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 | 4,768,227 | 137,038 | 0.03% | 0.03% | 1 | -118 | -0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,385,200 | 97,290 | 0.03% | 0.02% | 2 | +1,125,573 | 49.81% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 451,944 | 12,988 | 0.0% | 0.0% | 3 | +24,745 | 5.79% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 285,510 | 8,205 | 0.0% | 0.0% | 4 | +140,732 | 97.21% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 52,237 | 1,501 | 0.02% | 0.02% | 5 | +13,327 | 34.25% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 48,118 | 1,382 | 0.0% | — | 6 | +48,118 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 36,032 | 1,036 | 0.0% | 0.0% | 7 | +70 | 0.19% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 27,349 | 786 | 0.0% | — | 8 | +27,349 | New | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 26,474 | 760 | 0.0% | — | 9 | +26,474 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 27,349 | 747 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 19,239 | 553 | 0.02% | — | 11 | +19,239 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,923 | 428 | 0.0% | 0.0% | 12 | -2,229 | -13.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,394 | 269 | 0.0% | — | 13 | +9,394 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 7,777 | 223 | 0.0% | 0.0% | 14 | -11,596 | -59.86% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,849 | 53 | 0.0% | 0.0% | 15 | -200 | -9.76% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,427 | 39 | 0.0% | 0.0% | 16 | +1,330 | 1371.13% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,163 | 31 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 917 | 26 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | No change | 861 | 24 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 750 | 22 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WHITTIER TRUST CO | History | No change | 550 | 15 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 537 | 15 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 418 | 12 | 0.0% | 0.01% | 23 | -477 | -53.3% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | New | 383 | 11 | 0.0% | — | 24 | +383 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 380 | 10 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 275 | 7 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Spire Wealth Management | History | No change | 227 | 6 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 112 | 3 | 0.0% | 0.0% | 29 | +32 | 40.0% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 120 | 3 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 72 | 2 | 0.0% | — | 33 | +72 | New | Q1 2026 | May 13, 2026 |
| Crewe Advisors LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 96 | 2 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 51 | 1 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | No change | 41 | 1 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -230,310 | -100.0% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,281 | -100.0% | Q1 2026 | May 14, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | Closed out | 0 | 0 | — | 0.13% | — | -8,716 | -100.0% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -312 | -100.0% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |