Company · Ownership research

Belpointe PREP, LLC OZ

CIK 0001807046 · CUSIP 080694102

Insider tradingInitial holdings Institutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 45 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Belpointe Asset Management LLC CIK 1721242 · View history	$19.61M 306,367 shares	0.75%	-864(-0.30%)Reduced	SEC filing ↗ Nov 3, 2025	▾
02	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 1510434 · View history	$15.92M 248,780 shares	0.32%	-2.48K(-1.00%)Reduced	SEC filing ↗ Nov 10, 2025	▾
03	Precision Wealth Strategies, LLC CIK 1844197 · View history	$15.81M 246,962 shares	5.13%	+3.03K(+1.20%)Added	SEC filing ↗ Oct 16, 2025	▾
04	United Asset Strategies, Inc. CIK 1539948 · View history	$5.47M 85,419 shares	0.44%	-399(-0.50%)Reduced	SEC filing ↗ Oct 23, 2025	▾
05	OBSIDIAN CIO, LLC CIK 1843581 · View history	$3.99M 62,366 shares	0.52%	-199(-0.30%)Reduced	SEC filing ↗ Oct 21, 2025	▾
06	OSAIC HOLDINGS, INC. CIK 1677044 · View history	$3.61M 56,347 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Nov 14, 2025	▾
07	Hilltop Holdings Inc. CIK 1265131 · View history	$1.96M 30,700 shares	0.10%	+30.70KNew	SEC filing ↗ Nov 14, 2025	▾
08	Brookwood Investment Group LLC CIK 2066812 · View history	$1.91M 29,876 shares	0.25%	+4.12K(+16.00%)Added	SEC filing ↗ Oct 21, 2025	▾
09	WEALTH ALLIANCE, LLC CIK 1793904 · View history	$1.82M 28,474 shares	0.19%	0(0.00%)Unchanged	SEC filing ↗ Nov 7, 2025	▾
10	Mariner, LLC CIK 1373442 · View history	$1.40M 21,879 shares	0.00%	-2.26K(-9.40%)Reduced	SEC filing ↗ Nov 14, 2025	▾
11	Robertson Stephens Wealth Management, LLC CIK 1767307 · View history	$1.37M 21,424 shares	0.04%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2025	▾
12	Rockefeller Capital Management L.P. CIK 1739439 · View history	$1.18M 18,360 shares	0.00%	+1.57K(+9.40%)Added	SEC filing ↗ Nov 14, 2025	▾
13	LPL Financial LLC CIK 1403438 · View history	$1.05M 16,478 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2025	▾
14	U.S. Capital Wealth Advisors, LLC CIK 1808915 · View history	$1.02M 15,890 shares	0.03%	0(0.00%)Unchanged	SEC filing ↗ Oct 9, 2025	▾
15	Keystone Wealth Services, LLC CIK 1866189 · View history	$995.71K 15,558 shares	0.22%	0(0.00%)Unchanged	SEC filing ↗ Oct 22, 2025	▾
16	B.O.S.S. Retirement Advisors, LLC CIK 1964810 · View history	$969.02K 15,141 shares	0.23%	-23(-0.20%)Reduced	SEC filing ↗ Nov 5, 2025	▾
17	Cambridge Investment Research Advisors, Inc. CIK 1419186 · View history	$837.00K 13,080 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2025	▾
18	Kestra Advisory Services, LLC CIK 1830819 · View history	$674.50K 10,539 shares	0.00%	+730(+7.40%)Added	SEC filing ↗ Nov 14, 2025	▾
19	Innovative Advisory Group, LLC CIK 2156202 · View history	$607.81K 9,497 shares	0.40%	0(0.00%)Unchanged	SEC filing ↗ Sep 23, 2026	▾
20	Mason & Associates Inc CIK 1917686 · View history	$486.40K 7,600 shares	0.10%	0(0.00%)Unchanged	SEC filing ↗ Nov 7, 2025	▾

Showing 20 / 45 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

1,365,277

Not deduplicated across managers

Disclosed value

$87.37M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Belpointe PREP, LLC · Q3 2025

Explore all 45 reporting institutions.

This page includes 20 of 45 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 45 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"080694102","quarter":"2025Q3","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.