VanEck BDC Income ETF (BIZD) Institutional Ownership

$16.59
-0.11 (-0.66%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for VanEck BDC Income ETF (NYSEARCA:BIZD)

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$97.92M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$34.77M
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BIZD Institutional Buying and Selling by Quarter

VanEck BDC Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Bridges Investment Management Inc.66,310$1.12M0.0%+15.6%0.105%
4/25/2024GFS Advisors LLC77,800$1.32M0.2%+64.8%0.124%
4/24/2024 Simplicity Wealth LLC20,674$349K0.0%N/A0.033%
4/23/2024 Milestone Asset Management LLC18,181$307K0.1%N/A0.029%
4/23/2024 Global Retirement Partners LLC21,373$361K0.0%+17.1%0.034%
4/23/2024 Gradient Investments LLC294,770$4.98M0.1%+12.2%0.469%
4/23/2024 Raymond James Financial Services Advisors Inc.91,702$1.55M0.0%+22.6%0.146%
4/22/2024 PFG Investments LLC103,034$1.74M0.1%N/A0.164%
4/22/2024 Financial Management Network Inc.122,562$1.98M0.5%+4.5%0.195%
4/19/2024 Norden Group LLC179,098$3.03M0.0%+1,118.9%0.285%
4/17/2024 Guidance Capital Inc.75,044$1.21M0.4%N/A0.119%
4/17/2024 Symphony Financial Ltd. Co.51,544$871K0.2%-1.5%0.082%
4/16/2024 Register Financial Advisors LLC14,630$247K0.1%+6.6%0.023%
4/15/2024 Investment Partners Asset Management Inc.101,562$1.72M1.5%-1.9%0.241%
4/15/2024 Sandbox Financial Partners LLC15,383$260K0.1%N/A0.036%
4/15/2024 Future Financial Wealth Managment LLC96,977$1.64M1.3%+10.4%0.230%
4/15/2024 Kingswood Wealth Advisors LLC73,329$1.24M0.1%+8.8%0.174%
4/12/2024 Global Assets Advisory LLC67,073$1.13M0.0%N/A0.159%
4/12/2024 First PREMIER Bank37,744$638K0.2%-2.2%0.090%
4/11/2024 International Assets Investment Management LLC90,579$1.47M0.0%+11.2%0.215%
4/10/2024 Park Avenue Securities LLC34,507$583K0.0%+62.1%0.082%
3/22/2024PNC Financial Services Group Inc.22,250$357K0.0%-17.6%0.053%
3/15/2024B. Riley Wealth Advisors Inc.58,744$942K0.0%-17.9%0.139%
3/1/2024Creekmur Asset Management LLC9,323$150K0.0%N/A0.022%
2/26/2024Centaurus Financial Inc.17,199$276K0.0%-26.8%0.041%
2/12/2024Condor Capital Management856,900$13.75M1.5%+7.3%2.032%
2/12/2024Stifel Financial Corp298,624$4.79M0.0%+2.7%0.708%
2/12/2024Steward Partners Investment Advisory LLC227,139$3.64M0.0%N/A0.539%
2/12/2024Hilltop Holdings Inc.706,069$11.33M1.3%+37.9%1.674%
2/9/2024Orion Portfolio Solutions LLC109,646$1.81M0.0%N/A0.260%
2/9/2024AXS Investments LLC60,000$962K0.2%-25.0%0.142%
2/9/2024Wells Fargo & Company MN896,986$14.39M0.0%+13.0%2.127%
2/9/2024UBS Group AG406,576$6.52M0.0%+2.4%0.964%
2/9/2024PNC Financial Services Group Inc.22,250$357K0.0%-17.6%0.053%
2/8/2024Alpha Omega Group Inc.97,165$1.56M2.7%+9.7%0.230%
2/8/2024Janney Montgomery Scott LLC110,710$1.78M0.0%N/A0.263%
2/7/2024Avantax Advisory Services Inc.61,043$979K0.0%-2.6%0.145%
2/7/2024Wambolt & Associates LLC31,668$508K0.1%+10.9%0.075%
2/7/2024Endowment Wealth Management Inc.25,178$404K0.3%-14.7%0.060%
2/7/2024Concourse Financial Group Securities Inc.80,319$1.29M0.1%+5.2%0.190%
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2/6/2024Private Advisor Group LLC128,074$2.06M0.0%-9.7%0.304%
2/6/2024NTV Asset Management LLC21,200$340K0.1%-4.5%0.050%
2/6/2024Sykon Capital LLC14,020$225K0.1%-15.5%0.033%
2/5/2024 Andina Capital Management LLC15,377$247K0.2%N/A0.036%
2/5/2024 Hexagon Capital Partners LLC13,616$218K0.1%+22.5%0.032%
2/5/2024Beck Bode LLC70,585$1.13M0.3%-7.7%0.167%
2/5/2024Stonebridge Financial Planning Group LLC10,384$167K0.1%N/A0.025%
