Institutional Ownership Cion Investment Corp (CION)
This table provides information about the institutional ownership of Cion Investment Corp (CION). We have compiled data on the 174 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
236,007
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
226,323
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2025
Added 13.22%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
186,600
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
184,598
shares
|
$1.88 Million
0.74% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
184,026
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
182,124
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
165,486
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
157,704
shares
|
$1.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
124,338
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
123,194
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
114,799
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2025
Added 76.62%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
113,893
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Added 189.76%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
103,057
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2022
Added 34.88%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
97,634
shares
|
$991,961
0.18% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
96,586
shares
|
$981,313
0.28% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 21, 2025 Q3 2025 |
88,836
shares
|
$902,573
0.24% of portfolio
|
Q3 2025
Reduced 85.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
88,299
shares
|
$897,117
0.0% of portfolio
|
Q3 2025
Added 1083.95%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
87,026
shares
|
$884,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
67,272
shares
|
$683,483
0.01% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
65,172
shares
|
$662,147
0.0% of portfolio
|
Q4 2023
Added 99.03%
|
|
|
Apollo Management Holdings, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
63,262
shares
|
$642,741
0.01% of portfolio
|
Q2 2023
Added 2.92%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
62,771
shares
|
$637,753
0.32% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
62,703
shares
|
$637,062
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
57,610
shares
|
$585,317
0.06% of portfolio
|
Q3 2025
Reduced 17.11%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
50,841
shares
|
$516,544
0.0% of portfolio
|
Q3 2025
Added 53.49%
|
|