Rockefeller Capital Management’s VanEck BDC Income ETF BIZD Stock Holding History

Rockefeller Capital Management’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	$601K	Sell	47,472 -803	-2%	-$10.2K	﹤0.01%	1992
2026 Q1	$618K	Sell	48,275 -8,277	-15%	-$111K	﹤0.01%	1846
2025 Q4	$802K	Buy	56,552 +22,257	+65%	+$319K	﹤0.01%	1651
2025 Q3	$512K	Buy	34,295 +18,678	+120%	+$299K	﹤0.01%	1753
2025 Q2	$254K	Buy	+15,617	New	+$244K	﹤0.01%	1680
2025 Q1	–	Sell	-88,010	Closed	-$1.46M	–	1671
2024 Q4	$1.46M	Buy	+88,010	New	+$1.45M	﹤0.01%	1129
2023 Q1	–	Sell	-8,959	Closed	-$126K	–	2188
2022 Q4	$126K	Buy	8,959 +3,997	+81%	+$58.4K	﹤0.01%	1903
2022 Q3	$67K	Buy	4,962 +550	+12%	+$8.57K	﹤0.01%	2200
2022 Q2	$66K	Sell	4,412 -3,719	-46%	-$60.9K	﹤0.01%	2156
2022 Q1	$145K	Buy	8,131 +1,000	+14%	+$17.5K	﹤0.01%	1824
2021 Q4	$122K	Buy	7,131 +3,094	+77%	+$53.7K	﹤0.01%	1844
2021 Q3	$69K	Buy	4,037 +37	+0.9%	+$633	﹤0.01%	1996
2021 Q2	$68K	Buy	+4,000	New	+$67.6K	﹤0.01%	1944

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Rockefeller Capital Management's BIZD Position: Q2 2026 in Review

Rockefeller Capital Management reduced its VanEck BDC Income ETF (BIZD) stake by 1.7% in Q2 2026, selling an estimated $10.2K and leaving 47,472 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Rockefeller Capital Management first reported a position in BIZD in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.46M in Q4 2024. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Rockefeller Capital Management held 47,472 shares of VanEck BDC Income ETF worth $601K as of Q2 2026.
Rockefeller Capital Management sold 803 VanEck BDC Income ETF shares in Q2 2026, an estimated $10.2K.
VanEck BDC Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1992 holding.
Rockefeller Capital Management first reported a position in VanEck BDC Income ETF in Q2 2021 and has held it in 13 quarters since.
Rockefeller Capital Management's VanEck BDC Income ETF position peaked at $1.46M in Q4 2024.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.