VANECK BDC INCOME ETF (BIZD) Institutional Shareholders

VANECK BDC INCOME ETF (BIZD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $692.79M in BIZD holdings during the latest filing period.

Bank Of America Corp is currently the largest disclosed institutional shareholder of BIZD tracked by InsiderSet, reporting ownership valued at approximately $97.59M in its March 31, 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 $94.54M, representing an estimated loss of -3.13% 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, Wells Fargo & Company/Mn, 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

251

Total Reported Value

$692.79M

Largest Holder

Bank Of America Corp

Largest Position

$97.59M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

69

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.01%7,624,033$97,587,626$94,538,009-$3,049,617-3.13%
Morgan Stanley0.01%6,752,487$86,431,840$83,730,839-$2,701,001-3.13%
Wells Fargo & Company/Mn0.01%4,090,876$52,363,211$50,726,862-$1,636,349-3.12%
Lpl Financial Llc0.01%2,533,586$32,429,899$31,416,466-$1,013,433-3.12%
Bank Julius Baer & Co. Ltd, Zurich0.09%2,387,127$30,555,228$29,600,375-$954,853-3.13%
Generali Asset Management Spa Sgr0.50%2,200,000$27,852,000$27,280,000-$572,000-2.05%
Two Sigma Investments, Lp0.02%2,121,900$27,160,320$26,311,560-$848,760-3.13%
Cambridge Associates Llc0.38%2,424,628$24,125,052$30,065,387+$5,940,335+24.62%
Raymond James Financial Inc0.01%1,817,246$23,260,739$22,533,850-$726,889-3.12%
Apollon Wealth Management, Llc0.22%1,425,744$18,049,919$17,679,226-$370,693-2.05%
Mission Hills Financial Advisory, Llc8.19%1,250,070$16,000,901$15,500,868-$500,033-3.13%
Transcend Capital Advisors, Llc1.21%1,175,800$15,050,243$14,579,920-$470,323-3.13%
Amplius Wealth Advisors, Llc0.96%1,033,780$13,087,655$12,818,872-$268,783-2.05%
Condor Capital Management0.80%750,093$9,601,194$9,301,153-$300,041-3.13%
Lido Advisors, Llc0.03%562,360$7,198,215$6,973,264-$224,951-3.13%
Royal Bank Of Canada0.00%503,030$6,439,000$6,237,572-$201,428-3.13%
Mgo One Seven Llc0.10%457,091$5,786,771$5,667,928-$118,843-2.05%
Equitable Holdings, Inc.0.04%391,219$5,543,903$4,851,116-$692,787-12.50%
Berkeley Capital Partners, Llc1.24%419,203$5,365,799$5,198,117-$167,682-3.13%
Sterling Investment Advisors, Ltd.0.89%421,475$5,335,874$5,226,290-$109,584-2.05%
Clark Capital Management Group, Inc.0.03%412,737$5,283,029$5,117,939-$165,090-3.12%
Cerity Partners Llc0.01%389,377$4,984,037$4,828,275-$155,762-3.13%
Maia Wealth Llc0.72%386,935$4,898,603$4,797,994-$100,609-2.05%
Ubs Group Ag0.00%376,931$4,824,716$4,673,944-$150,772-3.12%
Stifel Financial Corp0.00%375,995$4,812,726$4,662,338-$150,388-3.12%
U.S. Capital Wealth Advisors, Llc0.12%365,388$4,676,966$4,530,811-$146,155-3.12%
Envestnet Asset Management Inc0.00%340,135$4,353,722$4,217,674-$136,048-3.12%
Gotham Asset Management, Llc0.01%304,436$3,896,781$3,775,006-$121,775-3.13%
Magnolia Capital Advisors Llc0.72%285,325$3,652,158$3,538,030-$114,128-3.12%
Focus Partners Wealth0.00%274,058$3,507,941$3,398,319-$109,622-3.12%
Naviter Wealth, Llc0.43%267,260$3,420,933$3,314,024-$106,909-3.13%
Mariner, Llc0.00%254,330$3,238,575$3,153,692-$84,883-2.62%
Cetera Investment Advisers0.00%246,334$3,153,080$3,054,542-$98,538-3.13%
Haven Private, Llc1.19%246,918$3,125,979$3,061,783-$64,196-2.05%
Hightower Advisors, Llc0.00%235,298$3,011,833$2,917,695-$94,138-3.13%
J.Safra Asset Management Corp0.16%225,272$2,883,479$2,793,373-$90,106-3.12%
Arkadios Wealth Advisors0.05%223,927$2,866,268$2,776,695-$89,573-3.13%
Samalin Investment Counsel, Llc0.88%216,774$2,744,354$2,687,998-$56,356-2.05%
Clarity Financial Llc0.23%214,125$2,710,823$2,655,150-$55,673-2.05%
Sound Income Strategies, Llc0.12%205,600$2,602,893$2,549,440-$53,453-2.05%
Measured Risk Portfolios, Inc.2.55%180,605$2,311,744$2,239,502-$72,242-3.13%
Black Swift Group, Llc0.40%178,107$2,279,769$2,208,527-$71,242-3.12%
Stratos Wealth Partners, Ltd.0.03%175,225$2,242,884$2,172,790-$70,094-3.13%
Ferguson Shapiro Llc0.65%174,640$2,210,942$2,165,536-$45,406-2.05%
Alpha Wealth Funds, Llc1.55%170,395$2,181,056$2,112,898-$68,158-3.13%
Independent Financial Group, Llc0.04%167,250$2,117,385$2,073,900-$43,485-2.05%
Financial Management Network Inc0.32%170,726$2,099,929$2,117,002+$17,073+0.81%
Osaic Holdings, Inc.0.00%163,890$2,097,831$2,032,236-$65,595-3.13%
Advisory Advocates, Llc1.05%153,795$2,075,561$1,907,058-$168,503-8.12%
Garner Asset Management Corp0.79%156,524$2,003,507$1,940,898-$62,609-3.12%

Frequently asked questions about BIZD

  • Who owns the most BIZD stock?

    The largest holders of BIZD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANECK BDC INCOME ETF (BIZD).

  • Is BIZD widely held by superinvestors?

    Many widely followed stocks like BIZD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BIZD is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.