Fusion Family Wealth, LLC - ECON
Sector:
Funds
· Industry:
Investment Company
Website:
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· Social:
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Company profile
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Quarter snapshot
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Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$263.5M
QoQ value delta ($000)
+$44.91M
(+20.54%)
Implied price effect (QoQ)
+5.14%
Shares
Total shares
9,170,416
QoQ shares delta
+1,171,599
(+14.65%)
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: 34 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 | 137,038 | 4,768,227 | 0.03% |
| LPL Financial LLC | 97,290 | 3,385,200 | 0.03% |
| BANK OF AMERICA CORP /DE/ | 12,988 | 451,944 | 0.0% |
| MORGAN STANLEY | 8,205 | 285,510 | 0.0% |
| OLD MISSION CAPITAL LLC | 1,501 | 52,237 | 0.02% |
| GOLDMAN SACHS GROUP INC | 1,382 | 48,118 | 0.0% |
| ROYAL BANK OF CANADA | 1,036 | 36,032 | 0.0% |
| CIBC Bancorp USA Inc. | 786 | 27,349 | 0.0% |
| CITADEL ADVISORS LLC | 760 | 26,474 | 0.0% |
| CIBC Private Wealth Group LLC | 747 | 27,349 | 0.0% |
| FLOW TRADERS U.S. LLC | 553 | 19,239 | 0.02% |
| JANE STREET GROUP, LLC | 428 | 14,923 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 269 | 9,394 | 0.0% |
| UBS Group AG | 223 | 7,777 | 0.0% |
| AlphaCore Capital LLC | 53 | 1,849 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 39 | 1,427 | 0.0% |
| Global Retirement Partners, LLC | 31 | 1,163 | 0.0% |
| OSAIC HOLDINGS, INC. | 26 | 917 | 0.0% |
| FMR LLC | 24 | 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% |