Belpointe Prep, LLC: which funds bought and sold

Institutions that bought and sold Belpointe Prep shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 8 institutions that filed 13F reports for both quarters added to or opened positions in Belpointe Prep, and 19 cut or closed them. Together they sold a net 54K shares, −4.0% on what they held at the start of the quarter. 4 opened a new position and 6 sold out entirely.

Bought, Q2 2026 8 institutions, 4 of them new holders Sold, Q2 2026 19 institutions, 6 of them sold out

Net change, all compared −54K shares (−4.0%)

Net change, active managers 0 shares (0.0%), 0 bought, 0 sold

Buyers versus sellers

institutions compared, 48

8 bought 21 19 sold

Active managers and hedge funds 0 bought · 0 sold · 0

Index fund managers 0 bought · 0 sold · 0

Other institutions 8 bought · 19 sold · −54K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Arax Advisory Partners	+16K New position	16K	$719,658
Cambridge Investment Research Advisors, Inc.	+13K +100.0%	26K	$1.2M
LPL Financial LLC	+9,064 +55.1%	26K	$1.2M
Tounjian Advisory Partners, LLC	+6,273 New position	6,273	$284,104
Central Trust Co	+3,899 New position	3,899	$176,586
BNP Paribas Financial Markets	+600 New position	600	$27,174
UBS Group AG	+593 +17.3%	4,012	$181,704
Jones Financial Companies LLLP	+3 +42.9%	10	$451

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Lido Advisors, LLC	−41K −64.1%	23K	$1M
Kestra Advisory Services, LLC	−11K Sold out	0	—
Belpointe Asset Management LLC	−8,858 −3.9%	218K	$9.9M
Precision Wealth Strategies, LLC	−5,687 −2.4%	235K	$10.6M
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management	−5,614 −2.3%	241K	$10.9M
Mariner, LLC	−5,516 −31.5%	12K	$542,257
Texas Yale Capital Corp.	−4,200 Sold out	0	—
Fulton Bank, N.A.	−4,060 Sold out	0	—
Moneta Group Investment Advisors LLC	−3,935 Sold out	0	—
Xtx Topco Ltd	−3,859 Sold out	0	—
Cetera Investment Advisers	−3,474 −19.0%	15K	$672,828
Foundations Investment Advisors, LLC	−1,962 −24.5%	6,052	$274,095
Brookwood Investment Group LLC	−1,876 −5.0%	36K	$1.6M
Hamrick Investment Counsel, LLC	−1,270 Sold out	0	—
Mason & Associates Inc	−700 −2.8%	25K	$1.1M
United Asset Strategies, Inc.	−632 −0.7%	89K	$4M
B.O.S.S. Retirement Advisors, LLC	−137 −0.9%	15K	$677,493
Obsidian Cio, LLC	−81 −21.7%	292	$13,225
Accurate Wealth Management, LLC	−1 0.0%	4,557	$205,976

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

New positions

largest by value

Institution	Shares	Value June 30, 2026
Arax Advisory Partners	16K	$719,658
Tounjian Advisory Partners, LLC	6,273	$284,104
Central Trust Co	3,899	$176,586
BNP Paribas Financial Markets	600	$27,174

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Kestra Advisory Services, LLC	11K	$560,675
Texas Yale Capital Corp.	4,200	$223,440
Fulton Bank, N.A.	4,060	$215,992
Moneta Group Investment Advisors LLC	3,935	$209,342
Xtx Topco Ltd	3,859	$205,299
Hamrick Investment Counsel, LLC	1,270	$67,564

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 42
Ten largest holders: 79.2%
Index fund managers: 0.0%
Active managers and hedge funds: 0.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	0	0	0	0	0	0.0%
Index fund managers	0	0	0	0	0	—
Other institutions	8	19	4	6	−54K	−4.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Belpointe Prep.

Only managers that filed a holdings report for both quarters are compared (48 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to Belpointe Prep, LLC · Insiders · Politicians