NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
EQUUS TOTAL RETURN, INC. (EQS) stock profile, AI quality score, and SEC EDGAR financial data. EQS is not currently included in 13F Pro's AI-ranked quality universe — below the main board's size threshold of $25m annual revenue or $100m total assets. this company reported $0.0m in revenue and is scored on the micro-cap board instead. Top institutional holders of EQS by reported 13-F value include MORGAN STANLEY, SHUFRO ROSE, CITADEL ADVISORS, based on the most recent SEC filings. EQS trades on the NYSE exchange and files with the SEC under CIK 878932. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate EQS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for EQUUS TOTAL RETURN, INC. directly from SEC EDGAR.
Net Income
$-9.9M
| Institution | Shares | Value | Reported |
|---|---|---|---|
| MORGAN STANLEY | 35,666 | $44.2K | 2026-06-30 |
| SHUFRO ROSE | 31,287 | $38.8K | 2026-06-30 |
| CITADEL ADVISORS | 20,330 | $25.2K | 2026-06-30 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS | 20,000 | $24.8K | 2026-06-30 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | 8,897 | $11.0K | 2026-06-30 |
| OSAIC | 6,447 | $8.0K | 2026-06-30 |
| WELLS FARGO & COMPANY | 1 | $1.00 | 2026-06-30 |
13F Pro Quality Score
Below size threshold
Below the main board's size threshold of $25M annual revenue or $100M total assets. This company reported $0.0M in revenue and is scored on the micro-cap board instead.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.