2/5/2024 Norden Group LLC14,693$236K0.0%-88.6%0.035%
2/5/2024Kestra Private Wealth Services LLC30,071$482K0.0%+24.8%0.071%
2/5/2024Legacy Capital Wealth Partners LLC12,353$198K0.1%+16.8%0.029%
2/5/2024Transcend Capital Advisors LLC32,200$516K0.0%-12.7%0.076%
2/2/2024Anfield Capital Management LLC78,390$1.26M0.7%-43.8%0.186%
2/2/2024Atria Wealth Solutions Inc.88,242$1.42M0.0%+370.8%0.209%
2/1/2024 Sage Mountain Advisors LLC36,650$588K0.1%-3.4%0.087%
1/30/2024Wealth Alliance42,340$679K0.1%-1.7%0.100%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors29,980$481K0.1%+34.5%0.071%
1/29/2024Consolidated Portfolio Review Corp103,457$1.66M0.4%-2.9%0.245%
1/29/2024Simplicity Solutions LLC19,056$306K0.0%N/A0.045%
1/29/2024Graypoint LLC20,292$325K0.0%+102.9%0.048%
1/29/2024AlphaQ Advisors LLC160,655$2.58M1.8%+157.5%0.381%
1/26/2024Cerity Partners LLC37,094$595K0.0%-8.2%0.088%
1/26/2024Rainsberger Wealth Advisors Inc.42,767$686K0.4%+3.3%0.101%
1/25/2024 International Assets Investment Management LLC81,429$1.31M0.0%-59.8%0.193%
1/25/2024Bleakley Financial Group LLC19,056$306K0.0%N/A0.045%
1/25/2024 Investment Partners Asset Management Inc.103,562$1.66M1.7%N/A0.246%
1/24/2024 Stratos Wealth Partners LTD.85,039$1.36M0.0%N/A0.202%
1/24/2024Advisors Preferred LLC8,335$134K0.0%N/A0.020%
1/24/2024Arkadios Wealth Advisors16,050$257K0.0%+10.7%0.038%
1/24/2024 International Assets Investment Management LLC1,306,120$20.95M0.0%+545.1%3.097%
1/23/2024Bridges Investment Management Inc.57,350$920K0.0%+28.4%0.136%
1/23/2024Beacon Financial Advisory LLC11,685$187K0.1%+7.6%0.028%
1/22/2024 Financial Management Network Inc.117,273$1.92M0.6%+11.8%0.278%
1/19/2024PFG Advisors10,006$160K0.0%-46.7%0.024%
1/18/2024 Symphony Financial Ltd. Co.52,333$849K0.2%-1.6%0.124%
1/18/2024 Future Financial Wealth Managment LLC87,834$1.41M1.4%+7.5%0.208%
1/18/2024 Gradient Investments LLC262,814$4.22M0.1%-50.3%0.623%
1/18/2024 Global Retirement Partners LLC18,248$296K0.0%+543.4%0.043%
1/17/2024 Family Investment Center Inc.19,712$316K0.2%N/A0.047%
1/17/2024 First PREMIER Bank38,588$619K0.2%+4.4%0.092%
1/16/2024 Kingswood Wealth Advisors LLC67,390$1.08M0.1%N/A0.160%
1/16/2024 Raymond James Financial Services Advisors Inc.74,791$1.20M0.0%-11.0%0.177%
1/16/2024 Raymond James & Associates181,796$2.92M0.0%+1.1%0.431%
1/16/2024HB Wealth Management LLC15,924$255K0.0%+6.1%0.038%
1/12/2024SG Americas Securities LLC24,008$385K0.0%-40.1%0.057%
1/12/2024 Apeiron RIA LLC27,498$441K0.1%-2.8%0.065%
1/12/2024 Register Financial Advisors LLC13,730$220K0.1%+13.0%0.033%
1/10/2024 Shilanski & Associates Inc.204,878$3.29M1.3%+0.7%0.486%
1/10/2024 Sound Income Strategies LLC7,936$127K0.0%-9.2%0.019%
1/8/2024Gill Capital Partners LLC12,097$194K0.1%-23.2%0.029%
1/2/2024Anchor Investment Management LLC17,260$277K0.0%N/A0.041%
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12/1/2023B. Riley Wealth Advisors Inc.71,585$1.15M0.0%-2.5%0.170%
11/15/2023Townsquare Capital LLC172,661$2.77M0.1%+38.1%0.409%
11/15/2023Baker Avenue Asset Management LP2,451$39K0.0%-36.4%0.006%
11/15/2023Rainsberger Wealth Advisors Inc.41,386$663K0.4%+5.2%0.098%
11/14/2023Samalin Investment Counsel LLC67,341$1.08M0.6%+15.9%0.160%
11/14/2023O Shaughnessy Asset Management LLC7,019$113K0.0%N/A0.017%
11/13/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors22,289$357K0.1%+48.6%0.053%
11/13/2023Consolidated Portfolio Review Corp106,527$1.71M0.4%-3.0%0.253%
11/13/2023Stifel Financial Corp290,828$4.66M0.0%-65.9%0.690%
11/13/2023Mariner LLC72,459$1.16M0.0%-1.2%0.172%
(Data available from 1/1/2016 forward)

