CION Investment Corporation(CION)

$7.42—

Chart

CION Investment Corporation(CION)

NYSE

$7.42—

Chart Studio

CION(CION)

CION

Overview Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 198 Institutional Holders

Holder	Shares	Date	Change	% Held
Bulldog Investors, LLP	1.54M	Jun 30, 26	--	3.09%
Invesco Ltd.	1.37M	Jun 30, 26	+751.30K	2.75%
MORGAN STANLEY	1.27M	Jun 30, 26	+114.00K	2.54%
VAN ECK ASSOCIATES CORP	1.24M	Jun 30, 26	+268.24K	2.48%
LPL Financial LLC	1.02M	Jun 30, 26	+29.88K	2.05%
UBS Group AG	915.65K	Jun 30, 26	+232.65K	1.84%
Cambridge Investment Research Advisors, Inc.	713.83K	Jun 30, 26	-4.68K	1.43%
Callodine Capital Management, LP	674.14K	Jun 30, 26	+61.75K	1.35%
Berger Financial Group, Inc	404.49K	Jun 30, 26	-2.41K	0.81%
LSV ASSET MANAGEMENT	387.54K	Jun 30, 26	--	0.78%
Arkadios Wealth Advisors	322.36K	Jun 30, 26	-13.06K	0.65%
D. E. Shaw & Co., Inc.	312.71K	Jun 30, 26	-35.93K	0.63%
ADVISOR GROUP HOLDINGS, INC.	291.11K	Jun 30, 26	+40.84K	0.58%
Hennion & Walsh Asset Management, Inc.	290.76K	Jun 30, 26	-26.50K	0.58%
Advisors Asset Management, Inc.	290.20K	Jun 30, 26	-17.75K	0.58%
RENAISSANCE TECHNOLOGIES LLC	248.60K	Jun 30, 26	-23.20K	0.50%
ENVESTNET ASSET MANAGEMENT INC	210.41K	Jun 30, 26	+2.02K	0.42%
COMMONWEALTH EQUITY SERVICES, LLC	207.75K	Jun 30, 26	-10.32K	0.42%
Sigma Planning Corp	200.16K	Jun 30, 26	-11.51K	0.40%
BlackRock, Inc.	195.51K	Jun 30, 26	-4.88K	0.39%
BANK OF AMERICA CORP /DE/	169.92K	Jun 30, 26	+113.95K	0.34%
Kestra Advisory Services, LLC	169.51K	Jun 30, 26	-129.56K	0.34%
Pinkerton Retirement Specialists, LLC	163.03K	Jun 30, 26	-65.60K	0.33%
Alpine Global Management, LLC	155.63K	Jun 30, 26	-38.42K	0.31%
Diversify Advisory Services, LLC	128.02K	Jun 30, 26	+128.02K	0.26%
DIVERSIFY WEALTH MANAGEMENT, LLC	128.02K	Jun 30, 26	-58.50K	0.26%
Legacy Wealth Managment, LLC/ID	121.17K	Jun 30, 26	-86.89K	0.24%
Qube Research & Technologies Ltd	113.97K	Jun 30, 26	-155.76K	0.23%
Virtus Investment Advisers, Inc.	108.06K	Jun 30, 26	+18.65K	0.22%
Cetera Investment Advisers	96.21K	Jun 30, 26	-26.54K	0.19%
ADAPT WEALTH ADVISORS, LLC	92.20K	Jun 30, 26	-3.57K	0.19%
Apollon Wealth Management, LLC	87.04K	Jun 30, 26	+2.81K	0.17%
Financial Gravity Companies, Inc.	78.83K	Jun 30, 26	+78.83K	0.16%
Janney Montgomery Scott LLC	76.92K	Jun 30, 26	+1.11K	0.15%
RMB Capital Management, LLC	75.45K	Jun 30, 26	+75.45K	0.15%
AMERIPRISE FINANCIAL INC	70.56K	Jun 30, 26	+6.55K	0.14%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	70.09K	Jun 30, 26	--	0.14%
ROYAL BANK OF CANADA	68.99K	Jun 30, 26	+35.35K	0.14%
Endowment Wealth Management, Inc.	68.50K	Jun 30, 26	+2.10K	0.14%
Apollo Management Holdings, L.P.	63.26K	Jun 30, 26	+1	0.13%
Private Advisor Group, LLC	62.82K	Jun 30, 26	-797.79K	0.13%
INDEPENDENT FINANCIAL GROUP, LLC	62.63K	Jun 30, 26	+17.82K	0.13%
TWO SIGMA INVESTMENTS, LP	61.46K	Jun 30, 26	-54.23K	0.12%
AE Wealth Management LLC	57.84K	Jun 30, 26	+1.39K	0.12%
