USA

Liberty All-Star Equity Fund
$5.67-0.07 (-1.13%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$1.7108669353722304e+201T

% of Float

Price History

$5.68$6.13$6.57$7.01$7.46Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ABSOLUTE INVESTMENT ADVISERS, LLC2,698,528$17.1B1.95%Share
2RIVERNORTH CAPITAL MANAGEMENT, LLC5,632,499$35.4M1.67%Share
3LPL Financial LLC3,784,833$23.0M0.01%Share
4RAYMOND JAMES FINANCIAL INC2,981,315$18.0M0.01%Share
5MORGAN STANLEY2,267,514$14.0M0.00%Share
6ROYAL BANK OF CANADA1,962,182$12.0M0.00%Share
7RAYMOND JAMES FINANCIAL INC1,765,315$11.0M0.00%Share
8AMERIPRISE FINANCIAL INC1,767,494$11.0M0.00%Share
91607 Capital Partners, LLC1,353,935$8.5M0.58%Share
10READYSTATE ASSET MANAGEMENT LP1,309,522$8.2M0.33%Share
11Janney Montgomery Scott LLC1,321,490$8.0M0.02%Share
12Shaker Financial Services, LLC1,086,080$6.9M2.20%Share
13Quarry LP1,067,605$6.7M1.05%Share
14GUGGENHEIM CAPITAL LLC975,207$6.0M0.04%Share
15Penserra Capital Management LLC1,076,031$6.0M0.07%Share
16WOLVERINE ASSET MANAGEMENT LLC951,243$6.0M0.05%Share
17Almitas Capital LLC804,614$5.1M1.11%Share
18OSAIC HOLDINGS, INC.810,055$5.0M0.01%Share
19WELLS FARGO & COMPANY/MN877,538$5.0M0.00%Share
20Man Group plc648,300$4.0M0.01%Share
21Cornerstone Advisors, LLC794,984$4.0M0.13%Share
22COHEN & STEERS, INC.605,000$3.8M0.01%Share
23RPO LLC573,700$3.6M0.38%Share
24MORGAN STANLEY547,440$3.0M0.00%Share
25Cambridge Investment Research Advisors, Inc.495,722$3.0M0.01%Share
26Cetera Investment Advisers491,954$3.0M0.00%Share
27TWO SIGMA INVESTMENTS, LP616,604$3.0M0.00%Share
28WEALTH ENHANCEMENT ADVISORY SERVICES, LLC458,274$2.9M0.00%Share
29CITY OF LONDON INVESTMENT MANAGEMENT CO LTD408,381$2.6M0.19%Share
30Allspring Global Investments Holdings, LLC402,996$2.5M0.00%Share
31Invesco Ltd.387,359$2.4M0.00%Share
32UBS Group AG381,018$2.4M0.00%Share
33Private Advisor Group, LLC347,650$2.0M0.01%Share
34JANE STREET GROUP, LLC419,789$2.0M0.00%Share
35HighTower Advisors, LLC377,416$2.0M0.00%Share
36Integrated Wealth Concepts LLC375,613$2.0M0.02%Share
37Kestra Advisory Services, LLC327,921$2.0M0.01%Share
38CITADEL ADVISORS LLC332,821$2.0M0.00%Share
39PMG Family Office LLC242,393$1.6M1.81%Share
40MINDSET WEALTH MANAGEMENT, LLC232,399$1.5M0.38%Share
41CSS LLC/IL195,818$1.2M0.05%Share
42Logan Stone Capital, LLC194,895$1.2M0.30%Share
43D.A. DAVIDSON & CO.192,076$1.2M0.01%Share
44KESTRA PRIVATE WEALTH SERVICES, LLC170,080$1.1M0.01%Share
45Westbourne Investment Advisors, Inc.161,200$1.0M0.28%Share
46BOOTHBAY FUND MANAGEMENT, LLC286,850$1.0M0.01%Share
47XTX Topco Ltd248,062$1.0M0.03%Share
48COMMONWEALTH EQUITY SERVICES, LLC235,824$1.0M0.00%Share
49SIT INVESTMENT ASSOCIATES INC222,272$1.0M0.02%Share
50NewEdge Advisors, LLC173,934$1.0M0.00%Share