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Disclosery

BIZD VANECK ETF TRUST

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BDC INCOME ETF (fund)

222 managers (223 13F filers) reported a position in BIZD shares at 2024-12-31, 29,725,750 shares in all. 37 filers opened a position and 16 filers sold out during the quarter.

Managers
222
13F filers
223
New
37
Added
91
Reduced
41
Sold out
16
Shares held by filers
29,725,750

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY4,054,672$67.4M<0.01%-470,96313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,523,508$42M<0.01%+8,30513F-HRTimelineGroup
LPL Financial LLC2,473,204$41.1M0.02%+76,19513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,974,956$32.8M0.01%+627,36413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,443,514$24M0.01%+96,95313F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT1,006,325$16.7M1.47%+15,50113F-HRTimeline
Mission Hills Financial Advisory, LLC805,097$13.4M10.39%+71,94213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC538,042$8.95M0.3%+32,20513F-HRTimeline
Haven Private, LLC532,719$8.86M4.95%13F-HRTimeline
NewEdge Advisors, LLC448,241$7.45M0.04%+78,62213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.434,023$7.22M0.02%+14,11413F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…418,249$6.96M0.06%+17,15913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP413,870$6.88M0.01%+110,94013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA391,481$6.51M<0.01%+68,81913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC359,678$5.98M<0.01%+58,75513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP350,300$5.83M0.01%+51,10013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.341,258$5.68M0.36%+315,62613F-HRTimelineGroup
Foundations Investment Advisors, LLC340,545$5.66M0.11%+71,40113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC340,472$5.66M0.01%+16,82313F-HRTimeline
NAN FUNG TRINITY (HK) LTD339,000$5.64M1.15%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC332,662$5.53M<0.01%13F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.304,934$5.07M0.07%+15,94913F-HRTimelineGroup
Black Swift Group, LLC284,930$4.74M1%-15,96513F-HRTimeline
Mariner, LLCin group Mariner, LLC281,756$4.69M0.01%+25,67413F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC263,321$4.38M0.05%+24,67313F-HRTimeline
Clark Capital Management Group, Inc.262,213$4.36M0.03%+5,80813F-HRTimeline
BARINGS LLCin group BARINGS LLC236,283$3.93M0.09%+37,21913F-HRTimelineGroup
Alpha Omega Group, Inc.219,974$3.66M4.31%+49,27013F-HRTimeline
Janney Montgomery Scott LLC207,488$3.45M0.01%+97,47713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC206,533$3.43M<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.205,564$3.42M0.03%+21,33613F-HRTimelineGroup
Shilanski & Associates, Inc.197,861$3.29M1.06%-2,25513F-HRTimeline
Arkadios Wealth Advisors179,190$2.98M0.16%-2,18313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …179,163$2.98M0.05%-4,47613F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC160,822$2.69M0.56%+1,41313F-HRTimeline
DENALI ADVISORS LLC157,066$2.61M0.27%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC152,206$2.53M0.19%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.149,873$2.49M0.15%new13F-HRTimeline
Measured Risk Portfolios, Inc.144,513$2.4M2.67%13F-HRTimeline
Samalin Investment Counsel, LLC141,323$2.35M1.01%+15,32213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC136,837$2.28M0.07%new13F-HRTimelineGroup
Graypoint LLC129,634$2.16M0.13%+108,20713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC125,349$2.08M0.02%+55,92313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding124,499$2.07M-3,519Timeline
Delta Investment Management, LLC123,674$2.06M0.4%+32,40013F-HRTimeline
Cetera Investment Advisers123,606$2.06M<0.01%+38,27113F-HRTimeline
Cynosure Group, LLC118,800$1.98M0.3%+5,83413F-HRTimeline
WEDBUSH SECURITIES INC114,572$1.91M0.07%+4,91513F-HRTimeline
Creative Planningin group Creative Planning109,902$1.83M<0.01%+1,90313F-HRTimelineGroup
HighTower Advisors, LLC109,772$1.83M<0.01%+14,82513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.108,921$1.81M0.01%+12,39413F-HRTimeline
Investment Partners Asset Management, I…104,039$1.73M1.36%+2,81713F-HRTimeline
MGO ONE SEVEN LLC102,507$1.7M0.07%+78,70513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO102,135$1.7M<0.01%+91,85013F-HRTimelineGroup
Orion Porfolio Solutions, LLC98,391$1.64M0.02%-12,01213F-HRTimeline
Orion Portfolio Solutions, LLC98,391$1.64M0.02%-12,01213F-HRTimeline
Future Financial Wealth Managment LLC94,492$1.57M1.15%-12,99613F-HRTimeline
Consolidated Portfolio Review Corp91,406$1.52M0.24%+30,05013F-HRTimeline
