Who Owns BELPOINTE PREP LLC (OZ)? -- Institutional Holders (2026-06-30)

50 institutions reported holding $57.7M of BELPOINTE PREP LLC (OZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($10.9M), Precision Wealth Strategies, LLC ($10.6M), Belpointe Asset Management LLC ($9.9M), OSAIC HOLDINGS, INC. ($4.3M), United Asset Strategies, Inc. ($4.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$10.9M	241,017	Trimmed
2	Precision Wealth Strategies, LLC	$10.6M	235,002	Trimmed
3	Belpointe Asset Management LLC	$9.9M	217,600	Trimmed
4	OSAIC HOLDINGS, INC.	$4.3M	94,077	Hold
5	United Asset Strategies, Inc.	$4.0M	88,722	Trimmed
6	Brookwood Investment Group LLC	$1.6M	35,995	Trimmed
7	LPL Financial LLC	$1.2M	25,517	Added
8	Mason & Associates Inc	$1.1M	24,640	Trimmed
9	WEALTH ALLIANCE, LLC	$1.0M	22,979	Hold
10	Lido Advisors, LLC	$1.0M	22,911	Trimmed
11	SHEETS SMITH WEALTH MANAGEMENT	$986,552	21,783	Hold
12	Robertson Stephens Wealth Management, LLC	$960,284	21,203	Hold
13	Rockefeller Capital Management L.P.	$831,524	18,360	Hold
14	Navis Wealth Advisors, LLC	$734,876	16,226	Hold
15	Arax Advisory Partners	$719,658	15,890	New
16	Keystone Wealth Services, LLC	$704,622	15,558	Hold
17	B.O.S.S. Retirement Advisors, LLC	$677,493	14,959	Trimmed
18	Cetera Investment Advisers	$672,828	14,856	Trimmed
19	Cambridge Investment Research Advisors, Inc.	$592,000	13,080	Hold
20	Mariner, LLC	$542,257	11,973	Trimmed
21	Innovative Advisory Group, LLC	$407,474	8,997	Hold
22	Hopwood Nicholas Hunter	$347,737	7,678	Hold
23	Mutual Advisors, LLC	$339,675	7,500	Hold
24	TOUNJIAN ADVISORY PARTNERS, LLC	$284,104	6,273	New
25	LANE BROTHERS & CO INC	$280,209	6,187	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30