Vaneck BDC Income ETFBIZDETF

13F holders, Q2 2024 (June 30)
195holders +18
31new positions
16sold out
1famous investor
$17.14avg. 13F price*

At the end of Q2 2024, 195 institutions reported holding Vaneck BDC Income ETF (BIZD) in their 13F filings, up 18 from Q1 2024. 31 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($91.9M), Bank of America Corp. ($38.6M) and LPL Financial LLC ($36.3M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vaneck BDC Income ETF
CUSIP
92189F411
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 177Q1 2024Q2 2024: 195Q2 2024Q3 2024: 187Q3 2024Q4 2024: 223Q4 2024Q1 2025: 217Q1 2025Q2 2025: 236Q2 2025Q3 2025: 230Q3 2025Q4 2025: 251Q4 2025Q1 2026: 235Q1 2026Q2 2026: 268Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions31$14.7M
Exits16$24.4M

All 13F filers, Q1 2024 → Q2 2024: 4,629,310 shares bought and 2,439,204 shares sold, net +2,190,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 195 holders

Morgan Stanley 0.01% Add +1.3% 5,369,183 $91.9M
Bank of America Corp. 0.00% Add +16.3% 2,253,310 $38.6M
LPL Financial LLC 0.02% Reduce -12.6% 2,123,224 $36.3M
Millennium Management 0.02% Add +45.0% 1,240,908 $21.2M
Wells Fargo & Company 0.01% Add +10.3% 1,213,942 $20.8M
Condor Capital Management 1.60% Add +7.7% 978,936 $16.7M
UBS Group AG 0.00% Add +98.5% 882,338 $15.1M
Hilltop Holdings Inc. 0.97% Reduce -23.4% 486,422 $8.3M
Independent Financial Group, LLC 0.32% Add +6.4% 467,604 $8.0M
Commonwealth Equity Services, LLC 0.01% Add +7.5% 386,630 $6.6M
NewEdge Advisors, LLC 0.05% Add +53.5% 381,203 $6.5M
Steward Partners Investment Advisory, LLC 0.07% Add +6.9% 376,290 $6.4M
Gradient Investments LLC 0.13% Add +18.1% 348,154 $6.0M
Stifel Financial Corp. 0.01% Add +19.8% 337,809 $5.8M
Black Swift Group, LLC 1.20% Add +183.6% 303,840 $5.2M
Royal Bank of Canada 0.00% Add +9.8% 290,311 $5.0M
Stratos Wealth Partners, LTD. 0.07% Add +52.5% 268,638 $4.6M
Mariner, LLC 0.01% Add +323.6% 263,503 $4.5M
Clark Capital Management Group, Inc. 0.03% New 245,088 $4.2M
Envestnet Asset Management Inc. 0.00% Add +130.2% 235,203 $4.0M
Foundations Investment Advisors, LLC 0.10% New 233,724 $4.0M
Townsquare Capital LLC 0.05% Reduce -10.2% 217,871 $3.7M
Osaic Holdings, Inc. 0.01% Add +23.8% 216,262 $3.7M
Shilanski & Associates, Inc. 1.18% Add +0.5% 205,679 $3.5M
Tocqueville Asset Management L.P. 0.05% Add +6.8% 183,454 $3.1M
Arkadios Wealth Advisors 0.21% Add +885.8% 180,405 $3.1M
IFP Advisors, Inc 0.12% Add +30607.6% 172,884 $3.0M
Equitable Holdings, Inc. 0.03% Add +364.5% 160,110 $2.7M
Financial Management Network Inc. 0.58% Add +16.6% 142,970 $2.4M
Two Sigma Investments, LP 0.01% Add +819.6% 140,700 $2.4M
Alpha Omega Group, Inc. 3.03% Add +35.5% 140,294 $2.4M
Barings LLC 0.06% No change 132,073 $2.3M
Marshall Wace, LLP 0.00% Add +0.5% 128,614 $2.2M
AXS Investments LLC 0.54% Add +93.5% 114,133 $2.0M
Creative Planning 0.00% Reduce -3.1% 112,912 $1.9M
Qube Research & Technologies Ltd 0.00% Add +10.3% 109,402 $1.9M
Raymond James Financial Services Advisors, Inc. 0.00% Add +18.3% 108,505 $1.9M
Lido Advisors, LLC 0.02% Add +78.2% 107,380 $1.8M
Sanctuary Advisors, LLC 0.01% — 109,740 $1.8M
Orion Porfolio Solutions, LLC 0.02% Reduce -0.2% 107,252 $1.8M
Orion Portfolio Solutions, LLC 0.02% Reduce -0.2% 107,252 $1.8M
Janney Montgomery Scott LLC 0.01% Reduce -7.0% 105,561 $1.8M
Samalin Investment Counsel, LLC 0.82% Add +24.4% 102,227 $1.7M
Cetera Investment Advisers 0.00% Add +4.1% 102,128 $1.7M
