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DJI49,198.08-0.07%
XLE57.060.34%
STOXX50E5,860.32-0.39%
XLF51.830.79%
FTSE10,321.09-0.56%
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Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM
CUSIP 530158104

LIBERTY ALL STAR EQUITY FD

246 institutions · $314.4M total · 53,850,247 shares

#ManagerSharesValue% of TotalPeriod
1RIVERNORTH CAPITAL MANAGEMENT, LLC5,632,499$35.4M10.45%2025-12-31
2LPL Financial LLC3,784,833$23.8M7.02%2025-12-31
3RAYMOND JAMES FINANCIAL INC2,981,315$18.7M5.53%2025-12-31
4ABSOLUTE INVESTMENT ADVISERS, LLC2,698,528$17.1M5.01%2025-12-31
5MORGAN STANLEY2,267,514$14.2M4.21%2025-12-31
6Royal Bank of Canada1,962,182$12.3M3.64%2025-12-31
7Karpus Management, Inc.1,830,510$11.5M3.39%2025-12-31
8AMERIPRISE FINANCIAL INC1,767,494$11.1M3.28%2025-12-31
91607 Capital Partners, LLC1,353,935$8.5M2.51%2025-12-31
10READYSTATE ASSET MANAGEMENT LP1,309,522$8.2M2.43%2025-12-31
11Shaker Financial Services, LLC1,086,080$6.9M2.01%2025-12-31
12Quarry LP1,067,605$6.7M1.98%2025-12-31
13GUGGENHEIM CAPITAL LLC975,207$6.1M1.81%2025-12-31
14WOLVERINE ASSET MANAGEMENT LLC951,243$6.0M1.76%2025-12-31
15WELLS FARGO & COMPANY/MN877,538$5.5M1.62%2025-12-31
16OSAIC HOLDINGS, INC.810,055$5.1M1.50%2025-12-31
17Almitas Capital LLC804,614$5.1M1.49%2025-12-31
18Cornerstone Advisors, LLC794,984$5.0M1.47%2025-12-31
19Polar Asset Management Partners Inc.752,232$4.8M1.39%2025-12-31
20Man Group plc648,300$4.1M1.20%2025-12-31
21TWO SIGMA INVESTMENTS, LP616,604$3.9M1.14%2025-12-31
22RPO LLC573,700$3.6M1.06%2025-12-31
23Cetera Investment Advisers491,954$3.1M0.91%2025-12-31
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC458,274$2.9M0.85%2025-12-31
25JANE STREET GROUP, LLC419,789$2.6M0.77%2025-12-31
26CITY OF LONDON INVESTMENT MANAGEMENT CO LTD408,381$2.6M0.75%2025-12-31
27Allspring Global Investments Holdings, LLC402,996$2.5M0.74%2025-12-31
28Invesco Ltd.387,359$2.4M0.71%2025-12-31
29UBS Group AG381,018$2.4M0.70%2025-12-31
30HighTower Advisors, LLC377,416$2.4M0.70%2025-12-31
31Integrated Wealth Concepts LLC375,613$2.4M0.69%2025-12-31
32Private Advisor Group, LLC347,650$2.2M0.64%2025-12-31
33CITADEL ADVISORS LLC332,821$2.1M0.61%2025-12-31
34BANK OF AMERICA CORP /DE/328,126$2.1M0.60%2025-12-31
35Kestra Advisory Services, LLC327,921$2.1M0.60%2025-12-31
36PNC Financial Services Group, Inc.305,351$1.9M0.56%2025-12-31
37Balyasny Asset Management L.P.291,758$1.8M0.54%2025-09-30
38PMG Family Office LLC288,888$1.8M0.53%2025-12-31
39BOOTHBAY FUND MANAGEMENT, LLC286,850$1.8M0.53%2025-12-31
40XTX Topco Ltd248,062$1.6M0.46%2025-12-31
41COMMONWEALTH EQUITY SERVICES, LLC235,824$1.5M0.43%2025-12-31
42MINDSET WEALTH MANAGEMENT, LLC232,399$1.5M0.43%2025-12-31
43CSS LLC/IL195,818$1.2M0.36%2025-12-31
44Logan Stone Capital, LLC194,895$1.2M0.36%2025-12-31
45D.A. DAVIDSON & CO.192,076$1.2M0.35%2025-12-31
