Free Trial
→ Elon Warns 'America Will Go Bankrupt'. Trump's Plan Inside. (From American Hartford Gold) (Ad)tc pixel Free CION Stock Alerts

CION Investment (CION) Institutional Ownership

CION Investment logo
$7.02 -0.14 (-1.89%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$7.10 +0.08 (+1.14%)
As of 10/2/2026 07:51 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for CION Investment (NYSE:CION)

Current
Institutional Ownership
Percentage
32.01%
Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$37.72M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$24.13M
Get CION Insider Trade Alerts

Want to know when executives and insiders are buying or selling CION Investment stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CION Institutional Buying and Selling by Quarter

CION Investment Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/1/2026 Doliver Advisors LP19,000$133K0.0%-12.0%0.039%
9/9/2026Engineers Gate Manager LP37,935$236K0.0%+170.2%0.077%
9/9/2026Integrated Wealth Concepts LLC10,106$63K0.0%-22.2%0.021%
9/9/2026RFG Advisory LLC10,230$64K0.0%N/A0.021%
9/9/2026Squarepoint Ops LLC20,590$128K0.0%N/A0.042%
8/26/2026HighTower Advisors LLC10,200$64K0.0%-33.8%0.021%
8/22/2026Hopwood Nicholas Hunter71,233$444K0.1%N/A0.145%
8/22/2026Legacy Wealth Managment LLC ID121,169$755K0.3%-41.8%0.246%
8/22/2026Concurrent Investment Advisors LLC30,842$192K0.0%-24.0%0.063%
8/20/2026Susquehanna International Group LLP10,857$68K0.0%-51.5%0.022%
8/20/2026Sigma Planning Corp200,157$1.25M0.0%-5.4%0.407%
8/19/2026Van ECK Associates Corp1,236,397$7.70M0.0%+27.7%2.513%
8/18/2026Empowered Funds LLC10,781$67K0.0%N/A0.022%
8/17/2026Punch & Associates Investment Management Inc.18,920$118K0.0%N/A0.038%
8/17/2026Bank of America Corp DE169,916$1.06M0.0%N/A0.345%
8/13/2026True Freedom Investing LLC143,122$979K0.1%N/A0.291%
8/10/2026Diversify Advisory Services LLC128,023$768K0.0%N/A0.260%
8/7/2026BlackRock Inc.195,515$1.22M0.0%N/A0.393%
8/7/2026OneDigital Investment Advisors LLC11,731$73K0.0%N/A0.024%
8/7/2026Trivium Point Advisory LLC28,167$175K0.0%N/A0.057%
8/6/2026Global Retirement Partners LLC14,001$87K0.0%N/A0.028%
8/6/2026Focus Partners Advisor Solutions LLC19,229$120K0.0%N/A0.039%
7/10/2026 Doliver Advisors LP21,600$135K0.0%-40.0%0.043%
7/10/2026A&I Financial Services LLC19,510$122K0.1%-21.7%0.039%
7/9/2026Hennion & Walsh Asset Management Inc.290,756$1.81M0.1%-8.4%0.584%
6/16/2026Empowered Funds LLC12,706$87K0.0%N/A0.026%
5/19/2026Bank of America Corp DE55,967$383K0.0%-14.7%0.112%
5/19/2026Arkadios Wealth Advisors335,418$2.29M0.0%-2.3%0.674%
5/18/2026Royal Bank of Canada33,645$230K0.0%+27.7%0.068%
5/18/2026Empowered Funds LLC12,706$87K0.0%N/A0.026%
5/15/2026Callodine Capital Management LP612,388$4.19M0.3%+8.9%1.230%
5/15/2026Punch & Associates Investment Management Inc.14,845$102K0.0%+42.3%0.030%
5/15/2026Entropy Technologies LP15,551$106K0.0%N/A0.031%
5/14/2026Renaissance Technologies LLC271,800$1.86M0.0%+4.2%0.546%
5/13/2026Cetera Investment Advisers122,748$840K0.0%-13.6%0.247%
5/7/2026Legacy Wealth Managment LLC ID208,062$1.42M0.7%-3.3%0.418%
5/6/2026GatePass Capital LLC22,500$154K0.1%-10.0%0.045%
5/6/2026Catalyst Capital Advisors LLC14,600$100K0.0%N/A0.029%
5/6/2026Independent Financial Group LLC44,807$306K0.0%N/A0.089%
5/5/2026BlueChip Wealth Advisors LLC24,676$169K0.1%-40.4%0.049%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad)

