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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
PWAM
51
Private Wealth Asset Management
Iowa
$7.01K – – –
MSFP
52
Mark Sheptoff Financial Planning
Connecticut
$5.69K +$76 +4 +1%
Morgan Stanley
53
Morgan Stanley
New York
$5.65K +$5.68K +299 +14,950%
UBS Group
54
UBS Group
Switzerland
$3.39K +$3.44K +181 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$1.82K +$1.84K +97 New
GIA
56
GHP Investment Advisors
Colorado
$994 – – –
IAS
57
IMA Advisory Services
Colorado
$562 +$570 +30 New
Wells Fargo
58
Wells Fargo
California
$25 – – –
AWM
59
Activest Wealth Management
Florida
$16 – – –
Jane Street
60
Jane Street
New York
– -$2.94M -154,496 Closed
GIA
61
Gladstone Institutional Advisory
Florida
– -$2.16M -111,922 Closed
OMC
62
Old Mission Capital
Illinois
– -$945K -49,049 Closed
BFA
63
Beacon Financial Advisory
Ohio
– -$193K -10,013 Closed
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
– -$121K -6,276 Closed
POIA
65
Pin Oak Investment Advisors
Texas
– -$4.33K -225 Closed
HBW
66
Hazlett, Burt & Watson
West Virginia
– -$1K -50 Closed
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.