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Disclosery

USA LIBERTY ALL STAR EQUITY FD

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SH BEN INT (fund), issuer CIK 799195

191 managers (192 13F filers) reported a position in USA shares at 2025-03-31, 32,486,391 shares in all. 26 filers opened a position and 24 filers sold out during the quarter.

Managers
191
13F filers
192
New
26
Added
75
Reduced
38
Sold out
24
Shares held by filers
32,486,391

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC4,368,444$28.6M0.01%+720,27313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,284,905$21.5M<0.01%+66,02613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,041,649$19.9M0.01%+550,10113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,903,229$12.5M<0.01%+333,47813F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,687,876$11.1M<0.01%+114,04413F-HRTimelineGroup
Bensler, LLC1,686,808$11M1.38%+91,50913F-HRTimeline
Janney Montgomery Scott LLC1,178,002$7.72M0.02%+164,53013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC865,993$5.67M0.05%-66913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.832,922$5.46M0.01%+15,32013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…767,336$5.03M0.09%+12,36513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…593,341$3.89M0.01%-33,83113F-HRTimeline
UBS Group AGin group UBS Group AG526,142$3.45M<0.01%-104,65413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC502,979$3.29M0.11%+14,94813F-HRTimeline
Cambridge Investment Research Advisors,…443,044$2.9M0.01%-28,41213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.424,761$2.78M<0.01%+25,22213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…419,353$2.75M<0.01%-9,65013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN414,832$2.72M<0.01%+216,35713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC400,407$2.62M<0.01%-37,71413F-HRTimeline
Cetera Investment Advisers372,667$2.44M<0.01%+36,87413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/365,988$2.4M<0.01%-3,75113F-HRTimelineGroup
HighTower Advisors, LLC356,206$2.33M<0.01%+24,57313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding342,043$2.24M+399Timeline
Private Advisor Group, LLC333,649$2.19M0.01%+43,67613F-HRTimeline
Shaker Financial Services, LLC320,223$2.1M0.82%-88,87113F-HRTimeline
Advisors Asset Management, Inc.283,174$1.85M0.03%-198,55813F-HR/ATimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.270,000$1.77M<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…249,399$1.63M0.01%+52,49413F-HRTimeline
Sheaff Brock Investment Advisors, LLC241,230$1.58M0.15%-33,00013F-HRTimeline
Cornerstone Advisors, LLC219,737$1.44M0.06%+207,13713F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC192,924$1.26M0.58%+25,33113F-HRTimeline
J.W. COLE ADVISORS, INC.185,955$1.22M0.04%+138,26713F-HRTimeline
D.A. DAVIDSON & CO.168,628$1.1M0.01%+6,13313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC168,290$1.1M0.31%+8,02213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …160,326$1.05M0.02%+133,50613F-HRTimelineGroup
Live Oak Private Wealth LLC158,585$1.04M0.17%013F-HRTimeline
Mariner, LLCin group Mariner, LLC157,507$1.03M<0.01%-3,65013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP156,502$1.03M<0.01%+18,43713F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC150,236$984K0.01%-13,00013F-HRTimeline
RB Capital Management, LLC145,172$951K0.23%+6,08313F-HRTimeline
NewEdge Advisors, LLC143,782$942K0.01%+7,90713F-HRTimeline
Patten Group, Inc.126,305$827K0.19%-23,92213F-HRTimeline
Samalin Investment Counsel, LLC113,542$744K0.3%+16,21813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC111,922$733K0.07%+54,42113F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…111,589$731K0.14%+1,41513F-HRTimelineGroup
WEDBUSH SECURITIES INC107,833$706K0.03%-1,78613F-HRTimeline
Clear Creek Financial Management, LLC104,857$687K0.07%013F-HRTimeline
Triumph Capital Management100,549$659K0.22%+9,57713F-HRTimeline
Stockman Wealth Management, Inc.99,563$652K0.1%013F-HRTimeline
WealthTrust Asset Management, LLC96,741$634K0.47%-6,27113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…84,404$553K0.01%+16,12513F-HRTimelineGroup
Creative Planningin group Creative Planning83,039$544K<0.01%+14,36313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC78,047$542K0.01%013F-HRTimelineGroup
Heritage Wealth Management, Inc.82,675$542K0.18%-1,11813F-HRTimeline
