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Disclosery

USA LIBERTY ALL STAR EQUITY FD

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SH BEN INT (fund), issuer CIK 799195

227 managers (228 13F filers) reported a position in USA shares at 2025-12-31, 56,119,369 shares in all. 33 filers opened a position and 20 filers sold out during the quarter.

Managers
227
13F filers
228
New
33
Added
59
Reduced
66
Sold out
20
Shares held by filers
56,119,369

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
RIVERNORTH CAPITAL MANAGEMENT, LLC5,632,499$35.4M1.67%+3,613,78513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,809,161$30.2M0.01%+714,15613F-HRTimelineGroup
LPL Financial LLC3,784,833$23.8M0.01%-866,61713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,005,226$18.9M<0.01%-404,29713F-HR/ATimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC2,698,528$17.1M1.95%+2,330,02813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,974,501$12.4M<0.01%-41,34113F-HRTimelineGroup
Karpus Management, Inc.1,830,510$11.5M0.35%new13F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,767,494$11.1M<0.01%+25,67713F-HRTimelineGroup
1607 Capital Partners, LLC1,353,935$8.5M0.58%+725,53113F-HRTimeline
Janney Montgomery Scott LLC1,321,490$8.3M0.02%+4,66113F-HRTimeline
READYSTATE ASSET MANAGEMENT LP1,309,522$8.22M0.36%+411,39913F-HRTimeline
Shaker Financial Services, LLC1,086,080$6.93M2.2%-221,54313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,076,031$6.76M0.08%+99,61513F-HRTimelineGroup
Quarry LP1,067,605$6.7M1.1%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,030,657$6.47M<0.01%+206,46613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC975,897$6.13M0.04%+99,80513F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC951,243$5.97M0.08%+268,09113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.822,035$5.16M0.01%-60,04313F-HRTimelineGroup
Almitas Capital LLC804,614$5.05M1.11%new13F-HRTimeline
Cornerstone Advisors, LLC794,984$4.99M0.17%-240,64313F-HRTimeline
Man Group plcin group Man Group plc648,300$4.07M0.01%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP616,604$3.87M0.01%+392,58113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.605,000$3.8M0.01%+205,00013F-HRTimelineGroup
RPO LLC573,700$3.6M4.13%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding498,001$3.13M-6,417Timeline
Cambridge Investment Research Advisors,…495,722$3.11M0.01%+192,16413F-HRTimeline
Cetera Investment Advisers491,954$3.09M<0.01%+35,11513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC477,806$3M0.07%-56,46013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC469,522$2.95M<0.01%+409,47013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…458,274$2.92M<0.01%-62,63913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…414,150$2.6M<0.01%+31,77813F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…408,381$2.56M0.19%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …402,996$2.53M<0.01%new13F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.387,359$2.43M<0.01%-100,92913F-HRTimelineGroup
UBS Group AGin group UBS Group AG382,415$2.4M<0.01%-43,21013F-HRTimelineGroup
HighTower Advisors, LLC377,416$2.37M<0.01%-7,45013F-HRTimeline
Integrated Wealth Concepts LLC375,613$2.36M0.03%-17,98213F-HRTimeline
Private Advisor Group, LLC347,650$2.18M0.01%+9,91113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC332,821$2.09M<0.01%+277,17413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/320,881$2.02M<0.01%-16,45613F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC286,850$1.8M0.05%new13F-HRTimeline
PMG Family Office LLC242,393$1.56M1.81%-46,49513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd248,062$1.56M0.04%+214,80113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC235,824$1.48M<0.01%-7,96613F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC232,399$1.46M0.38%-5,05913F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC222,272$1.4M0.03%new13F-HRTimelineGroup
CSS LLC/IL195,818$1.23M0.07%+34,00013F-HRTimeline
Logan Stone Capital, LLC194,895$1.22M0.3%new13F-HRTimeline
D.A. DAVIDSON & CO.192,076$1.21M0.01%-18,78313F-HRTimeline
NewEdge Advisors, LLC173,934$1.09M<0.01%-5,90313F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…172,503$1.08M0.07%+135,83113F-HRTimelineGroup
Westbourne Investment Advisors, Inc.161,200$1.01M0.28%-5,00013F-HRTimeline
Live Oak Private Wealth LLC158,585$996K0.14%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC156,236$981K0.01%+6,00013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC153,310$963K0.34%-43,10513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC151,520$952K0.01%-65,42713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …150,151$943K0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP149,906$941K<0.01%-13,43113F-HRTimelineGroup
