LIBERTY ALL-STAR GROWTH FD (ASG) Institutional Shareholders
LIBERTY ALL-STAR GROWTH FD (ASG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $63.03M in ASG holdings during the latest filing period.
Karpus Management, Inc. is currently the largest disclosed institutional shareholder of ASG tracked by InsiderSet, reporting ownership valued at approximately $20.05M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $21.69M, representing an estimated gain of +8.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed ASG value among the investors covered in this analysis. Major shareholders include Karpus Management, Inc., Shaker Financial Services, Llc, 1607 Capital Partners, Llc, and several other long-term asset managers with concentrated positions in LIBERTY ALL-STAR GROWTH FD (ASG).
This page ranks the largest institutional ASG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
74
Total Reported Value
$63.03M
Largest Holder
Karpus Management, Inc.
Largest Position
$20.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | 0.63% | 4,220,488 | $20,047,317 | $21,693,308 | +$1,645,991 | +8.21% | |
| Shaker Financial Services, Llc | 2.62% | 1,527,646 | $8,356,224 | $7,852,100 | -$504,124 | -6.03% | |
| 1607 Capital Partners, Llc | 0.59% | 1,484,739 | $8,240,301 | $7,631,558 | -$608,743 | -7.39% | |
| Lpl Financial Llc | 0.00% | 897,726 | $4,264,197 | $4,614,312 | +$350,115 | +8.21% | |
| Wolverine Asset Management Llc | 0.04% | 541,588 | $2,572,543 | $2,783,762 | +$211,219 | +8.21% | |
| Rpo Llc | 7.12% | 371,654 | $1,765,356 | $1,910,302 | +$144,946 | +8.21% | |
| Wells Fargo & Company/Mn | 0.00% | 331,516 | $1,574,704 | $1,703,992 | +$129,288 | +8.21% | |
| Blue Bell Private Wealth Management, Llc | 0.23% | 329,944 | $1,567,234 | $1,695,912 | +$128,678 | +8.21% | |
| Pmg Family Office Llc | 1.00% | 197,854 | $1,082,261 | $1,016,970 | -$65,291 | -6.03% | |
| Calamos Advisors Llc | 0.00% | 184,608 | $1,009,806 | $948,885 | -$60,921 | -6.03% | |
| Boothbay Fund Management, Llc | 0.02% | 185,827 | $882,678 | $955,151 | +$72,473 | +8.21% | |
| Two Sigma Investments, Lp | 0.00% | 162,452 | $771,647 | $835,003 | +$63,356 | +8.21% | |
| Rivernorth Capital Management, Llc | 0.04% | 148,698 | $706,316 | $764,308 | +$57,992 | +8.21% | |
| Integrated Wealth Concepts Llc | 0.01% | 143,810 | $683,099 | $739,183 | +$56,084 | +8.21% | |
| Almitas Capital Llc | 0.15% | 137,985 | $655,429 | $709,243 | +$53,814 | +8.21% | |
| Advisory Advocates, Llc | 0.33% | 129,812 | $651,068 | $667,234 | +$16,166 | +2.48% | |
| Advisors Asset Management, Inc. | 0.01% | 132,814 | $630,867 | $682,664 | +$51,797 | +8.21% | |
| Absolute Investment Advisers, Llc | 0.06% | 112,316 | $614,369 | $577,304 | -$37,065 | -6.03% | |
| Morgan Stanley | 0.00% | 129,228 | $613,837 | $664,232 | +$50,395 | +8.21% | |
| Ameriprise Financial Inc | 0.00% | 110,877 | $526,666 | $569,908 | +$43,242 | +8.21% | |
| Dakota Wealth Management | 0.01% | 87,229 | $414,338 | $448,357 | +$34,019 | +8.21% | |
| Quarry Lp | 0.08% | 82,270 | $390,783 | $422,868 | +$32,085 | +8.21% | |
| Invesco Ltd. | 0.00% | 74,836 | $355,471 | $384,657 | +$29,186 | +8.21% | |
| Pnc Financial Services Group, Inc. | 0.00% | 65,170 | $309,558 | $334,974 | +$25,416 | +8.21% | |
| Jones Financial Companies Lllp | 0.00% | 66,197 | $307,155 | $340,253 | +$33,098 | +10.78% | |
| Kestra Private Wealth Services, Llc | 0.00% | 52,765 | $288,624 | $271,212 | -$17,412 | -6.03% | |
| Xtx Topco Ltd | 0.00% | 60,196 | $285,931 | $309,407 | +$23,476 | +8.21% | |
| Guggenheim Capital Llc | 0.00% | 58,930 | $279,918 | $302,900 | +$22,982 | +8.21% | |
| Ubs Group Ag | 0.00% | 55,451 | $263,393 | $285,018 | +$21,625 | +8.21% | |
| Raymond James Financial Inc | 0.00% | 54,327 | $258,055 | $279,241 | +$21,186 | +8.21% | |
| Osaic Holdings, Inc. | 0.00% | 53,716 | $255,148 | $276,100 | +$20,952 | +8.21% | |
| Smith Asset Management Co., Llc | 0.17% | 40,227 | $220,042 | $206,767 | -$13,275 | -6.03% | |
| Simplicity Wealth,Llc | 0.01% | 38,999 | $185,245 | $200,455 | +$15,210 | +8.21% | |
| Bank Of America Corp | 0.00% | 30,081 | $142,884 | $154,616 | +$11,732 | +8.21% | |
| Burke & Herbert Bank & Trust Co | 0.04% | 28,164 | $133,779 | $144,763 | +$10,984 | +8.21% | |
| Silver Oak Securities, Incorporated | 0.01% | 27,459 | $130,432 | $141,139 | +$10,707 | +8.21% | |
| Mercer Global Advisors Inc | 0.00% | 27,419 | $130,240 | $140,934 | +$10,694 | +8.21% | |
| Oppenheimer & Co Inc | 0.00% | 23,521 | $111,725 | $120,898 | +$9,173 | +8.21% | |
| Baird Financial Group, Inc. | 0.00% | 21,989 | $104,448 | $113,023 | +$8,575 | +8.21% | |
| Decision Investments, Inc | 0.09% | 17,180 | $93,975 | $88,305 | -$5,670 | -6.03% | |
| Us Bancorp \De\ | 0.00% | 18,712 | $88,882 | $96,180 | +$7,298 | +8.21% | |
| Iht Wealth Management, Llc | 0.00% | 18,192 | $86,415 | $93,507 | +$7,092 | +8.21% | |
| Atlantic Union Bankshares Corp | 0.00% | 17,626 | $83,724 | $90,598 | +$6,874 | +8.21% | |
| Hightower Advisors, Llc | 0.00% | 17,010 | $80,796 | $87,431 | +$6,635 | +8.21% | |
| Integrity Alliance, Llc. | 0.00% | 13,791 | $75,439 | $70,886 | -$4,553 | -6.04% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 15,384 | $73,073 | $79,074 | +$6,001 | +8.21% | |
| Rmr Wealth Builders | 0.00% | 12,008 | $65,684 | $61,721 | -$3,963 | -6.03% | |
| Independent Financial Group, Llc | 0.00% | 11,908 | $65,138 | $61,207 | -$3,931 | -6.03% | |
| Kovack Advisors, Inc. | 0.00% | 11,222 | $61,384 | $57,681 | -$3,703 | -6.03% | |
| Ae Wealth Management Llc | 0.00% | 12,461 | $59,190 | $64,050 | +$4,860 | +8.21% |
Frequently asked questions about ASG
Who owns the most ASG stock?
The largest holders of ASG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for LIBERTY ALL-STAR GROWTH FD (ASG).
Is ASG widely held by superinvestors?
Many widely followed stocks like ASG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ASG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.