A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery.tc pixel

See the ticker behind this Grand Canyon energy breakthrough now
5/5/2026Sigma Planning Corp211,663$1.45M0.0%-24.4%0.419%
5/2/2026Diversify Wealth Management LLC186,522$1.40M0.0%+39.9%0.369%
4/30/2026Kestra Advisory Services LLC299,079$2.05M0.0%+4.6%0.592%
4/28/2026Berger Financial Group Inc406,899$2.78M0.2%-16.1%0.806%
4/27/2026PAX Financial Group LLC11,046$76K0.0%-19.1%0.022%
4/27/2026Private Advisor Group LLC860,616$5.89M0.0%+16.2%1.704%
4/27/2026Y Intercept Hong Kong Ltd37,814$259K0.0%N/A0.075%
4/23/2026Continuum Advisory LLC37,229$255K0.0%-6.0%0.074%
4/22/2026Janney Montgomery Scott LLC75,805$519K0.0%+11.1%0.150%
4/21/2026Silver Oak Securities Incorporated25,688$176K0.0%-8.5%0.051%
4/16/2026Founders Financial Securities LLC36,904$262K0.0%-24.3%0.073%
2/26/2026Alpine Global Management LLC93,836$907K0.2%+5.6%0.180%
2/23/2026Virtu Financial LLC19,921$193K0.0%N/A0.038%
2/19/2026Invesco Ltd.1,256,649$12.15M0.0%+0.7%2.412%
2/18/2026Mercer Global Advisors Inc. ADV13,243$128K0.0%-15.6%0.025%
2/18/2026XTX Topco Ltd31,909$309K0.0%N/A0.061%
2/18/2026nVerses Capital LLC34,892$337K0.8%N/A0.067%
2/18/2026Virtus Investment Advisers LLC74,429$720K0.2%-22.9%0.143%
2/18/2026Tudor Investment Corp ET AL189,494$1.83M0.0%N/A0.364%
2/18/2026Quadrature Capital Ltd40,468$391K0.0%+283.3%0.078%
2/18/2026Millennium Management LLC51,374$497K0.0%+249.6%0.099%
2/18/2026Engineers Gate Manager LP19,203$186K0.0%N/A0.037%
2/17/2026Cetera Investment Advisers142,067$1.37M0.0%-48.0%0.273%
2/17/2026Kovack Advisors Inc.25,349$245K0.0%N/A0.049%
2/17/2026Trexquant Investment LP84,183$814K0.0%-26.1%0.162%
2/17/2026Jump Financial LLC32,013$310K0.0%N/A0.061%
2/17/2026Sherman Porfolios LLC193,758$1.87M0.1%N/A0.372%
2/17/2026Osaic Holdings Inc.195,411$1.89M0.0%-17.2%0.375%
2/17/2026Private Advisor Group LLC740,833$7.16M0.0%+4.5%1.422%
2/17/2026Punch & Associates Investment Management Inc.10,435$101K0.0%N/A0.020%
2/17/2026Royal Bank of Canada26,354$255K0.0%+134.5%0.051%
2/16/2026Mariner LLC13,816$134K0.0%+16.0%0.027%
2/13/2026Kestra Advisory Services LLC286,008$2.77M0.0%-1.1%0.549%
2/13/2026Marshall Wace LLP32,012$310K0.0%N/A0.061%
2/13/2026Beacon Capital Management LLC26,321$255K0.0%-19.6%0.051%
2/13/2026Aviso Wealth Management14,632$142K0.1%-9.6%0.028%
2/13/2026Arkadios Wealth Advisors343,378$3.32M0.1%+1.9%0.659%
2/13/2026Van ECK Associates Corp1,243,866$12.03M0.0%-8.5%2.388%
2/13/2026Dynamic Technology Lab Private Ltd24,787$240K0.1%+47.0%0.048%
2/13/2026Wells Fargo & Company MN102,933$995K0.0%-87.0%0.198%
2/12/2026Advisors Asset Management Inc.292,397$2.83M0.0%+22.4%0.561%
2/12/2026Jane Street Group LLC317,818$3.07M0.0%+406.9%0.610%
2/12/2026Orion Porfolio Solutions LLC14,869$144K0.0%-22.8%0.029%
2/12/2026North Ground Capital1,086,992$10.51M5.2%+8.4%2.087%
2/12/2026Commonwealth Equity Services LLC216,587$2.09M0.0%-16.9%0.416%
2/12/2026Renaissance Technologies LLC260,800$2.52M0.0%-15.2%0.501%
2/12/2026Campbell & CO Investment Adviser LLC27,177$263K0.0%N/A0.052%
2/12/2026Wedbush Securities Inc.34,875$337K0.0%+14.1%0.067%
2/12/2026Great Valley Advisor Group Inc.21,627$209K0.0%+7.5%0.042%
2/12/2026Kovack Advisors Inc.25,348$245K0.0%N/A0.049%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad)

