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Disclosery

USA LIBERTY ALL STAR EQUITY FD

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SH 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.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC4,651,450$29.5M0.01%+115,42713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,095,005$26M0.01%+889,06113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,409,523$21.6M<0.01%+3,09113F-HR/ATimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC2,018,714$12.8M0.73%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,015,842$12.8M<0.01%+34,74013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,741,817$11M<0.01%-25213F-HRTimelineGroup
Janney Montgomery Scott LLC1,316,829$8.35M0.02%+115,01013F-HRTimeline
Shaker Financial Services, LLC1,307,623$8.29M2.84%+503,69813F-HRTimeline
Cornerstone Advisors, LLC1,035,627$6.57M0.22%+658,38013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…976,416$6.19M0.07%+185,70613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.882,078$5.8M0.01%-54,39513F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP898,123$5.69M0.28%+258,80413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC876,092$5.55M0.04%+63,56013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN824,191$5.23M<0.01%+292,47213F-HRTimelineGroup
Polar Asset Management Partners Inc.752,232$4.77M0.1%new13F-HR/ATimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC683,152$4.33M0.06%+492,85413F-HRTimelineGroup
1607 Capital Partners, LLC628,404$3.98M0.3%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC534,266$3.39M0.08%-70413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…520,913$3.33M0.01%+13,33813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding504,418$3.2M+152,465Timeline
Invesco Ltd.in group Invesco Ltd.488,288$3.1M<0.01%+34,94413F-HRTimelineGroup
Cetera Investment Advisers456,839$2.9M<0.01%+84,48213F-HRTimeline
UBS Group AGin group UBS Group AG425,625$2.7M<0.01%-21,76613F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.400,000$2.54M<0.01%+130,00013F-HRTimelineGroup
Integrated Wealth Concepts LLC393,595$2.5M0.02%+383,29613F-HRTimeline
HighTower Advisors, LLC384,866$2.44M<0.01%+3,85513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…382,372$2.42M<0.01%-37,37013F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC368,500$2.34M0.29%new13F-HRTimeline
Private Advisor Group, LLC337,739$2.14M0.01%+18,44413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/337,337$2.14M<0.01%+12,62613F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…303,558$1.93M0.01%-63,38213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management291,758$1.85M<0.01%-65,26513F-HRTimelineGroup
PMG Family Office LLC288,888$1.83M2.05%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC243,790$1.55M<0.01%-175,49913F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC237,458$1.51M0.41%+1,55413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP224,023$1.42M<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC216,947$1.38M0.02%+29,53013F-HRTimelineGroup
D.A. DAVIDSON & CO.210,859$1.34M0.01%+27,77113F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC196,415$1.25M0.46%+2,19413F-HRTimeline
NewEdge Advisors, LLC179,837$1.14M0.01%+38,78313F-HRTimeline
Mariner, LLCin group Mariner, LLC176,230$1.12M<0.01%+4,26413F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC174,185$1.1M0.15%+4,61013F-HRTimeline
Westbourne Investment Advisors, Inc.166,200$1.05M0.29%+4,20013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP163,337$1.04M<0.01%+3,98413F-HRTimelineGroup
CSS LLC/IL161,818$1.03M0.06%new13F-HRTimeline
Live Oak Private Wealth LLC158,585$1.01M0.14%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC150,236$952K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …150,151$952K0.01%-8,71713F-HRTimelineGroup
RB Capital Management, LLC149,790$950K0.2%+6,69613F-HRTimeline
J.W. COLE ADVISORS, INC.147,812$937K0.02%-38,45013F-HRTimeline
Triumph Capital Management125,609$796K0.21%+18,73513F-HR/ATimeline
Samalin Investment Counsel, LLC118,991$754K0.26%+2,23513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC117,340$744K0.05%+7,64813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…110,314$699K0.12%-61513F-HRTimelineGroup
WEDBUSH SECURITIES INC109,412$694K0.02%+4,59113F-HRTimeline
Patten Group, Inc.109,260$693K0.13%-16,63913F-HRTimeline
Advisors Asset Management, Inc.106,246$674K0.01%+24413F-HR/ATimeline
Clear Creek Financial Management, LLC104,857$665K0.06%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…103,179$654K0.01%+18,77513F-HRTimelineGroup
Abel Hall, LLC103,000$653K0.26%013F-HRTimeline
Stockman Wealth Management, Inc.99,563$631K0.08%013F-HRTimeline
Institute for Wealth Management, LLC.88,961$564K0.06%+1,42813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC87,978$558K<0.01%new13F-HRTimelineGroup
WealthTrust Asset Management, LLC86,142$546K0.38%+7,45313F-HRTimeline
Allworth Financial LP81,724$518K<0.01%+1613F-HRTimeline
Mezzasalma Advisors, LLC75,660$480K0.12%+1,92613F-HRTimeline
Creative Planningin group Creative Planning69,184$439K<0.01%-11,68313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.65,171$413K0.02%+69413F-HRTimelineGroup
PFG Investments, LLC62,996$399K0.02%-1,24313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,052$381K<0.01%-97,07213F-HRTimelineGroup
Heritage Wealth Management, Inc.59,319$376K0.11%013F-HRTimeline
NWF Advisory Services Inc.56,525$358K0.04%+1,36713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC55,647$353K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC55,595$352K0.01%-1,50113F-HRTimeline
MCDONALD PARTNERS LLC55,147$350K0.1%+1,46513F-HRTimeline
Boreal Capital Management LLC0$334K0.27%013F-HRTimelineAmount filed as zero, left out of ratios.
