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Liberty All Star Equity Fund

Institutional holders · 13F as of Dec 31, 2025

230 holders

HolderValueShares% of shares
RIVERNORTH CAPITAL MANAGEMENT, LLC$35.37M5,632,499—
RAYMOND JAMES FINANCIAL INC$30.20M4,809,161—
LPL Financial LLC$19.47M3,350,925—
Morgan Stanley$18.87M3,005,226—
KARPUS MANAGEMENT, INC.$17.30M3,116,511—
ABSOLUTE INVESTMENT ADVISERS, LLC$13.40M2,415,106—
Royal Bank of Canada$12.60M2,271,108—
AMERIPRISE FINANCIAL INC$11.10M1,767,494—
1607 Capital Partners, LLC$8.50M1,353,935—
READYSTATE ASSET MANAGEMENT LP$8.22M1,309,522—
Shaker Financial Services, LLC$6.93M1,086,080—
Quarry LP$6.70M1,067,605—
WELLS FARGO & COMPANY/MN$6.47M1,030,657—
GUGGENHEIM CAPITAL LLC$6.14M1,105,423—
Wolverine Asset Management, LLC$5.21M938,186—
OSAIC HOLDINGS, INC.$5.16M822,035—
Almitas Capital LLC$5.05M804,614—
Cornerstone Advisors, LLC$4.99M794,984—
Man Group plc$4.07M648,300—
RPO LLC$3.60M573,700—
City of London Investment Management Company Limited$3.56M641,600—
TWO SIGMA INVESTMENTS, LP$3.42M616,604—
Cetera Investment Advisers$3.09M491,954—
JANE STREET GROUP, LLC$2.95M469,522—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.92M458,274—
The PNC Financial Services Group, Inc.$2.55M438,144—
Allspring Global Investments Holdings, LLC$2.53M402,996—
Invesco Ltd.$2.43M387,359—
UBS Group AG$2.40M382,415—
HighTower Advisors, LLC$2.37M377,416—
Integrated Wealth Concepts LLC$2.36M375,613—
Private Advisor Group, LLC$2.18M347,650—
Citadel Advisors LLC$2.09M332,821—
Kestra Advisory Services, LLC$2.06M327,921—
BANK OF AMERICA CORP /DE$2.02M320,881—
BOOTHBAY FUND MANAGEMENT, LLC$1.80M286,850—
PMG Family Office LLC$1.56M242,393—
XTX Topco Ltd$1.56M248,062—
COMMONWEALTH EQUITY SERVICES, LLC$1.48M235,824—
MINDSET WEALTH MANAGEMENT, LLC$1.46M232,399—
Logan Stone Capital, LLC$1.22M194,895—
CSS LLC/IL$1.15M207,228—
D.A. DAVIDSON & CO.$1.14M205,380—
NewEdge Advisors, LLC$1.09M173,934—
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.08M172,503—
KESTRA PRIVATE WEALTH SERVICES, LLC$1.07M170,080—
Westbourne Investment Advisors, Inc.$1.01M161,200—
Live Oak Private Wealth LLC$995.9K158,585—
BARTLETT & CO. WEALTH MANAGEMENT LLC$981.2K156,236—
FLYNN ZITO CAPITAL MANAGEMENT, LLC$962.8K153,310—
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