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VistaShares Target 15 Berkshire Select Income ETF

68 hedge funds and large institutions have $72.5M invested in VistaShares Target 15 Berkshire Select Income ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

17% more funds holding

Funds holding: 5868 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.16% less ownership

Funds ownership: 11.69%10.53% (-1.2%)

8% less capital invested

Capital invested by funds: $79.2M → $72.5M (-$6.63M)

Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
25
Reduced
12
Closed
8
Calls
$631K
Puts
Net Calls
+$631K
Net Calls Change
+$382K
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
26
Delta Investment Management
California
$524K -$169K -9,199 -24%
SPIA
27
Steward Partners Investment Advisory
New York
$506K +$359K +19,500 +227%
TA
28
TCM Advisors
West Virginia
$500K
IWC
29
Integrated Wealth Concepts
Massachusetts
$493K +$8.98K +488 +2%
NA
30
NewEdge Advisors
Louisiana
$492K +$9.56K +520 +2%
Creative Planning
31
Creative Planning
Kansas
$393K -$13.4K -726 -3%
SCA
32
Snowden Capital Advisors
New York
$350K -$28.5K -1,550 -7%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$335K +$342K +18,575 New
LWM
34
Lionshead Wealth Management
New York
$294K
IA
35
Integrity Alliance
Iowa
$278K -$552 -30 -0.2%
MA
36
Mutual Advisors
Nebraska
$230K +$235K +12,789 New
CF
37
Convergence Financial
Missouri
$227K +$232K +12,600 New
RA
38
RFG Advisory
Alabama
$225K +$230K +12,492 New
CCG
39
Capital CS Group
California
$216K
MG
40
Marex Group
$206K +$7.82K +425 +4%
RWA
41
Redhawk Wealth Advisors
Minnesota
$203K -$5.11M -277,967 -96%
DWP
42
Daymark Wealth Partners
Ohio
$198K +$202K +11,000 New
SWP
43
Significant Wealth Partners
Illinois
$190K +$194K +10,538 New
SA
44
SRH Advisors
Kansas
$102K +$3.88K +211 +4%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$94.1K +$166 +9 +0.2%
HI
46
Harbour Investments
Wisconsin
$85.3K +$19.2K +1,043 +28%
FFA
47
Farther Finance Advisors
California
$62.2K -$145K -7,910 -70%
IAIM
48
International Assets Investment Management
Florida
$58.7K
FPB
49
First PREMIER Bank
South Dakota
$54K
US Bancorp
50
US Bancorp
Minnesota
$36K