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Flagship Harbor Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Flagship Harbor Advisors’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 		$188K Buy
14,670
+1,216
+9% +$16.4K 0.01% 710
2025
Q4 		$191K Sell
13,454
-2,677
-17% -$38.4K 0.01% 674
2025
Q3 		$241K Buy
+16,131
New +$258K 0.01% 708

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

Flagship Harbor Advisors's BIZD Position: Q1 2026 in Review

Flagship Harbor Advisors increased its VanEck BDC Income ETF (BIZD) stake by 9% in Q1 2026, buying an estimated $16.4K and bringing the position to 14,670 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #710.

Flagship Harbor Advisors first reported a position in BIZD in Q3 2025 and has held it in 3 quarters since. The position peaked at $241K in Q3 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Flagship Harbor Advisors held 14,670 shares of VanEck BDC Income ETF worth $188K as of Q1 2026.
  • Flagship Harbor Advisors bought 1,216 VanEck BDC Income ETF shares in Q1 2026, an estimated $16.4K.
  • VanEck BDC Income ETF made up 0.01% of Flagship Harbor Advisors's portfolio in Q1 2026, its #710 holding.
  • Flagship Harbor Advisors first reported a position in VanEck BDC Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Flagship Harbor Advisors's VanEck BDC Income ETF position peaked at $241K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.