EQUUS TOTAL RETURN, INC. - Common Stock, par value $0.001 per share (EQS)

CUSIP: 294766100

Q2 2025 13F Holders as of 30 Jun 2025

Holder snapshot 5 signals
Share change
-5,042
SEC-reported price per share
$1.36
Number of holders
9
Value change
-$6,857
Number of sells
2
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
13,957,219

Security key

294766100

Report period

Q2 2025

Institutions

9

Top holders

9

Ownership snapshot

Top reported holders of EQS - EQUUS TOTAL RETURN, INC. - Common Stock, par value $0.001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
SHUFRO ROSE & CO LLC
Disclosed value leader
Tokarz Michael T.
Comparable rows
9/12
Latest evidence
31 Mar 2025
13F 3/4/5 Lead comparable stake: 0.43% 3 rows are not safely comparable across share classes. Showing 1-6 of 12 holder rows.

Quick read

SHUFRO ROSE & CO LLC leads the comparable SEC ownership view at 0.43%.

9 of 12 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens SHUFRO ROSE & CO LLC's linked filing trail.
Comparable ownership Top 5
SHUFRO ROSE & CO LLC 0.43%
MORGAN STANLEY 0.26%
CSS LLC/IL 0.16%
UBS Group AG 0.08%
BLUE BELL PRIVATE WEALTH MANAGEME... 0.07%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 12 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
SHUFRO ROSE & CO LLC
13F
Company
13F
0.43%
$60,600
60,000 shares
31 Mar 2025
MORGAN STANLEY
13F
Company
13F
0.26%
$36,024
35,666 shares
31 Mar 2025
CSS LLC/IL
13F
Company
13F
0.16%
$23,229
22,999 shares
31 Mar 2025
UBS Group AG
13F
Company
13F
0.08%
$11,443
11,330 shares
31 Mar 2025
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
13F
Company
13F
0.07%
$9,193
9,102 shares
31 Mar 2025
OSAIC HOLDINGS, INC.
13F
Company
13F
0.03%
$4,541
4,497 shares
31 Mar 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
9
Shares
141,452
Rows available
9
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
9
Q2 2025 holders
9
Holder diff
0
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 value Q2 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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