Fusion Family Wealth, LLC - XCEM

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$1.644B
QoQ value delta ($000)
-$6.96M (-0.42%)
Implied price effect (QoQ)
-0.04%
Shares
Total shares
31,179,857
QoQ shares delta
-118,934 (-0.38%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 7 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
MORGAN STANLEY 188,078 3,556,704 0.01%
BANK OF AMERICA CORP /DE/ 186,727 3,531,157 0.01%
Boulay Financial Advisors, LLC 117,862 2,228,872 10.91%
CIBC Bancorp USA Inc. 95,589 1,840,058 0.12%
LPL Financial LLC 84,501 1,597,979 0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 74,244 1,404,013 0.04%
RAYMOND JAMES FINANCIAL INC 56,253 1,063,803 0.02%
Hennion & Walsh Asset Management, Inc. 53,342 1,008,740 1.52%
Marotta Asset Management 40,074 779,507 6.8%
Modern Wealth Management, LLC 36,912 698,040 0.44%
COMMONWEALTH EQUITY SERVICES, LLC 33,754 638,317 0.04%
AMERIPRISE FINANCIAL INC 29,388 555,590 0.01%
WELLS FARGO & COMPANY/MN 27,084 512,188 0.0%
PLANNING ALTERNATIVES LTD /ADV 20,710 391,645 2.22%
UBS Group AG 18,622 352,162 0.0%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 16,923 320,043 0.6%
Savvy Advisors, Inc. 16,771 317,166 0.36%
Prism Advisors, Inc. 16,736 327,714 4.2%
MERCER GLOBAL ADVISORS INC /ADV 16,415 310,423 0.02%
Penserra Capital Management LLC 16,197 306,299 0.12%
Richard P Slaughter Associates Inc 13,633 257,828 2.67%
Sanctuary Advisors, LLC 13,455 254,456 0.06%
ROYAL BANK OF CANADA 13,404 253,477 0.0%
CENTRAL TRUST Co 13,157 248,821 0.24%
Private Advisor Group, LLC 12,657 239,370 0.06%