EQS
Equus Total Return, Inc.Company with tickers: EQS
CIK
878932
CUSIP
294766100
Shares Outstanding
13,966,696
13F Activity (30d)
3 filings
3 filers
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 6
Total Value: $165,234
Total Shares: 89,802
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 6 13F filers · Δ vs Dec 31, 2025Top Holder
34.8%
+0.0 pts
Top 5
96.9%
+0.8 pts
Top 10
100.0%
0.0 pts
HHI
2,435
Moderately concentrated+8
Quarterly Activity
vs Dec 31, 2025
New
0
Increased
1
Decreased
0
Sold Out
1
Unchanged
5
Holder count:
-1
Institutional value:
+30.5%
Shares held:
-0.0%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large OSAIC HOLDINGS, INC. | +725 | 4,947 |
Top Sellers
vs Dec 31, 2025No qualifying movers this quarter.
Top New Positions
vs Dec 31, 2025No new positions this quarter.
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega UBS Group AG | 739 | $1,041 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small SHUFRO ROSE & CO LLC | $57,568 | 34.84% | 31,287 | Shares | Sole | 2026-05-15 | ||||
| Small MSH Capital Advisors LLC | $39,865 | 24.13% | 21,666 | Shares | Sole | 2026-05-11 | ||||
| Small SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $36,800 | 22.27% | 20,000 | Shares | Sole | 2026-05-08 | ||||
| Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $16,747 | 10.14% | 9,102 | Shares | Sole | 2026-05-11 | ||||
| Large OSAIC HOLDINGS, INC. | $9,102 | 5.51% | 4,947 | Shares | Defined | 2026-05-15 | ||||
| Small NBC SECURITIES, INC. Broker-Dealer | $5,152 | 3.12% | 2,800 | Shares | Sole | 2026-04-14 | ||||
| No holders match your search. | ||||||||||