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 Q1	$18K	Buy	+1,404	New	+$18.9K	﹤0.01%	1301

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Mather Group's BIZD Position: Q1 2026 in Review

Mather Group opened a new position in VanEck BDC Income ETF (BIZD) in Q1 2026: 1,404 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #1301 among its holdings.

235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Mather Group held 1,404 shares of VanEck BDC Income ETF worth $18K as of Q1 2026.
VanEck BDC Income ETF was a new Mather Group position in Q1 2026.
VanEck BDC Income ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1301 holding.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.