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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
11,218
shares
|
$113,974
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,909
shares
|
$110,835
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
10,669
shares
|
$108,397
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
10,627
shares
|
$107,970
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
10,594
shares
|
$107,635
0.03% of portfolio
|
Q4 2022
Added 91.4%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
10,557
shares
|
$107,259
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,354
shares
|
$105,196
0.0% of portfolio
|
Q3 2025
Added 165.01%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
10,343
shares
|
$105,084
0.0% of portfolio
|
Q3 2025
Added 34.69%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
10,267
shares
|
$104,312
0.0% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,040
shares
|
$102,006
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
9,500
shares
|
$96,520
0.03% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
8,802
shares
|
$89,428
0.0% of portfolio
|
Q2 2025
Added 21.73%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
7,711
shares
|
$78,343
0.06% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,284
shares
|
$74,005
0.01% of portfolio
|
Q1 2024
Added 37.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,826
shares
|
$59,192
0.0% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
4,131
shares
|
$41,970
0.01% of portfolio
|
Q4 2022
Reduced 3.8%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,821
shares
|
$38,821
0.0% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
3,562
shares
|
$36,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
3,497
shares
|
$35,529
0.03% of portfolio
|
Q1 2025
Reduced 23.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,309
shares
|
$33,619
0.0% of portfolio
|
Q2 2023
Reduced 29.07%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
3,165
shares
|
$32,156
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,133
shares
|
$31,831
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
3,061
shares
|
$31,099
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,034
shares
|
$30,825
0.0% of portfolio
|
Q3 2022
Added 49.98%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,983
shares
|
$30,307
0.0% of portfolio
|
Q3 2025
New holding
|
|