Who Owns VistaShares Target 15 Berkshire Select Income ETF (OMAH)?Hedge Fund & Institutional Holders

$18.05-0.05 (-0.28%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.7519162231538554e+121T

% of Float Held

—

QoQ Change in Holders

+14 / -4

Price History

$17.55$18.20$18.84$19.48$20.13Mar 25Sep 25Mar 26

OMAH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Merit Financial Group, LLCNew Position+935K+$17.5M
Beaumont Financial Advisors, LLCNew Position+821K+$15.4M
STIFEL FINANCIAL CORPNew Position+195K+$3.0M
Sherry Group, Inc.New Position+99K+$1.9M
Formidable Asset Management, LLCNew Position+74K+$1.4M
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+81K+$1.0M
Kestra Advisory Services, LLCNew Position+58K+$1.0M
Balboa Wealth PartnersNew Position+52K+$973K
D.A. DAVIDSON & CO.New Position+45K+$847K
Delta Investment Management, LLCNew Position+38K+$717K
Onyx Bridge Wealth Group LLCNew Position+32K+$593K
PFG Investments, LLCNew Position+28K+$516K
Cambridge Investment Research Advisors, Inc.Increased+67K+$495K
Naviter Wealth, LLCNew Position+18K+$339K
Westwood Wealth ManagementNew Position+16K+$305K

OMAH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Redhawk Wealth Advisors, Inc.Decreased-174K-$8.9B
JANE STREET GROUP, LLCClosed Position-154K-$3.0B
Camarda Financial Advisors, LLCDecreased-1K-$1.3B
OLD MISSION CAPITAL LLCClosed Position-49K-$944.7M
Integrated Wealth Concepts LLCDecreased-2K-$557.4M
Snowden Capital Advisors LLCDecreased-1K-$429.6M
Lionshead Wealth Management, LLCDecreased-3K-$369.5M
KESTRA PRIVATE WEALTH SERVICES, LLCDecreased-315-$345.1M
PNC FINANCIAL SERVICES GROUP, INC.Closed Position-6K-$120.9M
US BANCORP \DE\Decreased-4K-$114.6M
Parallel Advisors, LLCDecreased-1K-$73.1M
PIN OAK INVESTMENT ADVISORS INCClosed Position-225-$4.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Merit Financial Group, LLC934,855$17.5M0.14%Share
2Second Half Financial Partners, LLC865,716$16.2M7.20%Share
3Beaumont Financial Advisors, LLC820,995$15.4M1.01%Share
4Redhawk Wealth Advisors, Inc.289,236$5.4M0.61%Share
5STIFEL FINANCIAL CORP195,495$3.0M0.00%Share
6Sherry Group, Inc.99,420$1.9M1.96%Share
7Formidable Asset Management, LLC74,204$1.4M0.21%Share
8Camarda Financial Advisors, LLC63,679$1.2M0.45%Share
9Kestra Advisory Services, LLC57,896$1.0M0.00%Share
10SUSQUEHANNA INTERNATIONAL GROUP, LLP64,908$1.0M0.00%Share
11Cambridge Investment Research Advisors, Inc.93,587$1.0M0.00%Share
12Balboa Wealth Partners51,970$973K0.16%Share
13RPS ADVISORY SOLUTIONS LLC49,944$935K0.44%Share
14D.A. DAVIDSON & CO.45,242$847K0.01%Share
15Delta Investment Management, LLC38,274$717K0.12%Share
16TCM Advisors, LLC38,031$712K0.05%Share
17ELEVATUS WELATH MANAGEMENT32,546$609K0.17%Share
18Onyx Bridge Wealth Group LLC31,689$593K0.06%Share
19PFG Investments, LLC27,572$516K0.02%Share
20Naviter Wealth, LLC18,130$339K0.04%Share
21KESTRA PRIVATE WEALTH SERVICES, LLC17,619$330K0.00%Share
22Westwood Wealth Management16,292$305K0.23%Share
23Lionshead Wealth Management, LLC16,292$305K0.23%Share
24INTEGRITY ALLIANCE, LLC.15,455$289K0.01%Share
25Visionary Wealth Advisors14,507$271K0.01%Share
26Capital CS Group, LLC12,000$224K0.34%Share
27Farther Finance Advisors, LLC11,374$213K0.00%Share
28SRH ADVISORS, LLC5,471$102K0.03%Share
29CWM, LLC5,213$98K0.00%Share
30HARBOUR INVESTMENTS, INC.3,693$69K0.00%Share
31INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC3,264$61K0.00%Share
32First PREMIER Bank3,000$56K0.01%Share
33US BANCORP \DE\2,000$37K0.00%Share
34Atlantic Edge Private Wealth Management, LLC1,300$24K0.01%Share
35Noble Wealth Management PBC1,150$22K0.01%Share
36Noble Wealth Management PBC1,150$21K0.01%Share
37NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO98$17K0.00%Share
38Allworth Financial LP700$13K0.00%Share
39TD Waterhouse Canada Inc.630$11K0.00%Share
40Private Wealth Asset Management, LLC374$7K0.00%Share
41MARK SHEPTOFF FINANCIAL PLANNING, LLC304$5K0.00%Share
42UBS Group AG181$3K0.00%Share
43Creative Planning22,528$00.00%Share
44Integrated Wealth Concepts LLC26,852$00.00%Share
45OSAIC HOLDINGS, INC.190$00.00%Share
46Parallel Advisors, LLC2,338$00.00%Share
47WELLS FARGO & COMPANY/MN1$00.00%Share
48MORGAN STANLEY1$00.00%Share
49MORGAN STANLEY300$00.00%Share
50NewEdge Advisors, LLC26,784$00.00%Share

OMAH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202559$73.8M+30
Q3 202529$36.7B-8
Q2 202537$42.6B+35
Q1 20252$619.3M—

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As of Q4 2025, 50 institutional investors hold OMAH (VistaShares Target 15 Berkshire Select Income ETF). The largest holder is Merit Financial Group, LLC with $17.5M in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own OMAH?

As of Q4 2025, 50 institutional investors report holding OMAH (VistaShares Target 15 Berkshire Select Income ETF) in their 13F filings.

Who is the largest institutional holder of OMAH?

The largest institutional holder of OMAH is Merit Financial Group, LLC with $17.5M in shares.

Is institutional ownership of OMAH increasing or decreasing?

This quarter, 14 institutions opened new positions in OMAH and 4 closed their positions.