Equus Total ReturnEQS

13F holders, Q2 2025 (June 30)
9holders
0new positions
0sold out
$1.21avg. 13F price*

At the end of Q2 2025, 9 institutions reported holding Equus Total Return Inc. (EQS) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were Shufro Rose & Co. LLC ($61K), Morgan Stanley ($49K) and CSS LLC ($31K).

Company
Equus Total Return Inc.
CUSIP
294766100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 9Q1 2024Q2 2024: 10Q2 2024Q3 2024: 9Q3 2024Q4 2024: 9Q4 2024Q1 2025: 9Q1 2025Q2 2025: 9Q2 2025Q3 2025: 8Q3 2025Q4 2025: 10Q4 2025Q1 2026: 8Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 5,042 shares sold, net −5,042 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 $49K
CSS LLC 0.01% No change 22,999 $31K
Blue Bell Private Wealth Management, LLC 0.00% No change 9,102 $12K
UBS Group AG 0.00% Reduce -40.1% 6,788 $9K
Osaic Holdings, Inc. 0.00% Reduce -11.1% 3,997 $5K
Lanark Financial, Inc. 0.00% No change 2,800 $3K
Bank of America Corp. 0.00% No change 100 $136
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.