Vaneck BDC Income ETFBIZDETF

13F holders, Q2 2025 (June 30)
236holders +19
36new positions
17sold out
1famous investor
$16.28avg. 13F price*

At the end of Q2 2025, 236 institutions reported holding Vaneck BDC Income ETF (BIZD) in their 13F filings, up 19 from Q1 2025. 36 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($86.2M), Morgan Stanley ($76.5M) and LPL Financial LLC ($43.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions36$15.7M
Exits17$21.5M

All 13F filers, Q1 2025 → Q2 2025: 7,161,097 shares bought and 2,809,802 shares sold, net +4,351,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 236 holders

Bank of America Corp. 0.01% Add +62.6% 5,295,265 $86.2M
Morgan Stanley 0.01% Add +5.1% 4,698,710 $76.5M
LPL Financial LLC 0.01% Reduce -4.5% 2,670,533 $43.5M
Wells Fargo & Company 0.01% Add +32.9% 2,143,936 $34.9M
Independent Financial Group, LLC 0.47% Add +13.8% 1,043,444 $17.0M
UBS Group AG 0.00% Reduce -29.7% 1,029,666 $16.8M
Mission Hills Financial Advisory, LLC 10.10% Add +15.4% 999,233 $16.3M
Condor Capital Management 1.17% Add +2.0% 830,944 $13.5M
Haven Private, LLC 4.46% Add +3.2% 618,099 $10.1M
Kestra Advisory Services, LLC 0.05% Add +20.5% 568,118 $9.2M
Clark Capital Management Group, Inc. 0.06% Add +322.5% 541,456 $8.8M
Osaic Holdings, Inc. 0.02% Add +3.3% 538,746 $8.8M
Royal Bank of Canada 0.00% Add +11.3% 518,925 $8.4M
Bard Associates Inc. 2.63% Add +1003.8% 501,955 $8.2M
Stifel Financial Corp. 0.01% Add +5.4% 463,259 $7.5M
Raymond James Financial Inc. 0.00% Add +1.9% 422,682 $6.9M
Envestnet Asset Management Inc. 0.00% Add +42.1% 407,803 $6.6M
NewEdge Advisors, LLC 0.03% Add +104.2% 380,160 $6.2M
Commonwealth Equity Services, LLC 0.01% Add +1.0% 375,874 $6.1M
Steward Partners Investment Advisory, LLC 0.04% Reduce -25.0% 351,595 $5.7M
Hilltop Holdings Inc. 0.36% Add +4.5% 342,178 $5.6M
Naviter Wealth, LLC 0.68% Add +464.8% 337,401 $5.5M
Van Eck Associates Corp. 0.01% Add +51562.1% 334,254 $5.4M
Foundations Investment Advisors, LLC 0.08% Reduce -11.9% 305,454 $5.0M
Mariner, LLC 0.01% Add +10.6% 300,265 $4.9M
Flputnam Investment Management Co. 0.07% Add +238.3% 259,429 $4.2M
Equitable Holdings, Inc. 0.03% Add +25.0% 244,717 $4.0M
Graypoint LLC 0.22% Add +72.4% 243,401 $4.0M
Barings LLC 0.09% No change 236,283 $3.8M
Arkadios Wealth Advisors 0.11% Add +11.9% 220,148 $3.6M
Centaurus Financial, Inc. 0.20% Add +7.2% 212,322 $3.5M
Shilanski & Associates, Inc. 0.94% Add +1.5% 203,050 $3.3M
Tocqueville Asset Management L.P. 0.05% Add +9.8% 196,827 $3.2M
Janney Montgomery Scott LLC 0.01% Reduce -6.3% 187,613 $3.1M
Financial Management Network Inc. 0.54% Add +3.3% 184,226 $3.0M
Stratos Wealth Partners, LTD. 0.04% Reduce -5.4% 178,526 $2.9M
Delta Investment Management, LLC 0.56% Add +10.0% 178,328 $2.9M
Mgo One Seven LLC 0.09% Add +15.7% 167,093 $2.7M
J.W. Cole Advisors, Inc. 0.06% Add +1.4% 159,680 $2.6M
Cynosure Group, LLC 0.29% Add +2.1% 156,439 $2.5M
Susquehanna International Group, LLP 0.00% Add +1031.5% 143,563 $2.3M
Measured Risk Portfolios, Inc. 2.57% Add +1.9% 141,323 $2.3M
Samalin Investment Counsel, LLC 0.87% Add +0.8% 138,597 $2.3M
Beacon Pointe Advisors, LLC 0.02% New 138,018 $2.2M
AdvisorNet Financial, Inc 0.14% Reduce -5.9% 137,204 $2.2M
