OMAH

VistaShares Target 15 Berkshire Select Income ETF
OMAH

Overview Fund Activity

39 hedge funds and large institutions have $43.5M invested in VistaShares Target 15 Berkshire Select Income ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+37
Holders Change %
+1,850%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
38
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHFP
Second Half Financial Partners
Florida
$16.7M
2
BFA
Beaumont Financial Advisors
Massachusetts
$14.7M
3
GIA
Gladstone Institutional Advisory
Florida
$2.14M
4
CFA
Camarda Financial Advisors
Florida
$1.26M
5
RAS
RPS Advisory Solutions
Kentucky
$1.18M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
Parallel Advisors
California
$50.4K +$50.4K +2,610 New
AEPWM
27
Atlantic Edge Private Wealth Management
Florida
$25.1K +$25.1K +1,300 New
TWC
28
TD Waterhouse Canada
Ontario, Canada
$11.7K +$11.7K +600 New
TRCT
29
Tower Research Capital (TRC)
New York
$10K +$10K +519 New
MSFP
30
Mark Sheptoff Financial Planning
Connecticut
$5.79K +$5.79K +300 New
IA
31
IFP Advisors
Florida
$5.79K +$5.79K +300 New
POIA
32
Pin Oak Investment Advisors
Texas
$4K +$4K +225 New
TCM
33
Tradewinds Capital Management
Washington
$1.98K +$1.98K +103 New
Osaic Holdings
34
Osaic Holdings
Arizona
$1.96K +$1.96K +102 New
GIA
35
GHP Investment Advisors
Colorado
$1.02K +$1.02K +53 New
HBW
36
Hazlett, Burt & Watson
West Virginia
$1K +$1K +50 New
Morgan Stanley
37
Morgan Stanley
New York
$43 +$43 +2 New
HI
38
Harbour Investments
Wisconsin
$40 +$40 +2 New
Wells Fargo
39
Wells Fargo
California
$15 +$15 +1 New
Citadel Advisors
40
Citadel Advisors
Florida
– -$364K -18,457 Closed
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