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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
Q1 		$10.8K Buy
840
+740
+740% +$9.96K ﹤0.01% 547
2025
Q4 		$1.42K Buy
+100
New +$1.43K ﹤0.01% 776

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Caldwell Sutter Capital's BIZD Position: Q1 2026 in Review

Caldwell Sutter Capital increased its VanEck BDC Income ETF (BIZD) stake by 740% in Q1 2026, buying an estimated $9.96K and bringing the position to 840 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Caldwell Sutter Capital first reported a position in BIZD in Q4 2025 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Caldwell Sutter Capital held 840 shares of VanEck BDC Income ETF worth $10.8K as of Q1 2026.
  • Caldwell Sutter Capital bought 740 VanEck BDC Income ETF shares in Q1 2026, an estimated $9.96K.
  • VanEck BDC Income ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q1 2026, its #547 holding.
  • Caldwell Sutter Capital first reported a position in VanEck BDC Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.