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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions29$13.9M
Exits30$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
JPMorgan Chase & Co. 0.00% Reduce -68.9% 31,749 $532K
Brown Advisory Inc. 0.00% No change 31,222 $523K
Visionary Wealth Advisors 0.03% Add +121.1% 30,168 $506K
Comerica Bank 0.00% Reduce -18.2% 29,970 $502K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Reduce -30.3% 29,754 $502K
Andina Capital Management, LLC 0.35% Add +0.3% 29,621 $496K
Milestone Asset Management, LLC 0.10% Add +13.1% 29,300 $491K
Maridea Wealth Management LLC 0.16% Add +0.6% 28,695 $481K
World Investment Advisors 0.01% Add +5.8% 28,671 $481K
Stephens Inc. 0.01% Add +7.5% 28,475 $477K
Harbour Investments, Inc. 0.01% Reduce -39.1% 28,275 $474K
Triumph Capital Management 0.16% Add +10.8% 28,238 $473K
Texas Yale Capital Corp. 0.02% No change 27,850 $467K
IAM Advisory, LLC 0.12% Add +6.0% 27,105 $454K
Cary Street Partners Financial LLC 0.01% Reduce -4.2% 27,003 $453K
U.S. Capital Wealth Advisors, LLC 0.01% New 26,925 $451K
IHT Wealth Management, LLC 0.01% Add +18.9% 25,520 $428K
HB Wealth Management, LLC 0.00% No change 24,989 $419K
HRT Financial LP 0.00% New 24,631 $412K
Insight Advisors, LLC/ PA 0.07% Add +100.0% 24,482 $410K
Sterling Group Wealth Management, LLC 0.22% No change 24,025 $403K
Truist Financial Corp. 0.00% Add +2.4% 23,870 $400K
Bleakley Financial Group, LLC 0.01% Add +11.0% 23,244 $390K
Endowment Wealth Management, Inc. 0.25% Reduce -1.4% 22,734 $381K
DKM Wealth Management, Inc. 0.36% No change 22,400 $375K
Wealth Enhancement Advisory Services, LLC 0.00% New 22,308 $374K
Beacon Financial Advisory LLC 0.11% Add +3.9% 21,443 $359K
Wealthcare Advisory Partners LLC 0.01% Add +9.4% 20,762 $348K
Oregon Pacific Wealth Management, LLC 0.33% Add +3.3% 19,749 $331K
Register Financial Advisors LLC 0.17% Add +14.8% 19,523 $327K
Ieq Capital, LLC 0.00% New 19,267 $323K
Beck Bode, LLC 0.06% Reduce -16.2% 19,195 $322K
Apeiron RIA LLC 0.09% Reduce -1.7% 18,437 $309K
Silver Oak Securities, Incorporated 0.03% Add +8.0% 18,315 $309K
Everstar Asset Management, LLC 0.20% Add +0.9% 17,963 $301K
Baker Avenue Asset Management, LP 0.01% No change 17,486 $293K
Jefferies Financial Group Inc. 0.01% Reduce -9.1% 17,369 $291K
Cascade Financial Partners, LLC 0.04% Reduce -2.0% 17,108 $287K
Larson Financial Group LLC 0.01% Add +5.3% 17,073 $286K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.3% 16,250 $272K
Concurrent Investment Advisors, LLC 0.01% New 15,857 $266K
Attessa Capital LLC 0.17% Reduce -10.0% 15,522 $260K
CFO4Life Group, LLC 0.04% New 14,712 $247K
Barclays PLC 0.00% New 14,594 $245K
Valtinson Bruner Financial Planning LLC 0.08% Add +15.8% 14,503 $243K
Oppenheimer & Co. Inc. 0.00% Reduce -16.2% 14,347 $240K
Principal Securities, Inc. 0.01% No change 14,294 $238K
Crossmark Global Holdings, Inc. 0.00% New 14,176 $238K
Capital Advisory Group Advisory Services, LLC 0.09% Reduce -2.1% 14,092 $236K
Hexagon Capital Partners LLC 0.04% No change 13,616 $228K
Anchor Investment Management, LLC 0.02% Reduce -15.1% 13,329 $223K
Sheaff Brock Investment Advisors, LLC 0.02% No change 13,300 $223K
NTV Asset Management LLC 0.03% No change 13,000 $218K
Susquehanna International Group, LLP 0.00% New 12,688 $213K
Integrated Wealth Concepts LLC 0.00% Reduce -1.6% 12,330 $207K
