Vaneck BDC Income ETFBIZDETF
13F holders, Q1 2025 (March 31)217holders −6
29new positions
30sold out
1famous investor
$16.73avg. 13F price*
At the end of Q1 2025, 217 institutions reported holding Vaneck BDC Income ETF (BIZD) in their 13F filings, down 6 from Q4 2024. 29 opened new positions and 30 sold out. The largest holders were Morgan Stanley ($74.9M), Bank of America Corp. ($54.6M) and LPL Financial LLC ($46.9M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vaneck BDC Income ETF
- CUSIP
- 92189F411
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $13.9M |
| Exits | 30 | $16.7M |
All 13F filers, Q4 2024 → Q1 2025: 4,649,966 shares bought and 2,686,507 shares sold, net +1,963,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 217 holders
| Morgan Stanley | 0.01% | Add +10.3% | 4,471,088 | $74.9M |
| Bank of America Corp. | 0.00% | Add +29.1% | 3,257,031 | $54.6M |
| LPL Financial LLC | 0.02% | Add +13.1% | 2,797,822 | $46.9M |
| Wells Fargo & Company | 0.01% | Reduce -18.3% | 1,612,792 | $27.0M |
| UBS Group AG | 0.01% | Add +1.5% | 1,464,969 | $24.6M |
| Independent Financial Group, LLC | 0.53% | Add +70.4% | 916,978 | $15.4M |
| Mission Hills Financial Advisory, LLC | 10.07% | Add +7.5% | 865,597 | $14.5M |
| Condor Capital Management | 1.27% | Reduce -19.1% | 814,425 | $13.6M |
| Haven Private, LLC | 5.68% | Add +12.4% | 598,790 | $10.0M |
| Osaic Holdings, Inc. | 0.02% | Add +20.1% | 521,337 | $8.7M |
| Nan Fung Trinity (hk) Ltd. | 1.26% | Add +40.1% | 474,800 | $8.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +790.2% | 471,298 | $7.9M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +12.1% | 468,794 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +19.1% | 466,339 | $7.8M |
| Stifel Financial Corp. | 0.01% | Add +6.2% | 439,370 | $7.4M |
| Raymond James Financial Inc. | 0.00% | Add +24.8% | 415,016 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.3% | 372,134 | $6.2M |
| Foundations Investment Advisors, LLC | 0.11% | Add +1.8% | 346,776 | $5.8M |
| Hilltop Holdings Inc. | 0.35% | Reduce -4.0% | 327,584 | $5.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -16.2% | 293,400 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.2% | 286,993 | $4.8M |
| Townsquare Capital LLC | 0.05% | Add +4.1% | 274,071 | $4.6M |
| Mariner, LLC | 0.01% | Reduce -3.6% | 271,486 | $4.6M |
| Barings LLC | 0.10% | No change | 236,283 | $4.0M |
| TrueMark Investments, LLC | 0.99% | Add +1108.7% | 224,919 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.5% | 200,176 | $3.4M |
| Shilanski & Associates, Inc. | 1.05% | Add +1.1% | 200,009 | $3.4M |
| Centaurus Financial, Inc. | 0.20% | Add +32.1% | 198,029 | $3.3M |
| Arkadios Wealth Advisors | 0.12% | Add +9.8% | 196,657 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Reduce -4.8% | 195,807 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -38.1% | 188,707 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -58.5% | 186,202 | $3.1M |
| Tocqueville Asset Management L.P. | 0.05% | Add +0.1% | 179,337 | $3.0M |
| Delta Investment Management, LLC | 0.55% | Add +31.1% | 162,081 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +80.3% | 157,514 | $2.6M |
| Cynosure Group, LLC | 0.35% | Add +29.0% | 153,232 | $2.6M |
| Financial Management Network Inc. | 0.57% | Add +10.9% | 178,368 | $2.5M |
| AdvisorNet Financial, Inc | 0.18% | New | 145,741 | $2.4M |
| Mgo One Seven LLC | 0.09% | Add +40.9% | 144,420 | $2.4M |
| CreativeOne Wealth, LLC | 0.07% | Add +4.5% | 142,938 | $2.4M |
| Graypoint LLC | 0.15% | Add +8.9% | 141,173 | $2.4M |
| Measured Risk Portfolios, Inc. | 2.49% | Reduce -4.0% | 138,676 | $2.3M |
| Samalin Investment Counsel, LLC | 0.94% | Reduce -2.8% | 137,432 | $2.3M |
| OMERS ADMINISTRATION Corp | 0.02% | New | 131,800 | $2.2M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -51.1% | 128,156 | $2.1M |