Atria Wealth Solutions, Inc.82,282$539K0.01%-10,32613F-HRTimeline
Institute for Wealth Management, LLC.78,696$515K0.07%-13413F-HRTimeline
PFG Investments, LLC74,467$488K0.03%+4,00013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.73,556$482K0.03%-9,36213F-HR/ATimelineGroup
MINDSET WEALTH MANAGEMENT, LLC73,110$479K0.19%new13F-HRTimeline
Mezzasalma Advisors, LLC72,192$473K0.16%+3,30313F-HRTimeline
HRT FINANCIAL LP60,846$398K<0.01%new13F-HRTimeline
IHT Wealth Management, LLC58,182$381K0.01%+20,82213F-HRTimeline
NWF Advisory Services Inc.53,963$353K0.05%new13F-HRTimeline
MCDONALD PARTNERS LLC52,510$344K0.09%+2,51013F-HRTimeline
Sage Capital Advisors,llc52,399$343K0.09%-4,09713F-HRTimeline
Jaffetilchin Investment Partners, LLC52,258$342K0.02%+11,56913F-HRTimeline
Avior Wealth Management, LLC45,577$299K0.01%-6,00013F-HRTimeline
INTEGRITY ALLIANCE, LLC.44,943$294K0.01%new13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP43,934$288K0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC42,775$280K<0.01%+47213F-HRTimelineGroup
MSH Capital Advisors LLC42,770$280K0.09%+50013F-HRTimeline
AlphaCore Capital LLC42,222$277K0.02%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC40,346$264K0.01%new13F-HRTimelineGroup
Advisor Resource Council38,302$251K0.02%new13F-HRTimeline
Quantum Private Wealth, LLC36,715$240K0.09%013F-HRTimeline
LANARK FINANCIAL, INC.36,537$239K0.02%+36,50213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,955$229K<0.01%-32,34713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.34,527$226K<0.01%-32,68813F-HRTimelineGroup
Altus Wealth Group LLC34,122$223K0.1%013F-HRTimeline
Quad-Cities Investment Group, LLC33,464$219K0.11%+17313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,460$206K<0.01%+12,07913F-HRTimelineGroup
Astoria Portfolio Advisors LLC.33,482$206K0.07%+77713F-HRTimeline
Annex Advisory Services, LLC30,914$202K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,638$201K<0.01%+1,08213F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…29,275$194K0.01%+9,00013F-HRTimelineGroup
ELCO Management Co., LLC28,454$186K0.1%013F-HRTimeline
Elequin Capital, LP28,323$186K0.03%+27,66013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…28,091$184K<0.01%-1,38813F-HRTimelineGroup
WealthShield Partners, LLC26,424$173K0.02%+12,07713F-HRTimeline
Onyx Bridge Wealth Group LLC26,171$171K0.02%+7,17213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…25,125$165K0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,013$164K<0.01%-108,54113F-HRTimelineGroup
NorthCoast Asset Management LLC24,850$163K<0.01%013F-HR/ATimeline
KANE INVESTMENT MANAGEMENT, INC.23,162$152K0.07%+8,40213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV22,853$150K0.04%+1,09313F-HRTimeline
Next Level Wealth Planning, LLC22,605$148K0.11%+55513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,572$148K<0.01%+5,06513F-HRTimelineGroup
David J Yvars Group22,539$148K0.12%013F-HRTimeline
Canal Capital Management, LLC22,339$146K0.02%-9,30813F-HRTimeline
&PARTNERS22,150$145K<0.01%+3,93213F-HRTimeline
Cushing Capital Partners, LLC22,044$144K0.13%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,891$143K0.01%+1,04813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV21,761$143K<0.01%new13F-HRTimeline
Von Berge Wealth Management Group, LLC22,532$141K0.09%013F-HRTimeline
Prospera Financial Services Inc20,254$133K<0.01%-5,64013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC19,437$127K<0.01%013F-HRTimelineGroup
INGALLS & SNYDER LLC19,414$127K<0.01%013F-HRTimeline
OneDigital Investment Advisors LLC19,275$126K<0.01%new13F-HRTimeline
Lokken Investment Group LLC18,881$124K0.05%+213F-HRTimeline
Smith Asset Management Co., LLC18,651$122K0.12%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC18,526$121K0.09%-1,43113F-HRTimeline
Manske Wealth Management18,519$121K0.05%new13F-HRTimeline
Beacon Capital Management, LLC18,162$119K0.02%+86813F-HRTimeline
Mendel Capital Management LLC17,750$116K0.07%013F-HRTimeline
CoreCap Advisors, LLC17,473$114K0.01%-1,54713F-HRTimeline
United Community Bankin group United Community Bank17,178$113K0.04%+82113F-HRTimelineGroup
Consolidated Portfolio Review Corp17,147$112K0.02%-63013F-HRTimeline
RFG Advisory, LLC16,985$111K<0.01%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC16,760$110K0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,352$107K<0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC16,295$107K<0.01%+46113F-HRTimeline
