Also trades as: CION.TA (TLV) · $vol 0M
CION Institutional Ownership
CION Investment Corporation
1W: +6.3%
1M: -4.4%
3M: +13.2%
YTD: -29.0%
1Y: -25.7%
3Y: -6.2%
5Y: +2.1%
$6.75
+0.17 (+2.58%)
Weekly Expected Move ±4.1%
$6
$6
$6
$7
$7
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $59.7M held by 1 funds, 315 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — CION
172
Institutional Holders
-14 vs prior quarter
0.0%
Ownership
+0.00pp
$98M
Total Invested
14
New Positions
40
Increased
86
Reduced
33
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (198 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bulldog Investors, LLP | 1,538,071 | $10M | — | +0.0% | 19Q | SEC ↗ |
| 2 | Invesco Ltd. | 1,368,725 | $9M | +751,300 | +121.7% | 7Q | SEC ↗ |
| 3 | MORGAN STANLEY | 1,266,950 | $9M | +114,000 | +9.9% | 19Q | SEC ↗ |
| 4 | VAN ECK ASSOCIATES CORP | 1,236,397 | $8M | +268,242 | +27.7% | 15Q | SEC ↗ |
| 5 | LPL Financial LLC | 1,019,029 | $7M | +29,876 | +3.0% | 17Q | SEC ↗ |
| 6 | UBS Group AG | 915,653 | $6M | +232,651 | +34.1% | 19Q | SEC ↗ |
| 7 | Cambridge Investment Research Advisors | 713,829 | $5M | -4,680 | -0.7% | 19Q | SEC ↗ |
| 8 | Callodine Capital Management, LP | 674,138 | $5M | +61,750 | +10.1% | 14Q | SEC ↗ |
| 9 | Berger Financial Group, Inc | 404,493 | $3M | -2,406 | -0.6% | 19Q | SEC ↗ |
| 10 | LSV ASSET MANAGEMENT | 387,536 | $3M | — | +0.0% | 11Q | SEC ↗ |
| 11 | Arkadios Wealth Advisors | 322,360 | $2M | -13,058 | -3.9% | 17Q | SEC ↗ |
| 12 | D. E. Shaw & Co., Inc. | 312,707 | $2M | -35,933 | -10.3% | 3Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 291,108 | $2M | +40,843 | +16.3% | 19Q | SEC ↗ |
| 14 | Hennion & Walsh Asset Management, Inc. | 290,756 | $2M | -26,496 | -8.4% | 14Q | SEC ↗ |
| 15 | Advisors Asset Management, Inc. | 290,200 | $2M | -17,754 | -5.8% | 9Q | SEC ↗ |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 248,600 | $2M | -23,200 | -8.5% | 18Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 210,410 | $1M | +2,024 | +1.0% | 17Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 207,748 | $1M | -10,320 | -4.7% | 19Q | SEC ↗ |
| 19 | Sigma Planning Corp | 200,157 | $1M | -11,506 | -5.4% | 17Q | SEC ↗ |
| 20 | BlackRock, Inc. | 195,515 | $1M | -4,878 | -2.4% | 8Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 169,916 | $1M | +113,949 | +203.6% | 15Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC | 169,515 | $1M | -129,564 | -43.3% | 19Q | SEC ↗ |
| 23 | PINKERTON WEALTH, LLC | 163,035 | $1M | -65,601 | -28.7% | 17Q | SEC ↗ |
| 24 | Alpine Global Management, LLC | 155,635 | $1M | -38,425 | -19.8% | 13Q | SEC ↗ |
| 25 | True Freedom Investing, LLC | 143,122 | $966K | — | +0.0% | 3Q | SEC ↗ |
| 26 | DIVERSIFY WEALTH MANAGEMENT, LLC | 128,023 | $864K | -58,499 | -31.4% | 9Q | SEC ↗ |
| 27 | Diversify Advisory Services, LLC NEW | 128,023 | $864K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Legacy Wealth Managment, LLC/ID | 121,169 | $818K | -86,893 | -41.8% | 8Q | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 113,967 | $769K | -155,759 | -57.7% | 2Q | SEC ↗ |
| 30 | Virtus Investment Advisers, LLC | 108,061 | $729K | +18,653 | +20.9% | 6Q | SEC ↗ |
| 31 | Cetera Investment Advisers | 96,207 | $649K | -26,541 | -21.6% | 19Q | SEC ↗ |
| 32 | ADAPT WEALTH ADVISORS, LLC | 92,197 | $622K | -3,570 | -3.7% | 3Q | SEC ↗ |
| 33 | Apollon Wealth Management, LLC | 87,043 | $588K | +2,809 | +3.3% | 13Q | SEC ↗ |
| 34 | Financial Gravity Asset Management, In | 85,834 | $579K | +61,785 | +256.9% | 3Q | SEC ↗ |
| 35 | Financial Gravity Companies, Inc. NEW | 78,833 | $532K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Janney Montgomery Scott LLC | 76,920 | $519K | +1,115 | +1.5% | 4Q | SEC ↗ |
| 37 | Curi Capital, LLC NEW | 75,452 | $509K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Hopwood Nicholas Hunter | 71,233 | $481K | +2,384 | +3.5% | 3Q | SEC ↗ |
