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Institutions Holding CION (159 holders)

159 institutions currently hold CION, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
Bulldog Investors, LLP$10.5M2.36%
MORGAN STANLEY$7.9M0.00%
LPL Financial LLC$6.8M0.00%
VAN ECK ASSOCIATES CORP$6.6M0.00%
Private Advisor Group, LLC$5.9M0.03%
Cambridge Investment Research Advisors, Inc.$4.9M0.01%
UBS Group AG$4.7M0.00%
Invesco Ltd.$4.2M0.00%
Callodine Capital Management, LP$4.2M0.29%
Berger Financial Group, Inc$2.8M0.16%
LSV ASSET MANAGEMENT$2.7M0.01%
D. E. Shaw & Co., Inc.$2.4M0.00%
Arkadios Wealth Advisors$2.3M0.04%
PINKERTON WEALTH, LLC$2.2M0.20%
Hennion & Walsh Asset Management, Inc.$2.2M0.07%
Advisors Asset Management, Inc.$2.1M0.04%
Kestra Advisory Services, LLC$2.0M0.01%
RENAISSANCE TECHNOLOGIES LLC$1.9M0.00%
Qube Research & Technologies Ltd$1.8M0.00%
OSAIC HOLDINGS, INC.$1.7M0.00%
COMMONWEALTH EQUITY SERVICES, LLC$1.5M0.00%
Sigma Planning Corp$1.4M0.04%
ENVESTNET ASSET MANAGEMENT INC$1.4M0.00%
JANE STREET GROUP, LLC$1.4M0.00%
Legacy Wealth Managment, LLC/ID$1.4M0.71%
DIVERSIFY WEALTH MANAGEMENT, LLC$1.4M0.02%
BlackRock, Inc.$1.4M0.00%
Alpine Global Management, LLC$1.3M0.20%
BI Asset Management Fondsmaeglerselskab A/S$1.3M0.01%
RAYMOND JAMES FINANCIAL INC$1.2M0.00%
SHERMAN PORFOLIOS, LLC$979.0K0.08%
OneDigital Investment Advisors LLC$958.6K0.01%
Cetera Investment Advisers$839.6K0.00%
TWO SIGMA INVESTMENTS, LP$791.4K0.00%
ADAPT WEALTH ADVISORS, LLC$655.0K0.24%
CITADEL ADVISORS LLC$648.1K0.00%
XTX Topco Ltd$636.1K0.01%
Virtus Investment Advisers, LLC$611.6K0.17%
Financial Gravity Asset Management, Inc.$587.1K0.10%
Apollon Wealth Management, LLC$576.2K0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$573.2K0.00%
Janney Montgomery Scott LLC$519.0K0.00%
North Ground Capital$513.0K0.62%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$475.8K0.03%
Jump Financial, LLC$465.1K0.01%
Endowment Wealth Management, Inc.$454.2K0.20%
Campbell & CO Investment Adviser LLC$453.6K0.03%
AMERIPRISE FINANCIAL INC$437.9K0.00%
Apollo Management Holdings, L.P.$432.7K0.01%
AE Wealth Management LLC$386.1K0.00%
BANK OF AMERICA CORP /DE/$382.8K0.00%
MILLENNIUM MANAGEMENT LLC$338.4K0.00%
INDEPENDENT FINANCIAL GROUP, LLC$306.5K0.01%
Cooper Financial Group$305.1K0.03%
Trivium Point Advisory, LLC$287.0K0.05%
Catalyst Funds Management Pty Ltd$283.2K0.05%
Concurrent Investment Advisors, LLC$277.5K0.00%
nVerses Capital, LLC$265.3K0.24%
FOUNDERS FINANCIAL SECURITIES LLC$261.6K0.01%
Y-Intercept (Hong Kong) Ltd$258.6K0.00%
Continuum Advisory, LLC$254.6K0.02%
WEDBUSH SECURITIES INC$247.0K0.01%
DOLIVER ADVISORS, LP$246.2K0.06%
Strategic Blueprint, LLC$245.5K0.01%
Closed-End Fund Advisors, Inc.$235.3K0.24%
ROYAL BANK OF CANADA$230.0K0.00%
Symmetry Partners, LLC$227.2K0.01%
Creative Planning$206.8K0.00%
Founders Financial Alliance, LLC$202.6K0.04%
Koshinski Asset Management, Inc.$201.4K0.01%
Virtu Financial LLC$199.0K0.01%
Brevan Howard Capital Management LP$192.0K0.00%
Dynamic Technology Lab Private Ltd$179.7K0.03%
