077 $131K
Sterling Capital Management LLC 0.00% Reduce -10.9% 1,708 $108K
KBC Group NV 0.00% No change 1,572 $100K
Longfellow Investment Management Co. LLC 0.02% No change 1,575 $100K
UMB Bank, n.a. 0.00% Reduce -4.7% 1,056 $67K
Quent Capital, LLC 0.00% Add +16.7% 958 $61K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -5.3% 943 $60K
Jones Financial Companies LLLP 0.00% Add +168.9% 917 $58K
Global Retirement Partners, LLC 0.00% — 863 $55K
Allworth Financial LP 0.00% Reduce -42.8% 767 $49K
Smartleaf Asset Management LLC 0.00% No change 729 $46K
Grove Bank & Trust 0.00% No change 697 $44K
Covestor Ltd 0.02% Add +8287.5% 671 $43K
Rockefeller Capital Management L.P. 0.00% Add +36.5% 561 $36K
Schonfeld Strategic Advisors LLC 0.00% New 523 $33K
Bessemer Group Inc. 0.00% Reduce -12.7% 441 $28K
NewEdge Advisors, LLC 0.00% No change 440 $28K
Versant Capital Management, Inc 0.00% Add +32.8% 421 $27K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.3% 420 $27K
Rothschild Investment LLC 0.00% Reduce -71.9% 411 $26K
Bayforest Capital Ltd 0.02% New 405 $26K
Parkside Financial Bank & Trust 0.00% Reduce -6.0% 388 $25K
Farther Finance Advisors, LLC 0.00% Reduce -23.6% 373 $24K
Nomura Asset Management Co. Ltd. 0.00% Reduce -76.9% 340 $22K
Federation des caisses Desjardins du Quebec 0.00% Add +147.1% 336 $21K
GoalVest Advisory LLC 0.00% No change 297 $19K
Los Angeles Capital Management LLC 0.00% No change 294 $19K
Larson Financial Group LLC 0.00% Add +161.8% 267 $17K
EverSource Wealth Advisors, LLC 0.00% Reduce -66.9% 249 $16K
St Germain D J Co. Inc. 0.00% No change 225 $14K
Basecamp Wealth Advisors LLC 0.00% Add +35.4% 222 $14K
Trust Co. of Vermont 0.00% — 217 $14K
Salem Investment Counselors Inc. 0.00% No change 209 $13K
Elevation Wealth Partners, LLC 0.00% Add +228.6% 207 $13K
Cassaday & Co Wealth Management LLC 0.00% No change 196 $12K
Transamerica Financial Advisors, LLC 0.00% New 186 $12K
Contravisory Investment Management, Inc. 0.00% No change 157 $10K
Eastern Bank 0.00% No change 156 $10K
Fiduciary Financial Advisors 0.00% New 156 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.9% 149 $9K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 145 $9K
CVA Family Office, LLC 0.00% Add +41.5% 133 $8K
LRI Investments, LLC 0.00% Add +6.7% 128 $8K
Roble, Belko & Company, Inc 0.00% No change 130 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 126 $8K
Valued Wealth Advisors LLC 0.00% Add +933.3% 124 $8K
Bogart Wealth, LLC 0.00% No change 113 $7K
CoreCap Advisors, LLC 0.00% Add +0.9% 113 $7K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +8.4% 103 $7K
TFC Financial Management, Inc. 0.00% No change 101 $6K
Ameriflex Group, Inc. 0.00% No change 100 $6K
Colonial Trust Co / SC 0.00% Add +450.0% 99 $6K
Fortitude Family Office, LLC 0.00% Add +61.0% 95 $6K
BankPlus Trust Department 0.00% No change 91 $6K
Brown Brothers Harriman & Co. 0.00% No change 87 $6K
Blue Trust, Inc. 0.00% Reduce -6.0% 79 $5K
Steward Partners Investment Advisory, LLC 0.00% No change 73 $5K
Lanark Financial, Inc. 0.00% Reduce -1.4% 72 $5K
MV Capital Management, Inc. 0.00% Add +70.3% 63 $4K
Whittier Trust Co. 0.00% No change 61 $4K
JFS Wealth Advisors, LLC 0.00% Add +3.3% 62 $4K
SouthState Bank Corp 0.00% No change 61 $4K
Harbour Investments, Inc. 0.00% Add +17.3% 61 $4K
Caldwell Trust Co 0.00% No change 59 $4K
First United Bank & Trust 0.00% No change 58 $4K
Spectrum Wealth Advisory Group, LLC 0.00% New 55 $3K
Farmers & Merchants Investments Inc. 0.00% No change 54 $3K
Keating Financial Advisory Services, Inc. 0.00% Add +3.9% 53 $3K
WPG Advisers, LLC 0.00% No change 52 $3K
Geneos Wealth Management Inc. 0.00% No change 52 $3K
Creative Capital Management Investments LLC 0.00% Add +193.8% 47 $3K
Barrett & Company, Inc. 0.00% No change 47 $3K
