Equus Total ReturnEQS
13F holders, Q3 2025 (September 30)8holders −1
2new positions
3sold out
$1.75avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding Equus Total Return Inc. (EQS) in their 13F filings, down 1 from Q2 2025. 2 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($80K), Shufro Rose & Co. LLC ($61K) and Schwarz Dygos Wheeler Investment Advisors LLC ($45K).
- Company
- Equus Total Return Inc.
- CUSIP
- 294766100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $82K |
| Exits | 3 | $41K |
All 13F filers, Q2 2025 → Q3 2025: 36,891 shares bought and 29,887 shares sold, net +7,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Morgan Stanley | 0.00% | No change | 35,666 | $80K |
| Shufro Rose & Co. LLC | 0.01% | No change | 60,000 | $61K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.01% | New | 20,000 | $45K |
| MSH Capital Advisors LLC | 0.01% | New | 16,666 | $37K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 9,102 | $20K |
| Osaic Holdings, Inc. | 0.00% | Add +5.6% | 4,222 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 2,800 | $6K |
| 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.