13F

USA LIBERTY ALL STAR EQUITY FUND

2026Q1 · CUSIP 530158104

⚪ Neutral · No signal
Holders
220
Δ holders QoQ
-6
Breadth percentile
Top 80%
Whale holders
55
Δ whales
-2
Inst. holding value
$303M
New positions
28
Closed positions
34
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2018Q1: Δ+2 · h=136 2018Q2: Δ-3 · h=133 2018Q3: Δ-4 · h=129 2018Q4: Δ+7 · h=136 2019Q1: Δ+1 · h=137 2019Q2: Δ-12 · h=125 2019Q3: Δ-5 · h=120 2019Q4: Δ+11 · h=131 2020Q1: Δ+11 · h=142 2020Q2: Δ-16 · h=126 2020Q3: Δ+10 · h=136 2020Q4: Δ+7 · h=143 2021Q1: Δ-5 · h=138 2021Q2: Δ+12 · h=150 2021Q3: Δ+6 · h=156 2021Q4: Δ+16 · h=172 2022Q1: Δ-3 · h=169 2022Q2: Δ-4 · h=165 2022Q3: Δ-3 · h=162 2022Q4: Δ+12 · h=174 2023Q1: Δ-7 · h=167 2023Q2: Δ+1 · h=168 2023Q3: Δ+10 · h=178 2023Q4: Δ+7 · h=185 2024Q1: Δ-4 · h=181 2024Q2: Δ+4 · h=185 2024Q3: Δ-8 · h=177 2024Q4: Δ+19 · h=196 2025Q1: Δ-4 · h=192 2025Q2: Δ+2 · h=194 2025Q3: Δ+17 · h=211 2025Q4: Δ+15 · h=226 2026Q1: Δ-6 · h=220 2018Q1: holders=136 2018Q2: holders=133 2018Q3: holders=129 2018Q4: holders=136 2019Q1: holders=137 2019Q2: holders=125 2019Q3: holders=120 2019Q4: holders=131 2020Q1: holders=142 2020Q2: holders=126 2020Q3: holders=136 2020Q4: holders=143 2021Q1: holders=138 2021Q2: holders=150 2021Q3: holders=156 2021Q4: holders=172 2022Q1: holders=169 2022Q2: holders=165 2022Q3: holders=162 2022Q4: holders=174 2023Q1: holders=167 2023Q2: holders=168 2023Q3: holders=178 2023Q4: holders=185 2024Q1: holders=181 2024Q2: holders=185 2024Q3: holders=177 2024Q4: holders=196 2025Q1: holders=192 2025Q2: holders=194 2025Q3: holders=211 2025Q4: holders=226 2026Q1: holders=220 -19 -9.5 +0 +9.5 +19 108173238 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 3 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q3 Top 20%
2023Q3 Top 18%
2020Q1 Top 8%
Put holders / Call holders: 0 / 0