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VistaShares Target 15 Berkshire Select Income ETF

68 hedge funds and large institutions have $72.5M invested in VistaShares Target 15 Berkshire Select Income ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

17% more funds holding

Funds holding: 5868 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.16% less ownership

Funds ownership: 11.69%10.53% (-1.2%)

8% less capital invested

Capital invested by funds: $79.2M → $72.5M (-$6.63M)

Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
25
Reduced
12
Closed
8
Calls
$631K
Puts
Net Calls
+$631K
Net Calls Change
+$382K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
Merit Financial Group
Georgia
$18.6M +$1.75M +95,007 +10%
SHFP
2
Second Half Financial Partners
Florida
$15.6M
BFA
3
Beaumont Financial Advisors
Massachusetts
$4.61M -$10.4M -565,304 -69%
Stifel Financial
4
Stifel Financial
Missouri
$4.16M +$651K +35,379 +18%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.44M +$766K +41,632 +44%
BCI
6
Brinker Capital Investments
Pennsylvania
$2.37M +$2.42M +131,717 New
SG
7
Sherry Group
Arkansas
$1.92M +$134K +7,288 +7%
BIG
8
Brookwood Investment Group
Arizona
$1.71M +$1.74M +94,752 New
FAM
9
Formidable Asset Management
Ohio
$1.53M +$135K +7,322 +10%
KAS
10
Kestra Advisory Services
Texas
$1.35M +$309K +16,824 +29%
CFA
11
Camarda Financial Advisors
Florida
$1.16M +$11.2K +607 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.08M +$1.11M +60,097 New
DADC
13
D.A. Davidson & Co
Montana
$1.01M +$203K +11,058 +24%
RAS
14
RPS Advisory Solutions
Kentucky
$899K -$1.01K -55 -0.1%
LPL Financial
15
LPL Financial
California
$845K +$862K +46,890 New
BWP
16
Balboa Wealth Partners
Arizona
$781K -$158K -8,605 -17%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$773K -$33.1K -1,800 -4%
TAFW
18
Tred Avon Family Wealth
Maryland
$721K +$736K +40,000 New
WP
19
WealthShield Partners
North Carolina
$697K +$711K +38,665 New
OBWG
20
Onyx Bridge Wealth Group
New York
$692K +$123K +6,704 +21%
Jane Street
21
Jane Street
New York
$660K +$674K +36,632 New
VWA
22
Visionary Wealth Advisors
Illinois
$651K +$397K +21,598 +149%
KPWS
23
Kestra Private Wealth Services
Texas
$598K +$287K +15,588 +88%
PI
24
PFG Investments
New York
$565K +$69.7K +3,792 +14%
EWM
25
Elevatus Welath Management
New York
$528K -$60.1K -3,268 -10%