CION institutional holders

CION INVT CORP · 13F, 2026Q2

Managers holding138
Shares held16,802,054
Reported value$104.8m
Quarter flows13 new, 41 added, 52 trimmed, 36 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Bulldog Investors, LLP1,538,071$9.6m2.1%
Cambridge Investment Research Advisors, Inc.1,427,658$8.9m0.0%
Invesco Ltd.1,368,725$8.5m0.0%
MORGAN STANLEY1,266,950$7.9m0.0%
VAN ECK ASSOCIATES CORP1,236,397$7.7m0.0%
LPL Financial LLC1,019,029$6.3m0.0%
UBS Group AG915,653$5.7m0.0%
Callodine Capital Management, LP674,138$4.2m0.3%
Berger Financial Group, Inc404,493$2.5m0.1%
LSV ASSET MANAGEMENT387,536$2.4m0.0%
Arkadios Wealth Advisors322,360$2.0m0.0%
D. E. Shaw & Co., Inc.312,707$1.9m0.0%
OSAIC HOLDINGS, INC.291,108$1.8m0.0%
Hennion & Walsh Asset Management, Inc.290,756$1.8m0.1%
Advisors Asset Management, Inc.290,200$1.8m0.0%
RENAISSANCE TECHNOLOGIES LLC248,600$1.5m0.0%
ENVESTNET ASSET MANAGEMENT INC210,410$1.3m0.0%
COMMONWEALTH EQUITY SERVICES, LLC207,748$1.3m0.0%
Sigma Planning Corp200,157$1.2m0.0%
BlackRock, Inc.195,515$1.2m0.0%
PINKERTON WEALTH, LLC163,035$1.1m0.1%
BANK OF AMERICA CORP /DE/169,916$1.1m0.0%
Kestra Advisory Services, LLC169,515$1.1m0.0%
True Freedom Investing, LLC143,122$978,9530.1%
Alpine Global Management, LLC155,635$969,6060.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CION"). CION price history · All 13F data

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