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Filing Flows › Belpointe Prep, LLC (OZ) › Who owns the stock

Who owns Belpointe Prep, LLC (OZ) stock

41 funds reported Belpointe Prep, LLC (OZ) shares in their latest 13F filings, worth $57.6M in all. The largest holder is Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($10.9M). Last quarter 7 funds added to their stakes and 17 cut them.

Largest holders of OZ (13F)Largest holders of OZ (13F)Empirical Financial Services, LLC…$10.9MPrecision Wealth Strategies, LLC$10.6MBelpointe Asset Management LLC$9.9MOsaic Holdings$4.3MUnited Asset Strategies$3.7MCongress Wealth Management LLC$2.8MBrookwood Investment Group LLC$1.6MLPL Financial LLC$1.2MWealth Alliance$1.0MLido Advisors, LLC$1.0M

Largest holders (13F)

FundSharesValueChangeQuarter
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management241,017$10.9Mdecrease2026-06-30
Precision Wealth Strategies, LLC235,002$10.6Mdecrease2026-06-30
Belpointe Asset Management LLC217,600$9.9Mdecrease2026-06-30
Osaic Holdings94,077$4.3Munchanged2026-06-30
United Asset Strategies91,182$3.7Mincrease2026-09-30
Congress Wealth Management LLC43,940$2.8Munchanged2025-06-30
Brookwood Investment Group LLC35,995$1.6Mdecrease2026-06-30
LPL Financial LLC25,517$1.2Mincrease2026-06-30
Wealth Alliance22,979$1.0Munchanged2026-06-30
Lido Advisors, LLC22,911$1.0Mdecrease2026-06-30
Sheets Smith Wealth Management21,863$897Kincrease2026-09-30
Robertson Stephens Wealth Management, LLC21,203$870Kunchanged2026-09-30
Rockefeller Capital Management L.P.18,360$832Kunchanged2026-06-30
Navis Wealth Advisors, LLC16,226$735Kunchanged2026-06-30
Cetera Investment Advisers14,856$673Kdecrease2026-06-30

Belpointe Prep, LLC's latest quarter

Belpointe Prep, LLC, Q3 2026: revenue $6.3M (+166% year over year), operating margin -137.7%, net loss $8.7M, operating cash flow −$1.9M. The chart follows the revenue to costs, profit and cash.

Questions

Who owns the most OZ stock?

By the latest 13F filings: 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 ($4.3M); United Asset Strategies ($3.7M).

What is the short interest in OZ?

59,707 shares were sold short at the 2026-10-15 settlement, -44.76% of the float.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.