LIBERTY ALL STAR EQUITY FUND (USA) — Institutional Holders, Q2 2026 (page 2)
229 institutional investment managers reported a USA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $376.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
USA 13F holders ranked 101–200 of 229
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Nelson, Van Denburg & Campbell Wealth Management Group#101 · 43,577 sh | 43,577 | $253.2K | — | 0.0% |
| 102 | BENJAMIN EDWARDS#102 · 42,075 sh | 42,075 | $244.4K | <0.01% | +0.1% |
| 103 | PRINCIPAL SECURITIES#103 · 41,820 sh | 41,820 | $243.0K | <0.01% | -32.5% |
| 104 | AQR CAPITAL MANAGEMENT#104 · 40,899 sh | 40,899 | $237.6K | <0.01% | 0.0% |
| 105 | DECISION INVESTMENTS#105 · 38,570 sh | 38,570 | $224.1K | — | +224.4% |
| 106 | NWF Advisory Services#106 · 38,549 sh | 38,549 | $224.0K | — | -7.5% |
| 107 | Institute for Wealth Management#107 · 38,369 sh | 38,369 | $222.9K | 0.02% | -56.9% |
| 108 | TRUIST FINANCIAL#108 · 37,276 sh | 37,276 | $216.6K | <0.01% | New |
| 109 | CHOREO#109 · 35,436 sh | 35,436 | $205.9K | <0.01% | +6.6% |
| 110 | MERCER GLOBAL ADVISORS#110 · 34,409 sh | 34,409 | $199.9K | <0.01% | -42.4% |
| 111 | Onyx Bridge Wealth Group#111 · 34,018 sh | 34,018 | $197.6K | — | +9.9% |
| 112 | Integrity Advisory Solutions#112 · 33,153 sh | 33,153 | $192.6K | 0.02% | +210.8% |
| 113 | Beacon Pointe Advisors#113 · 32,893 sh | 32,893 | $191.1K | <0.01% | -21.6% |
| 114 | Altus Wealth Group#114 · 31,769 sh | 31,769 | $184.6K | — | 0.0% |
| 115 | CAPTRUST FINANCIAL ADVISORS#115 · 31,225 sh | 31,225 | $181.4K | <0.01% | -9.9% |
| 116 | Global Retirement Partners#116 · 30,524 sh | 30,524 | $177.3K | <0.01% | — |
| 117 | Baird Financial Group#117 · 30,096 sh | 30,096 | $174.9K | <0.01% | +5.2% |
| 118 | MGO ONE SEVEN#118 · 29,838 sh | 29,838 | $173.4K | <0.01% | +148.3% |
| 119 | NBC SECURITIES#119 · 28,586 sh | 28,586 | $166.1K | — | -26.4% |
| 120 | OpenArc Corporate Advisory#120 · 27,893 sh | 27,893 | $162.1K | — | New |
| 121 | Focus Partners Wealth#121 · 27,485 sh | 27,485 | $159.7K | <0.01% | +0.1% |
| 122 | Astoria Portfolio Advisors#122 · 27,327 sh | 27,327 | $158.8K | 0.03% | +0.3% |
| 123 | Merit Financial Group#123 · 26,073 sh | 26,073 | $151.5K | <0.01% | +22.6% |
| 124 | Procyon Advisors#124 · 25,157 sh | 25,157 | $146.2K | — | +0.5% |
| 125 | CARY STREET PARTNERS FINANCIAL#125 · 25,000 sh | 25,000 | $145.3K | <0.01% | -3.6% |
| 126 | Ameritas Advisory Services#126 · 24,975 sh | 24,975 | $145.1K | <0.01% | 0.0% |
| 127 | Quad-Cities Investment Group#127 · 22,767 sh | 22,767 | $132.3K | — | -26.7% |
| 128 | Next Level Wealth Planning#128 · 22,605 sh | 22,605 | $131.3K | 0.06% | 0.0% |
| 129 | Cushing Capital Partners#129 · 22,031 sh | 22,031 | $128.0K | — | -0.1% |
| 130 | EP Wealth Advisors#130 · 21,735 sh | 21,735 | $126.3K | <0.01% | New |
