SEC 13F Intelligence

EQSEQUUS TOTAL RETURN INC

CUSIP 294766100 · Yahoo Finance ↗ · Google Finance ↗

Equus Total Return Inc (EQS) has 8 institutional holders in Filings Flow’s 13F database, together reporting 125.5K shares worth $215,697 as of Q1 2026. The largest reported holders are Shufro Rose & Co LLC, Morgan Stanley, and Msh Capital Advisors LLC.

Institutional Holders
8
Q1 2026
Reported Value
$215,697
Ticker
EQS
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 19Q4 ’18Q1 ’19: 18Q2 ’19: 19Q2 ’19Q3 ’19: 21Q2 ’21: 9Q2 ’21Q4 ’21: 7Q4 ’22: 7Q4 ’22Q4 ’25: 10Q1 ’26: 8Q1 ’26Q2 ’26: 1filingsflow.com
Total reported value
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ2 ’19Q3 ’19: $3MQ2 ’21: $248,000Q2 ’21Q4 ’21: $101,000Q4 ’22: $183,513Q4 ’22Q4 ’25: $211,313Q1 ’26: $215,697Q1 ’26Q2 ’26: $1filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
MSH Capital Advisors LLC$472M AUM0.01%$39,86521.7KQ1 2026OLDER
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM0.01%$36,80020.0KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.00%$57,56931.3KQ1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$16,7489.1KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$5,1522.8KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$9,1024.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$33,79123.9KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$50,46035.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$1,046739Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$11Q2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.