EQS — EQUUS TOTAL RETURN INC
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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 35.67K | $65.63K | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $1 | 0.00% | Hold |
Q4 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 35.67K | $80.25K | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $1 | 0.00% | Hold |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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)
- Citadel Advisors 20.33K sh · $25.21K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 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 | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details