DaveManuel.com · Institutional Ownership · Who Owns It
VANECK ETF TRUST (BIZD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
275
Reporting holders
$804.8M
Reported value
3.1%
Calls
0.3%
Puts
+31
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $130.7M | 10,327,075 | 0.01% | 31q | +35.5%+$34.2M |
| MORGAN STANLEY | $108.1M | 8,539,758 | 0.01% | 35q | +26.5%+$22.6M |
| Bank Julius Baer & Co. Ltd, Zurich | $49.3M | 3,893,116 | 0.13% | 4q | +63.1%+$19.1M |
| WELLS FARGO & COMPANY/MN | $48.7M | 3,848,569 | 0.01% | 31q | -5.9%-$3.1M |
| LPL Financial LLC | $36.2M | 2,861,929 | 0.01% | 31q | +13.0%+$4.2M |
| Generali Asset Management SPA SGR | $27.9M | 2,200,000 | 0.50% | 4q | HELD |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $24.1M | 1,907,532 | 0.35% | 4q | -21.3%-$6.5M |
| Apollon Wealth Management, LLC | $18.0M | 1,425,744 | 0.22% | new | NEW |
| TRANSCEND CAPITAL ADVISORS, LLC | $15.8M | 1,245,846 | 1.06% | 3q | +6.0%+$886.8K |
| Mission Hills Financial Advisory, LLC | $15.2M | 1,204,459 | 6.70% | 8q | -3.6%-$577.4K |
| Amplius Wealth Advisors, LLC | $13.1M | 1,033,780 | 0.96% | 3q | +1.8%+$235.4K |
| Caption Management, LLC | $10.8M incl. $10.1M options CALL | 58,418 | 0.05% | 2q | +53.3%+$3.8M |
| Naviter Wealth, LLC | $9.4M | 738,897 | 0.85% | 7q | +176.5%+$6.0M |
| Centiva Capital, LP | $9.3M CALL+PUT | options only | 0.08% | 3q | OPTIONS |
| CONDOR CAPITAL MANAGEMENT | $8.2M | 643,796 | 0.61% | 25q | -14.2%-$1.3M |
| ROYAL BANK OF CANADA | $6.9M | 544,936 | 0.00% | 31q | +8.3%+$530.5K |
| Cerity Partners LLC | $6.9M | 543,391 | 0.01% | 15q | +39.6%+$1.9M |
| Arax Advisory Partners | $6.2M | 491,164 | 0.04% | 5q | +10969.7%+$6.2M |
| UBS Group AG | $6.0M | 476,152 | 0.00% | 31q | +26.3%+$1.3M |
| STIFEL FINANCIAL CORP | $5.9M | 463,773 | 0.00% | 31q | +23.3%+$1.1M |
| Equitable Holdings, Inc. | $5.8M | 458,287 | 0.03% | 10q | +17.1%+$849.1K |
| MGO ONE SEVEN LLC | $5.8M | 457,091 | 0.10% | 8q | +5.2%+$285.8K |
| RAYMOND JAMES FINANCIAL INC | $5.6M | 441,761 | 0.00% | 7q | -75.7%-$17.4M |
| Berkeley Capital Partners, LLC | $5.6M | 441,601 | 1.15% | 2q | +5.3%+$283.6K |
| Clark Capital Management Group, Inc. | $5.5M | 430,954 | 0.03% | 9q | +4.4%+$230.6K |
| ENVESTNET ASSET MANAGEMENT INC | $5.4M | 426,511 | 0.00% | 29q | +25.4%+$1.1M |
| Sterling Investment Advisors, Ltd. | $5.3M | 421,475 | 0.89% | 3q | -14.3%-$887.5K |
| Maia Wealth LLC | $4.9M | 386,935 | 0.72% | 4q | +100.7%+$2.5M |
| Hilltop Holdings Inc. | $4.8M | 376,719 | 0.37% | 12q | +1562.2%+$4.5M |
