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.
- Collectively, these holders controlled 0.9% of Equus Total Return's outstanding shares in June 2026, down from 0.9% in March 2026.
- Their total shares held in EQS increased 21.41% from the prior quarter, while the number of investors in Equus Total Return decreased 22.22% year over year.
- Activity in EQS broke down as 2 buyers, 1 sellers, and 4 unchanged among 7 total holders.
- 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 16.84K shares year over year.
- Morgan Stanley holds the largest position in EQS at 35.67K shares as of June 30, 2026, or 0.26% of shares outstanding.
- Leading buyers of Equus Total Return shares for the quarter ending June 2026 were CITADEL ADVISORS LLC (20.33K), OSAIC HOLDINGS, INC. (1.5K).
- The biggest sellers of Equus Total Return for the quarter ending June 2026 included BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (205).
- According to Business Quant data, leading holders of EQS for 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).