13F

Stock

Equus Total Return, Inc.

EQS · held by 10 managers

Reported value

$211.3K

Holders

10

+0 new · −0 exited

Holders’ est. mark

−$29.8K

Price effect on 1 books still in the name

Largest holder

$50.5K

MORGAN STANLEY

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY35.7K$50.5K−$29.8KCut−$29.8K
SHUFRO ROSE & CO LLC31.3K$44.3KHeld
Citadel23.9K$33.8KHeld
MSH Capital Advisors LLC21.7K$30.7KHeld
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC20K$28.3KHeld
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9.1K$12.9KHeld
OSAIC HOLDINGS, INC.4.22K$5.96KHeld
NBC SECURITIES, INC.2.8K$3.96KHeld
UBS Group AG739$1.05KHeld
WELLS FARGO & COMPANY/MN1$1Held

Positions as of Q4 2025. 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.