Vaneck BDC Income ETFBIZDETF

13F holders, Q4 2024 (December 31)
223holders +36
37new positions
16sold out
2famous investors
$16.64avg. 13F price*

At the end of Q4 2024, 223 institutions reported holding Vaneck BDC Income ETF (BIZD) in their 13F filings, up 36 from Q3 2024. 37 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($67.4M), Bank of America Corp. ($42.0M) and LPL Financial LLC ($41.1M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions37$29.5M
Exits16$11.7M

All 13F filers, Q3 2024 → Q4 2024: 4,631,786 shares bought and 1,966,844 shares sold, net +2,664,942 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 223 holders

Morgan Stanley 0.00% Reduce -10.4% 4,054,672 $67.4M
Bank of America Corp. 0.00% Add +0.3% 2,523,508 $42.0M
LPL Financial LLC 0.02% Add +3.2% 2,473,204 $41.1M
Wells Fargo & Company 0.01% Add +46.5% 1,974,956 $32.8M
UBS Group AG 0.01% Add +7.2% 1,443,514 $24.0M
Condor Capital Management 1.48% Add +1.6% 1,006,325 $16.7M
Mission Hills Financial Advisory, LLC 10.39% Add +9.8% 805,097 $13.4M
Independent Financial Group, LLC 0.30% Add +6.4% 538,042 $8.9M
Haven Private, LLC 4.95% — 532,719 $8.9M
NewEdge Advisors, LLC 0.04% Add +21.3% 448,241 $7.5M
Osaic Holdings, Inc. 0.02% Add +3.4% 434,023 $7.2M
Steward Partners Investment Advisory, LLC 0.06% Add +4.3% 418,249 $7.0M
Stifel Financial Corp. 0.01% Add +36.6% 413,870 $6.9M
Royal Bank of Canada 0.00% Add +21.3% 391,481 $6.5M
Envestnet Asset Management Inc. 0.00% Add +19.5% 359,678 $6.0M
Two Sigma Investments, LP 0.01% Add +17.1% 350,300 $5.8M
Hilltop Holdings Inc. 0.36% Add +1231.4% 341,258 $5.7M
Foundations Investment Advisors, LLC 0.11% Add +26.5% 340,545 $5.7M
Commonwealth Equity Services, LLC 0.01% Add +5.2% 340,472 $5.7M
Nan Fung Trinity (hk) Ltd. 1.15% New 339,000 $5.6M
Raymond James Financial Inc. 0.00% — 332,662 $5.5M
Stratos Wealth Partners, LTD. 0.07% Add +5.5% 304,934 $5.1M
Black Swift Group, LLC 1.01% Reduce -5.3% 284,930 $4.7M
Mariner, LLC 0.01% Add +10.0% 281,756 $4.7M
Townsquare Capital LLC 0.05% Add +10.3% 263,321 $4.4M
Clark Capital Management Group, Inc. 0.03% Add +2.3% 262,213 $4.4M
Barings LLC 0.09% Add +18.7% 236,283 $3.9M
Alpha Omega Group, Inc. 4.31% Add +28.9% 219,974 $3.7M
Janney Montgomery Scott LLC 0.01% Add +88.6% 207,488 $3.5M
Millennium Management 0.00% New 206,533 $3.4M
Equitable Holdings, Inc. 0.03% Add +11.6% 205,564 $3.4M
Shilanski & Associates, Inc. 1.06% Reduce -1.1% 197,861 $3.3M
Arkadios Wealth Advisors 0.16% Reduce -1.2% 179,190 $3.0M
Tocqueville Asset Management L.P. 0.05% Reduce -2.4% 179,163 $3.0M
Financial Management Network Inc. 0.56% Add +0.9% 160,822 $2.7M
Denali Advisors LLC 0.27% New 157,066 $2.6M
Kingswood Wealth Advisors, LLC 0.19% New 152,206 $2.5M
Centaurus Financial, Inc. 0.15% New 149,873 $2.5M
Measured Risk Portfolios, Inc. 2.67% — 144,513 $2.4M
Samalin Investment Counsel, LLC 1.01% Add +12.2% 141,323 $2.4M
CreativeOne Wealth, LLC 0.07% New 136,837 $2.3M
Graypoint LLC 0.13% Add +505.0% 129,634 $2.2M
Park Avenue Securities LLC 0.02% Add +80.5% 125,349 $2.1M
Delta Investment Management, LLC 0.40% Add +35.5% 123,674 $2.1M
Cetera Investment Advisers 0.00% Add +44.9% 123,606 $2.1M
Cynosure Group, LLC 0.30% Add +5.2% 118,800 $2.0M