BIZD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BIZD shares?

During the previous two years, 154 institutional investors and hedge funds held shares of VanEck BDC Income ETF. The most heavily invested institutionals were LPL Financial LLC ($34.81M), Wells Fargo & Company MN ($14.39M), Condor Capital Management ($13.75M), Hilltop Holdings Inc. ($11.33M), Advisor Group Holdings Inc. ($10.80M), UBS Group AG ($6.52M), and Gradient Investments LLC ($4.98M).Learn more on BIZD's institutional investors.

Which institutional investors have been buying VanEck BDC Income ETF stock?

Of the 140 institutional investors that purchased VanEck BDC Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($2.69M), International Assets Investment Management LLC ($1.52M), Portside Wealth Group LLC ($507.44K), Raymond James & Associates ($473.16K), Condor Capital Management ($374.03K), LPL Financial LLC ($368.97K), and Analyst IMS Investment Management Services Ltd. ($317.84K).

How much institutional buying is happening at VanEck BDC Income ETF?

Institutional investors have bought a total of 11,891,876 shares in the last 24 months. This purchase volume represents approximately $190.43M in transactions.

Which VanEck BDC Income ETF major shareholders have been selling company stock?

Of the 75 institutional investors that sold VanEck BDC Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($3.10M), Stifel Financial Corp ($562.77K), Raymond James & Associates ($305.44K), AJ Wealth Strategies LLC ($233.18K), Cetera Advisor Networks LLC ($132.53K), Alpha Omega Group Inc. ($125.64K), and International Assets Investment Management LLC ($121.04K).

How much institutional selling is happening at VanEck BDC Income ETF?

Institutional investors have sold a total of 6,114,589 shares in the last 24 months. This volume of shares sold represents approximately $89.02M in transactions.


This page (NYSEARCA:BIZD) was last updated on 4/26/2024 by MarketBeat.com Staff

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