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Equibles

USA

Liberty All Star Equity Fund

Company with tickers: USA

CIK
799195
CUSIP
530158104
Shares Outstanding
301,551,615
13F Activity (30d)
29 filings 8 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 221
Total Value: $305,211,854
Total Shares: 54,993,147
Showing 1–100 of 221 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 221 13F filers · Δ vs Dec 31, 2025
Top Holder
9.9%
Jun 2023 → Mar 2026 · range 9.9% – 13.7%
−0.1 pts
Top 5
39.7%
Jun 2023 → Mar 2026 · range 35.5% – 44.0%
+4.2 pts
Top 10
55.9%
Jun 2023 → Mar 2026 · range 50.2% – 60.4%
+5.7 pts
HHI
429
Jun 2023 → Mar 2026 · range 365 – 523
Broadly held+65

Quarterly Activity

vs Dec 31, 2025
New
26
Increased
86
Decreased
56
Sold Out
33
Unchanged
53
Holder count: -7
Institutional value: -13.4%
Shares held: -2.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega MORGAN STANLEY +1,686,866 4,692,092
Mid Karpus Management, Inc. +1,286,001 3,116,511
Large Man Group plc +672,561 1,320,861
Mega RAYMOND JAMES FINANCIAL INC +641,255 5,450,416
Mega ROYAL BANK OF CANADA +296,607 2,271,108

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC −436,260 5,196,239
Small Almitas Capital LLC −409,129 395,485
Mega LPL Financial LLC −384,145 3,400,688
Mega JANE STREET GROUP, LLC −355,060 114,462
Small ABSOLUTE INVESTMENT ADVISERS, LLC −283,422 2,415,106

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small WEALTH EFFECTS LLC 74,244 $412,054
Large Calamos Advisors LLC 58,123 $322,582
Small Valmark Advisers, Inc. 42,497 $235,858
Mega NORTHERN TRUST CORP 35,638 $197,790
Mid HUB Investment Partners, LLC 20,764 $115,240

