Equus Total ReturnEQS
13F holders, Q4 2025 (December 31)10holders +2
2new positions
0sold out
1famous investor
$1.41avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Equus Total Return Inc. (EQS) in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Morgan Stanley ($50K), Shufro Rose & Co. LLC ($44K) and Citadel Advisors ($34K). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $35K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 29,623 shares bought and 28,713 shares sold, net +910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Morgan Stanley | 0.00% | No change | 35,666 | $50K |
| Shufro Rose & Co. LLC | 0.00% | Reduce -47.9% | 31,287 | $44K |
| Citadel Advisors | 0.00% | New | 23,884 | $34K |
| MSH Capital Advisors LLC | 0.01% | Add +30.0% | 21,666 | $31K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.01% | No change | 20,000 | $28K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 9,102 | $13K |
| Osaic Holdings, Inc. | 0.00% | No change | 4,222 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 2,800 | $4K |
| UBS Group AG | 0.00% | New | 739 | $1K |
| 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.