OMAH

VistaShares Target 15 Berkshire Select Income ETF

42 hedge funds and large institutions have $74.8M invested in VistaShares Target 15 Berkshire Select Income ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
Merit Financial Group
Georgia
$17.5M
SHFP
2
Second Half Financial Partners
Florida
$16.7M
BFA
3
Beaumont Financial Advisors
Massachusetts
$14.9M
RWA
4
Redhawk Wealth Advisors
Minnesota
$8.93M
Jane Street
5
Jane Street
New York
$2.98M
GIA
6
Gladstone Institutional Advisory
Florida
$2.16M
BWP
7
Balboa Wealth Partners
Arizona
$1.42M
CFA
8
Camarda Financial Advisors
Florida
$1.25M
OMC
9
Old Mission Capital
Illinois
$945K
RAS
10
RPS Advisory Solutions
Kentucky
$923K
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$850K
TA
12
TCM Advisors
West Virginia
$623K
IWC
13
Integrated Wealth Concepts
Massachusetts
$557K
OBWG
14
Onyx Bridge Wealth Group
New York
$557K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$505K
NA
16
NewEdge Advisors
Louisiana
$499K
SCA
17
Snowden Capital Advisors
New York
$430K
EWM
18
Elevatus Welath Management
New York
$411K
LWM
19
Lionshead Wealth Management
New York
$370K
DADC
20
D.A. Davidson & Co
Montana
$359K
KPWS
21
Kestra Private Wealth Services
Texas
$345K
NW
22
Naviter Wealth
Arkansas
$316K
IA
23
Integrity Alliance
Iowa
$295K
VWA
24
Visionary Wealth Advisors
Illinois
$221K
BFA
25
Beacon Financial Advisory
Ohio
$193K