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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
MFG
1
Merit Financial Group
Georgia
$17.5M +$523K +27,503 +3%
SHFP
2
Second Half Financial Partners
Florida
$16.2M – – –
BFA
3
Beaumont Financial Advisors
Massachusetts
$15.4M +$906K +47,653 +6%
RWA
4
Redhawk Wealth Advisors
Minnesota
$5.42M -$3.31M -174,297 -38%
Stifel Financial
5
Stifel Financial
Missouri
$3.66M +$3.72M +195,495 New
SG
6
Sherry Group
Arkansas
$1.87M +$1.89M +99,420 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.75M +$1.28M +67,365 +257%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.51M +$1.53M +80,547 New
FAM
9
Formidable Asset Management
Ohio
$1.43M +$1.41M +74,204 New
CFA
10
Camarda Financial Advisors
Florida
$1.19M -$26.1K -1,374 -2%
KAS
11
Kestra Advisory Services
Texas
$1.08M +$1.1M +57,896 New
BWP
12
Balboa Wealth Partners
Arizona
$974K -$417K -21,910 -30%
RAS
13
RPS Advisory Solutions
Kentucky
$936K +$38.4K +2,020 +4%
DADC
14
D.A. Davidson & Co
Montana
$848K +$506K +26,595 +143%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$837K +$10.2K +536 +1%
DIM
16
Delta Investment Management
California
$717K +$728K +38,274 New
TA
17
TCM Advisors
West Virginia
$713K – – –
EWM
18
Elevatus Welath Management
New York
$610K +$213K +11,200 +52%
OBWG
19
Onyx Bridge Wealth Group
New York
$594K +$52.7K +2,774 +10%
PI
20
PFG Investments
New York
$517K +$524K +27,572 New
IWC
21
Integrated Wealth Concepts
Massachusetts
$503K -$39.7K -2,086 -7%
NA
22
NewEdge Advisors
Louisiana
$502K +$16.7K +880 +3%
Creative Planning
23
Creative Planning
Kansas
$422K +$428K +22,528 New
SCA
24
Snowden Capital Advisors
New York
$393K -$25.2K -1,325 -6%
NW
25
Naviter Wealth
Arkansas
$340K +$32.4K +1,705 +10%
1
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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.