Fusion Family Wealth, LLC - INCO

Sector: Funds · Industry: Investment Company

Website: No information yet · Social: No information yet

Company profile

Quarter snapshot

Latest / Compare

Q3 2026 · Q2 2026

Value (USD)

Total reported value ($000)

$109.4M

QoQ value delta ($000)

-$643K (-0.58%)

Implied price effect (QoQ)

-0.23%

Total shares

1,840,712

QoQ shares delta

-6,499 (-0.35%)

Total shares held by funds (by quarter)

Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (INCO)

Interactive chart by TradingView.

Top holders (Q3 2026)

Top 25 only Full list

Partial Q3 2026 data: 11 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	23,751	398,194	0.0%
JPMORGAN CHASE & CO	19,943	336,833	0.0%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	13,749	230,518	0.76%
MORGAN STANLEY	6,889	115,511	0.0%
LPL Financial LLC	6,821	114,356	0.0%
tru Independence LLC	5,535	95,324	2.37%
COMMONWEALTH EQUITY SERVICES, LLC	4,171	69,930	0.01%
JANE STREET GROUP, LLC	3,637	60,988	0.0%
OLD MISSION CAPITAL LLC	3,568	59,834	0.06%
RAYMOND JAMES FINANCIAL INC	2,385	39,993	0.0%
Cetera Investment Advisers	2,048	34,351	0.0%
Haven Private, LLC	1,706	29,383	0.67%
OSAIC HOLDINGS, INC.	1,628	27,298	0.0%
KRAEMATON INVESTMENT ADVISORS, INC	1,518	25,461	1.13%
Integras Partners LLC	1,507	25,274	0.83%
Aubrey Capital Management Ltd	1,303	22,438	1.13%
Cambridge Investment Research Advisors, Inc.	901	15,110	0.0%
PNC FINANCIAL SERVICES GROUP, INC.	865	14,507	0.0%
UBS Group AG	741	12,434	0.0%
WealthCare Investment Partners, LLC	707	11,859	0.17%
AMERIPRISE FINANCIAL INC	702	11,784	0.0%
Merit Financial Group, LLC	594	9,966	0.0%
DOVER ADVISORS, LLC	528	8,162	0.22%
ENVESTNET ASSET MANAGEMENT INC	476	7,981	0.0%
Arax Advisory Partners	343	5,766	0.0%