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large Janney Montgomery Scott LLC 1,321,490 $8,298,957
Mid READYSTATE ASSET MANAGEMENT LP 1,309,522 $8,223,798
Mid Cornerstone Advisors, LLC 794,984 $4,992,499
Small Logan Stone Capital, LLC 194,895 $1,223,940
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 172,503 $1,083,318
Filter: New 26 Increased 86 Reduced 56 Sold out 33 Unchanged 53
Showing 100 of 221
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega RAYMOND JAMES FINANCIAL INC $30,249,807 9.91% 5,450,416
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $28,839,126 9.45% 5,196,239
Mega MORGAN STANLEY $26,041,108 8.53% 4,692,092
Mega LPL Financial LLC $18,873,818 6.18% 3,400,688
Mid Karpus Management, Inc. $17,296,636 5.67% 3,116,511
Small ABSOLUTE INVESTMENT ADVISERS, LLC $13,403,838 4.39% 2,415,106
Mega ROYAL BANK OF CANADA Bank $12,604,648 4.13% 2,271,108
Mega AMERIPRISE FINANCIAL INC $8,571,464 2.81% 1,544,408
Small 1607 Capital Partners, LLC $7,427,193 2.43% 1,338,233
Large Man Group plc $7,330,778 2.40% 1,320,861
Mid Penserra Capital Management LLC $6,938,210 2.27% 1,250,128
Mega WELLS FARGO & COMPANY/MN $6,379,796 2.09% 1,149,513
Large GUGGENHEIM CAPITAL LLC $6,135,096 2.01% 1,105,423
Small Quarry LP $5,925,207 1.94% 1,067,605
Small Shaker Financial Services, LLC $5,264,302 1.72% 948,523
Mid WOLVERINE ASSET MANAGEMENT LLC $5,206,932 1.71% 938,186
Large OSAIC HOLDINGS, INC. $4,524,264 1.48% 815,183
Large COHEN & STEERS, INC. $4,162,500 1.36% 750,000
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $3,560,880 1.17% 641,600
Mega TWO SIGMA INVESTMENTS, LP $3,422,152 1.12% 616,604
Large Allspring Global Investments Holdings, LLC $3,407,250 1.12% 613,919
Micro RPO LLC $3,184,035 1.04% 573,700
Large Cambridge Investment Research Advisors, Inc. $3,126,453 1.02% 563,325
Large Cetera Investment Advisers $3,096,655 1.01% 557,956
Mid INDEPENDENT FINANCIAL GROUP, LLC $2,470,449 0.81% 445,126
Mega PNC FINANCIAL SERVICES GROUP, INC. $2,429,656 0.80% 437,776
Small Almitas Capital LLC $2,194,941 0.72% 395,485
Mid Private Advisor Group, LLC $2,108,461 0.69% 379,903
Large HighTower Advisors, LLC $2,071,298 0.68% 373,207
Mid Integrated Wealth Concepts LLC $2,069,478 0.68% 372,879
Mega UBS Group AG $1,984,901 0.65% 357,640
Large Kestra Advisory Services, LLC $1,774,862 0.58% 319,795
Mega Invesco Ltd. $1,742,600 0.57% 313,982
Mid BOOTHBAY FUND MANAGEMENT, LLC $1,592,017 0.52% 286,850
Mega BANK OF AMERICA CORP /DE/ Bank $1,574,152 0.52% 283,631
Micro PMG Family Office LLC Family Office $1,474,335 0.48% 265,646
Small MINDSET WEALTH MANAGEMENT, LLC $1,318,668 0.43% 237,598
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,304,022 0.43% 234,959
Mid SIT INVESTMENT ASSOCIATES INC $1,271,066 0.42% 229,021
Small Ascentis Independent Advisors $1,160,193 0.38% 209,044
Small CSS LLC/IL $1,150,115 0.38% 207,228
Mid D.A. DAVIDSON & CO. $1,139,859 0.37% 205,380
Large Steward Partners Investment Advisory, LLC $1,061,803 0.35% 191,316
Large COMMONWEALTH EQUITY SERVICES, LLC $1,045,087 0.34% 188,304
Small Westbourne Investment Advisors, Inc. $1,025,085 0.34% 184,700
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $1,004,516 0.33% 180,994
Mid BARTLETT & CO. WEALTH MANAGEMENT LLC $967,009 0.32% 174,236
Small Live Oak Private Wealth LLC $880,146 0.29% 158,585
Mid OPPENHEIMER & CO INC $878,320 0.29% 158,256
Micro FLYNN ZITO CAPITAL MANAGEMENT, LLC $872,226 0.29% 157,158
Mid WEDBUSH SECURITIES INC Broker-Dealer $838,654 0.27% 151,109
Micro Advocate Investing Services LLC $823,447 0.27% 148,369
Small RB Capital Management, LLC $788,521 0.26% 142,076
Small Ionic Capital Management LLC $769,957 0.25% 138,731
Mega JPMORGAN CHASE & CO $753,157 0.25% 135,704
Mid Prospera Financial Services Inc $732,755 0.24% 132,028
Large STIFEL FINANCIAL CORP $711,188 0.23% 128,142
Large Mariner, LLC $710,272 0.23% 127,977
Mid Concurrent Investment Advisors, LLC $697,978 0.23% 125,762
Small TrueMark Investments, LLC $695,836 0.23% 125,376
Small ASHTON THOMAS SECURITIES, LLC Broker-Dealer $680,457 0.22% 122,605
Mega JANE STREET GROUP, LLC $635,263 0.21% 114,462
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $599,388 0.20% 107,998
Large NewEdge Advisors, LLC $592,845 0.19% 106,819
Small Abel Hall, LLC $571,650 0.19% 103,000
Small Samalin Investment Counsel, LLC $568,747 0.19% 102,477
Micro Advisory Advocates, LLC $557,930 0.18% 100,528
Small Clear Creek Financial Management, LLC $553,928 0.18% 99,807
Small Stockman Wealth Management, Inc. $552,574 0.18% 99,563
Small Institute for Wealth Management, LLC. $494,299 0.16% 89,063
Large &PARTNERS $466,644 0.15% 84,080
Mid Allworth Financial LP $440,886 0.14% 79,439
Small Mezzasalma Advisors, LLC $426,722 0.14% 76,887
Mega ENVESTNET ASSET MANAGEMENT INC $419,158 0.14% 75,524
Mid Dakota Wealth Management $416,127 0.14% 74,978
Small WEALTH EFFECTS LLC $412,054 0.14% 74,244
Mid KINGSWOOD WEALTH ADVISORS, LLC $400,465 0.13% 72,156
Large Creative Planning $391,791 0.13% 70,593
Micro Coquina Private Wealth LLC $362,709 0.12% 65,353
Small Patten Group, Inc. $353,945 0.12% 63,774
Mid IHT Wealth Management, LLC $349,050 0.11% 62,892
Mid PRINCIPAL SECURITIES, INC. Broker-Dealer $343,927 0.11% 61,969
Large MERCER GLOBAL ADVISORS INC /ADV $331,573 0.11% 59,743
Large Calamos Advisors LLC $322,582 0.11% 58,123
Mid Kovack Advisors, Inc. $312,376 0.10% 56,284
Small MCDONALD PARTNERS LLC $306,060 0.10% 55,146
Small HighPoint Advisor Group LLC $296,297 0.10% 53,387
Mega CITADEL ADVISORS LLC $295,631 0.10% 53,267
Small Sage Capital Advisors,llc $285,725 0.09% 51,482
Small MSH Capital Advisors LLC $282,828 0.09% 50,960
Micro WealthTrust Asset Management, LLC $282,223 0.09% 50,851
Mid EVOLVE PRIVATE WEALTH, LLC $257,853 0.08% 46,460
Small Simplicity Wealth,LLC $254,284 0.08% 45,817
Small Avior Wealth Management, LLC $241,852 0.08% 43,577
Small Valmark Advisers, Inc. $235,858 0.08% 42,497
Mid BENJAMIN EDWARDS INC $233,322 0.08% 42,040
Mid Beacon Pointe Advisors, LLC $232,750 0.08% 41,937
Small NWF Advisory Services Inc. $231,412 0.08% 41,696
Small TWO SIGMA SECURITIES, LLC Broker-Dealer $229,326 0.08% 41,320
Mega AQR CAPITAL MANAGEMENT LLC $226,989 0.07% 40,899

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