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USA LIBERTY ALL STAR EQUITY FD

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SH BEN INT (fund), issuer CIK 799195

225 managers (228 13F filers) reported a position in USA shares at 2026-06-30, 64,690,799 shares in all. 31 filers opened a position and 25 filers sold out during the quarter.

Managers
225
13F filers
228
New
31
Added
83
Reduced
60
Sold out
25
Shares held by filers
64,690,799

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Commonwealth Retirement Investments LLC2,400$13.9K<0.01%new13F-HRTimeline
Rossby Financial, LCC2,374$13.8K<0.01%+7813F-HRTimeline
AdvisorNet Financial, Inc2,330$13.5K<0.01%013F-HRTimeline
Westfuller Advisors, LLC1,661$9.65K<0.01%-5,37313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,680$9.61K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC1,592$9.25K<0.01%new13F-HRTimeline
First Pacific Financial1,487$8.64K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,122$6.52K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC1,000$5.81K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.894$5.2K<0.01%+2313F-HRTimeline
United Financial Planning Group LLC819$4.76K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC712$4.14K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.650$3.78K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST627$3.64K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC600$3.49K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC500$2.9K<0.01%013F-HRTimeline
Arax Advisory Partners469$2.73K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC181$1.05K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc100$1K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC96$558<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA66$383<0.01%013F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd22$128<0.01%13F-HRTimelineGroup
Nemes Rush Group LLC18$105<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11$65<0.01%-135,69313F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC5$30<0.01%new13F-HRTimelineGroup