Fusion Family Wealth, LLC - XCEM

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$1.221B

QoQ value delta ($000)

+$255.9M (+26.5%)

Implied price effect (QoQ)

+6.14%

Total shares

29,977,188

QoQ shares delta

+4,825,314 (+19.18%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 187 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/	139,881	3,427,623	0.01%
MORGAN STANLEY	129,023	3,161,569	0.01%
Boulay Financial Advisors, LLC	105,000	2,572,904	12.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	59,494	1,457,843	0.04%
LPL Financial LLC	54,702	1,340,426	0.01%
Hennion & Walsh Asset Management, Inc.	39,171	959,842	1.32%
RAYMOND JAMES FINANCIAL INC	38,785	950,394	0.01%
Marotta Asset Management	35,920	872,063	6.61%
Flaharty Asset Management, LLC	30,904	757,268	3.84%
O'Brien Wealth Partners LLC	28,040	730,973	3.71%
Prism Advisors, Inc.	19,603	480,368	5.23%
AMERIPRISE FINANCIAL INC	18,677	457,889	0.0%
COMMONWEALTH EQUITY SERVICES, LLC	18,381	450,424	0.03%
WELLS FARGO & COMPANY/MN	17,348	425,105	0.0%
JANE STREET GROUP, LLC	16,890	413,887	0.0%
PLANNING ALTERNATIVES LTD /ADV	15,713	385,033	2.03%
Penserra Capital Management LLC	15,032	368,349	0.18%
UBS Group AG	14,192	347,771	0.0%
Savvy Advisors, Inc.	13,839	339,118	0.37%
MERCER GLOBAL ADVISORS INC /ADV	13,100	321,002	0.02%
PARTNERS CAPITAL INVESTMENT GROUP, LLP	13,060	320,043	0.49%
CIBC Bancorp USA Inc.	11,404	294,473	0.02%
CENTRAL TRUST Co	10,490	257,055	0.21%
Sanctuary Advisors, LLC	10,389	254,590	0.06%
ROYAL BANK OF CANADA	9,421	230,847	0.0%