Fusion Family Wealth, LLC - ECON
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,768,345 | 130,318 | 0.03% | 0.03% | 1 | -47 | -0.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 2,259,627 | 61,755 | 0.02% | 0.02% | 2 | -32,434 | -1.42% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 427,199 | 11,675 | 0.0% | 0.0% | 3 | -8,050 | -1.85% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | New | 230,310 | 6,294 | 0.09% | — | 4 | +230,310 | New | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 144,778 | 3,956 | 0.0% | 0.0% | 5 | -3,079 | -2.08% | Q4 2025 | May 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 38,910 | 1,063 | 0.02% | 0.03% | 6 | -26,115 | -40.16% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 35,962 | 983 | 0.0% | — | 7 | +35,962 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 27,349 | 747 | 0.0% | 0.0% | 8 | +2,714 | 11.02% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 19,373 | 529 | 0.0% | 0.0% | 9 | -462 | -2.33% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,152 | 468 | 0.0% | 0.0% | 10 | -20,555 | -54.51% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 11,281 | 308 | 0.0% | 0.0% | 11 | +1,534 | 15.74% | Q4 2025 | Feb 18, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | New | 8,716 | 238 | 0.13% | — | 12 | +8,716 | New | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 2,049 | 56 | 0.0% | 0.0% | 13 | +210 | 11.42% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,163 | 31 | 0.0% | 0.0% | 14 | +1 | 0.09% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 917 | 25 | 0.0% | 0.0% | 15 | -359 | -28.13% | Q4 2025 | Feb 17, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 895 | 24 | 0.01% | 0.01% | 16 | -4 | -0.44% | Q4 2025 | Apr 24, 2026 |
| FMR LLC | History | Added to | 861 | 23 | 0.0% | 0.0% | 17 | +335 | 63.69% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 750 | 20 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WHITTIER TRUST CO | History | No change | 550 | 15 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | No change | 537 | 14 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Reduced | 380 | 10 | 0.0% | 0.0% | 21 | -11 | -2.81% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 312 | 8 | 0.0% | — | 22 | +312 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 275 | 7 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Spire Wealth Management | History | No change | 227 | 6 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 120 | 3 | 0.0% | 0.0% | 26 | +2 | 1.69% | Q4 2025 | Mar 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 80 | 2 | 0.0% | — | 27 | +79 | 7900.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 97 | 2 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 96 | 2 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 51 | 1 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | No change | 41 | 1 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,500 | -100.0% | Q4 2025 | Mar 25, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,702 | -100.0% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,257 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -231 | -100.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |