Equus Total ReturnEQS
13F holders, Q1 2025 (March 31)9holders
1new positions
1sold out
$1.00avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding Equus Total Return Inc. (EQS) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Shufro Rose & Co. LLC ($61K), Morgan Stanley ($36K) and CSS LLC ($23K).
- Company
- Equus Total Return Inc.
- CUSIP
- 294766100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $101 |
| Exits | 1 | $13K |
All 13F filers, Q4 2024 → Q1 2025: 2,261 shares bought and 12,250 shares sold, net −9,989 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Shufro Rose & Co. LLC | 0.00% | No change | 60,000 | $61K |
| Morgan Stanley | 0.00% | No change | 35,666 | $36K |
| CSS LLC | 0.00% | No change | 22,999 | $23K |
| UBS Group AG | 0.00% | Add +1.4% | 11,330 | $11K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 9,102 | $9K |
| Osaic Holdings, Inc. | 0.00% | Add +80.1% | 4,497 | $5K |
| Lanark Financial, Inc. | 0.00% | — | 2,800 | $2K |
| Bank of America Corp. | 0.00% | New | 100 | $101 |
| 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.