USA — Liberty All Star Equity Fd Institutional Holders · Q3 2026
Who owns Liberty All Star Equity Fd (USA)? 9 institutions reported holding $998,054 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Decision Investments, Inc ($222,549), David J Yvars Group ($191,838), Avidian Wealth Enterprises, LLC ($160,242).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | DECISION INVESTMENTS, INC | $222,549 | 38,570 | Hold |
| 2 | David J Yvars Group | $191,838 | 33,247 | New |
| 3 | Avidian Wealth Enterprises, LLC | $160,242 | 27,772 | Added |
| 4 | CoreCap Advisors, LLC | $103,341 | 17,909 | Trimmed |
| 5 | MRA Advisory Group | $86,785 | 15,041 | Added |
| 6 | Graves Light Lenhart Wealth, Inc. | $86,550 | 15,000 | Hold |
| 7 | Shulman DeMeo Asset Management LLC | $77,552 | 13,348 | Hold |
| 8 | Farther Finance Advisors, LLC | $52,349 | 9,073 | Trimmed |
| 9 | Noble Wealth Management PBC | $16,848 | 2,920 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30