Cerity Partners
BIZD icon

Cerity Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Cerity Partners’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
Q2 		$6.88M Buy
543,391
+154,014
+40% +$1.95M 0.01% 956
2026
Q1 		$4.98M Buy
389,377
+121,161
+45% +$1.63M 0.01% 1014
2025
Q4 		$3.8M Buy
268,216
+249,067
+1,301% +$3.57M 0.01% 1050
2025
Q3 		$286K Hold
19,149
– – ﹤0.01% 2310
2025
Q2 		$312K Sell
19,149
-16,730
-47% -$262K ﹤0.01% 2137
2025
Q1 		$601K Buy
35,879
+1,800
+5% +$30.7K ﹤0.01% 1665
2024
Q4 		$567K Buy
34,079
+2,100
+7% +$34.6K ﹤0.01% 1693
2024
Q3 		$530K Sell
31,979
-4,545
-12% -$74.6K ﹤0.01% 1748
2024
Q2 		$625K Buy
36,524
+5,630
+18% +$94.8K ﹤0.01% 1440
2024
Q1 		$522K Sell
30,894
-6,200
-17% -$101K ﹤0.01% 1579
2023
Q4 		$595K Sell
37,094
-3,300
-8% -$51.6K ﹤0.01% 1198
2023
Q3 		$648K Sell
40,394
-4,111
-9% -$64.3K ﹤0.01% 879
2023
Q2 		$684K Sell
44,505
-1,000
-2% -$14.6K ﹤0.01% 1058
2023
Q1 		$675K Sell
45,505
-42,662
-48% -$640K ﹤0.01% 1147
2022
Q4 		$1.25M Buy
+88,167
New +$1.29M 0.01% 641

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Cerity Partners's BIZD Position: Q2 2026 in Review

Cerity Partners increased its VanEck BDC Income ETF (BIZD) stake by 40% in Q2 2026, buying an estimated $1.95M and bringing the position to 543,391 shares worth $6.88M. The position accounts for 0.01% of the portfolio, ranked #956.

Cerity Partners first reported a position in BIZD in Q4 2022 and has held it in 15 quarters since. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Cerity Partners held 543,391 shares of VanEck BDC Income ETF worth $6.88M as of Q2 2026.
  • Cerity Partners bought 154,014 VanEck BDC Income ETF shares in Q2 2026, an estimated $1.95M.
  • VanEck BDC Income ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #956 holding.
  • Cerity Partners first reported a position in VanEck BDC Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.