Who Owns CION (CION)? -- Institutional Holders (2026-06-30)

172 institutions reported holding $100.5M of CION (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.

RankInstitutionValueSharesChange
1Bulldog Investors, LLP$9.6M1.5MHold
2Invesco Ltd.$8.5M1.4MAdded
3MORGAN STANLEY$7.9M1.3MAdded
4VAN ECK ASSOCIATES CORP$7.7M1.2MAdded
5LPL Financial LLC$6.3M1.0MAdded
6UBS Group AG$5.7M915,653Added
7Cambridge Investment Research Advisors, Inc.$4.4M713,829Trimmed
8Callodine Capital Management, LP$4.2M674,138Added
9Berger Financial Group, Inc$2.5M404,493Trimmed
10LSV ASSET MANAGEMENT$2.4M387,536Hold
11Arkadios Wealth Advisors$2.0M322,360Trimmed
12D. E. Shaw & Co., Inc.$1.9M312,707Trimmed
13OSAIC HOLDINGS, INC.$1.8M291,108Added
14Hennion & Walsh Asset Management, Inc.$1.8M290,756Trimmed
15Advisors Asset Management, Inc.$1.8M290,200Trimmed
16RENAISSANCE TECHNOLOGIES LLC$1.5M248,600Trimmed
17ENVESTNET ASSET MANAGEMENT INC$1.3M210,410Added
18COMMONWEALTH EQUITY SERVICES, LLC$1.3M207,748Trimmed
19Sigma Planning Corp$1.2M200,157Trimmed
20BlackRock, Inc.$1.2M195,515Trimmed
21PINKERTON WEALTH, LLC$1.1M163,035Trimmed
22BANK OF AMERICA CORP /DE/$1.1M169,916Added
23Kestra Advisory Services, LLC$1.1M169,515Trimmed
24SHERMAN PORFOLIOS, LLC$978,953143,122Hold
25Alpine Global Management, LLC$969,606155,635Trimmed

Source: SEC Form 13F filings · as of 2026-06-30