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Liberty All Star Equity Fund

Institutional holders · 13F as of Dec 31, 2025

230 holders

HolderValueShares% of shares
Quad-Cities Investment Group, LLC$220.7K35,140—
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$206.5K37,216—
Altus Wealth Group LLC$201.8K32,139—
Astoria Portfolio Advisors LLC.$199.2K33,478—
PFG Investments, LLC$193.4K30,793—
Onyx Bridge Wealth Group LLC$181.8K28,952—
MERCER GLOBAL ADVISORS INC /ADV$174.9K27,850—
Focus Partners Wealth$172.5K27,460—
EVOLVE PRIVATE WEALTH, LLC$168.9K26,436—
CARY STREET PARTNERS FINANCIAL LLC$162.8K25,925—
CAPTRUST FINANCIAL ADVISORS$160.8K25,611—
Procyon Advisors, LLC$160.0K25,473—
Ameritas Advisory Services, LLC$156.8K24,975—
Bensler, LLC$155.6K24,784—
Fisher Asset Management, LLC$149.6K23,828—
Next Level Wealth Planning, LLC$142.0K22,605—
Cushing Capital Partners, LLC$138.4K22,044—
Concorde Asset Management, LLC$132.8K21,140—
Farther Finance Advisors, LLC$126.2K20,101—
Kapstone Financial Advisors LLC$125.6K20,000—
VISTA INVESTMENT PARTNERS II, LLC$124.8K19,875—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$124.0K22,348—
CoreCap Advisors, LLC$122.9K19,567—
Wealthcare Advisory Partners LLC$122.9K19,566—
US BANCORP \DE$117.5K18,714—
Smith Asset Management Co., LLC$117.1K18,651—
Manske Wealth Management$116.3K18,519—
Ancora Advisors LLC$115.8K18,437—
INTEGRITY ALLIANCE, LLC.$114.9K20,695—
Beacon Capital Management, LLC$114.1K18,170—
United Community Bank$113.3K18,039—
RFG Advisory, LLC$106.1K16,901—
CERTUITY, LLC$105.8K16,844—
Avidian Wealth Enterprises, LLC$105.4K16,780—
SAX WEALTH ADVISORS, LLC$105.3K16,760—
Quantum Private Wealth, LLC$105.0K16,715—
WealthShield Partners, LLC$102.8K16,362—
Rockefeller Capital Management L.P.$100.7K16,040—
AlphaCore Capital LLC$100.3K15,545—
Millennium Management LLC$98.6K17,769—
One Capital Management, LLC$97.4K15,505—
MGO ONE SEVEN LLC$97.4K15,505—
Harbour Wealth Management Group, Inc.$95.8K16,495—
STEPHENS INC /AR$95.2K15,167—
Graves Light Lenhart Wealth, Inc.$94.2K15,000—
Golden State Wealth Management, LLC$93.5K14,895—
AMERIFLEX GROUP, INC.$93.1K14,819—
World Investment Advisors$91.5K14,570—
Steward Partners Investment Advisory, LLC$87.3K13,903—
MRA Advisory Group$84.5K13,454—
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