10 institutions reported holding $230,864 of EQUUS TOTAL RETURN INC (EQS) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($65,627), SHUFRO ROSE & CO LLC ($57,569), MSH Capital Advisors LLC ($39,865), SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC ($36,800), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ($16,748). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $65,627 | 35,666 | Hold |
| 2 | SHUFRO ROSE & CO LLC | $57,569 | 31,287 | Hold |
| 3 | MSH Capital Advisors LLC | $39,865 | 21,666 | Hold |
| 4 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $36,800 | 20,000 | Hold |
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $16,748 | 9,102 | Hold |
| 6 | OSAIC HOLDINGS, INC. | $9,102 | 4,947 | Added |
| 7 | NBC SECURITIES, INC. | $5,152 | 2,800 | Hold |
| 8 | WELLS FARGO & COMPANY/MN | $1 | 1 | Hold |
| 9 | UBS Group AG | $0 | 0 | Exited |
| 10 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31