OZ institutional holders

BELPOINTE PREP LLC · 13F, 2026Q2

Managers holding43
Shares held1,277,996
Reported value$57.9m
Quarter flows4 new, 4 added, 13 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management241,017$10.9m0.2%
Precision Wealth Strategies, LLC235,002$10.6m3.2%
Belpointe Asset Management LLC217,600$9.9m0.3%
OSAIC HOLDINGS, INC.94,077$4.3m0.0%
United Asset Strategies, Inc.88,722$4.0m0.3%
Brookwood Investment Group LLC35,995$1.6m0.2%
Cambridge Investment Research Advisors, Inc.26,160$1.2m0.0%
LPL Financial LLC25,517$1.2m0.0%
Mason & Associates Inc24,640$1.1m0.2%
WEALTH ALLIANCE, LLC22,979$1.0m0.1%
Lido Advisors, LLC22,911$1.0m0.0%
SHEETS SMITH WEALTH MANAGEMENT21,783$986,5520.1%
Robertson Stephens Wealth Management, LLC21,203$960,2840.0%
Rockefeller Capital Management L.P.18,360$831,5240.0%
Navis Wealth Advisors, LLC16,226$734,8760.3%
Arax Advisory Partners15,890$719,6580.0%
Keystone Wealth Services, LLC15,558$704,6220.1%
B.O.S.S. Retirement Advisors, LLC14,959$677,4930.2%
Cetera Investment Advisers14,856$672,8280.0%
Mariner, LLC11,973$542,2570.0%
Hopwood Nicholas Hunter7,678$347,7370.1%
Mutual Advisors, LLC7,500$339,6750.0%
TOUNJIAN ADVISORY PARTNERS, LLC6,273$284,1040.1%
LANE BROTHERS & CO INC6,187$280,2090.2%
Foundations Investment Advisors, LLC6,052$274,0950.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("OZ"). OZ price history · All 13F data

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