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Equus Total Return, Inc.: which funds bought and sold

Institutions that bought and sold Equus Total Return shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 2 institutions that filed 13F reports for both quarters added to or opened positions in Equus Total Return, and 3 cut or closed them. Together they sold a net 2,841 shares, −2.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 20K shares; index fund managers held the same number of shares overall. 1 opened a new position and 2 sold out entirely.

Bought, Q2 2026 2 institutions, 1 of them new holders Sold, Q2 2026 3 institutions, 2 of them sold out
Net change, all compared −2,841 shares (−2.3%)
Net change, active managers +20K shares (—), 1 bought, 0 sold

Buyers versus sellers

institutions compared, 9
Active managers and hedge funds 1 bought · 0 sold · +20K
Index fund managers 0 bought · 0 sold · 0
Other institutions 1 bought · 3 sold · −23K

Biggest buyers

by change in shares held
Institution Change in shares Shares June 30, 2026 Value
Citadel Advisors LLC Hedge fund +20K New position 20K $25,209
Osaic Holdings, Inc. +1,500 +30.3% 6,447 $7,994

Biggest sellers

by change in shares held
Institution Change in shares Shares June 30, 2026 Value
Msh Capital Advisors LLC −22K Sold out 0 —
Lanark Financial, Inc. −2,800 Sold out 0 —
Blue Bell Private Wealth Management, LLC −205 −2.3% 8,897 $11,032

New positions

largest by value
InstitutionSharesValue June 30, 2026
Citadel Advisors LLCHedge fund 20K $25,209

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Msh Capital Advisors LLC 22K $39,865
Lanark Financial, Inc. 2,800 $5,152

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
7
Ten largest holders
100.0%
of 13F-reported shares
Index fund managers
0.0%
of 13F-reported shares
Active managers and hedge funds
16.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 1 0 1 0 +20K —
Index fund managers 0 0 0 0 0 —
Other institutions 1 3 0 2 −23K −18.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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