BIZD Institutional Ownership & Shareholders
VANECK BDC INCOME ETF (BIZD) is currently held by 266 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $794.68M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of BIZD tracked by InsiderSet, reporting ownership valued at approximately $130.74M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $127.95M, representing an estimated loss of -2.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed BIZD value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Bank Julius Baer & Co. Ltd, Zurich, and several other long-term asset managers with concentrated positions in VANECK BDC INCOME ETF (BIZD).
This page ranks the largest institutional BIZD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
266
Total Reported Value
$794.68M
Largest Holder
Bank Of America Corp
Largest Position
$130.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 10,327,075 | $130,740,770 | $127,952,459 | -$2,788,311 | -2.13% | |
| Morgan Stanley | 0.01% | 8,539,758 | $108,113,347 | $105,807,602 | -$2,305,745 | -2.13% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.14% | 4,104,428 | $53,184,569 | $50,853,863 | -$2,330,706 | -4.38% | |
| Wells Fargo & Company/Mn | 0.01% | 3,848,569 | $48,722,875 | $47,683,770 | -$1,039,105 | -2.13% | |
| Lpl Financial Llc | 0.01% | 2,861,929 | $36,232,023 | $35,459,300 | -$772,723 | -2.13% | |
| Generali Asset Management Spa Sgr | 0.49% | 2,200,000 | $28,358,000 | $27,258,000 | -$1,100,000 | -3.88% | |
| Cambridge Associates Llc | 0.35% | 1,907,532 | $24,149,355 | $23,634,321 | -$515,034 | -2.13% | |
| Apollon Wealth Management, Llc | 0.24% | 1,599,804 | $20,621,474 | $19,821,572 | -$799,902 | -3.88% | |
| Transcend Capital Advisors, Llc | 1.07% | 1,245,846 | $15,772,415 | $15,436,032 | -$336,383 | -2.13% | |
| Mission Hills Financial Advisory, Llc | 6.70% | 1,204,459 | $15,248,446 | $14,923,247 | -$325,199 | -2.13% | |
| Amplius Wealth Advisors, Llc | 0.97% | 1,098,301 | $14,157,099 | $13,607,949 | -$549,150 | -3.88% | |
| Naviter Wealth, Llc | 0.85% | 738,897 | $9,354,435 | $9,154,934 | -$199,501 | -2.13% | |
| Condor Capital Management | 0.61% | 643,796 | $8,150,458 | $7,976,632 | -$173,826 | -2.13% | |
| Market Street Wealth Management Advisors Llc | 1.11% | 604,348 | $7,790,046 | $7,487,872 | -$302,174 | -3.88% | |
| Parkside Investments, Llc | 0.87% | 596,041 | $7,682,968 | $7,384,948 | -$298,020 | -3.88% | |
| Royal Bank Of Canada | 0.00% | 544,936 | $6,899,000 | $6,751,757 | -$147,243 | -2.13% | |
| Cerity Partners Llc | 0.01% | 543,391 | $6,879,336 | $6,732,614 | -$146,722 | -2.13% | |
| Arax Advisory Partners | 0.04% | 491,164 | $6,218,136 | $6,085,522 | -$132,614 | -2.13% | |
| Ubs Group Ag | 0.00% | 476,152 | $6,028,084 | $5,899,523 | -$128,561 | -2.13% | |
| Stifel Financial Corp | 0.00% | 463,773 | $5,871,373 | $5,746,147 | -$125,226 | -2.13% | |
| Equitable Holdings, Inc. | 0.03% | 458,287 | $5,801,918 | $5,678,176 | -$123,742 | -2.13% | |
| Mgo One Seven Llc | 0.09% | 438,846 | $5,656,722 | $5,437,302 | -$219,420 | -3.88% | |
| Raymond James Financial Inc | 0.00% | 441,761 | $5,592,692 | $5,473,419 | -$119,273 | -2.13% | |
| Berkeley Capital Partners, Llc | 1.15% | 441,601 | $5,590,667 | $5,471,436 | -$119,231 | -2.13% | |
| Clark Capital Management Group, Inc. | 0.03% | 430,954 | $5,455,873 | $5,339,520 | -$116,353 | -2.13% | |
| Envestnet Asset Management Inc | 0.00% | 426,511 | $5,399,634 | $5,284,471 | -$115,163 | -2.13% | |
| Sterling Investment Advisors, Ltd. | 0.83% | 390,975 | $5,039,668 | $4,844,180 | -$195,488 | -3.88% | |
