VISTASHARES TRG 15 BERKSHIRE (OMAH) Institutional Shareholders
VISTASHARES TRG 15 BERKSHIRE (OMAH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $111.06M in OMAH holdings during the latest filing period.
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 $19.26M, representing an estimated loss of -1.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
88
Total Reported Value
$111.06M
Largest Holder
Merit Financial Group, Llc
Largest Position
$19.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
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 | $19,257,130 | -$243,223 | -1.25% | |
| Second Half Financial Partners, Llc | 6.54% | 865,716 | $15,963,803 | $15,764,688 | -$199,115 | -1.25% | |
| Lpl Financial Llc | 0.00% | 611,383 | $11,273,902 | $11,133,284 | -$140,618 | -1.25% | |
| Foguth Wealth Management, Llc. | 0.78% | 360,403 | $6,851,268 | $6,562,939 | -$288,329 | -4.21% | |
| Stifel Financial Corp | 0.01% | 339,396 | $6,258,480 | $6,180,401 | -$78,079 | -1.25% | |
| Beaumont Financial Advisors, Llc | 0.30% | 257,841 | $4,754,588 | $4,695,285 | -$59,303 | -1.25% | |
| Navis Wealth Advisors, Llc | 1.17% | 167,995 | $3,097,828 | $3,059,189 | -$38,639 | -1.25% | |
| Tred Avon Family Wealth, Llc | 0.90% | 159,000 | $2,931,960 | $2,895,390 | -$36,570 | -1.25% | |
| Sherry Group, Inc. | 2.20% | 121,807 | $2,250,999 | $2,218,105 | -$32,894 | -1.46% | |
| Larson Financial Group Llc | 0.06% | 116,693 | $2,151,820 | $2,124,980 | -$26,840 | -1.25% | |
| Royal Bank Of Canada | 0.00% | 110,486 | $2,037,000 | $2,011,950 | -$25,050 | -1.23% | |
| Brookwood Investment Group Llc | 0.21% | 96,166 | $1,773,301 | $1,751,183 | -$22,118 | -1.25% | |
| Kestra Advisory Services, Llc | 0.01% | 95,887 | $1,768,150 | $1,746,102 | -$22,048 | -1.25% | |
| Kestra Private Wealth Services, Llc | 0.02% | 89,283 | $1,646,376 | $1,625,843 | -$20,533 | -1.25% | |
| Visionary Wealth Advisors | 0.06% | 88,604 | $1,633,850 | $1,613,479 | -$20,371 | -1.25% | |
| Formidable Asset Management, Llc | 0.25% | 86,047 | $1,550,567 | $1,566,916 | +$16,349 | +1.05% | |
| Mutual Advisors, Llc | 0.03% | 73,785 | $1,360,589 | $1,343,625 | -$16,964 | -1.25% | |
| Commonwealth Equity Services, Llc | 0.00% | 70,514 | $1,300,280 | $1,284,060 | -$16,220 | -1.25% | |
| Camarda Financial Advisors, Llc | 0.39% | 69,108 | $1,274,352 | $1,258,457 | -$15,895 | -1.25% | |
| Susquehanna International Group, Llp | 0.00% | 66,304 | $1,222,646 | $1,207,396 | -$15,250 | -1.25% | |
| Janney Montgomery Scott Llc | 0.00% | 62,895 | $1,160,000 | $1,145,318 | -$14,682 | -1.27% | |
| D.A. Davidson & Co. | 0.01% | 62,886 | $1,159,625 | $1,145,154 | -$14,471 | -1.25% | |
| Cibc Bancorp Usa Inc. | 0.00% | 56,400 | $1,040,016 | $1,027,044 | -$12,972 | -1.25% | |
| Bearing Point Capital, Llc | 0.14% | 55,200 | $1,017,888 | $1,005,192 | -$12,696 | -1.25% | |
| Rps Advisory Solutions Llc | 0.60% | 49,058 | $904,630 | $893,346 | -$11,284 | -1.25% | |
| Captrust Financial Advisors | 0.00% | 43,379 | $799,914 | $789,932 | -$9,982 | -1.25% | |
| Pfg Investments, Llc | 0.03% | 40,699 | $750,481 | $741,129 | -$9,352 | -1.25% | |
| Onyx Bridge Wealth Group Llc | 0.07% | 40,669 | $749,936 | $740,582 | -$9,354 | -1.25% | |
| Delta Investment Management, Llc | 0.12% | 38,532 | $710,528 | $701,668 | -$8,860 | -1.25% | |
| Daymark Wealth Partners, Llc | 0.02% | 37,200 | $685,968 | $677,412 | -$8,556 | -1.25% | |
| Raymond James Financial Inc | 0.00% | 37,183 | $685,655 | $677,102 | -$8,553 | -1.25% | |
| Newedge Advisors, Llc | 0.00% | 35,948 | $662,891 | $654,613 | -$8,278 | -1.25% | |
| &Partners | 0.00% | 35,030 | $645,953 | $637,896 | -$8,057 | -1.25% | |
| Wealthshield Partners, Llc | 0.10% | 34,746 | $640,716 | $632,725 | -$7,991 | -1.25% | |
| Focus Partners Wealth | 0.00% | 32,965 | $607,867 | $600,293 | -$7,574 | -1.25% | |
| Truist Financial Corp | 0.00% | 32,875 | $606,215 | $598,654 | -$7,561 | -1.25% | |
| Integrated Wealth Concepts Llc | 0.00% | 31,016 | $571,938 | $564,801 | -$7,137 | -1.25% | |
| Naviter Wealth, Llc | 0.05% | 29,830 | $550,065 | $543,204 | -$6,861 | -1.25% | |
| Elevatus Welath Management | 0.13% | 29,278 | $539,893 | $533,152 | -$6,741 | -1.25% | |
| Balboa Wealth Partners | 0.07% | 27,756 | $511,821 | $505,437 | -$6,384 | -1.25% | |
| Hub Investment Partners, Llc | 0.01% | 27,400 | $505,256 | $498,954 | -$6,302 | -1.25% | |
| Rfg Advisory, Llc | 0.01% | 22,419 | $413,414 | $408,250 | -$5,164 | -1.25% | |
| Integrity Alliance, Llc. | 0.01% | 21,594 | $398,193 | $393,227 | -$4,966 | -1.25% | |
| Snowden Capital Advisors Llc | 0.01% | 21,055 | $388,254 | $383,412 | -$4,842 | -1.25% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.03% | 16,995 | $313,388 | $309,479 | -$3,909 | -1.25% | |
| Kingsview Wealth Management, Llc | 0.00% | 15,885 | $292,919 | $289,266 | -$3,653 | -1.25% | |
| Mariner, Llc | 0.00% | 13,739 | $253,458 | $250,187 | -$3,271 | -1.29% | |
| Capital Cs Group, Llc | 0.36% | 13,500 | $248,940 | $245,835 | -$3,105 | -1.25% | |
| United Capital Financial Advisors, Llc | 0.00% | 12,516 | $230,856 | $227,916 | -$2,940 | -1.27% | |
| Marex Group Plc | 0.00% | 11,425 | $210,677 | $208,049 | -$2,628 | -1.25% |
Frequently asked questions about OMAH
Who owns the most OMAH stock?
The largest holders of OMAH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VISTASHARES TRG 15 BERKSHIRE (OMAH).
Is OMAH widely held by superinvestors?
Many widely followed stocks like OMAH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OMAH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.