USA

Liberty All Star Equity Fund

Latest period2026 - Q2Total superinvestors16

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 16 superinvestors own shares of Liberty All Star Equity Fund (USA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Liberty All Star Equity Fund (USA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Liberty All Star Equity Fund (USA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Liberty All Star Equity Fund (USA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Diana Blair@Sage Capital Advisors,llc
Recent Activity
Increased 1.97%
0.07%
$304,977
52,492 shares@ 5.81 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
0.01%
$253,182
43,577 shares@ 5.81 avg price
Dave Reichert@Decision Investments, Inc
Recent Activity
Increased 224.4%
0.21%
$224,092
38,570 shares@ 5.82 avg price
Todd Smallwood@Procyon Advisors, Llc
Recent Activity
Increased 0.53%
0.01%
$146,165
25,157 shares@ 5.82 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Decreased -26.7%
0.05%
$132,278
22,767 shares@ 5.82 avg price
Craig Rumler@Corecap Advisors, Llc
Recent Activity
Increased 0.38%
0.01%
$115,014
19,796 shares@ 5.81 avg price
BENJAMIN S. SMITH@Smith Asset Management Co., Llc
Recent Activity
Decreased -1.88%
0.09%
$105,754
18,202 shares@ 5.82 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
0.01%
$93,018
16,760 shares@ 5.55 avg price
Joseph P. Preddy@Community Financial Services Group, Llc
Recent Activity
0.02%
$87,987
15,118 shares@ 5.83 avg price
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
Recent Activity
0.01%
$87,150
15,000 shares@ 5.81 avg price

1-10 of 16