VISTASHARES TRG 15 BERKSHIRE (OMAH) Institutional Ownership Changes & 13F Activity

VISTASHARES TRG 15 BERKSHIRE (OMAH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Navis Wealth Advisors, Llc, Larson Financial Group Llc, Susquehanna International Group, Llp, Mutual Advisors, Llc, and Cibc Bancorp Usa Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+3,676+13.4%31,016$571.94KQ2 2026Sep 09, 2026
Kingsview Wealth Management, LlcBuy+15,88515,885$292.92KQ2 2026Aug 19, 2026
Pin Oak Investment Advisors IncBuy+2,0002,000$37.00Q2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+12,51612,516$230.86KQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcBuy+4,822+7.5%69,108$1.27MQ2 2026Aug 17, 2026
Navis Wealth Advisors, LlcBuy+167,995167,995$3.10MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+116,693116,693$2.15MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+66,30466,304$1.22MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+60,996+476.9%73,785$1.36MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+50,389+83.8%110,486$2.04MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+37,18337,183$685.65KQ2 2026Aug 14, 2026
&PartnersBuy+35,03035,030$645.95KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+11,32711,327$208.87KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+10,17610,176$187.65KQ2 2026Aug 14, 2026
Nfsg CorpBuy+2,6192,619$48.30KQ2 2026Aug 14, 2026
Quantum Portfolio Management LlcBuy+2,0302,030$37.43KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+258+13.5%2,166$39.94KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+6363$1.16KQ2 2026Aug 14, 2026
Cibc Bancorp Usa Inc.Buy+56,40056,400$1.04MQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsBuy+52,499+145.4%88,604$1.63MQ2 2026Aug 13, 2026
Mariner, LlcBuy+13,73913,739$253.46KQ2 2026Aug 13, 2026
Delta Investment Management, LlcBuy+9,457+32.5%38,532$710.53KQ2 2026Aug 13, 2026
Ubs Group AgBuy+5,3665,366$98.95KQ2 2026Aug 13, 2026
Swan Capital LlcBuy+1,822+146.8%3,063$56.48KQ2 2026Aug 13, 2026
Snowden Capital Advisors LlcBuy+1,625+8.4%21,055$388.25KQ2 2026Aug 13, 2026
Morgan StanleySell-998-99.5%5$106.00Q2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+489+1.1%43,379$799.91KQ2 2026Aug 13, 2026
Hollencrest Capital ManagementBuy+53+3.8%1,455$26.83KQ2 2026Aug 13, 2026
Bnp Paribas Financial MarketsBuy+4040$738.00Q2 2026Aug 13, 2026
Mark Sheptoff Financial Planning, LlcBuy+5+1.6%324$5.97KQ2 2026Aug 13, 2026
Showing 30 of 90

Frequently asked questions about OMAH activity

  • Which institutional owners are buying OMAH?

    Institutional owners buying OMAH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in OMAH activity?

    "Buy" means an investor increased their reported position in OMAH compared to the prior reporting period. This reflects growing exposure to VISTASHARES TRG 15 BERKSHIRE (OMAH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in OMAH increasing?

    Institutional interest in OMAH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.