USA · Liberty All Star Equity Fund · Shareholders & Ownership
Market Cap
$1.83B
Shares
308.22M
Volume · Oct 20
860.5K
Avg daily vol (3M)
1.2M
Every disclosed holder of USA in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns USA
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 64,217,751 | — |
| Insiders (Forms 3, 4, 5) | 210,117 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 2,661,979 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of USA
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,858,880 | ||
| 2 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,806,233 | ||
| 3 |
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
CIK 1447578 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,332,937 | ||
| 4 |
Saba Capital Management, L.P.
13F
CIK 1510281 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,859,939 | ||
| 5 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,350,925 | ||
| 6 |
Karpus Management, Inc.
13F
CIK 1048703 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,271,867 | ||
| 7 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,198,363 | ||
| 8 |
ABSOLUTE INVESTMENT ADVISERS, LLC
13F
CIK 1316187 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,176,489 | ||
| 8.1 |
ABSOLUTE CEF OPPORTUNITIES
Fund
S000081741 · Registered fund · Jun 30, 2026
Unified Series Trust, not summed
|
53,551 | ||
| 9 |
Man Group plc
13F
CIK 1637460 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,112,762 | ||
| 10 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,661,308 | ||
| 11 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,557,640 | ||
| 12 |
1607 Capital Partners, LLC
13F
CIK 1436866 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,484,739 | ||
| 13 |
Allspring Global Investments Holdings, LLC
13F
CIK 1890906 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,373,425 | ||
| 14 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,341,706 | ||
| 14.1 |
Multi-Hedge Strategies Fund
Fund
S000003747 · Registered fund · Jun 30, 2026
Rydex Variable Trust, not summed
|
5,310 | ||
| 14.2 |
Guggenheim Multi-Hedge Strategies Fund
Fund
S000003763 · Registered fund · Jun 30, 2026
Rydex Series Funds, not summed
|
1,896 | ||
| 15 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
1,334,591 | ||
| 16 |
Penserra Capital Management LLC
13F
CIK 1593324 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,299,730 | ||
| 17 |
Amplify CEF High Income ETF
Fund
S000065408 · Registered fund · Jun 30, 2026
Amplify ETF Trust, not summed
|
1,293,532 | ||
| 18 |
|
1,046,465 | ||
| 19 |
WOLVERINE ASSET MANAGEMENT LLC
13F
CIK 1279891 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,029,320 | ||
| 20 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,004,531 | ||
| 21 |
Almitas Capital LLC
13F
CIK 1596468 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
798,342 | ||
| 22 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
793,160 | ||
| 23 |
RPO LLC
13F
CIK 1885066 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
690,200 | ||
| 24 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
13F
CIK 1034546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
659,069 | ||
| 25 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
645,000 | ||
| 26 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
616,604 | ||
| 27 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
585,022 | ||
| 28 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
573,244 | ||
| 29 |
Logan Stone Capital, LLC
13F
CIK 1535521 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
446,990 | ||
| 30 |
PNC FINANCIAL SERVICES GROUP, INC.
13F
CIK 713676 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
438,144 | ||
| 31 |
Private Advisor Group, LLC
13F
CIK 1567755 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
377,865 | ||
| 32 |
Cohen & Steers Closed-End Opportunity Fund, Inc.
Fund
· Registered fund · Jun 30, 2026
Cohen & Steers Closed-End Opportunity Fund, Inc., not summed
|
375,000 | ||
| 32.1 |
RiverNorth Opportunities Fund Inc.
Fund
· Registered fund · Jun 30, 2026
RIVERNORTH OPPORTUNITIES FUND INC., not summed
|
772,606 | ||
| 33 |
Kestra Advisory Services, LLC
13F
CIK 1830819 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
372,913 | ||
| 34 |
Integrated Wealth Concepts LLC
13F
CIK 1737109 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
366,501 | ||
| 35 |
BOOTHBAY FUND MANAGEMENT, LLC
13F
CIK 1549230 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
345,100 | ||
| 36 |
SIT INVESTMENT ASSOCIATES INC
13F
CIK 769317 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
329,021 | ||
| 37 |
INDEPENDENT FINANCIAL GROUP, LLC
13F
CIK 275484 · Registered investment adviser · Sep 30, 2026
|
315,223 | ||
| 38 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
296,240 | ||
| 39 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
13F
CIK 1352860 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
275,077 | ||
| 40 |
HighTower Advisors, LLC
13F
CIK 1462245 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
270,456 | ||
| 41 |
PMG Family Office LLC
13F
CIK 2102299 · Registered investment adviser · Sep 30, 2026
|
265,869 | ||
| 42 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
CIK 1632972 · Unknown · Sep 30, 2026
|
262,258 | ||
| 43 |
|
258,483 | ||
| 44 |
Quantedge Capital Pte Ltd
13F
CIK 1561418 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
244,300 | ||
| 45 |
Steward Partners Investment Advisory, LLC
13F
CIK 1723397 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
222,485 | ||
| 46 |
|
212,652 | ||
| 47 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
209,862 | ||
| 48 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
208,912 | ||
| 49 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
205,822 | ||
| 50 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
203,254 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 237 holders
Create a free account to page through every holder, filter by source and group by ultimate parent.