We are live on ! Find out more
OMAH

VistaShares Target 15 Berkshire Select Income ETF

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: 239 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SHFP
1
Second Half Financial Partners
Florida
$16.7M +$16.5M +864,071 New
BFA
2
Beaumont Financial Advisors
Massachusetts
$14.7M +$14.5M +759,155 New
GIA
3
Gladstone Institutional Advisory
Florida
$2.14M +$2.11M +110,802 New
CFA
4
Camarda Financial Advisors
Florida
$1.26M +$1.25M +65,542 New
RAS
5
RPS Advisory Solutions
Kentucky
$1.18M +$1.17M +61,225 New
Jane Street
6
Jane Street
New York
$1.03M +$767K +40,221 +311%
Goldman Sachs
7
Goldman Sachs
New York
$815K +$805K +42,233 New
EWM
8
Elevatus Welath Management
New York
$652K +$644K +33,763 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$563K +$556K +29,176 New
AFS
10
Aft Forsyth & Sober
Florida
$550K +$544K +28,500 New
JSW
11
Journey Strategic Wealth
New Jersey
$517K +$511K +26,800 New
IWC
12
Integrated Wealth Concepts
Massachusetts
$498K +$492K +25,816 New
OBWG
13
Onyx Bridge Wealth Group
New York
$443K +$438K +22,963 New
SCA
14
Snowden Capital Advisors
New York
$397K +$392K +20,555 New
LWM
15
Lionshead Wealth Management
New York
$371K +$366K +19,200 New
NA
16
NewEdge Advisors
Louisiana
$359K +$354K +18,577 New
KPWS
17
Kestra Private Wealth Services
Texas
$269K +$266K +13,959 New
Mariner
18
Mariner
Kansas
$269K +$266K +13,947 New
BWP
19
Balboa Wealth Partners
Arizona
$257K +$254K +13,339 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$121K +$120K +6,276 New
AF
21
Allworth Financial
California
$109K +$107K +5,625 New
US Bancorp
22
US Bancorp
Minnesota
$76.2K +$75.3K +3,950 New
SA
23
SRH Advisors
Kansas
$59.9K +$59.1K +3,101 New
FPB
24
First PREMIER Bank
South Dakota
$58K +$57.2K +3,000 New
AWM
25
Activest Wealth Management
Florida
$52.2K +$51.6K +2,704 New