46NewEdge Advisors, LLC173,934$1.1M0.32%2025-12-31
47KESTRA PRIVATE WEALTH SERVICES, LLC170,080$1.1M0.31%2025-12-31
48Westbourne Investment Advisors, Inc.161,200$1.0M0.29%2025-12-31
49Live Oak Private Wealth LLC158,585$995.9K0.29%2025-12-31
50BARTLETT & CO. WEALTH MANAGEMENT LLC156,236$981.2K0.29%2025-12-31
51FLYNN ZITO CAPITAL MANAGEMENT, LLC153,310$962.8K0.28%2025-12-31
52PRINCIPAL SECURITIES, INC.151,520$951.5K0.28%2025-12-31
53OPPENHEIMER & CO INC150,151$942.9K0.27%2025-12-31
54STIFEL FINANCIAL CORP149,906$941.4K0.27%2025-12-31
55RB Capital Management, LLC146,542$920.3K0.27%2025-12-31
56Advocate Investing Services LLC141,248$887.0K0.26%2025-12-31
57Mariner, LLC132,859$834.4K0.24%2025-12-31
58ASHTON THOMAS SECURITIES, LLC132,370$831.3K0.24%2025-12-31
59Triumph Capital Management125,609$796.4K0.23%2025-12-31
60Ionic Capital Management LLC125,000$785.0K0.23%2025-12-31
61INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC124,253$780.3K0.23%2025-12-31
62J.W. COLE ADVISORS, INC.128,650$763.0K0.23%2025-12-31
63TrueMark Investments, LLC118,992$747.3K0.22%2025-12-31
64Concurrent Investment Advisors, LLC113,191$710.8K0.21%2025-12-31
65SUSQUEHANNA INTERNATIONAL GROUP, LLP111,739$701.7K0.20%2025-12-31
66MILLENNIUM MANAGEMENT LLC111,046$697.4K0.20%2025-12-31
67Golden State Equity Partners107,850$677.3K0.20%2025-12-31
68Samalin Investment Counsel, LLC104,672$657.3K0.19%2025-12-31
69Abel Hall, LLC103,000$646.8K0.19%2025-12-31
70Stockman Wealth Management, Inc.99,563$631.2K0.18%2025-12-31
71Clear Creek Financial Management, LLC99,807$626.8K0.18%2025-12-31
72LANDSCAPE CAPITAL MANAGEMENT, L.L.C.89,865$564.4K0.16%2025-12-31
73Institute for Wealth Management, LLC.88,551$556.1K0.16%2025-12-31
74Advisors Asset Management, Inc.86,088$540.6K0.15%2025-12-31
75StoneX Group Inc.83,141$533.2K0.15%2025-12-31
76Allworth Financial LP81,724$518.1K0.15%2025-12-31
77Coquina Private Wealth LLC77,392$486.0K0.14%2025-12-31
78&PARTNERS77,260$485.2K0.14%2025-12-31
79Mezzasalma Advisors, LLC76,805$482.3K0.14%2025-12-31
80Creative Planning75,508$474.2K0.14%2025-12-31
81Patten Group, Inc.69,949$439.3K0.12%2025-12-31
82Prospera Financial Services Inc61,614$387.0K0.11%2025-12-31
83Baird Financial Group, Inc.61,142$384.0K0.11%2025-12-31
84KINGSWOOD WEALTH ADVISORS, LLC58,630$368.2K0.10%2025-12-31
85IHT Wealth Management, LLC58,588$367.9K0.10%2025-12-31
86Heritage Wealth Management, Inc.57,594$361.7K0.10%2025-12-31
87MCDONALD PARTNERS LLC55,146$346.3K0.10%2025-12-31
88Boreal Capital Management LLC0$333.9K0.00%2025-12-31
89Kovack Advisors, Inc.50,788$319.0K0.09%2025-12-31
90NWF Advisory Services Inc.46,742$302.4K0.08%2025-12-31
91Sage Capital Advisors,llc47,959$301.2K0.08%2025-12-31
92ENVESTNET ASSET MANAGEMENT INC47,355$297.4K0.08%2025-12-31
93Simplicity Wealth,LLC45,817$287.7K0.08%2025-12-31
94MSH Capital Advisors LLC44,960$282.3K0.08%2025-12-31
95NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO43,790$275.0K0.08%2025-12-31
96Avior Wealth Management, LLC43,577$273.7K0.08%2025-12-31
97BENJAMIN EDWARDS INC41,515$260.7K0.07%2025-12-31
98Beacon Pointe Advisors, LLC41,322$259.5K0.07%2025-12-31
99AQR CAPITAL MANAGEMENT LLC40,899$256.8K0.07%2025-12-31
100TWO SIGMA SECURITIES, LLC39,853$250.3K0.07%2025-12-31
101WealthTrust Asset Management, LLC37,741$237.0K0.07%2025-12-31
102NBC SECURITIES, INC.36,799$231.1K0.06%2025-12-31
103Quad-Cities Investment Group, LLC35,140$220.7K0.06%2025-12-31
104David J Yvars Group32,874$208.4K0.06%2025-09-30
105Altus Wealth Group LLC32,139$201.8K0.05%2025-12-31
106Astoria Portfolio Advisors LLC.33,478$199.2K0.06%2025-12-31
107PFG Investments, LLC30,793$193.4K0.05%2025-12-31
108Dakota Wealth Management29,055$182.5K0.05%2025-12-31
109Onyx Bridge Wealth Group LLC28,952$181.8K0.05%2025-12-31
110ELCO Management Co., LLC27,884$176.8K0.05%2025-09-30
111MERCER GLOBAL ADVISORS INC /ADV27,850$174.9K0.05%2025-12-31
112Focus Partners Wealth27,460$172.5K0.05%2025-12-31
113SILVER OAK SECURITIES, INCORPORATED26,804$169.9K0.04%2025-12-31
114EVOLVE PRIVATE WEALTH, LLC26,436$168.9K0.04%2025-12-31
115BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC26,800$168.3K0.04%2025-12-31
116CARY STREET PARTNERS FINANCIAL LLC25,925$162.8K0.04%2025-12-31
117CAPTRUST FINANCIAL ADVISORS25,611$160.8K0.04%2025-12-31
118Procyon Advisors, LLC25,473$160.0K0.04%2025-12-31
119Kovitz Investment Group Partners, LLC24,850$157.5K0.04%2025-09-30
120Ameritas Advisory Services, LLC24,975$156.8K0.04%2025-12-31
121Bensler, LLC24,784$155.6K0.04%2025-12-31
122Fisher Asset Management, LLC23,828$149.6K0.04%2025-12-31
123Canal Capital Management, LLC22,339$146.3K0.04%2025-09-30
124Accuvest Global Advisors22,455$143.0K0.04%2025-09-30
125Next Level Wealth Planning, LLC22,605$142.0K0.04%2025-12-31
126Cushing Capital Partners, LLC22,044$138.4K0.04%2025-12-31
127Concorde Asset Management, LLC21,140$132.8K0.03%2025-12-31
128INTEGRITY ALLIANCE, LLC.20,503$128.8K0.03%2025-12-31
129Farther Finance Advisors, LLC20,101$126.2K0.03%2025-12-31
130Kapstone Financial Advisors LLC20,000$125.6K0.03%2025-12-31
131VISTA INVESTMENT PARTNERS II, LLC19,875$124.8K0.03%2025-12-31
132CoreCap Advisors, LLC19,567$122.9K0.03%2025-12-31
133Wealthcare Advisory Partners LLC19,566$122.9K0.03%2025-12-31
134US BANCORP \DE\18,714$117.5K0.03%2025-12-31
135Smith Asset Management Co., LLC18,651$117.1K0.03%2025-12-31
136Manske Wealth Management18,519$116.3K0.03%2025-12-31
137Ancora Advisors LLC18,437$115.8K0.03%2025-12-31
138Beacon Capital Management, LLC18,170$114.1K0.03%2025-12-31
139United Community Bank18,039$113.3K0.03%2025-12-31
140Mendel Capital Management LLC17,750$112.5K0.03%2025-09-30
141RFG Advisory, LLC16,901$106.1K0.03%2025-12-31
142CERTUITY, LLC16,844$105.8K0.03%2025-12-31
143Avidian Wealth Enterprises, LLC16,780$105.4K0.03%2025-12-31