RB Capital Management, LLC146,542$920K0.19%-3,24813F-HRTimeline
WEDBUSH SECURITIES INC143,063$898K0.03%+33,65113F-HRTimeline
Advocate Investing Services LLC141,248$887K0.79%13F-HRTimeline
Mariner, LLCin group Mariner, LLC132,859$834K<0.01%-43,37113F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC132,370$831K0.16%-41,81513F-HRTimeline
Ionic Capital Management LLC125,000$785K0.78%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…124,253$780K0.05%+95,87413F-HRTimeline
J.W. COLE ADVISORS, INC.128,650$763K0.02%-19,16213F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC118,992$747K0.14%+104,76613F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC117,260$736K0.04%-8013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…113,191$711K0.01%+10,01213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…111,739$702K<0.01%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC111,046$697K<0.01%+23,06813F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…107,850$677K0.11%-2,46413F-HRTimelineGroup
Samalin Investment Counsel, LLC104,672$657K0.23%-14,31913F-HRTimeline
Abel Hall, LLC103,000$647K0.15%013F-HRTimeline
Clear Creek Financial Management, LLC99,807$627K0.05%-5,05013F-HRTimeline
Stockman Wealth Management, Inc.99,563$625K0.07%013F-HR/ATimeline
Advisory Advocates, LLC97,528$612K0.61%13F-HRTimeline
Institute for Wealth Management, LLC.88,551$556K0.06%-41013F-HRTimeline
Advisors Asset Management, Inc.86,088$541K0.01%-20,15813F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.83,141$533K0.02%+17,97013F-HRTimelineGroup
Allworth Financial LP78,252$491K<0.01%-3,47213F-HRTimeline
Coquina Private Wealth LLC77,392$486K0.39%13F-HRTimeline
&PARTNERS77,260$485K<0.01%+54,11213F-HRTimeline
Mezzasalma Advisors, LLC76,805$482K0.12%+1,14513F-HRTimeline
Creative Planningin group Creative Planning75,508$474K<0.01%+6,32413F-HRTimelineGroup
Patten Group, Inc.69,949$439K0.08%-39,31113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.64,550$405K<0.01%+12,37013F-HRTimelineGroup
Triumph Capital Management63,298$398K0.09%-62,31113F-HRTimeline
Prospera Financial Services Inc61,614$387K0.01%+36,14013F-HRTimeline
IHT Wealth Management, LLC58,588$368K0.01%+2,99313F-HRTimeline
Heritage Wealth Management, Inc.57,594$362K0.1%-1,72513F-HRTimeline
MCDONALD PARTNERS LLC55,146$346K0.11%-113F-HRTimeline
Kovack Advisors, Inc.50,788$319K0.02%new13F-HR/ATimeline
HighPoint Advisor Group LLC49,479$311K0.01%new13F-HRTimeline
Sage Capital Advisors,llc47,959$301K0.07%+31413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,355$297K<0.01%+6,84513F-HRTimelineGroup
Simplicity Wealth,LLC45,817$288K0.02%new13F-HRTimeline
MSH Capital Advisors LLC44,960$282K0.06%+69013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43,790$275K<0.01%+36,11213F-HR/ATimelineGroup
Avior Wealth Management, LLC43,577$274K0.01%-2,00013F-HRTimeline
NWF Advisory Services Inc.42,131$265K0.03%-14,39413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC41,515$261K<0.01%-1,75813F-HRTimelineGroup
Beacon Pointe Advisors, LLC41,322$260K<0.01%+30813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,899$257K<0.01%+15,22513F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC39,853$250K0.03%-36613F-HRTimeline
WealthTrust Asset Management, LLC37,741$237K0.17%-48,40113F-HRTimeline
LANARK FINANCIAL, INC.36,799$231K0.02%-1,57213F-HRTimeline
Quad-Cities Investment Group, LLC35,140$221K0.09%013F-HRTimeline
Altus Wealth Group LLC32,139$202K0.08%013F-HRTimeline
Astoria Portfolio Advisors LLC.33,478$199K0.05%+1,23913F-HRTimeline
PFG Investments, LLC30,793$193K0.01%-32,20313F-HRTimeline
Dakota Wealth Management29,055$182K<0.01%new13F-HR/ATimeline
Onyx Bridge Wealth Group LLC28,952$182K0.02%+8513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,850$175K<0.01%-15813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth27,460$173K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED26,804$170K0.01%+13,10613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC26,436$169K0.01%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC26,800$168K0.02%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…25,925$163K<0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS25,611$161K<0.01%-2,39913F-HRTimeline
Procyon Advisors, LLC25,473$160K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding24,975$157K+18,872Timeline
Bensler, LLC24,784$156K0.02%+9,18913F-HRTimeline
Fisher Asset Management, LLC23,828$150K<0.01%new13F-HRTimeline
Next Level Wealth Planning, LLC22,605$142K0.08%013F-HRTimeline
Cushing Capital Partners, LLC22,044$138K0.1%013F-HRTimeline
