IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cion Investment Corp (CION)

CUSIP: 17259U204 | NYSE | Financial Services · Asset Management | Small Cap | 405 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.661,544
0.0% of portfolio›$4.6M
Hennion & Walsh Asset Management, Inc.196,894
0.0% of portfolio›$1.4M
Commonwealth Equity Services, LLC194,367
0.0% of portfolio›$1.4M
Sigma Planning Corp192,255
0.0% of portfolio›$1.3M
Kestra Advisory Services, LLC152,144
0.0% of portfolio›$1.1M
Diversify Wealth Management, LLC120,368
0.0% of portfolio›$836.2K
Diversify Advisory Services, LLC120,368
0.0% of portfolio›$836.2K
Apollon Wealth Management, LLC83,795
0.0% of portfolio›$588.2K
Endowment Wealth Management, Inc.70,690
0.2% of portfolio›$496.2K
International Assets Investment Management, LLC70,091
0.0% of portfolio›$496.3K
Pinkerton Wealth, LLC51,662
0.1% of portfolio›$362.7K
Independent Financial Group, LLC50,259
0.0% of portfolio›$352.8K
True Freedom Investing, LLC43,660
0.0% of portfolio›$306.5K
Founders Financial Securities LLC36,904
0.0% of portfolio›$259.1K
Wedbush Securities Inc35,875
0.0% of portfolio›$252.0K
Closed-End Fund Advisors, Inc.34,298
0.3% of portfolio›$240.8K
Symmetry Partners, LLC33,214
0.0% of portfolio›$233.2K
BI Asset Management Fondsmaeglerselskab A/S32,231
0.0% of portfolio›$226.0K
Creative Planning29,561
0.0% of portfolio›$207.5K
Koshinski Asset Management, Inc.29,440
0.0% of portfolio›$206.7K
Strategic Blueprint, LLC29,010
0.0% of portfolio›$203.7K
Eagle Global Advisors LLC27,590
0.0% of portfolio›$193.7K
TT Capital Management LLC27,117
0.1% of portfolio›$190.4K
Avior Wealth Management, LLC24,806
0.0% of portfolio›$174.1K
United Advisor Group, LLC23,380
0.0% of portfolio›$164.1K
Golden State Wealth Management, LLC21,567
0.0% of portfolio›$151.4K
BlueChip Wealth Advisors LLC20,594
0.0% of portfolio›$144.6K
Concurrent Investment Advisors, LLC19,415
0.0% of portfolio›$136.3K
Swmg, LLC19,374
0.0% of portfolio›$126.9K
Doliver Advisors, LP19,000
0.0% of portfolio›$133.4K
A&I Financial Services, LLC18,314
0.1% of portfolio›$128.6K
Kestra Private Wealth Services, LLC16,487
0.0% of portfolio›$115.7K
RFG Advisory, LLC14,874
0.0% of portfolio›$104.4K
Catalyst Capital Advisors LLC14,600
0.0% of portfolio›$102.5K
SMH Capital Advisors Inc14,600
0.4% of portfolio›$102.5K
Triumph Capital Management13,828
0.0% of portfolio›$97.1K
Summit Securities Group LLC13,088
0.0% of portfolio›$91.9K
Kingswood Wealth Advisors, LLC12,458
0.0% of portfolio›$87.5K
BridgePort Financial Solutions, LLC12,233
0.0% of portfolio›$85.9K
First Heartland Consultants, Inc.11,918
0.0% of portfolio›$83.7K
Aviso Wealth Management11,913
0.0% of portfolio›$83.6K
State of Wyoming11,854
0.0% of portfolio›$83.2K
Legacy Advisors, LLC10,500
0.0% of portfolio›$73.7K
Gen-Wealth Partners Inc9,500
0.0% of portfolio›$66.7K
Essential Investment Partners LLC8,380
0.0% of portfolio›$58.8K
IFP Advisors, Inc7,531
0.0% of portfolio›$52.9K
Farther Finance Advisors, LLC5,826
0.0% of portfolio›$40.9K
Private Trust Co NA5,820
0.0% of portfolio›$40.9K
Nfsg Corp4,698
0.0% of portfolio›$33.0K
Joseph Group Capital Management4,131
0.0% of portfolio›$29.0K
Lodestone Wealth Management LLC3,854
0.0% of portfolio›$27.1K
Signaturefd, LLC3,309
0.0% of portfolio›$23.2K
New England Capital Financial Advisors LLC3,055
0.0% of portfolio›$21.4K
JFS Wealth Advisors, LLC2,108
0.0% of portfolio›$14.8K
Kingdom Financial Group Llc.1,289
0.0% of portfolio›$9.0K
Kozak & Associates, Inc.718
0.0% of portfolio›$4.9K
Main Street Group, LTD465
0.0% of portfolio›$3.3K
Richardson Financial Services Inc.399
0.0% of portfolio›$2.8K
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
661,544$4.6M0.0%ETFLowFairfield, IA2026-11-02
Hennion & Walsh Asset Management, Inc.
196,894$1.4M0.0%ValueMediumParsippany, NJ2026-10-13
Commonwealth Equity Services, LLC
194,367$1.4M0.0%ETFLowWaltham, MA2026-11-02
Sigma Planning Corp
192,255$1.3M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Kestra Advisory Services, LLC
152,144$1.1M0.0%CoreLowAustin, TX2026-11-02
Diversify Wealth Management, LLC
120,368$836.2K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
120,368$836.2K0.0%GrowthLowSandy, UT2026-10-20
Apollon Wealth Management, LLC
83,795$588.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Endowment Wealth Management, Inc.
