13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
OMAH

Vistashares TR 15 Ber Sel Inc ETF

70 institutions still hold Vistashares TR 15 Ber Sel Inc ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45259A514·70 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.2%
vs prior quarter
13F value held
$62M
70.0% inst. owned
of float
Holders
70
+16 QoQ
filers reporting
Activity
+12 / −18
+913 added · −776 reduced
this quarter
Concentration
30.05%
Merit Financial Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

70 institutions reported OMAH in Q1 2026. Merit Financial Group, LLC leads at 30.0% of the visible book. +16 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Merit Financial Group, LLC
CIK 0001621225
$19M1.0M0.14%Q1 202602
Second Half Financial Partners, LLC
CIK 0001946654
$16M866K7.02%Q1 202603
Beaumont Financial Advisors, LLC
CIK 0001957394
$5M256K0.32%Q1 202604
STIFEL FINANCIAL CORP
CIK 0000720672
$4M231K0.00%Q1 202605
Orion Porfolio Solutions, LLC
CIK 0001360533
$2M132K0.02%Q1 202606
Sherry Group, Inc.
CIK 0002107738
$2M107K2.10%Q1 202607
Brookwood Investment Group LLC
CIK 0002066812
$2M95K0.21%Q1 202608
Formidable Asset Management, LLC
CIK 0001592613
$2M82K0.24%Q1 202609
Kestra Advisory Services, LLC
CIK 0001830819
$1M75K0.01%Q1 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M72K0.00%Q1 202611
Camarda Financial Advisors, LLC
CIK 0001536444
$1M64K0.61%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$1M60K0.00%Q1 202613
D.A. DAVIDSON & CO.
CIK 0001080107
$1M56K0.01%Q1 202614
RPS ADVISORY SOLUTIONS LLC
CIK 0002031671
$899,00050K0.51%Q1 202615
LPL Financial LLC
CIK 0001403438
$844,95347K0.00%Q1 202616
Balboa Wealth Partners
CIK 0001929008
$781,43743K0.13%Q1 202617
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$772,87143K0.00%Q1 202618
TRED AVON FAMILY WEALTH, LLC
CIK 0002094435
$720,80040K0.24%Q1 202619
WealthShield Partners, LLC
CIK 0001729303
$696,74339K0.08%Q1 202620
Onyx Bridge Wealth Group LLC
CIK 0001819476
$691,84238K0.07%Q1 2026
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