CION Investment Ownership | Who Owns CION Investment?
CION Investment Ownership Summary
CION Investment is owned by 36.32% institutional investors, 0.58% insiders, and 63.10% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CION Investment | 36.32% | 0.58% | 63.10% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Asset Management Stocks | 51.84% | 9.46% | 38.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bulldog investors, llp | 1.54M | 2.92% | $14.72M |
| Van eck associates | 1.30M | 2.48% | $12.49M |
| Morgan stanley | 1.13M | 2.10% | $13.70M |
| Invesco | 1.04M | 1.95% | $11.88M |
| Lpl financial | 936.66K | 1.74% | $11.35M |
| Cambridge investment research advisors | 905.92K | 1.70% | $10.33M |
| Wells fargo & company/mn | 722.20K | 1.35% | $8.23M |
| Private advisor group | 677.82K | 1.29% | $6.49M |
| Two sigma advisers, lp | 566.40K | 1.06% | $6.46M |
| Callodine capital management, lp | 550.00K | 1.05% | $5.26M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bulldog investors, llp | 1.54M | 3.72% | $14.72M |
| Redmont wealth advisors | 44.10K | 0.87% | $502.75K |
| Callodine capital management, lp | 550.00K | 0.55% | $5.26M |
| Pinkerton retirement specialists | 461.73K | 0.53% | $4.42M |
| Acorn financial advisory services inc /adv | 267.86K | 0.39% | $2.54M |
| Virtus investment advisers | 109.15K | 0.35% | $1.04M |
| Endowment wealth management | 63.83K | 0.31% | $610.85K |
| Berger financial group | 484.89K | 0.27% | $4.60M |
| Bluechip wealth advisors | 52.98K | 0.23% | $506.98K |
| Alpine global management | 88.84K | 0.19% | $850.16K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 1.04M | 0.00% | 1.04M |
| Wells fargo & company/mn | 722.20K | 0.00% | 711.97K |
| Morgan stanley | 1.13M | 0.00% | 522.71K |
| Kestra advisory services | 531.48K | 0.03% | 206.18K |
| Financial gravity companies | 97.63K | 0.18% | 97.63K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealthfront advisers | - | - | -605.15K |
| Punch & associates investment management | - | - | -556.21K |
| Wealthplan partners | - | - | -528.46K |
| Strong tower advisory services | - | - | -198.78K |
| Millennium management | - | - | -180.89K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Invesco | 1.04M | 0.00% | 1.04M | $11.88M |
| Financial gravity companies | 97.63K | 0.18% | 97.63K | $934.36K |
| Janney montgomery scott | 87.03K | 0.00% | 87.03K | $825.00K |
| Brevan howard capital management lp | 80.28K | 0.00% | 80.28K | $768.33K |
| Xtx topco | 21.62K | 0.01% | 21.62K | $206.88K |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -66.00 |
| Fifth third bancorp | -80.00 |
| Nbc securities | -165.00 |
| Wealthcollab | -232.00 |
| Richard w. paul & associates | -285.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 161 | -7.47% | 19,113,530 | -0.93% | 36 | 2.75% | 74 | -2.63% | 47 | -12.96% |
| Mar 31, 2025 | 173 | -3.35% | 19,298,781 | -3.34% | 36 | 2.61% | 78 | -4.88% | 51 | -15.00% |
| Dec 31, 2024 | 133 | -23.12% | 13,886,619 | -23.26% | 25 | 2.27% | 62 | -22.50% | 42 | -25.00% |
| Sep 30, 2024 | 170 | -4.49% | 18,060,171 | 5.37% | 33 | 3.35% | 78 | -4.88% | 56 | -5.08% |
| Jun 30, 2024 | 177 | - | 17,117,895 | -5.98% | 31 | 2.82% | 81 | -7.95% | 59 | 9.26% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Invesco KBW High Dividend Yld Fincl ETF | 1.38M | 2.65% | - |
| VanEck BDC Income ETF | 1.18M | 2.26% | -1.12K |
| Special Opportunities Fund | 909.62K | 1.73% | - |
| Special Opportunities Fund Inc | 909.62K | 1.72% | 10.40K |
| High Income Securities | 626.38K | 1.19% | - |
| iShares Listed Private Eq ETF USD Dist | 315.45K | 0.61% | - |
| BankInvest Børsnoterede Alt. Akk. W | 184.03K | 0.35% | 41.65K |
| Alternative Credit Income I | 120.80K | 0.23% | - |
| Putnam BDC Income ETF | 117.44K | 0.22% | -43.98K |
| Virtus Private Credit ETF | 109.15K | 0.21% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 12, 2025 | Reisner Michael A | Co-Chairman & Co-CEO | Buy | $4.99K |
| May 27, 2025 | FINLAY PETER I. | - | Buy | $1.93K |
| May 22, 2025 | ROMAN STEPHEN | CCO & Secretary | Buy | $5.69K |
| May 16, 2025 | Breakstone Robert A | - | Buy | $4.86K |
| May 12, 2025 | Gatto Mark | Co-Chairman & Co-CEO | Buy | $20.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 1 | - |
| 2025 Q2 | 6 | - |
| 2025 Q1 | 9 | - |
| 2024 Q4 | 5 | - |
| 2024 Q3 | 7 | - |
CION Ownership FAQ
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