EQS — Equus Total Return Inc Institutional Holders · Q2 2026
Who owns Equus Total Return Inc (EQS)? 9 institutions reported holding $152,058 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Morgan Stanley ($44,226), Shufro Rose & Co LLC ($38,796), Citadel Advisors LLC ($25,209).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $44,226 | 35,666 | Hold |
| 2 | SHUFRO ROSE & CO LLC | $38,796 | 31,287 | Hold |
| 3 | CITADEL ADVISORS LLC | $25,209 | 20,330 | New |
| 4 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $24,800 | 20,000 | Hold |
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $11,032 | 8,897 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $7,994 | 6,447 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $1 | 1 | Hold |
| 8 | MSH Capital Advisors LLC | $0 | 0 | Exited |
| 9 | NBC SECURITIES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30