What does CUSIP 530158104 represent in this 13F holders report?

CUSIP 530158104 is the security identifier for USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT used to aggregate holder disclosures.

How many institutions held USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT in Q4 2025?

223 institutional investors reported USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT for Q4 2025. Use the holders table for investor-level position and value details.

LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA)

CUSIP: 530158104

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class: Equity / SH BEN INT
Total 13F shares: 56,112,732
Share change: +13,918,410
Total reported value: $352,700,289
Price per share: $6.28
Number of holders: 223
Value change: +$87,446,779
Number of buys: 91
Number of sells: 86

Quarterly Holders Quick Answers

What is CUSIP 530158104?
CUSIP 530158104 identifies USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT in SEC institutional holdings data.

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Back to full security ownership history for the broader multi-quarter picture.
Latest 13F filings for newly reported positions across managers.
Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
SEC investors directory for manager drilldown.

Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q1 2026
Previous quarter: Q3 2025

Recent filing periods for CUSIP 530158104:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
LPL Financial LLC	13F	Company	— class O/S missing	4,651,450	$29,490,191	—	30 Sep 2025	13F
RAYMOND JAMES FINANCIAL INC	13F	Company	— class O/S missing	4,095,005	$25,962,329	—	30 Sep 2025	13F
MORGAN STANLEY	13F	Company	— class O/S missing	3,409,523	$21,616,383	—	30 Sep 2025	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	2,018,714	$12,798,647	—	30 Sep 2025	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	2,015,831	$12,781,000	—	30 Sep 2025	13F
AMERIPRISE FINANCIAL INC	13F	Company	— class O/S missing	1,741,817	$11,043,834	—	30 Sep 2025	13F
Janney Montgomery Scott LLC	13F	Company	— class O/S missing	1,316,829	$8,349,000	—	30 Sep 2025	13F
Shaker Financial Services, LLC	13F	Company	— class O/S missing	1,307,623	$8,290,330	—	30 Sep 2025	13F
Cornerstone Advisors, LLC	13F	Company	— class O/S missing	1,035,627	$6,565,875	—	30 Sep 2025	13F
Penserra Capital Management LLC	13F	Company	— class O/S missing	976,416	$6,190,000	—	30 Sep 2025	13F
OSAIC HOLDINGS, INC.	13F	Company	— class O/S missing	882,078	$5,795,150	—	30 Sep 2025	13F
READYSTATE ASSET MANAGEMENT LP	13F	Company	— class O/S missing	898,123	$5,694,100	—	30 Sep 2025	13F
GUGGENHEIM CAPITAL LLC	13F	Company	— class O/S missing	876,092	$5,554,423	—	30 Sep 2025	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	824,191	$5,225,370	—	30 Sep 2025	13F
Polar Asset Management Partners Inc.	13F	Company	— class O/S missing	752,232	$4,769,151	—	30 Sep 2025	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	683,152	$4,331,183	—	30 Sep 2025	13F
1607 Capital Partners, LLC	13F	Company	— class O/S missing	628,404	$3,984,081	—	30 Sep 2025	13F
INDEPENDENT FINANCIAL GROUP, LLC	13F	Company	— class O/S missing	534,266	$3,387,249	—	30 Sep 2025	13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13F	Company	— class O/S missing	520,913	$3,333,846	—	30 Sep 2025	13F
Invesco Ltd.	13F	Company	— class O/S missing	488,288	$3,095,746	—	30 Sep 2025	13F
Cetera Investment Advisers	13F	Company	— class O/S missing	456,839	$2,896,363	—	30 Sep 2025	13F
UBS Group AG	13F	Company	— class O/S missing	425,625	$2,698,463	—	30 Sep 2025	13F
