CION Invt Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 02/13/2026 | 1.54 M | $14.87 M | 0.00% | 2.95% |
| INVESCO LTD. | 02/19/2026 | 1.26 M | $12.15 M | 0.75% | 2.41% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 1.24 M | $12.03 M | -8.47% | 2.39% |
| NORTH GROUND CAPITAL | 02/12/2026 | 1.09 M | $10.51 M | 8.40% | 2.09% |
| LPL FINANCIAL LLC | 02/11/2026 | 933.99 K | $9.03 M | -5.79% | 1.79% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 755.77 K | $7.31 M | -5.34% | 1.45% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 740.83 K | $7.16 M | 4.50% | 1.42% |
| CALLODINE CAPITAL MANAGEMENT, LP | 02/13/2026 | 562.39 K | $5.44 M | 0.00% | 1.08% |
| UBS GROUP AG | 01/29/2026 | 556.35 K | $5.38 M | -3.08% | 1.07% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 485.48 K | $4.69 M | 104.21% | 0.93% |
| BERGER FINANCIAL GROUP, INC | 01/27/2026 | 485.19 K | $4.69 M | 0.06% | 0.93% |
| 02/11/2026 | 475.91 K | $4.60 M | 100.00% | 0.91% | |
| MORGAN STANLEY | 02/13/2026 | 453.79 K | $4.39 M | -1.55% | 0.87% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 414.62 K | $4.01 M | -19.61% | 0.80% |
| BLACKROCK, INC. | 02/12/2026 | 375.76 K | $3.63 M | -2.70% | 0.72% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 352.24 K | $3.41 M | 88.77% | 0.68% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 343.38 K | $3.32 M | 1.86% | 0.66% |
| JANE STREET GROUP, LLC | 02/12/2026 | 317.82 K | $3.07 M | 406.86% | 0.61% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 292.40 K | $2.83 M | 22.43% | 0.56% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 286.01 K | $2.77 M | -1.14% | 0.55% |
| SIGMA PLANNING CORP | 01/30/2026 | 280.05 K | $2.71 M | 1.08% | 0.54% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 260.80 K | $2.52 M | -15.19% | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 233.11 K | $2.25 M | 3.00% | 0.45% |
| PINKERTON RETIREMENT SPECIALISTS, LLC | 02/06/2026 | 228.64 K | $2.21 M | -38.10% | 0.44% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 216.59 K | $2.09 M | -16.91% | 0.42% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 02/03/2026 | 215.21 K | $2.08 M | -40.38% | 0.41% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 198.20 K | $1.92 M | -40.41% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 195.41 K | $1.89 M | -17.20% | 0.38% |
| 02/17/2026 | 193.76 K | $1.87 M | 100.00% | 0.37% | |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 189.49 K | $1.83 M | 100.00% | 0.36% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/11/2026 | 184.03 K | $1.78 M | 0.00% | 0.35% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 178.76 K | $1.73 M | -1.84% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 171.52 K | $1.66 M | 3.65% | 0.33% |
| JPMORGAN CHASE & CO | 02/11/2026 | 171.36 K | $1.66 M | 500.63% | 0.33% |
| HIGHPOINT ADVISOR GROUP LLC | 02/04/2026 | 162.03 K | $1.57 M | 2.75% | 0.31% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 142.07 K | $1.37 M | -47.97% | 0.27% |
| CITADEL ADVISORS LLC | 02/17/2026 | 133.84 K | $1.29 M | 100.00% | 0.26% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 02/03/2026 | 133.32 K | $1.25 M | 8.22% | 0.26% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 102.93 K | $995.36 K | -87.04% | 0.20% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 99.53 K | $962.47 K | 100.00% | 0.19% |
| ADAPT WEALTH ADVISORS, LLC | 02/10/2026 | 97.82 K | $945.90 K | 100.00% | 0.19% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/26/2026 | 93.84 K | $907.39 K | 5.63% | 0.18% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 84.18 K | $814.05 K | -26.09% | 0.16% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 83.18 K | $804.39 K | 23.65% | 0.16% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 74.43 K | $719.73 K | -22.94% | 0.14% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 70.09 K | $677.78 K | -38.94% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 68.22 K | $660.00 K | -21.61% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 65.60 K | $634.30 K | -25.71% | 0.13% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 02/09/2026 | 64.51 K | $623.76 K | 2.76% | 0.12% |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 02/17/2026 | 63.26 K | $611.75 K | 0.00% | 0.12% |
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CION Invt Corp institutional Ownership - FAQ's
During the previous two years, 216 institutional investors and hedge funds held shares of CION Invt Corp. The most heavily invested institutionals were:
Private Advisor Group, LLC: 860,616
Cambridge Investment Research Advisors, Inc.: 718,509
UBS Group AG: 683,002
Berger Financial Group, Inc: 406,899
Kestra Advisory Services, LLC: 299,079
Pinkerton Retirement Specialists, LLC: 228,636
37.28% of CION Invt Corp stock is owned by institutional investors.
Institutional investors have bought a total of 20.30 M shares in the last 24 months. This purchase volume represents approximately $158.16 M in transactions.