| 39 | AMERIPRISE FINANCIAL INC | 70,563 | $476K | +6,549 | +10.2% | 14Q | SEC ↗ |
| 40 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 70,091 | $473K | — | +0.0% | 15Q | SEC ↗ |
| 41 | ROYAL BANK OF CANADA | 68,994 | $466K | +35,349 | +105.1% | 19Q | SEC ↗ |
| 42 | Endowment Wealth Management, Inc. | 68,503 | $462K | +2,103 | +3.2% | 19Q | SEC ↗ |
| 43 | Apollo Management Holdings, L.P. | 63,263 | $427K | +1 | +0.0% | 15Q | SEC ↗ |
| 44 | Private Advisor Group, LLC | 62,823 | $424K | -797,793 | -92.7% | 19Q | SEC ↗ |
| 45 | INDEPENDENT FINANCIAL GROUP, LLC | 62,627 | $423K | +17,820 | +39.8% | 19Q | SEC ↗ |
| 46 | TWO SIGMA INVESTMENTS, LP | 61,461 | $415K | -54,234 | -46.9% | 17Q | SEC ↗ |
| 47 | AE Wealth Management LLC | 57,839 | $390K | +1,392 | +2.5% | 17Q | SEC ↗ |
| 48 | Campbell & CO Investment Adviser LLC | 53,883 | $364K | -12,430 | -18.7% | 3Q | SEC ↗ |
| 49 | BI Asset Management Fondsmaeglerselska | 38,565 | $260K | -145,461 | -79.0% | 9Q | SEC ↗ |
| 50 | Engineers Gate Manager LP | 37,935 | $256K | +23,897 | +170.2% | 3Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 128,023 | $864K |
| Financial Gravity Companies, Inc. | 78,833 | $532K |
| Curi Capital, LLC | 75,452 | $509K |
| OXFORD ASSET MANAGEMENT LLP | 22,676 | $153K |
| Squarepoint Ops LLC | 20,590 | $139K |
| Global Retirement Partners, LLC | 14,001 | $95K |
| StoneX Group Inc. | 13,313 | $90K |
| SUMMIT WEALTH GROUP LLC / CO | 10,541 | $71K |
| RFG Advisory, LLC | 10,230 | $69K |
| BXM Wealth LLC | 10,190 | $69K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,143 | $21K |
| Russell Investments Group, Ltd. | 2,641 | $18K |
| UMB Bank, n.a. | 2,587 | $17K |
| IFG Advisory, LLC | 2,038 | $14K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 208,273 | $1M |
| TUDOR INVESTMENT CORP ET AL | 189,494 | $1M |
| HighPoint Advisor Group LLC | 162,034 | $1M |
| XTX Topco Ltd | 92,998 | $628K |
| Trexquant Investment LP | 84,183 | $568K |
| CITADEL ADVISORS LLC | 78,454 | $530K |
| North Ground Capital | 75,000 | $506K |
| Jump Financial, LLC | 68,004 | $459K |
| MILLENNIUM MANAGEMENT LLC | 49,474 | $334K |
| Cooper Financial Group | 44,610 | $301K |
| Catalyst Funds Management Pty Ltd | 41,406 | $279K |
| Quadrature Capital Ltd | 40,468 | $273K |
| ACADIAN ASSET MANAGEMENT LLC | 40,419 | $273K |
| nVerses Capital, LLC | 38,781 | $262K |
| Y-Intercept (Hong Kong) Ltd | 37,814 | $255K |
| MARSHALL WACE, LLP | 32,012 | $216K |
| Virtu Financial LLC | 29,074 | $196K |
| Brevan Howard Capital Management LP | 28,067 | $189K |
| Verition Fund Management LLC | 26,809 | $181K |
| Beacon Capital Management, LLC | 26,321 | $178K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | +751,300 | +121.7% | 1,368,725 |
| VAN ECK ASSOCIATES CORP | +268,242 | +27.7% | 1,236,397 |
| UBS Group AG | +232,651 | +34.1% | 915,653 |
| MORGAN STANLEY | +114,000 | +9.9% | 1,266,950 |
| BANK OF AMERICA CORP /DE | +113,949 | +203.6% | 169,916 |
| Financial Gravity Asset Management, | +61,785 | +256.9% | 85,834 |
| Callodine Capital Management, LP | +61,750 | +10.1% | 674,138 |
| OSAIC HOLDINGS, INC. | +40,843 | +16.3% | 291,108 |
| ROYAL BANK OF CANADA | +35,349 | +105.1% | 68,994 |
| LPL Financial LLC | +29,876 | +3.0% | 1,019,029 |
| Engineers Gate Manager LP | +23,897 | +170.2% | 37,935 |
| Virtus Investment Advisers, LLC | +18,653 | +20.9% | 108,061 |
| INDEPENDENT FINANCIAL GROUP, LLC | +17,820 | +39.8% | 62,627 |
| CWM, LLC | +8,896 | +109.4% | 17,026 |
| AMERIPRISE FINANCIAL INC | +6,549 | +10.2% | 70,563 |
| PUNCH & ASSOCIATES INVESTMENT MANAG | +4,075 | +27.5% | 18,920 |
| BNP PARIBAS FINANCIAL MARKETS | +3,600 | +189.3% | 5,502 |
| Apollon Wealth Management, LLC | +2,809 | +3.3% | 87,043 |
| Geneos Wealth Management Inc. | +2,590 | +29.4% | 11,392 |
| Hopwood Nicholas Hunter | +2,384 | +3.5% | 71,233 |