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OMAH

VistaShares Target 15 Berkshire Select Income ETF
OMAH

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

6,928% more capital invested

Capital invested by funds: $619K → $43.5M (+$42.9M)

3,700% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 1

1,850% more funds holding

Funds holding: 2 → 39 (+37)

2.93% more ownership

Funds ownership: 11.21% → 14.14% (+2.9%)

Holders
39
Holders Change
+37
Holders Change %
+1,850%
% of All Funds
0.51%
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
+$16.5M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$14.5M
3
GIA
Gladstone Institutional Advisory
Florida
+$2.11M
4
CFA
Camarda Financial Advisors
Florida
+$1.25M
5
RAS
RPS Advisory Solutions
Kentucky
+$1.17M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Parallel Advisors
California
$50.4K +$49.8K +2,610 New
Osaic Holdings
27
Osaic Holdings
Arizona
$32.4K +$32K +1,680 New
AEPWM
28
Atlantic Edge Private Wealth Management
Florida
$25.1K +$24.8K +1,300 New
TWC
29
TD Waterhouse Canada
Ontario, Canada
$11.7K +$11.4K +600 New
TRCT
30
Tower Research Capital (TRC)
New York
$10K +$9.9K +519 New
IA
31
IFP Advisors
Florida
$5.79K +$5.72K +300 New
MSFP
32
Mark Sheptoff Financial Planning
Connecticut
$5.79K +$5.72K +300 New
POIA
33
Pin Oak Investment Advisors
Texas
$4K +$4.29K +225 New
TCM
34
Tradewinds Capital Management
Washington
$1.98K +$1.96K +103 New
GIA
35
GHP Investment Advisors
Colorado
$1.02K +$1.01K +53 New
HBW
36
Hazlett, Burt & Watson
West Virginia
$1K +$954 +50 New
Morgan Stanley
37
Morgan Stanley
New York
$43 +$38 +2 New
HI
38
Harbour Investments
Wisconsin
$40 +$38 +2 New
Wells Fargo
39
Wells Fargo
California
$15 +$19 +1 New
Citadel Advisors
40
Citadel Advisors
Florida
– -$364K -18,457 Closed
1
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