Future Financial Wealth Managment LLC 1.53% Add +4.8% 101,681 $1.7M
Investment Partners Asset Management, Inc. 1.55% Reduce -0.1% 101,437 $1.7M
Private Advisor Group, LLC 0.01% Reduce -9.7% 96,235 $1.6M
Wedbush Securities Inc. 0.06% Add +6.6% 95,858 $1.6M
Smith, Moore & Co. 0.17% Add +18.5% 94,098 $1.6M
Money Concepts Capital Corp. 0.13% Add +3.1% 93,153 $1.6M
Atria Wealth Solutions, Inc. 0.02% Reduce -0.5% 88,483 $1.5M
Park Avenue Securities LLC 0.02% Add +146.4% 85,036 $1.5M
SlateStone Wealth, LLC 0.15% Reduce -1.4% 82,500 $1.4M
Gsa Capital Partners LLP 0.10% Add +55.2% 82,462 $1.4M
Concourse Financial Group Securities, Inc. 0.09% Add +0.8% 81,259 $1.4M
Kingswood Wealth Advisors, LLC 0.13% Add +10.7% 81,192 $1.4M
Delta Investment Management, LLC 0.31% Add +92.8% 80,821 $1.4M
Cynosure Group, LLC 0.22% Add +296.2% 80,560 $1.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +120.4% 79,647 $1.4M
Bridges Investment Management Inc. 0.02% Add +18.5% 78,587 $1.3M
Guidance Capital, Inc. 0.44% Add +7.3% 80,491 $1.3M
GFS Advisors, LLC 0.21% Reduce -87.6% 9,659 $1.3M
Consolidated Portfolio Review Corp 0.28% Reduce -32.4% 69,607 $1.2M
Perennial Investment Advisors, LLC 0.16% Add +4.8% 64,710 $1.1M
Kestra Private Wealth Services, LLC 0.02% Add +93.4% 64,428 $1.1M
HighTower Advisors, LLC 0.00% Reduce -2.4% 64,466 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +1.5% 63,694 $1.1M
Gibbs Wealth Management 0.41% Reduce -1.2% 58,900 $1.0M
Kestra Advisory Services, LLC 0.01% Reduce -1.0% 58,365 $999K
Johnson Financial Group, Inc. 0.05% No change 57,500 $984K
Spire Wealth Management 0.03% Add +48.7% 56,598 $968K
Sax Wealth Advisors, LLC 0.09% New 56,200 $962K
Raymond James & Associates 0.00% Reduce -71.2% 54,359 $930K
Symphony Financial, Ltd. Co. 0.16% Add +0.2% 51,661 $885K
Waverly Advisors, LLC 0.02% Add +5.0% 48,405 $828K
Ranch Capital Advisors Inc. 0.43% Add +4.7% 47,786 $818K
Beck Bode, LLC 0.16% Reduce -22.6% 47,111 $806K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Add +12.3% 46,907 $803K
CIBC Private Wealth Group LLC 0.00% Add +83.5% 46,888 $796K
MML Investors Services, LLC 0.00% Add +23.8% 44,001 $753K
First PREMIER Bank 0.19% Add +12.6% 42,481 $727K
Advisors Preferred, LLC 0.12% Add +109.2% 42,167 $701K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -44.2% 39,931 $683K
Napa Wealth Management 0.46% New 39,774 $681K
Wealth Alliance, LLC 0.08% Reduce -10.9% 37,036 $634K
Comerica Bank 0.00% Add +4.9% 36,834 $630K
Sage Mountain Advisors LLC 0.06% No change 36,650 $627K
Cerity Partners LLC 0.00% Add +18.2% 36,524 $625K
TrueMark Investments, LLC 0.21% New 36,515 $625K
J.W. Cole Advisors, Inc. 0.03% Add +192.5% 36,480 $624K
International Assets Investment Management, LLC 0.06% Reduce -61.0% 35,295 $604K
All Season Financial Advisors, Inc. 0.54% Reduce -5.7% 34,767 $595K
Andina Capital Management, LLC 0.43% Add +28.5% 33,823 $579K
Wambolt & Associates, LLC 0.16% Add +6.1% 33,357 $554K
Brown Advisory Inc. 0.00% Add +110.9% 31,074 $532K
Stonebridge Financial Planning Group, LLC 0.26% Add +112.6% 29,754 $509K
Advisory Services Network, LLC 0.01% New 29,576 $506K
Quadrature Capital Ltd 0.01% New 29,064 $497K
Stephens Inc. 0.01% No change 28,565 $489K
Transcend Capital Advisors, LLC 0.04% Reduce -9.6% 28,393 $486K

"% of holder's portfolio" is BIZD's weight in each manager's 13F, not the share of Vaneck BDC Income ETF the manager owns.

Show all 195 holders