USA LIBERTY ALL STAR EQUITY FD
FollowSH BEN INT (fund), issuer CIK 799195
208 managers (210 13F filers) reported a position in USA shares at 2025-09-30, 41,850,181 shares in all. 31 filers opened a position and 14 filers sold out during the quarter.
- Managers
- 208
- 13F filers
- 210
- New
- 31
- Added
- 88
- Reduced
- 35
- Sold out
- 14
- Shares held by filers
- 41,850,181
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| SIGNATUREFD, LLC | 181 | $1.15K | <0.01% | 0 | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 111 | $705 | <0.01% | +111 | 13F-HR/ATimelineGroup |
| WPG Advisers, LLC | 93 | $590 | <0.01% | +2 | 13F-HRTimeline |
| PRIVATE TRUST CO NA | 66 | $418 | <0.01% | 0 | 13F-HRTimeline |
| HOLLENCREST CAPITAL MANAGEMENT | 22 | $139 | <0.01% | 0 | 13F-HRTimeline |
| ROTHSCHILD INVESTMENT LLC | 6 | $38 | <0.01% | 0 | 13F-HRTimeline |
| Root Financial Partners, LLC | 2 | $10 | <0.01% | new | 13F-HRTimeline |
| Avion Wealth | 100 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. |