Skip to content
Disclosery

BIZD VANECK ETF TRUST

Follow

BDC INCOME ETF (fund)

229 managers (230 13F filers) reported a position in BIZD shares at 2025-09-30, 45,001,675 shares in all. 27 filers opened a position and 25 filers sold out during the quarter.

Managers
229
13F filers
230
New
27
Added
105
Reduced
56
Sold out
25
Shares held by filers
45,001,675

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,181,178$92.3M0.01%+885,91313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,907,639$88.3M0.01%+1,208,92913F-HR/ATimelineGroup
LPL Financial LLC2,754,165$41.1M0.01%+83,63213F-HRTimeline
Generali Asset Management SPA SGR2,200,000$32.9M0.7%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,952,122$29.2M0.01%-191,81413F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich1,576,354$23.6M0.07%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,141,026$17M0.41%+97,58213F-HRTimeline
Mission Hills Financial Advisory, LLC1,122,164$16.8M8.91%+122,93113F-HRTimeline
UBS Group AGin group UBS Group AG1,102,059$16.5M<0.01%+72,39313F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd1,061,303$15.8M0.19%new13F-HRTimelineGroup
Touchstone Capital, Inc.1,037,143$15.5M7.94%13F-HRTimeline
CONDOR CAPITAL MANAGEMENT851,982$12.7M1.04%+21,03813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding813,077$12.1M+173,187Timeline
BARD ASSOCIATES INC668,781$9.99M2.65%+166,82613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.584,817$9.23M0.01%+46,07113F-HRTimelineGroup
Haven Private, LLC613,651$9.17M4.05%-4,44813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA516,400$7.71M<0.01%-2,52513F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV461,182$6.89M0.13%new13F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC459,691$6.87M<0.01%+37,00913F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.426,244$6.37M0.34%+84,06613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC409,033$6.11M<0.01%+1,23013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP397,566$5.94M0.01%-65,69313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC358,050$5.35M0.01%-17,82413F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP357,115$5.34M<0.01%+22,86113F-HRTimelineGroup
NewEdge Advisors, LLC353,211$5.28M0.02%-26,94913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP344,917$5.15M0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…337,674$5.04M0.03%-13,92113F-HRTimeline
Naviter Wealth, LLC336,900$5.03M0.59%-50113F-HRTimeline
Foundations Investment Advisors, LLC325,824$4.87M0.07%+20,37013F-HRTimeline
Mariner, LLCin group Mariner, LLC304,952$4.56M0.01%+4,68713F-HRTimelineGroup
Cetera Investment Advisers296,171$4.42M0.01%+175,74213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.286,953$4.29M0.03%+42,23613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC230,555$3.44M0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors227,785$3.4M0.08%+7,63713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC225,722$3.37M0.01%+151,81613F-HRTimelineGroup
Clark Capital Management Group, Inc.220,371$3.29M0.02%-321,08513F-HRTimeline
Shilanski & Associates, Inc.207,821$3.1M0.83%+4,77113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO207,029$3.09M0.05%-52,40013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …194,073$2.9M0.04%-2,75413F-HRTimelineGroup
J.Safra Asset Management Corp183,859$2.75M0.17%+91,78213F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC179,365$2.68M0.03%+73,59813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC186,509$2.67M0.44%+2,28313F-HRTimeline
MGO ONE SEVEN LLC177,189$2.65M0.06%+10,09613F-HRTimeline
Cynosure Group, LLC173,159$2.59M0.28%+16,72013F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…164,796$2.55M0.21%+75,65013F-HRTimeline
J.W. COLE ADVISORS, INC.159,132$2.38M0.05%-54813F-HRTimeline
Beacon Pointe Advisors, LLC158,161$2.36M0.02%+20,14313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.157,674$2.36M<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC156,751$2.34M0.01%-30,86213F-HRTimeline
Samalin Investment Counsel, LLC146,045$2.18M0.75%+7,44813F-HRTimeline
Cambridge Investment Research Advisors,…144,374$2.16M0.01%+53,92113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC143,566$2.14M0.13%+31,83913F-HRTimeline
Measured Risk Portfolios, Inc.142,179$2.12M2.3%+85613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.135,068$2.02M0.02%-43,45813F-HRTimelineGroup
Stonebridge Financial Planning Group, L…134,628$2.01M0.76%+14,27213F-HRTimeline
Farther Finance Advisors, LLC134,612$2.01M0.03%+133,24313F-HRTimeline
WEDBUSH SECURITIES INC134,514$2.01M0.07%+5,23113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC126,202$1.89M0.49%+81,33113F-HRTimeline
CENTAURUS FINANCIAL, INC.123,552$1.85M0.09%-88,77013F-HRTimeline
