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OMAH

VistaShares Target 15 Berkshire Select Income ETF
OMAH

58 hedge funds and large institutions have $79.2M invested in VistaShares Target 15 Berkshire Select Income ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

29% more funds holding

Funds holding: 45 → 58 (+13)

6% more capital invested

Capital invested by funds: $74.9M → $79.2M (+$4.31M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.42% less ownership

Funds ownership: 14.11% → 11.69% (-2.4%)

Holders
58
Holders Change
+13
Holders Change %
+28.89%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
20
Reduced
9
Closed
7
Calls
$249K
Puts
–
Net Calls
+$249K
Net Calls Change
+$249K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$3.72M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.53M
3
FAM
Formidable Asset Management
Ohio
+$1.41M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.28M
5
KAS
Kestra Advisory Services
Texas
+$1.1M

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
-$3.31M
2
Jane Street
Jane Street
New York
-$2.94M
3
GIA
Gladstone Institutional Advisory
Florida
-$2.16M
4
OMC
Old Mission Capital
Illinois
-$945K
5
BWP
Balboa Wealth Partners
Arizona
-$417K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$330K -$5.99K -315 -2%
LWM
27
Lionshead Wealth Management
New York
$305K -$55.3K -2,908 -15%
WWM
28
Westwood Wealth Management
California
$305K +$310K +16,292 New
IA
29
Integrity Alliance
Iowa
$290K +$2.85K +150 +1%
VWA
30
Visionary Wealth Advisors
Illinois
$272K +$57.7K +3,035 +26%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$242K +$246K +12,928 New
CCG
32
Capital CS Group
California
$225K +$228K +12,000 New
FFA
33
Farther Finance Advisors
California
$213K +$216K +11,374 New
MG
34
Marex Group
$206K +$209K +11,000 New
SPIA
35
Steward Partners Investment Advisory
New York
$161K +$163K +8,575 New
SA
36
SRH Advisors
Kansas
$103K +$3.82K +201 +4%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$98K +$38.2K +2,007 +63%
HI
38
Harbour Investments
Wisconsin
$69.2K +$53.1K +2,792 +310%
IAIM
39
International Assets Investment Management
Florida
$61.2K +$62.1K +3,264 New
FPB
40
First PREMIER Bank
South Dakota
$56K – – –
PA
41
Parallel Advisors
California
$43.8K -$27.7K -1,456 -38%
US Bancorp
42
US Bancorp
Minnesota
$37.5K -$75.1K -3,950 -66%
Osaic Holdings
43
Osaic Holdings
Arizona
$36.9K +$3.94K +207 +12%
HCM
44
Hollencrest Capital Management
California
$25.3K +$25.7K +1,350 New
AEPWM
45
Atlantic Edge Private Wealth Management
Florida
$24.4K – – –
NWMP
46
Noble Wealth Management PBC
Colorado
$21.6K – – –
Simplex Trading
47
Simplex Trading
Illinois
$20.1K +$20.4K +1,073 New
AF
48
Allworth Financial
California
$13.1K +$1.9K +100 +17%
TWC
49
TD Waterhouse Canada
Ontario, Canada
$11.8K +$342 +18 +3%
IA
50
IFP Advisors
Florida
$8.43K – – –
1
2
3

OMAH Hedge Fund Activity: Q4 2025 in Review

58 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in VistaShares Target 15 Berkshire Select Income ETF (OMAH) for Q4 2025, worth a combined $79.2M — up 5.8% from $74.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OMAH positions and 7 closed out — a net gain of 13 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $3.72M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $3.31M.

  • 58 institutional investors held VistaShares Target 15 Berkshire Select Income ETF (OMAH) as of Q4 2025, up from 45 in Q3 2025.
  • Funds reported $79.2M of VistaShares Target 15 Berkshire Select Income ETF stock for Q4 2025, up 5.8% quarter-over-quarter.
  • 20 funds opened new VistaShares Target 15 Berkshire Select Income ETF positions in Q4 2025 and 7 closed out, a net change of +13 holders.
  • The largest VistaShares Target 15 Berkshire Select Income ETF buyer in Q4 2025 was Stifel Financial, an estimated $3.72M added.
  • The largest VistaShares Target 15 Berkshire Select Income ETF seller in Q4 2025 was Redhawk Wealth Advisors, an estimated $3.31M sold.

Based on aggregated 13F filings for Q4 2025.