CERTUITY, LLC16,039$105K0.01%+76613F-HRTimeline
WEBSTER BANK, N. A.15,898$104K0.01%013F-HRTimeline
Fiduciary Alliance LLC15,203$99.6K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,013$98.3K<0.01%new13F-HR/ATimelineGroup
Graves Light Lenhart Wealth, Inc.15,000$98.2K0.01%013F-HRTimeline
Octavia Wealth Advisors, LLC15,000$98.2K0.01%013F-HRTimeline
Golden State Wealth Management, LLC14,184$92.9K0.01%+67713F-HR/ATimeline
MRA Advisory Group13,721$89.9K0.05%+65313F-HRTimeline
Shulman DeMeo Asset Management LLC13,348$87.4K0.02%013F-HRTimeline
Mutual Advisors, LLC13,841$87.2K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC13,149$86.1K0.02%-113F-HRTimeline
Moloney Securities Asset Management, LLC12,826$84K0.01%+61313F-HRTimeline
Farther Finance Advisors, LLC12,457$82.2K<0.01%+11,29013F-HRTimeline
AMERIFLEX GROUP, INC.12,428$81.4K0.03%+29413F-HRTimeline
COMERICA BANK11,749$77K<0.01%-2,26513F-HRTimeline
FMB WEALTH MANAGEMENT11,719$76.8K0.04%new13F-HRTimeline
Alpha Cubed Investments, LLC11,570$75.8K<0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,500$75.2K0.01%-24,05913F-HR/ATimeline
SILVERLAKE WEALTH MANAGEMENT LLC11,075$72.5K0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,881$71.3K<0.01%-1,22813F-HRTimeline
Meridian Wealth Management, LLC10,851$71.1K<0.01%013F-HRTimeline
Concorde Asset Management, LLC11,050$70.5K0.04%+60013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,733$70.3K<0.01%+36613F-HRTimelineGroup
Virtue Capital Management, LLC10,588$69.6K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC10,435$68.3K<0.01%+13613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,431$68.3K<0.01%-1,43813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,325$67.3K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,000$65.5K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.8,712$57.1K0.03%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.7,595$50K0.02%013F-HRTimeline
Crews Bank & Trust7,142$46.8K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,120$46.6K<0.01%+97813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,500$42.6K<0.01%+4,11813F-HRTimelineGroup
Nova Wealth Management, Inc.6,363$41.7K0.04%013F-HR/ATimeline
Stone House Investment Management, LLC4,236$27.7K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB4,000$26.2K<0.01%013F-HRTimeline
GoalVest Advisory LLC3,600$23.6K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC3,053$20K<0.01%013F-HRTimeline
Allworth Financial LP2,808$17.6K<0.01%+2613F-HRTimeline
IFP Advisors, Inc2,519$16.5K<0.01%+12013F-HRTimeline
CWM, LLCin group CWM, LLC2,480$16K<0.01%+4113F-HRTimelineGroup
HHM Wealth Advisors, LLC2,402$15.7K<0.01%013F-HRTimeline
Community Bank, N.A.2,402$15.7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,330$15.3K<0.01%013F-HRTimeline
Rossby Financial, LCC2,296$14.5K0.01%new13F-HRTimeline
Pandora Wealth, Inc.2,166$14.2K0.01%13F-HRTimeline
AllSquare Wealth Management LLC1,965$12.9K0.01%+9313F-HRTimeline
Federation des caisses Desjardins du Qu…1,600$10.5K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.1,500$9.82K<0.01%new13F-HRTimeline
Key Financial Inc1,482$9.71K<0.01%+7013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,122$7.35K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,028$6.73K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,000$6.55K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.784$5.13K<0.01%+3813F-HRTimeline
Aventura Private Wealth, LLC712$4.66K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST627$4.11K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH500$3.27K<0.01%013F-HRTimeline
Parallel Advisors, LLC483$3.17K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO286$1.87K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners275$1.8K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC181$1.19K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…100$655<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC90$590<0.01%-3,56313F-HRTimeline
PRIVATE TRUST CO NA66$432<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.28$183<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT22$144<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7$45<0.01%-26713F-HRTimeline
ROTHSCHILD INVESTMENT LLC6$39<0.01%013F-HRTimeline
Sound Income Strategies, LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth100$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.