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 |
|---|---|---|---|---|---|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
16,858
shares
|
$171,277
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,687
shares
|
$169,539
0.0% of portfolio
|
Q2 2023
Reduced 19.86%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
16,188
shares
|
$164,470
0.07% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
15,987
shares
|
$162,427
0.04% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
15,797
shares
|
$160,497
0.02% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
15,693
shares
|
$159,440
0.0% of portfolio
|
Q3 2025
Reduced 12.46%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
15,443
shares
|
$156,900
0.0% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
15,230
shares
|
$154,736
0.0% of portfolio
|
Q2 2024
Reduced 9.48%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
15,094
shares
|
$153,355
0.02% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
15,093
shares
|
$153,344
0.01% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
14,696
shares
|
$149,311
0.0% of portfolio
|
Q3 2025
Reduced 77.82%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
14,599
shares
|
$148,325
0.01% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
14,456
shares
|
$146,872
0.11% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
14,419
shares
|
$146,497
0.04% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
14,045
shares
|
$142,697
0.05% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
13,935
shares
|
$141,579
0.01% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
13,662
shares
|
$138,805
0.03% of portfolio
|
Q2 2025
Reduced 44.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
13,600
shares
|
$138,176
0.0% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
13,068
shares
|
$132,770
0.01% of portfolio
|
Q1 2025
Reduced 31.87%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
12,361
shares
|
$125,587
0.03% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,909
shares
|
$120,995
0.0% of portfolio
|
Q3 2025
Reduced 61.32%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
11,533
shares
|
$117,175
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
11,493
shares
|
$116,768
0.01% of portfolio
|
Q2 2025
Reduced 32.73%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
11,482
shares
|
$116,657
0.0% of portfolio
|
Q2 2025
Reduced 29.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
11,237
shares
|
$114,167
0.0% of portfolio
|
Q2 2025
Reduced 76.96%
|
|