Fusion Family Wealth, LLC - INCO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 407,696 | 26,422 | 0.0% | 0.0% | 1 | +19,321 | 4.97% | Q4 2025 | Feb 17, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 229,351 | 14,864 | 0.77% | 0.76% | 2 | -3,472 | -1.49% | Q4 2025 | Jan 27, 2026 |
| MORGAN STANLEY | History | Added to | 176,969 | 11,469 | 0.0% | 0.0% | 3 | +184 | 0.1% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 159,436 | 10,333 | 0.0% | 0.0% | 4 | +26,981 | 20.37% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 138,053 | 8,947 | 0.0% | 0.0% | 5 | -16,766 | -10.83% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 75,627 | 4,901 | 0.01% | 0.01% | 6 | -2,956 | -3.76% | Q4 2025 | Feb 12, 2026 |
| tru Independence LLC | History | Added to | 70,265 | 4,553 | 1.15% | 1.05% | 7 | +7,900 | 12.67% | Q4 2025 | Jan 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 45,842 | 2,971 | 0.0% | 0.0% | 8 | -605 | -1.3% | Q4 2025 | Feb 18, 2026 |
| Haven Private, LLC | History | Added to | 41,831 | 2,711 | 1.19% | 1.14% | 9 | +1,966 | 4.93% | Q4 2025 | Feb 12, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 33,119 | 2,146 | 1.71% | 1.82% | 10 | +253 | 0.77% | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | Reduced | 31,839 | 2,063 | 0.0% | 0.0% | 11 | -14,934 | -31.93% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 30,555 | 1,980 | 0.0% | 0.0% | 12 | +10,119 | 49.52% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 26,820 | 1,738 | 0.06% | 0.09% | 13 | -8,850 | -24.81% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 26,353 | 1,707 | 0.0% | 0.0% | 14 | +54 | 0.21% | Q4 2025 | Feb 17, 2026 |
| Quattro Advisors LLC | History | New | 25,392 | 1,645 | 1.32% | — | 15 | +25,392 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 24,581 | 1,593 | 0.0% | 0.0% | 16 | +19,653 | 398.8% | Q4 2025 | Feb 17, 2026 |
| Integras Partners LLC | History | Added to | 22,577 | 1,463 | 1.18% | 1.15% | 17 | +584 | 2.66% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 20,707 | 1,342 | 0.0% | 0.0% | 18 | -420 | -1.99% | Q4 2025 | Feb 06, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 20,393 | 1,329 | 0.39% | 0.51% | 19 | -3,819 | -15.77% | Q4 2025 | Jan 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 19,667 | 1,274 | 0.03% | 0.01% | 20 | +11,114 | 129.94% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,023 | 1,103 | 0.0% | 0.0% | 21 | -568 | -3.23% | Q4 2025 | Feb 05, 2026 |
| Aubrey Capital Management Ltd | History | Added to | 16,955 | 1,098 | 0.43% | 0.24% | 22 | +5,000 | 41.82% | Q4 2025 | Feb 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 14,571 | 944 | 0.0% | 0.0% | 23 | -8,230 | -36.09% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 13,447 | 871 | 0.07% | 0.07% | 24 | +234 | 1.77% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 12,013 | 778 | 0.01% | 0.01% | 25 | -2,299 | -16.06% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 11,419 | 740 | 0.0% | 0.0% | 26 | -765 | -6.28% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,108 | 655 | 0.0% | 0.0% | 27 | +4,552 | 81.93% | Q4 2025 | Feb 10, 2026 |
| Ignite Planners, LLC | History | Added to | 8,710 | 533 | 0.08% | 0.03% | 28 | +5,520 | 173.04% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 8,179 | 530 | 0.02% | 0.04% | 29 | -7,595 | -48.15% | Q4 2025 | Feb 06, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 8,162 | 528 | 0.2% | 0.22% | 30 | -207 | -2.47% | Q4 2025 | Feb 10, 2026 |
| Pictet North America Advisors SA | History | No change | 7,182 | 465 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,675 | 367 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Added to | 5,308 | 343 | 0.01% | 0.01% | 33 | +356 | 7.19% | Q4 2025 | Jan 30, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,636 | 300 | 0.01% | 0.01% | 34 | +446 | 10.64% | Q4 2025 | Feb 05, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 4,512 | 292 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 4,280 | 274 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Miller Global Investments, LLC | History | New | 4,117 | 266 | 0.24% | — | 37 | +4,117 | New | Q4 2025 | Jan 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,732 | 241 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 3,499 | 226 | 0.03% | 0.03% | 39 | +102 | 3.0% | Q4 2025 | Jan 15, 2026 |
| Pathstone Holdings, LLC | History | New | 3,300 | 213 | 0.0% | — | 40 | +3,300 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,193 | 206 | 0.0% | 0.0% | 41 | +1,096 | 52.27% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,458 | 159 | 0.0% | — | 42 | +2,458 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | New | 2,145 | 139 | 0.0% | — | 43 | +2,145 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,821 | 118 | 0.0% | — | 44 | +1,821 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 900 | 58 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sankala Group LLC | History | New | 783 | 49 | 0.04% | — | 46 | +783 | New | Q4 2025 | Mar 02, 2026 |
| CoreCap Advisors, LLC | History | No change | 582 | 37 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 569 | 36 | 0.0% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Graney & King, LLC | History | No change | 480 | 31 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ATWOOD & PALMER INC | History | No change | 330 | 21 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | No change | 300 | 19 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 300 | 19 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 279 | 18 | 0.0% | — | 53 | +279 | New | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | New | 255 | 16 | 0.0% | — | 54 | +255 | New | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | New | 177 | 11 | 0.0% | — | 55 | +177 | New | Q4 2025 | Mar 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 139 | 9 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | New | 135 | 8 | 0.0% | — | 57 | +135 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | New | 133 | 8 | 0.0% | — | 58 | +133 | New | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 128 | 8 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 82 | 5 | 0.0% | 0.0% | 60 | -11 | -11.83% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Reduced | 63 | 4 | 0.0% | 0.0% | 61 | -637 | -91.0% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,800 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,390 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,500 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -980 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -497 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2025 | Nov 10, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MASECO LLP | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | — | — | -7 | -87.5% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |