MG
BIZD icon

Mather Group’s VanEck BDC Income ETF BIZD Stock Holding History

Mather 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 		$169K Buy
13,338
+11,934
+850% +$151K ﹤0.01% 813
2026
Q1 		$18K Buy
+1,404
New +$18.9K ﹤0.01% 1301

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

Mather Group's BIZD Position: Q2 2026 in Review

Mather Group increased its VanEck BDC Income ETF (BIZD) stake by 850% in Q2 2026, buying an estimated $151K and bringing the position to 13,338 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Mather Group first reported a position in BIZD in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Mather Group held 13,338 shares of VanEck BDC Income ETF worth $169K as of Q2 2026.
  • Mather Group bought 11,934 VanEck BDC Income ETF shares in Q2 2026, an estimated $151K.
  • VanEck BDC Income ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #813 holding.
  • Mather Group first reported a position in VanEck BDC Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.