HolderBook

BELPOINTE PREP LLC (OZ)

Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.

43
Reporting holders
$56.8M
Reported value
0.0%
Held as options
-1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$10.9M241,0170.16%19q-2.3%-$254.3K
Precision Wealth Strategies, LLC$10.6M235,0023.21%19q-2.4%-$257.6K
Belpointe Asset Management LLC$9.9M217,6000.32%19q-3.9%-$401.2K
OSAIC HOLDINGS, INC.$4.3M94,0770.01%5qHELD
United Asset Strategies, Inc.$4.0M88,7220.28%17q-0.7%-$28.6K
Brookwood Investment Group LLC$1.6M35,9950.18%6q-5.0%-$85.0K
LPL Financial LLC$1.2M25,5170.00%9q+55.1%+$410.5K
Mason & Associates Inc$1.1M24,6400.18%18q-2.8%-$31.7K
WEALTH ALLIANCE, LLC$1.0M22,9790.09%19qHELD
Lido Advisors, LLC$1.0M22,9110.00%3q-64.1%-$1.9M
SHEETS SMITH WEALTH MANAGEMENT$986.6K21,7830.10%2qHELD
Robertson Stephens Wealth Management, LLC$960.3K21,2030.02%8qHELD
Rockefeller Capital Management L.P.$831.5K18,3600.00%16qHELD
Navis Wealth Advisors, LLC$734.9K16,2260.28%2qHELD
Arax Advisory Partners$719.7K15,8900.00%newNEW
Keystone Wealth Services, LLC$704.6K15,5580.13%19qHELD
B.O.S.S. Retirement Advisors, LLC$677.5K14,9590.18%7q-0.9%-$6.2K
Cetera Investment Advisers$672.8K14,8560.00%10q-19.0%-$157.3K
Mariner, LLC$542.3K11,9730.00%19q-31.5%-$249.8K
Hopwood Nicholas Hunter$347.7K7,6780.10%3qHELD
Mutual Advisors, LLC$339.7K7,5000.01%5qHELD
TOUNJIAN ADVISORY PARTNERS, LLC$284.1K6,2730.12%newNEW
LANE BROTHERS & CO INC$280.2K6,1870.18%3qHELD
Foundations Investment Advisors, LLC$274.1K6,0520.00%11q-24.5%-$88.9K
Walser Wealth Management Company, A Ltd Liability Co$274.1K6,0520.11%3qHELD
BROWN ADVISORY INC$254.1K5,6110.00%7qHELD
KINGSWOOD WEALTH ADVISORS, LLC$241.7K5,3370.01%7qHELD
NewEdge Wealth, LLC$239.2K5,2810.00%2qHELD
Outlook Wealth Advisors, LLC$226.3K4,9960.05%19qHELD
SMART Wealth LLC$223.6K4,9370.05%15qHELD
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$220.5K4,8690.01%8qHELD
Accurate Wealth Management, LLC$206.0K4,5570.02%2qHELD
UBS Group AG$181.7K4,0120.00%18q+17.3%+$26.9K
CENTRAL TRUST Co$176.6K3,8990.00%newNEW
Abound Wealth Management$165.1K3,6450.03%6qHELD
MORGAN STANLEY$145.5K3,2120.00%16qHELD
MERCER GLOBAL ADVISORS INC /ADV$57.1K1,2600.00%newNEW
REAP Financial Group, LLC$43.9K9700.01%11qHELD
BNP PARIBAS FINANCIAL MARKETS$27.2K6000.00%newNEW
EASTERN BANK$26.9K5930.00%8qHELD
OBSIDIAN CIO, LLC$13.2K2920.01%19q-21.7%-$3.7K
Cambridge Investment Research Advisors, Inc.$1.2K26,1600.00%5q+100.0%
JONES FINANCIAL COMPANIES LLLP$451100.00%2q+42.9%
ROYAL BANK OF CANADA$050.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202643$56.8M1,253,09663120.0%
Q1 202644$71.0M1,334,7127570.0%
Q4 202546$83.3M1,280,25646110.0%
Q3 202541$85.7M1,338,7953480.0%
Q2 202542$88.5M1,381,5572590.0%
Q1 202544$86.8M1,345,0912980.0%
Q4 202446$103.2M1,383,0807660.0%
Q3 202440$92.5M1,339,8869560.0%
Q2 202433$72.2M1,241,7603890.0%
Q1 202436$76.3M1,252,8562890.0%
Q4 202341$99.6M1,301,43061050.0%
Q3 202337$101.4M1,182,5253760.0%
Q2 202338$119.3M1,387,0791570.0%
Q1 202339$125.1M1,333,1413480.0%
Q4 202239$139.3M1,392,58110550.0%
Q3 202235$123.5M1,396,7584740.0%
Q2 202231$118.3M1,218,1378430.0%
Q1 202225$97.0M971,3505620.0%
Q4 202125$88.4M883,12724000.0%