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CION · CION Investment Corp

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$5.98 -0.16 (-2.61%)
Market Cap
$297.24M
Shares
49.79M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 151
Total Value: $108,344,511
Total Shares: 16,014,010
Showing 1–100 of 154 holdings by value · page 1 of 2

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 159 13F filers
Top Holder
9.0%
Jun 2023 → Mar 2026 · range 5.9% – 9.4%
of institutional value
Top 5
32.2%
Jun 2023 → Mar 2026 · range 26.0% – 33.4%
of institutional value
Top 10
49.9%
Jun 2023 → Mar 2026 · range 42.5% – 51.9%
of institutional value
HHI
335
Jun 2023 → Mar 2026 · range 274 – 355
Broadly held
Showing 100 of 154
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Small Bulldog Investors, LLP $10,520,405 9.71% 1,538,071
Mega MORGAN STANLEY $7,886,175 7.28% 1,152,950
Mega LPL Financial LLC $6,765,806 6.24% 989,153
Mega VAN ECK ASSOCIATES CORP $6,622,180 6.11% 968,155
Mega UBS Group AG $4,671,732 4.31% 683,002
Large Cambridge Investment Research Advisors, Inc. $4,447,154 4.10% 713,829
Mega Invesco Ltd. $4,223,187 3.90% 617,425
Mid Callodine Capital Management, LP $4,188,733 3.87% 612,388
Small Berger Financial Group, Inc $2,783,189 2.57% 406,899
Large LSV ASSET MANAGEMENT $2,650,746 2.45% 387,536
Mega D. E. Shaw & Co., Inc. $2,384,697 2.20% 348,640
Mid Arkadios Wealth Advisors $2,294,258 2.12% 335,418
Mid Advisors Asset Management, Inc. $2,106,405 1.94% 307,954
Large RENAISSANCE TECHNOLOGIES LLC $1,859,112 1.72% 271,800
Large Qube Research & Technologies Ltd $1,844,925 1.70% 269,726
Mid Hennion & Walsh Asset Management, Inc. $1,811,409 1.67% 290,756
Large OSAIC HOLDINGS, INC. $1,711,812 1.58% 250,265
Small PINKERTON WEALTH, LLC $1,563,870 1.44% 228,636
Large COMMONWEALTH EQUITY SERVICES, LLC $1,491,585 1.38% 218,068
Mid Sigma Planning Corp $1,447,774 1.34% 211,663
Mega ENVESTNET ASSET MANAGEMENT INC $1,425,360 1.32% 208,386
Mega JANE STREET GROUP, LLC $1,424,586 1.31% 208,273
Micro Legacy Wealth Managment, LLC/ID $1,423,143 1.31% 208,062
Mega BlackRock, Inc. $1,370,688 1.27% 200,393
Small Alpine Global Management, LLC $1,327,370 1.23% 194,060
Mid DIVERSIFY WEALTH MANAGEMENT, LLC $1,275,810 1.18% 186,522
Mid BI Asset Management Fondsmaeglerselskab A/S $1,258,737 1.16% 184,026
Mega RAYMOND JAMES FINANCIAL INC $1,204,414 1.11% 176,084
Large Kestra Advisory Services, LLC $1,056,078 0.97% 169,515
Small SHERMAN PORFOLIOS, LLC $978,954 0.90% 143,122
Mid OneDigital Investment Advisors LLC $958,557 0.88% 140,140
Large Cetera Investment Advisers $839,596 0.77% 122,748
Mega TWO SIGMA INVESTMENTS, LP $791,353 0.73% 115,695
Micro ADAPT WEALTH ADVISORS, LLC $655,046 0.60% 95,767
Mid XTX Topco Ltd $636,106 0.59% 92,998
Small Virtus Investment Advisers, LLC $611,550 0.56% 89,408
Small Financial Gravity Asset Management, Inc. $587,104 0.54% 85,834
Mid Apollon Wealth Management, LLC $542,277 0.50% 87,043
Mega CITADEL ADVISORS LLC $536,625 0.50% 78,454
Large Janney Montgomery Scott LLC $518,506 0.48% 75,805
Micro North Ground Capital $513,000 0.47% 75,000
Mid Jump Financial, LLC $465,146 0.43% 68,004
Micro Endowment Wealth Management, Inc. Endowment $454,176 0.42% 66,400
Mid Campbell & CO Investment Adviser LLC $453,580 0.42% 66,313
