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Disclosery

USA LIBERTY ALL STAR EQUITY FD

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SH BEN INT (fund), issuer CIK 799195

193 managers (194 13F filers) reported a position in USA shares at 2025-06-30, 34,908,433 shares in all. 16 filers opened a position and 15 filers sold out during the quarter.

Managers
193
13F filers
194
New
16
Added
70
Reduced
48
Sold out
15
Shares held by filers
34,908,433

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC4,536,023$30.9M0.01%+167,57913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,406,432$23.2M<0.01%+121,52713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,205,944$21.8M0.01%+164,29513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,981,102$13.5M<0.01%+77,87313F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,742,069$11.9M<0.01%+54,19313F-HRTimelineGroup
Bensler, LLC1,706,977$11.6M1.3%+20,16913F-HRTimeline
Janney Montgomery Scott LLC1,201,819$8.18M0.02%+23,81713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.936,473$6.38M0.01%+103,55113F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC812,532$5.53M0.04%-53,46113F-HRTimelineGroup
Shaker Financial Services, LLC803,925$5.47M1.99%+483,70213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…790,710$5.38M0.08%+23,37413F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP639,319$4.35M0.18%+595,38513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC534,970$3.64M0.1%+31,99113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN531,719$3.62M<0.01%+116,88713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…507,575$3.52M0.01%-85,76613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.453,344$3.09M<0.01%+28,58313F-HRTimelineGroup
UBS Group AGin group UBS Group AG447,391$3.05M<0.01%-78,75113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…419,742$2.86M<0.01%+38913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC419,289$2.85M<0.01%+18,88213F-HRTimeline
HighTower Advisors, LLC381,011$2.59M<0.01%+24,80513F-HRTimeline
Cornerstone Advisors, LLC377,247$2.57M0.09%+157,51013F-HRTimeline
Cetera Investment Advisers372,357$2.54M<0.01%-31013F-HRTimeline
Cambridge Investment Research Advisors,…366,940$2.5M0.01%-76,10413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management357,023$2.43M0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding351,953$2.4M+9,910Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/324,711$2.21M<0.01%-41,27713F-HRTimelineGroup
Private Advisor Group, LLC319,295$2.17M0.01%-14,35413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.270,000$1.84M<0.01%013F-HRTimelineGroup
MINDSET WEALTH MANAGEMENT, LLC235,904$1.61M0.53%+162,79413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC194,221$1.32M0.56%+1,29713F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC190,298$1.3M0.02%+149,95213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC187,417$1.28M0.02%+109,37013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.186,262$1.27M0.03%+30713F-HRTimeline
D.A. DAVIDSON & CO.183,088$1.25M0.01%+14,46013F-HRTimeline
Mariner, LLCin group Mariner, LLC171,966$1.17M<0.01%+14,45913F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC169,575$1.15M0.28%+1,28513F-HRTimeline
Westbourne Investment Advisors, Inc.162,000$1.1M0.33%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP159,353$1.09M<0.01%+2,85113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …158,868$1.08M0.01%-1,45813F-HRTimelineGroup
Live Oak Private Wealth LLC158,585$1.08M0.16%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC157,124$1.07M<0.01%+142,11113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC150,236$1.02M0.01%013F-HRTimeline
RB Capital Management, LLC143,094$974K0.22%-2,07813F-HRTimeline
NewEdge Advisors, LLC141,054$961K<0.01%-2,72813F-HRTimeline
Patten Group, Inc.125,899$857K0.18%-40613F-HRTimeline
Samalin Investment Counsel, LLC116,756$795K0.31%+3,21413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…110,929$755K0.14%-66013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC109,692$747K0.06%-2,23013F-HRTimeline
Triumph Capital Management106,874$728K0.22%+6,32513F-HR/ATimeline
Advisors Asset Management, Inc.106,002$722K0.01%-177,17213F-HR/ATimeline
Clear Creek Financial Management, LLC104,857$714K0.07%013F-HRTimeline
WEDBUSH SECURITIES INC104,821$714K0.02%-3,01213F-HRTimeline
Abel Hall, LLC103,000$701K0.32%new13F-HRTimeline
Stockman Wealth Management, Inc.99,563$678K0.09%013F-HRTimeline
