VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 0.01% | <0.01% | #69 | $37.8M | 443,558 | $3.7M | 87,742 | +355,816+405.53% | Add | |
| Gradient Investments LLC | 0.47% | — | #16 | $33.8M | 396,371 | $0 | 0 | +396,371 | New Buy | |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2.14% | — | #5 | $28.9M | 338,658 | $0 | 0 | +338,658 | New Buy | |
| Beaumont Financial Advisors, LLC | 1.74% | 1.01% | #7 | $27.3M | 320,441 | $14.7M | 351,420 | -30,979-8.82% | Reduce | |
| Tyche Wealth Partners LLC | 1.72% | 0.88% | #8 | $12.2M | 143,420 | $5.7M | 136,295 | +7,125+5.23% | Add | |
| MARSHALL WACE, LLP | 0.01% | <0.01% | #72 | $9.6M | 112,502 | $886,271 | 21,147 | +91,355+432.00% | Add | |
| NewEdge Advisors, LLC | 0.03% | 0.01% | #49 | $8.5M | 99,051 | $2.3M | 53,990 | +45,061+83.46% | Add | |
| FWG Holdings, LLC | 2.53% | 2.75% | #3 | $7.4M | 110,584 | $7.3M | 166,215 | -55,631-33.47% | Reduce | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #93 | $7.3M | 85,493 | $10.7M | 255,618 | -170,125-66.55% | Reduce | |
| MML INVESTORS SERVICES, LLC | 0.01% | 0.01% | #60 | $7.0M | 82,119 | $3.3M | 79,436 | +2,683+3.38% | Add | |
| SFI Advisors, LLC | 5.86% | 3.61% | #1 | $6.8M | 79,632 | $3.4M | 81,972 | -2,340-2.85% | Reduce | |
| Carter Financial Group, INC. | 3.47% | 0.82% | #2 | $6.7M | 78,482 | $1.3M | 31,580 | +46,902+148.52% | Add | |
| MATHER GROUP, LLC. | 0.05% | 0.03% | #41 | $5.2M | 61,272 | $2.6M | 60,932 | +340+0.56% | Add | |
| Noble Wealth Management PBC | 2.22% | 0.49% | #4 | $5.0M | 58,079 | $983,921 | 23,477 | +34,602+147.39% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | — | #90 | $4.8M | 55,722 | $0 | 0 | +55,722 | New Buy | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | — | #101 | $4.4M | 51,757 | $0 | 0 | +51,757 | New Buy | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | <0.01% | #67 | $4.1M | 48,559 | $1.4M | 32,847 | +15,712+47.83% | Add | |
| Berbice Capital Management LLC | 2.06% | 0.75% | #6 | $4.0M | 46,611 | $1.1M | 27,401 | +19,210+70.11% | Add | |
| Mattson Financial Services, LLC | 0.8% | — | #13 | $3.9M | 57,796 | $0 | 0 | +57,796 | New Buy | |
| GTS SECURITIES LLC | 0.07% | 0.14% | #34 | $3.6M | 41,631 | $4.0M | 94,642 | -53,011-56.01% | Reduce | |
| Brookwood Investment Group LLC | 0.4% | 0.12% | #17 | $3.5M | 41,564 | $941,341 | 22,461 | +19,103+85.05% | Add | |
| Arax Advisory Partners | 0.02% | — | #53 | $3.3M | 38,500 | $0 | 0 | +38,500 | New Buy | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #104 | $3.3M | 38,481 | $4.2M | 99,590 | -61,109-61.36% | Reduce | |
| Bleakley Financial Group, LLC | 0.04% | — | #42 | $3.2M | 37,689 | $0 | 0 | +37,689 | New Buy | |