Great Waters Wealth Management 0.03% New 12,186 $204K
Silvercrest Asset Management Group LLC 0.00% No change 11,976 $201K
Moors & Cabot, Inc. 0.01% New 11,950 $200K
D.A. Davidson & Co. 0.00% New 11,920 $200K
Clear Harbor Asset Management, LLC 0.02% New 11,390 $191K
Corient Private Wealth LP 0.00% New 11,018 $185K
Gill Capital Partners, LLC 0.06% No change 10,797 $181K
Koshinski Asset Management, Inc. 0.01% No change 10,190 $171K
Moloney Securities Asset Management, LLC 0.02% New 10,117 $170K
Gotham Asset Management 0.00% New 10,000 $168K
Brown Brothers Harriman & Co. 0.00% No change 8,871 $149K
MKT Advisors LLC 0.07% Reduce -9.0% 10,100 $144K
MGB Wealth Management, LLC 0.05% No change 7,493 $126K
Centricity Wealth Management, LLC 0.11% Add +18.2% 7,230 $121K
Anfield Capital Management, LLC 0.04% Add +38.7% 6,957 $117K
Hollencrest Capital Management 0.00% Add +94.2% 5,885 $99K
Sound Income Strategies, LLC 0.01% Reduce -16.9% 5,428 $91K
IFP Advisors, Inc 0.00% Reduce -18.1% 5,113 $86K
Ameriflex Group, Inc. 0.03% Reduce -10.3% 4,335 $73K
Financial Network Wealth Advisors LLC 0.09% Add +343.2% 4,210 $71K
AE Wealth Management LLC 0.00% Add +81.9% 3,557 $60K
CoreCap Advisors, LLC 0.00% Add +9.0% 3,511 $59K
Federation des caisses Desjardins du Quebec 0.00% New 3,500 $59K
Webster Bank, N. A. 0.01% No change 3,456 $58K
AlphaCore Capital LLC 0.00% New 3,163 $53K
Sunbelt Securities, Inc. 0.00% No change 3,000 $50K
Beaird Harris Wealth Management, LLC 0.00% No change 2,809 $47K
Barrett & Company, Inc. 0.02% No change 2,250 $38K
Capital Investment Advisory Services, LLC 0.00% No change 2,071 $35K
Cape Investment Advisory, Inc. 0.01% No change 2,000 $34K
Cwm, LLC 0.00% Reduce -12.1% 1,648 $28K
West Oak Capital, LLC 0.01% No change 1,450 $24K
Continuum Advisory, LLC 0.00% No change 1,254 $21K
Creative Financial Designs Inc. 0.00% Add +84.6% 1,200 $20K
Private Trust Co. NA 0.00% Add +6.3% 1,169 $20K
Parkside Financial Bank & Trust 0.00% Add +8.0% 1,109 $19K
Salomon & Ludwin, LLC 0.00% No change 917 $15K
Aventura Private Wealth, LLC 0.01% No change 835 $14K
Innovative Advisory Group, LLC 0.01% No change 800 $13K
Aspect Partners, LLC 0.01% Add +6.9% 772 $13K
Van Eck Associates Corp. 0.00% Add +0.9% 647 $11K
PFS Partners, LLC 0.01% No change 589 $10K
Kentucky Trust Co 0.01% No change 500 $8K
Colonial Trust Advisors 0.00% No change 475 $8K
NFSG Corp 0.00% No change 455 $8K
Group One Trading LLC 0.00% No change 400 $7K
Glass Jacobson Investment Advisors llc 0.00% No change 398 $7K
US Bancorp \de 0.00% No change 389 $7K
FMR LLC 0.00% No change 377 $6K
MAI Capital Management 0.00% Reduce -72.3% 344 $6K
WealthShield Partners, LLC 0.00% Add +100.0% 278 $5K
PNC Financial Services Group, Inc. 0.00% No change 250 $4K
Cornerstone Planning Group LLC 0.00% Add +3.0% 237 $4K
Aptus Capital Advisors, LLC 0.00% New 200 $3K
Coldstream Capital Management Inc. 0.00% New 166 $3K
Whipplewood Advisors, LLC 0.00% New 764 $2K
BNP Paribas Financial Markets 0.00% Reduce -45.1% 113 $2K
NBT Bank, N.A. 0.00% No change 59 $989
Citizens National Bank Trust Department 0.00% No change 50 $838
O'shaughnessy Asset Management, LLC 0.00% Reduce -93.0% 43 $721
Park Square Financial Group, LLC 0.00% Reduce -81.9% 17 $285
Creekmur Asset Management LLC 0.00% Reduce -20.0% 4 $74

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