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
First PREMIER Bank 0.14% Reduce -17.5% 33,356 $555K
Advisors Asset Management, Inc. 0.01% New 31,286 $520K
Brown Advisory Inc. 0.00% No change 31,222 $519K
Naviter Wealth, LLC 0.06% New 30,584 $509K
Andina Capital Management, LLC 0.40% Reduce -19.0% 29,528 $491K
Maridea Wealth Management LLC 0.15% — 28,525 $474K
Cary Street Partners Financial LLC 0.02% — 28,193 $469K
Texas Yale Capital Corp. 0.02% No change 27,850 $463K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -26.6% 27,367 $455K
World Investment Advisors 0.01% Add +48.5% 27,086 $450K
Stephens Inc. 0.01% No change 26,475 $440K
NWF Advisory Services Inc. 0.06% New 25,984 $432K
Milestone Asset Management, LLC 0.10% Add +32.1% 25,912 $431K
James Investment Research, Inc. 0.05% Add +0.5% 25,890 $431K
IAM Advisory, LLC 0.11% New 25,567 $425K
Triumph Capital Management 0.15% Reduce -2.9% 25,490 $424K
HB Wealth Management, LLC 0.00% Add +51.4% 24,989 $416K
Seaview Investment Managers LLC 0.11% Add +132.5% 24,796 $412K
Sterling Group Wealth Management, LLC 0.21% No change 24,025 $400K
Truist Financial Corp. 0.00% Add +20.8% 23,320 $388K
CW Advisors, LLC 0.01% New 23,205 $386K
Endowment Wealth Management, Inc. 0.26% Add +5.0% 23,055 $383K
Beck Bode, LLC 0.07% Reduce -25.1% 22,894 $381K
DKM Wealth Management, Inc. 0.35% — 22,400 $373K
IHT Wealth Management, LLC 0.01% Add +51.8% 21,461 $357K
Bleakley Financial Group, LLC 0.01% Add +2.9% 20,941 $348K
Beacon Financial Advisory LLC 0.11% Add +11.9% 20,632 $343K
Jane Street Group, LLC 0.00% New 20,286 $337K
Oregon Pacific Wealth Management, LLC 0.31% — 19,116 $318K
Jefferies Financial Group Inc. 0.00% Reduce -6.6% 19,115 $318K
Sanctuary Advisors, LLC 0.00% Reduce -88.3% 18,226 $317K
Wealthcare Advisory Partners LLC 0.01% Add +59.9% 18,976 $316K
Apeiron RIA LLC 0.09% Reduce -17.4% 18,754 $312K
TrueMark Investments, LLC 0.10% Reduce -47.7% 18,609 $309K
Everstar Asset Management, LLC 0.21% Reduce -3.2% 17,798 $296K
Baker Avenue Asset Management, LP 0.01% No change 17,486 $291K
Cascade Financial Partners, LLC 0.04% No change 17,458 $290K
Castleview Partners, LLC 0.15% Add +331.1% 17,093 $287K
Attessa Capital LLC 0.20% — 17,247 $287K
Oppenheimer & Co. Inc. 0.00% No change 17,124 $285K
Register Financial Advisors LLC 0.14% Add +0.4% 17,003 $283K
Silver Oak Securities, Incorporated 0.03% New 16,959 $281K
Larson Financial Group LLC 0.01% Add +3.0% 16,216 $270K
Ballentine Partners, LLC 0.00% New 16,198 $269K
Anchor Investment Management, LLC 0.02% Reduce -3.5% 15,701 $261K
Northwestern Mutual Wealth Management Co. 0.00% Add +45.0% 15,576 $259K
Capital Advisory Group Advisory Services, LLC 0.09% New 14,400 $239K
Principal Securities, Inc. 0.01% Reduce -5.4% 14,294 $238K
Visionary Wealth Advisors 0.01% New 13,644 $227K
Hexagon Capital Partners LLC 0.04% No change 13,616 $226K
Sheaff Brock Investment Advisors, LLC 0.02% No change 13,300 $221K
NTV Asset Management LLC 0.03% Reduce -40.0% 13,000 $216K
Goldman Sachs Group Inc. 0.00% Reduce -63.7% 12,944 $215K
Independent Advisor Alliance 0.00% New 12,630 $210K
Integrated Wealth Concepts LLC 0.00% New 12,533 $208K
Valtinson Bruner Financial Planning LLC 0.07% No change 12,528 $208K
Insight Advisors, LLC/ PA 0.03% New 12,241 $203K
D. E. Shaw & Co. 0.00% New 12,156 $202K
Silvercrest Asset Management Group LLC 0.00% No change 11,976 $199K
