OZ Institutional Ownership & Shareholders
BELPOINTE PREP LLC (OZ) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $55.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Precision Wealth Strategies, Llc is currently the largest disclosed institutional shareholder of OZ tracked by InsiderSet, reporting ownership valued at approximately $10.64M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.99M, representing an estimated loss of -24.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed OZ value among the investors covered in this analysis. Major shareholders include Precision Wealth Strategies, Llc, Empirical Financial Services, Llc D.B.A. Empirical Wealth Management, Belpointe Asset Management Llc, and several other long-term asset managers with concentrated positions in BELPOINTE PREP LLC (OZ).
This page ranks the largest institutional OZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
40
Total Reported Value
$55.07M
Largest Holder
Precision Wealth Strategies, Llc
Largest Position
$10.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Precision Wealth Strategies, Llc | 3.21% | 235,002 | $10,643,241 | $7,990,068 | -$2,653,173 | -24.93% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.14% | 240,467 | $9,863,957 | $8,175,878 | -$1,688,079 | -17.11% | |
| Belpointe Asset Management Llc | 0.32% | 217,600 | $9,855,104 | $7,398,400 | -$2,456,704 | -24.93% | |
| Osaic Holdings, Inc. | 0.01% | 94,077 | $4,260,747 | $3,198,618 | -$1,062,129 | -24.93% | |
| United Asset Strategies, Inc. | 0.26% | 91,182 | $3,740,286 | $3,100,188 | -$640,098 | -17.11% | |
| Brookwood Investment Group Llc | 0.19% | 35,995 | $1,630,214 | $1,223,830 | -$406,384 | -24.93% | |
| Lpl Financial Llc | 0.00% | 25,517 | $1,155,665 | $867,578 | -$288,087 | -24.93% | |
| Mason & Associates Inc | 0.18% | 24,640 | $1,115,946 | $837,760 | -$278,186 | -24.93% | |
| Wealth Alliance, Llc | 0.09% | 22,979 | $1,040,719 | $781,286 | -$259,433 | -24.93% | |
| Lido Advisors, Llc | 0.00% | 22,911 | $1,037,639 | $778,974 | -$258,665 | -24.93% | |
| Sheets Smith Wealth Management | 0.09% | 21,863 | $896,820 | $743,342 | -$153,478 | -17.11% | |
| Robertson Stephens Wealth Management, Llc | 0.02% | 21,203 | $869,747 | $720,902 | -$148,845 | -17.11% | |
| U.S. Capital Wealth Advisors, Llc | 0.02% | 15,890 | $845,348 | $540,260 | -$305,088 | -36.09% | |
| Rockefeller Capital Management L.P. | 0.00% | 18,360 | $831,524 | $624,240 | -$207,284 | -24.93% | |
| Navis Wealth Advisors, Llc | 0.28% | 16,226 | $734,876 | $551,684 | -$183,192 | -24.93% | |
| Arax Advisory Partners | 0.00% | 15,890 | $719,658 | $540,260 | -$179,398 | -24.93% | |
| Keystone Wealth Services, Llc | 0.13% | 15,558 | $704,622 | $528,972 | -$175,650 | -24.93% | |
| Cetera Investment Advisers | 0.00% | 14,856 | $672,828 | $505,104 | -$167,724 | -24.93% | |
| B.O.S.S. Retirement Advisors, Llc | 0.18% | 14,917 | $611,895 | $507,178 | -$104,717 | -17.11% | |
| Mariner, Llc | 0.00% | 11,973 | $542,257 | $407,082 | -$135,175 | -24.93% | |
| Mutual Advisors, Llc | 0.01% | 7,500 | $339,675 | $255,000 | -$84,675 | -24.93% | |
| Tounjian Advisory Partners, Llc | 0.12% | 6,273 | $284,104 | $213,282 | -$70,822 | -24.93% | |
| Foundations Investment Advisors, Llc | 0.00% | 6,052 | $274,095 | $205,768 | -$68,327 | -24.93% | |
| Brown Advisory Inc | 0.00% | 5,611 | $254,122 | $190,774 | -$63,348 | -24.93% | |
| Lane Brothers & Co Inc | 0.26% | 6,187 | $253,791 | $210,358 | -$43,433 | -17.11% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.10% | 6,052 | $248,253 | $205,768 | -$42,485 | -17.11% | |
| Newedge Wealth, Llc | 0.00% | 5,281 | $239,176 | $179,554 | -$59,622 | -24.93% | |
| Smart Wealth Llc | 0.05% | 4,937 | $223,597 | $167,858 | -$55,739 | -24.93% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 5,337 | $218,924 | $181,458 | -$37,466 | -17.11% | |
| Outlook Wealth Advisors, Llc | 0.04% | 4,996 | $204,936 | $169,864 | -$35,072 | -17.11% | |
| Ubs Group Ag | 0.00% | 4,012 | $181,704 | $136,408 | -$45,296 | -24.93% | |
| Central Trust Co | 0.00% | 3,899 | $176,586 | $132,566 | -$44,020 | -24.93% | |
| Abound Wealth Management | 0.03% | 3,645 | $149,518 | $123,930 | -$25,588 | -17.11% | |
| Morgan Stanley | 0.00% | 3,212 | $145,471 | $109,208 | -$36,263 | -24.93% | |
| Reap Financial Group, Llc | 0.01% | 970 | $39,789 | $32,980 | -$6,809 | -17.11% | |
| Bnp Paribas Financial Markets | 0.00% | 600 | $27,174 | $20,400 | -$6,774 | -24.93% | |
| Eastern Bank | 0.00% | 593 | $24,325 | $20,162 | -$4,163 | -17.11% | |
| Obsidian Cio, Llc | 0.01% | 292 | $13,225 | $9,928 | -$3,297 | -24.93% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 13,080 | $537 | $444,720 | +$444,183 | +82715.64% | |
| Jones Financial Companies Lllp | 0.00% | 10 | $451 | $340 | -$111 | -24.61% |
Frequently asked questions about OZ
Who are the largest institutional holders of OZ?
The largest institutional holders of OZ reported in the latest SEC Form 13F filings include Precision Wealth Strategies, Llc, Empirical Financial Services, Llc D.B.A. Empirical Wealth Management, Belpointe Asset Management Llc, Osaic Holdings, Inc., and United Asset Strategies, Inc.. InsiderSet ranks institutional holders by their latest reported OZ position.
What is OZ institutional ownership?
This page tracks OZ positions reported by institutional investment managers through SEC Form 13F. BELPOINTE PREP LLC (OZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OZ?
InsiderSet currently tracks 40 institutional managers reporting OZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OZ shareholders.
How much OZ stock do institutions own?
Institutional investment managers disclosed approximately $55.07M in OZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OZ institutional ownership last updated?
The latest OZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OZ position after the reporting date.
Are institutions buying or selling OZ?
Institutional buying and selling can be analyzed by comparing OZ positions across consecutive 13F reporting periods. InsiderSet's OZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OZ ownership changes.
How has OZ institutional ownership changed over time?
InsiderSet tracks OZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.