Institute for Wealth Management, LLC.87,533$596K0.07%+8,83713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…84,404$575K0.01%013F-HRTimelineGroup
Allworth Financial LP81,708$556K<0.01%+78,90013F-HRTimeline
Creative Planningin group Creative Planning80,867$551K<0.01%-2,17213F-HRTimelineGroup
WealthTrust Asset Management, LLC78,689$536K0.4%-18,05213F-HRTimeline
Mezzasalma Advisors, LLC73,734$502K0.15%+1,54213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.64,477$439K0.02%-9,07913F-HRTimelineGroup
PFG Investments, LLC64,239$437K0.03%-10,22813F-HRTimeline
Atria Wealth Solutions, Inc.63,445$434K0.01%-18,83713F-HRTimeline
Elequin Capital, LP63,351$431K0.06%+35,02813F-HRTimeline
Heritage Wealth Management, Inc.59,319$404K0.13%-23,35613F-HRTimeline
IHT Wealth Management, LLC57,096$389K0.01%-1,08613F-HRTimeline
NWF Advisory Services Inc.55,158$376K0.04%+1,19513F-HRTimeline
MCDONALD PARTNERS LLC53,682$366K0.09%+1,17213F-HRTimeline
Boreal Capital Management LLC0$359K0.3%13F-HRTimelineAmount filed as zero, left out of ratios.
Steward Partners Investment Advisory, L…48,349$329K<0.01%-201,05013F-HRTimeline
Sage Capital Advisors,llc47,861$326K0.08%-4,53813F-HRTimeline
Avior Wealth Management, LLC45,577$310K0.01%013F-HRTimeline
MSH Capital Advisors LLC44,270$301K0.09%+1,50013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC42,996$293K<0.01%+22113F-HRTimelineGroup
AlphaCore Capital LLC38,564$263K0.01%-3,65813F-HRTimeline
LANARK FINANCIAL, INC.37,352$254K0.02%+81513F-HRTimeline
HRT FINANCIAL LP36,970$251K<0.01%-23,87613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.34,844$237K<0.01%+31713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,362$234K<0.01%+2,90213F-HRTimelineGroup
Quad-Cities Investment Group, LLC34,209$233K0.11%+74513F-HRTimeline
Altus Wealth Group LLC34,122$232K0.1%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS32,592$222K<0.01%new13F-HRTimeline
Astoria Portfolio Advisors LLC.32,896$218K0.06%-58613F-HRTimeline
Annex Advisory Services, LLC30,914$211K0.01%013F-HRTimeline
ELCO Management Co., LLC28,454$194K0.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,419$194K<0.01%-6,53613F-HRTimelineGroup
Onyx Bridge Wealth Group LLC27,276$186K0.02%+1,10513F-HRTimeline
David J Yvars Group27,179$185K0.11%+4,64013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…27,019$184K<0.01%-1,07213F-HRTimelineGroup
Quantum Private Wealth, LLC26,715$182K0.06%-10,00013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,379$180K0.01%+4,48813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,143$178K<0.01%-4,49513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,674$175K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,193$172K<0.01%+18013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…25,125$171K<0.01%013F-HRTimelineGroup
NorthCoast Asset Management LLC24,850$169K<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.24,585$167K<0.01%+8,23313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV23,363$159K0.03%+51013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP23,957$157K0.06%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,018$157K0.01%new13F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC22,749$155K0.01%-29,50913F-HRTimeline
Next Level Wealth Planning, LLC22,605$154K0.1%013F-HRTimeline
Accuvest Global Advisors22,455$153K0.1%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,411$153K<0.01%-16113F-HRTimelineGroup
&PARTNERS22,150$151K<0.01%013F-HRTimeline
Cushing Capital Partners, LLC22,044$150K0.13%013F-HRTimeline
OneDigital Investment Advisors LLC20,775$141K<0.01%+1,50013F-HRTimeline
Prospera Financial Services Inc20,336$138K<0.01%+8213F-HRTimeline
RFG Advisory, LLC19,974$136K<0.01%+2,98913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC19,437$132K<0.01%013F-HRTimelineGroup
INGALLS & SNYDER LLC19,414$132K<0.01%013F-HRTimeline
Smith Asset Management Co., LLC18,651$127K0.11%013F-HRTimeline
Manske Wealth Management18,519$126K0.04%013F-HRTimeline
Beacon Capital Management, LLC18,166$124K0.02%+413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,076$123K<0.01%-3,68513F-HRTimeline
Mendel Capital Management LLC17,750$121K0.07%013F-HRTimeline
United Community Bankin group United Community Bank17,561$120K0.04%+38313F-HRTimelineGroup
CoreCap Advisors, LLC17,529$119K<0.01%+5613F-HRTimeline
Kovack Advisors, Inc.17,391$118K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC17,229$117K0.01%new13F-HRTimeline
Lokken Investment Group LLC16,882$115K0.04%-1,99913F-HRTimeline
