Cambridge Investment Research Advisors, Inc.
Position in USA — Liberty All Star Equity Fund
CIK 1419186
FAIRFIELD, IA
Position in USA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,330,547
+$204,094 QoQ
Shares Held
573,244
+1.8% QoQ
Ownership
0.186%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#27
of 228 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in USA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $736,420,292 across 296 Asset Management names. USA ranks #42 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
3,116,362 | $94,020,641 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
4,679,291 | $60,877,575 | |
| 3 | BX |
Blackstone Inc.
|
298,216 | $35,091,076 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
1,697,326 | $32,028,541 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,334,973 | $22,294,049 | |
| 6 | BLK |
BlackRock, Inc.
|
21,557 | $20,728,348 | |
| 7 | ARCC |
Ares Capital Corp
|
1,081,390 | $20,038,156 | |
| 8 | FSK |
FS KKR Capital Corp
|
1,699,036 | $17,839,878 |
All Filings in USA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,330,547 | 573,244 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,126,453 | 563,325 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,113,134 | 495,722 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,924,557 | 303,558 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,498,861 | 366,940 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,901,938 | 443,044 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,276,619 | 471,456 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,643,187 | 513,125 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,081,434 | 600,211 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,539,678 | 634,920 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,953,953 | 619,742 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,959,532 | 668,840 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,132,492 | 638,716 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,824,662 | 616,881 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,296,560 | 578,344 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,141,017 | 567,996 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $3,252,857 | 517,971 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,098,386 | 507,226 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,819,067 | 455,736 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,455,884 | 401,847 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,579,849 | 396,001 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,839,222 | 372,113 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,162,791 | 313,448 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,533,559 | 255,168 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,702,231 | 297,593 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $975,168 | 201,481 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||