EQUUS TOTAL RETURN, INC. - EQS
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$206K
QoQ value delta ($000)
-$51K
(-19.84%)
Implied price effect (QoQ)
-20.33%
Shares
Total shares
149,367
QoQ shares delta
+910
(+0.61%)
Total shares held by funds (by quarter)
Market chart (EQS)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| MORGAN STANLEY | 50 | 35,666 | 0.0% |
| SHUFRO ROSE & CO LLC | 44 | 31,287 | 0.0% |
| CITADEL ADVISORS LLC | 33 | 23,884 | 0.0% |
| MSH Capital Advisors LLC | 30 | 21,666 | 0.01% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 28 | 20,000 | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 9,102 | 0.0% |
| OSAIC HOLDINGS, INC. | 5 | 4,222 | 0.0% |
| NBC SECURITIES, INC. | 3 | 2,800 | 0.0% |
| UBS Group AG | 1 | 739 | 0.0% |
| WELLS FARGO & COMPANY/MN | 0 | 1 | 0.0% |