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 | No change | 4,768,345 | 130,318 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 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 | No change | 427,199 | 11,675 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 230,310 | 6,294 | 0.09% | 0.09% | 4 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | No change | 144,778 | 3,956 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 38,910 | 1,063 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 35,962 | 983 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 27,349 | 747 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 17,152 | 468 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 11,281 | 308 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 7,777 | 223 | 0.0% | 0.0% | 11 | -11,596 | -59.86% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | No change | 2,049 | 56 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,163 | 31 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 917 | 25 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | No change | 861 | 23 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 750 | 22 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WHITTIER TRUST CO | History | No change | 550 | 15 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 537 | 15 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 418 | 12 | 0.0% | 0.01% | 19 | -477 | -53.3% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | New | 383 | 11 | 0.0% | — | 20 | +383 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 380 | 10 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 275 | 7 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Spire Wealth Management | History | No change | 227 | 6 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 112 | 3 | 0.0% | 0.0% | 25 | +32 | 40.0% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 120 | 3 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 97 | 2 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 96 | 2 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 51 | 1 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | No change | 41 | 1 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 11, 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% | Q4 2025 | Feb 13, 2026 |