SAX WEALTH ADVISORS, LLC122,253$1.83M0.1%+9,77813F-HRTimeline
Delta Investment Management, LLC118,462$1.77M0.32%-59,86613F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC114,383$1.71M0.79%+13,51013F-HRTimeline
GFS Advisors, LLC113,300$1.69M0.22%+35,50013F-HRTimeline
Waverly Advisors, LLC111,351$1.66M0.02%+12,96713F-HRTimeline
HighTower Advisors, LLC109,771$1.64M<0.01%+10,13813F-HRTimeline
Investment Partners Asset Management, I…106,636$1.59M1.05%+28313F-HRTimeline
Future Financial Wealth Managment LLC103,372$1.54M0.97%+17,59813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIL Ltdin group FIL Ltd101,334$1.51M<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC99,127$1.48M0.01%-24,03713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC97,848$1.46M0.04%-29,74713F-HRTimelineGroup
Private Advisor Group, LLC97,729$1.46M0.01%+23,85913F-HRTimeline
WEALTH ALLIANCE, LLC97,051$1.45M0.15%+55,36013F-HRTimeline
BARINGS LLCin group BARINGS LLC95,622$1.43M0.03%-140,66113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management95,389$1.43M0.05%-5613F-HRTimelineGroup
Perennial Investment Advisors, LLC93,058$1.39M0.11%+18,63813F-HRTimeline
GUIDANCE CAPITAL, INC91,652$1.31M0.34%+22,26213F-HRTimeline
WMG Financial Advisors, LLC79,950$1.19M0.4%+52,60013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC76,731$1.15M<0.01%new13F-HRTimelineGroup
Adams Asset Advisors, LLC76,465$1.14M0.15%+4613F-HRTimeline
Gibbs Wealth Management75,746$1.13M0.26%-15,55513F-HRTimeline
Creative Planningin group Creative Planning74,170$1.11M<0.01%-23,53613F-HRTimelineGroup
Global Retirement Partners, LLC73,228$1.09M0.02%+7,74813F-HRTimeline
Alpha Wealth Funds, LLC69,432$1.04M0.85%-4,66413F-HRTimeline
Orion Porfolio Solutions, LLC68,531$1.02M0.01%+3,77213F-HRTimeline
MML INVESTORS SERVICES, LLC62,524$934K<0.01%+3,87913F-HRTimeline
Ranch Capital Advisors Inc.60,575$905K0.35%+1,98813F-HRTimeline
COMERICA BANK59,670$891K<0.01%+33,45113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.52,541$785K<0.01%+2,73413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …52,402$783K0.02%-3,15713F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC51,244$766K0.14%+8,29913F-HRTimeline
U.S. Capital Wealth Advisors, LLC50,223$750K0.02%+9,86213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,330$737K<0.01%-94,23313F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT46,891$701K0.04%+1,82613F-HRTimeline
HARBOUR INVESTMENTS, INC.45,976$687K0.02%+16413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.45,800$684K0.01%+17,10113F-HRTimelineGroup
Valtrion Capital Management, LLC42,686$638K0.69%+6,15313F-HR/ATimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.42,500$635K0.02%013F-HRTimelineGroup
NAPA WEALTH MANAGEMENT42,313$632K0.3%-32613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…41,671$623K<0.01%+15,92313F-HRTimelineGroup
CFO4Life Group, LLC41,650$622K0.09%+4,24313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP40,529$606K0.04%+3,69213F-HRTimeline
Visionary Wealth Advisors40,209$601K0.03%+10,09413F-HRTimeline
Andina Capital Management, LLC39,312$587K0.33%+8,84513F-HRTimeline
SlateStone Wealth, LLC36,000$538K0.05%-2,00013F-HRTimeline
IHT Wealth Management, LLC35,560$531K0.01%+7,15213F-HRTimeline
Discipline Wealth Solutions, LLC34,904$521K0.14%new13F-HRTimeline
Consolidated Portfolio Review Corp34,852$521K0.07%-2,86513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP34,400$514K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,295$512K<0.01%+18,67813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,115$510K<0.01%+7,29913F-HR/ATimelineGroup
First PREMIER Bank32,396$484K0.11%013F-HRTimeline
Advisors Asset Management, Inc.32,365$484K0.01%+63613F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…32,190$481K0.06%+8,15113F-HRTimeline
World Investment Advisors32,118$480K0.01%+3,52113F-HRTimeline
Triumph Capital Management31,485$470K0.13%+1,80913F-HR/ATimeline
Endowment Wealth Management, Inc.31,259$467K0.21%+6,05813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC31,222$466K<0.01%013F-HRTimelineGroup
Symphony Financial, Ltd. Co.28,575$426K0.05%-12,88213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.27,874$416K0.05%013F-HRTimeline
Maridea Wealth Management LLC29,564$415K0.06%-40313F-HRTimeline
CWM, LLCin group CWM, LLC27,404$409K<0.01%+9,34813F-HRTimelineGroup
Texas Yale Capital Corp.27,160$406K0.01%+31013F-HRTimeline
Beacon Financial Advisory LLC25,177$376K0.09%-14313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP24,928$372K<0.01%+5,56213F-HRTimelineGroup
Sterling Group Wealth Management, LLC24,812$371K0.18%+59713F-HRTimeline
D.A. DAVIDSON & CO.24,085$360K<0.01%+12,26513F-HRTimeline
Everstar Asset Management, LLC24,019$359K0.2%+4,36313F-HRTimeline
