EH
BIZD icon

Equitable Holdings’s VanEck BDC Income ETF BIZD Stock Holding History

Equitable Holdings’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 		$5.8M Buy
458,287
+67,068
+17% +$849K 0.03% 413
2026
Q1 		$5.54M Buy
391,219
+101,227
+35% +$1.36M 0.04% 405
2025
Q4 		$4.11M Buy
289,992
+3,039
+1% +$43.6K 0.03% 425
2025
Q3 		$4.29M Buy
286,953
+42,236
+17% +$675K 0.03% 393
2025
Q2 		$3.98M Buy
244,717
+48,910
+25% +$766K 0.03% 381
2025
Q1 		$3.28M Sell
195,807
-9,757
-5% -$167K 0.03% 390
2024
Q4 		$3.42M Buy
205,564
+21,336
+12% +$352K 0.03% 353
2024
Q3 		$3.05M Buy
184,228
+24,118
+15% +$396K 0.03% 377
2024
Q2 		$2.74M Buy
160,110
+125,641
+365% +$2.11M 0.03% 385
2024
Q1 		$583K Buy
+34,469
New +$563K 0.01% 758
2020
Q3 		– Sell
-10,811
Closed -$131K – 625
2020
Q2 		$131K Sell
10,811
-4,131
-28% -$45.8K ﹤0.01% 604
2020
Q1 		$139K Sell
14,942
-24,705
-62% -$370K 0.01% 557
2019
Q4 		$664K Buy
+39,647
New +$658K 0.02% 353

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

Equitable Holdings's BIZD Position: Q2 2026 in Review

Equitable Holdings increased its VanEck BDC Income ETF (BIZD) stake by 17% in Q2 2026, buying an estimated $849K and bringing the position to 458,287 shares worth $5.8M. The position accounts for 0.03% of the portfolio, ranked #413.

Equitable Holdings first reported a position in BIZD in Q4 2019 and has held it in 13 quarters since. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Equitable Holdings held 458,287 shares of VanEck BDC Income ETF worth $5.8M as of Q2 2026.
  • Equitable Holdings bought 67,068 VanEck BDC Income ETF shares in Q2 2026, an estimated $849K.
  • VanEck BDC Income ETF made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #413 holding.
  • Equitable Holdings first reported a position in VanEck BDC Income ETF in Q4 2019 and has held it in 13 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.