Campbell & CO Investment Adviser LLC	53.88K	Jun 30, 26	-12.43K	0.11%
BI Asset Management Fondsmaeglerselskab A/S	38.56K	Jun 30, 26	-145.46K	0.08%
Engineers Gate Manager LP	37.94K	Jun 30, 26	+23.90K	0.08%
WEDBUSH SECURITIES INC	37.48K	Jun 30, 26	+1.30K	0.08%
Continuum Advisory, LLC	37.23K	Jun 30, 26	--	0.07%
FOUNDERS FINANCIAL SECURITIES LLC	36.90K	Jun 30, 26	--	0.07%
Strategic Blueprint, LLC	34.18K	Jun 30, 26	-1.72K	0.07%
Symmetry Partners, LLC	33.21K	Jun 30, 26	--	0.07%
Concurrent Investment Advisors, LLC	30.84K	Jun 30, 26	-9.73K	0.06%
Creative Planning	30.68K	Jun 30, 26	+442	0.06%
RAYMOND JAMES FINANCIAL INC	30.33K	Jun 30, 26	-145.76K	0.06%
Koshinski Asset Management, Inc.	29.44K	Jun 30, 26	--	0.06%
Founders Financial Alliance, LLC	28.91K	Jun 30, 26	-700	0.06%
Paradigm Financial Partners, LLC	28.17K	Jun 30, 26	-13.79K	0.06%
Kovack Advisors, Inc.	25.67K	Jun 30, 26	+1.07K	0.05%
TT Capital Management LLC	25.31K	Jun 30, 26	-520	0.05%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	24.81K	Jun 30, 26	--	0.05%
WINTON GROUP Ltd	24.30K	Jun 30, 26	-906	0.05%
United Advisor Group, LLC	24.09K	Jun 30, 26	--	0.05%
IHT Wealth Management, LLC	23.24K	Jun 30, 26	-2.42K	0.05%
OXFORD ASSET MANAGEMENT LLP	22.68K	Jun 30, 26	+22.68K	0.05%
GREAT VALLEY ADVISOR GROUP, INC.	22.30K	Jun 30, 26	+865	0.04%
Cerity Partners LLC	21.86K	Jun 30, 26	-646	0.04%
DOLIVER ADVISORS, LP	21.60K	Jun 30, 26	-14.40K	0.04%
SILVER OAK SECURITIES, INCORPORATED	20.97K	Jun 30, 26	-4.71K	0.04%
BlueChip Wealth Advisors LLC	20.59K	Jun 30, 26	-4.08K	0.04%
Squarepoint Ops LLC	20.59K	Jun 30, 26	+20.59K	0.04%
HARBOUR INVESTMENTS, INC.	20.06K	Jun 30, 26	-1.04K	0.04%
Golden State Wealth Management, LLC	20.05K	Jun 30, 26	+407	0.04%
AI Financial Services LLC	19.51K	Jun 30, 26	-5.39K	0.04%
SWMG, LLC	19.37K	Jun 30, 26	--	0.04%
Buckingham Strategic Partners	19.23K	Jun 30, 26	+715	0.04%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	18.92K	Jun 30, 26	+4.08K	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.35K	Jun 30, 26	+154	0.03%
Legacy Advisors, LLC	17.00K	Jun 30, 26	--	0.03%
Wealthspire Advisors, LLC	16.69K	Jun 30, 26	--	0.03%
Entropy Technologies, LP	14.72K	Jun 30, 26	-835	0.03%
Catalyst Capital Advisors LLC	14.60K	Jun 30, 26	--	0.03%
SMH CAPITAL ADVISORS INC	14.60K	Jun 30, 26	--	0.03%
KINGSWOOD WEALTH ADVISORS, LLC	14.47K	Jun 30, 26	-133	0.03%
Global Retirement Partners, LLC	14.00K	Jun 30, 26	+14.00K	0.03%
StoneX Group Inc.	13.31K	Jun 30, 26	+13.31K	0.03%
Belpointe Asset Management LLC	13.23K	Jun 30, 26	-1.86K	0.03%
Mariner, LLC	13.12K	Jun 30, 26	-663	0.03%
Western Wealth Management, LLC	13.07K	Jun 30, 26	--	0.03%
Merit Financial Group, LLC	12.63K	Jun 30, 26	+100	0.03%
Triumph Capital Management	12.63K	Jun 30, 26	-415	0.03%
Integrated Wealth Concepts LLC	12.43K	Jun 30, 26	-563	0.02%
BridgePort Financial Solutions, LLC	12.23K	Jun 30, 26	--	0.02%
Colony Group, LLC	12.15K	Jun 30, 26	-6.61K	0.02%
