LIBERTY ALL STAR EQUITY FD

$USA
Smart money positioned

7 of the Top-200 alpha managers hold $USA as of the latest 13F snapshot.

13F holders
223
Insider buys · 90d
0
Congress · 90d
0

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.

Institutional holders

Top 10 of 223 · Source: 13F-HR
01
Atlas Capital Advisors Inc.
1.55% of portfolio
5,196,239 sh
02
Taconic Capital Advisors LP
0.01% of portfolio
3,400,688 sh
03
CANADA LIFE ASSURANCE Co
0.54% of portfolio
3,116,511 sh
04
Sheaff Brock Investment Advisors, LLC
0.01% of portfolio
2,427,695 sh
05
Canal Insurance CO
1.57% of portfolio
2,415,106 sh
06
State Farm Mutual Automobile Insurance Co.
2,110,544 sh
07
Banyan Capital Management, Inc.
1,975,555 sh
08
Raymond James Financial Inc.
1,544,408 sh
09
Menlo Advisors LLC
0.01% of portfolio
1,500,000 sh
10
Wallington Asset Management, LLC
0.46% of portfolio
1,338,233 sh
See all 223 13F holders · Pro →

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.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:40 UTC.