13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
BIZD

VANECK BDC INCOME ETF

265 institutions still hold VANECK BDC INCOME ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92189f411·265 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.9%
vs prior quarter
13F value held
$545M
58.0% inst. owned
of float
Holders
265
-5 QoQ
filers reporting
Activity
+12 / −93
+865 added · −765 reduced
this quarter
Concentration
17.90%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

265 institutions reported BIZD in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 17.9% of the visible book. -5 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$98M7.6M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$86M6.8M0.01%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$52M4.1M0.01%Q1 202604
LPL Financial LLC
CIK 0001403438
$32M2.5M0.01%Q1 202605
CloudAlpha Capital Management Limited/Hong Kong
CIK 0001745907
$32M2.5M1.09%Q1 202606
Bank Julius Baer & Co. Ltd, Zurich
CIK 0001544599
$31M2.4M0.09%Q1 202607
Generali Asset Management SPA SGR
CIK 0002046751
$28M2.2M0.59%Q1 202608
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$27M2.1M0.02%Q1 202609
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
CIK 0000733986
$24M2.4M0.38%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$23M1.8M0.01%Q1 202611
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$17M1.3M0.38%Q1 202612
Mission Hills Financial Advisory, LLC
CIK 0002043220
$16M1.3M8.19%Q1 202613
TRANSCEND CAPITAL ADVISORS, LLC
CIK 0001776082
$15M1.2M1.20%Q1 202614
Amplius Wealth Advisors, LLC
CIK 0001900584
$13M1.0M1.08%Q1 202615
Caption Management, LLC
CIK 0001706766
$11M833K0.06%Q1 202616
Centiva Capital, LP
CIK 0001692507
$10M775K0.07%Q1 202617
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$10M750K0.80%Q1 202618
Lido Advisors, LLC
CIK 0001650150
$7M562K0.02%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$6M503K0.00%Q1 202620
Sterling Investment Advisors, Ltd.
CIK 0001701132
$6M492K1.14%Q1 2026
Page 1 of 14
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