Vault-13

BELPOINTE PREP LLC OZ

UNIT RP LTD LB A · Common Stock · CUSIP 080694102

43 institutional holders -3 vs Q1 2026
1,277,9961.3m shares reported held*
$57.9mreported value*
4 new 4 added 13 reduced 6 sold out net sold ≈ $2.4m (-53.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $45.29.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 37Q4 22: 48Q1 23: 43Q2 23: 40Q3 23: 40Q4 23: 43Q1 24: 38Q2 24: 34Q3 24: 41Q4 24: 48Q1 25: 45Q2 25: 44Q3 25: 44Q4 25: 48Q1 26: 46Q2 26: 4343Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202237
Q4 202248
Q1 202343
Q2 202340
Q3 202340
Q4 202343
Q1 202438
Q2 202434
Q3 202441
Q4 202448
Q1 202545
Q2 202544
Q3 202544
Q4 202548
Q1 202646
Q2 202643

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 14 bought or addedQ3 24: 11 cut or sold outQ4 24: 14 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 11 bought or addedQ1 25: 17 cut or sold outQ2 25: 9 bought or addedQ2 25: 15 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 16 cut or sold outQ4 25: 10 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 12 bought or addedQ1 26: 18 cut or sold outQ2 26: 8 bought or addedQ2 26: 19 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241411
Q4 20241410
Q1 20251117
Q2 2025915
Q3 2025916
Q4 20251016
Q1 20261218
Q2 2026819

Biggest buyers

Arax Advisory Partners New +15,890+15.9k
Cambridge Investment Research Advisors, Inc. Added +13,080+13.1k
LPL Financial LLC Added +9,064+9.1k
TOUNJIAN ADVISORY PARTNERS, LLC New +6,273+6.3k
CENTRAL TRUST Co New +3,899+3.9k
BNP PARIBAS FINANCIAL MARKETS New +600+600
UBS Group AG Added +593+593
JONES FINANCIAL COMPANIES LLLP Added +3+3

Biggest sellers

Lido Advisors, LLC Reduced -40,912-40.9k
Kestra Advisory Services, LLC Sold out -10,539-10.5k
Belpointe Asset Management LLC Reduced -8,858-8.9k
Precision Wealth Strategies, LLC Reduced -5,687-5.7k
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Reduced -5,614-5.6k
Mariner, LLC Reduced -5,516-5.5k
Texas Yale Capital Corp. Sold out -4,200-4.2k
Fulton Bank, N.A. Sold out -4,060-4.1k
MONETA GROUP INVESTMENT ADVISORS LLC Sold out -3,935-3.9k
XTX Topco Ltd Sold out -3,859-3.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma 13G · institution no change · filed 2026-01-29 7.0% no change 248.1k≈ $11.2m 2026-01-29
Precision Wealth Strategies, LLC 13G · institution new · filed 2025-01-23 6.5% new 235.8k≈ $10.7m 2025-01-23
Donnalley David James 13G · passive investor new · filed 2026-10-16 5.6% new 219.5k≈ $9.9m 2026-10-16

