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Caption Management’s VanEck BDC Income ETF BIZD Stock Holding History

Caption Management’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 		$10.2M Buy
+795,000
New +$10.7M 0.06% 333

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 $5.53B AUM 35.1% 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

Caption Management's BIZD Position: Q1 2026 in Review

Caption Management opened a new position in VanEck BDC Income ETF (BIZD) in Q1 2026: 38,100 shares worth $488K. The stake represents ﹤0.01% of the portfolio and ranks #1211 among its holdings.

235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Caption Management held 38,100 shares of VanEck BDC Income ETF worth $488K as of Q1 2026.
  • VanEck BDC Income ETF was a new Caption Management position in Q1 2026.
  • VanEck BDC Income ETF made up ﹤0.01% of Caption Management's portfolio in Q1 2026, its #1211 holding.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.