Mather Group
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
Q3 		$174K Buy
13,467
+129
+1% +$1.67K ﹤0.01% 829
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

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
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Measured Risk Portfolios
Measured Risk Portfolios San Diego, California $93.8M AUM 7.05% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Mather Group's BIZD Position: Q3 2026 in Review

Mather Group increased its VanEck BDC Income ETF (BIZD) stake by 0.97% in Q3 2026, buying an estimated $1.67K and bringing the position to 13,467 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Mather Group first reported a position in BIZD in Q1 2026 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

  • Mather Group held 13,467 shares of VanEck BDC Income ETF worth $174K as of Q3 2026.
  • Mather Group bought 129 VanEck BDC Income ETF shares in Q3 2026, an estimated $1.67K.
  • VanEck BDC Income ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #829 holding.
  • Mather Group first reported a position in VanEck BDC Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.