Liberty All Star Equity FundUSA
13F holders, Q4 2025 (December 31)227holders +18
33new positions
20sold out
4famous investors
$6.29avg. 13F price*
At the end of Q4 2025, 227 institutions reported holding Liberty All Star Equity Fund (USA) in their 13F filings, up 18 from Q3 2025. 33 opened new positions and 20 sold out. The largest holders were Rivernorth Capital Management, LLC ($35.4M), Raymond James Financial Inc. ($30.2M) and LPL Financial LLC ($23.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Liberty All Star Equity Fund
- CUSIP
- 530158104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $44.0M |
| Exits | 20 | $7.8M |
All 13F filers, Q3 2025 → Q4 2025: 17,972,242 shares bought and 4,053,743 shares sold, net +13,918,499 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| Rivernorth Capital Management, LLC | 1.68% | Add +179.0% | 5,632,499 | $35.4M |
| Raymond James Financial Inc. | 0.01% | Add +17.4% | 4,809,161 | $30.2M |
| LPL Financial LLC | 0.01% | Reduce -18.6% | 3,784,833 | $23.8M |
| Morgan Stanley | 0.00% | Reduce -11.9% | 3,005,226 | $18.9M |
| Absolute Investment Advisers, LLC | 1.95% | Add +632.3% | 2,698,528 | $17.1M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 1,974,501 | $12.4M |
| Karpus Management, Inc. | 0.35% | New | 1,830,510 | $11.5M |
| Ameriprise Financial Inc. | 0.00% | Add +1.5% | 1,767,494 | $11.1M |
| 1607 Capital Partners, LLC | 0.58% | Add +115.5% | 1,353,935 | $8.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.3% | 1,321,490 | $8.3M |
| Readystate Asset Management LP | 0.63% | Add +45.8% | 1,309,522 | $8.2M |
| Shaker Financial Services, LLC | 2.20% | Reduce -16.9% | 1,086,080 | $6.9M |
| Penserra Capital Management LLC | 0.08% | Add +10.2% | 1,076,031 | $6.8M |
| Quarry LP | 1.15% | New | 1,067,605 | $6.7M |
| Wells Fargo & Company | 0.00% | Add +25.1% | 1,030,657 | $6.5M |
| Guggenheim Capital LLC | 0.04% | Add +11.4% | 975,897 | $6.1M |
| Wolverine Asset Management LLC | 0.35% | Add +39.2% | 951,243 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.8% | 822,035 | $5.2M |
| Almitas Capital LLC | 1.12% | New | 804,614 | $5.1M |
| Cornerstone Advisors, LLC | 0.17% | Reduce -23.2% | 794,984 | $5.0M |
| Man Group plc | 0.01% | New | 648,300 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Add +175.2% | 616,604 | $3.9M |
| Cohen & Steers, Inc. | 0.01% | Add +51.3% | 605,000 | $3.8M |
| Rpo LLC | 4.67% | New | 573,700 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +63.3% | 495,722 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +7.7% | 491,954 | $3.1M |
| Independent Financial Group, LLC | 0.07% | Reduce -10.6% | 477,806 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +681.9% | 469,522 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.0% | 458,274 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.3% | 414,150 | $2.6M |
| City of London Investment Management Co. Ltd. | 0.19% | New | 408,381 | $2.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 402,996 | $2.5M |
| Invesco Ltd. | 0.00% | Reduce -20.7% | 387,359 | $2.4M |
| UBS Group AG | 0.00% | Reduce -10.2% | 382,415 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.9% | 377,416 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -4.6% | 375,613 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Add +2.9% | 347,650 | $2.2M |
| Citadel Advisors | 0.00% | Add +498.1% | 332,821 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.0% | 327,921 | $2.1M |
| Bank of America Corp. | 0.00% | Reduce -4.9% | 320,881 | $2.0M |
| Boothbay Fund Management, LLC | 0.05% | New | 286,850 | $1.8M |
| PMG Family Office LLC | 1.81% | Reduce -16.1% | 242,393 | $1.6M |
| XTX Topco Ltd | 0.04% | Add +645.8% | 248,062 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 235,824 | $1.5M |
| Mindset Wealth Management, LLC | 0.38% | Reduce -2.1% | 232,399 | $1.5M |