144SAX WEALTH ADVISORS, LLC16,760$105.3K0.03%2025-12-31
145Quantum Private Wealth, LLC16,715$105.0K0.03%2025-12-31
146WealthShield Partners, LLC16,362$102.8K0.03%2025-12-31
147TRUIST FINANCIAL CORP16,148$102.4K0.02%2025-09-30
148Rockefeller Capital Management L.P.16,040$100.7K0.02%2025-12-31
149Harbour Wealth Management Group, Inc.16,035$100.7K0.02%2025-12-31
150AlphaCore Capital LLC15,545$100.3K0.02%2025-12-31
151OneDigital Investment Advisors LLC15,775$99.1K0.02%2025-12-31
152MGO ONE SEVEN LLC15,505$97.4K0.02%2025-12-31
153One Capital Management, LLC15,505$97.4K0.02%2025-12-31
154STEPHENS INC /AR/15,167$95.2K0.02%2025-12-31
155Octavia Wealth Advisors, LLC15,000$95.1K0.02%2025-09-30
156Graves Light Lenhart Wealth, Inc.15,000$94.2K0.02%2025-12-31
157WEBSTER BANK, N. A.14,933$93.8K0.02%2025-12-31
158Golden State Wealth Management, LLC14,895$93.5K0.02%2025-12-31
159AMERIFLEX GROUP, INC.14,819$93.1K0.02%2025-12-31
160Steward Partners Investment Advisory, LLC13,903$87.3K0.02%2025-12-31
161Moloney Securities Asset Management, LLC13,470$85.4K0.02%2025-09-30
162MRA Advisory Group13,454$84.5K0.02%2025-12-31
163Shulman DeMeo Asset Management LLC13,348$83.8K0.02%2025-12-31
164Valeo Financial Advisors, LLC13,050$82.0K0.02%2025-12-31
165Stratos Wealth Partners, LTD.13,007$81.7K0.02%2025-12-31
166Asset One Wealth Management LLC13,418$81.4K0.02%2025-12-31
167PRIMORIS WEALTH ADVISORS, LLC12,914$81.1K0.02%2025-12-31
168World Investment Advisors14,570$76.6K0.02%2025-12-31
169EverSource Wealth Advisors, LLC12,000$75.4K0.02%2025-12-31
170DECISION INVESTMENTS, INC11,840$74.4K0.02%2025-12-31
171Facet Wealth, Inc.12,097$73.8K0.02%2025-12-31
172FMB WEALTH MANAGEMENT11,719$73.6K0.02%2025-12-31
173CIBC Bancorp USA Inc.11,325$71.8K0.02%2025-09-30
174CHOREO, LLC10,969$71.4K0.02%2025-12-31
175CIBC Private Wealth Group LLC11,325$71.1K0.02%2025-12-31
176Summit Financial, LLC11,166$70.3K0.02%2025-12-31
177SILVERLAKE WEALTH MANAGEMENT LLC11,075$69.6K0.02%2025-12-31
178Ashton Thomas Private Wealth, LLC10,965$69.5K0.02%2025-09-30
179Fiduciary Alliance LLC10,897$68.4K0.02%2025-12-31
180Meridian Wealth Management, LLC10,851$68.1K0.02%2025-12-31
181HBK Sorce Advisory LLC11,000$66.5K0.02%2025-12-31
182Mutual Advisors, LLC10,450$66.0K0.01%2025-09-30
183Apollon Wealth Management, LLC10,431$65.5K0.01%2025-12-31
184Fifth Third Wealth Advisors LLC10,425$65.5K0.01%2025-12-31
185LEVEL FOUR ADVISORY SERVICES, LLC10,373$65.1K0.01%2025-12-31
186AE Wealth Management LLC10,020$62.9K0.01%2025-12-31
187Three Magnolias Financial Advisors, LLC10,000$62.8K0.01%2025-12-31
188Merit Financial Group, LLC8,049$50.5K0.01%2025-12-31
189Crews Bank & Trust7,142$44.9K0.01%2025-12-31
190COMERICA BANK6,932$43.5K0.01%2025-12-31
191Westfuller Advisors, LLC6,709$42.1K0.01%2025-12-31
192Nova Wealth Management, Inc.6,363$40.0K0.01%2025-12-31
193EASTERN BANK6,300$39.6K0.01%2025-12-31
