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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
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 $1.37T 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

Larson Financial Group's BIZD Position: Q1 2026 in Review

Larson Financial Group increased its VanEck BDC Income ETF (BIZD) stake by 17% in Q1 2026, buying an estimated $47.7K and bringing the position to 24,880 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #600.

Larson Financial Group first reported a position in BIZD in Q2 2022 and has held it in 16 quarters since. The position peaked at $324K in Q3 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Larson Financial Group held 24,880 shares of VanEck BDC Income ETF worth $318K as of Q1 2026.
  • Larson Financial Group bought 3,539 VanEck BDC Income ETF shares in Q1 2026, an estimated $47.7K.
  • VanEck BDC Income ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #600 holding.
  • Larson Financial Group first reported a position in VanEck BDC Income ETF in Q2 2022 and has held it in 16 quarters since.
  • Larson Financial Group's VanEck BDC Income ETF position peaked at $324K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.