Ransom Advisory’s VanEck BDC Income ETF BIZD Stock Holding History

Ransom Advisory’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
2025 Q4	$5.67K	Buy	+400	New	+$5.73K	﹤0.01%	374
2025 Q1	–	Sell	-400	Closed	-$6.65K	–	337
2024 Q4	$6.65K	Hold	400	–	–	﹤0.01%	366
2024 Q3	$6.62K	Hold	400	–	–	﹤0.01%	368
2024 Q2	$6.84K	Hold	400	–	–	﹤0.01%	359
2024 Q1	$6.76K	Buy	+400	New	+$6.54K	﹤0.01%	301

Other funds holding BIZD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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

Ransom Advisory's BIZD Position: Q4 2025 in Review

Ransom Advisory opened a new position in VanEck BDC Income ETF (BIZD) in Q4 2025: 400 shares worth $5.67K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in BIZD as recently as Q4 2024.

Ransom Advisory first reported a position in BIZD in Q1 2024 and has held it in 5 quarters since. The position peaked at $6.84K in Q2 2024. 250 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

Ransom Advisory held 400 shares of VanEck BDC Income ETF worth $5.67K as of Q4 2025.
VanEck BDC Income ETF was a new Ransom Advisory position in Q4 2025.
VanEck BDC Income ETF made up ﹤0.01% of Ransom Advisory's portfolio in Q4 2025, its #374 holding.
Ransom Advisory first reported a position in VanEck BDC Income ETF in Q1 2024 and has held it in 5 quarters since.
Ransom Advisory's VanEck BDC Income ETF position peaked at $6.84K in Q2 2024.
250 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.