Who Owns Equus Total Return Stock?
NYSE: EQSFinanceFinance/Investors ServicesUSD
Market open · Delayed 15 min · as of Oct 9, 9:46 AM ET
Ownership breakdown
- Held by institutions
- 0.88%
- Held by insiders
- 58.82%
- Institutional holders
- 7
- Institutions 0.9%
- Insiders 58.8%
- Public and other 40.3%
Who owns Equus Total Return stock?
Institutional investors own about 0.9% of Equus Total Return's shares, spread across 7 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 58.82% of EQS.
The largest institutional holders are Morgan Stanley (0.26%), Shufro, Rose & Co., LLC (0.22%) and Citadel Advisors Llc (0.15%). Together, the top 7 institutions control 0.9% of shares outstanding. In their latest filings, 2 of the top 7 institutions increased their EQS positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of EQS
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 35.67K | 0.26% | 0.0% |
| Shufro, Rose & Co., LLC | 31.29K | 0.22% | 0.0% |
| Citadel Advisors Llc | 20.33K | 0.15% | +100.0% |
| Schwarz Dygos Wheeler Investment Advisors LLC | 20.00K | 0.14% | 0.0% |
| Blue Bell Private Wealth Management, LLC | 8.90K | 0.06% | -2.3% |
| Osaic Holdings Inc. | 6.45K | 0.05% | +30.3% |
| Wells Fargo & Company | 1 | 0.00% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Frequently asked questions
Who is the largest shareholder of Equus Total Return?
Morgan Stanley is the largest institutional shareholder of EQS, owning 0.26% of shares outstanding (35.67K shares) as of its latest 13F filing.
What percentage of Equus Total Return is owned by institutions?
Institutions own about 0.9% of EQS shares and 2.1% of the public float.
How much of Equus Total Return do insiders own?
Insiders, such as officers and directors, own about 58.82% of EQS shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.