AVISO WEALTH MANAGEMENT	12.08K	Jun 30, 26	-2.55K	0.02%
Resources Investment Advisors, LLC.	11.73K	Jun 30, 26	-128.41K	0.02%
First Heartland Consultants, Inc.	11.65K	Jun 30, 26	+254	0.02%
Geneos Wealth Management Inc.	11.39K	Jun 30, 26	+2.59K	0.02%
IFP Advisors, Inc	11.27K	Jun 30, 26	+115	0.02%
PAX Financial Group, LLC	11.05K	Jun 30, 26	--	0.02%
Savvy Advisors, Inc.	10.88K	Jun 30, 26	+112	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	10.86K	Jun 30, 26	-21.94K	0.02%
Empowered Funds, LLC	10.78K	Jun 30, 26	-1.93K	0.02%
SUMMIT WEALTH GROUP LLC / CO	10.54K	Jun 30, 26	+10.54K	0.02%
RFG Advisory, LLC	10.23K	Jun 30, 26	+10.23K	0.02%
HighTower Advisors, LLC	10.20K	Jun 30, 26	-5.22K	0.02%
BXM Wealth LLC	10.19K	Jun 30, 26	+10.19K	0.02%
Gen-Wealth Partners Inc	9.50K	Jun 30, 26	--	0.02%
Farther Finance Advisors, LLC	5.83K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	5.82K	Jun 30, 26	--	0.01%
BNP PARIBAS ARBITRAGE, SNC	5.50K	Jun 30, 26	+3.60K	0.01%
Newbridge Financial Services Group, Inc.	4.70K	Jun 30, 26	-10.40K	0.01%
WELLS FARGO & COMPANY/MN	4.25K	Jun 30, 26	-10.00K	0.01%
Joseph Group Capital Management	4.13K	Jun 30, 26	--	0.01%
Spire Wealth Management	3.82K	Jun 30, 26	--	0.01%
Lodestone Wealth Management LLC	3.69K	Jun 30, 26	+159	0.01%
SIGNATUREFD, LLC	3.31K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	3.14K	Jun 30, 26	+3.14K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.13K	Jun 30, 26	-533	0.01%
New England Capital Financial Advisors LLC	2.92K	Jun 30, 26	+126	0.01%
Russell Investments Group, Ltd.	2.64K	Jun 30, 26	+2.64K	0.01%
UMB Bank, n.a.	2.59K	Jun 30, 26	+2.59K	0.01%
Tower Research Capital LLC (TRC)	2.40K	Jun 30, 26	-5.75K	0.00%
Tidemark, LLC	2.13K	Jun 30, 26	--	0.00%
IFG Advisory, LLC	2.04K	Jun 30, 26	+2.04K	0.00%
SIMPLEX TRADING, LLC	1.60K	Jun 30, 26	+175	0.00%
NOMURA ASSET MANAGEMENT CO LTD	1.60K	Jun 30, 26	-111	0.00%
JPMORGAN CHASE & CO	1.58K	Jun 30, 26	--	0.00%
LGT Financial Advisors LLC	1.54K	Jun 30, 26	--	0.00%
Kozak & Associates, Inc.	687	Jun 30, 26	+29	0.00%
Main Street Group, LTD	465	Jun 30, 26	--	0.00%
RICHARDSON FINANCIAL SERVICES INC.	399	Jun 30, 26	--	0.00%
Caitong International Asset Management Co., Ltd	60	Jun 30, 26	+16	0.00%
Catalyst Funds Management Pty Ltd	--	Jun 30, 26	-41.41K	--
nVerses Capital, LLC	--	Jun 30, 26	-38.78K	--
Wealth Preservation Advisors, LLC	--	Jun 30, 26	-3.06K	--
Jump Financial, LLC	--	Jun 30, 26	-68.00K	--
Y-Intercept (Hong Kong) Ltd	--	Jun 30, 26	-37.81K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-78.45K	--
CLEAR STREET MARKETS LLC	--	Jun 30, 26	-1.15K	--
Sowell Financial Services LLC	--	Jun 30, 26	-12.39K	--
Steward Partners Investment Advisory, LLC	--	Jun 30, 26	-1.56K	--
Virtu Financial LLC	--	Jun 30, 26	-29.07K	--
Allworth Financial LP	--	Jun 30, 26	-5	--
Sound Income Strategies, LLC	--	Jun 30, 26	-404	--
Cooper Financial Group	--	Jun 30, 26	-44.61K	--
