13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

LIBERTY ALL STAR EQUITY FD

237 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 530158104·237 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.2%
vs prior quarter
13F value held
$222M
45.0% inst. owned
of float
Holders
237
-46 QoQ
filers reporting
Activity
+16 / −107
+852 added · −796 reduced
this quarter
Concentration
13.65%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

237 institutions reported LIBERTY ALL STAR EQUITY FD in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 13.7% of the visible book. -46 net institutions QoQ — distribution reading.

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
$13M2.4M1.57%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$13M2.3M0.00%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M1.5M0.00%Q1 202609
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$8M1.3M0.33%Q4 202510
Man Group plc
CIK 0001637460
$7M1.3M0.01%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M1.1M0.00%Q1 202612
1607 Capital Partners, LLC
CIK 0001436866
$6M1.3M0.46%Q1 202613
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$6M1.1M0.05%Q1 202614
Quarry LP
CIK 0001965207
$6M1.1M1.06%Q1 202615
Shaker Financial Services, LLC
CIK 0001511794
$5M949K1.83%Q1 202616
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$5M938K0.05%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M815K0.01%Q1 202618
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 0001034546
$4M642K0.26%Q1 202619
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$3M617K0.00%Q1 202620
Allspring Global Investments Holdings, LLC
CIK 0001890906
$3M614K0.01%Q1 2026
Page 1 of 12
217 more holders available. Log in →