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.16% of their portfolio Seattle, WA 241,017241.0k $10.9m $10.9m 0.16% Reduced -5.6k -5,614
2 Precision Wealth Strategies, LLC 3.21% of their portfolio SAINT LOUIS, MO 235,002235.0k $10.6m $10.6m 3.21% Reduced -5.7k -5,687
3 Belpointe Asset Management LLC 0.32% of their portfolio RENO, NV 217,600217.6k $9.9m $9.9m 0.32% Reduced -8.9k -8,858
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 94,07794.1k $4.3m $4.3m 0.01% Unchanged
5 United Asset Strategies, Inc. 0.28% of their portfolio GARDEN CITY, NY 88,72288.7k $4.0m $4.0m 0.28% Reduced -632 -632
6 Brookwood Investment Group LLC 0.19% of their portfolio PHOENIX, AZ 35,99536.0k $1.6m $1.6m 0.19% Reduced -1.9k -1,876
7 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 26,16026.2k $1.2m $1.2m 0.00% Added +13.1k +13,080
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 25,51725.5k $1.2m $1.2m 0.00% Added +9.1k +9,064
9 Mason & Associates Inc 0.18% of their portfolio LOS ANGELES, CA 24,64024.6k $1.1m $1.1m 0.18% Reduced -700 -700
10 WEALTH ALLIANCE, LLC 0.09% of their portfolio MELLVILLE, NY 22,97923.0k $1.0m $1.0m 0.09% Unchanged
11 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 22,91122.9k $1.0m $1.0m 0.00% Reduced -40.9k -40,912
12 SHEETS SMITH WEALTH MANAGEMENT 0.10% of their portfolio WINSTON-SALEM, NC 21,78321.8k $986.6k $986.6k 0.10% Unchanged
13 Robertson Stephens Wealth Management, LLC 0.02% of their portfolio San Francisco, CA 21,20321.2k $960.3k $960.3k 0.02% Unchanged
14 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 18,36018.4k $831.5k $831.5k 0.00% Unchanged
15 Navis Wealth Advisors, LLC 0.28% of their portfolio RYE BROOK, NY 16,22616.2k $734.9k $734.9k 0.28% Unchanged
16 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 15,89015.9k $719.7k $719.7k 0.00% New
17 Keystone Wealth Services, LLC 0.13% of their portfolio PALM DESERT, CA 15,55815.6k $704.6k $704.6k 0.13% Unchanged
18 B.O.S.S. Retirement Advisors, LLC 0.18% of their portfolio Lehi, UT 14,95915.0k $677.5k $677.5k 0.18% Reduced -137 -137
19 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,85614.9k $672.8k $672.8k 0.00% Reduced -3.5k -3,474
20 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,97312.0k $542.3k $542.3k 0.00% Reduced -5.5k -5,516
21 Hopwood Nicholas Hunter 0.10% of their portfolio PLYMOUTH, MI 7,6787.7k $347.7k $347.7k 0.10% Unchanged
22 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,5007.5k $339.7k $339.7k 0.01% Unchanged
23 TOUNJIAN ADVISORY PARTNERS, LLC 0.12% of their portfolio FORT MYERS, FL 6,2736.3k $284.1k $284.1k 0.12% New
24 LANE BROTHERS & CO INC 0.18% of their portfolio PRESCOTT, AZ 6,1876.2k $280.2k $280.2k 0.18% Unchanged
25 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 6,0526.1k $274.1k $274.1k 0.00% Reduced -2.0k -1,962
26 Walser Wealth Management Company, A Ltd Liability Co 0.11% of their portfolio TAMPA, FL 6,0526.1k $274.1k $274.1k 0.11% Unchanged
27 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 5,6115.6k $254.1k $254.1k 0.00% Unchanged
28 KINGSWOOD WEALTH ADVISORS, LLC 0.01% of their portfolio SAN DIEGO, CA 5,3375.3k $241.7k $241.7k 0.01% Unchanged
29 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 5,2815.3k $239.2k $239.2k 0.00% Unchanged
30 Outlook Wealth Advisors, LLC 0.05% of their portfolio SHENANDOAH, TX 4,9965.0k $226.3k $226.3k 0.05% Unchanged
31 SMART Wealth LLC 0.05% of their portfolio Omaha, NE 4,9374.9k $223.6k $223.6k 0.05% Unchanged
32 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% of their portfolio Westlake, OH 4,8694.9k $220.5k $220.5k 0.01% Unchanged
33 Accurate Wealth Management, LLC 0.02% of their portfolio WESLEY CHAPEL, FL 4,5574.6k $206.0k $206.0k 0.02% Reduced -1 -1
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,0124.0k $181.7k $181.7k 0.00% Added +593 +593
35 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 3,8993.9k $176.6k $176.6k 0.00% New
36 Abound Wealth Management 0.03% of their portfolio FRANKLIN, TN 3,6453.6k $165.1k $165.1k 0.03% Unchanged
37 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,2123.2k $145.5k $145.5k 0.00% Unchanged
38 REAP Financial Group, LLC 0.01% of their portfolio AUSTIN, TX 970970 $43.9k $43.9k 0.01% Unchanged
39 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 600600 $27.2k $27.2k 0.00% New
40 EASTERN BANK 0.00% of their portfolio BOSTON, MA 593593 $26.9k $26.9k 0.00% Unchanged
41 OBSIDIAN CIO, LLC 0.01% of their portfolio NEW YORK, NY 292292 $13.2k $13.2k 0.01% Reduced -81 -81
42 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1010 $451 $451 0.00% Added +3 +3
43 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 55 $0 $0 0.00% Unchanged