EQUUS TOTAL RETURN, INC. (EQS) — Institutional Holders, Q2 2026
7 institutional investment managers reported a EQS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $152.1K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EQS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- CITADEL ADVISORSNew · +20,330 sh+$25.2K
- OSAICAdded · +1,500 sh+$1.9K
Biggest sellers
- MSH Capital AdvisorsSold out · -21,666 sh-$26.9K
- NBC SECURITIESSold out · -2,800 sh-$3.5K
- BLUE BELL PRIVATE WEALTH MANAGEMENTTrimmed · -205 sh-$254.00
EQS 13F holders ranked 1–7 of 7
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 35,666 sh | 35,666 | $44.2K | 0.00% | 0.0% |
| 2 | SHUFRO ROSE#2 · 31,287 sh | 31,287 | $38.8K | <0.01% | 0.0% |
| 3 | CITADEL ADVISORS#3 · 20,330 sh | 20,330 | $25.2K | 0.00% | New |
| 4 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS#4 · 20,000 sh | 20,000 | $24.8K | <0.01% | 0.0% |
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT#5 · 8,897 sh | 8,897 | $11.0K | <0.01% | -2.3% |
| 6 | OSAIC#6 · 6,447 sh | 6,447 | $8.0K | 0.00% | +30.3% |
| 7 | WELLS FARGO & COMPANY#7 · 1 sh | 1 | $1.00 | 0.00% | 0.0% |
Funds that sold out of EQS in Q2 2026 (2)
Held EQS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| MSH Capital Advisors21,666 sh | 21,666 | $39.9K |
| NBC SECURITIES2,800 sh | 2,800 | $5.2K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.