Russell Tax-MGD US L/C-SRETSX
13F holders, Q2 2024 (June 30)2holders
0new positions
0sold out
$80.04avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Russell Tax-MGD US L/C-S (RETSX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were RiverFront Investment Group, LLC ($1.5M) and Tucker Asset Management LLC ($54K).
- Company
- Russell Tax-MGD US L/C-S
- CUSIP
- 782493720
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 3,292 shares bought, net +3,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| RiverFront Investment Group, LLC | 0.04% | Add +20.7% | 19,188 | $1.5M |
| Tucker Asset Management LLC | 0.01% | No change | 670 | $54K |
"% of holder's portfolio" is RETSX's weight in each manager's 13F, not the share of Russell Tax-MGD US L/C-S the manager owns.