BELPOINTE PREP LLC- CLASS A OZ
$45.40
-0.3% 52w: $44.49 – $67.99
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data44.4956.2467.99
Jun 20, 2025 Jul 2, 2026
Institutional holders
45
-2 QoQ
13F value
$71.3M
-14.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns OZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 246.6K | $13.1M | 0.2% | -0.6% |
| Precision Wealth Strategies, LLC | Other | 240.7K | $12.8M | 4.2% | -2.5% |
| Belpointe Asset Management LLC | Wealth advisor | 226.5K | $12.0M | 0.4% | +3.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 94.1K | $5.0M | 0.0% | +67.0% |
| United Asset Strategies, Inc. | Other | 89.4K | $4.8M | 0.4% | Held |
| Lido Advisors, LLC | Wealth advisor | 63.8K | $3.4M | 0.0% | -0.6% |
| Brookwood Investment Group LLC | Wealth advisor | 37.9K | $2.0M | 0.3% | +26.9% |
| Mason & Associates Inc | Wealth advisor | 25.3K | $1.3M | 0.3% | -0.4% |
| WEALTH ALLIANCE, LLC | Wealth advisor | 23.0K | $1.2M | 0.1% | -19.3% |
| SHEETS SMITH WEALTH MANAGEMENT | Other | 21.8K | $1.2M | 0.1% | New |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 21.2K | $1.1M | 0.0% | Held |
| Rockefeller Capital Management L.P. | Diversified mechanical | 18.4K | $977K | 0.0% | Held |
| Cetera Investment Advisers | Wealth advisor | 18.3K | $975K | 0.0% | Held |
| Mariner, LLC | Diversified mechanical | 17.5K | $930K | 0.0% | Held |
| LPL Financial LLC | Bank broker | 16.5K | $875K | 0.0% | -0.2% |
| Navis Wealth Advisors, LLC | Wealth advisor | 16.2K | $863K | 0.4% | New |
| U.S. Capital Wealth Advisors, LLC | Other | 15.9K | $845K | 0.0% | Held |
| Keystone Wealth Services, LLC | Wealth advisor | 15.6K | $828K | 0.2% | Held |
| B.O.S.S. Retirement Advisors, LLC | Wealth advisor | 15.1K | $803K | 0.2% | Held |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 13.1K | $696K | 0.0% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 10.5K | $561K | 0.0% | Held |
| Foundations Investment Advisors, LLC | Wealth advisor | 8.0K | $426K | 0.0% | +32.4% |
| Mutual Advisors, LLC | Wealth advisor | 7.5K | $399K | 0.0% | Held |
| LANE BROTHERS & CO INC | Wealth advisor | 6.2K | $329K | 0.2% | Held |
| Walser Wealth Management Company, A Ltd Liability Co | Wealth advisor | 6.1K | $322K | 0.1% | Held |
| BROWN ADVISORY INC | Diversified mechanical | 5.6K | $299K | 0.0% | Held |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 5.3K | $284K | 0.0% | +24.8% |
| NewEdge Wealth, LLC | Other | 5.3K | $281K | 0.0% | New |
| Outlook Wealth Advisors, LLC | Wealth advisor | 5.0K | $266K | 0.1% | Held |
| SMART Wealth LLC | Wealth advisor | 4.9K | $263K | 0.1% | Held |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 4.9K | $259K | 0.0% | Held |
| Accurate Wealth Management, LLC | Other | 4.6K | $240K | 0.0% | New |
| Texas Yale Capital Corp. | Other | 4.2K | $223K | 0.0% | Held |
| Fulton Bank, N.A. | Other | 4.1K | $216K | 0.0% | Held |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 3.9K | $209K | 0.0% | Held |
| XTX Topco Ltd | Market maker | 3.9K | $205K | 0.0% | New |
| Abound Wealth Management | Wealth advisor | 3.6K | $194K | 0.0% | Held |
| UBS Group AG | Bank broker | 3.4K | $182K | 0.0% | -19.5% |
| MORGAN STANLEY | Bank broker | 3.2K | $171K | 0.0% | -33.9% |
| Hamrick Investment Counsel, llc | Wealth advisor | 1.3K | $68K | 0.0% | New |
| REAP Financial Group, LLC | Wealth advisor | 970 | $52K | 0.0% | -78.5% |
| EASTERN BANK | Other | 593 | $32K | 0.0% | Held |
| OBSIDIAN CIO, LLC | Wealth advisor | 373 | $20K | 0.0% | Held |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 7 | $364 | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 5 | $0 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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