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CION Investment Ownership | Who Owns CION Investment?

OverviewRevenueFinancialsChartTranscripts

CION Investment Ownership Summary

CION Investment is owned by 17.49% institutional investors, 0.63% insiders, and 81.88% retail investors. Bulldog investors, llp is the largest institutional shareholder, holding 2.94% of CION shares. Invesco KBW High Dividend Yld Fincl ETF is the top mutual fund, with 2.77% of its assets in CION Investment shares.

CION Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCION Investment17.49%0.63%81.88%
SectorFinancial Services Stocks 746.79%13.83%-660.62%
IndustryAsset Management Stocks33.06%10.74%56.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Bulldog investors, llp1.54M2.94%$10.52M
Morgan stanley1.27M2.49%$7.89M
Lpl financial1.02M2.01%$6.35M
Van eck associates968.15K1.85%$6.62M
Ubs group915.65K1.80%$5.70M
Cambridge investment research advisors713.83K1.41%$4.45M
Invesco617.42K1.18%$4.22M
Callodine capital management, lp612.39K1.17%$4.19M
Berger financial group404.49K0.80%$2.52M
Lsv asset management387.54K0.76%$2.41M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Bulldog investors, llp1.54M2.36%$10.52M
Redmont wealth advisors44.10K0.87%$502.75K
Smh capital advisors14.60K0.36%$90.96K
Legacy wealth managment, llc/id121.17K0.31%$754.88K
Callodine capital management, lp612.39K0.29%$4.19M
Alpine global management194.06K0.20%$1.33M
Adapt wealth advisors92.20K0.19%$574.39K
Endowment wealth management68.50K0.17%$426.78K
Virtus investment advisers108.06K0.16%$673.22K
Berger financial group404.49K0.13%$2.52M

Top Buyers

HolderShares% AssetsChange
Qube research269.73K0.00%269.73K
D. e. shaw348.64K0.00%249.11K
Ubs group915.65K0.00%232.65K
Diversify advisory services128.02K0.01%128.02K
Morgan stanley1.27M0.00%114.00K

Top Sellers

HolderShares% AssetsChange
Private advisor group62.82K0.00%-797.79K
Invesco617.42K0.00%-639.22K
Wealthfront advisers---605.15K
Wealthplan partners---528.46K
Two sigma investments, lp115.69K0.00%-369.79K

New Positions

HolderShares% AssetsChangeValue
Qube research269.73K0.00%269.73K$1.84M
Financial gravity companies78.83K0.08%78.83K$491.13K
Smh capital advisors14.60K0.36%14.60K$90.96K
Global retirement partners14.00K0.00%14.00K$87.22K
Stonex group13.31K0.00%13.31K$88.98K

Sold Out

HolderChange
Barclays-3.00
Allworth financial lp-5.00
Newedge advisors-7.00
Assetmark-42.00
National bank of canada /fi/-66.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202691-44.51%9,155,093-52.84%171.26%35-53.33%29-46.30%
Dec 31, 2025119-22.73%14,682,731-23.28%282.13%48-23.81%42-17.65%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Invesco KBW High Dividend Yld Fincl ETF1.36M2.77%-
VanEck BDC Income ETF973.35K1.98%-2.70K
Special Opportunities Fund909.62K1.83%-
Special Opportunities Fund Inc909.62K1.72%10.40K
High Income Securities626.38K1.27%-
iShares Listed Private Eq ETF USD Dist195.67K0.40%-
BankInvest Børsnoterede Alt. Akk. W184.03K0.37%-
Alternative Credit Income I120.80K0.25%-
LSV U.S. SMALL MID CAP VAL EQ FD CL F117.67K0.23%-
LSV U.S. SMALL MID CAP VAL EQ FD Class F117.67K0.23%-

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 17.49%, followed by 0.63% insiders and 81.88% retail investors. The average institutional ownership in CION Investment's industry, Asset Management Stocks, is 33.06%, which CION Investment falls below.

Who owns the most shares of CION Investment?

CION Investment’s largest shareholders are Bulldog investors, llp (1.54M shares, 2.94%), Morgan stanley (1.27M shares, 2.49%), and Lpl financial (1.02M shares, 2.01%). Together, they hold 7.44% 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?

Bulldog investors, llp is CION Investment’s biggest shareholder by percentage of total assets invested, with 2.36% of its assets in 1.54M CION Investment shares, valued at 10.52M$.

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 2.77% of its total shares outstanding invested in 1.36M CION Investment shares.

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