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Disclosery

USA LIBERTY ALL STAR EQUITY FD

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SH BEN INT (fund), issuer CIK 799195

217 managers (220 13F filers) reported a position in USA shares at 2026-03-31, 55,063,509 shares in all. 23 filers opened a position and 29 filers sold out during the quarter.

Managers
217
13F filers
220
New
23
Added
87
Reduced
55
Sold out
29
Shares held by filers
55,063,509

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,450,416$30.2M0.01%+641,25513F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC5,196,239$28.8M1.46%-436,26013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,692,092$26M<0.01%+1,686,86613F-HRTimelineGroup
LPL Financial LLC3,400,688$18.9M0.01%-384,14513F-HRTimeline
Karpus Management, Inc.3,116,511$17.3M0.54%+1,286,00113F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC2,415,106$13.4M1.58%-283,42213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,271,108$12.6M<0.01%+296,60713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,544,408$8.49M<0.01%-223,08613F-HR/ATimelineGroup
Man Group plcin group Man Group plc1,320,861$7.33M0.02%+672,56113F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,250,128$6.94M0.08%+174,09713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,149,513$6.38M<0.01%+118,85613F-HR/ATimelineGroup
1607 Capital Partners, LLC1,338,233$6.36M0.46%-15,70213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,105,423$6.14M0.05%+129,52613F-HRTimelineGroup
Quarry LP1,067,605$5.93M1.19%013F-HRTimeline
Shaker Financial Services, LLC948,523$5.26M1.83%-137,55713F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC938,186$5.21M0.08%-13,05713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.815,183$4.52M0.01%-6,85213F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.750,000$4.16M0.01%+145,00013F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…641,600$3.56M0.26%+233,21913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP616,604$3.42M<0.01%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …613,919$3.41M0.01%+210,92313F-HRTimelineGroup
RPO LLC573,700$3.18M12.84%013F-HRTimeline
Cambridge Investment Research Advisors,…563,325$3.13M0.01%+67,60313F-HRTimeline
Cetera Investment Advisers557,956$3.1M<0.01%+66,00213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding500,789$2.78M+2,788Timeline
INDEPENDENT FINANCIAL GROUP, LLC445,126$2.47M0.06%-32,68013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…437,776$2.43M<0.01%+23,62613F-HRTimelineGroup
Almitas Capital LLC395,485$2.19M0.5%-409,12913F-HRTimeline
Private Advisor Group, LLC379,903$2.11M0.01%+32,25313F-HRTimeline
HighTower Advisors, LLC373,207$2.07M<0.01%-4,20913F-HRTimeline
Integrated Wealth Concepts LLC372,879$2.07M0.02%-2,73413F-HRTimeline
UBS Group AGgroup of 2 filers holding357,647$1.98M-24,768Timeline
Invesco Ltd.in group Invesco Ltd.313,982$1.74M<0.01%-73,37713F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC286,850$1.59M0.04%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/283,631$1.57M<0.01%-37,25013F-HRTimelineGroup
PMG Family Office LLC265,646$1.47M1.65%+23,25313F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC237,598$1.32M0.35%+5,19913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…234,959$1.31M<0.01%-223,31513F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC229,021$1.27M0.03%+6,74913F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…209,044$1.16M0.09%+101,19413F-HRTimelineGroup
CSS LLC/IL207,228$1.15M0.06%+11,41013F-HRTimeline
D.A. DAVIDSON & CO.205,380$1.14M0.01%+13,30413F-HRTimeline
Steward Partners Investment Advisory, L…191,316$1.06M0.01%+177,41313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC188,304$1.05M<0.01%-47,52013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC174,236$1.03M0.01%+18,00013F-HRTimeline
Westbourne Investment Advisors, Inc.184,700$1.03M0.3%+23,50013F-HRTimeline
NewEdge Advisors, LLC177,215$984K<0.01%+3,28113F-HR/ATimeline
Live Oak Private Wealth LLC158,585$880K0.12%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …158,256$878K0.01%+8,10513F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC157,158$872K0.28%+3,84813F-HRTimeline
WEDBUSH SECURITIES INC151,109$839K0.02%+8,04613F-HRTimeline
Advocate Investing Services LLC148,369$823K0.7%+7,12113F-HRTimeline
RB Capital Management, LLC142,076$793K0.17%-4,46613F-HRTimeline
Ionic Capital Management LLC138,731$770K0.65%+13,73113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO135,704$734K<0.01%+135,68413F-HR/ATimelineGroup
