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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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$218.6M
QoQ value delta ($000)
+$10.39M (+4.99%)
Implied price effect (QoQ)
+3.06%
Shares
Total shares
7,998,817
QoQ shares delta
+147,369 (+1.88%)
Total shares held by funds (by quarter)

Market chart (ECON)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q2 2026 data: only 36 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
AMERIPRISE FINANCIAL INC 130,318 4,768,345 0.03%
LPL Financial LLC 61,755 2,259,627 0.02%
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%
UBS Group AG 529 19,373 0.0%
JANE STREET GROUP, LLC 468 17,152 0.0%
RAYMOND JAMES FINANCIAL INC 308 11,281 0.0%
Karnit Road Accident Victims Compensation Fund 238 8,716 0.13%
AlphaCore Capital LLC 56 2,049 0.0%
Global Retirement Partners, LLC 31 1,163 0.0%
OSAIC HOLDINGS, INC. 25 917 0.0%
Medallion Wealth Advisors, LLC 24 895 0.01%
FMR LLC 23 861 0.0%
Capital Advisors, Ltd. LLC 20 750 0.0%
WHITTIER TRUST CO 15 550 0.0%
PRIVATE TRUST CO NA 14 537 0.0%
COMERICA BANK 10 380 0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8 312 0.0%
Parallel Advisors, LLC 8 300 0.0%
NewEdge Advisors, LLC 7 275 0.0%
Spire Wealth Management 6 227 0.0%