Rockefeller Capital Management
BIZD icon

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
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
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
Raymond James Financial
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

Rockefeller Capital Management's BIZD Position: Q1 2026 in Review

Rockefeller Capital Management reduced its VanEck BDC Income ETF (BIZD) stake by 15% in Q1 2026, selling an estimated $111K and leaving 48,275 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Rockefeller Capital Management first reported a position in BIZD in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.46M in Q4 2024. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Rockefeller Capital Management held 48,275 shares of VanEck BDC Income ETF worth $618K as of Q1 2026.
  • Rockefeller Capital Management sold 8,277 VanEck BDC Income ETF shares in Q1 2026, an estimated $111K.
  • VanEck BDC Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1846 holding.
  • Rockefeller Capital Management first reported a position in VanEck BDC Income ETF in Q2 2021 and has held it in 12 quarters since.
  • Rockefeller Capital Management's VanEck BDC Income ETF position peaked at $1.46M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.