OMAH Institutional Ownership & Shareholders
VISTASHARES TRG 15 BERKSHIRE (OMAH) is currently held by 91 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $105.12M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Merit Financial Group, Llc is currently the largest disclosed institutional shareholder of OMAH tracked by InsiderSet, reporting ownership valued at approximately $19.50M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.05M, representing an estimated loss of -2.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed OMAH value among the investors covered in this analysis. Major shareholders include Merit Financial Group, Llc, Second Half Financial Partners, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in VISTASHARES TRG 15 BERKSHIRE (OMAH).
This page ranks the largest institutional OMAH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
91
Total Reported Value
$105.12M
Largest Holder
Merit Financial Group, Llc
Largest Position
$19.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Merit Financial Group, Llc | 0.12% | 1,057,503 | $19,500,353 | $19,045,629 | -$454,724 | -2.33% | |
| Second Half Financial Partners, Llc | 6.54% | 865,716 | $15,963,803 | $15,591,545 | -$372,258 | -2.33% | |
| Lpl Financial Llc | 0.00% | 611,383 | $11,273,902 | $11,011,008 | -$262,894 | -2.33% | |
| Stifel Financial Corp | 0.01% | 339,396 | $6,258,480 | $6,112,522 | -$145,958 | -2.33% | |
| Beaumont Financial Advisors, Llc | 0.26% | 237,896 | $4,160,796 | $4,284,507 | +$123,711 | +2.97% | |
| Navis Wealth Advisors, Llc | 1.17% | 167,995 | $3,097,828 | $3,025,590 | -$72,238 | -2.33% | |
| Larson Financial Group Llc | 0.06% | 116,693 | $2,151,820 | $2,101,641 | -$50,179 | -2.33% | |
| Sherry Group, Inc. | 1.99% | 120,907 | $2,114,669 | $2,177,535 | +$62,866 | +2.97% | |
| Royal Bank Of Canada | 0.00% | 110,486 | $2,037,000 | $1,989,853 | -$47,147 | -2.31% | |
| Kestra Advisory Services, Llc | 0.01% | 104,298 | $1,824,176 | $1,878,407 | +$54,231 | +2.97% | |
| Brookwood Investment Group Llc | 0.21% | 96,166 | $1,773,301 | $1,731,950 | -$41,351 | -2.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 98,235 | $1,718,132 | $1,769,212 | +$51,080 | +2.97% | |
| Kestra Private Wealth Services, Llc | 0.02% | 97,918 | $1,712,588 | $1,763,503 | +$50,915 | +2.97% | |
| Visionary Wealth Advisors | 0.06% | 88,604 | $1,633,850 | $1,595,758 | -$38,092 | -2.33% | |
| Formidable Asset Management, Llc | 0.25% | 86,047 | $1,550,567 | $1,549,706 | -$861 | -0.06% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 77,689 | $1,384,417 | $1,399,179 | +$14,762 | +1.07% | |
| Mutual Advisors, Llc | 0.03% | 73,785 | $1,360,589 | $1,328,868 | -$31,721 | -2.33% | |
| Camarda Financial Advisors, Llc | 0.39% | 69,108 | $1,274,352 | $1,244,635 | -$29,717 | -2.33% | |
| D.A. Davidson & Co. | 0.01% | 70,327 | $1,230,036 | $1,266,589 | +$36,553 | +2.97% | |
| Susquehanna International Group, Llp | 0.00% | 66,304 | $1,222,646 | $1,194,135 | -$28,511 | -2.33% | |
| Janney Montgomery Scott Llc | 0.00% | 62,895 | $1,160,000 | $1,132,739 | -$27,261 | -2.35% | |
| Cibc Bancorp Usa Inc. | 0.00% | 56,400 | $1,040,016 | $1,015,764 | -$24,252 | -2.33% | |
| Bearing Point Capital, Llc | 0.14% | 55,200 | $1,017,888 | $994,152 | -$23,736 | -2.33% | |
| Truist Financial Corp | 0.00% | 54,505 | $953,292 | $981,635 | +$28,343 | +2.97% | |
| Rps Advisory Solutions Llc | 0.60% | 49,058 | $904,630 | $883,535 | -$21,095 | -2.33% | |
| Captrust Financial Advisors | 0.00% | 43,379 | $799,914 | $781,256 | -$18,658 | -2.33% | |
| Onyx Bridge Wealth Group Llc | 0.07% | 43,591 | $762,407 | $785,074 | +$22,667 | +2.97% | |
