BELPOINTE PREP LLC (OZ) Institutional Ownership Changes & 13F Activity

BELPOINTE PREP LLC (OZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lido Advisors, Llc, Arax Advisory Partners, U.S. Capital Wealth Advisors, Llc, Kestra Advisory Services, Llc, and Lpl Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Foundations Investment Advisors, LlcSell-1,962-24.5%6,052$274.10KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+3+42.9%10$451.00Q2 2026Aug 14, 2026
Mariner, LlcSell-5,516-31.5%11,973$542.26KQ2 2026Aug 13, 2026
Bnp Paribas Financial MarketsBuy+600—600$27.17KQ2 2026Aug 13, 2026
Ubs Group AgBuy+593+17.3%4,012$181.70KQ2 2026Aug 13, 2026
Cetera Investment AdvisersSell-3,474-19.0%14,856$672.83KQ2 2026Aug 12, 2026
Arax Advisory PartnersBuy+15,890—15,890$719.66KQ2 2026Aug 10, 2026
Precision Wealth Strategies, LlcSell-5,687-2.4%235,002$10.64MQ2 2026Aug 10, 2026
Lido Advisors, LlcSell-40,912-64.1%22,911$1.04MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+9,064+55.1%25,517$1.16MQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+6,273—6,273$284.10KQ2 2026Aug 07, 2026
Obsidian Cio, LlcSell-81-21.7%292$13.22KQ2 2026Aug 03, 2026
Belpointe Asset Management LlcSell-8,858-3.9%217,600$9.86MQ2 2026Jul 31, 2026
Central Trust CoBuy+3,899—3,899$176.59KQ2 2026Jul 31, 2026
Brookwood Investment Group LlcSell-1,876-5.0%35,995$1.63MQ2 2026Jul 23, 2026
Mason & Associates IncSell-700-2.8%24,640$1.12MQ2 2026Jul 23, 2026
B.O.S.S. Retirement Advisors, LlcSell-137-0.9%14,959$677.49KQ2 2026Jul 20, 2026
Empirical Financial Services, Llc D.B.A. Empirical Wealth ManagementSell-5,614-2.3%241,017$10.92MQ2 2026Jul 15, 2026
Accurate Wealth Management, LlcSell-1-0.0%4,557$205.98KQ2 2026Jul 15, 2026
United Asset Strategies, Inc.Sell-632-0.7%88,722$4.02MQ2 2026Jul 13, 2026
Xtx Topco LtdSell-3,859-100.0%0$0.00Q2 2026May 15, 2026
Moneta Group Investment Advisors LlcSell-3,935-100.0%0$0.00Q2 2026May 12, 2026
Hamrick Investment Counsel, LlcSell-1,270-100.0%0$0.00Q2 2026May 11, 2026
Texas Yale Capital Corp.Sell-4,200-100.0%0$0.00Q2 2026May 04, 2026
Kestra Advisory Services, LlcSell-10,539-100.0%0$0.00Q2 2026Apr 30, 2026
Fulton Bank, N.A.Sell-4,060-100.0%0$0.00Q2 2026Apr 24, 2026
U.S. Capital Wealth Advisors, LlcSell-15,890-100.0%0$0.00Q2 2026Apr 07, 2026
Showing 27 of 27

Frequently asked questions about OZ activity

  • Which institutional owners are buying OZ?

    Institutional owners buying OZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in OZ activity?

    "Buy" means an investor increased their reported position in OZ compared to the prior reporting period. This reflects growing exposure to BELPOINTE PREP LLC (OZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in OZ increasing?

    Institutional interest in OZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related OZ Institutional Insights