MILLENNIUM MANAGEMENT LLC	--	Jun 30, 26	-49.47K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-208.27K	--
Osbon Capital Management LLC	--	Jun 30, 26	-226	--
Brevan Howard Capital Management LP	--	Jun 30, 26	-28.07K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-10.51K	--
Aquatic Capital Management LLC	--	Jun 30, 26	-2.43K	--
BRYN MAWR TRUST Co	--	Jun 30, 26	-1.00K	--
Rockefeller Capital Management L.P.	--	Jun 30, 26	-1.40K	--
MAI Capital Management	--	Jun 30, 26	-3.56K	--
EPG Wealth Management LLC	--	Jun 30, 26	-25.31K	--
Strategic Wealth Partners, Ltd.	--	Jun 30, 26	-3.11K	--
Wealthcare Advisory Partners LLC	--	Jun 30, 26	-15.52K	--
North Ground Capital	--	Jun 30, 26	-75.00K	--
Dynamic Technology Lab Private Ltd	--	Jun 30, 26	-26.28K	--
XTX Topco Ltd	--	Jun 30, 26	-93.00K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-107	--
Financial Gravity Asset Management, Inc.	85.83K	Mar 31, 26	+61.78K	0.17%
CWM, LLC	17.03K	Mar 31, 26	+8.90K	0.03%
Empowered Funds, LLC	12.71K	Mar 31, 26	+12.71K	0.03%
Sunbelt Securities, Inc.	3.31K	Mar 31, 26	+1.31K	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	--	Mar 31, 26	-11.48K	--
TWO SIGMA ADVISERS, LP	198.20K	Dec 31, 25	-134.40K	0.40%
GPS Wealth Strategies Group, LLC	6.72K	Dec 31, 25	-7.21K	0.01%
CIBC Private Wealth Group, LLC	2.00K	Dec 31, 25	--	0.00%
COMERICA BANK	--	Dec 31, 25	-2.32K	--
EWG Elevate Inc.	25.47K	Sep 30, 25	--	0.05%
Gitterman Wealth Management, LLC	--	Sep 30, 25	-7.30K	--
AVANTAX ADVISORY SERVICES, INC.	35.75K	Jun 30, 25	+9.60K	0.07%
Legacy Investment Solutions, LLC	7.71K	Jun 30, 25	+7.71K	0.02%
First Horizon Advisors, Inc.	153	Jun 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-29.75K	--
Orion Portfolio Solutions, LLC	22.74K	Mar 31, 25	-3.64K	0.05%
RE Dickinson Investment Advisors, LLC	538	Dec 31, 24	+538	0.00%
Kowal Investment Group, LLC	12.36K	Sep 30, 24	-1.58K	0.02%
RAYMOND JAMES & ASSOCIATES	10.91K	Sep 30, 24	+10.91K	0.02%
BlackRock Inc.	124.34K	Jun 30, 24	-1.06K	0.25%
Cetera Advisor Networks LLC	385.07K	Mar 31, 24	+8.80K	0.77%
FirstPurpose Wealth LLC	184.60K	Mar 31, 24	-4.96K	0.37%
Cetera Advisors LLC	139.06K	Mar 31, 24	+22.76K	0.28%
PUTNAM INVESTMENTS LLC	65.17K	Dec 31, 23	+32.43K	0.13%
DFPG INVESTMENTS, LLC	21.47K	Dec 31, 23	--	0.04%
Point72 Middle East FZE	489	Dec 31, 23	+489	0.00%
MADISON WEALTH MANAGEMENT	26.07K	Sep 30, 23	+6.77K	0.05%
Ergoteles LLC	--	Sep 30, 23	-28.89K	--
Kalos Management, Inc.	--	Jun 30, 23	-9.47K	--
Jenkins Wealth	20.73K	Dec 31, 22	+20.73K	0.04%
Foresight Wealth Management, LLC	17.20K	Dec 31, 22	-35.96K	0.03%
TRUSTCORE FINANCIAL SERVICES, LLC	3.03K	Dec 31, 22	--	0.01%
ACG Wealth	103.06K	Sep 30, 22	+26.65K	0.21%
American Portfolios Advisors	46.50K	Sep 30, 22	+17.24K	0.09%
Jefferies Group LLC	17.48K	Sep 30, 22	+17.48K	0.04%
Lenox Wealth Advisors, LLC	2.76K	Mar 31, 22	+1.38K	0.01%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

