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Liberty All Star Equity Fund

Institutional holders · 13F as of Dec 31, 2025

230 holders

HolderValueShares% of shares
OPPENHEIMER & CO INC$942.9K150,151—
STIFEL FINANCIAL CORP$941.4K149,906—
RB Capital Management, LLC$920.3K146,542—
Advocate Investing Services LLC$887.0K141,248—
ASHTON THOMAS SECURITIES, LLC$831.3K132,370—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$780.3K124,253—
Ionic Capital Management LLC$770.0K138,731—
J.W. COLE ADVISORS, INC.$763.0K128,650—
TrueMark Investments, LLC$747.3K118,992—
KINGSWOOD WEALTH ADVISORS, LLC$736.4K117,260—
Concurrent Investment Advisors, LLC$710.8K113,191—
Mariner, LLC$707.9K127,977—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$701.7K111,739—
Golden State Equity Partners$677.3K107,850—
Samalin Investment Counsel, LLC$657.3K104,672—
Abel Hall, LLC$646.8K103,000—
Clear Creek Financial Management, LLC$626.8K99,807—
Institute for Wealth Management, LLC.$556.1K88,551—
Stockman Wealth Management, Inc.$552.6K99,563—
Advisors Asset Management, Inc.$540.6K86,088—
StoneX Group Inc.$533.2K83,141—
Allworth Financial LP$491.4K78,252—
Coquina Private Wealth LLC$486.0K77,392—
Mezzasalma Advisors, LLC$482.3K76,805—
Dakota Wealth Management$481.0K82,789—
Creative Planning$474.2K75,508—
&PARTNERS$466.7K84,080—
Patten Group, Inc.$439.3K69,949—
Baird Financial Group, Inc.$405.4K64,550—
Triumph Capital Management$397.5K63,298—
Prospera Financial Services Inc$387.0K61,614—
IHT Wealth Management, LLC$367.9K58,588—
Heritage Wealth Management, Inc.$361.7K57,594—
PRINCIPAL SECURITIES, INC.$343.9K61,969—
Calamos Advisors LLC$322.6K58,123—
Kovack Advisors, Inc.$319.0K50,788—
MCDONALD PARTNERS LLC$306.1K55,146—
Sage Capital Advisors,llc$301.2K47,959—
ENVESTNET ASSET MANAGEMENT INC$297.4K47,355—
Simplicity Wealth,LLC$287.7K45,817—
MSH Capital Advisors LLC$282.3K44,960—
Avior Wealth Management, LLC$273.7K43,577—
NWF Advisory Services Inc.$264.6K42,131—
BENJAMIN EDWARDS INC$260.7K41,515—
Beacon Pointe Advisors, LLC$259.5K41,322—
TWO SIGMA SECURITIES, LLC$250.3K39,853—
WealthTrust Asset Management, LLC$237.0K37,741—
Valmark Advisers, Inc.$235.9K42,497—
NBC SECURITIES, INC.$231.1K36,799—
AQR Capital Management, LLC$227.0K40,899—
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