Fusion Family Wealth, LLC - INCO

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$117.2M
QoQ value delta ($000)
+$4.797M (+4.27%)
Implied price effect (QoQ)
+0.19%
Shares
Total shares
1,809,183
QoQ shares delta
+70,801 (+4.07%)
Total shares held by funds (by quarter)

Market chart (INCO)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 15 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
BANK OF AMERICA CORP /DE/ 26,422 407,696 0.0%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 14,864 229,351 0.77%
MORGAN STANLEY 11,469 176,969 0.0%
JANE STREET GROUP, LLC 10,333 159,436 0.0%
LPL Financial LLC 8,947 138,053 0.0%
COMMONWEALTH EQUITY SERVICES, LLC 4,901 75,627 0.01%
tru Independence LLC 4,553 70,265 1.15%
RAYMOND JAMES FINANCIAL INC 2,971 45,842 0.0%
Haven Private, LLC 2,711 41,831 1.19%
KRAEMATON INVESTMENT ADVISORS, INC 2,146 33,119 1.71%
Cetera Investment Advisers 2,063 31,839 0.0%
UBS Group AG 1,980 30,555 0.0%
FLOW TRADERS U.S. LLC 1,738 26,820 0.06%
OSAIC HOLDINGS, INC. 1,707 26,353 0.0%
Quattro Advisors LLC 1,645 25,392 1.32%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,593 24,581 0.0%
Integras Partners LLC 1,463 22,577 1.18%
PNC FINANCIAL SERVICES GROUP, INC. 1,342 20,707 0.0%
WealthCare Investment Partners, LLC 1,329 20,393 0.39%
OLD MISSION CAPITAL LLC 1,274 19,667 0.03%
Cambridge Investment Research Advisors, Inc. 1,103 17,023 0.0%
Aubrey Capital Management Ltd 1,098 16,955 0.43%
CITADEL ADVISORS LLC 944 14,571 0.0%
Clear Creek Financial Management, LLC 871 13,447 0.07%
Merit Financial Group, LLC 778 12,013 0.01%