EQUUS TOTAL RETURN INC

DOSSIER · 13F Holders · Q2 2026

EQS

EQUUS TOTAL RETURN INC

8 institutions still hold EQUUS TOTAL RETURN INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 294766100·8 13F holders·last filed Jun 30, 2026

Market cap

—

13F value held

$152K

visible holders

Holders

8

filers reporting

Concentration

29.08%

MORGAN STANLEY #1

top holder share

AI Holders Summary · Q2 2026

8 institutions reported EQS in Q2 2026. MORGAN STANLEY leads at 29.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

01

MORGAN STANLEY

CIK 0000895421

$44K36K0.00%Q2 2026 02

SHUFRO ROSE & CO LLC

CIK 0000908195

$39K31K0.00%Q2 2026 03

CITADEL ADVISORS LLC

CIK 0001423053

$25K20K0.00%Q2 2026 04

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

CIK 0001794153

$25K20K0.00%Q2 2026 05

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$11K9K0.00%Q2 2026 06

OSAIC HOLDINGS, INC.

CIK 0001677044

$8K6K0.00%Q2 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$110.00%Q2 2026 08

CONCOURSE FINANCIAL GROUP SECURITIES, INC.