13F Insight
DOSSIER · 13F Holders · Q1 2026

LIBERTY ALL STAR EQUITY FD

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

CUSIP 530158104·233 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$229M
visible holders
Holders
233
filers reporting
Concentration
13.19%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

233 institutions reported LIBERTY ALL STAR EQUITY FD in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 13.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$30M5.5M0.01%Q1 202602
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$29M5.2M1.44%Q1 202603
MORGAN STANLEY
CIK 0000895421
$26M4.7M0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$19M3.4M0.01%Q1 202605
Karpus Management, Inc.
CIK 0001048703
$17M3.1M0.54%Q1 202606
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 0001316187
$13M2.2M1.22%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$13M2.3M0.00%Q1 202608
Shaker Financial Services, LLC
CIK 0001511794
$10M1.6M3.00%Q2 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M1.5M0.00%Q1 202610
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$8M1.3M0.33%Q4 202511
Man Group plc
CIK 0001637460
$7M1.3M0.01%Q1 202612
Penserra Capital Management LLC
CIK 0001593324
$7M1.3M0.08%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M1.1M0.00%Q1 202614
1607 Capital Partners, LLC
CIK 0001436866
$6M1.3M0.46%Q1 202615
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$6M1.1M0.05%Q1 202616
Quarry LP
CIK 0001965207
$6M1.1M1.06%Q1 202617
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$5M938K0.05%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M815K0.01%Q1 202619
COHEN & STEERS, INC.
CIK 0001284812
$4M750K0.01%Q1 202620
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 0001034546
$4M642K0.26%Q1 2026
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