CION Invt Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 05/08/2026 | 1.54 M | $10.52 M | 0.00% | 2.94% |
| MORGAN STANLEY | 05/15/2026 | 1.15 M | $7.89 M | 154.07% | 2.20% |
| LPL FINANCIAL LLC | 05/06/2026 | 989.15 K | $6.77 M | 5.91% | 1.89% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 968.16 K | $6.62 M | -22.17% | 1.85% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 860.62 K | $5.89 M | 16.17% | 1.64% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 718.51 K | $4.92 M | -4.93% | 1.37% |
| UBS GROUP AG | 05/05/2026 | 683.00 K | $4.67 M | 22.76% | 1.30% |
| INVESCO LTD. | 05/12/2026 | 617.43 K | $4.22 M | -50.87% | 1.18% |
| CALLODINE CAPITAL MANAGEMENT, LP | 05/15/2026 | 612.39 K | $4.19 M | 8.89% | 1.17% |
| BERGER FINANCIAL GROUP, INC | 04/28/2026 | 406.90 K | $2.78 M | -16.14% | 0.78% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 387.54 K | $2.65 M | 10.02% | 0.74% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 348.64 K | $2.38 M | 250.28% | 0.67% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 335.42 K | $2.29 M | -2.32% | 0.64% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 317.25 K | $2.17 M | -23.48% | 0.61% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 307.95 K | $2.11 M | 5.32% | 0.59% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 299.08 K | $2.05 M | 4.57% | 0.57% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 271.80 K | $1.86 M | 4.22% | 0.52% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 269.73 K | $1.84 M | 100.00% | 0.52% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 250.27 K | $1.71 M | 28.07% | 0.48% |
| PINKERTON RETIREMENT SPECIALISTS, LLC | 04/09/2026 | 228.64 K | $2.21 M | 0.00% | 0.44% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 218.07 K | $1.49 M | 0.68% | 0.42% |
| SIGMA PLANNING CORP | 05/04/2026 | 211.66 K | $1.45 M | -24.42% | 0.40% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 208.39 K | $1.43 M | -10.61% | 0.40% |
| JANE STREET GROUP, LLC | 05/12/2026 | 208.27 K | $1.42 M | -34.47% | 0.40% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 05/07/2026 | 208.06 K | $1.42 M | -3.32% | 0.40% |
| BLACKROCK, INC. | 05/13/2026 | 200.39 K | $1.37 M | -46.67% | 0.38% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 194.06 K | $1.33 M | 106.81% | 0.37% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 05/01/2026 | 186.52 K | $1.40 M | 39.91% | 0.36% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 04/16/2026 | 184.03 K | $1.26 M | 0.00% | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 176.08 K | $1.20 M | 2.66% | 0.34% |
| 05/13/2026 | 143.12 K | $978.95 K | -26.13% | 0.27% | |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 140.14 K | $958.56 K | -21.61% | 0.27% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 122.75 K | $839.59 K | -13.60% | 0.23% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 115.70 K | $791.35 K | -76.17% | 0.22% |
| ADAPT WEALTH ADVISORS, LLC | 05/11/2026 | 95.77 K | $655.05 K | -2.10% | 0.18% |
| XTX TOPCO LTD | 05/15/2026 | 93.00 K | $636.11 K | 191.45% | 0.18% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 89.41 K | $611.55 K | 20.13% | 0.17% |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 05/08/2026 | 85.83 K | $587.11 K | 256.91% | 0.16% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 84.23 K | $576.16 K | 1.26% | 0.16% |
| CITADEL ADVISORS LLC | 05/15/2026 | 78.45 K | $536.63 K | -41.38% | 0.15% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 75.81 K | $519.00 K | 11.13% | 0.14% |
| NORTH GROUND CAPITAL | 05/11/2026 | 75.00 K | $513.00 K | -93.10% | 0.14% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 70.09 K | $475.76 K | 0.00% | 0.13% |
| JUMP FINANCIAL, LLC | 05/14/2026 | 68.00 K | $465.15 K | 112.43% | 0.13% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 05/08/2026 | 66.40 K | $454.17 K | 2.94% | 0.13% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 05/15/2026 | 66.31 K | $453.58 K | 144.00% | 0.13% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 64.01 K | $437.86 K | 25.09% | 0.12% |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 05/15/2026 | 63.26 K | $432.72 K | 0.00% | 0.12% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 56.45 K | $386.10 K | 3.15% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 55.97 K | $382.81 K | -14.68% | 0.11% |
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CION Invt Corp institutional Ownership - FAQ's
During the previous two years, 208 institutional investors and hedge funds held shares of CION Invt Corp. The most heavily invested institutionals were:
Bulldog Investors, LLP: 1.54 M
MORGAN STANLEY: 1.15 M
LPL Financial LLC: 989,153
VAN ECK ASSOCIATES CORP: 968,155
Private Advisor Group, LLC: 860,616
Cambridge Investment Research Advisors, Inc.: 718,509
32.55% of CION Invt Corp stock is owned by institutional investors.
Institutional investors have bought a total of 18.39 M shares in the last 24 months. This purchase volume represents approximately $143.29 M in transactions.