13F Insight
DOSSIER · 13F Holders · Q1 2026

LIBERTY ALL-STAR GROWTH FD I

83 institutions still hold LIBERTY ALL-STAR GROWTH FD I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 529900102·83 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$65M
visible holders
Holders
83
filers reporting
Concentration
30.87%
Karpus Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

83 institutions reported LIBERTY ALL-STAR GROWTH FD I in Q1 2026. Karpus Management, Inc. leads at 30.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Karpus Management, Inc.
CIK 0001048703
$20M4.2M0.63%Q1 202602
Shaker Financial Services, LLC
CIK 0001511794
$8M1.5M2.62%Q2 202603
1607 Capital Partners, LLC
CIK 0001436866
$7M1.3M0.64%Q2 202604
LPL Financial LLC
CIK 0001403438
$5M881K0.00%Q2 202605
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$3M620K0.03%Q2 202606
RPO LLC
CIK 0001885066
$3M572K10.29%Q2 202607
Almitas Capital LLC
CIK 0001596468
$3M467K0.61%Q2 202608
Saba Capital Management, L.P.
CIK 0001510281
$2M443K0.06%Q2 202609
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$2M434K0.30%Q2 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M323K0.00%Q2 202611
BOOTHBAY FUND MANAGEMENT, LLC
CIK 0001549230
$2M286K0.02%Q2 202612
PMG Family Office LLC
CIK 0002102299
$1M198K1.00%Q2 202613
Calamos Advisors LLC
CIK 0001316507
$1M185K0.00%Q2 202614
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$889K162K0.00%Q2 202615
Integrated Wealth Concepts LLC
CIK 0001737109
$784K143K0.00%Q2 202616
MORGAN STANLEY
CIK 0000895421
$759K139K0.00%Q2 202617
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$706K149K0.04%Q1 202618
XTX Topco Ltd
CIK 0001828301
$678K124K0.01%Q2 202619
EP Wealth Advisors, LLC
CIK 0001540569
$660K121K0.00%Q2 202620
Advisors Asset Management, Inc.
CIK 0001297376
$631K133K0.01%Q1 2026
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