Bleakley Financial Group, LLC23,898$357K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,811$351K<0.01%-28513F-HRTimeline
Maia Wealth LLC24,653$350K0.06%new13F-HRTimeline
Integrated Wealth Concepts LLC23,319$348K<0.01%+67013F-HRTimeline
Ausdal Financial Partners, Inc.22,996$344K0.02%+9,67713F-HRTimeline
DKM Wealth Management, Inc.22,400$335K0.27%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,835$326K<0.01%-4,48113F-HRTimelineGroup
Larson Financial Group LLC21,655$324K0.01%+2,18913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…21,578$322K0.01%-22513F-HRTimelineGroup
Sage Mountain Advisors LLC20,804$311K0.02%013F-HRTimeline
HB Wealth Management, LLC20,297$303K<0.01%+20713F-HRTimeline
Summit Financial, LLC19,901$297K<0.01%new13F-HRTimeline
Register Financial Advisors LLC19,849$297K0.12%+30413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,267$288K<0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC19,267$288K<0.01%013F-HRTimeline
Oregon Pacific Wealth Management, LLC19,244$288K0.25%+10313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,149$286K<0.01%013F-HRTimelineGroup
MCCARTER PRIVATE WEALTH SERVICES LLC18,563$277K0.14%new13F-HRTimeline
IAM Advisory, LLC18,153$271K0.06%+3,09013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,854$267K0.02%-41213F-HRTimeline
Baker Avenue Asset Management, LP17,486$261K0.01%-1,60013F-HRTimeline
Cascade Financial Partners, LLC17,126$256K0.03%013F-HRTimeline
Apeiron RIA LLC17,665$246K0.06%-31313F-HRTimeline
Opal Wealth Advisors, LLC16,186$242K0.07%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC16,131$241K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,894$223K<0.01%-14,99613F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC14,606$218K0.06%+7813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC14,594$218K<0.01%013F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,347$214K<0.01%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…14,075$210K<0.01%-16,40013F-HRTimelineGroup
Moors & Cabot, Inc.13,809$206K0.01%-54113F-HRTimeline
Trexquant Investment LP13,749$205K<0.01%+2,54213F-HRTimeline
Hexagon Capital Partners LLC13,616$203K0.04%013F-HRTimeline
L.M. KOHN & COMPANY13,384$200K0.24%+6513F-HRTimeline
Allworth Financial LP13,300$199K<0.01%013F-HRTimeline
Insight Advisors, LLC/ PA13,131$196K0.03%-1,00013F-HRTimeline
Advisory Services Network, LLC13,046$195K<0.01%+32013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC12,973$194K<0.01%+99713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,944$193K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC12,529$187K0.02%-80013F-HRTimeline
Great Waters Wealth Management12,186$182K0.02%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,464$171K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc11,367$170K0.01%-125,83713F-HRTimeline
NTV Asset Management LLC11,250$168K0.02%-1,75013F-HRTimeline
Clear Harbor Asset Management, LLC11,140$166K0.01%-25013F-HR/ATimeline
Koshinski Asset Management, Inc.10,190$152K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…9,413$141K0.01%+14213F-HRTimeline
MGB Wealth Management, LLC7,493$112K0.03%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…7,377$110K0.03%+24813F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT5,885$87.9K<0.01%013F-HRTimeline
AE Wealth Management LLC5,236$78.2K<0.01%+2,10113F-HRTimeline
IFP Advisors, Inc5,066$75.7K<0.01%-50,95713F-HR/ATimeline
Arax Advisory Partners4,437$66.3K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC4,297$64.2K0.07%-6113F-HRTimeline
PRIVATE TRUST CO NA4,200$62.7K0.01%-17313F-HRTimeline
Sound Income Strategies, LLC4,042$55.2K<0.01%-75013F-HRTimeline
CoreCap Advisors, LLC3,647$54.5K<0.01%-2913F-HRTimeline
Sherman Asset Management, Inc.3,508$52.4K0.05%013F-HRTimeline
WEBSTER BANK, N. A.3,456$51.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…3,500$50.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,250$48.6K<0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA3,200$47.8K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.3,004$44.9K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.3,000$44.8K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.2,250$33.6K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,160$32.3K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.2,150$32.1K0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC2,060$30.8K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,400$20.9K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC1,350$20.2K<0.01%+20013F-HRTimeline
Parkside Financial Bank & Trust1,227$18.3K<0.01%+11813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,200$17.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,083$16.2K<0.01%+96913F-HRTimelineGroup