BIZD Institutional Ownership
VanEck BDC Income ETF
1W: -1.2%
1M: -7.7%
3M: -1.0%
YTD: -13.6%
1Y: -14.0%
3Y: -1.0%
5Y: +12.0%
$12.32
-0.14 (-1.12%)
Weekly Expected Move ±2.3%
$12
$12
$12
$13
$13
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — BIZD
295
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
762M
Total Invested
55
New Positions
103
Increased
93
Reduced
20
Closed
1.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (323 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 10,327,075 | $127M | +2,703,042 | +35.5% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 8,539,758 | $105M | +1,787,271 | +26.5% | 41Q | SEC ↗ |
| 3 | Bank Julius Baer & Co. Ltd, Zurich | 3,893,116 | $48M | +1,505,989 | +63.1% | 4Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 3,848,569 | $47M | -242,307 | -5.9% | 31Q | SEC ↗ |
| 5 | LPL Financial LLC | 2,861,929 | $35M | +328,343 | +13.0% | 41Q | SEC ↗ |
| 6 | Generali Asset Management SPA SGR | 2,200,000 | $27M | — | +0.0% | 4Q | SEC ↗ |
| 7 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1,907,532 | $24M | -517,096 | -21.3% | 4Q | SEC ↗ |
| 8 | Apollon Wealth Management, LLC NEW | 1,425,744 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 9 | TRANSCEND CAPITAL ADVISORS, LLC | 1,245,846 | $15M | +70,046 | +6.0% | 3Q | SEC ↗ |
| 10 | Mission Hills Financial Advisory, LLC | 1,204,459 | $15M | -45,611 | -3.6% | 8Q | SEC ↗ |
| 11 | Amplius Wealth Advisors, LLC | 1,033,780 | $13M | +18,593 | +1.8% | 3Q | SEC ↗ |
| 12 | Naviter Wealth, LLC | 738,897 | $9M | +471,637 | +176.5% | 7Q | SEC ↗ |
| 13 | CONDOR CAPITAL MANAGEMENT | 643,796 | $8M | -106,297 | -14.2% | 25Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 544,936 | $7M | +41,906 | +8.3% | 41Q | SEC ↗ |
| 15 | Cerity Partners LLC | 543,391 | $7M | +154,014 | +39.6% | 15Q | SEC ↗ |
| 16 | Arax Advisory Partners | 491,164 | $6M | +486,727 | +10969.7% | 5Q | SEC ↗ |
| 17 | UBS Group AG | 476,152 | $6M | +99,221 | +26.3% | 38Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 463,773 | $6M | +87,778 | +23.3% | 37Q | SEC ↗ |
| 19 | Equitable Holdings, Inc. | 458,287 | $6M | +67,068 | +17.1% | 10Q | SEC ↗ |
| 20 | MGO ONE SEVEN LLC | 457,091 | $6M | +22,572 | +5.2% | 8Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 441,761 | $5M | -1,375,485 | -75.7% | 7Q | SEC ↗ |
| 22 | Berkeley Capital Partners, LLC | 441,601 | $5M | +22,398 | +5.3% | 2Q | SEC ↗ |
| 23 | Clark Capital Management Group, Inc. | 430,954 | $5M | +18,217 | +4.4% | 9Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 426,511 | $5M | +86,376 | +25.4% | 29Q | SEC ↗ |
| 25 | Sterling Investment Advisors, Ltd. | 421,475 | $5M | -70,100 | -14.3% | 3Q | SEC ↗ |
| 26 | Maia Wealth LLC | 386,935 | $5M | +194,170 | +100.7% | 4Q | SEC ↗ |
| 27 | Hilltop Holdings Inc. | 376,719 | $5M | +354,055 | +1562.2% | 12Q | SEC ↗ |
| 28 | U.S. Capital Wealth Advisors, LLC NEW | 365,388 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 29 | MILLENNIUM MANAGEMENT LLC NEW | 330,887 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 30 | NewEdge Advisors, LLC | 319,095 | $4M | +83,527 | +35.5% | 18Q | SEC ↗ |
| 31 | SG Americas Securities, LLC NEW | 312,400 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Focus Partners Wealth | 289,124 | $4M | +15,066 | +5.5% | 4Q | SEC ↗ |
| 33 | MAGNOLIA CAPITAL ADVISORS LLC | 286,357 | $4M | +1,032 | +0.4% | 5Q | SEC ↗ |
| 34 | Garner Asset Management Corp | 280,004 | $3M | +123,480 | +78.9% | 3Q | SEC ↗ |
| 35 | VAN ECK ASSOCIATES CORP | 274,631 | $3M | +14 | +0.0% | 15Q | SEC ↗ |
| 36 | Prime Capital Investment Advisors, LLC NEW | 263,632 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Mariner, LLC | 256,723 | $3M | +2,393 | +0.9% | 30Q | SEC ↗ |
| 38 | Haven Private, LLC | 246,918 | $3M | -75,381 | -23.4% | 7Q | SEC ↗ |
| 39 | TWO SIGMA INVESTMENTS, LP | 243,900 | $3M | -1,878,000 | -88.5% | 4Q | SEC ↗ |
| 40 | OSAIC HOLDINGS, INC. | 237,446 | $3M | +73,556 | +44.9% | 26Q | SEC ↗ |
