CION CION Investment Corporation
CION Investment Corporation (CION) Institutional Ownership
What the institutions did with CION last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Bulldog Investors, LLP | 1.5M | 9.2% |
| Cambridge Investment Research Advisors, Inc. | 1.4M | 8.5% |
| Invesco Ltd. | 1.4M | 8.1% |
| MORGAN STANLEY | 1.3M | 7.5% |
| VAN ECK ASSOCIATES CORP | 1.2M | 7.4% |
| LPL Financial LLC | 1.0M | 6.1% |
| UBS Group AG | 915.7K | 5.4% |
| Callodine Capital Management, LP | 674.1K | 4.0% |
| Berger Financial Group, Inc | 404.5K | 2.4% |
| LSV ASSET MANAGEMENT | 387.5K | 2.3% |
| Arkadios Wealth Advisors | 322.4K | 1.9% |
| D. E. Shaw & Co., Inc. | 312.7K | 1.9% |
| OSAIC HOLDINGS, INC. | 291.1K | 1.7% |
| Hennion & Walsh Asset Management, Inc. | 290.8K | 1.7% |
| Advisors Asset Management, Inc. | 290.2K | 1.7% |
| RENAISSANCE TECHNOLOGIES LLC | 248.6K | 1.5% |
| ENVESTNET ASSET MANAGEMENT INC | 210.4K | 1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 207.7K | 1.2% |
| Sigma Planning Corp | 200.2K | 1.2% |
| BlackRock, Inc. | 195.5K | 1.2% |
| BANK OF AMERICA CORP /DE/ | 169.9K | 1.0% |
| Kestra Advisory Services, LLC | 169.5K | 1.0% |
| PINKERTON WEALTH, LLC | 163.0K | 1.0% |
| Alpine Global Management, LLC | 155.6K | 0.9% |
| SHERMAN PORFOLIOS, LLC | 143.1K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Private Advisor Group, LLC | Reduced | 860.6K | 62.8K | -797.8K |
| Invesco Ltd. | Increased | 617.4K | 1.4M | +751.3K |
| Cambridge Investment Research Advisors, Inc. | Increased | 718.5K | 1.4M | +709.1K |
| VAN ECK ASSOCIATES CORP | Increased | 968.2K | 1.2M | +268.2K |
| UBS Group AG | Increased | 683.0K | 915.7K | +232.7K |
| JANE STREET GROUP, LLC | Sold Out | 208.3K | 0 | -208.3K |
| Qube Research & Technologies Ltd | Reduced | 269.7K | 114.0K | -155.8K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 176.1K | 30.3K | -145.8K |
| BI Asset Management Fondsmaeglerselskab A/S | Reduced | 184.0K | 38.6K | -145.5K |
| Kestra Advisory Services, LLC | Reduced | 299.1K | 169.5K | -129.6K |
| OneDigital Investment Advisors LLC | Reduced | 140.1K | 11.7K | -128.4K |
| Diversify Advisory Services, LLC | New | 0 | 128.0K | +128.0K |
| MORGAN STANLEY | Increased | 1.2M | 1.3M | +114.0K |
| BANK OF AMERICA CORP /DE/ | Increased | 56.0K | 169.9K | +113.9K |
| XTX Topco Ltd | Sold Out | 93.0K | 0 | -93.0K |
| Legacy Wealth Managment, LLC/ID | Reduced | 208.1K | 121.2K | -86.9K |
| CITADEL ADVISORS LLC | Sold Out | 78.5K | 0 | -78.5K |
| Curi Capital, LLC | New | 0 | 75.5K | +75.5K |
| North Ground Capital | Sold Out | 75.0K | 0 | -75.0K |
| Jump Financial, LLC | Sold Out | 68.0K | 0 | -68.0K |
| PINKERTON WEALTH, LLC | Reduced | 228.6K | 163.0K | -65.6K |
| Callodine Capital Management, LP | Increased | 612.4K | 674.1K | +61.8K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Reduced | 186.5K | 128.0K | -58.5K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 115.7K | 61.5K | -54.2K |
| MILLENNIUM MANAGEMENT LLC | Sold Out | 49.5K | 0 | -49.5K |
| Cooper Financial Group | Sold Out | 44.6K | 0 | -44.6K |
| Catalyst Funds Management Pty Ltd | Sold Out | 41.4K | 0 | -41.4K |
| OSAIC HOLDINGS, INC. | Increased | 250.3K | 291.1K | +40.8K |
| nVerses Capital, LLC | Sold Out | 38.8K | 0 | -38.8K |
| Alpine Global Management, LLC | Reduced | 194.1K | 155.6K | -38.4K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 37.8K | 0 | -37.8K |
| D. E. Shaw & Co., Inc. | Reduced | 348.6K | 312.7K | -35.9K |
| ROYAL BANK OF CANADA | Increased | 33.6K | 69.0K | +35.3K |
| LPL Financial LLC | Increased | 989.2K | 1.0M | +29.9K |
| Virtu Financial LLC | Sold Out | 29.1K | 0 | -29.1K |
| Brevan Howard Capital Management LP | Sold Out | 28.1K | 0 | -28.1K |
| Cetera Investment Advisers | Reduced | 122.7K | 96.2K | -26.5K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 317.3K | 290.8K | -26.5K |
| Dynamic Technology Lab Private Ltd | Sold Out | 26.3K | 0 | -26.3K |
| EPG Wealth Management LLC | Sold Out | 25.3K | 0 | -25.3K |
| Engineers Gate Manager LP | Increased | 14.0K | 37.9K | +23.9K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 271.8K | 248.6K | -23.2K |
| OXFORD ASSET MANAGEMENT LLP | New | 0 | 22.7K | +22.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 32.8K | 10.9K | -21.9K |
| Squarepoint Ops LLC | New | 0 | 20.6K | +20.6K |
| Virtus Investment Advisers, LLC | Increased | 89.4K | 108.1K | +18.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | Increased | 44.8K | 62.6K | +17.8K |
| Advisors Asset Management, Inc. | Reduced | 308.0K | 290.2K | -17.8K |
| Wealthcare Advisory Partners LLC | Sold Out | 15.5K | 0 | -15.5K |
| Rydar Equities, Inc. | Sold Out | 15.3K | 0 | -15.3K |
| Innovative Asset Advisors Group, LLC | Sold Out | 14.4K | 0 | -14.4K |
| DOLIVER ADVISORS, LP | Reduced | 36.0K | 21.6K | -14.4K |
| Trivium Point Advisory, LLC | Reduced | 42.0K | 28.2K | -13.8K |
| StoneX Group Inc. | New | 0 | 13.3K | +13.3K |
| Arkadios Wealth Advisors | Reduced | 335.4K | 322.4K | -13.1K |
| Campbell & CO Investment Adviser LLC | Reduced | 66.3K | 53.9K | -12.4K |
| Sowell Financial Services LLC | Sold Out | 12.4K | 0 | -12.4K |
| Sigma Planning Corp | Reduced | 211.7K | 200.2K | -11.5K |
| Capital Asset Managemnet, LLC | Sold Out | 10.8K | 0 | -10.8K |
| SUMMIT WEALTH GROUP LLC / CO | New | 0 | 10.5K | +10.5K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.