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On this page, we present all of the funds holding OZ from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding OZ, with a link to that fund's top holdings. The next columns
indicate the amount of OZ stock held by each of the funds holding OZ, followed by the OZ position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 39 funds holding OZ within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Empirical Financial Services LLC d.b.a. Empirical Wealth Management. For more details on the positions held by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
(or by any of the other funds holding OZ), click the fund name in the "Holder" column of the funds-holding-OZ table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 275,137 | $21,254 | 12/31/2023 | | OZ | 275,137 | $21,254 | 12/31/2023 | | Precision Wealth Strategies LLC | 241,329 | $18,643 | 12/31/2023 | | OZ | 241,329 | $18,643 | 12/31/2023 | | Belpointe Asset Management LLC | 197,433 | $15,252 | 12/31/2023 | | OZ | 197,433 | $15,252 | 12/31/2023 | | United Asset Strategies Inc. | 94,250 | $5,739 | 03/31/2024 | | OZ | 94,250 | $5,739 | 03/31/2024 | | AE Wealth Management LLC | 69,428 | $5,363 | 12/31/2023 | | OZ | 69,428 | $5,363 | 12/31/2023 | | Lincoln National Corp | 55,000 | $4,249 | 12/31/2023 | | OZ | 55,000 | $4,249 | 12/31/2023 | | Ratio Wealth Group | 36,790 | $2,842 | 12/31/2023 | | OZ | 36,790 | $2,842 | 12/31/2023 | | Wealth Alliance | 28,474 | $2,200 | 12/31/2023 | | OZ | 28,474 | $2,200 | 12/31/2023 | | Fountainhead AM LLC | 27,919 | $2,157 | 12/31/2023 | | OZ | 27,919 | $2,157 | 12/31/2023 | | B.O.S.S. Retirement Advisors LLC | 24,115 | $1,863 | 12/31/2023 | | OZ | 24,115 | $1,863 | 12/31/2023 | | Mariner LLC | 23,885 | $1,845 | 12/31/2023 | | OZ | 23,885 | $1,845 | 12/31/2023 | | Rockefeller Capital Management L.P. | 18,360 | $1,418 | 12/31/2023 | | OZ | 18,360 | $1,418 | 12/31/2023 | | Kestra Advisory Services LLC | 14,164 | $1,094 | 12/31/2023 | | OZ | 14,164 | $1,094 | 12/31/2023 | | Keystone Wealth Services LLC | 15,558 | $947 | 03/31/2024 | | OZ | 15,558 | $947 | 03/31/2024 | | Atomi Financial Group Inc. | 9,625 | $744 | 12/31/2023 | | OZ | 9,625 | $744 | 12/31/2023 | | Susquehanna International Group LLP | 9,588 | $741 | 12/31/2023 | | OZ | 9,588 | $741 | 12/31/2023 | | Mason & Associates Inc | 9,700 | $591 | 03/31/2024 | | OZ | 9,700 | $591 | 03/31/2024 | | Citadel Advisors LLC | 7,611 | $588 | 12/31/2023 | | OZ | 7,611 | $588 | 12/31/2023 | | Cetera Advisors LLC | 5,230 | $404 | 12/31/2023 | | OZ | 5,230 | $404 | 12/31/2023 | | UBS Group AG | 4,950 | $382 | 12/31/2023 | | OZ | 4,950 | $382 | 12/31/2023 | | Fortitude Advisory Group L.L.C. | 4,567 | $353 | 12/31/2023 | | OZ | 4,567 | $353 | 12/31/2023 | | Texas Yale Capital Corp. | 4,200 | $324 | 12/31/2023 | | OZ | 4,200 | $324 | 12/31/2023 | | Synergy Financial Management LLC | 5,225 | $318 | 03/31/2024 | | OZ | 5,225 | $318 | 03/31/2024 | | Outlook Wealth Advisors LLC | 4,996 | $304 | 03/31/2024 | | OZ | 4,996 | $304 | 03/31/2024 | | Morgan Stanley | 3,939 | $304 | 12/31/2023 | | OZ | 3,939 | $304 | 12/31/2023 | | Foundations Investment Advisors LLC | 3,893 | $301 | 12/31/2023 | | OZ | 3,893 | $301 | 12/31/2023 | | Coppell Advisory Solutions LLC | 3,609 | $279 | 12/31/2023 | | OZ | 3,609 | $279 | 12/31/2023 | | Lokken Investment Group LLC | 3,399 | $263 | 12/31/2023 | | OZ | 3,399 | $263 | 12/31/2023 | | Integrated Advisors Network LLC | 3,350 | $259 | 12/31/2023 | | OZ | 3,350 | $259 | 12/31/2023 | | Fulton Bank N.A. | 4,060 | $247 | 03/31/2024 | | OZ | 4,060 | $247 | 03/31/2024 | | Merit Financial Group LLC | 3,150 | $243 | 12/31/2023 | | OZ | 3,150 | $243 | 12/31/2023 | | RMR Wealth Builders | 3,823 | $233 | 03/31/2024 | | OZ | 3,823 | $233 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 3,582 | $218 | 03/31/2024 | | OZ | 3,582 | $218 | 03/31/2024 | | Royal Bank of Canada | 2,060 | $159 | 12/31/2023 | | OZ | 2,060 | $159 | 12/31/2023 | | CWM LLC | 2,520 | $153 | 03/31/2024 | | OZ | 2,520 | $153 | 03/31/2024 | | Bank of America Corp DE | 1,904 | $147 | 12/31/2023 | | OZ | 1,904 | $147 | 12/31/2023 | | Advisor Group Holdings Inc. | 1,313 | $101 | 12/31/2023 | | OZ | 1,313 | $101 | 12/31/2023 | | Cambridge Trust Co. | 593 | $46 | 12/31/2023 | | OZ | 593 | $46 | 12/31/2023 | | Creekmur Asset Management LLC | 265 | $20 | 12/31/2023 | | OZ | 265 | $20 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | OZ | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of OZ
See Details: Top 10 Hedge Funds Holding OZ
Also See: OZ Holdings Changes
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