Raymond James Financial
BIZD icon

Raymond James Financial’s VanEck BDC Income ETF BIZD Stock Holding History

Raymond James Financial’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 		$23.3M Buy
1,817,246
+414,452
+30% +$5.58M 0.01% 1352
2025
Q4 		$19.9M Buy
1,402,794
+943,103
+205% +$13.5M 0.01% 1446
2025
Q3 		$6.87M Buy
459,691
+37,009
+9% +$592K ﹤0.01% 2221
2025
Q2 		$6.88M Buy
422,682
+7,666
+2% +$120K ﹤0.01% 2154
2025
Q1 		$6.96M Buy
415,016
+82,354
+25% +$1.41M ﹤0.01% 2082
2024
Q4 		$5.53M Buy
+332,662
New +$5.49M ﹤0.01% 2264

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

Raymond James Financial's BIZD Position: Q1 2026 in Review

Raymond James Financial increased its VanEck BDC Income ETF (BIZD) stake by 30% in Q1 2026, buying an estimated $5.58M and bringing the position to 1,817,246 shares worth $23.3M. The position accounts for 0.01% of the portfolio, ranked #1352.

Raymond James Financial first reported a position in BIZD in Q4 2024 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Raymond James Financial held 1,817,246 shares of VanEck BDC Income ETF worth $23.3M as of Q1 2026.
  • Raymond James Financial bought 414,452 VanEck BDC Income ETF shares in Q1 2026, an estimated $5.58M.
  • VanEck BDC Income ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1352 holding.
  • Raymond James Financial first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.