13F Insight
DOSSIER · 13F Holders · Q2 2026

LIBERTY ALL STAR EQUITY FD

238 institutions still hold LIBERTY ALL STAR EQUITY FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 530158104·238 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$268M
visible holders
Holders
238
filers reporting
Concentration
12.68%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

238 institutions reported LIBERTY ALL STAR EQUITY FD in Q2 2026. MORGAN STANLEY leads at 12.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$34M5.9M0.00%Q2 202602
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$29M5.2M1.44%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$28M4.8M0.01%Q2 202604
Saba Capital Management, L.P.
CIK 0001510281
$22M3.9M0.58%Q2 202605
LPL Financial LLC
CIK 0001403438
$19M3.4M0.00%Q2 202606
Karpus Management, Inc.
CIK 0001048703
$17M3.1M0.54%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$13M2.2M0.00%Q2 202608
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 0001316187
$13M2.2M1.22%Q2 202609
Man Group plc
CIK 0001637460
$12M2.1M0.02%Q2 202610
Shaker Financial Services, LLC
CIK 0001511794
$10M1.6M3.00%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$9M1.6M0.00%Q2 202612
1607 Capital Partners, LLC
CIK 0001436866
$9M1.5M0.75%Q2 202613
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$8M1.3M0.33%Q4 202514
Allspring Global Investments Holdings, LLC
CIK 0001890906
$8M1.4M0.01%Q2 202615
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$8M1.3M0.05%Q2 202616
Penserra Capital Management LLC
CIK 0001593324
$7M1.3M0.08%Q1 202617
Quarry LP
CIK 0001965207
$6M1.0M0.51%Q2 202618
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$6M1.0M0.05%Q2 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M1.0M0.00%Q2 202620
Almitas Capital LLC
CIK 0001596468
$5M798K1.11%Q2 2026
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