Equus Total ReturnEQS
13F holders, Q2 2026 (June 30)7holders −1
1new positions
2sold out
1famous investor
$1.24avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding Equus Total Return Inc. (EQS) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($44K), Shufro Rose & Co. LLC ($39K) and Citadel Advisors ($25K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Equus Total Return Inc.
- CUSIP
- 294766100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $25K |
| Exits | 2 | $45K |
All 13F filers, Q1 2026 → Q2 2026: 21,830 shares bought and 24,671 shares sold, net −2,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Morgan Stanley | 0.00% | No change | 35,666 | $44K |
| Shufro Rose & Co. LLC | 0.00% | No change | 31,287 | $39K |
| Citadel Advisors | 0.00% | New | 20,330 | $25K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.00% | No change | 20,000 | $25K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -2.3% | 8,897 | $11K |
| Osaic Holdings, Inc. | 0.00% | Add +30.3% | 6,447 | $8K |
| Wells Fargo & Company | 0.00% | No change | 1 | $1 |
"% of holder's portfolio" is EQS's weight in each manager's 13F, not the share of Equus Total Return Inc. the manager owns.