| 41 | Cetera Investment Advisers | 234,146 | $3M | -12,188 | -4.9% | 10Q | SEC ↗ |
| 42 | J.Safra Asset Management Corp | 231,406 | $3M | +6,134 | +2.7% | 5Q | SEC ↗ |
| 43 | BESSEMER GROUP INC | 230,555 | $3M | — | +0.0% | 4Q | SEC ↗ |
| 44 | Lido Advisors, LLC | 229,246 | $3M | -333,114 | -59.2% | 10Q | SEC ↗ |
| 45 | Arkadios Wealth Advisors | 221,304 | $3M | -2,623 | -1.2% | 18Q | SEC ↗ |
| 46 | Samalin Investment Counsel, LLC | 216,774 | $3M | +22,751 | +11.7% | 15Q | SEC ↗ |
| 47 | Clarity Financial LLC NEW | 214,125 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Sound Income Strategies, LLC | 205,600 | $3M | +49,405 | +31.6% | 23Q | SEC ↗ |
| 49 | FINANCIAL MANAGEMENT NETWORK INC | 184,522 | $2M | +13,796 | +8.1% | 20Q | SEC ↗ |
| 50 | Measured Risk Portfolios, Inc. | 183,546 | $2M | +2,941 | +1.6% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Apollon Wealth Management, LLC | 1,425,744 | $18M |
| U.S. Capital Wealth Advisors, LLC | 365,388 | $5M |
| MILLENNIUM MANAGEMENT LLC | 330,887 | $4M |
| SG Americas Securities, LLC | 312,400 | $4M |
| Prime Capital Investment Advisors, | 263,632 | $3M |
| Clarity Financial LLC | 214,125 | $3M |
| Ferguson Shapiro LLC | 174,640 | $2M |
| JANE STREET GROUP, LLC | 133,377 | $2M |
| Janney Montgomery Scott LLC | 132,163 | $2M |
| Paller Financial Services Inc | 130,672 | $2M |
| HUB Investment Partners, LLC | 103,460 | $1M |
| Global Retirement Partners, LLC | 86,579 | $1M |
| American Capital Advisory, LLC | 82,000 | $1M |
| Jump Financial, LLC | 78,300 | $965K |
| Cornerstone Advisory, LLC | 68,800 | $848K |
| HRT FINANCIAL LP | 64,987 | $801K |
| Ascent Advisors, LLC | 64,619 | $796K |
| Grange Capital, LLC | 61,445 | $757K |
| Simplicity Wealth,LLC | 54,895 | $676K |
| SIMPLEX TRADING, LLC | 52,358 | $645K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Quadrature Capital Ltd | 391,097 | $5M |
| FIL Ltd | 357,732 | $4M |
| Gotham Asset Management, LLC | 304,436 | $4M |
| BAYVIEW ASSET MANAGEMENT, LLC | 274,000 | $3M |
| CENTAURUS FINANCIAL, INC. | 140,766 | $2M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 125,698 | $2M |
| Stonebridge Financial Planning Grou | 108,435 | $1M |
| Indivisible Partners | 97,694 | $1M |
| GUIDANCE CAPITAL, INC | 92,810 | $1M |
| Advisors Capital Management, LLC | 92,095 | $1M |
| Banco BTG Pactual S.A. | 88,380 | $1M |
| Balyasny Asset Management L.P. | 87,160 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 54,400 | $670K |
| Andina Capital Management, LLC | 50,100 | $617K |
| Proficio Capital Partners LLC | 49,330 | $608K |
| Next Capital Management LLC | 46,000 | $567K |
| Cynosure Group, LLC | 42,692 | $526K |
| Shade Tree Advisors LLC | 31,607 | $389K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 30,475 | $375K |
| Fortis Capital Advisors, LLC | 29,443 | $363K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +2,703,042 | +35.5% | 10,327,075 |
| MORGAN STANLEY | +1,787,271 | +26.5% | 8,539,758 |
| Bank Julius Baer & Co. Ltd, Zurich | +1,505,989 | +63.1% | 3,893,116 |
| Arax Advisory Partners | +486,727 | +10969.7% | 491,164 |
| Naviter Wealth, LLC | +471,637 | +176.5% | 738,897 |
| Hilltop Holdings Inc. | +354,055 | +1562.2% | 376,719 |
| LPL Financial LLC | +328,343 | +13.0% | 2,861,929 |
| Maia Wealth LLC | +194,170 | +100.7% | 386,935 |
| Cerity Partners LLC | +154,014 | +39.6% | 543,391 |
| Garner Asset Management Corp | +123,480 | +78.9% | 280,004 |
| UBS Group AG | +99,221 | +26.3% | 476,152 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +95,833 | +291.5% | 128,705 |
| STIFEL FINANCIAL CORP | +87,778 | +23.3% | 463,773 |
| ENVESTNET ASSET MANAGEMENT INC | +86,376 | +25.4% | 426,511 |
| NewEdge Advisors, LLC | +83,527 | +35.5% | 319,095 |
| OPPENHEIMER & CO INC | +79,172 | +512.3% | 94,625 |
| OSAIC HOLDINGS, INC. | +73,556 | +44.9% | 237,446 |
| CASCADE INVESTMENT GROUP, INC. | +73,150 | +169.2% | 116,375 |
| TRANSCEND CAPITAL ADVISORS, LLC | +70,046 | +6.0% | 1,245,846 |
| Equitable Holdings, Inc. | +67,068 | +17.1% | 458,287 |