| Cambridge Investment Research Advisors, Inc. | $4.4M | 349,840 | 0.01% | 30q | +97.9%+$2.2M |
| MILLENNIUM MANAGEMENT LLC | $4.2M | 330,887 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $4.2M CALL+PUT | options only | 0.00% | 16q | OPTIONS |
| NewEdge Advisors, LLC | $4.0M | 319,095 | 0.01% | 18q | +35.5%+$1.1M |
| SG Americas Securities, LLC | $4.0M | 312,400 | 0.00% | new | NEW |
| Focus Partners Wealth | $3.7M | 289,124 | 0.00% | 4q | +5.5%+$190.7K |
| MAGNOLIA CAPITAL ADVISORS LLC | $3.6M | 286,357 | 0.62% | 5q | HELD |
| Garner Asset Management Corp | $3.6M | 280,004 | 1.15% | 3q | +78.9%+$1.6M |
| VAN ECK ASSOCIATES CORP | $3.5M | 274,631 | 0.00% | 20q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.4M incl. $1.8M options CALL+PUT | 128,705 | 0.00% | 6q | +291.5%+$2.6M |
| Prime Capital Investment Advisors, LLC | $3.3M | 263,632 | 0.03% | new | NEW |
| Mariner, LLC | $3.3M | 256,723 | 0.00% | 30q | +0.9%+$30.3K |
| Haven Private, LLC | $3.1M | 246,918 | 1.19% | 7q | -23.4%-$954.3K |
| TWO SIGMA INVESTMENTS, LP | $3.1M | 243,900 | 0.00% | 4q | -88.5%-$23.8M |
| OSAIC HOLDINGS, INC. | $3.0M | 237,446 | 0.00% | 26q | +44.9%+$931.2K |
| Cetera Investment Advisers | $3.0M | 234,146 | 0.00% | 10q | -4.9%-$154.3K |
| J.Safra Asset Management Corp | $2.9M | 231,406 | 0.13% | 5q | +2.7%+$77.7K |
| BESSEMER GROUP INC | $2.9M | 230,555 | 0.00% | 4q | HELD |
| Lido Advisors, LLC | $2.9M | 229,246 | 0.01% | 10q | -59.2%-$4.2M |
| Arkadios Wealth Advisors | $2.8M | 221,304 | 0.04% | 18q | -1.2%-$33.2K |
| Samalin Investment Counsel, LLC | $2.7M | 216,774 | 0.86% | 15q | +11.7%+$288.0K |
| Clarity Financial LLC | $2.7M | 214,125 | 0.23% | new | NEW |
| Sound Income Strategies, LLC | $2.6M | 205,600 | 0.12% | 23q | +31.6%+$625.5K |
| FINANCIAL MANAGEMENT NETWORK INC | $2.3M | 184,522 | 0.34% | 20q | +8.1%+$175.5K |
| Measured Risk Portfolios, Inc. | $2.3M | 183,546 | 2.07% | 7q | +1.6%+$37.2K |
| Black Swift Group, LLC | $2.2M | 174,697 | 0.32% | 3q | -1.9%-$43.2K |
| Ferguson Shapiro LLC | $2.2M | 174,640 | 0.65% | new | NEW |
| Alpha Wealth Funds, LLC | $2.1M | 168,231 | 1.16% | 7q | -1.3%-$27.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.1M | 167,250 | 0.04% | 17q | -87.3%-$14.6M |
| Kestra Advisory Services, LLC | $2.0M | 156,776 | 0.01% | 24q | -12.4%-$280.4K |
| TRUIST FINANCIAL CORP | $2.0M | 156,483 | 0.00% | 9q | +51.1%+$669.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 153,888 | 0.00% | 31q | -18.4%-$440.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.9M | 152,219 | 0.11% | 7q | HELD |
