Institutional Ownership
Liberty All-Star Growth Fd I
CUSIP 529900102COMASGQ1 2026
13D / 13G Filings
13
Schedule 13D/13G on record
Beneficial Filers
5
Distinct reporting persons
Largest Stake
14.6%
Max % of class reported
Institutional Holders
73
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
13 filings · latest Jan 14, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 14, 2026 | First Trust Portfolios L.P. | 13G/A | 14.6% | 9.17M | SEC |
| 2 | Jul 16, 2025 | First Trust Portfolios L.P. | 13G/A | 12.8% | 7.94M | SEC |
| 3 | Jan 17, 2025 | First Trust Portfolios L.P. | 13G/A | 11.4% | 6.96M | SEC |
| 4 | Nov 13, 2024 | Karpus Management, Inc. | 13G | 5.6% | 3.37M | SEC |
| 5 | Aug 7, 2024 | First Trust Portfolios LP | 13G/A | 10.0% | 6.03M | SEC |
| 6 | Jan 17, 2024 | First Trust Portfolios LP | 13G/A | 9.8% | 5.78M | SEC |
| 7 | Mar 10, 2023 | First Trust Portfolios LP | 13G/A | 10.0% | 5.73M | SEC |
| 8 | Jan 25, 2023 | First Trust Portfolios LP | 13G/A | 9.6% | 5.50M | SEC |
| 9 | Jan 21, 2022 | First Trust Portfolios LP | 13G/A | 10.1% | 5.56M | SEC |
| 10 | Jan 29, 2021 | First Trust Portfolios LP | 13G/A | 12.1% | 5.12M | SEC |
3 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Liberty All-Star Growth Fd I.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Karpus Management, Inc. | 4.22M | $20.05M |
| 2 | Shaker Financial Services, LLC | 1.83M | $8.71M |
| 3 | 1607 Capital Partners, LLC | 1.48M | $8.24M |
| 4 | Lpl Financial LLC | 897.7K | $4.26M |
| 5 | Wolverine Asset Management LLC | 541.6K | $2.57M |
| 6 | Rpo LLC | 371.7K | $1.77M |
| 7 | Wells Fargo & Company/Mn | 331.5K | $1.57M |
| 8 | Blue Bell Private Wealth Management, LLC | 329.9K | $1.57M |
| 9 | Calamos Advisors LLC | 228.7K | $1.09M |
| 10 | Pmg Family Office LLC | 197.7K | $939.0K |