# EQUUS TOTAL RETURN INC (EQS)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EQS/

- Reporting holders: 7
- Reported value: $177.3K
- Shares held by institutions: 142,958 of 13,966,696 outstanding
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $50.4K | 40,660 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $44.2K | 35,666 | 0.0% | 23 |
| [SHUFRO ROSE & CO LLC](https://holderbook.com/funds/908195-shufro-rose-co-llc/) | $38.8K | 31,287 | 0.0% | 31 |
| [SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC](https://holderbook.com/funds/1794153-schwarz-dygos-wheeler-investment-advisors-llc/) | $24.8K | 20,000 | 0.0% | 4 |
| [BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1352860-blue-bell-private-wealth-management-llc/) | $11.0K | 8,897 | 0.0% | 31 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $8.0K | 6,447 | 0.0% | 10 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $1 | 1 | 0.0% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 7 | $177.3K |
| Q1 2026 | 8 | $230.9K |
| Q4 2025 | 10 | $211.3K |
| Q3 2025 | 8 | $259.7K |
| Q2 2025 | 9 | $170.6K |
| Q1 2025 | 9 | $147.1K |
| Q4 2024 | 9 | $169.1K |
| Q3 2024 | 9 | $181.2K |
| Q2 2024 | 10 | $285.8K |
| Q1 2024 | 9 | $423.5K |
| Q4 2023 | 9 | $430.0K |
| Q3 2023 | 7 | $222.2K |