DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield

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

—

▲ 3.8%

vs prior quarter

13F value held

$57M

73.0% inst. owned

of float

Holders

80

+90 QoQ

filers reporting

Activity

+86 / −113

+1,023 added · −785 reduced

this quarter

Concentration

34.89%

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 34.9% of the visible book. +90 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Karpus Management, Inc.

$20M4.2M0.63%Q1 2026 02

Shaker Financial Services, LLC

$9M1.8M3.04%Q1 2026 03

1607 Capital Partners, LLC

$8M1.5M0.59%Q1 2026 04

LPL Financial LLC

$4M898K0.00%Q1 2026 05

WOLVERINE ASSET MANAGEMENT LLC

$3M542K0.02%Q1 2026 06

$2M372K5.46%Q1 2026 07

WELLS FARGO & COMPANY/MN

$2M332K0.00%Q1 2026 08

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

$2M330K0.23%Q1 2026 09

Calamos Advisors LLC

$1M229K0.00%Q1 2026 10

PMG Family Office LLC

$939,018198K1.05%Q1 2026 11

BOOTHBAY FUND MANAGEMENT, LLC

$882,678186K0.01%Q1 2026 12

ABSOLUTE INVESTMENT ADVISERS, LLC

$805,458170K0.09%Q1 2026 13

TWO SIGMA INVESTMENTS, LP

$771,647162K0.00%Q1 2026 14

RIVERNORTH CAPITAL MANAGEMENT, LLC

$706,316149K0.04%Q1 2026 15

Integrated Wealth Concepts LLC

$683,099144K0.01%Q1 2026 16

Almitas Capital LLC

$655,429138K0.15%Q1 2026 17

Advisors Asset Management, Inc.

$630,867133K0.01%Q1 2026 18

$613,837129K0.00%Q1 2026 19

AMERIPRISE FINANCIAL INC

$526,666111K0.00%Q1 2026 20

Dakota Wealth Management

$414,33887K0.01%Q1 2026

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