Bulldog Investors, LLP

1.54M

Jun 30, 26

3.09%

Invesco Ltd.

1.37M

Jun 30, 26

+751.30K

2.75%

MORGAN STANLEY

1.27M

Jun 30, 26

+114.00K

2.54%

VAN ECK ASSOCIATES CORP

1.24M

Jun 30, 26

+268.24K

2.48%

LPL Financial LLC

1.02M

Jun 30, 26

+29.88K

2.05%

UBS Group AG

915.65K

Jun 30, 26

+232.65K

1.84%

Cambridge Investment Research Advisors, Inc.

713.83K

Jun 30, 26

-4.68K

1.43%

Callodine Capital Management, LP

674.14K

Jun 30, 26

+61.75K

1.35%

Berger Financial Group, Inc

404.49K

Jun 30, 26

-2.41K

0.81%

LSV ASSET MANAGEMENT

387.54K

Jun 30, 26

0.78%

Arkadios Wealth Advisors

322.36K

Jun 30, 26

-13.06K

0.65%

D. E. Shaw & Co., Inc.

312.71K

Jun 30, 26

-35.93K

0.63%

ADVISOR GROUP HOLDINGS, INC.

291.11K

Jun 30, 26

+40.84K

0.58%

Hennion & Walsh Asset Management, Inc.

290.76K

Jun 30, 26

-26.50K

0.58%

Advisors Asset Management, Inc.

290.20K

Jun 30, 26

-17.75K

0.58%

RENAISSANCE TECHNOLOGIES LLC

248.60K

Jun 30, 26

-23.20K

0.50%

ENVESTNET ASSET MANAGEMENT INC

210.41K

Jun 30, 26

+2.02K

0.42%

COMMONWEALTH EQUITY SERVICES, LLC

207.75K

Jun 30, 26

-10.32K

0.42%

Sigma Planning Corp

200.16K

Jun 30, 26

-11.51K

0.40%

BlackRock, Inc.

195.51K

Jun 30, 26

-4.88K

0.39%

BANK OF AMERICA CORP /DE/

169.92K

Jun 30, 26

+113.95K

0.34%

Kestra Advisory Services, LLC

169.51K

Jun 30, 26

-129.56K

0.34%

Pinkerton Retirement Specialists, LLC

163.03K

Jun 30, 26

-65.60K

0.33%

Alpine Global Management, LLC

155.63K

Jun 30, 26

-38.42K

0.31%

Diversify Advisory Services, LLC

128.02K

Jun 30, 26

+128.02K

0.26%

DIVERSIFY WEALTH MANAGEMENT, LLC

128.02K

Jun 30, 26

-58.50K

0.26%

Legacy Wealth Managment, LLC/ID

121.17K

Jun 30, 26

-86.89K

0.24%

Qube Research & Technologies Ltd

113.97K

Jun 30, 26

-155.76K

0.23%

Virtus Investment Advisers, Inc.

108.06K

Jun 30, 26

+18.65K

0.22%

Cetera Investment Advisers

96.21K

Jun 30, 26

-26.54K

0.19%

ADAPT WEALTH ADVISORS, LLC

92.20K

Jun 30, 26

-3.57K

0.19%

Apollon Wealth Management, LLC

87.04K

Jun 30, 26

+2.81K

0.17%

Financial Gravity Companies, Inc.

78.83K

Jun 30, 26

+78.83K

0.16%

Janney Montgomery Scott LLC

76.92K

Jun 30, 26

+1.11K

0.15%

RMB Capital Management, LLC

75.45K

Jun 30, 26

+75.45K

0.15%

AMERIPRISE FINANCIAL INC

70.56K

Jun 30, 26

+6.55K

0.14%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

70.09K

Jun 30, 26

0.14%

ROYAL BANK OF CANADA

68.99K

Jun 30, 26

+35.35K

0.14%

Endowment Wealth Management, Inc.

68.50K

Jun 30, 26

+2.10K

0.14%

Apollo Management Holdings, L.P.