MKT Advisors LLC 0.08% No change 11,100 $189K
Gill Capital Partners, LLC 0.06% No change 10,797 $180K
Norden Group LLC 0.02% Add +0.0% 10,631 $177K
Koshinski Asset Management, Inc. 0.01% No change 10,190 $169K
Luken Investment Analytics, LLC 0.07% No change 9,099 $151K
Brown Brothers Harriman & Co. 0.00% New 8,871 $148K
MGB Wealth Management, LLC 0.04% Add +11.0% 7,493 $125K
Sound Income Strategies, LLC 0.01% Reduce -20.9% 6,535 $109K
IFP Advisors, Inc 0.00% Reduce -98.3% 6,243 $104K
Centricity Wealth Management, LLC 0.09% — 6,115 $102K
Ameriflex Group, Inc. 0.04% — 4,835 $85K
Anfield Capital Management, LLC 0.03% No change 5,015 $83K
Mattson Financial Services, LLC 0.02% Add +46.1% 3,950 $65K
Webster Bank, N. A. 0.01% No change 3,456 $57K
Sugar Maple Asset Management, LLC 0.04% New 3,448 $57K
Simplex Trading, LLC 0.00% Reduce -47.4% 3,352 $55K
CoreCap Advisors, LLC 0.00% Add +28.9% 3,222 $54K
Hollencrest Capital Management 0.00% New 3,030 $50K
Sunbelt Securities, Inc. 0.00% No change 3,000 $50K
Beaird Harris Wealth Management, LLC 0.00% New 2,809 $47K
Barrett & Company, Inc. 0.02% No change 2,250 $37K
AlphaMark Advisors, LLC 0.02% Add +229.6% 2,175 $36K
Capital Investment Advisory Services, LLC 0.00% No change 2,071 $34K
Cape Investment Advisory, Inc. 0.01% No change 2,000 $33K
AE Wealth Management LLC 0.00% New 1,955 $33K
Cwm, LLC 0.00% Add +15.5% 1,874 $31K
Jones Financial Companies LLLP 0.00% New 1,857 $31K
Cullen/Frost Bankers, Inc. 0.00% New 1,787 $30K
Sanctuary Wealth Management, L.L.C. 0.02% No change 1,454 $24K
West Oak Capital, LLC 0.01% No change 1,450 $24K
Continuum Advisory, LLC 0.00% No change 1,254 $21K
MAI Capital Management 0.00% New 1,244 $21K
Private Trust Co. NA 0.00% No change 1,100 $18K
Parkside Financial Bank & Trust 0.00% No change 1,027 $17K
Financial Network Wealth Advisors LLC 0.03% Reduce -84.9% 950 $16K
Salomon & Ludwin, LLC 0.00% No change 917 $15K
Aventura Private Wealth, LLC 0.01% — 835 $14K
Innovative Advisory Group, LLC 0.01% — 800 $13K
Aspect Partners, LLC 0.01% Add +47.6% 722 $12K
Van Eck Associates Corp. 0.00% Add +40.6% 641 $11K
Creative Financial Designs Inc. 0.00% Add +333.3% 650 $11K
O'shaughnessy Asset Management, LLC 0.00% Reduce -36.0% 611 $10K
PFS Partners, LLC 0.01% No change 589 $10K
Kentucky Trust Co 0.00% — 500 $8K
Wingate Wealth Advisors, Inc. 0.01% — 480 $8K
Colonial Trust Advisors 0.00% No change 475 $8K
NFSG Corp 0.00% Add +5.6% 455 $8K
Birchbrook, Inc. 0.00% Reduce -36.9% 452 $8K
Ransom Advisory, Ltd 0.00% No change 400 $7K
Group One Trading LLC 0.00% New 400 $7K
Glass Jacobson Investment Advisors llc 0.00% New 398 $7K
US Bancorp \de 0.00% No change 389 $6K
FMR LLC 0.00% Reduce -19.8% 377 $6K
MassMutual Private Wealth & Trust, FSB 0.00% New 250 $4K
PNC Financial Services Group, Inc. 0.00% Reduce -98.5% 250 $4K
Cornerstone Planning Group LLC 0.00% Add +2.7% 230 $4K
BNP Paribas Financial Markets 0.00% Add +68.8% 206 $3K
WealthShield Partners, LLC 0.00% Add +6.1% 139 $2K
Transce3nd, LLC 0.00% — 130 $2K
Coppell Advisory Solutions LLC 0.00% No change 100 $2K
Park Square Financial Group, LLC 0.00% — 94 $2K
NBT Bank, N.A. 0.00% Add +5.4% 59 $982
Citizens National Bank Trust Department 0.00% No change 50 $832
Creekmur Asset Management LLC 0.00% Reduce -28.6% 5 $85

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