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OMAH

VistaShares Target 15 Berkshire Select Income ETF

45 hedge funds and large institutions have $74.9M invested in VistaShares Target 15 Berkshire Select Income ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

72% more capital invested

Capital invested by funds: $43.5M → $74.9M (+$31.3M)

15% more funds holding

Funds holding: 3945 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.03% less ownership

Funds ownership: 14.14%14.11% (-0.03%)

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
17
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
Merit Financial Group
Georgia
$17.5M +$17.6M +907,352 New
SHFP
2
Second Half Financial Partners
Florida
$16.7M +$31.9K +1,645 +0.2%
BFA
3
Beaumont Financial Advisors
Massachusetts
$14.9M +$275K +14,187 +2%
RWA
4
Redhawk Wealth Advisors
Minnesota
$8.93M +$8.99M +463,533 New
Jane Street
5
Jane Street
New York
$2.98M +$1.97M +101,341 +191%
GIA
6
Gladstone Institutional Advisory
Florida
$2.16M +$21.7K +1,120 +1%
BWP
7
Balboa Wealth Partners
Arizona
$1.42M +$1.17M +60,541 +454%
CFA
8
Camarda Financial Advisors
Florida
$1.25M -$9.49K -489 -0.7%
OMC
9
Old Mission Capital
Illinois
$945K +$951K +49,049 New
RAS
10
RPS Advisory Solutions
Kentucky
$923K -$258K -13,301 -22%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$850K +$857K +44,154 New
TA
12
TCM Advisors
West Virginia
$623K
IWC
13
Integrated Wealth Concepts
Massachusetts
$557K +$60.6K +3,122 +12%
OBWG
14
Onyx Bridge Wealth Group
New York
$557K +$115K +5,952 +26%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$505K +$509K +26,222 New
NA
16
NewEdge Advisors
Louisiana
$499K +$142K +7,327 +39%
SCA
17
Snowden Capital Advisors
New York
$430K +$33.9K +1,750 +9%
EWM
18
Elevatus Welath Management
New York
$411K -$241K -12,417 -37%
LWM
19
Lionshead Wealth Management
New York
$370K
DADC
20
D.A. Davidson & Co
Montana
$359K +$362K +18,647 New
KPWS
21
Kestra Private Wealth Services
Texas
$345K +$77.1K +3,975 +28%
NW
22
Naviter Wealth
Arkansas
$316K +$319K +16,425 New
IA
23
Integrity Alliance
Iowa
$295K +$297K +15,305 New
VWA
24
Visionary Wealth Advisors
Illinois
$221K +$223K +11,472 New
BFA
25
Beacon Financial Advisory
Ohio
$193K +$194K +10,013 New

OMAH Hedge Fund Activity: Q3 2025 in Review

45 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VistaShares Target 15 Berkshire Select Income ETF (OMAH) for Q3 2025, worth a combined $74.9M — up 72% from $43.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new OMAH positions and 7 closed out — a net gain of 6 holders — while 17 added to existing stakes and 5 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $17.6M. The largest seller was Goldman Sachs, exiting entirely with an estimated $815K sold.

  • 45 institutional investors held VistaShares Target 15 Berkshire Select Income ETF (OMAH) as of Q3 2025, up from 39 in Q2 2025.
  • Funds reported $74.9M of VistaShares Target 15 Berkshire Select Income ETF stock for Q3 2025, up 72% quarter-over-quarter.
  • 13 funds opened new VistaShares Target 15 Berkshire Select Income ETF positions in Q3 2025 and 7 closed out, a net change of +6 holders.
  • The largest VistaShares Target 15 Berkshire Select Income ETF buyer in Q3 2025 was Merit Financial Group, an estimated $17.6M added.
  • The largest VistaShares Target 15 Berkshire Select Income ETF seller in Q3 2025 was Goldman Sachs, an estimated $815K sold.

Based on aggregated 13F filings for Q3 2025.