Russell Tax-MGD US L/C-SRETSX
13F holders, Q3 2025 (September 30)1holders
1new positions
1sold out
$94.59avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Russell Tax-MGD US L/C-S (RETSX) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holder was First Merchants Corp. ($1.3M).
- Company
- Russell Tax-MGD US L/C-S
- CUSIP
- 782493720
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.3M |
| Exits | 1 | $3.2M |
All 13F filers, Q2 2025 → Q3 2025: 13,555 shares bought and 35,538 shares sold, net −21,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| First Merchants Corp. | 0.05% | New | 13,555 | $1.3M |
"% 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.