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Equus Total Return Inc (EQS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
StoneX Group Inc.
NEW
Shares14,266
Change+14,266
Value$14.3K
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares8,897 from 8,897
Change0 (0%)
Value$8.2K (-$2.8K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 35,666
Change-35,666 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 31,287
Change-31,287 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,330
Change-20,330 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,447
Change-6,447 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
StoneX Group Inc.
NEW14,266—+14,266——$14.3K—2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED8,8978,89700%$11.0K$8.2K-$2.8K2026-10-29
Morgan Stanley
N/A—35,666-35,666-100%$44.2K———
Shufro Rose & Co LLC
N/A—31,287-31,287-100%$38.8K———
Citadel Advisors LLC
N/A—20,330-20,330-100%$25.2K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—20,000-20,000-100%$24.8K———
Osaic Holdings, Inc.
N/A—6,447-6,447-100%$8.0K———
Wells Fargo & Company
N/A—1-1-100%$1———
Showing 8 of 8 institutions