Baird Financial Group, Inc.in group Baird Financial Group, Inc.52,180$331K<0.01%+26,98713F-HRTimelineGroup
Sage Capital Advisors,llc47,645$302K0.07%-21613F-HRTimeline
Avior Wealth Management, LLC45,577$289K0.01%013F-HRTimeline
MSH Capital Advisors LLC44,270$281K0.08%013F-HRTimeline
Steward Partners Investment Advisory, L…43,779$278K<0.01%-4,57013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC43,273$274K<0.01%+27713F-HRTimelineGroup
Beacon Pointe Advisors, LLC41,014$260K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,510$257K<0.01%+6,14813F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC40,219$255K0.04%+22,99013F-HRTimeline
LANARK FINANCIAL, INC.38,371$243K0.02%+1,01913F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…36,672$233K0.01%new13F-HRTimelineGroup
Quad-Cities Investment Group, LLC35,140$223K0.09%+93113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd33,261$211K0.01%new13F-HRTimelineGroup
David J Yvars Group32,874$208K0.11%+5,69513F-HRTimeline
Astoria Portfolio Advisors LLC.32,239$207K0.05%-65713F-HRTimeline
Altus Wealth Group LLC32,139$204K0.08%-1,98313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…28,379$194K0.02%+2,00013F-HRTimeline
Onyx Bridge Wealth Group LLC28,867$183K0.02%+1,59113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS28,010$178K<0.01%-4,58213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV28,008$178K<0.01%+9,93213F-HRTimeline
ELCO Management Co., LLC27,884$177K0.09%-57013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…27,705$176K<0.01%+68613F-HRTimelineGroup
Quantum Private Wealth, LLC26,715$169K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.26,320$167K0.06%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…25,925$164K<0.01%+80013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,674$163K<0.01%013F-HRTimelineGroup
Prospera Financial Services Inc25,474$162K<0.01%+5,13813F-HRTimeline
NorthCoast Asset Management LLC24,850$158K<0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,676$150K0.01%+65813F-HRTimelineGroup
&PARTNERS23,148$147K<0.01%+99813F-HRTimeline
Concorde Asset Management, LLC22,530$144K0.06%13F-HRTimeline
Next Level Wealth Planning, LLC22,605$143K0.08%013F-HRTimeline
Accuvest Global Advisors22,455$143K0.09%013F-HRTimeline
Cushing Capital Partners, LLC22,044$140K0.11%013F-HRTimeline
Farther Finance Advisors, LLC21,955$139K<0.01%+7,68613F-HRTimeline
INTEGRITY ALLIANCE, LLC.21,283$135K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC21,075$134K<0.01%+30013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,669$131K<0.01%-1,74213F-HRTimelineGroup
AlphaCore Capital LLC20,545$130K<0.01%-18,01913F-HRTimeline
RFG Advisory, LLC19,974$127K<0.01%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC19,875$126K0.06%new13F-HRTimeline
CoreCap Advisors, LLC19,566$124K<0.01%+2,03713F-HRTimeline
INGALLS & SNYDER LLC19,414$123K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\18,714$119K<0.01%new13F-HRTimelineGroup
Smith Asset Management Co., LLC18,651$118K0.1%013F-HRTimeline
Manske Wealth Management18,519$117K0.04%013F-HRTimeline
Kapstone Financial Advisors LLC18,500$117K0.06%+3,40913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,437$117K<0.01%-1,00013F-HRTimelineGroup
Beacon Capital Management, LLC18,170$115K0.02%+413F-HRTimeline
United Community Bankin group United Community Bank18,039$114K0.04%+47813F-HRTimelineGroup
Mendel Capital Management LLC17,750$113K0.06%013F-HRTimeline
CWM, LLCin group CWM, LLC17,705$112K<0.01%+15,22513F-HRTimelineGroup
HRT FINANCIAL LP17,342$109K<0.01%-19,62813F-HRTimeline
CERTUITY, LLC16,844$107K0.01%+44713F-HRTimeline
Avidian Wealth Enterprises, LLC16,780$106K<0.01%+26913F-HRTimeline
SAX WEALTH ADVISORS, LLC16,760$106K0.01%013F-HRTimeline
WealthShield Partners, LLC16,362$104K0.01%+28013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,148$102K<0.01%-9,99513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,058$102K<0.01%new13F-HRTimelineGroup
WEBSTER BANK, N. A.15,898$101K0.01%013F-HRTimeline