Prospera Financial Services Inc132,028$733K0.01%+70,41413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP128,142$711K<0.01%-21,76413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC127,977$708K<0.01%-4,88213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…125,762$698K0.01%+12,57113F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC125,376$696K0.14%+6,38413F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC122,605$680K0.09%-9,76513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC114,462$635K<0.01%-355,06013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…107,998$608K0.04%-16,25513F-HRTimeline
Abel Hall, LLC103,000$572K0.12%013F-HRTimeline
Samalin Investment Counsel, LLC102,477$569K0.2%-2,19513F-HRTimeline
Advisory Advocates, LLC100,528$558K0.57%+3,00013F-HRTimeline
Clear Creek Financial Management, LLC99,807$554K0.04%013F-HRTimeline
Stockman Wealth Management, Inc.99,563$553K0.06%013F-HRTimeline
Institute for Wealth Management, LLC.89,063$494K0.05%+51213F-HRTimeline
&PARTNERS84,080$467K<0.01%+6,82013F-HRTimeline
Allworth Financial LP79,439$441K<0.01%+1,18713F-HRTimeline
Mezzasalma Advisors, LLC76,887$427K0.11%+8213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC75,524$419K<0.01%+28,16913F-HRTimelineGroup
Dakota Wealth Management74,978$416K0.01%+45,92313F-HR/ATimeline
WEALTH EFFECTS LLC74,244$412K0.15%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC72,156$400K0.02%-45,10413F-HRTimeline
Creative Planningin group Creative Planning70,593$392K<0.01%-4,91513F-HRTimelineGroup
Coquina Private Wealth LLC65,353$363K0.29%-12,03913F-HRTimeline
Patten Group, Inc.63,774$354K0.06%-6,17513F-HRTimeline
IHT Wealth Management, LLC62,892$349K0.01%+4,30413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC61,969$344K0.01%-89,55113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV59,743$332K<0.01%+31,89313F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC58,123$323K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.56,284$314K0.02%+5,49613F-HRTimeline
MCDONALD PARTNERS LLC55,146$306K0.07%013F-HRTimeline
HighPoint Advisor Group LLC53,387$296K0.01%+3,90813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC53,267$296K<0.01%-279,55413F-HRTimelineGroup
Sage Capital Advisors,llc51,482$286K0.07%+3,52313F-HRTimeline
MSH Capital Advisors LLC50,960$283K0.06%+6,00013F-HRTimeline
WealthTrust Asset Management, LLC50,851$282K0.17%+13,11013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC46,460$258K0.01%+20,02413F-HRTimeline
Simplicity Wealth,LLC45,817$254K0.01%013F-HRTimeline
Avior Wealth Management, LLC43,577$242K0.01%013F-HRTimeline
Valmark Advisers, Inc.42,497$236K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC42,040$233K<0.01%+52513F-HRTimelineGroup
Beacon Pointe Advisors, LLC41,937$233K<0.01%+61513F-HRTimeline
NWF Advisory Services Inc.41,696$231K0.03%-43513F-HRTimeline
TWO SIGMA SECURITIES, LLC41,320$229K0.03%+1,46713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,899$227K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.38,831$216K0.02%+2,03213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC37,216$207K0.03%+10,41613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP35,638$198K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS34,665$192K<0.01%+9,05413F-HRTimeline
CHOREO, LLC33,246$185K<0.01%+22,27713F-HRTimeline
Altus Wealth Group LLC31,769$176K0.07%-37013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED31,707$176K0.01%+4,90313F-HRTimeline
Quad-Cities Investment Group, LLC31,062$172K0.07%-4,07813F-HRTimeline
Onyx Bridge Wealth Group LLC30,949$172K0.02%+1,99713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,596$159K<0.01%-35,95413F-HRTimelineGroup
Astoria Portfolio Advisors LLC.27,254$158K0.03%-6,22413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth27,460$152K<0.01%013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…25,925$144K<0.01%013F-HRTimelineGroup
Triumph Capital Management25,906$144K0.03%-37,39213F-HRTimeline
Procyon Advisors, LLC25,025$139K0.01%-44813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…24,975$139K0.01%013F-HRTimelineGroup
Next Level Wealth Planning, LLC22,605$125K0.06%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,348$124K<0.01%-21,44213F-HRTimelineGroup
Cushing Capital Partners, LLC22,044$122K0.09%013F-HRTimeline
Merit Financial Group, LLC21,259$118K<0.01%+8,54613F-HRTimeline
Farther Finance Advisors, LLC20,567$116K<0.01%+46613F-HRTimeline
HUB Investment Partners, LLC20,764$115K<0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.20,695$115K<0.01%+19213F-HRTimeline
CoreCap Advisors, LLC19,722$109K<0.01%+15513F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC19,525$108K0.05%-35013F-HRTimeline
INGALLS & SNYDER LLC19,414$108K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank19,089$106K0.04%+1,05013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC19,070$106K<0.01%+63313F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC16,760$105K0.01%013F-HRTimeline
