Institutional Ownership
Equus Total Return Inc
CUSIP 294766100COMEQSQ1 2026
Institutional Holders
8
13F filers
Shares Held
125.5K
Aggregate institutional
Institutional Value
$230.9K
Q1 2026
Net New Holders
-2
0 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased0
Sold out2
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 35.7K | $65.6K | 0 | Held |
| 2 | Shufro Rose & Co LLC | 31.3K | $57.6K | 0 | Held |
| 3 | Msh Capital Advisors LLC | 21.7K | $39.9K | 0 | Held |
| 4 | Schwarz Dygos Wheeler Investment Advisors LLC | 20.0K | $36.8K | 0 | Held |
| 5 | Blue Bell Private Wealth Management, LLC | 9.1K | $16.7K | 0 | Held |
| 6 | Osaic Holdings, Inc. | 4.9K | $9.1K | +725 | Added |
| 7 | Nbc Securities, Inc. | 2.8K | $5.2K | 0 | Held |
| 8 | Wells Fargo & Company/Mn | 1 | $1 | 0 | Held |