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 $81.39M 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 $24.88M in its June 30, 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 $22.61M, representing an estimated loss of -9.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% 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
80
Total Reported Value
$81.39M
Largest Holder
Karpus Management, Inc.
Largest Position
$24.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | 0.72% | 4,548,670 | $24,881,223 | $22,606,890 | -$2,274,333 | -9.14% | |
| Shaker Financial Services, Llc | 2.62% | 1,527,646 | $8,356,224 | $7,592,401 | -$763,823 | -9.14% | |
| 1607 Capital Partners, Llc | 0.64% | 1,338,233 | $7,320,135 | $6,651,018 | -$669,117 | -9.14% | |
| Lpl Financial Llc | 0.00% | 880,532 | $4,816,511 | $4,376,244 | -$440,267 | -9.14% | |
| Wolverine Asset Management Llc | 0.04% | 619,677 | $3,389,633 | $3,079,795 | -$309,838 | -9.14% | |
| Rpo Llc | 12.89% | 571,839 | $3,127,959 | $2,842,040 | -$285,919 | -9.14% | |
| Advisors Asset Management, Inc. | 0.04% | 307,696 | $2,769,264 | $1,529,249 | -$1,240,015 | -44.78% | |
| Almitas Capital Llc | 0.61% | 466,560 | $2,552,083 | $2,318,803 | -$233,280 | -9.14% | |
| Saba Capital Management, L.P. | 0.07% | 443,199 | $2,424,299 | $2,202,699 | -$221,600 | -9.14% | |
| Blue Bell Private Wealth Management, Llc | 0.30% | 433,579 | $2,371,677 | $2,154,888 | -$216,789 | -9.14% | |
| Wells Fargo & Company/Mn | 0.00% | 322,622 | $1,764,741 | $1,603,431 | -$161,310 | -9.14% | |
| Boothbay Fund Management, Llc | 0.03% | 285,920 | $1,563,982 | $1,421,022 | -$142,960 | -9.14% | |
| Pmg Family Office Llc | 1.00% | 197,854 | $1,082,261 | $983,334 | -$98,927 | -9.14% | |
| Calamos Advisors Llc | 0.00% | 184,608 | $1,009,806 | $917,502 | -$92,304 | -9.14% | |
| Two Sigma Investments, Lp | 0.00% | 162,452 | $888,612 | $807,386 | -$81,226 | -9.14% | |
| Integrated Wealth Concepts Llc | 0.01% | 143,382 | $784,299 | $712,609 | -$71,690 | -9.14% | |
| Morgan Stanley | 0.00% | 138,804 | $759,262 | $689,856 | -$69,406 | -9.14% | |
| Logan Stone Capital, Llc | 0.16% | 137,932 | $754,488 | $685,522 | -$68,966 | -9.14% | |
| Xtx Topco Ltd | 0.01% | 124,008 | $678,324 | $616,320 | -$62,004 | -9.14% | |
| Ep Wealth Advisors, Llc | 0.00% | 120,743 | $660,463 | $600,093 | -$60,370 | -9.14% | |
| Ameriprise Financial Inc | 0.00% | 113,212 | $619,271 | $562,664 | -$56,607 | -9.14% | |
| Absolute Investment Advisers, Llc | 0.06% | 112,316 | $614,369 | $558,211 | -$56,158 | -9.14% | |
| Bulldog Investors, Llp | 0.13% | 104,407 | $571,106 | $518,903 | -$52,203 | -9.14% | |
| Osaic Holdings, Inc. | 0.00% | 90,367 | $494,309 | $449,124 | -$45,185 | -9.14% | |
| Invesco Ltd. | 0.00% | 79,815 | $436,588 | $396,681 | -$39,907 | -9.14% | |
| Dakota Wealth Management | 0.01% | 73,834 | $409,779 | $366,955 | -$42,824 | -10.45% | |
| Wedbush Securities Inc | 0.01% | 74,592 | $408,000 | $370,722 | -$37,278 | -9.14% | |
| Pnc Financial Services Group, Inc. | 0.00% | 71,295 | $389,984 | $354,336 | -$35,648 | -9.14% | |
| Quarry Lp | 0.06% | 68,164 | $372,857 | $338,775 | -$34,082 | -9.14% | |
| Advisory Advocates, Llc | 0.32% | 68,156 | $372,813 | $338,735 | -$34,078 | -9.14% | |
| Quantedge Capital Pte Ltd | 0.26% | 62,600 | $342,422 | $311,122 | -$31,300 | -9.14% | |
| Jones Financial Companies Lllp | 0.00% | 63,308 | $336,797 | $314,641 | -$22,156 | -6.58% | |
| Raymond James Financial Inc | 0.00% | 55,866 | $305,586 | $277,654 | -$27,932 | -9.14% | |
| Readystate Asset Management Lp | 0.01% | 52,830 | $288,980 | $262,565 | -$26,415 | -9.14% | |
| Kestra Private Wealth Services, Llc | 0.00% | 52,765 | $288,624 | $262,242 | -$26,382 | -9.14% | |
| Guggenheim Capital Llc | 0.00% | 51,777 | $283,220 | $257,332 | -$25,888 | -9.14% | |
| Smith Asset Management Co., Llc | 0.17% | 40,227 | $220,042 | $199,928 | -$20,114 | -9.14% | |
| Jane Street Group, Llc | 0.00% | 38,305 | $209,528 | $190,376 | -$19,152 | -9.14% | |
| Simplicity Wealth,Llc | 0.01% | 38,999 | $185,245 | $193,825 | +$8,580 | +4.63% | |
| Bank Of America Corp | 0.00% | 30,266 | $165,555 | $150,422 | -$15,133 | -9.14% | |
| Mercer Global Advisors Inc | 0.00% | 29,265 | $160,079 | $145,447 | -$14,632 | -9.14% | |
| Burke & Herbert Bank & Trust Co | 0.04% | 28,164 | $154,057 | $139,975 | -$14,082 | -9.14% | |
| Citadel Advisors Llc | 0.00% | 26,459 | $144,731 | $131,501 | -$13,230 | -9.14% | |
| Oppenheimer & Co Inc | 0.00% | 24,020 | $131,389 | $119,379 | -$12,010 | -9.14% | |
| Ubs Group Ag | 0.00% | 22,115 | $120,969 | $109,912 | -$11,057 | -9.14% | |
| Baird Financial Group, Inc. | 0.00% | 21,989 | $120,280 | $109,285 | -$10,995 | -9.14% | |
| Nomura Holdings Inc | 0.00% | 20,000 | $109,400 | $99,400 | -$10,000 | -9.14% | |
| Us Bancorp \De\ | 0.00% | 19,110 | $104,532 | $94,977 | -$9,555 | -9.14% | |
| Iht Wealth Management, Llc | 0.00% | 18,574 | $101,602 | $92,313 | -$9,289 | -9.14% | |
| Atlantic Union Bankshares Corp | 0.00% | 17,626 | $96,415 | $87,601 | -$8,814 | -9.14% |
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.