Sittner & Nelson, LLC 0.00% No change 44 $3K
SHP Wealth Management 0.00% Add +36.7% 41 $3K
AdvisorNet Financial, Inc 0.00% No change 41 $3K
Hilton Head Capital Partners, LLC 0.00% No change 39 $2K
Mark Sheptoff Financial Planning, LLC 0.00% No change 37 $2K
MTM Investment Management, LLC 0.00% No change 37 $2K
True Wealth Design, LLC 0.00% Reduce -76.5% 36 $2K
IFG Advisory, LLC 0.00% New 36 $2K
Hughes Financial Services, LLC 0.00% Add +2.9% 35 $2K
Torren Management, LLC 0.00% No change 34 $2K
Vision Retirement, LLC 0.00% Add +3.1% 33 $2K
Assetmark, Inc. 0.00% Reduce -35.3% 33 $2K
Compass Financial Management LLC 0.00% — 33 $2K
Commonwealth Retirement Investments LLC 0.00% New 32 $2K
High Note Wealth, LLC 0.00% Add +300.0% 32 $2K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% No change 29 $2K
Valley National Advisers Inc. 0.00% Add +11.5% 29 $2K
Steigerwald, Gordon & Koch Inc. 0.00% No change 28 $2K
Cornerstone National Bank & Trust Co 0.00% No change 27 $2K
Oakworth Capital, Inc. 0.00% No change 27 $2K
McMillan Office, Inc. 0.00% No change 27 $2K
JPL Wealth Management, LLC 0.00% No change 26 $2K
Bell Investment Advisors, Inc 0.00% No change 26 $2K
Wilmington Savings Fund Society, FSB 0.00% No change 26 $2K
Rialto Wealth Management, LLC 0.00% Add +78.6% 25 $2K
IFP Advisors, Inc 0.00% No change 25 $2K
TD Waterhouse Canada Inc. 0.00% Reduce -11.1% 24 $2K
Prestige Wealth Management Group LLC 0.00% No change 24 $2K
Ares Financial Consulting, LLC 0.00% No change 22 $1K
Atlantic Union Bankshares Corp 0.00% Reduce -26.7% 22 $1K
Graney & King, LLC 0.00% No change 21 $1K
Gen-Wealth Partners Inc 0.00% No change 21 $1K
Triumph Capital Management 0.00% Reduce -98.4% 21 $1K
SJS Investment Consulting Inc. 0.00% Reduce -16.7% 20 $1K
Friedenthal Financial 0.00% No change 20 $1K
Essential Partners LLC 0.00% Reduce -96.0% 20 $1K
Owl Creek Wealth Partners LLC 0.00% No change 20 $1K
Physician Wealth Advisors, Inc. 0.00% No change 20 $1K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 20 $1K
Continuum Advisory, LLC 0.00% New 20 $1K
Cape Investment Advisory, Inc. 0.00% New 19 $1K
Financial Consulate, Inc. 0.00% No change 19 $1K
Siemens Fonds Invest GmbH 0.00% No change 19 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 19 $1K
Wealth Enhancement Trust Services, Inc. 0.00% No change 19 $1K
Cornerstone Planning Group LLC 0.00% No change 19 $1K
IAG Wealth Partners, LLC 0.00% Add +38.5% 18 $1K
West Branch Capital LLC 0.00% No change 18 $1K
Atwood & Palmer Inc. 0.00% No change 18 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +38.5% 18 $1K
Cheviot Value Management, LLC 0.00% No change 18 $1K
Armstrong Advisory Group, Inc. 0.00% Reduce -22.7% 17 $1K
Creative Financial Designs Inc. 0.00% New 17 $1K
Bangor Savings Bank 0.00% No change 17 $1K
Fiduciary Advisors, Inc. 0.00% No change 16 $1K
PFS Partners, LLC 0.00% No change 16 $1K
Quarry LP 0.00% Reduce -98.9% 16 $1K
Stone House Investment Management, LLC 0.00% Add +33.3% 16 $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
Ogorek Anthony Joseph /NY/ 0.00% No change 18 $1K
Tsfg, LLC 0.00% No change 21 $1K
Tompkins Financial Corp. 0.00% No change 15 $950
HHM Wealth Advisors, LLC 0.00% No change 15 $950
Dunhill Financial, LLC 0.00% Reduce -6.7% 14 $886
SOA Wealth Advisors, LLC. 0.00% No change 14 $886
CNB Bank 0.00% New 13 $823
Cherry Tree Wealth Management, LLC 0.00% No change 13 $823
Ancora Advisors LLC 0.00% Reduce -95.7% 13 $823
IFS Advisors, LLC 0.00% No change 13 $822
HFM Investment Advisors, LLC 0.00% Add +71.4% 12 $760
Tradewinds Capital Management, LLC 0.00% No change 12 $760
Rosenberg Matthew Hamilton 0.00% No change 12 $760
Country Trust Bank 0.00% No change 12 $760
Manchester Capital Management LLC 0.00% No change 11 $697
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 11 $697
