Institutional Ownership
Belpointe Prep LLC
CUSIP 080694102UNIT RP LTD LB AOZQ1 2026
Institutional Holders
45
13F filers
Shares Held
1.34M
Aggregate institutional
Institutional Value
$70.56M
Q1 2026
Net New Holders
-2
7 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased5
Decreased9
Sold out9
Institutional Holders
45 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 246.6K | $13.12M | −1.4K | Reduced |
| 2 | Precision Wealth Strategies, LLC | 240.7K | $12.80M | −6.3K | Reduced |
| 3 | Belpointe Asset Management LLC | 226.5K | $12.05M | +7.2K | Added |
| 4 | Osaic Holdings, Inc. | 94.1K | $5.00M | +37.7K | Added |
| 5 | United Asset Strategies, Inc. | 89.4K | $4.75M | 0 | Held |
| 6 | Lido Advisors, LLC | 63.8K | $3.40M | −400 | Reduced |
| 7 | Brookwood Investment Group LLC | 37.9K | $2.01M | +8.0K | Added |
| 8 | Mason & Associates Inc | 25.3K | $1.31M | −100 | Reduced |
| 9 | Wealth Alliance, LLC | 23.0K | $1.22M | −5.5K | Reduced |
| 10 | Sheets Smith Wealth Management | 21.8K | $1.16M | +21.8K | New |
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