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VanEck BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.3M -$1.71M -153,952 -12%
GI
2
Gradient Investments
Minnesota
$13.1M +$3.65M +329,005 +44%
LPL Financial
3
LPL Financial
California
$10.3M -$83.5K -7,528 -0.9%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.79M +$2.55M +229,891 New
UBS Group
5
UBS Group
Switzerland
$2.55M +$303K +27,348 +15%
FAIM
6
Financial Advocates Investment Management
Washington
$2.34M +$1.42M +127,859 +196%
Wells Fargo
7
Wells Fargo
California
$2.24M -$75.8K -6,834 -4%
CAN
8
Cetera Advisor Networks
California
$2.03M +$102K +9,237 +6%
Bank of America
9
Bank of America
North Carolina
$1.92M +$634K +57,202 +57%
WS
10
Wedbush Securities
California
$1.23M -$51.4K -4,635 -4%
MCM
11
Monument Capital Management
Virginia
$1.22M +$1.12M +100,562 New
Stifel Financial
12
Stifel Financial
Missouri
$1.12M +$597K +53,828 +139%
Mariner
13
Mariner
Kansas
$837K -$195K -17,555 -20%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$804K -$4.16M -374,719 -85%
SI
15
Stephens Inc
Arkansas
$771K -$43.6K -3,934 -6%
CCM
16
Condor Capital Management
New Jersey
$769K +$702K +63,263 New
Osaic Holdings
17
Osaic Holdings
Arizona
$728K -$1.1M -99,110 -62%
PAG
18
Private Advisor Group
New Jersey
$712K -$348K -31,412 -35%
Lido Advisors
19
Lido Advisors
California
$614K -$77.6K -7,000 -12%
BL
20
Balentine LLC
Georgia
$532K
RCA
21
Ranch Capital Advisors
Florida
$496K +$78.4K +7,069 +22%
SF
22
Symphony Financial
Texas
$486K +$3.31K +298 +0.8%
BRWA
23
B. Riley Wealth Advisors
Florida
$480K +$105K +9,497 +32%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$457K +$177K +15,930 +74%
KM
25
Kalos Management
Georgia
$443K +$9.84K +887 +3%