# LIBERTY ALL STAR EQUITY FD (USA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/USA/

- Reporting holders: 9
- Reported value: $998.1K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [DECISION INVESTMENTS, INC](https://holderbook.com/funds/2111652-decision-investments-inc/) | $222.5K | 38,570 | 0.2% | 4 |
| [David J Yvars Group](https://holderbook.com/funds/1836266-david-j-yvars-group/) | $191.8K | 33,247 | 0.1% | 1 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $160.2K | 27,772 | 0.0% | 10 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $103.3K | 17,909 | 0.0% | 9 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $86.8K | 15,041 | 0.0% | 19 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $86.5K | 15,000 | 0.0% | 29 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $77.6K | 13,348 | 0.0% | 21 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $52.3K | 9,073 | 0.0% | 10 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $16.8K | 2,920 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $998.1K |
| Q2 2026 | 228 | $399.7M |
| Q1 2026 | 218 | $318.3M |
| Q4 2025 | 226 | $353.3M |
| Q3 2025 | 209 | $265.9M |
| Q2 2025 | 192 | $251.6M |
| Q1 2025 | 190 | $212.8M |
| Q4 2024 | 192 | $207.8M |
| Q3 2024 | 174 | $205.8M |
| Q2 2024 | 179 | $196.8M |
| Q1 2024 | 178 | $243.0M |
| Q4 2023 | 183 | $201.0M |