Equus Total ReturnEQS
13F holders, Q1 2026 (March 31)8holders −2
0new positions
2sold out
$1.84avg. 13F price*
At the end of Q1 2026, 8 institutions reported holding Equus Total Return Inc. (EQS) in their 13F filings, down 2 from Q4 2025. 0 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($66K), Shufro Rose & Co. LLC ($58K) and MSH Capital Advisors LLC ($40K).
- Company
- Equus Total Return Inc.
- CUSIP
- 294766100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $35K |
All 13F filers, Q4 2025 → Q1 2026: 725 shares bought and 24,623 shares sold, net −23,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Morgan Stanley | 0.00% | No change | 35,666 | $66K |
| Shufro Rose & Co. LLC | 0.00% | No change | 31,287 | $58K |
| MSH Capital Advisors LLC | 0.01% | No change | 21,666 | $40K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.01% | No change | 20,000 | $37K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 9,102 | $17K |
| Osaic Holdings, Inc. | 0.00% | Add +17.2% | 4,947 | $9K |
| Lanark Financial, Inc. | 0.00% | No change | 2,800 | $5K |
| 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.