Who Owns LIBERTY ALL (ASG)? -- Institutional Holders (2026-06-30)

90 institutions reported holding $79.4M of LIBERTY ALL (ASG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Karpus Management, Inc. ($24.9M), Shaker Financial Services, LLC ($8.4M), 1607 Capital Partners, LLC ($7.3M), LPL Financial LLC ($4.8M), WOLVERINE ASSET MANAGEMENT LLC ($3.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Karpus Management, Inc.$24.9M4.5MAdded
2Shaker Financial Services, LLC$8.4M1.5MTrimmed
31607 Capital Partners, LLC$7.3M1.3MTrimmed
4LPL Financial LLC$4.8M880,532Trimmed
5WOLVERINE ASSET MANAGEMENT LLC$3.4M619,677Added
6RPO LLC$3.1M571,839Added
7Almitas Capital LLC$2.6M466,560Added
8Saba Capital Management, L.P.$2.4M443,199New
9BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$2.4M433,579Added
10WELLS FARGO & COMPANY/MN$1.8M322,622Trimmed
11BOOTHBAY FUND MANAGEMENT, LLC$1.6M285,920Added
12PMG Family Office LLC$1.1M197,854Added
13Calamos Advisors LLC$1.0M184,608Trimmed
14TWO SIGMA INVESTMENTS, LP$888,612162,452Hold
15Integrated Wealth Concepts LLC$784,299143,382Trimmed
16MORGAN STANLEY$759,262138,804Added
17Logan Stone Capital, LLC$754,488137,932New
18Advisors Asset Management, Inc.$724,140132,384Trimmed
19XTX Topco Ltd$678,324124,008Added
20EP Wealth Advisors, LLC$660,463120,743New
21AMERIPRISE FINANCIAL INC$619,271113,212Added
22ABSOLUTE INVESTMENT ADVISERS, LLC$614,369112,316Trimmed
23Bulldog Investors, LLP$571,106104,407New
24OSAIC HOLDINGS, INC.$494,30990,367Added
25Dakota Wealth Management$483,87188,459Added

Source: SEC Form 13F filings · as of 2026-06-30