OZBELPOINTE PREP LLC
CUSIP 080694102 · Yahoo Finance ↗ · Google Finance ↗
Belpointe Prep LLC (OZ) has 45 institutional holders in Filings Flow’s 13F database, together reporting 1.34M shares worth $71M as of Q1 2026. The largest reported holders are Empirical Financial Services, LLC D.b.a. Empirical Wealth Management, Precision Wealth Strategies, LLC, and Belpointe Asset Management LLC.
Institutional Holders
45
Q1 2026
Reported Value
$71M
Ticker
OZ
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Precision Wealth Strategies, LLC$301M AUM | 4.25% | $13M | 240.7K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.44% | $863,223 | 16.2K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.44% | $12M | 226.5K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.38% | $5M | 89.4K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 0.25% | $1M | 25.3K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.25% | $2M | 37.9K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.24% | $803,107 | 15.1K | Q1 2026OLDER |
| LANE BROTHERS & CO INC$137M AUM | 0.24% | $329,148 | 6.2K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.23% | $13M | 246.6K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.18% | $827,686 | 15.6K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.14% | $321,966 | 6.1K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.12% | $1M | 23.0K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.10% | $2M | 30.7K | Q3 2025OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.10% | $986,552 | 21.8K | Q2 2026 |
| Lokken Investment Group LLC$291M AUM | 0.08% | $228,736 | 3.6K | Q3 2025OLDER |
| SMART Wealth LLC$341M AUM | 0.08% | $262,648 | 4.9K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.06% | $265,787 | 5.0K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.04% | $401,164 | 6.2K | Q4 2025OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.04% | $67,564 | 1.3K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.03% | $165,083 | 3.6K | Q2 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.03% | $1M | 21.2K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.03% | $239,705 | 4.6K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $845,348 | 15.9K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.02% | $19,844 | 373 | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.01% | $259,031 | 4.9K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $283,928 | 5.3K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $3M | 63.8K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.01% | $51,604 | 970 | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $217,851 | 3.4K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $399,000 | 7.5K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $215,992 | 4.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 94.1K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $223,440 | 4.2K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $426,345 | 8.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $205,299 | 3.9K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $280,949 | 5.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $560,675 | 10.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $976,752 | 18.4K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $209,342 | 3.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $213,298 | 3.3K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $930,415 | 17.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $975,156 | 18.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $559,258 | 8.6K | Q4 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $298,505 | 5.6K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $26,857 | 593 | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $250 | 3.9K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $875,300 | 16.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $249,195 | 3.8K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $279,759 | 4.3K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $181,892 | 3.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $220,192 | 3.4K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $315,916 | 4.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $26,012 | 400 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $97,805 | 1.5K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $364 | 7 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | — | $0 | 5 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.