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Equibles

CION

CION Investment Corp

Company with tickers: CION, CICC, CICB

CIK
1534254
CUSIP
17259U204
Shares Outstanding
49,789,210
13F Activity (30d)
74 filings 68 filers

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.

Holders: 158
Total Value: $117,004,967
Total Shares: 17,106,001
Showing 1–100 of 161 holdings by value · page 1 of 2

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 158 13F filers · Δ vs Dec 31, 2025
Top Holder
9.0%
Jun 2023 → Mar 2026 · range 6.0% – 9.9%
−0.2 pts
Top 5
32.2%
Jun 2023 → Mar 2026 · range 26.5% – 33.8%
+1.4 pts
Top 10
50.0%
Jun 2023 → Mar 2026 · range 43.3% – 52.5%
+1.6 pts
HHI
335
Jun 2023 → Mar 2026 · range 280 – 363
Broadly held+7

Quarterly Activity

vs Dec 31, 2025
New
40
Increased
45
Decreased
42
Sold Out
27
Unchanged
31
Holder count: +13
Institutional value: +2.7%
Shares held: +45.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega D. E. Shaw & Co., Inc. +249,109 348,640
Mega UBS Group AG +126,649 683,002
Mid Private Advisor Group, LLC +119,783 860,616
Small Alpine Global Management, LLC +100,224 194,060
Small Financial Gravity Asset Management, Inc. +61,785 85,834

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Micro North Ground Capital −1,011,992 75,000
Micro Closed-End Fund Advisors, Inc. −441,501 34,407
Mega TWO SIGMA INVESTMENTS, LP −369,788 115,695
Mid INDEPENDENT FINANCIAL GROUP, LLC −181,542 44,807
Mid Hennion & Walsh Asset Management, Inc. −97,368 317,252

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small Bulldog Investors, LLP 1,538,071 $10,520,405
Mega MORGAN STANLEY 1,152,950 $7,886,175
Mega LPL Financial LLC 989,153 $6,765,806
Mega VAN ECK ASSOCIATES CORP 968,155 $6,622,180
Mega Invesco Ltd. 617,425 $4,223,187