63.26K

Jun 30, 26

0.13%

Private Advisor Group, LLC

62.82K

Jun 30, 26

-797.79K

0.13%

INDEPENDENT FINANCIAL GROUP, LLC

62.63K

Jun 30, 26

+17.82K

0.13%

TWO SIGMA INVESTMENTS, LP

61.46K

Jun 30, 26

-54.23K

0.12%

AE Wealth Management LLC

57.84K

Jun 30, 26

+1.39K

0.12%

Campbell & CO Investment Adviser LLC

53.88K

Jun 30, 26

-12.43K

0.11%

BI Asset Management Fondsmaeglerselskab A/S

38.56K

Jun 30, 26

-145.46K

0.08%

Engineers Gate Manager LP

37.94K

Jun 30, 26

+23.90K

0.08%

WEDBUSH SECURITIES INC

37.48K

Jun 30, 26

+1.30K

0.08%

Continuum Advisory, LLC

37.23K

Jun 30, 26

0.07%

FOUNDERS FINANCIAL SECURITIES LLC

36.90K

Jun 30, 26

0.07%

Strategic Blueprint, LLC

34.18K

Jun 30, 26

-1.72K

0.07%

Symmetry Partners, LLC

33.21K

Jun 30, 26

0.07%

Concurrent Investment Advisors, LLC

30.84K

Jun 30, 26

-9.73K

0.06%

Creative Planning

30.68K

Jun 30, 26

+442

0.06%

RAYMOND JAMES FINANCIAL INC

30.33K

Jun 30, 26

-145.76K

0.06%

Koshinski Asset Management, Inc.

29.44K

Jun 30, 26

0.06%

Founders Financial Alliance, LLC

28.91K

Jun 30, 26

-700

0.06%

Paradigm Financial Partners, LLC

28.17K

Jun 30, 26

-13.79K

0.06%

Kovack Advisors, Inc.

25.67K

Jun 30, 26

+1.07K

0.05%

TT Capital Management LLC

25.31K

Jun 30, 26

-520

0.05%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

24.81K

Jun 30, 26

0.05%

WINTON GROUP Ltd

24.30K

Jun 30, 26

-906

0.05%

United Advisor Group, LLC

24.09K

Jun 30, 26

0.05%

IHT Wealth Management, LLC

23.24K

Jun 30, 26

-2.42K

0.05%

OXFORD ASSET MANAGEMENT LLP

22.68K

Jun 30, 26

+22.68K

0.05%

GREAT VALLEY ADVISOR GROUP, INC.

22.30K

Jun 30, 26

+865

0.04%

Cerity Partners LLC

21.86K

Jun 30, 26

-646

0.04%

DOLIVER ADVISORS, LP

21.60K

Jun 30, 26

-14.40K

0.04%

SILVER OAK SECURITIES, INCORPORATED

20.97K

Jun 30, 26

-4.71K

0.04%

BlueChip Wealth Advisors LLC

20.59K

Jun 30, 26

-4.08K

0.04%

Squarepoint Ops LLC

20.59K

Jun 30, 26

+20.59K

0.04%

HARBOUR INVESTMENTS, INC.

20.06K

Jun 30, 26

-1.04K

0.04%

Golden State Wealth Management, LLC

20.05K

Jun 30, 26

+407

0.04%

AI Financial Services LLC

19.51K

Jun 30, 26

-5.39K

0.04%

SWMG, LLC

19.37K

Jun 30, 26

0.04%

Buckingham Strategic Partners

19.23K

Jun 30, 26

+715

0.04%

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

18.92K

Jun 30, 26

+4.08K

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.35K

Jun 30, 26

+154

0.03%

Legacy Advisors, LLC

17.00K

Jun 30, 26

0.03%

Wealthspire Advisors, LLC

16.69K

Jun 30, 26

0.03%

Entropy Technologies, LP

14.72K

Jun 30, 26

-835

0.03%

Catalyst Capital Advisors LLC

14.60K

Jun 30, 26

0.03%

SMH CAPITAL ADVISORS INC

14.60K

Jun 30, 26

0.03%

KINGSWOOD WEALTH ADVISORS, LLC

14.47K

Jun 30, 26

-133

0.03%

Global Retirement Partners, LLC

14.00K

Jun 30, 26

+14.00K

0.03%

StoneX Group Inc.

