Equus Total Return EQS Institutional Ownership

NYSE EQS
$0.88 +0.02 (+2.69%)
As of: Oct 22, 2026 · 9:46 AM EDT

Institutions by Trading Activity

7 Institutions
Increased 2 28.6%
Unchanged 4 57.1%
Reduced 1 14.3%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
0.88%
▼-0.02 pp QoQ
Shares Held by Institutions
122.63K
of 13.97Mn outstanding
▼-2.26% QoQ
Shares Outstanding
13.97Mn
13.84Mn held outside 13F filers
Institutional Investors
7
filed 13F for Jun 2026
▼-1 vs prior quarter
Net Shares Added (QoQ)
-2.84K
distributed since last quarter
Value of Holdings
$111.59K
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter —
Net over range —
Accumulating quarters —

Ownership Summary

Equus Total Return, Inc. (NYSE:EQS) counted 7 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Form 13F Holdings

7 Institutional Holders

Report period 30 Jun, 2026
Total shares held 122.63K
Of outstanding 0.88%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 Morgan Stanley 0000895421 35,666 0.26% 0 0.00% $44.23K
2 SHUFRO ROSE & CO LLC 0000908195 31,287 0.22% 0 0.00% $38.80K
3 CITADEL ADVISORS LLC 0001423053 20,330 0.15% ▲20,330 0.00% $25.21K
4 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0001794153 20,000 0.14% 0 0.00% $24.80K
5 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0001352860 8,897 0.06% ▼205 -2.25% $11.03K
6 OSAIC HOLDINGS, INC. 0001677044 6,447 0.05% ▲1,500 +30.32% $7.99K
7 Wells Fargo & Company/Mn 0000072971 1 0.00% 0 0.00% $1