OMAH

VistaShares Target 15 Berkshire Select Income ETF

68 hedge funds and large institutions have $72.1M invested in VistaShares Target 15 Berkshire Select Income ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$631K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
Merit Financial Group
Georgia
$18.6M
SHFP
2
Second Half Financial Partners
Florida
$15.6M
BFA
3
Beaumont Financial Advisors
Massachusetts
$4.61M
Stifel Financial
4
Stifel Financial
Missouri
$4.16M
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.44M
BCI
6
Brinker Capital Investments
Pennsylvania
$2.37M
SG
7
Sherry Group
Arkansas
$1.92M
BIG
8
Brookwood Investment Group
Arizona
$1.71M
FAM
9
Formidable Asset Management
Ohio
$1.53M
KAS
10
Kestra Advisory Services
Texas
$1.35M
CFA
11
Camarda Financial Advisors
Florida
$1.16M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.08M
DADC
13
D.A. Davidson & Co
Montana
$1.01M
RAS
14
RPS Advisory Solutions
Kentucky
$899K
LPL Financial
15
LPL Financial
California
$845K
BWP
16
Balboa Wealth Partners
Arizona
$781K
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$773K
TAFW
18
Tred Avon Family Wealth
Maryland
$721K
WP
19
WealthShield Partners
North Carolina
$697K
OBWG
20
Onyx Bridge Wealth Group
New York
$692K
Jane Street
21
Jane Street
New York
$660K
VWA
22
Visionary Wealth Advisors
Illinois
$651K
KPWS
23
Kestra Private Wealth Services
Texas
$598K
PI
24
PFG Investments
New York
$565K
EWM
25
Elevatus Welath Management
New York
$528K