Fusion Family Wealth, LLC - XCEM

Sector: Funds · Industry: Investment Company

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$964.7M

QoQ value delta ($000)

-$18.67M (-1.9%)

Implied price effect (QoQ)

+5.64%

Total shares

25,134,217

QoQ shares delta

-1,931,802 (-7.14%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	119,284	3,109,611	0.01%
MORGAN STANLEY	107,439	2,800,821	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	55,504	1,446,939	0.04%
LPL Financial LLC	38,350	999,763	0.01%
RAYMOND JAMES FINANCIAL INC	35,101	915,067	0.01%
Marotta Asset Management	34,875	909,165	6.46%
Flaharty Asset Management, LLC	29,631	772,465	3.7%
MERCER GLOBAL ADVISORS INC /ADV	28,096	732,437	0.04%
O'Brien Wealth Partners LLC	28,040	730,973	3.71%
Penserra Capital Management LLC	25,848	673,827	0.31%
Hennion & Walsh Asset Management, Inc.	25,632	668,209	0.88%
COMMONWEALTH EQUITY SERVICES, LLC	20,530	535,200	0.03%
Prism Advisors, Inc.	19,307	503,323	5.15%
ALPS ADVISORS INC	15,479	403,540	0.09%
Savvy Advisors, Inc.	15,012	391,355	0.48%
SYON CAPITAL LLC	13,183	343,678	0.66%
AMERIPRISE FINANCIAL INC	12,507	326,498	0.0%
PLANNING ALTERNATIVES LTD /ADV	12,443	324,397	1.57%
PARTNERS CAPITAL INVESTMENT GROUP, LLP	12,276	320,043	0.46%
UBS Group AG	11,848	308,865	0.0%
WELLS FARGO & COMPANY/MN	10,194	265,770	0.0%
CENTRAL TRUST Co	10,137	264,284	0.2%
Pine Valley Investments Ltd Liability Co	8,630	224,997	0.4%
McKinley Carter Wealth Services, Inc.	8,348	217,633	0.47%
EARNED WEALTH ADVISORS, LLC	7,887	205,605	2.54%