| Pfg Investments, Llc | 0.03% | 40,699 | $750,481 | $732,989 | -$17,492 | -2.33% | |
| Tactive Advisors, Llc | 0.17% | 41,170 | $720,056 | $741,472 | +$21,416 | +2.97% | |
| Delta Investment Management, Llc | 0.12% | 38,532 | $710,528 | $693,961 | -$16,567 | -2.33% | |
| Daymark Wealth Partners, Llc | 0.02% | 37,200 | $685,968 | $669,972 | -$15,996 | -2.33% | |
| Raymond James Financial Inc | 0.00% | 37,183 | $685,655 | $669,666 | -$15,989 | -2.33% | |
| Newedge Advisors, Llc | 0.00% | 35,948 | $662,891 | $647,423 | -$15,468 | -2.33% | |
| &Partners | 0.00% | 35,030 | $645,953 | $630,890 | -$15,063 | -2.33% | |
| Wealthshield Partners, Llc | 0.10% | 34,746 | $640,716 | $625,775 | -$14,941 | -2.33% | |
| Focus Partners Wealth | 0.00% | 32,965 | $607,867 | $593,700 | -$14,167 | -2.33% | |
| Integrated Wealth Concepts Llc | 0.00% | 31,016 | $571,938 | $558,598 | -$13,340 | -2.33% | |
| Naviter Wealth, Llc | 0.05% | 29,830 | $550,065 | $537,238 | -$12,827 | -2.33% | |
| Foguth Wealth Management, Llc. | 0.05% | 28,513 | $517,520 | $513,519 | -$4,001 | -0.77% | |
| Elevatus Welath Management | 0.12% | 29,278 | $512,079 | $527,297 | +$15,218 | +2.97% | |
| Hub Investment Partners, Llc | 0.01% | 27,400 | $505,256 | $493,474 | -$11,782 | -2.33% | |
| Gaddis Premier Wealth Advisors Llc | 0.28% | 28,725 | $502,400 | $517,337 | +$14,937 | +2.97% | |
| Rfg Advisory, Llc | 0.01% | 22,419 | $413,414 | $403,766 | -$9,648 | -2.33% | |
| Integrity Alliance, Llc. | 0.01% | 22,484 | $393,245 | $404,937 | +$11,692 | +2.97% | |
| Snowden Capital Advisors Llc | 0.01% | 21,055 | $388,254 | $379,201 | -$9,053 | -2.33% | |
| Creative Planning | 0.00% | 21,156 | $370,024 | $381,020 | +$10,996 | +2.97% | |
| Retirement Guys Formula Llc | 0.12% | 18,490 | $323,395 | $333,005 | +$9,610 | +2.97% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.03% | 16,995 | $313,388 | $306,080 | -$7,308 | -2.33% | |
| Capital Cs Group, Llc | 0.47% | 17,500 | $306,075 | $315,175 | +$9,100 | +2.97% | |
| Kingsview Wealth Management, Llc | 0.00% | 15,885 | $292,919 | $286,089 | -$6,830 | -2.33% |
Frequently asked questions about OMAH
Who are the largest institutional holders of OMAH?
The largest institutional holders of OMAH reported in the latest SEC Form 13F filings include Merit Financial Group, Llc, Second Half Financial Partners, Llc, Lpl Financial Llc, Stifel Financial Corp, and Beaumont Financial Advisors, Llc. InsiderSet ranks institutional holders by their latest reported OMAH position.
What is OMAH institutional ownership?
This page tracks OMAH positions reported by institutional investment managers through SEC Form 13F. VISTASHARES TRG 15 BERKSHIRE (OMAH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OMAH?
InsiderSet currently tracks 91 institutional managers reporting OMAH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OMAH shareholders.
How much OMAH stock do institutions own?
Institutional investment managers disclosed approximately $105.12M in OMAH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OMAH institutional ownership last updated?
The latest OMAH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OMAH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OMAH position after the reporting date.
Are institutions buying or selling OMAH?
Institutional buying and selling can be analyzed by comparing OMAH positions across consecutive 13F reporting periods. InsiderSet's OMAH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OMAH ownership changes.
How has OMAH institutional ownership changed over time?
InsiderSet tracks OMAH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.