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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +3,676 | +13.4% | 31,016 | $571.94K | Q2 2026 | Sep 09, 2026 |
| Kingsview Wealth Management, Llc | Buy | +15,885 | — | 15,885 | $292.92K | Q2 2026 | Aug 19, 2026 |
| Pin Oak Investment Advisors Inc | Buy | +2,000 | — | 2,000 | $37.00 | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Buy | +12,516 | — | 12,516 | $230.86K | Q2 2026 | Aug 17, 2026 |
| Camarda Financial Advisors, Llc | Buy | +4,822 | +7.5% | 69,108 | $1.27M | Q2 2026 | Aug 17, 2026 |
| Navis Wealth Advisors, Llc | Buy | +167,995 | — | 167,995 | $3.10M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +116,693 | — | 116,693 | $2.15M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +66,304 | — | 66,304 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +60,996 | +476.9% | 73,785 | $1.36M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +50,389 | +83.8% | 110,486 | $2.04M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +37,183 | — | 37,183 | $685.65K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +35,030 | — | 35,030 | $645.95K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +11,327 | — | 11,327 | $208.87K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +10,176 | — | 10,176 | $187.65K | Q2 2026 | Aug 14, 2026 |
| Nfsg Corp | Buy | +2,619 | — | 2,619 | $48.30K | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management Llc | Buy | +2,030 | — | 2,030 | $37.43K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +258 | +13.5% | 2,166 | $39.94K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +63 | — | 63 | $1.16K | Q2 2026 | Aug 14, 2026 |
| Cibc Bancorp Usa Inc. | Buy | +56,400 | — | 56,400 | $1.04M | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Buy | +52,499 | +145.4% | 88,604 | $1.63M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +13,739 | — | 13,739 | $253.46K | Q2 2026 | Aug 13, 2026 |
| Delta Investment Management, Llc | Buy | +9,457 | +32.5% | 38,532 | $710.53K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +5,366 | — | 5,366 | $98.95K | Q2 2026 | Aug 13, 2026 |
| Swan Capital Llc | Buy | +1,822 | +146.8% | 3,063 | $56.48K | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors Llc | Buy | +1,625 | +8.4% | 21,055 | $388.25K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -998 | -99.5% | 5 | $106.00 | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +489 | +1.1% | 43,379 | $799.91K | Q2 2026 | Aug 13, 2026 |
| Hollencrest Capital Management | Buy | +53 | +3.8% | 1,455 | $26.83K | Q2 2026 | Aug 13, 2026 |
| Bnp Paribas Financial Markets | Buy | +40 | — | 40 | $738.00 | Q2 2026 | Aug 13, 2026 |
| Mark Sheptoff Financial Planning, Llc | Buy | +5 | +1.6% | 324 | $5.97K | Q2 2026 | Aug 13, 2026 |
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.