CION Investment Ownership | Who Owns CION Investment?
CION Investment Ownership Summary
CION Investment is owned by 31.67% institutional investors, 0.78% insiders, and 67.55% retail investors. Bulldog investors, llp is the largest institutional shareholder, holding 3.03% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CION Investment | 31.67% | 0.78% | 67.55% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Asset Management Stocks | 45.53% | 11.43% | 43.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bulldog investors, llp | 1.54M | 3.03% | $9.58M |
| Invesco | 1.37M | 2.69% | $8.53M |
| Morgan stanley | 1.27M | 2.49% | $7.89M |
| Van eck associates | 1.24M | 2.43% | $7.70M |
| Lpl financial | 1.02M | 2.01% | $6.35M |
| Ubs group | 915.65K | 1.80% | $5.70M |
| Cambridge investment research advisors | 713.83K | 1.41% | $4.45M |
| Callodine capital management, lp | 674.14K | 1.33% | $4.20M |
| Berger financial group | 404.49K | 0.80% | $2.52M |
| Lsv asset management | 387.54K | 0.76% | $2.41M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bulldog investors, llp | 1.54M | 2.11% | $9.58M |
| Redmont wealth advisors | 44.10K | 0.87% | $502.75K |
| Smh capital advisors | 14.60K | 0.36% | $90.96K |
| Legacy wealth managment, llc/id | 121.17K | 0.31% | $754.88K |
| Callodine capital management, lp | 674.14K | 0.27% | $4.20M |
| Adapt wealth advisors | 92.20K | 0.19% | $574.39K |
| Endowment wealth management | 68.50K | 0.17% | $426.78K |
| Alpine global management | 155.63K | 0.16% | $969.61K |
| Virtus investment advisers | 108.06K | 0.16% | $673.22K |
| Berger financial group | 404.49K | 0.13% | $2.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 1.37M | 0.00% | 751.30K |
| Van eck associates | 1.24M | 0.00% | 268.24K |
| Ubs group | 915.65K | 0.00% | 232.65K |
| Diversify advisory services | 128.02K | 0.01% | 128.02K |
| Morgan stanley | 1.27M | 0.00% | 114.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Private advisor group | 62.82K | 0.00% | -797.79K |
| Wealthfront advisers | - | - | -605.15K |
| Wealthplan partners | - | - | -528.46K |
| Acorn financial advisory services inc /adv | - | - | -267.86K |
| Jane street group | - | - | -208.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Financial gravity companies | 78.83K | 0.08% | 78.83K | $491.13K |
| Rmb capital management | 75.45K | 0.01% | 75.45K | $470.07K |
| Oxford asset management llp | 22.68K | 0.07% | 22.68K | $141.27K |
| Squarepoint ops | 20.59K | 0.00% | 20.59K | $128.28K |
| Smh capital advisors | 14.60K | 0.36% | 14.60K | $90.96K |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 140 | -13.58% | 16,091,368 | -5.61% | 31 | 2.99% | 55 | -26.67% | 54 | 3.85% |
| Mar 31, 2026 | 91 | -44.51% | 9,155,093 | -52.84% | 17 | 1.26% | 35 | -53.33% | 29 | -46.30% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Invesco KBW High Dividend Yld Fincl ETF | 1.36M | 2.77% | - |
| VanEck BDC Income ETF | 973.35K | 1.98% | -2.70K |
| Special Opportunities Fund | 909.62K | 1.83% | - |
| Special Opportunities Fund Inc | 909.62K | 1.72% | 10.40K |
| High Income Securities | 626.38K | 1.27% | - |
| iShares Listed Private Eq ETF USD Dist | 195.67K | 0.40% | - |
| BankInvest Børsnoterede Alt. Akk. W | 184.03K | 0.37% | - |
| Alternative Credit Income I | 120.80K | 0.25% | - |
| 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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