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Summit Financial’s VanEck BDC Income ETF BIZD Stock Holding History

Summit 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 		$377K Buy
29,478
+10,786
+58% +$145K ﹤0.01% 1086
2025
Q4 		$265K Sell
18,692
-1,209
-6% -$17.3K ﹤0.01% 1127
2025
Q3 		$297K Buy
+19,901
New +$318K ﹤0.01% 1065

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 $5.53B AUM 35.1% 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

Summit Financial's BIZD Position: Q1 2026 in Review

Summit Financial increased its VanEck BDC Income ETF (BIZD) stake by 58% in Q1 2026, buying an estimated $145K and bringing the position to 29,478 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Summit Financial first reported a position in BIZD in Q3 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Summit Financial held 29,478 shares of VanEck BDC Income ETF worth $377K as of Q1 2026.
  • Summit Financial bought 10,786 VanEck BDC Income ETF shares in Q1 2026, an estimated $145K.
  • VanEck BDC Income ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1086 holding.
  • Summit Financial first reported a position in VanEck BDC Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.