Costello Asset Management, INC 0.00% No change 11 $696
Key Financial Inc 0.00% No change 11 $696
NBT Bank, N.A. 0.00% No change 11 $696
CrossGen Wealth, LLC 0.00% No change 10 $633
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 10 $633
Cromwell Holdings LLC 0.00% No change 10 $633
New England Capital Financial Advisors LLC 0.00% No change 10 $633
Bernard Wealth Management Corp. 0.00% No change 10 $633
Glen Eagle Advisors, LLC 0.00% No change 10 $633
Addison Advisors LLC 0.00% No change 9 $570
McGuire Capital Advisors Inc. 0.00% No change 9 $570
Concord Wealth Partners 0.00% New 9 $570
Abound Wealth Management 0.00% No change 9 $570
CGC Financial Services, LLC 0.00% No change 9 $570
Hilltop National Bank 0.00% Reduce -96.6% 9 $570
Colonial Trust Advisors 0.00% No change 9 $570
Kilter Group LLC 0.00% Reduce -46.7% 8 $507
Providence Capital Advisors, LLC 0.00% New 8 $507
Bare Financial Services, Inc 0.00% Reduce -50.0% 8 $506
Nemes Rush Group LLC 0.00% No change 8 $506
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -66.7% 7 $457
Pillar Financial Advisors, LLC 0.00% No change 7 $444
Olistico Wealth, LLC 0.00% No change 7 $443
Global Trust Asset Management, LLC 0.00% No change 7 $443
Elevated Capital Advisors, LLC 0.00% No change 7 $443
Synergy Investment Management, LLC 0.00% New 7 $443
Valley Wealth Managers, Inc. 0.00% No change 7 $443
Mather Group, Llc. 0.00% No change 7 $443
Provenance Wealth Advisors, LLC 0.00% No change 7 $443
Pacific Center for Financial Services 0.00% No change 6 $380
Glass Jacobson Investment Advisors llc 0.00% Add +20.0% 6 $380
Private Trust Co. NA 0.00% No change 6 $380
Salomon & Ludwin, LLC 0.00% No change 5 $319
Godfrey Financial Associates, Inc. 0.00% Reduce -16.7% 5 $317
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $317
Napier Financial, LLC 0.00% No change 5 $317
Plante Moran Financial Advisors, LLC 0.00% No change 5 $317
Beacon Investment Advisory Services, Inc. 0.00% No change 5 $317
HighMark Wealth Management LLC 0.00% No change 5 $316
North Star Investment Management Corp. 0.00% No change 5 $316
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 5 $315
Virginia Estate & Retirement Planning Advisors Inc. 0.00% New 4 $253
Ankerstar Wealth, LLC 0.00% No change 4 $253
Planning Strategies Inc. 0.00% — 4 $253
Pinnacle Bancorp, Inc. 0.00% No change 4 $253
Strategic Investment Solutions, Inc. 0.00% No change 4 $253
Harbor Investment Advisory, LLC 0.00% No change 4 $253
Holos Integrated Wealth LLC 0.00% No change 3 $196
DecisionPoint Financial, LLC 0.00% New 3 $192
Clearstead Advisors, LLC 0.00% New 3 $191
Marshall Investment Management, LLC 0.00% No change 3 $190
Basepoint Wealth LLC 0.00% No change 3 $190
Silver Grove Financial Group, Inc. 0.00% New 3 $190
Zions Bancorporation, National Association 0.00% No change 3 $190
MCF Advisors LLC 0.00% No change 3 $190
Security National Bank 0.00% No change 3 $190
Beaird Harris Wealth Management, LLC 0.00% New 3 $190
First Bancorp, Inc 0.00% New 2 $127
United Financial Planning Group LLC 0.00% No change 2 $127
Bokf, NA 0.00% New 2 $127
Brown, Lisle/Cummings, Inc. 0.00% No change 2 $127
Raffa Wealth Management, LLC 0.00% Reduce -33.3% 2 $127
Trust Co 0.00% No change 2 $127
Center for Financial Planning, Inc. 0.00% No change 2 $127
Freestone Grove Partners LP 0.00% New 2 $127
Bartlett & Co. Wealth Management LLC 0.00% No change 2 $127
Maryland Capital Advisors Inc. 0.00% — 1 $64
First Horizon Corp. 0.00% No change 1 $63
Huntington National Bank 0.00% No change 1 $63
Evolution Wealth Management Inc. 0.00% No change 1 $63
Capital Advisors, Ltd. LLC 0.00% No change 4 $0
Coston, McIsaac & Partners 0.00% No change 8 $0
Navigoe, LLC 0.00% New 7 $0

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