A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery.tc pixel

See the ticker behind this Grand Canyon energy breakthrough now
2/11/2026Janney Montgomery Scott LLC68,216$660K0.0%-21.6%0.131%
2/11/2026Focus Partners Advisor Solutions LLC20,906$202K0.0%-43.9%0.040%
2/11/2026LPL Financial LLC933,985$9.03M0.0%-5.8%1.793%
2/11/2026Closed End Fund Advisors Inc.475,908$4.60M2.7%N/A0.914%
2/11/2026TT Capital Management LLC27,225$263K0.2%-12.8%0.052%
2/11/2026Continuum Advisory LLC39,609$383K0.0%-5.8%0.076%
2/10/2026Founders Financial Securities LLC48,781$472K0.0%+32.2%0.094%
2/10/2026Northwestern Mutual Wealth Management Co.8,872$86K0.0%+183.2%0.017%
2/9/2026Endowment Wealth Management Inc.64,505$624K0.3%+2.8%0.124%
2/6/2026GPS Wealth Strategies Group LLC6,720$65K0.1%-51.8%0.013%


CION Institutional Ownership - Frequently Asked Questions

During the previous two years, 186 institutional investors and hedge funds held shares of CION Investment. The most heavily invested institutionals were Bulldog Investors LLP ($19.19M), Invesco Ltd. ($12.15M), North Ground Capital ($10.51M), LPL Financial LLC ($9.03M), Van ECK Associates Corp ($7.70M), Wealthfront Advisers LLC ($6.90M), and Two Sigma Advisers LP ($6.46M).Learn more on CION Investment's institutional investors.

32.01% of CION Investment's stock is owned by institutional investors. Learn more on CION's institutional investor holdings.

Of the 149 institutional investors that purchased CION Investment's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Invesco Ltd. ($1.39M), International Assets Investment Management LLC ($847.68K), North Ground Capital ($746.29K), Wells Fargo & Company MN ($711.97K), Bulldog Investors LLP ($646.60K), Wealthfront Advisers LLC ($605.15K), and Closed End Fund Advisors Inc. ($475.91K).

Institutional investors have bought a total of 4,439,876 shares in the last 24 months. This purchase volume represents approximately $37.72M in transactions.

Of the 59 institutional investors that sold CION Investment's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($691.17K), Legacy Wealth Managment LLC ID ($239.77K), Pinkerton Wealth LLC ($233.09K), Hennion & Walsh Asset Management Inc. ($197.31K), Cetera Investment Advisers ($150.31K), Van ECK Associates Corp ($115.16K), and Invesco Ltd. ($95.86K).

Institutional investors have sold a total of 2,634,278 shares in the last 24 months. This volume of shares sold represents approximately $24.13M in transactions.


Related Companies

Institutional ownership data for NYSE:CION is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon Warns "America Will Go Bankrupt". Trump's Plan Inside.
National debt just crossed 40 trillion dollars, and Elon Musk says America is 1,000% going to go bankrupt with...
American Hartford Gold | Sponsoredtc pixel
New Chip takes minutes, not days
George Gilder believes today's AI data centers could become tomorrow's typewriters - replaced by a single wafe...
Eagle Publishing | Sponsoredtc pixel
How options let you do more with less capital
Would you rather spend $5,000 buying 100 shares of a $50 stock, or control those same 100 shares for a fractio...
Base Camp Trading | Sponsoredtc pixel
WATCH THIS BEFORE DECEMBER 8th!!
James Altucher says a quiet government filing could reveal Elon Musk's biggest move yet, and almost nobody has...
Paradigm Press | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
If you keep cash in a U.S. bank account… read this NOW
Since 2020, U.S. banks have been required to keep zero percent of deposits on hand, lending out nearly every d...
Banyan Hill Publishing | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
This AI Stock Reminds One Analyst of Early Nvidia
Jeff Brown picked Nvidia in 2016, before shares surged 37,800 percent. Now he's identified another AI company ...
Brownstone Research | Sponsoredtc pixel