89 institutions reported holding $63.6M of LIBERTY ALL STAR GRWTH (ASG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Karpus Management, Inc. ($20.0M), Shaker Financial Services, LLC ($8.7M), 1607 Capital Partners, LLC ($8.2M), LPL Financial LLC ($4.3M), WOLVERINE ASSET MANAGEMENT LLC ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Karpus Management, Inc. | $20.0M | 4.2M | Added |
| 2 | Shaker Financial Services, LLC | $8.7M | 1.8M | Added |
| 3 | 1607 Capital Partners, LLC | $8.2M | 1.5M | Added |
| 4 | LPL Financial LLC | $4.3M | 897,726 | Trimmed |
| 5 | WOLVERINE ASSET MANAGEMENT LLC | $2.6M | 541,588 | Trimmed |
| 6 | RPO LLC | $1.8M | 371,654 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $1.6M | 331,516 | Trimmed |
| 8 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.6M | 329,944 | Added |
| 9 | Calamos Advisors LLC | $1.1M | 228,704 | Added |
| 10 | PMG Family Office LLC | $939,018 | 197,688 | Added |
| 11 | BOOTHBAY FUND MANAGEMENT, LLC | $882,678 | 185,827 | Added |
| 12 | ABSOLUTE INVESTMENT ADVISERS, LLC | $805,458 | 169,570 | Hold |
| 13 | TWO SIGMA INVESTMENTS, LP | $771,647 | 162,452 | Trimmed |
| 14 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $706,316 | 148,698 | New |
| 15 | Integrated Wealth Concepts LLC | $683,099 | 143,810 | Trimmed |
| 16 | Almitas Capital LLC | $655,429 | 137,985 | Added |
| 17 | Advisors Asset Management, Inc. | $630,867 | 132,814 | Trimmed |
| 18 | MORGAN STANLEY | $613,837 | 129,228 | Added |
| 19 | AMERIPRISE FINANCIAL INC | $526,666 | 110,877 | Added |
| 20 | Dakota Wealth Management | $414,338 | 87,229 | Added |
| 21 | Quarry LP | $390,783 | 82,270 | Hold |
| 22 | Invesco Ltd. | $355,471 | 74,836 | Added |
| 23 | WEDBUSH SECURITIES INC | $343,000 | 72,215 | Added |
| 24 | Advisory Advocates, LLC | $318,991 | 67,156 | Added |
| 25 | PNC Financial Services Group, Inc. | $309,558 | 65,170 | Added |
Source: SEC Form 13F filings · as of 2026-03-31