Smith Asset Management Co., LLC18,552$103K0.09%-9913F-HRTimeline
Manske Wealth Management18,519$103K0.03%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding18,390$102K+7,965Timeline
Beacon Capital Management, LLC18,180$101K0.02%+1013F-HRTimeline
CERTUITY, LLC17,824$98.9K0.01%+98013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC17,769$98.6K<0.01%-93,27713F-HRTimelineGroup
Mendel Capital Management LLC17,750$98.5K0.05%13F-HRTimeline
CWM, LLCin group CWM, LLC17,705$98.3K<0.01%013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC17,370$96.4K<0.01%+59013F-HRTimeline
RFG Advisory, LLC16,901$93.8K<0.01%013F-HRTimeline
Quantum Private Wealth, LLC16,715$92.8K0.03%013F-HRTimeline
AlphaCore Capital LLC16,612$92.2K<0.01%+1,06713F-HRTimeline
WealthShield Partners, LLC16,454$91.3K0.01%+9213F-HRTimeline
Harbour Wealth Management Group, Inc.16,126$89.5K0.07%+9113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,974$88.7K<0.01%+80713F-HRTimelineGroup
Golden State Wealth Management, LLC15,762$87.5K0.01%+86713F-HRTimeline
AMERIFLEX GROUP, INC.15,677$87K0.04%+85813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,502$86K<0.01%-4,06413F-HRTimelineGroup
Community Financial Services Group, LLC15,118$85.1K0.01%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.15,000$83.2K0.01%013F-HRTimeline
WEBSTER BANK, N. A.14,933$82.9K0.01%013F-HRTimeline
One Capital Management, LLC14,915$82.8K<0.01%-59013F-HRTimeline
Concorde Asset Management, LLC14,850$82.4K0.04%-6,29013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd14,624$81.2K<0.01%-233,43813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.14,297$79.3K<0.01%-68,84413F-HRTimelineGroup
MRA Advisory Group14,263$79.2K0.03%+80913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,707$76.1K<0.01%+70013F-HRTimelineGroup
Shulman DeMeo Asset Management LLC13,348$74.1K0.02%013F-HRTimeline
Kapstone Financial Advisors LLC13,064$72.5K0.04%-6,93613F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC12,501$69.4K0.05%-41313F-HRTimeline
Three Magnolias Financial Advisors, LLC12,500$69.4K0.04%+2,50013F-HRTimeline
Bensler, LLC12,190$67.7K0.01%-12,59413F-HRTimeline
MGO ONE SEVEN LLC12,019$66.7K<0.01%-3,48613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,000$66.6K<0.01%013F-HR/ATimelineGroup
DECISION INVESTMENTS, INC11,890$66K0.08%+5013F-HRTimeline
FMB WEALTH MANAGEMENT11,719$65K0.03%013F-HRTimeline
Fiduciary Alliance LLC10,897$64.4K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,521$63.9K<0.01%-4,51913F-HRTimelineGroup
OneDigital Investment Advisors LLC11,475$63.7K<0.01%-4,30013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.11,325$62.9K<0.01%13F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC11,214$62.2K0.04%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC11,075$61.5K0.01%013F-HRTimeline
Canal Capital Management, LLC10,900$60.5K0.01%new13F-HRTimeline
Meridian Wealth Management, LLC10,851$60.2K<0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,770$59.8K<0.01%new13F-HRTimelineGroup
Integrity Advisory Solutions, LLC10,667$59.2K0.01%new13F-HRTimeline
Investmark Advisory Group LLC10,436$57.9K0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,432$57.9K<0.01%+113F-HRTimelineGroup
Csenge Advisory Group10,229$56.8K<0.01%new13F-HRTimeline
PCM Encore, LLC10,104$56.1K0.01%new13F-HRTimeline
PFG Investments, LLC10,036$55.7K<0.01%-20,75713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,891$49.3K0.01%+6,55413F-HRTimeline
HAZLETT, BURT & WATSON, INC.7,595$42K0.01%013F-HRTimeline
Crews Bank & Trust7,142$39.6K0.01%013F-HRTimeline
Westfuller Advisors, LLC7,034$39K0.02%+32513F-HRTimeline
Nova Wealth Management, Inc.6,363$35.3K0.02%013F-HRTimeline
Osbon Capital Management LLC5,860$32.5K0.03%new13F-HRTimeline
Sound Income Strategies, LLC5,000$28.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…4,400$24.4K<0.01%+2,80013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,186$23.2K<0.01%new13F-HRTimeline
WPG Advisers, LLC4,019$22.3K0.02%+3,05913F-HRTimeline
Kilter Group LLC4,000$22.2K0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,867$21.8K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC3,723$20.7K<0.01%+67813F-HR/ATimeline
Noble Wealth Management PBC3,420$19K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC3,053$16.9K<0.01%013F-HRTimeline
Hilltop National Bank2,869$15.9K<0.01%013F-HRTimeline
IFP Advisors, Inc2,800$15.5K<0.01%+15513F-HRTimeline
Community Bank, N.A.2,402$13.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,330$12.9K<0.01%013F-HRTimeline
Rossby Financial, LCC2,296$12.9K<0.01%013F-HRTimeline
Advisory Services Network, LLC1,527$8.47K<0.01%new13F-HRTimeline