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 | 4,770,991 | 172,944 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 2,014,851 | 71,294 | 0.02% | 0.02% | 2 | -1,001,052 | -33.19% | Q3 2026 | Nov 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 453,480 | 16,438 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 264,121 | 9,574 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 78,401 | 2,841 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 46,577 | 1,648 | 0.0% | — | 6 | +46,577 | New | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 35,745 | 1,296 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 26,433 | 958 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,864 | 285 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 7,678 | 271 | 0.0% | 0.0% | 10 | +714 | 10.25% | Q3 2026 | Nov 10, 2026 |
| Corient Private Wealth LP | History | No change | 5,627 | 203 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 5,625 | 203 | 0.13% | 0.13% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,642 | 94 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,228 | 80 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 1,849 | 65 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | Added to | 1,248 | 44 | 0.0% | 0.0% | 16 | +60 | 5.05% | Q3 2026 | Nov 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 750 | 27 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 748 | 26 | 0.0% | 0.0% | 18 | -296 | -28.35% | Q3 2026 | Nov 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 659 | 23 | 0.0% | 0.0% | 19 | +563 | 586.46% | Q3 2026 | Oct 08, 2026 |
| WHITTIER TRUST CO | History | No change | 550 | 19 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 435 | 15 | 0.0% | 0.0% | 21 | -102 | -18.99% | Q3 2026 | Oct 20, 2026 |
| Nuveen, LLC | History | New | 400 | 14 | 0.0% | — | 23 | +400 | New | Q3 2026 | Nov 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 392 | 14 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 345 | 12 | 0.0% | 0.0% | 24 | +178 | 106.59% | Q3 2026 | Nov 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 352 | 12 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 300 | 10 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 275 | 9 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 227 | 8 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Johnson Financial Group, Inc. | History | No change | 149 | 5 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 112 | 4 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 120 | 4 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | New | 99 | 3 | 0.0% | — | 32 | +99 | New | Q3 2026 | Nov 03, 2026 |
| Crewe Advisors LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 51 | 1 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Rossby Financial, LCC | History | No change | 41 | 1 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,255 | -100.0% | Q3 2026 | Oct 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -599 | -100.0% | Q3 2026 | Nov 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |