Fusion Family Wealth, LLC - ECON

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)
$278.4M
QoQ value delta ($000)
-$36.47M (-11.58%)
Implied price effect (QoQ)
-0.64%
Shares
Total shares
7,731,479
QoQ shares delta
-956,713 (-11.01%)
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.

Market chart (ECON)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 17 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 172,944 4,770,991 0.03%
LPL Financial LLC 71,294 2,014,851 0.02%
BANK OF AMERICA CORP /DE/ 16,438 453,480 0.0%
MORGAN STANLEY 9,574 264,121 0.0%
OLD MISSION CAPITAL LLC 2,841 78,401 0.05%
COMMONWEALTH EQUITY SERVICES, LLC 1,648 46,577 0.0%
ROYAL BANK OF CANADA 1,296 35,745 0.0%
CIBC Bancorp USA Inc. 958 26,433 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 285 7,864 0.0%
UBS Group AG 271 7,678 0.0%
Corient Private Wealth LP 203 5,627 0.0%
Comprehensive Money Management Services LLC 203 5,625 0.13%
JONES FINANCIAL COMPANIES LLLP 94 2,642 0.0%
OSAIC HOLDINGS, INC. 80 2,228 0.0%
AlphaCore Capital LLC 65 1,849 0.0%
FMR LLC 44 1,248 0.0%
Capital Advisors, Ltd. LLC 27 750 0.0%
Global Retirement Partners, LLC 26 748 0.0%
Farther Finance Advisors, LLC 23 659 0.0%
WHITTIER TRUST CO 19 550 0.0%
PRIVATE TRUST CO NA 15 435 0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14 392 0.0%
Nuveen, LLC 14 400 0.0%
FIFTH THIRD BANCORP 12 345 0.0%
Medallion Wealth Advisors, LLC 12 352 0.0%