| Wedbush Securities Inc. | 0.08% | Add +8.7% | 124,492 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.4% | 114,828 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +25.3% | 113,571 | $1.9M |
| Black Swift Group, LLC | 0.43% | Reduce -60.6% | 112,140 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +1.7% | 111,622 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -12.3% | 108,427 | $1.8M |
| Investment Partners Asset Management, Inc. | 1.37% | Add +0.2% | 104,237 | $1.7M |
| Creative Planning | 0.00% | Reduce -5.9% | 103,412 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.1% | 98,327 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -0.1% | 98,327 | $1.6M |
| Stonebridge Financial Planning Group, LLC | 0.75% | Add +62.0% | 97,755 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -35.3% | 98,555 | $1.6M |
| Bridges Investment Management Inc. | 0.02% | Add +15.2% | 96,752 | $1.6M |
| Future Financial Wealth Managment LLC | 1.18% | Add +1.8% | 96,166 | $1.6M |
| Waverly Advisors, LLC | 0.02% | Add +17.7% | 94,295 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +7.4% | 92,730 | $1.6M |
| Spire Wealth Management | 0.05% | Add +13.3% | 92,250 | $1.5M |
| Gibbs Wealth Management | 0.35% | Add +3.0% | 86,136 | $1.4M |
| Consolidated Portfolio Review Corp | 0.22% | Reduce -9.0% | 83,201 | $1.4M |
| SlateStone Wealth, LLC | 0.14% | No change | 82,500 | $1.4M |
| Howard Wealth Management, LLC | 0.74% | Add +10.3% | 78,898 | $1.3M |
| Sax Wealth Advisors, LLC | 0.09% | Add +24.5% | 78,179 | $1.3M |
| GFS Advisors, LLC | 0.26% | No change | 77,800 | $1.3M |
| Perennial Investment Advisors, LLC | 0.15% | Add +20.4% | 77,736 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | New | 76,686 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +8.8% | 76,125 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -11.8% | 74,878 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +6.5% | 74,380 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.1% | 70,015 | $1.2M |
| Alpha Wealth Funds, LLC | 1.27% | Add +34.5% | 69,608 | $1.2M |
| Napa Wealth Management | 0.66% | Reduce -10.8% | 69,603 | $1.2M |
| Guidance Capital, Inc. | 0.35% | Reduce -6.4% | 73,659 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -14.9% | 67,321 | $1.1M |
| International Assets Investment Management, LLC | 0.10% | Add +46.2% | 66,546 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | New | 65,724 | $1.1M |
| Naviter Wealth, LLC | 0.12% | Add +95.3% | 59,738 | $1.0M |
| Ranch Capital Advisors Inc. | 0.43% | Reduce -0.6% | 54,280 | $910K |
| Goldman Sachs Group Inc. | 0.00% | Add +297.3% | 51,427 | $862K |
| Albion Financial Group | 0.06% | New | 46,941 | $787K |
| CIBC Private Wealth Group LLC | 0.00% | Add +18.4% | 55,909 | $780K |
| Sowell Financial Services LLC | 0.03% | Add +11.6% | 45,552 | $763K |
| Bard Associates Inc. | 0.28% | Add +6.3% | 45,475 | $762K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -26.1% | 42,500 | $712K |
| Wealth Alliance, LLC | 0.08% | Reduce -8.1% | 39,939 | $669K |
| GWN Securities Inc. | 0.04% | New | 41,451 | $665K |
| CW Advisors, LLC | 0.01% | Add +66.7% | 38,692 | $648K |
| Valtrion Capital Management, LLC | 0.86% | New | 37,895 | $635K |
| Sage Mountain Advisors LLC | 0.05% | No change | 36,650 | $614K |
| NWF Advisory Services Inc. | 0.09% | Add +39.8% | 36,319 | $609K |
| Cerity Partners LLC | 0.00% | Add +5.3% | 35,879 | $601K |
| Pasadena Private Wealth, LLC | 0.11% | New | 35,382 | $593K |
| Tyler-Stone Wealth Management | 0.11% | No change | 35,136 | $589K |
| First PREMIER Bank | 0.15% | Add +3.7% | 34,581 | $579K |
| Advisors Asset Management, Inc. | 0.01% | Add +9.7% | 34,326 | $575K |
| Wambolt & Associates, LLC | 0.19% | Reduce -4.6% | 33,235 | $549K |
"% of holder's portfolio" is BIZD's weight in each manager's 13F, not the share of Vaneck BDC Income ETF the manager owns.