USA Liberty AllStar Equity Fund
Liberty AllStar Equity Fund (USA) Institutional Ownership
What the institutions did with USA last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 5.9M | 9.0% |
| RAYMOND JAMES FINANCIAL INC | 4.8M | 7.4% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 4.3M | 6.6% |
| Saba Capital Management, L.P. | 3.9M | 5.9% |
| LPL Financial LLC | 3.4M | 5.1% |
| Karpus Management, Inc. | 3.3M | 5.0% |
| ROYAL BANK OF CANADA | 2.2M | 3.4% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 2.2M | 3.3% |
| Man Group plc | 2.1M | 3.2% |
| Janney Montgomery Scott LLC | 1.7M | 2.5% |
| Shaker Financial Services, LLC | 1.6M | 2.5% |
| AMERIPRISE FINANCIAL INC | 1.6M | 2.4% |
| 1607 Capital Partners, LLC | 1.5M | 2.3% |
| Allspring Global Investments Holdings, LLC | 1.4M | 2.1% |
| GUGGENHEIM CAPITAL LLC | 1.3M | 2.1% |
| Penserra Capital Management LLC | 1.3M | 2.0% |
| Cambridge Investment Research Advisors, Inc. | 1.1M | 1.8% |
| Quarry LP | 1.0M | 1.6% |
| WOLVERINE ASSET MANAGEMENT LLC | 1.0M | 1.6% |
| WELLS FARGO & COMPANY/MN | 1.0M | 1.5% |
| Almitas Capital LLC | 798.3K | 1.2% |
| OSAIC HOLDINGS, INC. | 793.2K | 1.2% |
| RPO LLC | 690.2K | 1.1% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 659.1K | 1.0% |
| COHEN & STEERS, INC. | 645.0K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Saba Capital Management, L.P. | New | 0 | 3.9M | +3.9M |
| Janney Montgomery Scott LLC | New | 0 | 1.7M | +1.7M |
| MORGAN STANLEY | Increased | 4.7M | 5.9M | +1.2M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Reduced | 5.2M | 4.3M | -863.3K |
| Man Group plc | Increased | 1.3M | 2.1M | +791.9K |
| Allspring Global Investments Holdings, LLC | Increased | 613.9K | 1.4M | +759.5K |
| Shaker Financial Services, LLC | Increased | 948.5K | 1.6M | +698.3K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 5.5M | 4.8M | -644.2K |
| Cambridge Investment Research Advisors, Inc. | Increased | 563.3K | 1.1M | +583.2K |
| Logan Stone Capital, LLC | New | 0 | 447.0K | +447.0K |
| Almitas Capital LLC | Increased | 395.5K | 798.3K | +402.9K |
| Quantedge Capital Pte Ltd | New | 0 | 244.3K | +244.3K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | Reduced | 2.4M | 2.2M | -238.6K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Increased | 37.2K | 275.1K | +237.9K |
| GUGGENHEIM CAPITAL LLC | Increased | 1.1M | 1.3M | +236.3K |
| Ascentis Independent Advisors | Sold Out | 209.0K | 0 | -209.0K |
| Gladstone Institutional Advisory LLC | New | 0 | 193.0K | +193.0K |
| Karpus Management, Inc. | Increased | 3.1M | 3.3M | +155.4K |
| XTX Topco Ltd | Increased | 14.6K | 166.8K | +152.1K |
| 1607 Capital Partners, LLC | Increased | 1.3M | 1.5M | +146.5K |
| WELLS FARGO & COMPANY/MN | Reduced | 1.1M | 1.0M | -145.0K |
| Advisors Asset Management, Inc. | New | 0 | 144.5K | +144.5K |
| Bleakley Financial Group, LLC | New | 0 | 143.9K | +143.9K |
| Ionic Capital Management LLC | Sold Out | 138.7K | 0 | -138.7K |
| JPMORGAN CHASE & CO | Reduced | 135.7K | 11 | -135.7K |
| J.W. COLE ADVISORS, INC. | New | 0 | 125.2K | +125.2K |
| RPO LLC | Increased | 573.7K | 690.2K | +116.5K |
| COHEN & STEERS, INC. | Reduced | 750.0K | 645.0K | -105.0K |
| Invesco Ltd. | Reduced | 314.0K | 209.9K | -104.1K |
| HighTower Advisors, LLC | Reduced | 373.2K | 270.5K | -102.8K |
| SIT INVESTMENT ASSOCIATES INC | Increased | 229.0K | 329.0K | +100.0K |
| UBS Group AG | Reduced | 357.6K | 258.5K | -99.2K |
| KINGSWOOD WEALTH ADVISORS, LLC | Increased | 72.2K | 169.2K | +97.0K |
| JANE STREET GROUP, LLC | Increased | 114.5K | 205.8K | +91.4K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 938.2K | 1.0M | +91.1K |
| Mezzasalma Advisors, LLC | Sold Out | 76.9K | 0 | -76.9K |
| Intrua Financial, LLC | New | 0 | 75.9K | +75.9K |
| ROYAL BANK OF CANADA | Reduced | 2.3M | 2.2M | -72.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | 0 | 65.7K | +65.7K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | New | 0 | 61.5K | +61.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 235.0K | 295.8K | +60.8K |
| EVOLVE PRIVATE WEALTH, LLC | Increased | 46.5K | 105.2K | +58.7K |
| BOOTHBAY FUND MANAGEMENT, LLC | Increased | 286.9K | 345.1K | +58.3K |
| MCDONALD PARTNERS LLC | Sold Out | 55.1K | 0 | -55.1K |
| READYSTATE ASSET MANAGEMENT LP | New | 0 | 54.4K | +54.4K |
| CITADEL ADVISORS LLC | Sold Out | 53.3K | 0 | -53.3K |
| Kestra Advisory Services, LLC | Increased | 319.8K | 372.9K | +53.1K |
| Heritage Wealth Management, Inc. | New | 0 | 51.8K | +51.8K |
| Institute for Wealth Management, LLC. | Reduced | 89.1K | 38.4K | -50.7K |
| LPL Financial LLC | Reduced | 3.4M | 3.4M | -49.8K |
| Penserra Capital Management LLC | Increased | 1.3M | 1.3M | +49.6K |
| Simplicity Wealth,LLC | Sold Out | 45.8K | 0 | -45.8K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 75.5K | 119.6K | +44.0K |
| Valmark Advisers, Inc. | Sold Out | 42.5K | 0 | -42.5K |
| D.A. DAVIDSON & CO. | Reduced | 205.4K | 167.4K | -37.9K |
| TRUIST FINANCIAL CORP | New | 0 | 37.3K | +37.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | Reduced | 445.1K | 412.8K | -32.3K |
| NewEdge Advisors, LLC | Increased | 177.2K | 208.9K | +31.7K |
| Steward Partners Investment Advisory, LLC | Increased | 191.3K | 222.5K | +31.2K |
| TWO SIGMA SECURITIES, LLC | Reduced | 41.3K | 11.3K | -30.0K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.