Who owns VistaShares Target 15 Berkshire Select Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OMAH from SEC Form 13F filings across 90 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 90 institutions disclosed 6.2M shares of VistaShares Target 15 Berkshire Select Income ETF worth $114.4M — about 24.8% of shares outstanding; the largest disclosed holder is Merit Financial Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
90
13F holders
$114.4M
value, 2026 filers
24.8%
of shares outstanding (6.2M sh)
32
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OMAH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Merit Financial Group, LLC | 1.1M | $19.5M | 0.1% | 4.2% | +2.7% |
| 2 | Second Half Financial Partners, LLC | 865,716 | $16.0M | 6.5% | 3.5% | 0.0% |
| 3 | LPL Financial LLC | 611,383 | $11.3M | 0.0% | 2.4% | +1203.9% |
| 4 | Foguth Wealth Management, LLC.NEW | 360,403 | $6.9M | 0.8% | 1.4% | new |
| 5 | STIFEL FINANCIAL CORP | 339,396 | $6.3M | 0.0% | 1.4% | +47.0% |
| 6 | Beaumont Financial Advisors, LLC | 257,841 | $4.8M | 0.3% | 1% | +0.8% |
| 7 | Navis Wealth Advisors, LLCNEW | 167,995 | $3.1M | 1.2% | 0.7% | new |
| 8 | TRED AVON FAMILY WEALTH, LLC | 159,000 | $2.9M | 0.9% | 0.6% | +297.5% |
| 9 | Cambridge Investment Research Advisors, Inc. | 151,945 | $2.8M | 0.0% | 0.6% | +12.4% |
| 10 | Sherry Group, Inc. | 121,807 | $2.3M | 2.2% | 0.5% | +14.1% |
| 11 | Larson Financial Group LLCNEW | 116,693 | $2.2M | 0.1% | 0.5% | new |
| 12 | ROYAL BANK OF CANADA | 110,486 | $2.0M | 0.0% | 0.4% | +83.8% |
| 13 | Brookwood Investment Group LLC | 96,166 | $1.8M | 0.2% | 0.4% | +1.5% |
| 14 | Kestra Advisory Services, LLC | 95,887 | $1.8M | 0.0% | 0.4% | +28.3% |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | 89,283 | $1.6M | 0.0% | 0.4% | +168.9% |
| 16 | Visionary Wealth Advisors | 88,604 | $1.6M | 0.1% | 0.4% | +145.4% |
| 17 | Formidable Asset Management, LLC | 86,047 | $1.6M | 0.2% | 0.3% | +5.5% |
| 18 | Mutual Advisors, LLC | 73,785 | $1.4M | 0.0% | 0.3% | +476.9% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 70,514 | $1.3M | 0.0% | 0.3% | new |
| 20 | Camarda Financial Advisors, LLC | 69,108 | $1.3M | 0.4% | 0.3% | +7.5% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 66,304 | $1.2M | 0.0% | 0.3% | new |
| 22 | Janney Montgomery Scott LLC | 62,895 | $1.2M | 0.0% | 0.3% | +238.6% |
| 23 | D.A. DAVIDSON & CO. | 62,886 | $1.2M | 0.0% | 0.3% | +11.7% |
| 24 | CIBC Bancorp USA Inc.NEW | 56,400 | $1.0M | 0.0% | 0.2% | new |
| 25 | BEARING POINT CAPITAL, LLCNEW | 55,200 | $1.0M | 0.1% | 0.2% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.