13F Insight
DOSSIER · 13F Holders · Q1 2026

LIBERTY ALL-STAR GROWTH FD I

80 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 529900102·80 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$57M
visible holders
Holders
80
filers reporting
Concentration
35.14%
Karpus Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

80 institutions reported LIBERTY ALL-STAR GROWTH FD I in Q1 2026. Karpus Management, Inc. leads at 35.1% 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
$8M1.5M0.59%Q1 202604
LPL Financial LLC
CIK 0001403438
$4M898K0.00%Q1 202605
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$3M542K0.02%Q1 202606
RPO LLC
CIK 0001885066
$2M372K5.46%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M332K0.00%Q1 202608
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$2M330K0.23%Q1 202609
Calamos Advisors LLC
CIK 0001316507
$1M229K0.00%Q1 202610
PMG Family Office LLC
CIK 0002102299
$1M198K1.00%Q2 202611
BOOTHBAY FUND MANAGEMENT, LLC
CIK 0001549230
$883K186K0.01%Q1 202612
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$772K162K0.00%Q1 202613
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$706K149K0.04%Q1 202614
Integrated Wealth Concepts LLC
CIK 0001737109
$683K144K0.01%Q1 202615
Almitas Capital LLC
CIK 0001596468
$655K138K0.15%Q1 202616
Advisors Asset Management, Inc.
CIK 0001297376
$631K133K0.01%Q1 202617
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 0001316187
$614K112K0.06%Q2 202618
MORGAN STANLEY
CIK 0000895421
$614K129K0.00%Q1 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$527K111K0.00%Q1 202620
Dakota Wealth Management
CIK 0001631353
$414K87K0.01%Q1 2026
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