13.31K

Jun 30, 26

+13.31K

0.03%

Belpointe Asset Management LLC

13.23K

Jun 30, 26

-1.86K

0.03%

Mariner, LLC

13.12K

Jun 30, 26

-663

0.03%

Western Wealth Management, LLC

13.07K

Jun 30, 26

0.03%

Merit Financial Group, LLC

12.63K

Jun 30, 26

+100

0.03%

Triumph Capital Management

12.63K

Jun 30, 26

-415

0.03%

Integrated Wealth Concepts LLC

12.43K

Jun 30, 26

-563

0.02%

BridgePort Financial Solutions, LLC

12.23K

Jun 30, 26

0.02%

Colony Group, LLC

12.15K

Jun 30, 26

-6.61K

0.02%

AVISO WEALTH MANAGEMENT

12.08K

Jun 30, 26

-2.55K

0.02%

Resources Investment Advisors, LLC.

11.73K

Jun 30, 26

-128.41K

0.02%

First Heartland Consultants, Inc.

11.65K

Jun 30, 26

+254

0.02%

Geneos Wealth Management Inc.

11.39K

Jun 30, 26

+2.59K

0.02%

IFP Advisors, Inc

11.27K

Jun 30, 26

+115

0.02%

PAX Financial Group, LLC

11.05K

Jun 30, 26

0.02%

Savvy Advisors, Inc.

10.88K

Jun 30, 26

+112

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

10.86K

Jun 30, 26

-21.94K

0.02%

Empowered Funds, LLC

10.78K

Jun 30, 26

-1.93K

0.02%

SUMMIT WEALTH GROUP LLC / CO

10.54K

Jun 30, 26

+10.54K

0.02%

RFG Advisory, LLC

10.23K

Jun 30, 26

+10.23K

0.02%

HighTower Advisors, LLC

10.20K

Jun 30, 26

-5.22K

0.02%

BXM Wealth LLC

10.19K

Jun 30, 26

+10.19K

0.02%

Gen-Wealth Partners Inc

9.50K

Jun 30, 26

0.02%

Farther Finance Advisors, LLC

5.83K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

5.82K

Jun 30, 26

0.01%

BNP PARIBAS ARBITRAGE, SNC

5.50K

Jun 30, 26

+3.60K

0.01%

Newbridge Financial Services Group, Inc.

4.70K

Jun 30, 26

-10.40K

0.01%

WELLS FARGO & COMPANY/MN

4.25K

Jun 30, 26

-10.00K

0.01%

Joseph Group Capital Management

4.13K

Jun 30, 26

0.01%

Spire Wealth Management

3.82K

Jun 30, 26

0.01%

Lodestone Wealth Management LLC

3.69K

Jun 30, 26

+159

0.01%

SIGNATUREFD, LLC

3.31K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

3.14K

Jun 30, 26

+3.14K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.13K

Jun 30, 26

-533

0.01%

New England Capital Financial Advisors LLC

2.92K

Jun 30, 26

+126

0.01%

Russell Investments Group, Ltd.

2.64K

Jun 30, 26

+2.64K

0.01%

UMB Bank, n.a.

2.59K

Jun 30, 26

+2.59K

0.01%

Tower Research Capital LLC (TRC)

2.40K

Jun 30, 26

-5.75K

0.00%

Tidemark, LLC

2.13K

Jun 30, 26

0.00%

IFG Advisory, LLC

2.04K

Jun 30, 26

+2.04K

0.00%

SIMPLEX TRADING, LLC

1.60K

Jun 30, 26

+175

0.00%

NOMURA ASSET MANAGEMENT CO LTD

1.60K

Jun 30, 26

-111

0.00%

JPMORGAN CHASE & CO

1.58K

Jun 30, 26

0.00%

LGT Financial Advisors LLC

1.54K

Jun 30, 26

0.00%

Kozak & Associates, Inc.

687

Jun 30, 26

+29

0.00%

Main Street Group, LTD

465

Jun 30, 26

0.00%

RICHARDSON FINANCIAL SERVICES INC.