AXS Investments LLC90,945$1.51M0.42%new13F-HRTimeline
Cambridge Investment Research Advisors,…90,660$1.51M0.01%+9,92613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…87,184$1.5M0.08%+3,85013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…88,010$1.46M<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.87,336$1.45M0.06%+18,11513F-HRTimeline
Atria Wealth Solutions, Inc.86,313$1.44M0.02%+70713F-HRTimeline
Private Advisor Group, LLC84,862$1.41M0.01%-2,98813F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC84,017$1.4M0.02%+5,43013F-HRTimeline
Gibbs Wealth Management83,600$1.39M0.38%+15,22413F-HRTimeline
SlateStone Wealth, LLC82,500$1.37M0.13%013F-HRTimeline
GUIDANCE CAPITAL, INC78,728$1.36M0.42%-12,36913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management81,455$1.35M0.04%+18,82413F-HRTimelineGroup
Waverly Advisors, LLC80,124$1.33M0.02%+31,11813F-HRTimeline
MML INVESTORS SERVICES, LLC79,090$1.31M<0.01%+32,37813F-HRTimeline
NAPA WEALTH MANAGEMENT78,043$1.3M0.56%+20,92013F-HRTimeline
GFS Advisors, LLC77,800$1.29M0.2%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC71,500$1.19M0.64%+34,42113F-HRTimeline
Qube Research & Technologies Ltd69,949$1.16M<0.01%-15,65313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC69,868$1.16M0.01%-43,40613F-HRTimelineGroup
Perennial Investment Advisors, LLC64,594$1.07M0.13%+10613F-HRTimeline
SAX WEALTH ADVISORS, LLC62,814$1.04M0.08%+2,16813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.57,500$1.01M0.05%013F-HRTimelineGroup
Stonebridge Financial Planning Group, L…60,333$1M0.45%+16,79413F-HRTimeline
Ranch Capital Advisors Inc.54,588$908K0.43%+4,03013F-HRTimeline
Alpha Wealth Funds, LLC51,768$861K0.9%13F-HRTimeline
Symphony Financial, Ltd. Co.49,240$847K0.13%-1,54013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.47,205$779K<0.01%-14,29813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.46,466$773K0.02%+20,87313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…45,527$764K0.06%new13F-HRTimeline
WEALTH ALLIANCE, LLC43,456$723K0.09%-1,11413F-HRTimeline
BARD ASSOCIATES INC42,798$712K0.24%+13,11813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…42,710$710K0.11%+72413F-HRTimeline
Sowell Financial Services LLC40,833$679K0.04%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP38,066$633K0.05%new13F-HRTimeline
Global Retirement Partners, LLC37,771$628K0.02%+13,01013F-HRTimeline
Sage Mountain Advisors LLC36,650$609K0.04%013F-HRTimeline
COMERICA BANK36,637$609K<0.01%+2,30313F-HR/ATimeline
Tyler-Stone Wealth Management35,136$584K0.1%-75013F-HRTimeline
Wambolt & Associates, LLC34,826$579K0.19%-1,53113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich31,534$579K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,079$567K<0.01%+2,10013F-HRTimelineGroup
First PREMIER Bank33,356$555K0.14%-7,08513F-HRTimeline
Advisors Asset Management, Inc.31,286$520K0.01%new13F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC31,222$519K<0.01%013F-HRTimelineGroup
Naviter Wealth, LLC30,584$509K0.06%new13F-HRTimeline
Andina Capital Management, LLC29,528$491K0.4%-6,93613F-HRTimeline
Maridea Wealth Management LLC28,525$474K0.15%13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…28,193$469K0.02%13F-HRTimelineGroup
Texas Yale Capital Corp.27,850$463K0.02%013F-HRTimeline
B. Riley Wealth Advisors, Inc.27,367$455K0.01%-9,90913F-HRTimeline
World Investment Advisors27,086$450K0.01%+8,85113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…26,475$440K0.01%013F-HRTimelineGroup
NWF Advisory Services Inc.25,984$432K0.06%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC25,912$431K0.1%+6,30113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.25,890$431K0.05%+13813F-HRTimeline
IAM Advisory, LLC25,567$425K0.11%new13F-HRTimeline
Triumph Capital Management25,490$424K0.15%-75113F-HRTimeline
HB Wealth Management, LLC24,989$416K<0.01%+8,48013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC24,796$412K0.11%+14,13313F-HRTimeline
Sterling Group Wealth Management, LLC24,025$400K0.21%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,320$388K<0.01%+4,01113F-HRTimelineGroup
CW Advisors, LLC23,205$386K0.01%new13F-HRTimeline
Endowment Wealth Management, Inc.23,055$383K0.26%+1,09013F-HRTimeline
Beck Bode, LLC22,894$381K0.07%-7,69313F-HRTimeline
DKM Wealth Management, Inc.22,400$373K0.35%13F-HRTimeline
IHT Wealth Management, LLC21,461$357K0.01%+7,32313F-HRTimeline
Bleakley Financial Group, LLC20,941$348K0.01%+58713F-HRTimeline
Beacon Financial Advisory LLC20,632$343K0.11%+2,19513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,286$337K<0.01%new13F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC19,116$318K0.31%13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.19,115$318K<0.01%-1,35413F-HR/ATimelineGroup
