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Stephens Inc’s VanEck BDC Income ETF BIZD Stock Holding History

Stephens Inc’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 		$417K Buy
32,600
+22,525
+224% +$303K 0.01% 916
2025
Q4 		$143K Sell
10,075
-4,000
-28% -$57.3K ﹤0.01% 1231
2025
Q3 		$210K Sell
14,075
-16,400
-54% -$262K ﹤0.01% 1197
2025
Q2 		$496K Buy
30,475
+2,000
+7% +$31.3K 0.01% 840
2025
Q1 		$477K Buy
28,475
+2,000
+8% +$34.2K 0.01% 835
2024
Q4 		$440K Hold
26,475
– – 0.01% 882
2024
Q3 		$438K Sell
26,475
-2,090
-7% -$34.3K 0.01% 892
2024
Q2 		$489K Hold
28,565
– – 0.01% 805
2024
Q1 		$483K Hold
28,565
– – 0.01% 822
2023
Q4 		$458K Sell
28,565
-2,250
-7% -$35.2K 0.01% 775
2023
Q3 		$494K Hold
30,815
– – 0.01% 730
2023
Q2 		$473K Buy
30,815
+2,853
+10% +$41.7K 0.01% 755
2023
Q1 		$415K Sell
27,962
-14,575
-34% -$219K 0.01% 770
2022
Q4 		$602K Buy
42,537
+1,300
+3% +$19K 0.01% 636
2022
Q3 		$560K Sell
41,237
-4,923
-11% -$76.7K 0.01% 666
2022
Q2 		$697K Buy
46,160
+6,456
+16% +$106K 0.01% 618
2022
Q1 		$711K Sell
39,704
-11,869
-23% -$208K 0.01% 685
2021
Q4 		$888K Sell
51,573
-900
-2% -$15.6K 0.01% 663
2021
Q3 		$900K Sell
52,473
-4,437
-8% -$75.9K 0.01% 684
2021
Q2 		$977K Sell
56,910
-3,482
-6% -$58.8K 0.01% 669
2021
Q1 		$978K Sell
60,392
-1,954
-3% -$29.6K 0.02% 628
2020
Q4 		$856K Hold
62,346
– – 0.02% 632
2020
Q3 		$758K Sell
62,346
-1,074
-2% -$12.8K 0.01% 616
2020
Q2 		$771K Sell
63,420
-3,934
-6% -$43.6K 0.02% 592
2020
Q1 		$628K Buy
67,354
+1,217
+2% +$18.2K 0.02% 582
2019
Q4 		$1.11M Sell
66,137
-1,381
-2% -$22.9K 0.02% 532
2019
Q3 		$1.14M Sell
67,518
-9,830
-13% -$162K 0.03% 526
2019
Q2 		$1.29M Buy
77,348
+4,818
+7% +$79K 0.03% 515
2019
Q1 		$1.19M Sell
72,530
-294
-0.4% -$4.7K 0.03% 526
2018
Q4 		$1.02M Sell
72,824
-3,809
-5% -$60.1K 0.03% 519
2018
Q3 		$1.31M Sell
76,633
-15,781
-17% -$269K 0.03% 501
2018
Q2 		$1.54M Buy
92,414
+1,074
+1% +$17.7K 0.05% 385
2018
Q1 		$1.49M Sell
91,340
-3,055
-3% -$49.7K 0.06% 326
2017
Q4 		$1.57M Sell
94,395
-13,390
-12% -$230K 0.06% 310
2017
Q3 		$1.93M Buy
107,785
+482
+0.4% +$8.52K 0.07% 264
2017
Q2 		$1.97M Sell
107,303
-16,303
-13% -$301K 0.07% 290
2017
Q1 		$2.38M Buy
123,606
+4,783
+4% +$89.7K 0.09% 251
2016
Q4 		$2.14M Buy
118,823
+1,633
+1% +$28.8K 0.09% 255
2016
Q3 		$2.09M Buy
117,190
+6,408
+6% +$111K 0.09% 238
2016
Q2 		$1.85M Buy
110,782
+6,008
+6% +$97.9K 0.08% 250
2016
Q1 		$1.73M Buy
104,774
+955
+0.9% +$14.5K 0.08% 255
2015
Q4 		$1.64M Sell
103,819
-71,496
-41% -$1.17M 0.08% 244
2015
Q3 		$2.75M Buy
175,315
+2,150
+1% +$36.5K 0.14% 151
2015
Q2 		$3.1M Buy
173,165
+8,421
+5% +$154K 0.14% 170
2015
Q1 		$3.08M Sell
164,744
-4,581
-3% -$83.7K 0.14% 171
2014
Q4 		$3.04M Sell
169,325
-12,780
-7% -$241K 0.14% 160
2014
Q3 		$3.57M Buy
182,105
+2,215
+1% +$45K 0.18% 148
2014
Q2 		$3.79M Buy
179,890
+43,075
+31% +$860K 0.19% 129
2014
Q1 		$2.84M Buy
136,815
+79,580
+139% +$1.67M 0.15% 166
2013
Q4 		$1.2M Sell
57,235
-26,675
-32% -$555K 0.06% 297
2013
Q3 		$1.72M Buy
83,910
+28,650
+52% +$580K 0.09% 212
2013
Q2 		$1.1M Buy
+55,260
New +$1.11M 0.06% 275

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

Stephens Inc's BIZD Position: Q1 2026 in Review

Stephens Inc increased its VanEck BDC Income ETF (BIZD) stake by 224% in Q1 2026, buying an estimated $303K and bringing the position to 32,600 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #916.

Stephens Inc first reported a position in BIZD in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.79M in Q2 2014. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Stephens Inc held 32,600 shares of VanEck BDC Income ETF worth $417K as of Q1 2026.
  • Stephens Inc bought 22,525 VanEck BDC Income ETF shares in Q1 2026, an estimated $303K.
  • VanEck BDC Income ETF made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #916 holding.
  • Stephens Inc first reported a position in VanEck BDC Income ETF in Q2 2013 and has held it in 52 quarters since.
  • Stephens Inc's VanEck BDC Income ETF position peaked at $3.79M in Q2 2014.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.