70,690$496.2K0.2%ETFMediumAppleton, WI2026-11-03
International Assets Investment Management, LLC
70,091$496.3K0.0%CoreVery HighOrlando, FL2026-11-02
Pinkerton Wealth, LLC
51,662$362.7K0.1%CoreHighCoeur D Alene, ID2026-10-29
Independent Financial Group, LLC
50,259$352.8K0.0%GrowthLowSan Diego, CA2026-10-13
True Freedom Investing, LLC
43,660$306.5K0.0%CoreHighCoeur D'Alene, ID2026-10-29
Founders Financial Securities LLC
36,904$259.1K0.0%ETFMediumTowson, MD2026-10-28
Wedbush Securities Inc
35,875$252.0K0.0%CoreLowPasadena, CA2026-10-22
Closed-End Fund Advisors, Inc.
34,298$240.8K0.3%YieldMediumRichmond, VA2026-11-04
Symmetry Partners, LLC
33,214$233.2K0.0%ETFLowGlastonbury, CT2026-10-27
BI Asset Management Fondsmaeglerselskab A/S
32,231$226.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Creative Planning
29,561$207.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Koshinski Asset Management, Inc.
29,440$206.7K0.0%ETFLowDecatur, IL2026-10-29
Strategic Blueprint, LLC
29,010$203.7K0.0%ETFLowAtlanta, GA2026-10-22
Eagle Global Advisors LLC
27,590$193.7K0.0%CoreLowHouston, TX2026-11-02
TT Capital Management LLC
27,117$190.4K0.1%YieldMediumGilbert, AZ2026-10-15
Avior Wealth Management, LLC
24,806$174.1K0.0%ETFMediumOmaha, NE2026-10-13
United Advisor Group, LLC
23,380$164.1K0.0%ETFLowCincinnati, OH2026-11-03
Golden State Wealth Management, LLC
21,567$151.4K0.0%ETFMediumSanta Ana, CA2026-11-02
BlueChip Wealth Advisors LLC
20,594$144.6K0.0%ETFMediumMilton, GA2026-11-03
Concurrent Investment Advisors, LLC
19,415$136.3K0.0%GrowthMediumTampa, FL2026-10-16
Swmg, LLC
19,374$126.9K0.0%ETFMediumFort Worth, TX2026-10-23
Doliver Advisors, LP
19,000$133.4K0.0%GARPLowHouston, TX2026-10-01
A&I Financial Services, LLC
18,314$128.6K0.1%ETFHighLone Tree, CO2026-10-15
Kestra Private Wealth Services, LLC
16,487$115.7K0.0%GrowthLowAustin, TX2026-10-30
RFG Advisory, LLC
14,874$104.4K0.0%ETFMediumBirmingham, AL2026-11-03
Catalyst Capital Advisors LLC
14,600$102.5K0.0%ETFVery LowSan Juan, PR2026-11-02
SMH Capital Advisors Inc
14,600$102.5K0.4%YieldMediumFort Worth, TX2026-10-29
Triumph Capital Management
13,828$97.1K0.0%ETFMediumDenver, CO2026-10-14
Summit Securities Group LLC
13,088$91.9K0.0%CoreVery HighNew York, NY2026-11-05
Kingswood Wealth Advisors, LLC
12,458$87.5K0.0%GrowthLowSan Diego, CA2026-10-23
BridgePort Financial Solutions, LLC
12,233$85.9K0.0%ETFLowFairfield, IA2026-11-02
First Heartland Consultants, Inc.
11,918$83.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
Aviso Wealth Management
11,913$83.6K0.0%GrowthLowBellevue, WA2026-11-04
State of Wyoming
11,854$83.2K0.0%ValueHighCheyenne, WY2026-10-28
Legacy Advisors, LLC
10,500$73.7K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Gen-Wealth Partners Inc
9,500$66.7K0.0%CoreLowZeeland, MI2026-11-04
Essential Investment Partners LLC
8,380$58.8K0.0%GrowthLowEnglewood, CO2026-10-27
IFP Advisors, Inc
7,531$52.9K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
5,826$40.9K0.0%IndexLowSan Francisco, CA2026-10-08
Private Trust Co NA
5,820$40.9K0.0%CoreLowCleveland, OH2026-10-20
Nfsg Corp
4,698$33.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Joseph Group Capital Management
4,131$29.0K0.0%ETFLowColumbus, OH2026-11-04
Lodestone Wealth Management LLC
3,854$27.1K0.0%CoreLowSpokane, WA2026-10-14
Signaturefd, LLC
3,309$23.2K0.0%IndexLowAtlanta, GA2026-10-23
New England Capital Financial Advisors LLC
3,055$21.4K0.0%ETFLowMeriden, CT2026-11-03
JFS Wealth Advisors, LLC
2,108$14.8K0.0%ETFVery LowHermitage, PA2026-11-03
Kingdom Financial Group Llc.
1,289$9.0K0.0%ETFMediumPeoria, AZ2026-11-04
Kozak & Associates, Inc.
718$4.9K0.0%ETFLowHighlands Ranch, CO2026-10-29
Main Street Group, LTD
465$3.3K0.0%ETFMediumGlen Allen, VA2026-10-28
Richardson Financial Services Inc.
399$2.8K0.0%GrowthMediumMedway, MA2026-10-30