Concorde Asset Management, LLC21,140$133K0.05%-1,39013F-HRTimeline
INTEGRITY ALLIANCE, LLC.20,503$129K<0.01%-78013F-HRTimeline
Farther Finance Advisors, LLC20,101$126K<0.01%-1,85413F-HRTimeline
Kapstone Financial Advisors LLC20,000$126K0.06%+1,50013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC19,875$125K0.05%013F-HRTimeline
CoreCap Advisors, LLC19,567$123K<0.01%+113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,566$123K<0.01%-1,10313F-HRTimelineGroup
INGALLS & SNYDER LLC19,414$122K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\18,714$118K<0.01%013F-HRTimelineGroup
Smith Asset Management Co., LLC18,651$117K0.1%013F-HRTimeline
Manske Wealth Management18,519$116K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,437$116K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC18,170$114K0.02%013F-HRTimeline
United Community Bankin group United Community Bank18,039$113K0.04%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC17,705$111K<0.01%013F-HRTimelineGroup
RFG Advisory, LLC16,901$106K<0.01%-3,07313F-HRTimeline
CERTUITY, LLC16,844$106K0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC16,780$105K<0.01%013F-HRTimeline
SAX WEALTH ADVISORS, LLC16,760$105K<0.01%013F-HRTimeline
Quantum Private Wealth, LLC16,715$105K0.03%-10,00013F-HRTimeline
WealthShield Partners, LLC16,362$103K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,040$101K<0.01%-1813F-HR/ATimelineGroup
Harbour Wealth Management Group, Inc.16,035$101K0.08%13F-HRTimeline
AlphaCore Capital LLC15,545$100K<0.01%-5,00013F-HRTimeline
OneDigital Investment Advisors LLC15,775$99.1K<0.01%-5,30013F-HRTimeline
One Capital Management, LLC15,505$97.4K<0.01%+1,32513F-HRTimeline
MGO ONE SEVEN LLC15,505$97.4K<0.01%+87313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,167$95.2K<0.01%-12,53813F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.15,000$94.2K0.01%013F-HRTimeline
WEBSTER BANK, N. A.14,933$93.8K0.01%-96513F-HRTimeline
Golden State Wealth Management, LLC14,895$93.5K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.14,819$93.1K0.05%-11,50113F-HRTimeline
World Investment Advisors14,570$91.5K<0.01%+2,37513F-HR/ATimeline
Steward Partners Investment Advisory, L…13,903$87.3K<0.01%-29,87613F-HRTimeline
MRA Advisory Group13,454$84.5K0.04%-95313F-HRTimeline
Shulman DeMeo Asset Management LLC13,348$83.8K0.02%013F-HRTimeline
Valeo Financial Advisors, LLC13,050$82K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,007$81.7K<0.01%-1,50013F-HRTimelineGroup
Asset One Wealth Management LLC13,418$81.4K0.01%13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC12,914$81.1K0.05%-58313F-HRTimeline
Merit Financial Group, LLC12,713$79.8K<0.01%+2,70113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,000$75.4K<0.01%013F-HRTimelineGroup
DECISION INVESTMENTS, INC11,840$74.4K0.08%13F-HRTimeline
Facet Wealth, Inc.12,097$73.8K<0.01%new13F-HRTimeline
FMB WEALTH MANAGEMENT11,719$73.6K0.03%013F-HRTimeline
CHOREO, LLC10,969$71.4K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,325$71.1K<0.01%013F-HRTimelineGroup
Summit Financial, LLC11,166$70.3K<0.01%+1,08113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC11,075$69.6K0.02%013F-HRTimeline
Fiduciary Alliance LLC10,897$68.4K<0.01%013F-HRTimeline
Meridian Wealth Management, LLC10,851$68.1K<0.01%013F-HRTimeline
HBK Sorce Advisory LLC11,000$66.5K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,431$65.5K<0.01%013F-HRTimelineGroup
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…10,425$65.5K<0.01%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,373$65.1K<0.01%-13,30313F-HRTimelineGroup
AE Wealth Management LLC10,020$62.9K<0.01%013F-HRTimeline
Three Magnolias Financial Advisors, LLC10,000$62.8K0.04%new13F-HRTimeline
COMERICA BANK8,189$51.4K<0.01%+14913F-HRTimeline
HAZLETT, BURT & WATSON, INC.7,595$48K0.02%013F-HRTimeline
Crews Bank & Trust7,142$44.9K0.01%013F-HRTimeline
Westfuller Advisors, LLC6,709$42.1K0.02%-5713F-HRTimeline
Nova Wealth Management, Inc.6,363$40K0.03%013F-HRTimeline
EASTERN BANK6,300$39.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC5,871$36.9K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC5,000$31.8K<0.01%+97113F-HRTimeline
Wilmington Savings Fund Society, FSB4,000$25.1K<0.01%013F-HRTimeline
Noble Wealth Management PBC3,420$21.5K0.01%+2,77013F-HRTimeline
HOEY INVESTMENTS, INC3,053$19.2K<0.01%013F-HRTimeline
Parallel Advisors, LLC3,045$19.1K<0.01%+41613F-HRTimeline
Hilltop National Bank2,869$18K<0.01%013F-HRTimeline
IFP Advisors, Inc2,645$16.6K<0.01%013F-HRTimeline
Community Bank, N.A.2,402$15.1K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC2,400$15.1K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,337$14.7K<0.01%new13F-HRTimeline