LPL Financial
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LPL Financial’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

LPL Financial’s Portfolio OMAH Stock Details OMAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3M Buy
611,383
+564,493
+1,204% +$10.5M ﹤0.01% 2024
2026
Q1 		$845K Buy
+46,890
New +$862K ﹤0.01% 4326

Other funds holding OMAH

Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Navis Wealth Advisors
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
Tred Avon Family Wealth
Tred Avon Family Wealth Easton, Maryland $329M AUM 20.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

LPL Financial's OMAH Position: Q2 2026 in Review

LPL Financial increased its VistaShares Target 15 Berkshire Select Income ETF (OMAH) stake by 1,204% in Q2 2026, buying an estimated $10.5M and bringing the position to 611,383 shares worth $11.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

LPL Financial first reported a position in OMAH in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold OMAH as of Q2 2026.

  • LPL Financial held 611,383 shares of VistaShares Target 15 Berkshire Select Income ETF worth $11.3M as of Q2 2026.
  • LPL Financial bought 564,493 VistaShares Target 15 Berkshire Select Income ETF shares in Q2 2026, an estimated $10.5M.
  • VistaShares Target 15 Berkshire Select Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2024 holding.
  • LPL Financial first reported a position in VistaShares Target 15 Berkshire Select Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.