Bensler, LLC15,595$98.9K0.01%-1,691,38213F-HRTimeline
Graves Light Lenhart Wealth, Inc.15,000$95.1K0.01%013F-HRTimeline
Octavia Wealth Advisors, LLC15,000$95.1K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC14,895$94.4K0.01%+39513F-HRTimeline
MGO ONE SEVEN LLC14,632$92.8K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,507$92K<0.01%-20,33713F-HRTimelineGroup
MRA Advisory Group14,407$91.3K0.04%+38213F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC14,226$90.2K0.02%new13F-HRTimelineGroup
One Capital Management, LLC14,180$89.9K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,698$86.8K0.01%+1,94413F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC13,497$85.6K0.05%-1,56013F-HRTimeline
Moloney Securities Asset Management, LLC13,470$85.4K0.01%+35713F-HRTimeline
Shulman DeMeo Asset Management LLC13,348$84.6K0.02%013F-HRTimeline
Valeo Financial Advisors, LLC13,050$82.7K<0.01%013F-HRTimeline
World Investment Advisors12,195$77.3K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,000$76.1K<0.01%013F-HRTimelineGroup
FMB WEALTH MANAGEMENT11,719$74.3K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,325$71.8K<0.01%013F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC11,075$70.2K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,965$69.5K<0.01%013F-HRTimeline
HBK Sorce Advisory LLC11,000$69.4K<0.01%+15013F-HR/ATimeline
Fiduciary Alliance LLC10,897$69.1K<0.01%-2,04213F-HRTimeline
Meridian Wealth Management, LLC10,851$68.8K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,431$66.1K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC10,450$66K<0.01%-3,39113F-HRTimeline
Summit Financial, LLC10,085$63.9K<0.01%+8013F-HRTimeline
AE Wealth Management LLC10,020$63.5K<0.01%new13F-HRTimeline
Merit Financial Group, LLC10,012$63.5K<0.01%-70113F-HR/ATimeline
COMERICA BANK8,040$51K<0.01%+18513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,678$48.7K<0.01%+1,08613F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.7,595$48K0.02%013F-HRTimeline
Crews Bank & Trust7,142$45.3K0.01%013F-HRTimeline
Westfuller Advisors, LLC6,766$42.9K0.02%new13F-HRTimeline
Nova Wealth Management, Inc.6,363$40.3K0.03%013F-HRTimeline
EASTERN BANK6,300$39.9K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,103$38.7K-2,456Timeline
Sound Income Strategies, LLC4,029$25.7K<0.01%+4,02913F-HRTimeline
Wilmington Savings Fund Society, FSB4,000$25.4K<0.01%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,629$23K<0.01%+3,56413F-HRTimelineGroup
GoalVest Advisory LLC3,075$19.5K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC3,053$19.4K<0.01%013F-HRTimeline
Blue Trust, Inc.3,033$19.2K<0.01%-1,31013F-HRTimeline
Hilltop National Bank2,869$18.2K<0.01%013F-HRTimeline
IFP Advisors, Inc2,645$16.8K<0.01%+6913F-HR/ATimeline
Parallel Advisors, LLC2,629$16.7K<0.01%+2,14613F-HRTimeline
Community Bank, N.A.2,402$15.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,330$14.8K<0.01%013F-HRTimeline
Rossby Financial, LCC2,296$14.6K<0.01%013F-HRTimeline
Pandora Wealth, Inc.2,274$14.4K0.01%+6013F-HRTimeline
AllSquare Wealth Management LLC2,062$13.1K0.01%+5413F-HRTimeline
Federation des caisses Desjardins du Qu…1,600$10.1K<0.01%013F-HRTimeline
Advisory Services Network, LLC1,527$9.68K<0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC1,250$7.92K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,122$7.11K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,080$6.85K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC1,000$6.34K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.823$5.22K<0.01%+2213F-HRTimeline
Aventura Private Wealth, LLC712$4.51K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners707$4.48K<0.01%+43213F-HRTimelineGroup
Noble Wealth Management PBC650$4.12K<0.01%13F-HRTimeline
FIRST UNITED BANK & TRUST627$3.98K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC600$3.8K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH500$3.17K<0.01%013F-HRTimeline
Arax Advisory Partners469$2.97K<0.01%new13F-HRTimeline