Fusion Family Wealth, LLC - ECON
Sector:
Funds
· Industry:
Investment Company
Website:
No information yet
· Social:
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Company profile
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Quarter snapshot
Latest / Compare
Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$253.6M
QoQ value delta ($000)
+$34.99M
(+16.01%)
Implied price effect (QoQ)
+1.93%
Shares
Total shares
9,103,704
QoQ shares delta
+1,104,887
(+13.81%)
Total shares held by funds (by quarter)
Market chart (ECON)
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Top holders (Q1 2026)
Top 25 only
Full list
Partial Q1 2026 data: 14 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 130,318 | 4,768,345 | 0.03% |
| LPL Financial LLC | 97,290 | 3,385,200 | 0.03% |
| BANK OF AMERICA CORP /DE/ | 11,675 | 427,199 | 0.0% |
| Kingsview Wealth Management, LLC | 6,294 | 230,310 | 0.09% |
| MORGAN STANLEY | 3,956 | 144,778 | 0.0% |
| OLD MISSION CAPITAL LLC | 1,063 | 38,910 | 0.02% |
| ROYAL BANK OF CANADA | 983 | 35,962 | 0.0% |
| CIBC Private Wealth Group LLC | 747 | 27,349 | 0.0% |
| JANE STREET GROUP, LLC | 468 | 17,152 | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 308 | 11,281 | 0.0% |
| UBS Group AG | 223 | 7,777 | 0.0% |
| AlphaCore Capital LLC | 56 | 2,049 | 0.0% |
| Global Retirement Partners, LLC | 31 | 1,163 | 0.0% |
| OSAIC HOLDINGS, INC. | 25 | 917 | 0.0% |
| FMR LLC | 23 | 861 | 0.0% |
| Capital Advisors, Ltd. LLC | 22 | 750 | 0.0% |
| WHITTIER TRUST CO | 15 | 550 | 0.0% |
| PRIVATE TRUST CO NA | 15 | 537 | 0.0% |
| Medallion Wealth Advisors, LLC | 12 | 418 | 0.0% |
| FIFTH THIRD BANCORP | 11 | 383 | 0.0% |
| COMERICA BANK | 10 | 380 | 0.0% |
| Parallel Advisors, LLC | 8 | 300 | 0.0% |
| NewEdge Advisors, LLC | 7 | 275 | 0.0% |
| Spire Wealth Management | 6 | 227 | 0.0% |
| WELLS FARGO & COMPANY/MN | 3 | 112 | 0.0% |