Wedbush Securities Inc. 0.07% Add +4.5% 114,572 $1.9M
Creative Planning 0.00% Add +1.8% 109,902 $1.8M
HighTower Advisors, LLC 0.00% Add +15.6% 109,772 $1.8M
Avantax Advisory Services, Inc. 0.01% Add +12.8% 108,921 $1.8M
Investment Partners Asset Management, Inc. 1.36% Add +2.8% 104,039 $1.7M
Mgo One Seven LLC 0.07% Add +330.7% 102,507 $1.7M
JPMorgan Chase & Co. 0.00% Add +893.0% 102,135 $1.7M
Orion Porfolio Solutions, LLC 0.02% Reduce -10.9% 98,391 $1.6M
Orion Portfolio Solutions, LLC 0.02% Reduce -10.9% 98,391 $1.6M
Future Financial Wealth Managment LLC 1.15% Reduce -12.1% 94,492 $1.6M
Consolidated Portfolio Review Corp 0.24% Add +49.0% 91,406 $1.5M
AXS Investments LLC 0.42% New 90,945 $1.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +12.3% 90,660 $1.5M
Concourse Financial Group Securities, Inc. 0.08% Add +4.6% 87,184 $1.5M
Rockefeller Capital Management L.P. 0.00% New 88,010 $1.5M
J.W. Cole Advisors, Inc. 0.06% Add +26.2% 87,336 $1.5M
Atria Wealth Solutions, Inc. 0.02% Add +0.8% 86,313 $1.4M
Private Advisor Group, LLC 0.01% Reduce -3.4% 84,862 $1.4M
Bridges Investment Management Inc. 0.02% Add +6.9% 84,017 $1.4M
Gibbs Wealth Management 0.38% Add +22.3% 83,600 $1.4M
SlateStone Wealth, LLC 0.13% No change 82,500 $1.4M
Guidance Capital, Inc. 0.42% Reduce -13.6% 78,728 $1.4M
Spire Wealth Management 0.04% Add +30.1% 81,455 $1.4M
Waverly Advisors, LLC 0.02% Add +63.5% 80,124 $1.3M
MML Investors Services, LLC 0.00% Add +69.3% 79,090 $1.3M
Napa Wealth Management 0.56% Add +36.6% 78,043 $1.3M
GFS Advisors, LLC 0.20% No change 77,800 $1.3M
Kestra Private Wealth Services, LLC 0.02% Add +11.2% 71,557 $1.2M
Howard Wealth Management, LLC 0.64% Add +92.8% 71,500 $1.2M
Qube Research & Technologies Ltd 0.00% Reduce -18.3% 69,949 $1.2M
Lido Advisors, LLC 0.01% Reduce -38.3% 69,868 $1.2M
Perennial Investment Advisors, LLC 0.13% Add +0.2% 64,594 $1.1M
Sax Wealth Advisors, LLC 0.08% Add +3.6% 62,814 $1.0M
Johnson Financial Group, Inc. 0.05% No change 57,500 $1.0M
Stonebridge Financial Planning Group, LLC 0.45% Add +38.6% 60,333 $1.0M
Ranch Capital Advisors Inc. 0.43% Add +8.0% 54,588 $908K
Kestra Advisory Services, LLC 0.00% Reduce -16.8% 52,942 $880K
Alpha Wealth Funds, LLC 0.90% — 51,768 $861K
Symphony Financial, Ltd. Co. 0.13% Reduce -3.0% 49,240 $847K
CIBC Private Wealth Group LLC 0.00% Reduce -23.3% 47,205 $779K
Harbour Investments, Inc. 0.02% Add +81.6% 46,466 $773K
International Assets Investment Management, LLC 0.06% New 45,527 $764K
Wealth Alliance, LLC 0.09% Reduce -2.5% 43,456 $723K
Bard Associates Inc. 0.24% Add +44.2% 42,798 $712K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Add +1.7% 42,710 $710K
Sowell Financial Services LLC 0.04% New 40,833 $679K
Money Concepts Capital Corp. 0.05% New 38,066 $633K
Global Retirement Partners, LLC 0.02% Add +52.5% 37,771 $628K
Sage Mountain Advisors LLC 0.04% No change 36,650 $609K
Comerica Bank 0.00% Add +6.7% 36,637 $609K
Tyler-Stone Wealth Management 0.10% Reduce -2.1% 35,136 $584K
Wambolt & Associates, LLC 0.19% Reduce -4.2% 34,826 $579K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 31,534 $579K
Cerity Partners LLC 0.00% Add +6.6% 34,079 $567K

"% 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 223 holders