Equus Total Return, Inc. (EQS) Institutional Ownership

Ownership Summary

Equus Total Return, Inc. (NYSE:EQS) currently has 10 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• These investors collectively held 1.1% of the company's total shares outstanding in December 2025, up from 1.1% in September 2025.
• The company experienced a 0.61% quarterly change in institutional shares held, alongside no change in total owners annually.
• Of these 10 institutional investors, 3 increased their holdings in Equus Total Return, while 1 of them reduced positions, and 6 investors maintained their exposure.
• Collectively, institutional investors increased their stake in Equus Total Return to 149.37K shares as of December 2025, a change that is up by 910 shares quarter on quarter and down 4.32K shares year over year.
• With 35.67K shares, MORGAN STANLEY commands the largest institutional position in Equus Total Return as of December 31, 2025, equating to 0.27% of the company.
• Among the most significant buyers of Equus Total Return during December 2025 were CITADEL ADVISORS LLC (23.88K), MSH Capital Advisors LLC (5.00K), UBS Group AG (739).
• Leading sellers of Equus Total Return stock in December 2025 included SHUFRO ROSE & CO LLC (28.71K).
• The top 10 institutional holders of Equus Total Return for the quarter ending December 2025 included 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 (20.00K), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (9.10K), OSAIC HOLDINGS, INC. (4.22K), NBC SECURITIES, INC. (2.80K), UBS Group AG (739), WELLS FARGO & COMPANY/MN (1).