Mega AMERIPRISE FINANCIAL INC $437,855 0.40% 64,014
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $436,666 0.40% 70,091
Mid Apollo Management Holdings, L.P. $432,712 0.40% 63,262
Mid Private Advisor Group, LLC $391,387 0.36% 62,823
Mid INDEPENDENT FINANCIAL GROUP, LLC $390,166 0.36% 62,627
Mid AE Wealth Management LLC $386,097 0.36% 56,447
Mega BANK OF AMERICA CORP /DE/ Bank $382,814 0.35% 55,967
Mega MILLENNIUM MANAGEMENT LLC $338,402 0.31% 49,474
Small Trivium Point Advisory, LLC $286,999 0.26% 41,959
Small Catalyst Funds Management Pty Ltd $283,217 0.26% 41,406
Small nVerses Capital, LLC $265,262 0.24% 38,781
Small Continuum Advisory, LLC $254,646 0.24% 37,229
Small FOUNDERS FINANCIAL SECURITIES LLC Broker-Dealer $252,423 0.23% 36,904
Mid WEDBUSH SECURITIES INC Broker-Dealer $233,469 0.22% 37,475
Mega ROYAL BANK OF CANADA Bank $230,131 0.21% 33,645
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $224,345 0.21% 32,799
Micro Closed-End Fund Advisors, Inc. $214,498 0.20% 34,430
Small Strategic Blueprint, LLC $212,922 0.20% 34,177
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $209,988 0.19% 30,700
Small Symmetry Partners, LLC $206,923 0.19% 33,214
Large Creative Planning $206,821 0.19% 30,237
Small Founders Financial Alliance, LLC $202,552 0.19% 29,613
Mid Virtu Financial LLC $198,866 0.18% 29,074
Mid Concurrent Investment Advisors, LLC $192,145 0.18% 30,842
Mid Brevan Howard Capital Management LP $191,978 0.18% 28,067
Small Koshinski Asset Management, Inc. $183,411 0.17% 29,440
Small Dynamic Technology Lab Private Ltd $179,748 0.17% 26,279
Micro TT Capital Management LLC $176,690 0.16% 25,832
Small SILVER OAK SECURITIES, INCORPORATED Broker-Dealer $175,705 0.16% 25,688
Mid IHT Wealth Management, LLC $175,555 0.16% 25,666
Mid WINTON GROUP Ltd $172,409 0.16% 25,206
Micro BlueChip Wealth Advisors LLC $168,783 0.16% 24,676
Mid Kovack Advisors, Inc. $168,270 0.16% 24,601
Small United Advisor Group, LLC $164,741 0.15% 24,085
Small Avior Wealth Management, LLC $154,541 0.14% 24,806
Large Cerity Partners LLC $153,968 0.14% 22,510
Small GatePass Capital, LLC $153,900 0.14% 22,500
Mid GREAT VALLEY ADVISOR GROUP, INC. $146,608 0.14% 21,434
Mid HARBOUR INVESTMENTS, INC. $144,317 0.13% 21,099
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $138,852 0.13% 20,300
Small DOLIVER ADVISORS, LP $134,568 0.12% 21,600
Large Focus Partners Wealth $128,311 0.12% 18,759
Mid Focus Partners Advisor Solutions, LLC $126,635 0.12% 18,514
Small Golden State Wealth Management, LLC $124,880 0.12% 20,045
Micro A&I FINANCIAL SERVICES, LLC $121,547 0.11% 19,510
Micro SWMG, LLC $120,700 0.11% 19,374
Large CWM, LLC $116,457 0.11% 17,026
Mid Wealthspire Advisors, LLC $114,139 0.11% 16,687
Mega CITADEL ADVISORS LLC $111,492 0.10% 16,300
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $108,096 0.10% 17,351
Mid Entropy Technologies, LP $106,368 0.10% 15,551
Small Legacy Advisors, LLC $105,910 0.10% 17,000
Large HighTower Advisors, LLC $105,445 0.10% 15,416
Small NFSG Corp $103,242 0.10% 15,094
Mid Belpointe Asset Management LLC $103,236 0.10% 15,093
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $101,539 0.09% 14,845
Key facts CIK 1534254 CUSIP 17259U204 13F (30d) 42 filings 40 filers Visit website

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