RETSX

RUSSELL INV TAX-MANAGED US LARGE CAP S

Institutional Ownership · Q4 2025

Filing: Q4 2025

RUSSELL INV TAX-MANAGED US LARGE CAP S (RETSX) is held by 2 institutional investors with combined holdings of $1M. Major holders include Fortune Financial Group, , FERGUSON WELLMAN CAPITAL .

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Institutional Holders

Total Value

$1.1M

Ownership %

—

🏦 Top Institutional Holders

Fortune Financial Group, Inc.

19.3K shares

$1.0M

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

10.1K shares

$136.0K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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