LIBERTY ALL STAR EQUITY FUND (USA) Institutional Shareholders
LIBERTY ALL STAR EQUITY FUND (USA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $295.12M in USA holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of USA tracked by InsiderSet, reporting ownership valued at approximately $30.25M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $31.67M, representing an estimated gain of +4.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed USA value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Rivernorth Capital Management, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in LIBERTY ALL STAR EQUITY FUND (USA).
This page ranks the largest institutional USA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
220
Total Reported Value
$295.12M
Largest Holder
Raymond James Financial Inc
Largest Position
$30.25M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 5,450,416 | $30,249,809 | $31,666,917 | +$1,417,108 | +4.68% | |
| Rivernorth Capital Management, Llc | 1.44% | 5,196,239 | $28,839,126 | $30,190,149 | +$1,351,023 | +4.68% | |
| Morgan Stanley | 0.00% | 4,692,092 | $26,041,114 | $27,261,055 | +$1,219,941 | +4.68% | |
| Lpl Financial Llc | 0.01% | 3,400,688 | $18,873,818 | $19,757,997 | +$884,179 | +4.68% | |
| Karpus Management, Inc. | 0.54% | 3,116,511 | $17,296,635 | $18,106,929 | +$810,294 | +4.68% | |
| Absolute Investment Advisers, Llc | 1.22% | 2,176,489 | $12,645,401 | $12,645,401 | +$0 | +0.00% | |
| Royal Bank Of Canada | 0.00% | 2,271,108 | $12,604,000 | $13,195,137 | +$591,137 | +4.69% | |
| Shaker Financial Services, Llc | 3.00% | 1,646,776 | $9,567,769 | $9,567,769 | -$0 | -0.00% | |
| Ameriprise Financial Inc | 0.00% | 1,544,408 | $8,488,464 | $8,973,010 | +$484,546 | +5.71% | |
| Man Group Plc | 0.02% | 1,320,861 | $7,330,779 | $7,674,202 | +$343,423 | +4.68% | |
| Wells Fargo & Company/Mn | 0.00% | 1,149,513 | $6,379,793 | $6,678,671 | +$298,878 | +4.68% | |
| 1607 Capital Partners, Llc | 0.46% | 1,338,233 | $6,356,607 | $7,775,134 | +$1,418,527 | +22.32% | |
| Guggenheim Capital Llc | 0.05% | 1,105,423 | $6,135,098 | $6,422,508 | +$287,410 | +4.68% | |
| Quarry Lp | 1.19% | 1,067,605 | $5,925,208 | $6,202,785 | +$277,577 | +4.68% | |
| Wolverine Asset Management Llc | 0.08% | 938,186 | $5,206,932 | $5,450,861 | +$243,929 | +4.68% | |
| Osaic Holdings, Inc. | 0.01% | 815,183 | $4,524,355 | $4,736,213 | +$211,858 | +4.68% | |
| City Of London Investment Management Co Ltd | 0.23% | 659,069 | $3,829,191 | $3,829,191 | -$0 | -0.00% | |
| Two Sigma Investments, Lp | 0.00% | 616,604 | $3,422,152 | $3,582,469 | +$160,317 | +4.68% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 613,919 | $3,407,250 | $3,566,869 | +$159,619 | +4.68% | |
| Rpo Llc | 12.84% | 573,700 | $3,184,036 | $3,333,197 | +$149,161 | +4.68% | |
| Cetera Investment Advisers | 0.00% | 557,956 | $3,096,657 | $3,241,724 | +$145,067 | +4.68% | |
| Independent Financial Group, Llc | 0.04% | 412,818 | $2,398,474 | $2,398,473 | -$1 | -0.00% | |
| Private Advisor Group, Llc | 0.01% | 377,865 | $2,195,405 | $2,195,396 | -$9 | -0.00% | |
| Almitas Capital Llc | 0.50% | 395,485 | $2,194,942 | $2,297,768 | +$102,826 | +4.68% | |
| Kestra Advisory Services, Llc | 0.01% | 372,913 | $2,166,624 | $2,166,625 | +$1 | +0.00% | |
| Pnc Financial Services Group, Inc. | 0.00% | 385,076 | $2,137,169 | $2,237,292 | +$100,123 | +4.68% | |
| Hightower Advisors, Llc | 0.00% | 373,207 | $2,071,300 | $2,168,333 | +$97,033 | +4.68% | |
| Integrated Wealth Concepts Llc | 0.02% | 372,879 | $2,069,479 | $2,166,427 | +$96,948 | +4.68% | |
| Ubs Group Ag | 0.00% | 357,640 | $1,984,902 | $2,077,888 | +$92,986 | +4.68% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 295,803 | $1,757,070 | $1,718,615 | -$38,455 | -2.19% | |
| Invesco Ltd. | 0.00% | 313,982 | $1,742,600 | $1,824,235 | +$81,635 | +4.68% | |
| Pmg Family Office Llc | 1.48% | 276,048 | $1,603,839 | $1,603,839 | -$0 | -0.00% | |
| Boothbay Fund Management, Llc | 0.04% | 286,850 | $1,592,018 | $1,666,599 | +$74,581 | +4.68% | |
| Bank Of America Corp | 0.00% | 283,631 | $1,574,152 | $1,647,896 | +$73,744 | +4.68% | |
| Mindset Wealth Management, Llc | 0.35% | 237,598 | $1,318,669 | $1,380,444 | +$61,775 | +4.68% | |
| Commonwealth Equity Services, Llc | 0.00% | 203,254 | $1,180,909 | $1,180,906 | -$3 | -0.00% | |
| Advisory Advocates, Llc | 0.59% | 198,056 | $1,170,406 | $1,150,705 | -$19,701 | -1.68% | |
| Ascentis Independent Advisors | 0.09% | 209,044 | $1,160,202 | $1,214,546 | +$54,344 | +4.68% | |
| Css Llc/Il | 0.06% | 207,228 | $1,150,115 | $1,203,995 | +$53,880 | +4.68% | |
| Gladstone Institutional Advisory Llc | 0.04% | 193,049 | $1,121,615 | $1,121,615 | -$0 | -0.00% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 191,316 | $1,061,802 | $1,111,546 | +$49,744 | +4.68% | |
| Kestra Private Wealth Services, Llc | 0.01% | 168,027 | $976,236 | $976,237 | +$1 | +0.00% | |
| D.A. Davidson & Co. | 0.01% | 167,444 | $972,853 | $972,850 | -$3 | -0.00% | |
| Westbourne Investment Advisors, Inc. | 0.26% | 163,700 | $951,097 | $951,097 | -$0 | -0.00% | |
| Oppenheimer & Co Inc | 0.01% | 162,383 | $943,445 | $943,445 | +$0 | +0.00% | |
| Bartlett & Co. Wealth Management Llc | 0.01% | 159,826 | $928,589 | $928,589 | +$0 | +0.00% | |
| Live Oak Private Wealth Llc | 0.12% | 158,585 | $921,379 | $921,379 | -$0 | -0.00% | |
| Prospera Financial Services Inc | 0.01% | 156,103 | $907,004 | $906,958 | -$46 | -0.01% | |
| Advocate Investing Services Llc | 0.68% | 151,243 | $878,724 | $878,722 | -$2 | -0.00% | |
| Flynn Zito Capital Management, Llc | 0.23% | 143,881 | $835,945 | $835,949 | +$4 | +0.00% |
Frequently asked questions about USA
Who owns the most USA stock?
The largest holders of USA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for LIBERTY ALL STAR EQUITY FUND (USA).
Is USA widely held by superinvestors?
Many widely followed stocks like USA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.