As of the latest SEC filings, Brighthouse Financial, Inc. (BHF) is held by 291 institutional funds. The largest fund shareholder is Avantis U.S. Small Cap Value ETF (AVUV), holding an estimated $127,732,088.44 in market value, representing 0.54% of its portfolio.
Funds holding Brighthouse Financial, Inc. (BHF)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BHF
- CIK:
- 0001685040
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.54% | $127,732,088.44 | 2,129,578 | Feb 28, 2026 | Apr 29, 2026 |
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.11% | $113,367,929.76 | 1,893,252 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $108,772,858.32 | 1,816,514 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.05% | $78,954,833.88 | 1,318,551 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.08% | $50,277,583.32 | 839,639 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.25% | $47,436,765.64 | 761,914 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $38,251,703.28 | 638,806 | Mar 31, 2026 | May 28, 2026 |
|
FMQSX
Franklin Mutual Quest Fund
|
MF | Franklin Templeton | 1.41% | $37,186,977.00 | 621,025 | Mar 31, 2026 | May 27, 2026 |
|
HMEAX
Nexpoint Merger Arbitrage Fund
|
MF | Independent / Boutique | 2.36% | $32,837,712.96 | 548,392 | Mar 31, 2026 | Jun 1, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.18% | $28,767,606.56 | 462,056 | Apr 30, 2026 | Jun 24, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.11% | $25,808,579.40 | 431,005 | Mar 31, 2026 | Jun 1, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.18% | $24,891,734.78 | 399,803 | Apr 30, 2026 | Jun 29, 2026 |
|
CVSCX
Calamos Market Neutral Income Fund
|
MF | Calamos | 0.14% | $24,391,662.46 | 391,771 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.25% | $19,144,514.18 | 307,493 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.04% | $18,011,694.10 | 300,295 | Feb 28, 2026 | Apr 24, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.22% | $17,394,361.56 | 290,487 | Mar 31, 2026 | May 28, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.11% | $16,743,705.48 | 279,621 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.08% | $16,629,455.00 | 277,250 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.09% | $16,174,836.70 | 259,795 | Apr 30, 2026 | Jun 24, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $13,267,072.68 | 221,561 | Mar 31, 2026 | May 28, 2026 |
|
FXO
First Trust Financials AlphaDEX Fund
|
ETF | First Trust | 1.23% | $13,256,150.16 | 212,916 | Apr 30, 2026 | Jun 23, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.03% | $13,178,885.50 | 211,675 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.09% | $12,492,780.30 | 200,655 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.15% | $11,402,669.96 | 183,146 | Apr 30, 2026 | Jun 24, 2026 |
|
XMVM
Invesco S&P MidCap Value with Momentum ETF
|
ETF | Invesco | 2.15% | $9,768,718.52 | 156,902 | Apr 30, 2026 | Jun 26, 2026 |
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