TT Capital Management LLC$176.7K0.15%
SILVER OAK SECURITIES, INCORPORATED$175.7K0.01%
IHT Wealth Management, LLC$175.6K0.00%
EPG Wealth Management LLC$173.1K0.05%
WINTON GROUP Ltd$172.4K0.01%
A&I FINANCIAL SERVICES, LLC$170.3K0.08%
Avior Wealth Management, LLC$169.7K0.00%
BlueChip Wealth Advisors LLC$168.8K0.07%
Kovack Advisors, Inc.$166.7K0.01%
United Advisor Group, LLC$164.7K0.02%
Cerity Partners LLC$154.0K0.00%
GatePass Capital, LLC$153.9K0.07%
GREAT VALLEY ADVISOR GROUP, INC.$146.6K0.00%
HARBOUR INVESTMENTS, INC.$144.3K0.00%
Golden State Wealth Management, LLC$134.3K0.01%
SWMG, LLC$132.5K0.04%
Focus Partners Wealth$128.3K0.00%
Focus Partners Advisor Solutions, LLC$126.6K0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC$117.6K0.00%
CWM, LLC$116.5K0.00%
Legacy Advisors, LLC$116.3K0.01%
Wealthspire Advisors, LLC$114.1K0.00%
Entropy Technologies, LP$106.4K0.00%
Wealthcare Advisory Partners LLC$106.1K0.00%
HighTower Advisors, LLC$105.4K0.00%
Rydar Equities, Inc.$104.8K0.08%
NFSG Corp$103.2K0.02%
Belpointe Asset Management LLC$103.2K0.00%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$101.5K0.01%
AVISO WEALTH MANAGEMENT$100.1K0.05%
Catalyst Capital Advisors LLC$99.9K0.00%
KINGSWOOD WEALTH ADVISORS, LLC$99.9K0.00%
Innovative Asset Advisors Group, LLC$98.6K0.06%
WELLS FARGO & COMPANY/MN$97.5K0.00%
Engineers Gate Manager LP$96.0K0.00%
Mariner, LLC$94.2K0.00%
Western Wealth Management, LLC$89.4K0.00%
Triumph Capital Management$89.2K0.02%
Integrated Wealth Concepts LLC$88.9K0.00%
Empowered Funds, LLC$86.9K0.00%
Merit Financial Group, LLC$85.7K0.00%
Sowell Financial Services LLC$84.8K0.00%
BridgePort Financial Solutions, LLC$83.7K0.02%
First Heartland Consultants, Inc.$78.0K0.01%
IFP Advisors, Inc$76.3K0.00%
PAX Financial Group, LLC$75.6K0.01%
Capital Asset Managemnet, LLC$74.0K0.08%
Savvy Advisors, Inc.$73.6K0.00%
GOLDMAN SACHS GROUP INC$71.9K0.00%
Gen-Wealth Partners Inc$65.0K0.02%
Geneos Wealth Management Inc.$60.2K0.00%
Essential Investment Partners LLC$57.3K0.05%
Tower Research Capital LLC (TRC)$55.8K0.00%
PRIVATE TRUST CO NA$39.8K0.00%
Farther Finance Advisors, LLC$39.4K0.00%
Joseph Group Capital Management$28.3K0.01%
Spire Wealth Management$26.1K0.00%
PlanVest Financial, Inc$25.4K0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25.1K0.00%
MAI Capital Management$24.4K0.00%
Lodestone Wealth Management LLC$24.1K0.01%
Sunbelt Securities, Inc.$22.7K0.00%
SIGNATUREFD, LLC$22.6K0.00%
Strategic Wealth Partners, Ltd.$21.3K0.00%
Wealth Preservation Advisors, LLC$20.9K0.02%
New England Capital Financial Advisors LLC$19.1K0.01%
Aquatic Capital Management LLC$16.6K0.00%
Tidemark, LLC$14.6K0.00%
NOMURA ASSET MANAGEMENT CO LTD$11.7K0.00%
JPMORGAN CHASE & CO$10.7K0.00%
Steward Partners Investment Advisory, LLC$10.7K0.00%
LGT Financial Advisors LLC$10.5K0.05%
SIMPLEX TRADING, LLC$9.7K0.00%
Rockefeller Capital Management L.P.$9.6K0.00%
SUMMIT SECURITIES GROUP LLC$7.9K0.00%
Aventura Private Wealth, LLC$6.8K0.00%
Wilmington Savings Fund Society, FSB$6.8K0.00%