Who Owns CION INVT CORP (CION)? -- Institutional Holders (2026-06-30)
172 institutions reported holding $100.5M of CION INVT CORP (CION) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bulldog Investors, LLP ($9.6M), Invesco Ltd. ($8.5M), MORGAN STANLEY ($7.9M), VAN ECK ASSOCIATES CORP ($7.7M), LPL Financial LLC ($6.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Bulldog Investors, LLP | $9.6M | 1.5M | Hold |
| 2 | Invesco Ltd. | $8.5M | 1.4M | Added |
| 3 | MORGAN STANLEY | $7.9M | 1.3M | Added |
| 4 | VAN ECK ASSOCIATES CORP | $7.7M | 1.2M | Added |
| 5 | LPL Financial LLC | $6.3M | 1.0M | Added |
| 6 | UBS Group AG | $5.7M | 915,653 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $4.4M | 713,829 | Trimmed |
| 8 | Callodine Capital Management, LP | $4.2M | 674,138 | Added |
| 9 | Berger Financial Group, Inc | $2.5M | 404,493 | Trimmed |
| 10 | LSV ASSET MANAGEMENT | $2.4M | 387,536 | Hold |
| 11 | Arkadios Wealth Advisors | $2.0M | 322,360 | Trimmed |
| 12 | D. E. Shaw & Co., Inc. | $1.9M | 312,707 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $1.8M | 291,108 | Added |
| 14 | Hennion & Walsh Asset Management, Inc. | $1.8M | 290,756 | Trimmed |
| 15 | Advisors Asset Management, Inc. | $1.8M | 290,200 | Trimmed |
| 16 | RENAISSANCE TECHNOLOGIES LLC | $1.5M | 248,600 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 210,410 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 207,748 | Trimmed |
| 19 | Sigma Planning Corp | $1.2M | 200,157 | Trimmed |
| 20 | BlackRock, Inc. | $1.2M | 195,515 | Trimmed |
| 21 | PINKERTON WEALTH, LLC | $1.1M | 163,035 | Trimmed |
| 22 | BANK OF AMERICA CORP /DE/ | $1.1M | 169,916 | Added |
| 23 | Kestra Advisory Services, LLC | $1.1M | 169,515 | Trimmed |
| 24 | SHERMAN PORFOLIOS, LLC | $978,953 | 143,122 | Hold |
| 25 | Alpine Global Management, LLC | $969,606 | 155,635 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30