Who Owns LIBERTY ALL STAR EQUITY FD (USA)? -- Institutional Holders (2026-06-30)
253 institutions reported holding $375.9M of LIBERTY ALL STAR EQUITY FD (USA) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($34.0M), RAYMOND JAMES FINANCIAL INC ($27.9M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($25.2M), Saba Capital Management, L.P. ($22.4M), LPL Financial LLC ($19.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $34.0M | 5.9M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $27.9M | 4.8M | Trimmed |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $25.2M | 4.3M | Trimmed |
| 4 | Saba Capital Management, L.P. | $22.4M | 3.9M | New |
| 5 | LPL Financial LLC | $19.5M | 3.4M | Trimmed |
| 6 | Karpus Management, Inc. | $19.0M | 3.3M | Added |
| 7 | Royal Bank of Canada | $12.8M | 2.2M | Trimmed |
| 8 | ABSOLUTE INVESTMENT ADVISERS, LLC | $12.6M | 2.2M | Trimmed |
| 9 | Man Group plc | $12.3M | 2.1M | Added |
| 10 | Janney Montgomery Scott LLC | $9.7M | 1.7M | New |
| 11 | Shaker Financial Services, LLC | $9.6M | 1.6M | Added |
| 12 | AMERIPRISE FINANCIAL INC | $9.1M | 1.6M | Added |
| 13 | 1607 Capital Partners, LLC | $8.6M | 1.5M | Added |
| 14 | Allspring Global Investments Holdings, LLC | $8.0M | 1.4M | Added |
| 15 | GUGGENHEIM CAPITAL LLC | $7.8M | 1.3M | Added |
| 16 | Penserra Capital Management LLC | $7.6M | 1.3M | Added |
| 17 | Quarry LP | $6.1M | 1.0M | Trimmed |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | $6.0M | 1.0M | Added |
| 19 | WELLS FARGO & COMPANY/MN | $5.8M | 1.0M | Trimmed |
| 20 | Almitas Capital LLC | $4.6M | 798,342 | Added |
| 21 | OSAIC HOLDINGS, INC. | $4.6M | 793,160 | Trimmed |
| 22 | RPO LLC | $4.0M | 690,200 | Added |
| 23 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $3.8M | 659,069 | Added |
| 24 | COHEN & STEERS, INC. | $3.7M | 645,000 | Trimmed |
| 25 | TWO SIGMA INVESTMENTS, LP | $3.6M | 616,604 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30