| Kestra Advisory Services, LLC | 0.01% | <0.01% | #65 | $3.2M | 36,997 | $1.1M | 25,079 | +11,918+47.52% | Add | |
| Gladstone Institutional Advisory LLC | 0.08% | 0.03% | #33 | $2.7M | 31,440 | $892,264 | 21,290 | +10,150+47.67% | Add | |
| Client First Investment Management LLC | 1.11% | — | #10 | $2.6M | 30,921 | $0 | 0 | +30,921 | New Buy | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | — | #80 | $2.5M | 29,395 | $0 | 0 | +29,395 | New Buy | |
| Belvedere Trading LLC | <0.01% | — | #81 | $2.5M | 29,300 | $0 | 0 | +29,300 | New Buy | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | — | #76 | $2.5M | 32,373 | $0 | 0 | +32,373 | New Buy | |
| SILVER OAK SECURITIES, INCORPORATED | 0.14% | — | #25 | $2.2M | 26,204 | $0 | 0 | +26,204 | New Buy | |
| VISTA INVESTMENT PARTNERS II, LLC | 0.86% | — | #12 | $2.2M | 25,822 | $0 | 0 | +25,822 | New Buy | |
| Equitable Holdings, Inc. | 0.01% | 0.01% | #64 | $2.0M | 23,204 | $893,270 | 21,314 | +1,890+8.87% | Add | |
| Per Stirling Capital Management, LLC. | 0.17% | — | #23 | $1.8M | 21,545 | $0 | 0 | +21,545 | New Buy | |
| Aurora Private Wealth, Inc. | 1.1% | 0.51% | #11 | $1.7M | 20,248 | $721,000 | 17,672 | +2,576+14.58% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | — | #109 | $1.6M | 18,325 | $0 | 0 | +18,325 | New Buy | |
| ATX Financial Planning, LLC | 1.13% | 0.56% | #9 | $1.5M | 17,446 | $731,162 | 17,446 | 00.00% | Unchanged | |
| Mariner, LLC | <0.01% | <0.01% | #87 | $1.5M | 17,000 | $647,677 | 15,454 | +1,546+10.00% | Add | |
| Tidal Investments LLC | <0.01% | — | #83 | $1.4M | 16,492 | $0 | 0 | +16,492 | New Buy | |
| Stratos Wealth Partners, LTD. | 0.01% | — | #62 | $1.3M | 15,085 | $0 | 0 | +15,085 | New Buy | |
| Wealthstar Advisors, LLC | 0.37% | 0.26% | #18 | $1.3M | 14,968 | $564,444 | 13,468 | +1,500+11.14% | Add | |
| National Philanthropic Trust | 0.02% | — | #55 | $1.1M | 13,137 | $0 | 0 | +13,137 | New Buy | |
| World Investment Advisors | 0.02% | 0.01% | #54 | $1.1M | 13,158 | $551,452 | 13,158 | 00.00% | Unchanged | |
| WCG Wealth Advisors LLC | 0.02% | — | #50 | $1.0M | 11,885 | $0 | 0 | +11,885 | New Buy | |
| WILLNER & HELLER, LLC | 0.58% | 0.2% | #14 | $933,377 | 10,941 | $268,727 | 6,412 | +4,529+70.63% | Add | |
| UPTICK PARTNERS, LLC | 0.13% | 0.06% | #26 | $844,313 | 9,897 | $296,555 | 7,076 | +2,821+39.87% | Add | |
| Howard Capital Management, LLC | 0.01% | — | #66 | $839,365 | 9,839 | $0 | 0 | +9,839 | New Buy | |
| D. E. Shaw & Co., Inc. | <0.01% | — | #99 | $786,729 | 9,222 | $0 | 0 | +9,222 | New Buy | |
| CoreCap Advisors, LLC | 0.02% | 0.03% | #51 | $783,743 | 9,187 | $765,360 | 18,262 | -9,075-49.69% | Reduce | |
| Clear Creek Financial Management, LLC | 0.05% | — | #39 | $780,331 | 9,147 | $0 | 0 | +9,147 | New Buy |