Caldwell Sutter Capital
BIZD icon

Caldwell Sutter Capital’s VanEck BDC Income ETF BIZD Stock Holding History

Caldwell Sutter Capital’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$92K Buy
7,140
+675
+10% +$8.74K 0.03% 317
2026
Q2 		$81.8K Buy
6,465
+5,625
+670% +$71.2K 0.03% 328
2026
Q1 		$10.8K Buy
840
+740
+740% +$10K ﹤0.01% 547
2025
Q4 		$1.42K Buy
+100
New +$1.43K ﹤0.01% 776

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Caldwell Sutter Capital's BIZD Position: Q3 2026 in Review

Caldwell Sutter Capital increased its VanEck BDC Income ETF (BIZD) stake by 10% in Q3 2026, buying an estimated $8.74K and bringing the position to 7,140 shares worth $92K. The position accounts for 0.03% of the portfolio, ranked #317.

Caldwell Sutter Capital first reported a position in BIZD in Q4 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

  • Caldwell Sutter Capital held 7,140 shares of VanEck BDC Income ETF worth $92K as of Q3 2026.
  • Caldwell Sutter Capital bought 675 VanEck BDC Income ETF shares in Q3 2026, an estimated $8.74K.
  • VanEck BDC Income ETF made up 0.03% of Caldwell Sutter Capital's portfolio in Q3 2026, its #317 holding.
  • Caldwell Sutter Capital first reported a position in VanEck BDC Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.