CION

CION Investment Corporation
$6.57-0.35 (-5.13%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.538071125664911e+284B

Total Value

$1.4873121511051191e+184T

% of Float

3.0015722704097786e+287%

Price History

$6.92$8.33$9.73$11.14$12.55Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bulldog Investors, LLP1,538,071$14.9M3.31%Share
2Invesco Ltd.1,256,649$12.2M0.00%Share
3North Ground Capital1,086,992$10.5M5.22%Share
4LPL Financial LLC933,985$9.0M0.00%Share
5VAN ECK ASSOCIATES CORP1,018,713$9.0M0.01%Share
6Private Advisor Group, LLC740,833$7.0M0.03%Share
7Cambridge Investment Research Advisors, Inc.755,768$7.0M0.02%Share
8Alpine Global Management, LLC612,635$5.9M1.01%Share
9Callodine Capital Management, LP562,388$5.4M0.44%Share
10UBS Group AG551,442$5.3M0.00%Share
11Berger Financial Group, Inc485,188$4.7M0.27%Share
12Hennion & Walsh Asset Management, Inc.414,620$4.0M0.14%Share
13Closed-End Fund Advisors, Inc.414,611$4.0M2.37%Share
14TWO SIGMA INVESTMENTS, LP485,483$4.0M0.01%Share
15LSV ASSET MANAGEMENT352,236$3.4M0.01%Share
16BlackRock, Inc.375,759$3.0M0.00%Share
17MORGAN STANLEY401,762$3.0M0.00%Share
18Sigma Planning Corp280,046$2.7M0.07%Share
19PINKERTON WEALTH, LLC228,636$2.2M0.23%Share
20Legacy Wealth Managment, LLC/ID214,056$2.1M0.99%Share
21JANE STREET GROUP, LLC256,812$2.0M0.00%Share
22Advisors Asset Management, Inc.292,397$2.0M0.03%Share
23COMMONWEALTH EQUITY SERVICES, LLC216,587$2.0M0.00%Share
24ENVESTNET ASSET MANAGEMENT INC233,110$2.0M0.00%Share
25RENAISSANCE TECHNOLOGIES LLC260,800$2.0M0.00%Share
26Arkadios Wealth Advisors270,581$2.0M0.04%Share
27Kestra Advisory Services, LLC286,008$2.0M0.01%Share
28VAN ECK ASSOCIATES CORP225,153$2.0M0.00%Share
29SHERMAN PORFOLIOS, LLC193,758$1.9M0.13%Share
30HighPoint Advisor Group LLC162,034$1.6M0.07%Share
31DIVERSIFY WEALTH MANAGEMENT, LLC133,315$1.3M0.06%Share
32NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO23,140$1.1M0.00%Share
33TWO SIGMA ADVISERS, LP198,200$1.0M0.00%Share
34CITADEL ADVISORS LLC133,837$1.0M0.00%Share
35JPMORGAN CHASE & CO168,668$1.0M0.00%Share
36TUDOR INVESTMENT CORP ET AL189,494$1.0M0.00%Share
37Cetera Investment Advisers142,067$1.0M0.00%Share
38RAYMOND JAMES FINANCIAL INC162,045$1.0M0.00%Share
39BI Asset Management Fondsmaeglerselskab A/S184,026$1.0M0.01%Share
40OSAIC HOLDINGS, INC.175,123$1.0M0.00%Share
41OneDigital Investment Advisors LLC178,764$1.0M0.01%Share
42ADAPT WEALTH ADVISORS, LLC97,818$945K0.33%Share
43Trexquant Investment LP84,183$814K0.01%Share
44Apollon Wealth Management, LLC83,184$804K0.01%Share
45Virtus Investment Advisers, LLC74,429$719K0.20%Share
46INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC70,091$677K0.05%Share
47Endowment Wealth Management, Inc.64,505$623K0.29%Share
48Apollo Management Holdings, L.P.63,262$611K0.01%Share
49Closed-End Fund Advisors, Inc.61,297$592K0.35%Share
50AE Wealth Management LLC54,724$529K0.00%Share