5 institutions reported holding $2.0M of CION INVT CORP (CION) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($1.8M), Avior Wealth Management, LLC ($154,541), First Heartland Consultants, Inc. ($72,597), Kozak & Associates, Inc. ($4,473), Cooper Financial Group ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $1.8M | 290,756 | Trimmed |
| 2 | Avior Wealth Management, LLC | $154,541 | 24,806 | Hold |
| 3 | First Heartland Consultants, Inc. | $72,597 | 11,653 | Added |
| 4 | Kozak & Associates, Inc. | $4,473 | 687 | Added |
| 5 | Cooper Financial Group | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30