LFG
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
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% +$7.79K 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 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

Larson Financial Group's BIZD Position: Q2 2026 in Review

Larson Financial Group increased its VanEck BDC Income ETF (BIZD) stake by 16% in Q2 2026, buying an estimated $50.4K and bringing the position to 28,859 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #644.

Larson Financial Group first reported a position in BIZD in Q2 2022 and has held it in 17 quarters since. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Larson Financial Group held 28,859 shares of VanEck BDC Income ETF worth $365K as of Q2 2026.
  • Larson Financial Group bought 3,979 VanEck BDC Income ETF shares in Q2 2026, an estimated $50.4K.
  • VanEck BDC Income ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #644 holding.
  • Larson Financial Group first reported a position in VanEck BDC Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.