Larson Financial Group
BIZD icon

Larson Financial Group’s VanEck BDC Income ETF BIZD Stock Holding History

Larson Financial Group’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
Q3 		$641K Buy
49,761
+20,902
+72% +$271K 0.02% 501
2026
Q2 		$365K Buy
28,859
+3,979
+16% +$50.4K 0.01% 644
2026
Q1 		$318K Buy
24,880
+3,539
+17% +$47.7K 0.01% 600
2025
Q4 		$303K Sell
21,341
-314
-1% -$4.5K 0.01% 603
2025
Q3 		$324K Buy
21,655
+2,189
+11% +$35K 0.01% 587
2025
Q2 		$317K Buy
19,466
+2,393
+14% +$37.5K 0.01% 552
2025
Q1 		$286K Buy
17,073
+857
+5% +$14.6K 0.01% 542
2024
Q4 		$270K Buy
16,216
+472
+3% +$7.78K 0.01% 499
2024
Q3 		$261K Buy
15,744
+1,115
+8% +$18.3K 0.01% 511
2024
Q2 		$250K Buy
14,629
+674
+5% +$11.3K 0.02% 405
2024
Q1 		$236K Buy
13,955
+1,075
+8% +$17.6K 0.02% 366
2023
Q4 		$207K Buy
12,880
+614
+5% +$9.6K 0.02% 346
2023
Q3 		$197K Buy
12,266
+1,687
+16% +$26.4K 0.02% 327
2023
Q2 		$162K Buy
10,579
+634
+6% +$9.28K 0.02% 346
2023
Q1 		$147K Buy
9,945
+224
+2% +$3.36K 0.02% 362
2022
Q4 		$138K Sell
9,721
-307
-3% -$4.48K 0.02% 359
2022
Q3 		$136K Buy
10,028
+9,873
+6,370% +$154K 0.02% 321
2022
Q2 		$2K Buy
+155
New +$2.54K ﹤0.01% 1010

Other funds holding BIZD

Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

Larson Financial Group's BIZD Position: Q3 2026 in Review

Larson Financial Group increased its VanEck BDC Income ETF (BIZD) stake by 72% in Q3 2026, buying an estimated $271K and bringing the position to 49,761 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #501.

Larson Financial Group first reported a position in BIZD in Q2 2022 and has held it in 18 quarters since. 136 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

  • Larson Financial Group held 49,761 shares of VanEck BDC Income ETF worth $641K as of Q3 2026.
  • Larson Financial Group bought 20,902 VanEck BDC Income ETF shares in Q3 2026, an estimated $271K.
  • VanEck BDC Income ETF made up 0.02% of Larson Financial Group's portfolio in Q3 2026, its #501 holding.
  • Larson Financial Group first reported a position in VanEck BDC Income ETF in Q2 2022 and has held it in 18 quarters since.
  • 136 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.