Russell Tax-MGD US M&S-SRTSSX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$39.51avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Russell Tax-MGD US M&S-S (RTSSX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were RiverFront Investment Group, LLC ($203K) and Tucker Asset Management LLC ($7K).
- Company
- Russell Tax-MGD US M&S-S
- CUSIP
- 782478408
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $203K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 5,126 shares bought, net +5,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| RiverFront Investment Group, LLC | 0.01% | New | 5,126 | $203K |
| Tucker Asset Management LLC | 0.00% | No change | 167 | $7K |
"% of holder's portfolio" is RTSSX's weight in each manager's 13F, not the share of Russell Tax-MGD US M&S-S the manager owns.