COHEN & STEERS, INC.	13F	Company	— class O/S missing	400,000	$2,536,000	—	30 Sep 2025	13F
Integrated Wealth Concepts LLC	13F	Company	— class O/S missing	393,595	$2,495,393	—	30 Sep 2025	13F
HighTower Advisors, LLC	13F	Company	— class O/S missing	384,866	$2,440,022	—	30 Sep 2025	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	382,372	$2,424,238	—	30 Sep 2025	13F
ABSOLUTE INVESTMENT ADVISERS, LLC	13F	Company	— class O/S missing	368,500	$2,336,290	—	30 Sep 2025	13F
Private Advisor Group, LLC	13F	Company	— class O/S missing	337,739	$2,141,268	—	30 Sep 2025	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	337,337	$2,138,715	—	30 Sep 2025	13F
Kestra Advisory Services, LLC	13F	Company	— class O/S missing	334,538	$2,120,972	—	30 Sep 2025	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	— class O/S missing	303,558	$1,925,000	—	30 Sep 2025	13F
BALYASNY ASSET MANAGEMENT L.P.	13F	Company	— class O/S missing	291,758	$1,849,746	—	30 Sep 2025	13F
PMG Family Office LLC	13F	Company	— class O/S missing	288,888	$1,831,550	—	30 Sep 2025	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	243,790	$1,546,000	—	30 Sep 2025	13F
MINDSET WEALTH MANAGEMENT, LLC	13F	Company	— class O/S missing	237,458	$1,505,481	—	30 Sep 2025	13F
TWO SIGMA INVESTMENTS, LP	13F	Company	— class O/S missing	224,023	$1,420,306	—	30 Sep 2025	13F
PRINCIPAL SECURITIES, INC.	13F	Company	— class O/S missing	216,947	$1,375,444	—	30 Sep 2025	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	210,859	$1,336,847	—	30 Sep 2025	13F
FLYNN ZITO CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	196,415	$1,245,270	—	30 Sep 2025	13F
NewEdge Advisors, LLC	13F	Company	— class O/S missing	179,837	$1,140,169	—	30 Sep 2025	13F
Mariner, LLC	13F	Company	— class O/S missing	176,230	$1,117,296	—	30 Sep 2025	13F
ASHTON THOMAS SECURITIES, LLC	13F	Company	— class O/S missing	174,185	$1,104,333	—	30 Sep 2025	13F
KESTRA PRIVATE WEALTH SERVICES, LLC	13F	Company	— class O/S missing	169,880	$1,077,039	—	30 Sep 2025	13F
Westbourne Investment Advisors, Inc.	13F	Company	— class O/S missing	166,200	$1,053,708	—	30 Sep 2025	13F
STIFEL FINANCIAL CORP	13F	Company	— class O/S missing	163,337	$1,035,553	—	30 Sep 2025	13F
CSS LLC/IL	13F	Company	— class O/S missing	161,818	$1,025,926	—	30 Sep 2025	13F
Live Oak Private Wealth LLC	13F	Company	— class O/S missing	158,585	$1,005,429	—	30 Sep 2025	13F
Mark T. Haley	3/4/5	President	— mixed-class rows	318,142 mixed-class rows	$1,002,146	+$26,320	31 Dec 2025	3/4/5
BARTLETT & CO. WEALTH MANAGEMENT LLC	13F	Company	— class O/S missing	150,236	$952,496	—	30 Sep 2025	13F
OPPENHEIMER & CO INC	13F	Company	— class O/S missing	150,151	$951,957	—	30 Sep 2025	13F

Institutional Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q4 2025

As of 31 Dec 2025, LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) was held by 223 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 56,112,732 shares. The largest 10 holders included RIVERNORTH CAPITAL MANAGEMENT, LLC, RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, MORGAN STANLEY, ABSOLUTE INVESTMENT ADVISERS, LLC, ROYAL BANK OF CANADA, Karpus Management, Inc., AMERIPRISE FINANCIAL INC, 1607 Capital Partners, LLC, and Janney Montgomery Scott LLC. This page lists 223 institutional shareholders reporting positions in this security for the Q4 2025 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders

206

Q4 2025 holders

223

Holder diff

Investor	Q3 2025 Shares	Q4 2025 Shares	Share Diff	Share Chg %	Q3 2025 Value $	Q4 2025 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.