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EQS — EQUUS TOTAL RETURN INC

Reported value held$70.62K
Funds holding (latest)5
SectorFinancials
Funds holding (Q2 2026)3
Institutional value$69.44K · 56.00K sh
New / Add / Cut / Exit1 / 0 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +57.0% (+20.33K sh)
Institutional value change Up +5.8%

As of Q2 2026, 3 SEC-registered investment managers reported holding EQS (EQUUS TOTAL RETURN INC) in their latest 13F filings, with a combined reported value of $69.44K across 56.00K shares. That is +57.0% by share count (+20.33K shares) versus the previous quarter, while reported value moved +5.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

EQS is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 35.67K $44.23K 0.00% Hold
Citadel Advisors history 20.33K $25.21K 0.00% New
Wells Fargo & Co history 1 $1 0.00% Hold

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 35.67K $65.63K 0.00% Hold
Wells Fargo & Co history 1 $1 0.00% Hold

Q4 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 35.67K $50.46K 0.00% Hold
Citadel Advisors history 23.88K $33.79K 0.00% New
UBS Group AG history 739 $1.05K 0.00% New
Wells Fargo & Co history 1 $1 0.00% Hold

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 35.67K $80.25K 0.00% Hold
Wells Fargo & Co history 1 $1 0.00% Hold

Q2 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 35.67K $48.51K 0.00% Hold
Morgan Stanley history 35.67K $48.51K 0.00% Hold
UBS Group AG history 6.79K $9.23K 0.00% Reduce
Bank of America Corp history 100 $136 0.00% Hold
Wells Fargo & Co history 1 $1 0.00% Hold

Q1 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 35.67K $36.02K 0.00% Hold
Morgan Stanley history 35.67K $36.02K 0.00% Hold
UBS Group AG history 11.33K $11.44K 0.00% Add
Bank of America Corp history 100 $101 0.00% New
Wells Fargo & Co history 1 $1 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 5 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Morgan Stanley 35.67K 35.67K 35.67K 35.67K 35.67K 35.67K 35.67K 35.66K 35.67K 35.67K 35.67K 37.12K 37.12K 37.12K 37.12K 37.12K 35.24K 35.24K 35.32K 40.01K
Citadel Advisors 20.33K — 23.88K — — — 12.25K — — — — — — — — — — — — —
Wells Fargo & Co 1 1 1 1 1 1 1 1 1 1 1 1 1 — — — — — 2 2
UBS Group AG — — 739 — 6.79K 11.33K 11.17K 676 2.08K 37 — — — — 2.19K 2.09K 1.73K 1.69K 209 2.50K
Bank of America Corp — — — — 100 100 — — — — — — — — — — — — — —

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