OMAH Institutional Ownership
VistaShares Target 15 Berkshire Select Income ETF
1W: -1.4%
1M: -4.2%
3M: -7.4%
YTD: -4.3%
1Y: -6.5%
$17.53
+0.01 (+0.06%)
Weekly Expected Move ±1.0%
$17
$17
$18
$18
$18
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — OMAH
103
Institutional Holders
+26 vs prior quarter
0.0%
Ownership
+0.00pp
113M
Total Invested
33
New Positions
38
Increased
19
Reduced
11
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (104 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Merit Financial Group, LLC | 1,057,503 | $19M | +27,641 | +2.7% | 4Q | SEC ↗ |
| 2 | Second Half Financial Partners, LLC | 865,716 | $15M | — | +0.0% | 5Q | SEC ↗ |
| 3 | LPL Financial LLC | 611,383 | $11M | +564,493 | +1203.9% | 2Q | SEC ↗ |
| 4 | Foguth Wealth Management, LLC. NEW | 360,403 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 5 | STIFEL FINANCIAL CORP | 339,396 | $6M | +108,522 | +47.0% | 3Q | SEC ↗ |
| 6 | Beaumont Financial Advisors, LLC | 257,841 | $5M | +2,150 | +0.8% | 5Q | SEC ↗ |
| 7 | Navis Wealth Advisors, LLC NEW | 167,995 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 8 | TRED AVON FAMILY WEALTH, LLC | 159,000 | $3M | +119,000 | +297.5% | 2Q | SEC ↗ |
| 9 | Cambridge Investment Research Advisors | 151,945 | $3M | +16,726 | +12.4% | 4Q | SEC ↗ |
| 10 | Sherry Group, Inc. | 121,807 | $2M | +15,099 | +14.1% | 3Q | SEC ↗ |
| 11 | Larson Financial Group LLC NEW | 116,693 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 110,486 | $2M | +50,389 | +83.8% | 2Q | SEC ↗ |
| 13 | Brookwood Investment Group LLC | 96,166 | $2M | +1,414 | +1.5% | 2Q | SEC ↗ |
| 14 | Kestra Advisory Services, LLC | 95,887 | $2M | +21,167 | +28.3% | 3Q | SEC ↗ |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | 89,283 | $2M | +56,076 | +168.9% | 5Q | SEC ↗ |
| 16 | Visionary Wealth Advisors | 88,604 | $2M | +52,499 | +145.4% | 4Q | SEC ↗ |
| 17 | Formidable Asset Management, LLC | 86,047 | $2M | +4,521 | +5.5% | 3Q | SEC ↗ |
| 18 | Mutual Advisors, LLC | 73,785 | $1M | +60,996 | +476.9% | 2Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 70,514 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Camarda Financial Advisors, LLC | 69,108 | $1M | +4,822 | +7.5% | 5Q | SEC ↗ |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 66,304 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Janney Montgomery Scott LLC | 62,895 | $1M | +44,320 | +238.6% | 2Q | SEC ↗ |
| 23 | D.A. DAVIDSON & CO. | 62,886 | $1M | +6,586 | +11.7% | 4Q | SEC ↗ |
| 24 | CIBC Bancorp USA Inc. NEW | 56,400 | $989K | — | +0.0% | 1Q | SEC ↗ |
| 25 | BEARING POINT CAPITAL, LLC NEW | 55,200 | $968K | — | +0.0% | 1Q | SEC ↗ |
| 26 | RPS ADVISORY SOLUTIONS LLC | 49,058 | $860K | -831 | -1.7% | 5Q | SEC ↗ |
| 27 | CAPTRUST FINANCIAL ADVISORS | 43,379 | $760K | +489 | +1.1% | 4Q | SEC ↗ |
| 28 | PFG Investments, LLC | 40,699 | $713K | +9,335 | +29.8% | 3Q | SEC ↗ |
| 29 | Onyx Bridge Wealth Group LLC | 40,669 | $713K | +2,276 | +5.9% | 5Q | SEC ↗ |
| 30 | Delta Investment Management, LLC | 38,532 | $675K | +9,457 | +32.5% | 3Q | SEC ↗ |
| 31 | DAYMARK WEALTH PARTNERS, LLC | 37,200 | $652K | +26,200 | +238.2% | 2Q | SEC ↗ |
| 32 | RAYMOND JAMES FINANCIAL INC NEW | 37,183 | $652K | — | +0.0% | 1Q | SEC ↗ |
| 33 | NewEdge Advisors, LLC | 35,948 | $630K | +8,644 | +31.7% | 5Q | SEC ↗ |
| 34 | &PARTNERS NEW | 35,030 | $614K | — | +0.0% | 1Q | SEC ↗ |
| 35 | WealthShield Partners, LLC | 34,746 | $609K | -3,919 | -10.1% | 2Q | SEC ↗ |
| 36 | Focus Partners Wealth NEW | 32,965 | $578K | — | +0.0% | 1Q | SEC ↗ |
| 37 | TRUIST FINANCIAL CORP NEW | 32,875 | $576K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Integrated Wealth Concepts LLC | 31,016 | $544K | +3,676 | +13.4% | 5Q | SEC ↗ |
| 39 | Naviter Wealth, LLC NEW | 29,830 | $523K | — | +0.0% | 1Q | SEC ↗ |
| 40 | ELEVATUS WELATH MANAGEMENT | 29,278 | $513K | — | +0.0% | 5Q | SEC ↗ |
| 41 | Balboa Wealth Partners | 27,756 | $487K | -15,609 | -36.0% | 5Q | SEC ↗ |
| 42 | HUB Investment Partners, LLC NEW | 27,400 | $480K | — | +0.0% | 1Q | SEC ↗ |
