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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
Osaic Holdings
51
Osaic Holdings
Arizona
$34.4K -$1.1K -60 -3%
HIC
52
Hamrick Investment Counsel
Washington
$31.5K +$32.2K +1,750 New
HCM
53
Hollencrest Capital Management
California
$25.3K +$956 +52 +4%
AEPWM
54
Atlantic Edge Private Wealth Management
Florida
$23.4K
BA
55
Ballast Advisors
Minnesota
$22.7K +$23.2K +1,260 New
SC
56
Swan Capital
Florida
$22.4K +$22.8K +1,241 New
Simplex Trading
57
Simplex Trading
Illinois
$20.8K +$1.49K +81 +8%
NWMP
58
Noble Wealth Management PBC
Colorado
$20.7K
AF
59
Allworth Financial
California
$19.8K +$7.36K +400 +57%
Morgan Stanley
60
Morgan Stanley
New York
$18.1K +$12.9K +702 +233%
TWC
61
TD Waterhouse Canada
Ontario, Canada
$11.6K +$276 +15 +2%
IA
62
IFP Advisors
Florida
$8.11K
PWAM
63
Private Wealth Asset Management
Iowa
$6.74K
MSFP
64
Mark Sheptoff Financial Planning
Connecticut
$5.94K +$276 +15 +5%
GIA
65
GHP Investment Advisors
Colorado
$956
IAS
66
IMA Advisory Services
Colorado
$540
PAI
67
Pittenger & Anderson Inc
Nebraska
$197 +$202 +11 New
ASN
68
Advisory Services Network
Georgia
$36 +$37 +2 New
AWM
69
Activest Wealth Management
Florida
$16
Wells Fargo
70
Wells Fargo
California
$8 -$18 -1 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$1.51M -80,547 Closed
NW
72
Naviter Wealth
Arkansas
-$340K -18,130 Closed
WWM
73
Westwood Wealth Management
California
-$305K -16,292 Closed
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
-$242K -12,928 Closed
PA
75
Parallel Advisors
California
-$43.8K -2,338 Closed