BELPOINTE PREP LLC (OZ) Top Institutional Shareholders
BELPOINTE PREP LLC (OZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $70.56M in OZ holdings during the latest filing period.
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management is currently the largest disclosed institutional shareholder of OZ tracked by InsiderSet, reporting ownership valued at approximately $13.12M in its March 31, 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 $11.35M, representing an estimated loss of -13.53% 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 Empirical Financial Services, Llc D.B.A. Empirical Wealth Management, Precision Wealth Strategies, Llc, 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
44
Total Reported Value
$70.56M
Largest Holder
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management
Largest Position
$13.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.23% | 246,631 | $13,120,770 | $11,345,026 | -$1,775,744 | -13.53% | |
| Precision Wealth Strategies, Llc | 4.25% | 240,689 | $12,804,655 | $11,071,694 | -$1,732,961 | -13.53% | |
| Belpointe Asset Management Llc | 0.44% | 226,458 | $12,047,566 | $10,417,068 | -$1,630,498 | -13.53% | |
| Osaic Holdings, Inc. | 0.01% | 94,077 | $5,004,896 | $4,327,542 | -$677,354 | -13.53% | |
| United Asset Strategies, Inc. | 0.38% | 89,354 | $4,753,633 | $4,110,284 | -$643,349 | -13.53% | |
| Lido Advisors, Llc | 0.01% | 63,823 | $3,395,384 | $2,935,858 | -$459,526 | -13.53% | |
| Brookwood Investment Group Llc | 0.26% | 37,871 | $2,014,737 | $1,742,066 | -$272,671 | -13.53% | |
| Mason & Associates Inc | 0.25% | 25,340 | $1,308,304 | $1,165,640 | -$142,664 | -10.90% | |
| Wealth Alliance, Llc | 0.12% | 22,979 | $1,222,483 | $1,057,034 | -$165,449 | -13.53% | |
| Sheets Smith Wealth Management | 0.13% | 21,783 | $1,158,856 | $1,002,018 | -$156,838 | -13.53% | |
| Robertson Stephens Wealth Management, Llc | 0.03% | 21,203 | $1,128,000 | $975,338 | -$152,662 | -13.53% | |
| Rockefeller Capital Management L.P. | 0.00% | 18,360 | $976,752 | $844,560 | -$132,192 | -13.53% | |
| Cetera Investment Advisers | 0.00% | 18,330 | $975,156 | $843,180 | -$131,976 | -13.53% | |
| Mariner, Llc | 0.00% | 17,489 | $930,415 | $804,494 | -$125,921 | -13.53% | |
| Lpl Financial Llc | 0.00% | 16,453 | $875,300 | $756,838 | -$118,462 | -13.53% | |
| Navis Wealth Advisors, Llc | 0.44% | 16,226 | $863,223 | $746,396 | -$116,827 | -13.53% | |
| U.S. Capital Wealth Advisors, Llc | 0.02% | 15,890 | $845,348 | $730,940 | -$114,408 | -13.53% | |
| Keystone Wealth Services, Llc | 0.18% | 15,558 | $827,686 | $715,668 | -$112,018 | -13.53% | |
| B.O.S.S. Retirement Advisors, Llc | 0.24% | 15,096 | $803,107 | $694,416 | -$108,691 | -13.53% | |
| Kestra Advisory Services, Llc | 0.00% | 10,539 | $560,675 | $484,794 | -$75,881 | -13.53% | |
| Foundations Investment Advisors, Llc | 0.01% | 8,014 | $426,345 | $368,644 | -$57,701 | -13.53% | |
| Mutual Advisors, Llc | 0.01% | 7,500 | $399,000 | $345,000 | -$54,000 | -13.53% | |
| Lane Brothers & Co Inc | 0.24% | 6,187 | $329,148 | $284,602 | -$44,546 | -13.53% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.14% | 6,052 | $321,966 | $278,392 | -$43,574 | -13.53% | |
| Brown Advisory Inc | 0.00% | 5,611 | $298,505 | $258,106 | -$40,399 | -13.53% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 5,337 | $283,928 | $245,502 | -$38,426 | -13.53% | |
| Newedge Wealth, Llc | 0.00% | 5,281 | $280,949 | $242,926 | -$38,023 | -13.53% | |
| Outlook Wealth Advisors, Llc | 0.06% | 4,996 | $265,787 | $229,816 | -$35,971 | -13.53% | |
| Smart Wealth Llc | 0.08% | 4,937 | $262,648 | $227,102 | -$35,546 | -13.53% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.01% | 4,869 | $259,031 | $223,974 | -$35,057 | -13.53% | |
| Accurate Wealth Management, Llc | 0.03% | 4,558 | $239,705 | $209,668 | -$30,037 | -12.53% | |
| Texas Yale Capital Corp. | 0.01% | 4,200 | $223,440 | $193,200 | -$30,240 | -13.53% | |
| Fulton Bank, N.A. | 0.01% | 4,060 | $215,992 | $186,760 | -$29,232 | -13.53% | |
| Moneta Group Investment Advisors Llc | 0.00% | 3,935 | $209,342 | $181,010 | -$28,332 | -13.53% | |
| Xtx Topco Ltd | 0.00% | 3,859 | $205,299 | $177,514 | -$27,785 | -13.53% | |
| Abound Wealth Management | 0.04% | 3,645 | $193,914 | $167,670 | -$26,244 | -13.53% | |
| Ubs Group Ag | 0.00% | 3,419 | $181,892 | $157,274 | -$24,618 | -13.53% | |
| Morgan Stanley | 0.00% | 3,212 | $170,878 | $147,752 | -$23,126 | -13.53% | |
| Hamrick Investment Counsel, Llc | 0.04% | 1,270 | $67,564 | $58,420 | -$9,144 | -13.53% | |
| Reap Financial Group, Llc | 0.01% | 970 | $51,604 | $44,620 | -$6,984 | -13.53% | |
| Eastern Bank | 0.00% | 593 | $31,548 | $27,278 | -$4,270 | -13.53% | |
| Obsidian Cio, Llc | 0.02% | 373 | $19,844 | $17,158 | -$2,686 | -13.54% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 13,080 | $696 | $601,680 | +$600,984 | +86348.28% | |
| Jones Financial Companies Lllp | 0.00% | 7 | $364 | $322 | -$42 | -11.54% |
Frequently asked questions about OZ
Who owns the most OZ stock?
The largest holders of OZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BELPOINTE PREP LLC (OZ).
Is OZ widely held by superinvestors?
Many widely followed stocks like OZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.