DENVER, CO
LIBERTY ALL STAR EQUITY FUNDUSA— Latest position per institution from SEC 13F filings
15
Institutional holders
46.48M
Total shares held
254.92M
Estimated value
2.32M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
5.86M
Value
34.04M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
4.81M
Value
27.92M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
4.33M
Value
25.17M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
3.86M
Value
22.43M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
3.35M
Value
19.47M
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
3.27M
Value
19.01M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
2.20M
Value
12.77M
Filed
Jun 30, 2026
MAN GROUP PLC
CIK 1637460
Shares
2.11M
Value
12.28M
Filed
Jun 30, 2026
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 1316187
Shares
1.87M
Value
10.81M
Filed
Sep 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
1.68M
Value
11.95M
Filed
Sep 30, 2024
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
1.66M
Value
9.65K
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
1.56M
Value
9.05M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
1.48M
Value
8.63M
Filed
Jun 30, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
1.37M
Value
7.98M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.34M
Value
7.80M
Filed
Jun 30, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
1.33M
Value
7.70M
Filed
Sep 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.30M
Value
7.55K
Filed
Jun 30, 2026
QUARRY LP
CIK 1965207
Shares
1.05M
Value
6.08M
Filed
Jun 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
1.03M
Value
5.98M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1M
Value
5.84M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 5.86M | 34.04M | Jun 30, 2026 |
| 2 | RAYMOND JAMES FINANCIAL INC | 720005 | 4.81M | 27.92M | Jun 30, 2026 |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 4.33M | 25.17M | Jun 30, 2026 |
| 4 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 3.86M | 22.43M | Jun 30, 2026 |
| 5 | LPL FINANCIAL LLC | 1403438 | 3.35M | 19.47M | Jun 30, 2026 |
| 6 | KARPUS MANAGEMENT, INC. | 1048703 | 3.27M | 19.01M | Jun 30, 2026 |
| 7 | ROYAL BANK OF CANADA | 1000275 | 2.20M | 12.77M | Jun 30, 2026 |
| 8 | MAN GROUP PLC | 1637460 | 2.11M | 12.28M | Jun 30, 2026 |
| 9 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | 1.87M | 10.81M | Sep 30, 2026 |
| 10 | RAYMOND JAMES & ASSOCIATES | 1084208 | 1.68M | 11.95M | Sep 30, 2024 |
| 11 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 1.66M | 9.65K | Jun 30, 2026 |
| 12 | AMERIPRISE FINANCIAL INC | 820027 | 1.56M | 9.05M | Jun 30, 2026 |
| 13 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 1.48M | 8.63M | Jun 30, 2026 |
| 14 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 1.37M | 7.98M | Jun 30, 2026 |
| 15 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.34M | 7.80M | Jun 30, 2026 |
| 16 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 1.33M | 7.70M | Sep 30, 2026 |
| 17 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.30M | 7.55K | Jun 30, 2026 |
| 18 | QUARRY LP | 1965207 | 1.05M | 6.08M | Jun 30, 2026 |
| 19 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 1.03M | 5.98M | Jun 30, 2026 |
| 20 | WELLS FARGO & COMPANY/MN | 72971 | 1M | 5.84M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.