13FBOX
EQUUS TOTAL RETURN INC · 13F Institutional Holdings
Options Calculator Rankings
E

EQUUS TOTAL RETURN INC

EQS
Institutions
7
Combined AUM (Q2 2026)
$152,058
Combined Shares (Q2 2026)
122,628
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+21,830
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-24,671
3 · 2 Exit · ≈
⚖️ Net
-2,841
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$152,058
Institutions
7
New Buys
1
Adds
1
Reduces
1
Exits
2
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#6$44,22635,666$80,24935,66600.00%Unchanged
SHUFRO ROSE & CO LLC
<0.01%<0.01%#2$38,79631,287$57,56931,28700.00%Unchanged
CITADEL ADVISORS LLC
<0.01%#5$25,20920,330$00+20,330New Buy
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
<0.01%0.01%#1$24,80020,000$36,80020,00000.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#3$11,0328,897$16,7489,102-205-2.25%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#4$7,9946,447$9,1024,947+1,500+30.32%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#7$11$1100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow