CION INVESTMENT CORP CION
$6.39
-1.8% 52w: $6.01 – $9.42
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data6.017.719.42
Jun 20, 2025 Jul 2, 2026
Institutional holders
158
-6 QoQ
13F value
$117.3M
-38.2% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
1.2×
$250K calls / $210K puts
Institutional value by quarter
Number of holders
Who owns CION?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Bulldog Investors, LLP ★2 | Fundamental diversified | 1.5M | $10.5M | 2.4% | Held |
| MORGAN STANLEY | Bank broker | 1.2M | $7.9M | 0.0% | +154.1% |
| LPL Financial LLC | Bank broker | 989.2K | $6.8M | 0.0% | +5.9% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 968.2K | $6.6M | 0.0% | -22.2% |
| Private Advisor Group, LLC | Wealth advisor | 860.6K | $5.9M | 0.0% | +16.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 718.5K | $4.9M | 0.0% | -4.9% |
| UBS Group AG | Bank broker | 683.0K | $4.7M | 0.0% | +22.8% |
| Invesco Ltd. | Index provider | 617.4K | $4.2M | 0.0% | -50.9% |
| Callodine Capital Management, LP ★3 | Fundamental concentrated | 612.4K | $4.2M | 0.3% | +8.9% |
| Berger Financial Group, Inc | Wealth advisor | 406.9K | $2.8M | 0.2% | -16.1% |
| LSV ASSET MANAGEMENT | Other | 387.5K | $2.7M | 0.0% | +10.0% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 348.6K | $2.4M | 0.0% | +250.3% |
| Arkadios Wealth Advisors | Wealth advisor | 335.4K | $2.3M | 0.0% | -2.3% |
| PINKERTON WEALTH, LLC | Wealth advisor | 228.6K | $2.2M | 0.2% | Held |
| Hennion & Walsh Asset Management, Inc. | Other | 317.3K | $2.2M | 0.1% | -23.5% |
| Advisors Asset Management, Inc. | Diversified mechanical | 308.0K | $2.1M | 0.0% | +5.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 299.1K | $2.0M | 0.0% | +4.6% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 271.8K | $1.9M | 0.0% | +4.2% |
| Qube Research & Technologies Ltd | Quant stat arb | 269.7K | $1.8M | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 250.3K | $1.7M | 0.0% | +28.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 218.1K | $1.5M | 0.0% | +0.7% |
| Sigma Planning Corp | Wealth advisor | 211.7K | $1.4M | 0.0% | -24.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 208.4K | $1.4M | 0.0% | -10.6% |
| JANE STREET GROUP, LLC | Market maker | 208.3K | $1.4M | 0.0% | -34.5% |
| Legacy Wealth Managment, LLC/ID | Wealth advisor | 208.1K | $1.4M | 0.7% | -3.3% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 186.5K | $1.4M | 0.0% | +39.9% |
| BlackRock, Inc. | Index provider | 200.4K | $1.4M | 0.0% | -46.7% |
| Alpine Global Management, LLC | Quant stat arb | 194.1K | $1.3M | 0.2% | +106.8% |
| BI Asset Management Fondsmaeglerselskab A/S | Other | 184.0K | $1.3M | 0.0% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 176.1K | $1.2M | 0.0% | +2.7% |
| SHERMAN PORFOLIOS, LLC | Wealth advisor | 143.1K | $979K | 0.1% | -26.1% |
| OneDigital Investment Advisors LLC | Wealth advisor | 140.1K | $959K | 0.0% | -21.6% |
| Cetera Investment Advisers | Wealth advisor | 122.7K | $840K | 0.0% | -13.6% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 115.7K | $791K | 0.0% | -76.2% |
| ADAPT WEALTH ADVISORS, LLC | Wealth advisor | 95.8K | $655K | 0.2% | -2.1% |
| XTX Topco Ltd | Market maker | 93.0K | $636K | 0.0% | +191.4% |
| Virtus Investment Advisers, LLC | Other | 89.4K | $612K | 0.2% | +20.1% |
| Financial Gravity Asset Management, Inc. | Wealth advisor | 85.8K | $587K | 0.1% | +256.9% |
| Apollon Wealth Management, LLC | Diversified mechanical | 84.2K | $576K | 0.0% | +1.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 78.5K | $537K | 0.0% | -41.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 75.8K | $519K | 0.0% | +11.1% |
| North Ground Capital ★3 | Fundamental concentrated | 75.0K | $513K | 0.6% | -93.1% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 70.1K | $476K | 0.0% | Held |
| Jump Financial, LLC | Market maker | 68.0K | $465K | 0.0% | +112.4% |
| Endowment Wealth Management, Inc. | Wealth advisor | 66.4K | $454K | 0.2% | +2.9% |
| Campbell & CO Investment Adviser LLC | Diversified mechanical | 66.3K | $454K | 0.0% | +144.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 64.0K | $438K | 0.0% | +25.1% |
| Apollo Management Holdings, L.P. ★2 | Fundamental concentrated | 63.3K | $433K | 0.0% | Held |
| AE Wealth Management LLC | Wealth advisor | 56.4K | $386K | 0.0% | +3.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 56.0K | $383K | 0.0% | -14.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.