VANECK BDC INCOME ETF BIZD
$12.51
-0.2% 52w: $11.69 – $15.03
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data11.6913.3615.03
Jun 20, 2025 Jul 2, 2026
Institutional holders
234
-16 QoQ
13F value
$694.0M
-5.7% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.6×
$25.4M calls / $42.3M puts
Institutional value by quarter
Number of holders
Who owns BIZD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.6M | $97.6M | 0.0% | +30.8% |
| MORGAN STANLEY | Bank broker | 6.8M | $86.4M | 0.0% | +6.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.1M | $52.4M | 0.0% | -7.3% |
| LPL Financial LLC | Bank broker | 2.5M | $32.4M | 0.0% | -1.2% |
| Bank Julius Baer & Co. Ltd, Zurich | Other | 2.4M | $30.6M | 0.1% | +42.8% |
| Generali Asset Management SPA SGR | Other | 2.2M | $28.2M | 0.6% | Held |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 2.1M | $27.2M | 0.0% | -5.8% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | Wealth advisor | 2.4M | $24.1M | 0.4% | +38.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.8M | $23.3M | 0.0% | +29.5% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 1.3M | $16.9M | 0.4% | -3.2% |
| Mission Hills Financial Advisory, LLC | Wealth advisor | 1.3M | $16.0M | 8.2% | +3.1% |
| TRANSCEND CAPITAL ADVISORS, LLC | Other | 1.2M | $15.1M | 1.2% | +8.1% |
| Amplius Wealth Advisors, LLC | Wealth advisor | 1.0M | $13.0M | 1.1% | +873.1% |
| CONDOR CAPITAL MANAGEMENT | Wealth advisor | 750.1K | $9.6M | 0.8% | -7.7% |
| Lido Advisors, LLC | Wealth advisor | 562.4K | $7.2M | 0.0% | -2.1% |
| ROYAL BANK OF CANADA | Bank broker | 503.0K | $6.4M | 0.0% | +2.0% |
| Sterling Investment Advisors, Ltd. | Other | 491.6K | $6.3M | 1.1% | +45.7% |
| MGO ONE SEVEN LLC | Wealth advisor | 434.5K | $5.6M | 0.1% | +22.2% |
| Equitable Holdings, Inc. | Wealth advisor | 391.2K | $5.5M | 0.0% | +34.9% |
| Berkeley Capital Partners, LLC | Wealth advisor | 419.2K | $5.4M | 1.2% | New |
| Clark Capital Management Group, Inc. | Other | 412.7K | $5.3M | 0.0% | -3.4% |
| Cerity Partners LLC | Diversified mechanical | 389.4K | $5.0M | 0.0% | +45.2% |
| UBS Group AG | Bank broker | 376.9K | $4.8M | 0.0% | -46.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 376.0K | $4.8M | 0.0% | -5.4% |
| U.S. Capital Wealth Advisors, LLC | Other | 365.4K | $4.7M | 0.1% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 340.1K | $4.4M | 0.0% | +16.3% |
| Haven Private, LLC | Wealth advisor | 322.3K | $4.1M | 1.8% | -31.7% |
| Gotham Asset Management, LLC | Diversified mechanical | 304.4K | $3.9M | 0.0% | New |
| MAGNOLIA CAPITAL ADVISORS LLC | Wealth advisor | 285.3K | $3.7M | 0.7% | +96.9% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 274.6K | $3.5M | 0.0% | -22.9% |
| Focus Partners Wealth | Wealth advisor | 274.1K | $3.5M | 0.0% | +318.9% |
| Naviter Wealth, LLC | Other | 267.3K | $3.4M | 0.4% | -51.4% |
| Mariner, LLC | Diversified mechanical | 254.3K | $3.2M | 0.0% | -17.7% |
| Cetera Investment Advisers | Wealth advisor | 246.3K | $3.2M | 0.0% | +2.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 235.6K | $3.0M | 0.0% | +49.2% |
| HighTower Advisors, LLC | Diversified mechanical | 235.3K | $3.0M | 0.0% | +83.2% |
| BESSEMER GROUP INC | Diversified mechanical | 230.6K | $3.0M | 0.0% | Held |
| J.Safra Asset Management Corp | Wealth advisor | 225.3K | $2.9M | 0.2% | +4.2% |
| Arkadios Wealth Advisors | Wealth advisor | 223.9K | $2.9M | 0.0% | -6.7% |
| Samalin Investment Counsel, LLC | Other | 194.0K | $2.5M | 0.9% | +48.8% |
| Maia Wealth LLC | Wealth advisor | 192.8K | $2.5M | 0.4% | +168.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 188.7K | $2.4M | 0.0% | -33.0% |
| Measured Risk Portfolios, Inc. | Other | 180.6K | $2.3M | 2.5% | +14.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 178.9K | $2.3M | 0.0% | -29.7% |
| Black Swift Group, LLC | Wealth advisor | 178.1K | $2.3M | 0.4% | +4.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 176.8K | $2.3M | 0.0% | +5.3% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 175.2K | $2.2M | 0.0% | +63.2% |
| Alpha Wealth Funds, LLC | Wealth advisor | 170.4K | $2.2M | 1.6% | -3.2% |
| FINANCIAL MANAGEMENT NETWORK INC | Wealth advisor | 170.7K | $2.1M | 0.3% | +2.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 163.9K | $2.1M | 0.0% | -10.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.