Wedbush Securities Inc. 0.07% Add +3.9% 129,283 $2.1M
CreativeOne Wealth, LLC 0.05% Reduce -10.7% 127,595 $2.1M
Avantax Advisory Services, Inc. 0.01% Add +10.8% 127,289 $2.1M
Park Avenue Securities LLC 0.02% New 123,164 $2.0M
Cetera Investment Advisers 0.00% Add +11.1% 120,429 $2.0M
Stonebridge Financial Planning Group, LLC 0.82% Add +23.1% 120,356 $2.0M
Ameritas Advisory Services, LLC 0.10% New 119,592 $1.9M
Sax Wealth Advisors, LLC 0.11% Add +43.9% 112,475 $1.8M
Kingswood Wealth Advisors, LLC 0.14% Add +13.4% 111,727 $1.8M
Investment Partners Asset Management, Inc. 1.20% Add +2.0% 106,353 $1.7M
Bridges Investment Management Inc. 0.02% Add +9.3% 105,767 $1.7M
Howard Wealth Management, LLC 0.83% Add +27.9% 100,873 $1.6M
HighTower Advisors, LLC 0.00% Reduce -10.7% 99,633 $1.6M
Waverly Advisors, LLC 0.02% Add +4.3% 98,384 $1.6M
Creative Planning 0.00% Reduce -5.5% 97,706 $1.6M
Spire Wealth Management 0.06% Add +3.5% 95,445 $1.6M
J.Safra Asset Management Corp 0.10% New 92,077 $1.5M
Gibbs Wealth Management 0.29% Add +6.0% 91,301 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -20.4% 90,453 $1.5M
International Assets Investment Management, LLC 0.12% Add +34.0% 89,146 $1.5M
Future Financial Wealth Managment LLC 0.95% Reduce -10.8% 85,774 $1.4M
GFS Advisors, LLC 0.17% No change 77,800 $1.3M
Adams Asset Advisors, LLC 0.18% New 76,419 $1.2M
Perennial Investment Advisors, LLC 0.12% Reduce -4.3% 74,420 $1.2M
Alpha Wealth Funds, LLC 1.13% Add +6.5% 74,096 $1.2M
Lido Advisors, LLC 0.01% Reduce -0.6% 73,906 $1.2M
Private Advisor Group, LLC 0.01% Reduce -1.4% 73,870 $1.2M
Black Swift Group, LLC 0.24% Reduce -35.8% 72,000 $1.2M
Kestra Private Wealth Services, LLC 0.02% Add +2.5% 71,772 $1.2M
Guidance Capital, Inc. 0.32% Reduce -5.8% 69,390 $1.1M
Whittier Trust Co. of Nevada Inc. 0.02% No change 65,724 $1.1M
Global Retirement Partners, LLC 0.03% — 65,480 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -34.1% 64,759 $1.1M
Atria Wealth Solutions, Inc. 0.02% Reduce -34.5% 60,743 $989K
NWF Advisory Services Inc. 0.11% Add +62.0% 58,843 $958K
MML Investors Services, LLC 0.00% Reduce -12.9% 58,645 $955K
Ranch Capital Advisors Inc. 0.41% Add +7.9% 58,587 $954K
IFP Advisors, Inc 0.03% Add +995.7% 56,023 $912K
Wealthcare Advisory Partners LLC 0.02% Add +167.6% 55,559 $904K
CW Advisors, LLC 0.01% Add +35.4% 52,399 $853K
CIBC Private Wealth Group LLC 0.00% Reduce -10.9% 49,807 $811K
Sowell Financial Services LLC 0.03% Add +3.9% 47,313 $770K
Harbour Investments, Inc. 0.02% Add +62.0% 45,812 $746K
Albion Financial Group 0.05% Reduce -4.0% 45,065 $734K
Magnolia Capital Advisors LLC 0.18% New 44,871 $731K
Milestone Asset Management, LLC 0.15% Add +46.6% 42,945 $699K
Napa Wealth Management 0.33% Reduce -38.7% 42,639 $694K
Johnson Financial Group, Inc. 0.03% No change 42,500 $692K
Wealth Alliance, LLC 0.08% Add +4.4% 41,691 $679K
Townsquare Capital LLC 0.06% Reduce -85.1% 40,869 $665K
Symphony Financial, Ltd. Co. 0.09% New 41,457 $665K
U.S. Capital Wealth Advisors, LLC 0.02% Add +49.9% 40,361 $657K
SlateStone Wealth, LLC 0.06% Reduce -53.9% 38,000 $619K
Consolidated Portfolio Review Corp 0.09% Reduce -54.7% 37,717 $614K
CFO4Life Group, LLC 0.10% Add +154.3% 37,407 $609K

"% 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 236 holders