| Maia Wealth Llc | 0.68% | 381,407 | $4,916,331 | $4,725,633 | -$190,698 | -3.88% | |
| Hilltop Holdings Inc. | 0.39% | 376,719 | $4,769,263 | $4,667,548 | -$101,715 | -2.13% | |
| U.S. Capital Wealth Advisors, Llc | 0.12% | 365,388 | $4,676,966 | $4,527,157 | -$149,809 | -3.20% | |
| Millennium Management Llc | 0.00% | 330,887 | $4,189,029 | $4,099,690 | -$89,339 | -2.13% | |
| Newedge Advisors, Llc | 0.01% | 319,095 | $4,039,750 | $3,953,587 | -$86,163 | -2.13% | |
| Sg Americas Securities, Llc | 0.00% | 312,400 | $3,955,000 | $3,870,636 | -$84,364 | -2.13% | |
| Garner Asset Management Corp | 1.27% | 322,753 | $3,840,765 | $3,998,910 | +$158,145 | +4.12% | |
| Focus Partners Wealth | 0.00% | 289,124 | $3,660,313 | $3,582,246 | -$78,067 | -2.13% | |
| Samalin Investment Counsel, Llc | 1.16% | 281,875 | $3,633,372 | $3,492,431 | -$140,941 | -3.88% | |
| Magnolia Capital Advisors Llc | 0.62% | 286,357 | $3,625,280 | $3,547,963 | -$77,317 | -2.13% | |
| Qtr Family Wealth, Llc | 1.29% | 270,128 | $3,481,950 | $3,346,886 | -$135,064 | -3.88% | |
| Van Eck Associates Corp | 0.00% | 274,631 | $3,476,829 | $3,402,678 | -$74,151 | -2.13% | |
| Prime Capital Investment Advisors, Llc | 0.03% | 268,015 | $3,454,713 | $3,320,706 | -$134,007 | -3.88% | |
| Mariner, Llc | 0.00% | 256,723 | $3,250,119 | $3,180,798 | -$69,321 | -2.13% | |
| Two Sigma Investments, Lp | 0.00% | 243,900 | $3,087,774 | $3,021,921 | -$65,853 | -2.13% | |
| Osaic Holdings, Inc. | 0.00% | 237,446 | $3,006,103 | $2,941,956 | -$64,147 | -2.13% | |
| Sound Income Strategies, Llc | 0.13% | 245,318 | $2,985,518 | $3,039,490 | +$53,972 | +1.81% | |
| Cetera Investment Advisers | 0.00% | 234,146 | $2,964,288 | $2,901,069 | -$63,219 | -2.13% | |
| J.Safra Asset Management Corp | 0.13% | 231,406 | $2,929,596 | $2,867,120 | -$62,476 | -2.13% | |
| Bessemer Group Inc | 0.00% | 230,555 | $2,919,000 | $2,856,576 | -$62,424 | -2.14% | |
| Lido Advisors, Llc | 0.01% | 229,246 | $2,902,263 | $2,840,358 | -$61,905 | -2.13% | |
| Arkadios Wealth Advisors | 0.04% | 221,304 | $2,801,703 | $2,741,957 | -$59,746 | -2.13% | |
| Clarity Financial Llc | 0.23% | 214,125 | $2,710,823 | $2,653,009 | -$57,814 | -2.13% |
Frequently asked questions about BIZD
Who are the largest institutional holders of BIZD?
The largest institutional holders of BIZD reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Bank Julius Baer & Co. Ltd, Zurich, Wells Fargo & Company/Mn, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported BIZD position.
What is BIZD institutional ownership?
This page tracks BIZD positions reported by institutional investment managers through SEC Form 13F. VANECK BDC INCOME ETF (BIZD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BIZD?
InsiderSet currently tracks 266 institutional managers reporting BIZD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BIZD shareholders.
How much BIZD stock do institutions own?
Institutional investment managers disclosed approximately $794.68M in BIZD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BIZD institutional ownership last updated?
The latest BIZD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BIZD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BIZD position after the reporting date.
Are institutions buying or selling BIZD?
Institutional buying and selling can be analyzed by comparing BIZD positions across consecutive 13F reporting periods. InsiderSet's BIZD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BIZD ownership changes.
How has BIZD institutional ownership changed over time?
InsiderSet tracks BIZD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.