Ownership Summary
Quarter ending 30 Jun, 2026
Equus Total Return, Inc. (NYSE:EQS) showed up in the 13F filings of 7 institutional investors as of June 2026.
- These investors collectively held 0.9% of Equus Total Return's outstanding shares in June 2026, down from 0.9% in March 2026.
- They increased total shares held in EQS by 21.41% quarter over quarter, and investors in Equus Total Return decreased 22.22% from a year ago.
- During the quarter, 2 of these 7 funds increased positions in EQS, 1 reduced exposure, and 4 held steady.
- Institutional investors collectively held 122.63K shares in Equus Total Return as of June 2026, up by 21.62K shares quarter on quarter, and up 16.34K shares year over year.
- Morgan Stanley is the top holder of Equus Total Return as of June 30, 2026, with 35.67K shares representing 0.26% of outstanding stock.
- The most significant purchases of EQS for the quarter ending June 2026 came from CITADEL ADVISORS LLC (20.33K), OSAIC HOLDINGS, INC. (1.5K).
- The largest sales of EQS for the quarter ending June 2026 came from BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (205).
- Per Business Quant data, the top 7 holders of Equus Total Return for the quarter ending June 2026 are Morgan Stanley (35.67K), SHUFRO ROSE & CO LLC (31.29K), CITADEL ADVISORS LLC (20.33K), SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC (20.0K), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (8.9K), OSAIC HOLDINGS, INC. (6.45K), Wells Fargo & Company/Mn (1).