Skip to main content

CION Investment Corp

CION
Exchange
NYSE
SEC CIK
0001534254

No open-market purchases or sales by CION Investment Corp insiders were filed in the last 90 days; 138 institutions reported holding it in 13F filings for Q2 2026, worth $100.4M in total; no superinvestor holds it.

Other share classesCICBCICC

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Q3 2026 vs. Q2 2026

How the institutions holding CION Investment Corp changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of CION: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders13813710
Shares16.1M16.1M19.0K−2.60K (−12.0%)
Value$100.4M$100.2M$133.4K−$1.19K (−0.9%)

137 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (0)

Institutions that held CION Investment Corp at the end of Q3 2026 but not at the end of Q2 2026.

None.

Sold out (0)

Institutions that held CION Investment Corp at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (137)

Institutions that held CION Investment Corp at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 137 by value.

Institutions holding CION in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Bulldog Investors, LLP1,538,071$9.58M
Invesco Ltd.1,368,725$8.53M
Morgan Stanley1,266,950$7.89M
Van Eck Associates Corp1,236,397$7.70M
LPL Financial LLC1,019,029$6.35M
UBS Group AG915,653$5.70M
Cambridge Investment Research Advisors, Inc.713,829$4.45M
Callodine Capital Management, LP674,138$4.20M
Berger Financial Group, Inc404,493$2.52M
LSV Asset Management387,536$2.41M
Arkadios Wealth Advisors322,360$2.01M
D. E. Shaw & Co., Inc.312,707$1.95M
Advisor Group Holdings, Inc.291,108$1.81M
Hennion & Walsh Asset Management, Inc.290,756$1.81M
Advisors Asset Management, Inc.290,200$1.81M
Renaissance Technologies LLC248,600$1.55M
Envestnet Asset Management Inc210,410$1.31M
Commonwealth Equity Services, LLC207,748$1.29M
Sigma Planning Corp200,157$1.25M
BlackRock, Inc.195,515$1.22M
Pinkerton Retirement Specialists, LLC163,035$1.12M
Bank of America Corp169,916$1.06M
Kestra Advisory Services, LLC169,515$1.06M
Sherman Porfolios, LLC143,122$979.0K
Alpine Global Management, LLC155,635$969.6K
Diversify Advisory Services, LLC128,023$768.3K
Diversify Wealth Management, LLC128,023$768.3K
Legacy Wealth Managment, LLC121,169$754.9K
Qube Research & Technologies Ltd113,967$710.0K
Virtus Investment Advisers, Inc.108,061$673.2K
Cetera Investment Advisers96,207$599.4K
Adapt Wealth Advisors, LLC92,197$574.4K
Apollon Wealth Management, LLC87,043$542.3K
Financial Gravity Companies, Inc.78,833$491.1K
Janney Montgomery Scott LLC76,920$479.0K
RMB Capital Management, LLC75,452$470.1K
International Assets Investment Management, LLC70,091$451.3K
Hopwood Nicholas Hunter71,233$443.8K
Ameriprise Financial Inc70,563$439.6K
Royal Bank of Canada68,994$430.0K
Endowment Wealth Management, Inc.68,503$426.8K
Apollo Management Holdings, L.P.63,263$394.1K
Private Advisor Group, LLC62,823$391.4K
Independent Financial Group, LLC62,627$390.2K
Two Sigma Investments, LP61,461$382.9K
AE Wealth Management LLC57,839$360.3K
Campbell & CO Investment Adviser LLC53,883$335.7K
BI Asset Management Fondsmaeglerselskab A/S38,565$240.0K
Engineers Gate Manager LP37,935$236.3K
Wedbush Securities Inc37,475$233.0K
Continuum Advisory, LLC37,229$231.9K
Founders Financial Securities LLC36,904$229.9K
Closed-End Fund Advisors, Inc.34,430$214.5K
Strategic Blueprint, LLC34,177$212.9K
Symmetry Partners, LLC33,214$206.9K
Concurrent Investment Advisors, LLC30,842$192.1K
Creative Planning30,679$191.1K
Raymond James Financial Inc30,327$188.9K
Koshinski Asset Management, Inc.29,440$183.4K
Founders Financial Alliance, LLC28,913$180.1K
Paradigm Financial Partners, LLC28,167$175.5K
Kovack Advisors, Inc.25,671$166.3K
TT Capital Management LLC25,312$157.7K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC24,806$154.5K
Winton Group Ltd24,300$151.4K
United Advisor Group, LLC24,085$150.1K
IHT Wealth Management, LLC23,242$144.8K
Oxford Asset Management LLP22,676$141.3K
GatePass Capital, LLC22,500$140.2K
Great Valley Advisor Group, Inc.22,299$138.8K
Cerity Partners LLC21,864$136.2K
Silver Oak Securities, Inc20,973$130.7K
BlueChip Wealth Advisors LLC20,594$128.3K
Squarepoint Ops LLC20,590$128.3K
Harbour Investments, Inc.20,062$125.0K
Golden State Wealth Management, LLC20,045$124.9K
SWMG, LLC19,374$124.4K
A&I Financial Services, LLC19,510$121.5K
Buckingham Strategic Partners19,229$119.8K
Punch & Associates Investment Management, Inc.18,920$117.9K
Kestra Private Wealth Services, LLC17,351$108.1K
Legacy Advisors, LLC17,000$105.9K
Wealthspire Advisors, LLC16,687$104.0K
Entropy Technologies, LP14,716$91.7K
SMH Capital Advisors Inc14,600$91.0K
Catalyst Capital Advisors LLC14,600$91.0K
Kingswood Wealth Advisors, LLC14,466$90.1K
StoneX Group Inc.13,313$89.0K
Global Retirement Partners, LLC14,001$87.2K
Belpointe Asset Management LLC13,233$82.4K
Mariner, LLC13,115$81.7K
Western Wealth Management, LLC13,068$81.4K
Merit Financial Group, LLC12,630$78.7K
Triumph Capital Management12,628$78.7K
BridgePort Financial Solutions, LLC12,233$76.2K
Colony Group, LLC12,150$75.7K
Aviso Wealth Management12,080$75.3K
Resources Investment Advisors, LLC.11,731$73.1K
First Heartland Consultants, Inc.11,653$72.6K
Geneos Wealth Management Inc.11,392$71.0K