SAX WEALTH ADVISORS, LLC16,760$114K0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC16,511$112K<0.01%+21613F-HRTimeline
CERTUITY, LLC16,397$112K0.01%+35813F-HRTimeline
WealthShield Partners, LLC16,082$110K0.01%-10,34213F-HRTimeline
WEBSTER BANK, N. A.15,898$108K0.01%013F-HRTimeline
Consolidated Portfolio Review Corp15,376$105K0.01%-1,77113F-HRTimeline
Kapstone Financial Advisors LLC15,091$103K0.05%new13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC15,057$103K0.07%-3,46913F-HRTimeline
Graves Light Lenhart Wealth, Inc.15,000$102K0.01%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.14,855$101K0.05%-8,30713F-HRTimeline
Golden State Wealth Management, LLC14,500$98.7K0.01%+31613F-HRTimeline
Farther Finance Advisors, LLC14,269$97.2K<0.01%+1,81213F-HRTimeline
MRA Advisory Group14,025$95.5K0.04%+30413F-HRTimeline
Mutual Advisors, LLC13,841$92.5K<0.01%013F-HRTimeline
Shulman DeMeo Asset Management LLC13,348$90.9K0.02%013F-HRTimeline
Moloney Securities Asset Management, LLC13,113$89.3K0.01%+28713F-HRTimeline
Valeo Financial Advisors, LLC13,050$88.9K<0.01%new13F-HR/ATimeline
Fiduciary Alliance LLC12,939$88.1K0.01%-2,26413F-HRTimeline
WESTBOURNE INVESTMENTS, INC.12,800$87.2K0.05%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,000$81.7K<0.01%+2,00013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED11,754$80K0.01%+25413F-HRTimeline
FMB WEALTH MANAGEMENT11,719$79.8K0.04%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,325$77.1K<0.01%013F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC11,075$75.4K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,965$74.7K<0.01%+8413F-HRTimeline
Meridian Wealth Management, LLC10,851$73.9K<0.01%013F-HRTimeline
HBK Sorce Advisory LLC10,850$73.9K<0.01%new13F-HRTimeline
Merit Financial Group, LLC10,713$73K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,431$71K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC10,299$70.1K<0.01%-13613F-HRTimeline
Summit Financial, LLC10,005$68.1K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,559$58.3K<0.01%-20,71613F-HRTimelineGroup
COMERICA BANK7,855$53.5K<0.01%-3,89413F-HRTimeline
HAZLETT, BURT & WATSON, INC.7,595$52K0.02%013F-HRTimeline
Crews Bank & Trust7,142$48.6K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,592$44.9K<0.01%-52813F-HRTimelineGroup
Nova Wealth Management, Inc.6,363$43.3K0.03%013F-HRTimeline
Blue Trust, Inc.4,343$29.6K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC4,331$29.5K0.01%+9513F-HRTimeline
Wilmington Savings Fund Society, FSB4,000$27.2K<0.01%013F-HRTimeline
GoalVest Advisory LLC3,075$20.9K0.01%-52513F-HRTimeline
HOEY INVESTMENTS, INC3,053$20.8K<0.01%013F-HRTimeline
Hilltop National Bank2,869$19.5K0.01%13F-HRTimeline
IFP Advisors, Inc2,576$17.5K<0.01%+5713F-HRTimeline
CWM, LLCin group CWM, LLC2,480$17K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC2,402$16.4K<0.01%013F-HRTimeline
Community Bank, N.A.2,402$16.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,330$15.9K<0.01%013F-HRTimeline
Rossby Financial, LCC2,296$15.6K0.01%013F-HRTimeline
Pandora Wealth, Inc.2,214$15.1K0.01%+4813F-HRTimeline
AllSquare Wealth Management LLC2,008$13.7K0.01%+4313F-HRTimeline
Federation des caisses Desjardins du Qu…1,600$10.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,122$7.64K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,028$7K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,000$6.81K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.801$5.46K<0.01%+1713F-HRTimeline
Aventura Private Wealth, LLC712$4.85K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST627$4.27K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH500$3.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC483$3.29K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners275$1.87K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC181$1.23K<0.01%013F-HRTimeline
WPG Advisers, LLC91$620<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA66$449<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…65$443<0.01%-3513F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT22$150<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7$48<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6$41<0.01%013F-HRTimeline
Sound Income Strategies, LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$1<0.01%-28613F-HRTimelineGroupAmount filed as zero, left out of ratios.
Avion Wealth100$00%013F-HR/ATimelineValue 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.