CION Invt Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 08/14/2026 | 1.54 M | $9.58 M | 0.00% | 3.10% |
| INVESCO LTD. | 08/14/2026 | 1.37 M | $8.53 M | 121.68% | 2.76% |
| MORGAN STANLEY | 08/13/2026 | 1.27 M | $7.89 M | 9.89% | 2.55% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 1.24 M | $7.70 M | 27.71% | 2.49% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.02 M | $6.35 M | 3.02% | 2.05% |
| UBS GROUP AG | 08/13/2026 | 915.65 K | $5.70 M | 34.06% | 1.84% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 713.83 K | $4.45 M | -0.65% | 1.44% |
| CALLODINE CAPITAL MANAGEMENT, LP | 08/14/2026 | 674.14 K | $4.20 M | 10.08% | 1.36% |
| BERGER FINANCIAL GROUP, INC | 08/04/2026 | 404.49 K | $2.52 M | -0.59% | 0.81% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 387.54 K | $2.41 M | 0.00% | 0.78% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 322.36 K | $2.01 M | -3.89% | 0.65% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 312.71 K | $1.95 M | -10.31% | 0.63% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 291.11 K | $1.81 M | 16.32% | 0.59% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 290.76 K | $1.81 M | -8.35% | 0.59% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 290.20 K | $1.81 M | -5.77% | 0.58% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 248.60 K | $1.55 M | -8.54% | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 210.41 K | $1.31 M | 0.97% | 0.42% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 207.75 K | $1.29 M | -4.73% | 0.42% |
| SIGMA PLANNING CORP | 08/07/2026 | 200.16 K | $1.25 M | -5.44% | 0.40% |
| BLACKROCK, INC. | 08/07/2026 | 195.52 K | $1.22 M | -2.43% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 169.92 K | $1.06 M | 203.60% | 0.34% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 169.52 K | $1.06 M | -43.32% | 0.34% |
| PINKERTON RETIREMENT SPECIALISTS, LLC | 07/30/2026 | 163.04 K | $1.12 M | -28.69% | 0.33% |
| ALPINE GLOBAL MANAGEMENT, LLC | 08/14/2026 | 155.64 K | $969.61 K | -19.80% | 0.31% |
| TRUE FREEDOM INVESTING, LLC | 08/12/2026 | 143.12 K | $978.95 K | 0.00% | 0.29% |
| DIVERSIFY ADVISORY SERVICES, LLC | 08/10/2026 | 128.02 K | $768.29 K | 100.00% | 0.26% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 07/30/2026 | 128.02 K | $768.29 K | -31.36% | 0.26% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 08/13/2026 | 121.17 K | $754.88 K | -41.76% | 0.24% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 113.97 K | $710.01 K | -57.75% | 0.23% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/11/2026 | 108.06 K | $673.22 K | 20.86% | 0.22% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 96.21 K | $599.37 K | -21.62% | 0.19% |
| ADAPT WEALTH ADVISORS, LLC | 08/12/2026 | 92.20 K | $574.39 K | -3.73% | 0.19% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 87.04 K | $542.28 K | 3.33% | 0.18% |
| FINANCIAL GRAVITY COMPANIES, INC. | 08/05/2026 | 78.83 K | $491.13 K | 100.00% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 76.92 K | $479.00 K | 1.47% | 0.15% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 75.45 K | $470.07 K | 100.00% | 0.15% |
| HOPWOOD NICHOLAS HUNTER | 08/14/2026 | 71.23 K | $443.79 K | 3.46% | 0.14% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 70.56 K | $439.61 K | 10.23% | 0.14% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 70.09 K | $451.31 K | 0.00% | 0.14% |
| ROYAL BANK OF CANADA | 08/14/2026 | 68.99 K | $430.00 K | 105.06% | 0.14% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 08/06/2026 | 68.50 K | $426.78 K | 3.17% | 0.14% |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 08/14/2026 | 63.26 K | $394.13 K | 0.00% | 0.13% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 62.82 K | $391.39 K | -92.70% | 0.13% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 62.63 K | $390.17 K | 39.77% | 0.13% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 61.46 K | $382.90 K | -46.88% | 0.12% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 57.84 K | $360.34 K | 2.47% | 0.12% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 08/03/2026 | 53.88 K | $335.69 K | -18.74% | 0.11% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 08/10/2026 | 38.57 K | $240.00 K | -79.04% | 0.08% |
| ENGINEERS GATE MANAGER LP | 08/14/2026 | 37.94 K | $236.34 K | 170.23% | 0.08% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 37.48 K | $233.00 K | 3.59% | 0.08% |
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CION Invt Corp institutional Ownership - FAQ's
During the previous two years, 206 institutional investors and hedge funds held shares of CION Invt Corp. The most heavily invested institutionals were:
Bulldog Investors, LLP: 1.54 M
Invesco Ltd.: 1.37 M
MORGAN STANLEY: 1.27 M
VAN ECK ASSOCIATES CORP: 1.24 M
LPL Financial LLC: 1.02 M
UBS Group AG: 915,653
32.40% of CION Invt Corp stock is owned by institutional investors.
Institutional investors have bought a total of 17.67 M shares in the last 24 months. This purchase volume represents approximately $137.69 M in transactions.