CION — Institutional owners (13F)

147 filers · $95.0M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Bulldog Investors, LLP $9,582,182 1,538,071 10.09% Shares
Invesco Ltd. $8,527,157 1,368,725 8.98% Shares
MORGAN STANLEY $7,893,104 1,266,950 8.31% Shares
VAN ECK ASSOCIATES CORP $7,702,753 1,236,397 8.11% Shares
LPL Financial LLC $6,348,551 1,019,029 6.68% Shares
UBS Group AG $5,704,519 915,653 6.01% Shares
Callodine Capital Management, LP $4,199,880 674,138 4.42% Shares
Advisors Asset Management, Inc. $2,827,479 292,397 2.98% Shares
Berger Financial Group, Inc $2,519,992 404,493 2.65% Shares
Arkadios Wealth Advisors $2,008,302 322,360 2.11% Shares
D. E. Shaw & Co., Inc. $1,948,165 312,707 2.05% Shares
TWO SIGMA ADVISERS, LP $1,916,594 198,200 2.02% Shares
OSAIC HOLDINGS, INC. $1,813,602 291,108 1.91% Shares
RENAISSANCE TECHNOLOGIES LLC $1,548,778 248,600 1.63% Shares
ENVESTNET ASSET MANAGEMENT INC $1,310,856 210,410 1.38% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,294,270 207,748 1.36% Shares
Sigma Planning Corp $1,246,978 200,157 1.31% Shares
BlackRock, Inc. $1,218,058 195,515 1.28% Shares
PINKERTON WEALTH, LLC $1,115,158 163,035 1.17% Shares
BANK OF AMERICA CORP /DE/ $1,058,577 169,916 1.11% Shares
Kestra Advisory Services, LLC $1,056,081 169,515 1.11% Shares
True Freedom Investing, LLC $978,953 143,122 1.03% Shares
Alpine Global Management, LLC $969,606 155,635 1.02% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $768,290 128,023 0.81% Shares
Diversify Advisory Services, LLC $768,290 128,023 0.81% Shares
Legacy Wealth Managment, LLC/ID $754,883 121,169 0.79% Shares
Qube Research & Technologies Ltd $710,014 113,967 0.75% Shares
Virtus Investment Advisers, LLC $673,220 108,061 0.71% Shares
Cetera Investment Advisers $599,367 96,207 0.63% Shares
Financial Gravity Wealth, Inc. $587,105 85,834 0.62% Shares
ADAPT WEALTH ADVISORS, LLC $574,387 92,197 0.60% Shares
Apollon Wealth Management, LLC $542,278 87,043 0.57% Shares
Financial Gravity Companies, Inc. $491,127 78,833 0.52% Shares
Curi Capital, LLC $470,066 75,452 0.49% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $451,308 70,091 0.48% Shares
AMERIPRISE FINANCIAL INC $439,608 70,563 0.46% Shares
ROYAL BANK OF CANADA $430,000 68,994 0.45% Shares
Endowment Wealth Management, Inc. $426,776 68,503 0.45% Shares
Apollo Management Holdings, L.P. $394,125 63,263 0.41% Shares
Private Advisor Group, LLC $391,389 62,823 0.41% Shares
INDEPENDENT FINANCIAL GROUP, LLC $390,169 62,627 0.41% Shares
TWO SIGMA INVESTMENTS, LP $382,902 61,461 0.40% Shares
AE Wealth Management LLC $360,337 57,839 0.38% Shares
H D Vest Advisory Services $342,141 35,751 0.36% Shares
Campbell & CO Investment Adviser LLC $335,691 53,883 0.35% Shares
EWG Elevate Inc. $241,494 25,474 0.25% Shares
Engineers Gate Manager LP $236,335 37,935 0.25% Shares
Orion Portfolio Solutions, LLC $235,338 22,738 0.25% Shares
Continuum Advisory, LLC $231,937 37,229 0.24% Shares
FOUNDERS FINANCIAL SECURITIES LLC $229,912 36,904 0.24% Shares
Closed-End Fund Advisors, Inc. $214,499 34,430 0.23% Shares
Strategic Blueprint, LLC $212,925 34,177 0.22% Shares
Symmetry Partners, LLC $206,923 33,214 0.22% Shares
Concurrent Investment Advisors, LLC $192,146 30,842 0.20% Shares
Creative Planning $191,128 30,679 0.20% Shares
RAYMOND JAMES FINANCIAL INC $188,937 30,327 0.20% Shares
Koshinski Asset Management, Inc. $183,411 29,440 0.19% Shares
Founders Financial Alliance, LLC $180,126 28,913 0.19% Shares
Trivium Point Advisory, LLC $175,480 28,167 0.18% Shares
Kovack Advisors, Inc. $166,309 25,671 0.18% Shares
TT Capital Management LLC $157,696 25,312 0.17% Shares
Avior Wealth Management, LLC $154,541 24,806 0.16% Shares
WINTON GROUP Ltd $151,389 24,300 0.16% Shares
United Advisor Group, LLC $150,050 24,085 0.16% Shares
IHT Wealth Management, LLC $144,797 23,242 0.15% Shares
OXFORD ASSET MANAGEMENT LLP $141,271 22,676 0.15% Shares
GatePass Capital, LLC $140,175 22,500 0.15% Shares
GREAT VALLEY ADVISOR GROUP, INC. $138,772 22,299 0.15% Shares
Cerity Partners LLC $136,213 21,864 0.14% Shares
DOLIVER ADVISORS, LP $133,380 19,000 0.14% Shares
SILVER OAK SECURITIES, INCORPORATED $130,660 20,973 0.14% Shares
BlueChip Wealth Advisors LLC $128,303 20,594 0.14% Shares
Squarepoint Ops LLC $128,276 20,590 0.14% Shares
HARBOUR INVESTMENTS, INC. $124,987 20,062 0.13% Shares
Golden State Wealth Management, LLC $124,882 20,045 0.13% Shares
SWMG, LLC $124,384 19,374 0.13% Shares
A&I FINANCIAL SERVICES, LLC $121,547 19,510 0.13% Shares
Focus Partners Advisor Solutions, LLC $119,801 19,229 0.13% Shares
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $117,872 18,920 0.12% Shares
CWM, LLC $116,458 17,026 0.12% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $108,097 17,351 0.11% Shares
Legacy Advisors, LLC $105,910 17,000 0.11% Shares
Wealthspire Advisors, LLC $103,961 16,687 0.11% Shares
Entropy Technologies, LP $91,681 14,716 0.10% Shares
SMH CAPITAL ADVISORS INC $90,958 14,600 0.10% Shares
Catalyst Capital Advisors LLC $90,958 14,600 0.10% Shares
KINGSWOOD WEALTH ADVISORS, LLC $90,123 14,466 0.09% Shares
StoneX Group Inc. $88,978 13,313 0.09% Shares
Global Retirement Partners, LLC $87,223 14,001 0.09% Shares
Belpointe Asset Management LLC $82,442 13,233 0.09% Shares
Mariner, LLC $81,707 13,115 0.09% Shares
Western Wealth Management, LLC $81,417 13,068 0.09% Shares
Merit Financial Group, LLC $78,684 12,630 0.08% Shares
Triumph Capital Management $78,672 12,628 0.08% Shares
BridgePort Financial Solutions, LLC $76,214 12,233 0.08% Shares
Focus Partners Wealth $75,696 12,150 0.08% Shares
AVISO WEALTH MANAGEMENT $75,261 12,080 0.08% Shares
Legacy Investment Solutions, LLC $73,795 7,711 0.08% Shares
OneDigital Investment Advisors LLC $73,083 11,731 0.08% Shares
First Heartland Consultants, Inc. $72,597 11,653 0.08% Shares
Geneos Wealth Management Inc. $70,972 11,392 0.07% Shares
CITADEL ADVISORS LLC $70,399 11,300 0.07% Call option
IFP Advisors, Inc $70,237 11,274 0.07% Shares
PAX Financial Group, LLC $68,817 11,046 0.07% Shares
Savvy Advisors, Inc. $67,760 10,876 0.07% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $67,639 10,857 0.07% Shares
Empowered Funds, LLC $67,166 10,781 0.07% Shares
SUMMIT WEALTH GROUP LLC / CO $65,670 10,541 0.07% Shares
GPS Wealth Strategies Group, LLC $64,982 6,720 0.07% Shares
RFG Advisory, LLC $63,733 10,230 0.07% Shares
HighTower Advisors, LLC $63,547 10,200 0.07% Shares
BXM Wealth LLC $63,484 10,190 0.07% Shares
Integrated Wealth Concepts LLC $62,961 10,106 0.07% Shares
Gen-Wealth Partners Inc $59,185 9,500 0.06% Shares
Farther Finance Advisors, LLC $36,296 5,826 0.04% Shares
PRIVATE TRUST CO NA $36,259 5,820 0.04% Shares
BNP PARIBAS FINANCIAL MARKETS $34,277 5,502 0.04% Shares
NFSG Corp $29,269 4,698 0.03% Shares
WELLS FARGO & COMPANY/MN $26,495 4,253 0.03% Shares
Joseph Group Capital Management $25,736 4,131 0.03% Shares
Spire Wealth Management $23,805 3,821 0.03% Shares
PlanVest Financial, Inc $23,101 3,708 0.02% Shares
Lodestone Wealth Management LLC $22,977 3,688 0.02% Shares
Sunbelt Securities, Inc. $22,668 3,314 0.02% Shares
SIGNATUREFD, LLC $20,615 3,309 0.02% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $19,519 3,133 0.02% Shares
CIBC Private Wealth Group LLC $18,960 2,000 0.02% Shares
New England Capital Financial Advisors LLC $18,214 2,923 0.02% Shares
Russell Investments Group, Ltd. $16,456 2,641 0.02% Shares
UMB Bank, n.a. $16,117 2,587 0.02% Shares
Tower Research Capital LLC (TRC) $14,971 2,403 0.02% Shares
Tidemark, LLC $13,295 2,134 0.01% Shares
IFG Advisory, LLC $12,696 2,038 0.01% Shares
SIMPLEX TRADING, LLC $9,968 1,600 0.01% Shares
NOMURA ASSET MANAGEMENT CO LTD $9,949 1,597 0.01% Shares
JPMORGAN CHASE & CO $9,894 1,578 0.01% Shares
LGT Financial Advisors LLC $9,607 1,542 0.01% Shares
Kozak & Associates, Inc. $4,473 687 0.00% Shares
Cambridge Investment Research Advisors, Inc. $4,447 713,829 0.00% Shares
Main Street Group, LTD $2,897 465 0.00% Shares
RICHARDSON FINANCIAL SERVICES INC. $2,486 399 0.00% Shares
LSV ASSET MANAGEMENT $2,414 387,536 0.00% Shares
FTB Advisors, Inc. $1,464 153 0.00% Shares
Janney Montgomery Scott LLC $479 76,920 0.00% Shares
Caitong International Asset Management Co., Ltd $374 60 0.00% Shares
BI Asset Management Fondsmaeglerselskab A/S $240 38,565 0.00% Shares
WEDBUSH SECURITIES INC $233 37,475 0.00% Shares