CION Investment Ownership | Who Owns CION Investment?
CION Investment Ownership Summary
CION Investment is owned by 28.20% institutional investors, 0.58% insiders, and 71.22% retail investors. Bulldog investors, llp is the largest institutional shareholder, holding 2.94% of CION shares. Special Opportunities Fund is the top mutual fund, with 1.76% of its assets in CION Investment shares.
CION Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CION Investment | 28.20% | 0.58% | 71.22% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 40.73% | 8.48% | 50.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bulldog investors, llp | 1.54M | 2.94% | $10.52M |
| Morgan stanley | 1.15M | 2.20% | $7.89M |
| Lpl financial | 989.15K | 1.89% | $6.77M |
| Van eck associates | 968.15K | 1.85% | $6.62M |
| Private advisor group | 860.62K | 1.64% | $5.89M |
| Cambridge investment research advisors | 718.51K | 1.37% | $4.92M |
| Ubs group | 683.00K | 1.30% | $4.67M |
| Invesco | 617.42K | 1.18% | $4.22M |
| Callodine capital management, lp | 612.39K | 1.17% | $4.19M |
| Berger financial group | 406.90K | 0.78% | $2.78M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bulldog investors, llp | 1.54M | 2.36% | $10.52M |
| Redmont wealth advisors | 44.10K | 0.87% | $502.75K |
| Legacy wealth managment, llc/id | 208.06K | 0.71% | $1.42M |
| North ground capital | 75.00K | 0.62% | $513.00K |
| Callodine capital management, lp | 612.39K | 0.29% | $4.19M |
| Nverses capital | 38.78K | 0.24% | $265.26K |
| Adapt wealth advisors | 95.77K | 0.24% | $655.05K |
| Pinkerton retirement specialists | 228.64K | 0.20% | $2.21M |
| Endowment wealth management | 66.40K | 0.20% | $454.17K |
| Alpine global management | 194.06K | 0.20% | $1.33M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 1.15M | 0.00% | 699.16K |
| Qube research | 269.73K | 0.00% | 269.73K |
| D. e. shaw | 348.64K | 0.00% | 249.11K |
| Ubs group | 683.00K | 0.00% | 126.65K |
| Private advisor group | 860.62K | 0.03% | 119.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| North ground capital | 75.00K | 0.62% | -1.01M |
| Invesco | 617.42K | 0.00% | -639.22K |
| Wealthfront advisers | - | - | -605.15K |
| Wealthplan partners | - | - | -528.46K |
| Two sigma investments, lp | 115.69K | 0.00% | -369.79K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Qube research | 269.73K | 0.00% | 269.73K | $1.84M |
| Financial gravity companies | 97.63K | 0.18% | 97.63K | $934.36K |
| Independent financial group | 44.81K | 0.01% | 44.81K | $306.48K |
| Catalyst funds management pty | 41.41K | 0.05% | 41.41K | $283.22K |
| Y-intercept (hong kong) | 37.81K | 0.00% | 37.81K | $258.65K |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 119 | -22.73% | 14,682,731 | -23.28% | 28 | 2.13% | 48 | -23.81% | 42 | -17.65% |
| Sep 30, 2025 | 147 | -9.82% | 19,593,035 | 2.31% | 37 | 2.81% | 60 | -20.00% | 49 | 2.08% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Special Opportunities Fund | 909.62K | 1.76% | 909.62K |
| VanEck BDC Income ETF | 871.16K | 1.73% | 2.47K |
| Special Opportunities Fund Inc | 909.62K | 1.72% | 10.40K |
| High Income Securities | 626.38K | 1.24% | - |
| Invesco KBW High Dividend Yld Fincl ETF | 620.38K | 1.23% | - |
| iShares Listed Private Eq ETF USD Dist | 200.55K | 0.40% | - |
| BankInvest Børsnoterede Alt. Akk. W | 184.03K | 0.37% | - |
| Alternative Credit Income I | 120.80K | 0.24% | - |
| LSV U.S. SMALL MID CAP VAL EQ FD Class F | 117.67K | 0.24% | - |
| LSV U.S. SMALL MID CAP VAL EQ FD CL F | 117.67K | 0.23% | - |
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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