399

Jun 30, 26

0.00%

Caitong International Asset Management Co., Ltd

Jun 30, 26

+16

0.00%

Catalyst Funds Management Pty Ltd

Jun 30, 26

-41.41K

nVerses Capital, LLC

Jun 30, 26

-38.78K

Wealth Preservation Advisors, LLC

Jun 30, 26

-3.06K

Jump Financial, LLC

Jun 30, 26

-68.00K

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-37.81K

CITADEL ADVISORS LLC

Jun 30, 26

-78.45K

CLEAR STREET MARKETS LLC

Jun 30, 26

-1.15K

Sowell Financial Services LLC

Jun 30, 26

-12.39K

Steward Partners Investment Advisory, LLC

Jun 30, 26

-1.56K

Virtu Financial LLC

Jun 30, 26

-29.07K

Allworth Financial LP

Jun 30, 26

-5

Sound Income Strategies, LLC

Jun 30, 26

-404

Cooper Financial Group

Jun 30, 26

-44.61K

MILLENNIUM MANAGEMENT LLC

Jun 30, 26

-49.47K

JANE STREET GROUP, LLC

Jun 30, 26

-208.27K

Osbon Capital Management LLC

Jun 30, 26

-226

Brevan Howard Capital Management LP

Jun 30, 26

-28.07K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-10.51K

Aquatic Capital Management LLC

Jun 30, 26

-2.43K

BRYN MAWR TRUST Co

Jun 30, 26

-1.00K

Rockefeller Capital Management L.P.

Jun 30, 26

-1.40K

MAI Capital Management

Jun 30, 26

-3.56K

EPG Wealth Management LLC

Jun 30, 26

-25.31K

Strategic Wealth Partners, Ltd.

Jun 30, 26

-3.11K

Wealthcare Advisory Partners LLC

Jun 30, 26

-15.52K

North Ground Capital

Jun 30, 26

-75.00K

Dynamic Technology Lab Private Ltd

Jun 30, 26

-26.28K

XTX Topco Ltd

Jun 30, 26

-93.00K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-107

Financial Gravity Asset Management, Inc.

85.83K

Mar 31, 26

+61.78K

0.17%

CWM, LLC

17.03K

Mar 31, 26

+8.90K

0.03%

Empowered Funds, LLC

12.71K

Mar 31, 26

+12.71K

0.03%

Sunbelt Securities, Inc.

3.31K

Mar 31, 26

+1.31K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

Mar 31, 26

-11.48K

TWO SIGMA ADVISERS, LP

198.20K

Dec 31, 25

-134.40K

0.40%

GPS Wealth Strategies Group, LLC

6.72K

Dec 31, 25

-7.21K

0.01%

CIBC Private Wealth Group, LLC

2.00K

Dec 31, 25

0.00%

COMERICA BANK

Dec 31, 25

-2.32K

EWG Elevate Inc.

25.47K

Sep 30, 25

0.05%

Gitterman Wealth Management, LLC

Sep 30, 25

-7.30K

AVANTAX ADVISORY SERVICES, INC.

35.75K

Jun 30, 25

+9.60K

0.07%

Legacy Investment Solutions, LLC

7.71K

Jun 30, 25

+7.71K

0.02%

First Horizon Advisors, Inc.

153

Jun 30, 25

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-29.75K

Orion Portfolio Solutions, LLC

22.74K

Mar 31, 25

-3.64K

0.05%

RE Dickinson Investment Advisors, LLC

538

Dec 31, 24

+538

0.00%

Kowal Investment Group, LLC

12.36K

Sep 30, 24

-1.58K

0.02%

RAYMOND JAMES & ASSOCIATES

10.91K

Sep 30, 24

+10.91K

0.02%

BlackRock Inc.

124.34K

Jun 30, 24

-1.06K

0.25%

Cetera Advisor Networks LLC

385.07K

Mar 31, 24

+8.80K

0.77%

FirstPurpose Wealth LLC

184.60K

Mar 31, 24

-4.96K

0.37%

Cetera Advisors LLC

139.06K

Mar 31, 24

+22.76K

0.28%

PUTNAM INVESTMENTS LLC

65.17K

Dec 31, 23

+32.43K

0.13%

DFPG INVESTMENTS, LLC

21.47K

Dec 31, 23

0.04%

Point72 Middle East FZE

489

Dec 31, 23

+489

0.00%

MADISON WEALTH MANAGEMENT

26.07K

Sep 30, 23

+6.77K

0.05%

Ergoteles LLC

Sep 30, 23

-28.89K

Kalos Management, Inc.

Jun 30, 23

-9.47K

Jenkins Wealth

20.73K

Dec 31, 22

+20.73K

0.04%

Foresight Wealth Management, LLC

17.20K

Dec 31, 22

-35.96K

0.03%

TRUSTCORE FINANCIAL SERVICES, LLC

3.03K

Dec 31, 22

0.01%

ACG Wealth

103.06K

Sep 30, 22

+26.65K

0.21%

American Portfolios Advisors

46.50K

Sep 30, 22

+17.24K

0.09%

Jefferies Group LLC

17.48K

Sep 30, 22

+17.48K

0.04%

Lenox Wealth Advisors, LLC

2.76K

Mar 31, 22

+1.38K

0.01%