Ownership Summary
Equus Total Return, Inc. (NYSE:EQS) has 10 institutional investors with active 13F positions as of December 2025.
- Their combined ownership stood at 1.1% of outstanding shares in December 2025, up from 1.1% in September 2025.
- Their total shares held in EQS increased 0.61% quarter over quarter, and separately, investors owning Equus Total Return stayed flat from a year ago.
- During the quarter, 3 of these 10 funds increased positions in EQS, 1 reduced exposure, and 6 held steady.
- Altogether, these fund groups held 149.37K shares in EQS by December 2025, up by 910 shares quarter on quarter, and down 42.48K shares year over year.
- Morgan Stanley holds the largest position in EQS at 35.67K shares as of December 31, 2025, or 0.26% of shares outstanding.
- The largest buyers of Equus Total Return for the quarter ending December 2025 were CITADEL ADVISORS LLC (23.88K), MSH Capital Advisors LLC (5.0K), UBS Group AG (739).
- The largest sales of EQS for the quarter ending December 2025 came from SHUFRO ROSE & CO LLC (28.71K).
- Business Quant data shows the 10 biggest positions in Equus Total Return as of December 2025 are held by Morgan Stanley (35.67K), SHUFRO ROSE & CO LLC (31.29K), CITADEL ADVISORS LLC (23.88K), MSH Capital Advisors LLC (21.67K), SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC (20.0K), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (9.1K), OSAIC HOLDINGS, INC. (4.22K), NBC SECURITIES, INC. (2.8K), UBS Group AG (739), Wells Fargo & Company/Mn (1).