| Stratos Wealth Partners, LTD. | $1.9M | 149,758 | 0.02% | 11q | -14.5%-$322.4K |
| D. E. Shaw & Co., Inc. | $1.9M | 148,232 | 0.00% | 2q | +63.4%+$728.4K |
| JPMORGAN CHASE & CO | $1.7M | 136,141 | 0.00% | 15q | +34.9%+$446.6K |
| J.W. COLE ADVISORS, INC. | $1.7M | 135,672 | 0.03% | 10q | -9.1%-$171.6K |
| WEDBUSH SECURITIES INC | $1.7M | 133,891 | 0.04% | 28q | -3.6%-$63.9K |
| JANE STREET GROUP, LLC | $1.7M | 133,377 | 0.00% | new | NEW |
| WEALTH ALLIANCE, LLC | $1.7M | 133,174 | 0.14% | 18q | +5.5%+$88.1K |
| Creative Planning | $1.7M | 132,951 | 0.00% | 22q | -4.9%-$86.2K |
| Janney Montgomery Scott LLC | $1.7M | 132,163 | 0.00% | new | NEW |
| Paller Financial Services Inc | $1.7M | 130,672 | 1.24% | new | NEW |
| Gibbs Wealth Management | $1.6M | 127,299 | 0.19% | 10q | -4.7%-$79.8K |
| Steward Partners Investment Advisory, LLC | $1.6M | 126,844 | 0.01% | 11q | -15.5%-$294.6K |
| GFS Advisors, LLC | $1.6M | 192,550 | 0.08% | 12q | +47.0%+$507.8K |
| BRIDGES INVESTMENT MANAGEMENT INC | $1.6M | 123,645 | 0.02% | 2q | -9.0%-$153.9K |
| J. Goldman & Co LP | $1.6M incl. $1.3M options CALL+PUT | 16,750 | 0.04% | 2q | HELD |
| CASCADE INVESTMENT GROUP, INC. | $1.5M | 116,375 | 0.83% | 2q | +169.2%+$926.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.4M | 111,877 | 0.06% | 7q | +2.5%+$33.9K |
| Waverly Advisors, LLC | $1.4M | 111,632 | 0.01% | 10q | +4.7%+$63.5K |
| Baker Avenue Asset Management, LP | $1.4M | 110,807 | 0.03% | 8q | -8.6%-$132.4K |
| Future Financial Wealth Managment LLC | $1.3M | 109,209 | 0.84% | 23q | -11.4%-$172.4K |
| HUB Investment Partners, LLC | $1.3M | 103,460 | 0.02% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $1.2M | 97,318 | 0.00% | 3q | -8.6%-$116.4K |
| HARBOUR INVESTMENTS, INC. | $1.2M | 96,593 | 0.02% | 21q | +29.8%+$280.8K |
| HOWARD WEALTH MANAGEMENT, LLC | $1.2M | 96,570 | 0.45% | 10q | -15.9%-$231.4K |
| Investment Partners Asset Management, Inc. | $1.2M | 95,101 | 0.67% | 11q | +1.9%+$22.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.2M | 94,714 | 0.01% | 24q | -7.7%-$100.3K |
| OPPENHEIMER & CO INC | $1.2M | 94,625 | 0.01% | 10q | +512.3%+$1.0M |
| Private Advisor Group, LLC | $1.2M | 93,313 | 0.01% | 31q | -24.2%-$377.9K |
| Perennial Investment Advisors, LLC | $1.2M | 93,269 | 0.08% | 19q | +9.2%+$99.0K |
| MML INVESTORS SERVICES, LLC | $1.2M | 93,268 | 0.00% | 31q | +40.8%+$342.1K |
| HighTower Advisors, LLC | $1.1M | 89,888 | 0.00% | 22q | -61.8%-$1.8M |
| Orion Porfolio Solutions, LLC | $1.1M | 89,003 | 0.01% | 11q | +26.4%+$235.5K |