| Sit Investment Associates Inc. | 0.03% | New | 222,272 | $1.4M |
| CSS LLC | 0.21% | Add +21.0% | 195,818 | $1.2M |
| Logan Stone Capital, LLC | 0.30% | New | 194,895 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -8.9% | 192,076 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.3% | 173,934 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.07% | Add +370.4% | 172,503 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.1% | 170,080 | $1.1M |
| Westbourne Investment Advisors, Inc. | 0.28% | Reduce -3.0% | 161,200 | $1.0M |
| Live Oak Private Wealth LLC | 0.14% | No change | 158,585 | $996K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +4.0% | 156,236 | $981K |
| Flynn Zito Capital Management, LLC | 0.34% | Reduce -21.9% | 153,310 | $963K |
| Principal Securities, Inc. | 0.01% | Reduce -30.2% | 151,520 | $952K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 150,151 | $943K |
| Stifel Financial Corp. | 0.00% | Reduce -8.2% | 149,906 | $941K |
| RB Capital Management, LLC | 0.19% | Reduce -2.2% | 146,542 | $920K |
| Wedbush Securities Inc. | 0.03% | Add +30.8% | 143,063 | $898K |
| Advocate Investing Services LLC | 0.79% | — | 141,248 | $887K |
| Mariner, LLC | 0.00% | Reduce -24.6% | 132,859 | $834K |
| Ashton Thomas Securities, LLC | 0.16% | Reduce -24.0% | 132,370 | $831K |
| Ionic Capital Management LLC | 0.91% | New | 125,000 | $785K |
| International Assets Investment Management, LLC | 0.05% | Add +337.8% | 124,253 | $780K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -13.0% | 128,650 | $763K |
| TrueMark Investments, LLC | 0.14% | Add +736.4% | 118,992 | $747K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -0.1% | 117,260 | $736K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.7% | 113,191 | $711K |
| Susquehanna International Group, LLP | 0.00% | New | 111,739 | $702K |
| Millennium Management | 0.00% | Add +26.2% | 111,046 | $697K |
| Ascentis Independent Advisors | 0.11% | Reduce -2.2% | 107,850 | $677K |
| Samalin Investment Counsel, LLC | 0.23% | Reduce -12.0% | 104,672 | $657K |
| Abel Hall, LLC | 0.15% | No change | 103,000 | $647K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -4.8% | 99,807 | $627K |
| Stockman Wealth Management, Inc. | 0.07% | No change | 99,563 | $625K |
| Advisory Advocates, LLC | 0.61% | — | 97,528 | $612K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -0.5% | 88,551 | $556K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -19.0% | 86,088 | $541K |
| StoneX Group Inc. | 0.02% | Add +27.6% | 83,141 | $533K |
| Allworth Financial LP | 0.00% | Reduce -4.3% | 78,252 | $491K |
| Coquina Private Wealth LLC | 0.39% | — | 77,392 | $486K |
| &partners | 0.00% | Add +233.8% | 77,260 | $485K |
| Mezzasalma Advisors, LLC | 0.12% | Add +1.5% | 76,805 | $482K |
| Creative Planning | 0.00% | Add +9.1% | 75,508 | $474K |
| Patten Group, Inc. | 0.08% | Reduce -36.0% | 69,949 | $439K |
| Baird Financial Group, Inc. | 0.00% | Add +23.7% | 64,550 | $405K |
| Triumph Capital Management | 0.09% | Reduce -49.6% | 63,298 | $398K |
| Prospera Financial Services Inc | 0.01% | Add +141.9% | 61,614 | $387K |
| IHT Wealth Management, LLC | 0.01% | Add +5.4% | 58,588 | $368K |
| Heritage Wealth Management, Inc. | 0.10% | Reduce -2.9% | 57,594 | $362K |
| McDonald Partners LLC | 0.11% | Reduce 0.0% | 55,146 | $346K |
| Kovack Advisors, Inc. | 0.02% | New | 50,788 | $319K |
| HighPoint Advisor Group LLC | 0.01% | New | 49,479 | $311K |
| Sage Capital Advisors,llc | 0.07% | Add +0.7% | 47,959 | $301K |
| Envestnet Asset Management Inc. | 0.00% | Add +16.9% | 47,355 | $297K |
| Simplicity Wealth,LLC | 0.02% | New | 45,817 | $288K |
| MSH Capital Advisors LLC | 0.06% | Add +1.6% | 44,960 | $282K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +470.3% | 43,790 | $275K |
"% of holder's portfolio" is USA's weight in each manager's 13F, not the share of Liberty All Star Equity Fund the manager owns.