| 43 | RFG Advisory, LLC | 22,419 | $393K | +9,927 | +79.5% | 2Q | SEC ↗ |
| 44 | INTEGRITY ALLIANCE, LLC. | 21,594 | $379K | +6,169 | +40.0% | 4Q | SEC ↗ |
| 45 | Creative Planning | 21,231 | $372K | -571 | -2.6% | 3Q | SEC ↗ |
| 46 | Snowden Capital Advisors LLC | 21,055 | $369K | +1,625 | +8.4% | 5Q | SEC ↗ |
| 47 | Bay Colony Advisory Group, Inc d/b/a B NEW | 16,995 | $298K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Kingsview Wealth Management, LLC NEW | 15,885 | $278K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Mariner, LLC NEW | 13,739 | $241K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Capital CS Group, LLC | 13,500 | $237K | +1,500 | +12.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Foguth Wealth Management, LLC. | 360,403 | $6M |
| Navis Wealth Advisors, LLC | 167,995 | $3M |
| Larson Financial Group LLC | 116,693 | $2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 70,514 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 66,304 | $1M |
| CIBC Bancorp USA Inc. | 56,400 | $989K |
| BEARING POINT CAPITAL, LLC | 55,200 | $968K |
| RAYMOND JAMES FINANCIAL INC | 37,183 | $652K |
| &PARTNERS | 35,030 | $614K |
| Focus Partners Wealth | 32,965 | $578K |
| TRUIST FINANCIAL CORP | 32,875 | $576K |
| Naviter Wealth, LLC | 29,830 | $523K |
| HUB Investment Partners, LLC | 27,400 | $480K |
| Bay Colony Advisory Group, Inc d/b/ | 16,995 | $298K |
| Kingsview Wealth Management, LLC | 15,885 | $278K |
| Mariner, LLC | 13,739 | $241K |
| UNITED CAPITAL FINANCIAL ADVISORS, | 12,516 | $219K |
| HighTower Advisors, LLC | 12,500 | $219K |
| Foundations Investment Advisors, LL | 11,327 | $199K |
| Castle Rock Wealth Management, LLC | 11,143 | $195K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Orion Porfolio Solutions, LLC | 131,717 | $2M |
| JANE STREET GROUP, LLC | 36,632 | $642K |
| Steward Partners Investment Advisor | 28,075 | $492K |
| Westwood Wealth Management | 16,292 | $286K |
| Lionshead Wealth Management, LLC | 16,292 | $286K |
| Convergence Financial, LLC | 12,600 | $221K |
| Parallel Advisors, LLC | 2,338 | $41K |
| Hamrick Investment Counsel, llc | 1,750 | $31K |
| BALLAST ADVISORS LLC | 1,260 | $22K |
| IMA Advisory Services, Inc. | 30 | $1K |
| Advisory Services Network, LLC | 2 | $0K |
| Activest Wealth Management | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +564,493 | +1203.9% | 611,383 |
| TRED AVON FAMILY WEALTH, LLC | +119,000 | +297.5% | 159,000 |
| STIFEL FINANCIAL CORP | +108,522 | +47.0% | 339,396 |
| Mutual Advisors, LLC | +60,996 | +476.9% | 73,785 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +56,076 | +168.9% | 89,283 |
| Visionary Wealth Advisors | +52,499 | +145.4% | 88,604 |
| ROYAL BANK OF CANADA | +50,389 | +83.8% | 110,486 |
| Janney Montgomery Scott LLC | +44,320 | +238.6% | 62,895 |
| Merit Financial Group, LLC | +27,641 | +2.7% | 1,057,503 |
| DAYMARK WEALTH PARTNERS, LLC | +26,200 | +238.2% | 37,200 |
| Kestra Advisory Services, LLC | +21,167 | +28.3% | 95,887 |
| Cambridge Investment Research Advis | +16,726 | +12.4% | 151,945 |
| Sherry Group, Inc. | +15,099 | +14.1% | 121,807 |
| RFG Advisory, LLC | +9,927 | +79.5% | 22,419 |
| Delta Investment Management, LLC | +9,457 | +32.5% | 38,532 |
| PFG Investments, LLC | +9,335 | +29.8% | 40,699 |
| NewEdge Advisors, LLC | +8,644 | +31.7% | 35,948 |
| D.A. DAVIDSON & CO. | +6,586 | +11.7% | 62,886 |
| INTEGRITY ALLIANCE, LLC. | +6,169 | +40.0% | 21,594 |
| Camarda Financial Advisors, LLC | +4,822 | +7.5% | 69,108 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Balboa Wealth Partners | -15,609 | -36.0% | 27,756 |
| WealthShield Partners, LLC | -3,919 | -10.1% | 34,746 |
| INTERNATIONAL ASSETS INVESTMENT MAN | -1,319 | -40.4% | 1,945 |
| MORGAN STANLEY | -998 | -99.5% | 5 |
| RPS ADVISORY SOLUTIONS LLC | -831 | -1.7% | 49,058 |
| Creative Planning | -571 | -2.6% | 21,231 |
| Significant Wealth Partners LLC | -5 | -0.0% | 10,533 |
| Redhawk Wealth Advisors, Inc. | -1 | -0.0% | 11,268 |