| Global Retirement Partners, LLC | $1.1M | 86,579 | 0.02% | 12q | +24.6%+$216.1K |
| MAI Capital Management | $1.1M | 85,685 | 0.00% | 7q | +254.1%+$778.4K |
| Sanctuary Advisors, LLC | $1.1M | 83,530 | 0.00% | 3q | +45.2%+$329.0K |
| HSBC HOLDINGS PLC | $1.0M | 80,000 | 0.00% | 3q | HELD |
| American Capital Advisory, LLC | $1.0M | 82,000 | 0.38% | new | NEW |
| Jump Financial, LLC | $991.3K | 78,300 | 0.01% | new | NEW |
Showing the largest 100 of 275 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 91 | $199.0M | 15,350,967 | 11 | 34 | 23 | 0.0% |
| Q2 2026 | 275 | $804.8M | 61,452,632 | 52 | 101 | 72 | 3.4% |
| Q1 2026 | 244 | $761.9M | 54,752,824 | 36 | 87 | 76 | 8.9% |
| Q4 2025 | 256 | $748.1M | 51,900,203 | 50 | 87 | 75 | 1.6% |
| Q3 2025 | 232 | $677.2M | 45,209,559 | 28 | 100 | 53 | 0.2% |
| Q2 2025 | 239 | $591.2M | 36,202,248 | 37 | 100 | 56 | 0.3% |
| Q1 2025 | 220 | $532.1M | 31,701,506 | 28 | 92 | 53 | 0.3% |
| Q4 2024 | 227 | $496.5M | 29,779,507 | 37 | 88 | 41 | 0.2% |
| Q3 2024 | 189 | $433.7M | 26,125,807 | 16 | 86 | 46 | 0.2% |
| Q2 2024 | 197 | $448.5M | 26,058,243 | 32 | 86 | 36 | 0.2% |
| Q1 2024 | 180 | $594.6M | 34,977,654 | 30 | 69 | 42 | 0.2% |
| Q4 2023 | 162 | $367.3M | 22,803,823 | 26 | 53 | 40 | 0.2% |
| Q3 2023 | 153 | $290.7M | 17,530,135 | 20 | 55 | 35 | 0.2% |
| Q2 2023 | 146 | $244.6M | 15,881,841 | 22 | 57 | 32 | 0.3% |
| Q1 2023 | 132 | $206.1M | 13,826,769 | 15 | 52 | 34 | 0.7% |
| Q4 2022 | 133 | $181.3M | 12,833,902 | 22 | 42 | 38 | 0.2% |
| Q3 2022 | 125 | $457.1M | 33,642,146 | 14 | 43 | 33 | 0.0% |
| Q2 2022 | 125 | $537.8M | 35,553,716 | 19 | 41 | 33 | 0.0% |
| Q1 2022 | 121 | $871.5M | 47,963,875 | 17 | 49 | 27 | 0.4% |
| Q4 2021 | 124 | $2.1B | 119,947,726 | 19 | 43 | 32 | 0.2% |
| Q3 2021 | 114 | $1.7B | 96,896,284 | 20 | 42 | 28 | 0.0% |
| Q2 2021 | 104 | $697.6M | 40,658,689 | 17 | 39 | 27 | 0.0% |
| Q1 2021 | 95 | $265.8M | 16,406,255 | 20 | 28 | 24 | 0.0% |
| Q4 2020 | 88 | $258.6M | 18,951,169 | 23 | 19 | 21 | 0.0% |
| Q3 2020 | 64 | $374.2M | 30,778,825 | 9 | 15 | 21 | 0.0% |
| Q2 2020 | 61 | $189.6M | 15,606,446 | 9 | 23 | 18 | 0.0% |
| Q1 2020 | 62 | $146.7M | 15,705,837 | 10 | 18 | 20 | 0.0% |
| Q4 2019 | 63 | $259.9M | 15,514,149 | 10 | 29 | 11 | 0.0% |
| Q3 2019 | 59 | $245.8M | 14,580,458 | 6 | 26 | 16 | 0.0% |
| Q2 2019 | 59 | $289.5M | 17,395,706 | 11 | 17 | 9 | 0.0% |
| Q1 2019 | 52 | $580.7M | 35,495,556 | 9 | 14 | 15 | 0.0% |
| Q4 2018 | 56 | $120.0M | 8,541,963 | 1 | 2 | 3 | 0.0% |