GREENWICH, CT
BELPOINTE PREP, LLCOZ— Latest position per institution from SEC 13F filings
15
Institutional holders
2.76M
Total shares held
78.81M
Estimated value
137.92K
Avg. position size
CLARAPHI ADVISORY NETWORK, LLC
CIK 1724134
Shares
1.32M
Value
1.32M
Filed
Dec 31, 2022
EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT
CIK 1510434
Shares
241.02K
Value
10.92M
Filed
Jun 30, 2026
PRECISION WEALTH STRATEGIES, LLC
CIK 1844197
Shares
240.69K
Value
12.80M
Filed
Mar 31, 2026
BELPOINTE ASSET MANAGEMENT LLC
CIK 1721242
Shares
226.46K
Value
12.05M
Filed
Mar 31, 2026
BANK OF NEW YORK MELLON CORP
CIK 1390777
Shares
107K
Value
9.17M
Filed
Sep 30, 2023
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
94.08K
Value
5M
Filed
Mar 31, 2026
UNITED ASSET STRATEGIES, INC.
CIK 1539948
Shares
88.72K
Value
4.02M
Filed
Jun 30, 2026
LIDO ADVISORS, LLC
CIK 1650150
Shares
63.82K
Value
3.40M
Filed
Mar 31, 2026
LINCOLN NATIONAL CORP
CIK 59558
Shares
55K
Value
3.35M
Filed
Mar 31, 2024
CW ADVISORS, LLC
CIK 1904976
Shares
43.94K
Value
2.81M
Filed
Jun 30, 2025
BROOKWOOD INVESTMENT GROUP LLC
CIK 2066812
Shares
37.87K
Value
2.01M
Filed
Mar 31, 2026
RATIO WEALTH GROUP
CIK 1971024
Shares
36.79K
Value
2.24M
Filed
Mar 31, 2024
COMPOUND PLANNING, INC.
CIK 1978879
Shares
30.79K
Value
2.12M
Filed
Sep 30, 2024
HILLTOP HOLDINGS INC.
CIK 1265131
Shares
30.70K
Value
1.96M
Filed
Sep 30, 2025
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 1818604
Shares
30.13K
Value
390.00
Filed
Dec 31, 2023
MASON & ASSOCIATES INC
CIK 1917686
Shares
25.34K
Value
1.31M
Filed
Mar 31, 2026
WEALTH ALLIANCE, LLC
CIK 1793904
Shares
22.98K
Value
1.22M
Filed
Mar 31, 2026
SHEETS SMITH WEALTH MANAGEMENT
CIK 1157436
Shares
21.78K
Value
986.55K
Filed
Jun 30, 2026
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
CIK 1767307
Shares
21.20K
Value
1.13M
Filed
Mar 31, 2026
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
18.36K
Value
976.75K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CLARAPHI ADVISORY NETWORK, LLC | 1724134 | 1.32M | 1.32M | Dec 31, 2022 |
| 2 | EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 1510434 | 241.02K | 10.92M | Jun 30, 2026 |
| 3 | PRECISION WEALTH STRATEGIES, LLC | 1844197 | 240.69K | 12.80M | Mar 31, 2026 |
| 4 | BELPOINTE ASSET MANAGEMENT LLC | 1721242 | 226.46K | 12.05M | Mar 31, 2026 |
| 5 | BANK OF NEW YORK MELLON CORP | 1390777 | 107K | 9.17M | Sep 30, 2023 |
| 6 | OSAIC HOLDINGS, INC. | 1677044 | 94.08K | 5M | Mar 31, 2026 |
| 7 | UNITED ASSET STRATEGIES, INC. | 1539948 | 88.72K | 4.02M | Jun 30, 2026 |
| 8 | LIDO ADVISORS, LLC | 1650150 | 63.82K | 3.40M | Mar 31, 2026 |
| 9 | LINCOLN NATIONAL CORP | 59558 | 55K | 3.35M | Mar 31, 2024 |
| 10 | CW ADVISORS, LLC | 1904976 | 43.94K | 2.81M | Jun 30, 2025 |
| 11 | BROOKWOOD INVESTMENT GROUP LLC | 2066812 | 37.87K | 2.01M | Mar 31, 2026 |
| 12 | RATIO WEALTH GROUP | 1971024 | 36.79K | 2.24M | Mar 31, 2024 |
| 13 | COMPOUND PLANNING, INC. | 1978879 | 30.79K | 2.12M | Sep 30, 2024 |
| 14 | HILLTOP HOLDINGS INC. | 1265131 | 30.70K | 1.96M | Sep 30, 2025 |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | 30.13K | 390.00 | Dec 31, 2023 |
| 16 | MASON & ASSOCIATES INC | 1917686 | 25.34K | 1.31M | Mar 31, 2026 |
| 17 | WEALTH ALLIANCE, LLC | 1793904 | 22.98K | 1.22M | Mar 31, 2026 |
| 18 | SHEETS SMITH WEALTH MANAGEMENT | 1157436 | 21.78K | 986.55K | Jun 30, 2026 |
| 19 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 1767307 | 21.20K | 1.13M | Mar 31, 2026 |
| 20 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 18.36K | 976.75K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.