| 131 | Triumph Capital Management#131 · 21,146 sh | 21,146 | $122.9K | — | -18.4% |
| 132 | INTEGRITY ALLIANCE#132 · 20,990 sh | 20,990 | $122.0K | <0.01% | +1.4% |
| 133 | TCG Advisory Services#133 · 20,764 sh | 20,764 | $120.6K | <0.01% | 0.0% |
| 134 | RFG Advisory#134 · 20,193 sh | 20,193 | $117.3K | <0.01% | +19.5% |
| 135 | NOMURA#135 · 20,000 sh | 20,000 | $116.2K | <0.01% | New |
| 136 | CoreCap Advisors#136 · 19,796 sh | 19,796 | $115.0K | — | +0.4% |
| 137 | United Community Bank#137 · 19,588 sh | 19,588 | $113.8K | 0.04% | +2.6% |
| 138 | VISTA INVESTMENT PARTNERS II#138 · 19,525 sh | 19,525 | $113.4K | — | 0.0% |
| 139 | INGALLS & SNYDER#139 · 19,414 sh | 19,414 | $113.0K | <0.01% | 0.0% |
| 140 | Warner Group#140 · 19,366 sh | 19,366 | $112.5K | 0.03% | New |
| 141 | PARK AVENUE SECURITIES#141 · 18,698 sh | 18,698 | $109.0K | — | New |
| 142 | Summit Financial#142 · 18,739 sh | 18,739 | $108.9K | <0.01% | New |
| 143 | Ancora Advisors#143 · 18,681 sh | 18,681 | $108.5K | <0.01% | -2.0% |
| 144 | Manske Wealth Management#144 · 18,519 sh | 18,519 | $107.6K | — | 0.0% |
| 145 | Smith Asset Management#145 · 18,202 sh | 18,202 | $105.8K | — | -1.9% |
| 146 | Beacon Capital Management#146 · 18,184 sh | 18,184 | $105.6K | — | 0.0% |
| 147 | MILLENNIUM MANAGEMENT#147 · 17,769 sh | 17,769 | $103.2K | 0.00% | 0.0% |
| 148 | Mendel Capital Management#148 · 17,750 sh | 17,750 | $103.1K | 0.05% | 0.0% |
| 149 | Avidian Wealth Solutions#149 · 17,650 sh | 17,650 | $102.5K | — | +1.6% |
| 150 | ACCREDITED INVESTOR SERVICES#150 · 17,204 sh | 17,204 | $100.0K | — | +53.4% |
| 151 | Quantum Private Wealth#151 · 16,715 sh | 16,715 | $97.1K | — | 0.0% |
| 152 | Harbour Wealth Management Group#152 · 16,495 sh | 16,495 | $95.8K | 0.06% | +2.3% |
| 153 | STEPHENS#153 · 16,346 sh | 16,346 | $95.0K | <0.01% | +2.3% |
| 154 | Golden State Wealth Management#154 · 16,174 sh | 16,174 | $94.0K | <0.01% | +2.6% |
| 155 | AMERIFLEX GROUP#155 · 16,085 sh | 16,085 | $93.5K | 0.04% | +2.6% |
| 156 | SAX WEALTH ADVISORS#156 · 16,760 sh | 16,760 | $93.0K | — | 0.0% |
| 157 | HRT FINANCIAL#157 · 16,147 sh | 16,147 | $93.0K | <0.01% | New |
| 158 | NORTHERN#158 · 15,915 sh | 15,915 | $92.5K | 0.00% | -55.3% |
| 159 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#159 · 15,800 sh | 15,800 | $91.8K | 0.00% | -29.3% |
| 160 | Stratos Wealth Partners, LTD.#160 · 15,661 sh | 15,661 | $91.0K | <0.01% | +14.3% |
| 161 | Community Financial Services Group#161 · 15,118 sh | 15,118 | $88.0K | — | 0.0% |
| 162 | Graves-Light Private Wealth Management#162 · 15,000 sh | 15,000 | $87.2K | — | 0.0% |
| 163 | Three Magnolias Financial Advisors#163 · 15,000 sh | 15,000 | $87.2K | — | +20.0% |
| 164 | WEBSTER BANK, N. A.#164 · 14,933 sh | 14,933 | $86.8K | <0.01% | 0.0% |
| 165 | MRA Advisory Group#165 · 14,633 sh | 14,633 | $85.0K | — | +2.6% |
