BELPOINTE PREP LLC (OZ) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $63.58M in OZ holdings during the latest filing period.
Precision Wealth Strategies, Llc is currently the largest disclosed institutional shareholder of OZ tracked by InsiderSet, reporting ownership valued at approximately $12.80M 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 $10.83M, representing an estimated loss of -15.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% 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
43
Total Reported Value
$63.58M
Largest Holder
Precision Wealth Strategies, Llc
Largest Position
$12.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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 | 4.25% | 240,689 | $12,804,655 | $10,831,005 | -$1,973,650 | -15.41% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.16% | 241,017 | $10,915,660 | $10,845,765 | -$69,895 | -0.64% | |
| Belpointe Asset Management Llc | 0.32% | 217,600 | $9,855,104 | $9,792,000 | -$63,104 | -0.64% | |
| Osaic Holdings, Inc. | 0.01% | 94,077 | $5,004,896 | $4,233,465 | -$771,431 | -15.41% | |
| United Asset Strategies, Inc. | 0.28% | 88,722 | $4,018,219 | $3,992,490 | -$25,729 | -0.64% | |
| Lido Advisors, Llc | 0.01% | 63,823 | $3,395,384 | $2,872,035 | -$523,349 | -15.41% | |
| Brookwood Investment Group Llc | 0.19% | 35,995 | $1,630,214 | $1,619,775 | -$10,439 | -0.64% | |
| Wealth Alliance, Llc | 0.12% | 22,979 | $1,222,483 | $1,034,055 | -$188,428 | -15.41% | |
| Mason & Associates Inc | 0.18% | 24,640 | $1,115,946 | $1,108,800 | -$7,146 | -0.64% | |
| Sheets Smith Wealth Management | 0.10% | 21,783 | $986,552 | $980,235 | -$6,317 | -0.64% | |
| Rockefeller Capital Management L.P. | 0.00% | 18,360 | $976,752 | $826,200 | -$150,552 | -15.41% | |
| Cetera Investment Advisers | 0.00% | 18,330 | $975,156 | $824,850 | -$150,306 | -15.41% | |
| Robertson Stephens Wealth Management, Llc | 0.02% | 21,203 | $960,284 | $954,135 | -$6,149 | -0.64% | |
| Mariner, Llc | 0.00% | 17,489 | $930,415 | $787,005 | -$143,410 | -15.41% | |
| Lpl Financial Llc | 0.00% | 16,453 | $875,300 | $740,385 | -$134,915 | -15.41% | |
| Navis Wealth Advisors, Llc | 0.44% | 16,226 | $863,223 | $730,170 | -$133,053 | -15.41% | |
| U.S. Capital Wealth Advisors, Llc | 0.02% | 15,890 | $845,348 | $715,050 | -$130,298 | -15.41% | |
| Keystone Wealth Services, Llc | 0.18% | 15,558 | $827,686 | $700,110 | -$127,576 | -15.41% | |
| B.O.S.S. Retirement Advisors, Llc | 0.18% | 14,959 | $677,493 | $673,155 | -$4,338 | -0.64% | |
| Foundations Investment Advisors, Llc | 0.01% | 8,014 | $426,345 | $360,630 | -$65,715 | -15.41% | |
| Mutual Advisors, Llc | 0.01% | 7,500 | $399,000 | $337,500 | -$61,500 | -15.41% | |
| Lane Brothers & Co Inc | 0.24% | 6,187 | $329,148 | $278,415 | -$50,733 | -15.41% | |
| Brown Advisory Inc | 0.00% | 5,611 | $298,505 | $252,495 | -$46,010 | -15.41% | |
| Newedge Wealth, Llc | 0.00% | 5,281 | $280,949 | $237,645 | -$43,304 | -15.41% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.11% | 6,052 | $274,095 | $272,340 | -$1,755 | -0.64% | |
| Outlook Wealth Advisors, Llc | 0.06% | 4,996 | $265,787 | $224,820 | -$40,967 | -15.41% | |
| Smart Wealth Llc | 0.08% | 4,937 | $262,648 | $222,165 | -$40,483 | -15.41% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 5,337 | $241,713 | $240,165 | -$1,548 | -0.64% | |
| Texas Yale Capital Corp. | 0.01% | 4,200 | $223,440 | $189,000 | -$34,440 | -15.41% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.01% | 4,869 | $220,517 | $219,105 | -$1,412 | -0.64% | |
| Moneta Group Investment Advisors Llc | 0.00% | 3,935 | $209,342 | $177,075 | -$32,267 | -15.41% | |
| Accurate Wealth Management, Llc | 0.02% | 4,557 | $205,976 | $205,065 | -$911 | -0.44% | |
| Xtx Topco Ltd | 0.00% | 3,859 | $205,299 | $173,655 | -$31,644 | -15.41% | |
| Ubs Group Ag | 0.00% | 3,419 | $181,892 | $153,855 | -$28,037 | -15.41% | |
| Central Trust Co | 0.00% | 3,899 | $176,586 | $175,455 | -$1,131 | -0.64% | |
| Morgan Stanley | 0.00% | 3,212 | $170,878 | $144,540 | -$26,338 | -15.41% | |
| Abound Wealth Management | 0.03% | 3,645 | $165,083 | $164,025 | -$1,058 | -0.64% | |
| Hamrick Investment Counsel, Llc | 0.04% | 1,270 | $67,564 | $57,150 | -$10,414 | -15.41% | |
| Reap Financial Group, Llc | 0.01% | 970 | $51,604 | $43,650 | -$7,954 | -15.41% | |
| Eastern Bank | 0.00% | 593 | $26,857 | $26,685 | -$172 | -0.64% | |
| Obsidian Cio, Llc | 0.02% | 373 | $19,844 | $16,785 | -$3,059 | -15.42% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 13,080 | $592 | $588,600 | +$588,008 | +99325.68% | |
| Jones Financial Companies Lllp | 0.00% | 7 | $364 | $315 | -$49 | -13.46% |
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.