Advocate Investing Services LLC
Position in USA — Liberty All Star Equity Fund
CIK 2110509
WOODBINE, MD
Position in USA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$878,721
+$55,274 QoQ
Shares Held
151,243
+1.9% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#62
of 228 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Advocate Investing Services LLC holds $4,488,610 across 25 Asset Management names. USA ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IFN |
Aberdeen India Fund, Inc.
|
83,668 | $983,099 | |
| 2 | USA |
Liberty All Star Equity Fund
This page
|
151,243 | $878,721 | |
| 3 | GAM |
General American Investors Co Inc
|
12,269 | $782,148 | |
| 4 | ARCC |
Ares Capital Corp
|
17,410 | $322,607 | |
| 5 | AOD |
abrdn Total Dynamic Dividend Fund
|
31,000 | $319,610 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
10,300 | $309,309 | |
| 7 | BX |
Blackstone Inc.
|
1,812 | $213,218 | |
| 8 | KKR |
KKR & Co. Inc.
|
1,400 | $128,492 |
All Filings in USA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,721 | 151,243 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $823,447 | 148,369 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $887,037 | 141,248 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||