HOUSTON, TX
EQUUS TOTAL RETURN, INC.EQS— Latest position per institution from SEC 13F filings
15
Institutional holders
265.83K
Total shares held
264.19K
Estimated value
14.77K
Avg. position size
FNY INVESTMENT ADVISERS, LLC
CIK 1742998
Shares
69.85K
Value
92.00
Filed
Jun 30, 2024
MORGAN STANLEY
CIK 895421
Shares
35.67K
Value
44.23K
Filed
Jun 30, 2026
SHUFRO ROSE & CO LLC
CIK 908195
Shares
31.29K
Value
38.80K
Filed
Jun 30, 2026
CSS LLC/IL
CIK 1103646
Shares
23K
Value
31.28K
Filed
Jun 30, 2025
MSH CAPITAL ADVISORS LLC
CIK 2056306
Shares
21.67K
Value
39.87K
Filed
Mar 31, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
20.33K
Value
25.21K
Filed
Jun 30, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
CIK 1794153
Shares
20K
Value
24.80K
Filed
Jun 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
12.22K
Value
16.13K
Filed
Jun 30, 2024
MAREX GROUP LTD
CIK 1997464
Shares
10K
Value
14.50K
Filed
Dec 31, 2023
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 1352860
Shares
8.90K
Value
11.03K
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
6.45K
Value
7.99K
Filed
Jun 30, 2026
LANARK FINANCIAL, INC.
CIK 791540
Shares
2.80K
Value
5.15K
Filed
Mar 31, 2026
UNCOMMON CENTS INVESTING INC
CIK 1729754
Shares
1.82K
Value
2.48K
Filed
Sep 30, 2024
MARINER MANAGED ACCOUNT SOLUTIONS, LLC
CIK 1546408
Shares
1K
Value
1.45K
Filed
Dec 31, 2023
UBS GROUP AG
CIK 1610520
Shares
739.00
Value
1.05K
Filed
Dec 31, 2025
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
100.00
Value
136.00
Filed
Jun 30, 2025
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.00
Value
1.00
Filed
Jun 30, 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 752798
Shares
0.00
Value
0.00
Filed
Jun 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | FNY INVESTMENT ADVISERS, LLC | 1742998 | 69.85K | 92.00 | Jun 30, 2024 |
| 2 | MORGAN STANLEY | 895421 | 35.67K | 44.23K | Jun 30, 2026 |
| 3 | SHUFRO ROSE & CO LLC | 908195 | 31.29K | 38.80K | Jun 30, 2026 |
| 4 | CSS LLC/IL | 1103646 | 23K | 31.28K | Jun 30, 2025 |
| 5 | MSH CAPITAL ADVISORS LLC | 2056306 | 21.67K | 39.87K | Mar 31, 2026 |
| 6 | CITADEL ADVISORS LLC | 1423053 | 20.33K | 25.21K | Jun 30, 2026 |
| 7 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 1794153 | 20K | 24.80K | Jun 30, 2026 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 12.22K | 16.13K | Jun 30, 2024 |
| 9 | MAREX GROUP LTD | 1997464 | 10K | 14.50K | Dec 31, 2023 |
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | 8.90K | 11.03K | Jun 30, 2026 |
| 11 | OSAIC HOLDINGS, INC. | 1677044 | 6.45K | 7.99K | Jun 30, 2026 |
| 12 | LANARK FINANCIAL, INC. | 791540 | 2.80K | 5.15K | Mar 31, 2026 |
| 13 | UNCOMMON CENTS INVESTING INC | 1729754 | 1.82K | 2.48K | Sep 30, 2024 |
| 14 | MARINER MANAGED ACCOUNT SOLUTIONS, LLC | 1546408 | 1K | 1.45K | Dec 31, 2023 |
| 15 | UBS GROUP AG | 1610520 | 739.00 | 1.05K | Dec 31, 2025 |
| 16 | BANK OF AMERICA CORP /DE/ | 70858 | 100.00 | 136.00 | Jun 30, 2025 |
| 17 | WELLS FARGO & COMPANY/MN | 72971 | 1.00 | 1.00 | Jun 30, 2026 |
| 18 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 752798 | 0.00 | 0.00 | Jun 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.