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large TWO SIGMA ADVISERS, LP 198,200 $1,916,594
Large TUDOR INVESTMENT CORP ET AL 189,494 $1,832,406
Small HighPoint Advisor Group LLC 162,034 $1,566,868
Large Trexquant Investment LP 84,183 $814,049
Mid Quadrature Capital Ltd 40,468 $391,325
Filter: New 40 Increased 45 Reduced 42 Sold out 27 Unchanged 31
Showing 100 of 161
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small Bulldog Investors, LLP $10,520,405 8.99% 1,538,071
Mega MORGAN STANLEY $7,886,175 6.74% 1,152,950
Mega LPL Financial LLC $6,765,806 5.78% 989,153
Mega VAN ECK ASSOCIATES CORP $6,622,180 5.66% 968,155
Mid Private Advisor Group, LLC $5,886,613 5.03% 860,616
Large Cambridge Investment Research Advisors, Inc. $4,914,601 4.20% 718,509
Mega UBS Group AG $4,671,732 3.99% 683,002
Mega Invesco Ltd. $4,223,187 3.61% 617,425
Mid Callodine Capital Management, LP $4,188,733 3.58% 612,388
Small Berger Financial Group, Inc $2,783,189 2.38% 406,899
Large LSV ASSET MANAGEMENT $2,650,746 2.27% 387,536
Mega D. E. Shaw & Co., Inc. $2,384,697 2.04% 348,640
Mid Arkadios Wealth Advisors $2,294,258 1.96% 335,418
Mid Hennion & Walsh Asset Management, Inc. $2,170,003 1.85% 317,252
Mid Advisors Asset Management, Inc. $2,106,405 1.80% 307,954
Large Kestra Advisory Services, LLC $2,045,700 1.75% 299,079
Large RENAISSANCE TECHNOLOGIES LLC $1,859,112 1.59% 271,800
Large Qube Research & Technologies Ltd $1,844,925 1.58% 269,726
Large OSAIC HOLDINGS, INC. $1,711,812 1.46% 250,265
Small PINKERTON WEALTH, LLC $1,563,870 1.34% 228,636
Large COMMONWEALTH EQUITY SERVICES, LLC $1,491,585 1.27% 218,068
Mid Sigma Planning Corp $1,447,774 1.24% 211,663
Mega ENVESTNET ASSET MANAGEMENT INC $1,425,360 1.22% 208,386
Mega JANE STREET GROUP, LLC $1,424,586 1.22% 208,273
Micro Legacy Wealth Managment, LLC/ID $1,423,143 1.22% 208,062
Mega BlackRock, Inc. $1,370,688 1.17% 200,393
Small Alpine Global Management, LLC $1,327,370 1.13% 194,060
Mid DIVERSIFY WEALTH MANAGEMENT, LLC $1,275,810 1.09% 186,522
Mid BI Asset Management Fondsmaeglerselskab A/S $1,258,737 1.08% 184,026
Mega RAYMOND JAMES FINANCIAL INC $1,204,414 1.03% 176,084
Small SHERMAN PORFOLIOS, LLC $978,954 0.84% 143,122
Mid OneDigital Investment Advisors LLC $958,557 0.82% 140,140
Large Cetera Investment Advisers $839,596 0.72% 122,748
Mega TWO SIGMA INVESTMENTS, LP $791,353 0.68% 115,695
Micro ADAPT WEALTH ADVISORS, LLC $655,046 0.56% 95,767
Mid XTX Topco Ltd $636,106 0.54% 92,998
Small Virtus Investment Advisers, LLC $611,550 0.52% 89,408
Small Financial Gravity Asset Management, Inc. $587,104 0.50% 85,834
Mid Apollon Wealth Management, LLC $576,160 0.49% 84,234
Mega CITADEL ADVISORS LLC $536,625 0.46% 78,454
Large Janney Montgomery Scott LLC $518,506 0.44% 75,805
Micro North Ground Capital $513,000 0.44% 75,000
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $479,421 0.41% 70,091
Mid Jump Financial, LLC $465,146 0.40% 68,004
Micro Endowment Wealth Management, Inc. Endowment $454,176 0.39% 66,400
Mid Campbell & CO Investment Adviser LLC $453,580 0.39% 66,313
Mega AMERIPRISE FINANCIAL INC $437,855 0.37% 64,014
Mid Apollo Management Holdings, L.P. $432,712 0.37% 63,262
Mid AE Wealth Management LLC $386,097 0.33% 56,447
Mega BANK OF AMERICA CORP /DE/ Bank $382,814 0.33% 55,967
Mega MILLENNIUM MANAGEMENT LLC $338,402 0.29% 49,474
Mid INDEPENDENT FINANCIAL GROUP, LLC $306,479 0.26% 44,807
Small Cooper Financial Group $305,132 0.26% 44,610
Small Trivium Point Advisory, LLC $286,999 0.25% 41,959
Small Catalyst Funds Management Pty Ltd $283,217 0.24% 41,406
Mid Concurrent Investment Advisors, LLC $277,519 0.24% 40,573
Small nVerses Capital, LLC $265,262 0.23% 38,781
Mid Y-Intercept (Hong Kong) Ltd $258,647 0.22% 37,814
Small Continuum Advisory, LLC $254,646 0.22% 37,229
Small FOUNDERS FINANCIAL SECURITIES LLC Broker-Dealer $252,423 0.22% 36,904
Mid WEDBUSH SECURITIES INC Broker-Dealer $247,437 0.21% 36,175
Small DOLIVER ADVISORS, LP $246,240 0.21% 36,000
Small Strategic Blueprint, LLC $245,549 0.21% 35,899
Micro Closed-End Fund Advisors, Inc. $235,343 0.20% 34,407
Mega ROYAL BANK OF CANADA Bank $230,131 0.20% 33,645
Small Symmetry Partners, LLC $227,183 0.19% 33,214
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $224,345 0.19% 32,799
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $209,988 0.18% 30,700
Large Creative Planning $206,821 0.18% 30,237
Small Founders Financial Alliance, LLC $202,552 0.17% 29,613
Small Koshinski Asset Management, Inc. $201,369 0.17% 29,440
Mid Virtu Financial LLC $198,866 0.17% 29,074
Mid Brevan Howard Capital Management LP $191,978 0.16% 28,067
Small Dynamic Technology Lab Private Ltd $179,748 0.15% 26,279
Micro TT Capital Management LLC $176,690 0.15% 25,832
Small SILVER OAK SECURITIES, INCORPORATED Broker-Dealer $175,705 0.15% 25,688
Mid IHT Wealth Management, LLC $175,555 0.15% 25,666
Small EPG Wealth Management LLC $173,127 0.15% 25,311
Mid WINTON GROUP Ltd $172,409 0.15% 25,206
Micro A&I FINANCIAL SERVICES, LLC $170,329 0.15% 24,902
Small Avior Wealth Management, LLC $169,673 0.15% 24,806
Micro BlueChip Wealth Advisors LLC $168,783 0.14% 24,676
Mid Kovack Advisors, Inc. $168,270 0.14% 24,601
Small United Advisor Group, LLC $164,741 0.14% 24,085
Large Cerity Partners LLC $153,968 0.13% 22,510
Small GatePass Capital, LLC $153,900 0.13% 22,500
Mid GREAT VALLEY ADVISOR GROUP, INC. $146,608 0.13% 21,434
Mid HARBOUR INVESTMENTS, INC. $144,317 0.12% 21,099
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $138,852 0.12% 20,300
Small Golden State Wealth Management, LLC $134,323 0.11% 19,638
Micro SWMG, LLC $132,518 0.11% 19,374
Large Focus Partners Wealth $128,311 0.11% 18,759
Mid Focus Partners Advisor Solutions, LLC $126,635 0.11% 18,514
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $117,627 0.10% 17,197
Large CWM, LLC $116,457 0.10% 17,026
Small Legacy Advisors, LLC $116,280 0.10% 17,000
Mid Wealthspire Advisors, LLC $114,139 0.10% 16,687
Mega CITADEL ADVISORS LLC $111,492 0.10% 16,300
Mid Entropy Technologies, LP $106,368 0.09% 15,551
Mid Wealthcare Advisory Partners LLC $106,136 0.09% 15,517

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