194Global Retirement Partners, LLC5,871$36.9K0.01%2025-12-31
195Caldwell Trust Co3,938$31.8K0.00%2025-09-30
196Sound Income Strategies, LLC5,000$31.8K0.00%2025-12-31
197Wilmington Savings Fund Society, FSB4,000$25.1K0.00%2025-12-31
198Tower Research Capital LLC (TRC)3,629$23.0K0.00%2025-09-30
199Noble Wealth Management PBC3,420$21.5K0.00%2025-12-31
200GoalVest Advisory LLC3,075$19.5K0.00%2025-09-30
201Blue Trust, Inc.3,033$19.2K0.00%2025-09-30
202HOEY INVESTMENTS, INC3,053$19.2K0.00%2025-12-31
203Parallel Advisors, LLC3,045$19.1K0.00%2025-12-31
204Hilltop National Bank2,869$18.0K0.00%2025-12-31
205IFP Advisors, Inc2,646$16.8K0.00%2025-12-31
206Community Bank, N.A.2,402$15.1K0.00%2025-12-31
207Commonwealth Retirement Investments LLC2,400$15.1K0.00%2025-12-31
208Pinnacle Wealth Planning Services, Inc.2,337$14.7K0.00%2025-12-31
209AdvisorNet Financial, Inc2,330$14.6K0.00%2025-12-31
210Rossby Financial, LCC2,296$14.4K0.00%2025-12-31
211Pandora Wealth, Inc.2,274$14.3K0.00%2025-12-31
212AllSquare Wealth Management LLC2,062$13.1K0.00%2025-12-31
213Federation des caisses Desjardins du Quebec1,600$10.0K0.00%2025-12-31
214Advisory Services Network, LLC1,503$9.5K0.00%2025-09-30
215Janney Montgomery Scott LLC1,321,490$8.3K2.45%2025-12-31
216Pathway Financial Advisers, LLC1,250$7.9K0.00%2025-09-30
217ASSETMARK, INC1,122$7.0K0.00%2025-12-31
218Russell Investments Group, Ltd.1,080$6.8K0.00%2025-09-30
219Penserra Capital Management LLC1,076,031$6.8K1.99%2025-12-31
220Bogart Wealth, LLC1,000$6.3K0.00%2025-12-31
221JONES FINANCIAL COMPANIES LLLP1,000$6.3K0.00%2025-12-31
222WPG Advisers, LLC960$6.0K0.00%2025-12-31
223Thomas J. Herzfeld Advisors, Inc.823$5.2K0.00%2025-12-31
224Aventura Private Wealth, LLC712$4.9K0.00%2025-12-31
225FIRST UNITED BANK & TRUST627$3.9K0.00%2025-12-31
226Nemes Rush Group LLC620$3.9K0.00%2025-12-31
227COHEN & STEERS, INC.605,000$3.8K1.12%2025-12-31
228HIGHLINE WEALTH PARTNERS LLC600$3.8K0.00%2025-12-31
229FINANCIAL CONSULATE, INC500$3.1K0.00%2025-12-31
230BOYD WATTERSON ASSET MANAGEMENT LLC/OH500$3.1K0.00%2025-12-31
231Cambridge Investment Research Advisors, Inc.495,722$3.1K0.92%2025-12-31
232Arax Advisory Partners469$2.9K0.00%2025-12-31
233SIT INVESTMENT ASSOCIATES INC222,272$1.4K0.41%2025-12-31
234SIGNATUREFD, LLC181$1.1K0.00%2025-12-31
235WEDBUSH SECURITIES INC143,063$8980.26%2025-12-31
236PRIVATE TRUST CO NA66$4140.00%2025-12-31
237JPMORGAN CHASE & CO20$1260.00%2025-12-31
238INGALLS & SNYDER LLC19,414$1220.03%2025-12-31
239CWM, LLC17,705$1110.03%2025-12-31
240ROTHSCHILD INVESTMENT LLC6$380.00%2025-12-31
241HAZLETT, BURT & WATSON, INC.4,923$310.00%2025-12-31
242Root Financial Partners, LLC2$100.00%2025-12-31
243FNY Investment Advisers, LLC1,000$60.00%2025-12-31
244Roble, Belko & Company, Inc100$10.00%2025-12-31
245Avion Wealth100$00.00%2025-12-31
246IFC & Insurance Marketing, Inc.74$00.00%2025-12-31