DOSSIER · 13F Holders · Q1 2026
EQS

EQUUS TOTAL RETURN INC

9 institutions still hold EQUUS TOTAL RETURN INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 294766100·9 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$260K
visible holders
Holders
9
filers reporting
Concentration
25.29%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported EQS in Q1 2026. MORGAN STANLEY leads at 25.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$66K36K0.00%Q1 2026
02
SHUFRO ROSE & CO LLC
CIK 0000908195
$58K31K0.00%Q1 2026
03
MSH Capital Advisors LLC
CIK 0002056306
$40K22K0.01%Q1 2026
04
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
CIK 0001794153
$37K20K0.01%Q1 2026
05
CITADEL ADVISORS LLC
CIK 0001423053
$34K24K0.00%Q4 2025
06
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$17K9K0.00%Q1 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$9K5K0.00%Q1 2026
08
WELLS FARGO & COMPANY/MN
CIK 0000072971
$110.00%Q1 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at EQUUS TOTAL RETURN INC
Hardy John A.Denos Kenneth IKnauss Robert LDes Pallieres BertrandAtkinson FraserTokarz Group Advisers LlcTokarz Michael TMvc Capital, Inc.