OZ(OZ)
OZ
Institutional Ownership
Top 58 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 241.02K | Jun 30, 26 | -5.61K | 6.18% |
| United Asset Strategies, Inc. | 88.72K | Jun 30, 26 | -632 | 2.28% |
| Brookwood Investment Group LLC | 35.99K | Jun 30, 26 | -1.88K | 0.92% |
| Mason & Associates Inc | 24.64K | Jun 30, 26 | -700 | 0.63% |
| SHEETS SMITH WEALTH MANAGEMENT | 21.78K | Jun 30, 26 | -- | 0.56% |
| B.O.S.S. Retirement Advisors, LLC | 14.96K | Jun 30, 26 | -137 | 0.38% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.87K | Jun 30, 26 | -- | 0.12% |
| Accurate Wealth Management, LLC | 4.56K | Jun 30, 26 | -1 | 0.12% |
| Abound Wealth Management | 3.65K | Jun 30, 26 | -- | 0.09% |
| EASTERN BANK | 593 | Jun 30, 26 | -- | 0.02% |
| FULTON BANK, N.A. | -- | Jun 30, 26 | -4.06K | -- |
| Precision Wealth Strategies, LLC | 240.69K | Mar 31, 26 | -6.27K | 6.17% |
| Belpointe Asset Management LLC | 226.46K | Mar 31, 26 | +7.24K | 5.81% |
| ADVISOR GROUP HOLDINGS, INC. | 94.08K | Mar 31, 26 | +37.73K | 2.41% |
| Lido Advisors, LLC | 63.82K | Mar 31, 26 | -400 | 1.64% |
| Wealth Alliance | 22.98K | Mar 31, 26 | -5.50K | 0.59% |
| Robertson Stephens Wealth Management, LLC | 21.20K | Mar 31, 26 | -- | 0.54% |
| Rockefeller Capital Management L.P. | 18.36K | Mar 31, 26 | -- | 0.47% |
| Cetera Investment Advisers | 18.33K | Mar 31, 26 | -- | 0.47% |
| Mariner, LLC | 17.49K | Mar 31, 26 | -- | 0.45% |
| LPL Financial LLC | 16.45K | Mar 31, 26 | -25 | 0.42% |
| Navis Wealth Advisors, LLC | 16.23K | Mar 31, 26 | +16.23K | 0.42% |
| U.S. Capital Wealth Advisors, LLC | 15.89K | Mar 31, 26 | -- | 0.41% |
| Keystone Wealth Services, LLC | 15.56K | Mar 31, 26 | -- | 0.40% |
| Cambridge Investment Research Advisors, Inc. | 13.08K | Mar 31, 26 | -- | 0.34% |
| Kestra Advisory Services, LLC | 10.54K | Mar 31, 26 | -- | 0.27% |
| Foundations Investment Advisors, LLC | 8.01K | Mar 31, 26 | +1.96K | 0.21% |
| Mutual Advisors, LLC | 7.50K | Mar 31, 26 | -- | 0.19% |
| BROWN ADVISORY INC | 5.61K | Mar 31, 26 | -- | 0.14% |
| KINGSWOOD WEALTH ADVISORS, LLC | 5.34K | Mar 31, 26 | +1.06K | 0.14% |
| NewEdge Wealth, LLC | 5.28K | Mar 31, 26 | +5.28K | 0.14% |
| Outlook Wealth Advisors, LLC | 5.00K | Mar 31, 26 | -- | 0.13% |
| SMART Wealth LLC | 4.94K | Mar 31, 26 | -- | 0.13% |
| Texas Yale Capital Corp. | 4.20K | Mar 31, 26 | -- | 0.11% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.94K | Mar 31, 26 | -- | 0.10% |
| XTX Topco Ltd | 3.86K | Mar 31, 26 | +3.86K | 0.10% |
| UBS Group AG | 3.42K | Mar 31, 26 | -829 | 0.09% |
| MORGAN STANLEY | 3.21K | Mar 31, 26 | -1.65K | 0.08% |
| REAP Financial Group, LLC | 970 | Mar 31, 26 | -3.53K | 0.02% |
| Fountainhead AM, LLC | 373 | Mar 31, 26 | -- | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 7 | Mar 31, 26 | +7 | 0.00% |
| CITADEL ADVISORS LLC | -- | Mar 31, 26 | -4.30K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Mar 31, 26 | -400 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Mar 31, 26 | -3.39K | -- |
| Integrated Advisors Network LLC | -- | Mar 31, 26 | -3.35K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Mar 31, 26 | -8.60K | -- |
| Coppell Advisory Solutions LLC | -- | Mar 31, 26 | -6.15K | -- |
| AE Wealth Management LLC | -- | Mar 31, 26 | -3.28K | -- |
| RAYMOND JAMES FINANCIAL INC | -- | Mar 31, 26 | -3.83K | -- |
| BANK OF AMERICA CORP /DE/ | -- | Mar 31, 26 | -1.50K | -- |
| Lokken Investment Group LLC | 3.57K | Sep 30, 25 | -- | 0.09% |
| Congress Wealth Management LLC / DE / | 43.94K | Jun 30, 25 | -- | 1.13% |
| Raymond James Financial Services Advisors, Inc. | 3.58K | Sep 30, 24 | -- | 0.09% |
| Ratio Wealth Group | 36.79K | Mar 31, 24 | -- | 0.94% |
| Cetera Advisors LLC | 5.23K | Mar 31, 24 | -- | 0.13% |
| Coppell Advisory Solutions Corp. | 3.61K | Mar 31, 24 | +3.61K | 0.09% |
| CAMBRIDGE TRUST CO | 593 | Mar 31, 24 | -- | 0.02% |
| Claraphi Advisory Network, LLC | 13.22K | Dec 31, 22 | +6.61K | 0.34% |