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CION Investment Ownership | Who Owns CION Investment?

OverviewRevenueFinancialsChartTranscripts

CION Investment Ownership Summary

CION Investment is owned by 37.23% institutional investors, 0.58% insiders, and 62.19% retail investors. Bulldog investors, llp is the largest institutional shareholder, holding 2.92% of CION shares. Invesco KBW High Dividend Yld Fincl ETF is the top mutual fund, with 2.65% of its assets in CION Investment shares.

CION Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCION Investment37.23%0.58%62.19%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryAsset Management Stocks33.74%8.99%57.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Bulldog investors, llp1.54M2.92%$14.58M
Van eck associates1.36M2.58%$12.88M
Invesco1.25M2.37%$11.82M
North ground capital1.09M2.09%$10.51M
Lpl financial933.99K1.79%$9.03M
Wells fargo & company/mn794.11K1.51%$7.53M
Cambridge investment research advisors755.77K1.45%$7.31M
Private advisor group708.92K1.35%$6.72B
Alpine global management616.61K1.17%$5.85M
Callodine capital management, lp562.39K1.07%$5.33M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
North ground capital1.09M5.22%$10.51M
Bulldog investors, llp1.54M3.37%$14.58M
Alpine global management616.61K1.01%$5.85M
Legacy wealth managment, llc/id215.21K1.00%$2.08M
Redmont wealth advisors44.10K0.87%$502.75K
Callodine capital management, lp562.39K0.47%$5.33M
Adapt wealth advisors97.82K0.33%$945.90K
Endowment wealth management64.50K0.29%$623.76K
Berger financial group485.19K0.27%$4.69M
Virtus investment advisers96.59K0.26%$915.63K

Top Buyers

HolderShares% AssetsChange
Alpine global management616.61K1.01%527.78K
Jane street group317.82K0.00%255.12K
Lsv asset management352.24K0.01%165.64K
Jpmorgan chase171.36K0.00%142.83K
Adapt wealth advisors97.82K0.33%97.82K

Top Sellers

HolderShares% AssetsChange
Wealthfront advisers---605.15K
Punch & associates investment management---556.21K
Wealthplan partners---528.46K
Acorn financial advisory services inc /adv---267.86K
Strong tower advisory services---198.78K

New Positions

HolderShares% AssetsChangeValue
Adapt wealth advisors97.82K0.33%97.82K$945.90K
Financial gravity companies97.63K0.18%97.63K$934.36K
Acadian asset management40.42K0.00%40.42K$390.00K
Campbell & co investment adviser27.18K0.01%27.18K$262.80K
Kovack advisors25.35K0.02%25.35K$204.33K

Sold Out

HolderChange
Barclays-3.00
Newedge advisors-7.00
Assetmark-42.00
National bank of canada /fi/-66.00
Fifth third bancorp-80.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2025147-9.82%19,593,0352.31%372.81%60-20.00%492.08%
Jun 30, 2025161-7.47%19,113,530-0.93%362.75%74-2.63%47-12.96%
Mar 31, 2025173-3.35%19,298,781-3.34%362.61%78-4.88%51-15.00%
Dec 31, 2024133-23.12%13,886,619-23.26%252.27%62-22.50%42-25.00%
Sep 30, 2024170-4.49%18,060,1715.37%333.35%78-4.88%56-5.08%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Invesco KBW High Dividend Yld Fincl ETF1.38M2.65%-
VanEck BDC Income ETF1.18M2.26%-1.12K
Special Opportunities Fund909.62K1.73%-
Special Opportunities Fund Inc909.62K1.72%10.40K
High Income Securities626.38K1.19%-
iShares Listed Private Eq ETF USD Dist315.45K0.61%-
BankInvest Børsnoterede Alt. Akk. W184.03K0.35%41.65K
Alternative Credit Income I120.80K0.23%-
Putnam BDC Income ETF117.44K0.22%-43.98K
Virtus Private Credit ETF109.15K0.21%-

Recent Insider Transactions

DateNameRoleActivityValue
Aug 12, 2025Reisner Michael A Co-Chairman & Co-CEOBuy$4.99K
May 27, 2025FINLAY PETER I.-Buy$1.93K
May 22, 2025ROMAN STEPHEN CCO & SecretaryBuy$5.69K
May 16, 2025Breakstone Robert A-Buy$4.86K
May 12, 2025Gatto Mark Co-Chairman & Co-CEOBuy$20.00K

Insider Transactions Trends

DateBuySell
2025 Q31-
2025 Q26-
2025 Q19-
2024 Q45-
2024 Q37-

CION Ownership FAQ

Who Owns CION Investment?

CION Investment shareholders are primarily institutional investors at 37.23%, followed by 0.58% insiders and 62.19% retail investors. The average institutional ownership in CION Investment's industry, Asset Management Stocks, is 33.74%, which CION Investment exceeds.

Who owns the most shares of CION Investment?

CION Investment’s largest shareholders are Bulldog investors, llp (1.54M shares, 2.92%), Van eck associates (1.36M shares, 2.58%), and Invesco (1.25M shares, 2.37%). Together, they hold 7.87% of CION Investment’s total shares outstanding.

Does Blackrock own CION Investment?

BlackRock is not among the top 10 institutional shareholders of CION Investment.

Who is CION Investment’s biggest shareholder by percentage of total assets invested?

North ground capital is CION Investment’s biggest shareholder by percentage of total assets invested, with 5.22% of its assets in 1.09M CION Investment shares, valued at 10.51M$.

Who is the top mutual fund holder of CION Investment shares?

Invesco KBW High Dividend Yld Fincl ETF is the top mutual fund holder of CION Investment shares, with 2.65% of its total shares outstanding invested in 1.38M CION Investment shares.

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