13F

Stock

Equus Total Return, Inc.

EQS · held by 8 managers

Reported value

$230.9K

Holders

8

+0 new · −2 exited

Holders’ est. mark

$53.1K

Price effect on 8 books still in the name

Largest holder

$65.6K

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY35.7K$65.6K$15.2KAdded$15.2K
SHUFRO ROSE & CO LLC31.3K$57.6K$13.3KAdded$13.3K
MSH Capital Advisors LLC21.7K$39.9K$9.21KAdded$9.21K
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC20K$36.8K$8.5KAdded$8.5K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9.1K$16.7K$3.87KAdded$3.87K
OSAIC HOLDINGS, INC.4.95K$9.1K$1.81KAdded$3.14K
NBC SECURITIES, INC.2.8K$5.15K$1.19KAdded$1.19K
WELLS FARGO & COMPANY/MN1$1$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.