Fusion Family Wealth, LLC - INCO

Sector: Funds · Industry: Investment Company

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$110.1M

QoQ value delta ($000)

+$13.44M (+13.91%)

Implied price effect (QoQ)

+8.38%

Total shares

1,847,511

QoQ shares delta

+89,652 (+5.1%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 59 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	5,441	91,235	2.38%
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	1,807	30,301	0.69%
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	1,011	16,955	0.63%
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%
Ignite Planners, LLC	570	9,523	0.08%
DOVER ADVISORS, LLC	528	8,162	0.22%
ENVESTNET ASSET MANAGEMENT INC	476	7,981	0.0%