LIBERTY ALL STAR EQUITY FD

$USA
13F holders
223
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 223 · Source: 13F-HR
01
Atlas Capital Advisors Inc.
02
Taconic Capital Advisors LP
03
CANADA LIFE ASSURANCE Co
04
Sheaff Brock Investment Advisors, LLC
05
Canal Insurance CO
06
State Farm Mutual Automobile Insurance Co.
07
Banyan Capital Management, Inc.
08
Raymond James Financial Inc.
09
Menlo Advisors LLC
10
Wallington Asset Management, LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 223 13F holders · Pro →

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$USA is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.57%, with an average of 0.46% of portfolio. Largest holder: Absolute Investment Advisers, LLC at 1.57%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

6 transactions · 4 filers
06 Feb 2026
Rettinger Erich
▲ BOUGHT
350
$6.01
P
30 Dec 2025
Haley Mark T
▲ BOUGHT
1,600
$6.30
P
21 Nov 2025
Khwaja-Dixon Sareena
▲ BOUGHT
500
$5.86
P
01 Oct 2025
Haley Mark T
▲ BOUGHT
1,000
$6.37
P
09 Sep 2025
Haley Mark T
▲ BOUGHT
1,500
$6.58
P
19 May 2025
Milas Robert
▲ BOUGHT
1,500
$6.66
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $USA in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $USA lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $USA — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:07 UTC.