Security key
530158104
LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA)
CUSIP: 530158104
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / SH BEN INT
- Total 13F shares
- 6,289
- Total 13F value
- $36,539
- Share change
- 0
- SEC-reported price per share
- $5.81
- Number of holders
- 2
Report period
Q2 2026
Institutions
2
Top holders
2
USA full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
LIBERTY ALL STAR EQUITY FUND SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 530158104
Recent filing periods:
Ownership snapshot
Top reported holders of USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
RAYMOND JAMES FINANCIAL INC
Disclosed value leader
RAYMOND JAMES FINANCIAL INC
Comparable rows
0/15
Latest evidence
31 Mar 2026
13F
Highest disclosed value: $30,249,809
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
RAYMOND JAMES FINANCIAL INC has the largest disclosed position value at $30.25M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens RAYMOND JAMES FINANCIAL INC's linked filing trail.
Disclosed position value
Top 5
RAYMOND JAMES FINANCIAL INC
$30.25M
RIVERNORTH CAPITAL MANAGEMENT, LLC
$28.84M
MORGAN STANLEY
$26.04M
LPL Financial LLC
$18.87M
Karpus Management, Inc.
$17.3M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$30,249,809
5,450,416 shares
|
— | 31 Mar 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$28,839,126
5,196,239 shares
|
— | 31 Mar 2026 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$26,041,114
4,692,092 shares
|
— | 31 Mar 2026 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$18,873,818
3,400,688 shares
|
— | 31 Mar 2026 |
| Karpus Management, Inc. |
13F
Company
|
—
class O/S missing
|
$17,296,635
3,116,511 shares
|
— | 31 Mar 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC |
13F
Company
|
—
class O/S missing
|
$13,403,838
2,415,106 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
2
Shares
6,289
Rows available
2
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
217
Q2 2026 holders
2
Holder diff
-215
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend