9 institutions reported holding $786,735 of LIBERTY ALL STAR EQUITY FD (USA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Avior Wealth Management, LLC ($253,182), Quad-Cities Investment Group, LLC ($132,278), CoreCap Advisors, LLC ($115,014), Graves Light Lenhart Wealth, Inc. ($87,150), MRA Advisory Group ($85,020). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avior Wealth Management, LLC | $253,182 | 43,577 | Hold |
| 2 | Quad-Cities Investment Group, LLC | $132,278 | 22,767 | Trimmed |
| 3 | CoreCap Advisors, LLC | $115,014 | 19,796 | Added |
| 4 | Graves Light Lenhart Wealth, Inc. | $87,150 | 15,000 | Hold |
| 5 | MRA Advisory Group | $85,020 | 14,633 | Added |
| 6 | Shulman DeMeo Asset Management LLC | $77,552 | 13,348 | Hold |
| 7 | Noble Wealth Management PBC | $19,870 | 3,420 | Hold |
| 8 | Hilltop National Bank | $16,669 | 2,869 | Hold |
| 9 | Beaird Harris Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30