USA institutional holders

LIBERTY ALL STAR EQUITY FD · 13F, 2026Q2

Managers holding227
Shares held65,258,221
Reported value$379.2m
Quarter flows34 new, 83 added, 60 trimmed, 26 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY5,858,880$34.0m0.0%
RAYMOND JAMES FINANCIAL INC4,806,233$27.9m0.0%
RIVERNORTH CAPITAL MANAGEMENT, LLC4,332,937$25.2m1.2%
Saba Capital Management, L.P.3,859,939$22.4m0.6%
LPL Financial LLC3,350,925$19.5m0.0%
Karpus Management, Inc.3,271,867$19.0m0.5%
ROYAL BANK OF CANADA2,198,363$12.8m0.0%
ABSOLUTE INVESTMENT ADVISERS, LLC2,176,489$12.6m0.4%
Man Group plc2,112,762$12.3m0.0%
Janney Montgomery Scott LLC1,661,308$9.7m0.0%
Shaker Financial Services, LLC1,646,776$9.6m3.0%
AMERIPRISE FINANCIAL INC1,557,640$9.1m0.0%
1607 Capital Partners, LLC1,484,739$8.6m0.8%
Allspring Global Investments Holdings, LLC1,373,425$8.0m0.0%
GUGGENHEIM CAPITAL LLC1,341,706$7.8m0.0%
Penserra Capital Management LLC1,299,730$7.6m0.1%
Cambridge Investment Research Advisors, Inc.1,146,488$6.7m0.0%
Quarry LP1,046,465$6.1m0.5%
WOLVERINE ASSET MANAGEMENT LLC1,029,320$6.0m0.1%
WELLS FARGO & COMPANY/MN1,004,531$5.8m0.0%
Almitas Capital LLC798,342$4.6m1.1%
OSAIC HOLDINGS, INC.793,160$4.6m0.0%
RPO LLC690,200$4.0m13.2%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD659,069$3.8m0.2%
COHEN & STEERS, INC.645,000$3.7m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("USA"). USA price history · All 13F data

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