Belpointe Prep LLC Class AOZ
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 45 institutions reported holding Belpointe Prep LLC Class A (OZ) in their 13F filings, up 1 from Q2 2025. 5 opened new positions and 3 sold out. The largest holders were Belpointe Asset Management LLC ($19.6M), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($15.9M) and Precision Wealth Strategies, LLC ($15.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Belpointe Prep LLC Class A
- CUSIP
- 080694102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.8M |
| Exits | 3 | $688K |
All 13F filers, Q2 2025 → Q3 2025: 53,208 shares bought and 31,340 shares sold, net +21,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Belpointe Asset Management LLC | 0.75% | Reduce -0.3% | 306,367 | $19.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.32% | Reduce -1.0% | 248,780 | $15.9M |
| Precision Wealth Strategies, LLC | 5.13% | Add +1.2% | 246,962 | $15.8M |
| United Asset Strategies, Inc. | 0.44% | Reduce -0.5% | 85,419 | $5.5M |
| Obsidian Cio, LLC | 0.52% | Reduce -0.3% | 62,366 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | No change | 56,347 | $3.6M |
| Hilltop Holdings Inc. | 0.10% | New | 30,700 | $2.0M |
| Brookwood Investment Group LLC | 0.25% | Add +16.0% | 29,876 | $1.9M |
| Wealth Alliance, LLC | 0.19% | No change | 28,474 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -9.4% | 21,879 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.04% | No change | 21,424 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.4% | 18,360 | $1.2M |
| LPL Financial LLC | 0.00% | No change | 16,478 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 15,890 | $1.0M |
| Keystone Wealth Services, LLC | 0.22% | No change | 15,558 | $996K |
| B.O.S.S. Retirement Advisors, LLC | 0.23% | Reduce -0.1% | 15,141 | $969K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 13,080 | $837K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.4% | 10,539 | $674K |
| Innovative Advisory Group, LLC | 0.40% | No change | 9,497 | $608K |
| Mason & Associates Inc | 0.10% | No change | 7,600 | $486K |
| Mutual Advisors, LLC | 0.01% | No change | 7,500 | $473K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -14.8% | 6,897 | $441K |
| SMART Wealth LLC | 0.14% | Reduce -0.0% | 5,956 | $381K |
| Citadel Advisors | 0.00% | New | 5,808 | $372K |
| Brown Advisory Inc. | 0.00% | No change | 5,611 | $359K |
| Kingswood Wealth Advisors, LLC | 0.02% | No change | 5,337 | $342K |
| Outlook Wealth Advisors, LLC | 0.08% | No change | 4,996 | $320K |
| UBS Group AG | 0.00% | Reduce -72.1% | 4,950 | $317K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -0.8% | 4,869 | $312K |
| Cetera Investment Advisers | 0.00% | No change | 4,700 | $301K |
| REAP Financial Group, LLC | 0.06% | No change | 4,534 | $290K |
| Texas Yale Capital Corp. | 0.01% | No change | 4,200 | $269K |
| Fulton Bank, N.A. | 0.01% | No change | 4,060 | $260K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.6% | 3,935 | $252K |
| Commonwealth Equity Services, LLC | 0.00% | New | 3,900 | $250K |
| Abound Wealth Management | 0.06% | No change | 3,645 | $233K |
| Raymond James Financial Inc. | 0.00% | No change | 3,582 | $229K |
| Lokken Investment Group LLC | 0.08% | No change | 3,574 | $229K |
| Coppell Advisory Solutions LLC | 0.02% | No change | 3,559 | $228K |
| Integrated Advisors Network LLC | 0.01% | No change | 3,350 | $214K |
| AE Wealth Management LLC | 0.00% | New | 3,280 | $210K |
| Morgan Stanley | 0.00% | Reduce -0.9% | 3,195 | $204K |
| Bank of America Corp. | 0.00% | Reduce -15.3% | 2,504 | $160K |
| Eastern Bank | 0.00% | No change | 593 | $38K |
| Royal Bank of Canada | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is OZ's weight in each manager's 13F, not the share of Belpointe Prep LLC Class A the manager owns.