| 166 | Concorde Asset Management#166 · 14,350 sh | 14,350 | $83.4K | 0.05% | -3.4% |
| 167 | Rockefeller Capital Management L.P.#167 · 14,293 sh | 14,293 | $83.0K | <0.01% | +24.1% |
| 168 | One Capital Management#168 · 14,915 sh | 14,915 | $82.8K | <0.01% | 0.0% |
| 169 | Resurgent Financial Advisors#169 · 13,943 sh | 13,943 | $81.0K | 0.02% | New |
| 170 | PCM Encore#170 · 13,651 sh | 13,651 | $79.3K | 0.01% | +35.1% |
| 171 | Shulman DeMeo Asset Management#171 · 13,348 sh | 13,348 | $77.6K | — | 0.0% |
| 172 | PRIMORIS WEALTH ADVISORS#172 · 12,376 sh | 12,376 | $71.9K | 0.03% | -1.0% |
| 173 | FMB WEALTH MANAGEMENT#173 · 11,719 sh | 11,719 | $68.1K | 0.03% | 0.0% |
| 174 | OneDigital Investment Advisors#174 · 11,475 sh | 11,475 | $66.7K | <0.01% | 0.0% |
| 175 | CIBC Bancorp USA#175 · 11,325 sh | 11,325 | $65.8K | <0.01% | 0.0% |
| 176 | TWO SIGMA SECURITIES#176 · 11,308 sh | 11,308 | $65.7K | <0.01% | -72.6% |
| 177 | SILVER OAK SECURITIES#177 · 11,275 sh | 11,275 | $65.5K | <0.01% | -64.4% |
| 178 | WealthShield Partners#178 · 11,148 sh | 11,148 | $64.8K | <0.01% | -32.2% |
| 179 | SILVERLAKE WEALTH MANAGEMENT#179 · 11,075 sh | 11,075 | $64.3K | — | 0.0% |
| 180 | Bensler#180 · 11,019 sh | 11,019 | $64.0K | <0.01% | -9.6% |
| 181 | Fiduciary Alliance#181 · 10,897 sh | 10,897 | $63.3K | — | 0.0% |
| 182 | Meridian Wealth Management#182 · 10,851 sh | 10,851 | $63.0K | <0.01% | 0.0% |
| 183 | Farther Finance Advisors#183 · 10,802 sh | 10,802 | $62.8K | — | -47.5% |
| 184 | Investmark Advisory Group#184 · 10,710 sh | 10,710 | $62.2K | — | +2.6% |
| 185 | Apollon Wealth Management#185 · 10,433 sh | 10,433 | $60.6K | — | 0.0% |
| 186 | Fifth Third Wealth Advisors#186 · 10,425 sh | 10,425 | $60.6K | — | 0.0% |
| 187 | Pinnacle Wealth Planning Services#187 · 10,339 sh | 10,339 | $60.1K | — | +16.3% |
| 188 | FIFTH THIRD BANCORP#188 · 8,480 sh | 8,480 | $49.3K | <0.01% | +6.5% |
| 189 | HAZLETT, BURT & WATSON#189 · 7,595 sh | 7,595 | $45.0K | 0.01% | 0.0% |
| 190 | Crews Bank#190 · 7,142 sh | 7,142 | $41.5K | <0.01% | 0.0% |
| 191 | Nova Wealth Management#191 · 6,363 sh | 6,363 | $37.0K | 0.02% | 0.0% |
| 192 | HARBOUR INVESTMENTS#192 · 6,151 sh | 6,151 | $35.7K | <0.01% | +46.9% |
| 193 | WPG Advisers#193 · 4,747 sh | 4,747 | $27.6K | 0.02% | +18.1% |
| 194 | Federation des caisses Desjardins du Quebec#194 · 4,400 sh | 4,400 | $25.6K | <0.01% | 0.0% |
| 195 | Quent Capital#195 · 4,236 sh | 4,236 | $24.6K | <0.01% | New |
| 196 | Kilter Group#196 · 4,000 sh | 4,000 | $23.2K | <0.01% | 0.0% |
| 197 | Parallel Advisors#197 · 3,983 sh | 3,983 | $23.1K | <0.01% | +7.0% |
| 198 | Colonial / SC#198 · 3,867 sh | 3,867 | $22.4K | <0.01% | 0.0% |
| 199 | Noble Wealth Management PBC#199 · 3,420 sh | 3,420 | $19.9K | — | 0.0% |
| 200 | IFP Advisors#200 · 2,873 sh | 2,873 | $16.7K | — | +2.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.