Sanctuary Advisors, LLC18,226$317K<0.01%-137,86813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,976$316K0.01%+7,11113F-HRTimelineGroup
Apeiron RIA LLC18,754$312K0.09%-3,94813F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC18,609$309K0.1%-16,98913F-HRTimelineGroup
Everstar Asset Management, LLC17,798$296K0.21%-58913F-HRTimeline
Baker Avenue Asset Management, LP17,486$291K0.01%013F-HRTimeline
Cascade Financial Partners, LLC17,458$290K0.04%013F-HRTimeline
Castleview Partners, LLC17,093$287K0.15%+13,12813F-HR/ATimeline
Attessa Capital LLC17,247$287K0.2%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,124$285K<0.01%013F-HRTimelineGroup
Register Financial Advisors LLC17,003$283K0.14%+7413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,959$281K0.03%new13F-HRTimeline
Larson Financial Group LLC16,216$270K0.01%+47213F-HRTimeline
Ballentine Partners, LLC16,198$269K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC15,701$261K0.02%-57413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,576$259K<0.01%+4,83313F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…14,400$239K0.09%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,294$238K0.01%-81513F-HRTimelineGroup
Visionary Wealth Advisors13,644$227K0.01%new13F-HRTimeline
Hexagon Capital Partners LLC13,616$226K0.04%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC13,300$221K0.02%013F-HRTimeline
NTV Asset Management LLC13,000$216K0.03%-8,65013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,944$215K<0.01%-22,72813F-HRTimelineGroup
Independent Advisor Alliance12,630$210K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC12,533$208K<0.01%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC12,528$208K0.07%013F-HRTimeline
Insight Advisors, LLC/ PA12,241$203K0.03%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,156$202K<0.01%new13F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC11,976$199K<0.01%013F-HRTimeline
MKT Advisors LLC11,100$189K0.08%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC10,797$180K0.06%013F-HRTimeline
NORDEN GROUP LLC10,631$177K0.02%+313F-HRTimeline
Koshinski Asset Management, Inc.10,190$169K0.02%013F-HRTimeline
Luken Investment Analytics, LLC9,099$151K0.07%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,871$148K<0.01%new13F-HRTimelineGroup
MGB Wealth Management, LLC7,493$125K0.04%+74313F-HRTimeline
Sound Income Strategies, LLC6,535$109K0.01%-1,72613F-HRTimeline
IFP Advisors, Inc6,243$104K<0.01%-370,65913F-HRTimeline
Centricity Wealth Management, LLC6,115$102K0.09%13F-HRTimeline
AMERIFLEX GROUP, INC.4,835$84.7K0.04%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,015$83.4K0.03%013F-HRTimelineGroup
Mattson Financial Services, LLC3,950$65.4K0.02%+1,24613F-HRTimeline
WEBSTER BANK, N. A.3,456$57.5K0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC3,448$57.3K0.04%new13F-HRTimeline
SIMPLEX TRADING, LLC3,352$55K<0.01%-3,01613F-HRTimeline
CoreCap Advisors, LLC3,222$53.6K<0.01%+72213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,030$50.4K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.3,000$49.8K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,809$46.7K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.2,250$37.4K0.02%013F-HRTimeline
AlphaMark Advisors, LLC2,175$36K0.02%+1,51513F-HRTimeline
Capital Investment Advisory Services, L…2,071$34.4K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.2,000$33.3K0.01%013F-HRTimeline
AE Wealth Management LLC1,955$32.5K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,874$31K<0.01%+25113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,857$30.9K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,787$29.7K<0.01%new13F-HRTimelineGroup
Sanctuary Wealth Management, L.L.C.1,454$24.2K0.02%013F-HRTimeline
Continuum Advisory, LLC1,254$20.9K<0.01%013F-HRTimeline
MAI Capital Management1,244$20.7K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,100$18.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,027$17.1K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC950$15.8K0.03%-5,32313F-HRTimeline
Salomon & Ludwin, LLC917$15.2K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC835$13.9K0.01%13F-HRTimeline
Innovative Advisory Group, LLC800$13.3K0.01%13F-HRTimeline
Aspect Partners, LLC722$12K0.01%+23313F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP641$11K<0.01%+18513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV650$10.8K<0.01%+50013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC611$10.2K<0.01%-34413F-HRTimeline
PFS Partners, LLC589$9.8K0.01%013F-HRTimeline