OMAH

VistaShares Target 15 Berkshire Select Income ETF

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
Holders
58
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
$249K
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
$16.2M
BFA
3
Beaumont Financial Advisors
Massachusetts
$15.4M
RWA
4
Redhawk Wealth Advisors
Minnesota
$5.42M
Stifel Financial
5
Stifel Financial
Missouri
$3.66M
SG
6
Sherry Group
Arkansas
$1.87M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.75M
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.51M
FAM
9
Formidable Asset Management
Ohio
$1.43M
CFA
10
Camarda Financial Advisors
Florida
$1.19M
KAS
11
Kestra Advisory Services
Texas
$1.08M
BWP
12
Balboa Wealth Partners
Arizona
$974K
RAS
13
RPS Advisory Solutions
Kentucky
$936K
DADC
14
D.A. Davidson & Co
Montana
$848K
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$837K
DIM
16
Delta Investment Management
California
$717K
TA
17
TCM Advisors
West Virginia
$713K
EWM
18
Elevatus Welath Management
New York
$610K
OBWG
19
Onyx Bridge Wealth Group
New York
$594K
PI
20
PFG Investments
New York
$517K
IWC
21
Integrated Wealth Concepts
Massachusetts
$503K
NA
22
NewEdge Advisors
Louisiana
$502K
Creative Planning
23
Creative Planning
Kansas
$422K
SCA
24
Snowden Capital Advisors
New York
$393K
NW
25
Naviter Wealth
Arkansas
$340K