Who owns CION Investment Corp?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CION from SEC Form 13F filings across 139 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 139 institutions disclosed 16.1M shares of CION Investment Corp worth $92.6M — about 32.4% of shares outstanding; the largest disclosed holder is Bulldog Investors, LLP. Source: SEC Form 13F filings, parsed by EvidInvest.
139
13F holders
$92.6M
value, 2026 filers
32.4%
of shares outstanding (16.1M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CION's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Bulldog Investors, LLP | 1.5M | $9.6M | 2.1% | 3.1% | 0.0% |
| 2 | Invesco Ltd. | 1.4M | $8.5M | 0.0% | 2.8% | +121.7% |
| 3 | MORGAN STANLEY | 1.3M | $7.9M | 0.0% | 2.6% | +9.9% |
| 4 | VAN ECK ASSOCIATES CORP | 1.2M | $7.7M | 0.0% | 2.5% | +27.7% |
| 5 | LPL Financial LLC | 1.0M | $6.3M | 0.0% | 2.1% | +3.0% |
| 6 | UBS Group AG | 915,653 | $5.7M | 0.0% | 1.8% | +34.1% |
| 7 | Cambridge Investment Research Advisors, Inc. | 713,829 | $4,447 | 0.0% | 1.4% | -0.7% |
| 8 | Callodine Capital Management, LP | 674,138 | $4.2M | 0.3% | 1.4% | +10.1% |
| 9 | Berger Financial Group, Inc | 404,493 | $2.5M | 0.1% | 0.8% | -0.6% |
| 10 | LSV ASSET MANAGEMENT | 387,536 | $2,414 | 0.0% | 0.8% | 0.0% |
| 11 | Arkadios Wealth Advisors | 322,360 | $2.0M | 0.0% | 0.6% | -3.9% |
| 12 | D. E. Shaw & Co., Inc. | 312,707 | $1.9M | 0.0% | 0.6% | -10.3% |
| 13 | OSAIC HOLDINGS, INC. | 291,108 | $1.8M | 0.0% | 0.6% | +16.3% |
| 14 | Hennion & Walsh Asset Management, Inc. | 290,756 | $1.8M | 0.1% | 0.6% | -8.4% |
| 15 | Advisors Asset Management, Inc. | 290,200 | $1.8M | 0.0% | 0.6% | -5.8% |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 248,600 | $1.5M | 0.0% | 0.5% | -8.5% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 210,410 | $1.3M | 0.0% | 0.4% | +1.0% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 207,748 | $1.3M | 0.0% | 0.4% | -4.7% |
| 19 | Sigma Planning Corp | 200,157 | $1.2M | 0.0% | 0.4% | -5.4% |
| 20 | BlackRock, Inc. | 195,515 | $1.2M | 0.0% | 0.4% | -2.4% |
| 21 | BANK OF AMERICA CORP /DE/ | 169,916 | $1.1M | 0.0% | 0.3% | +203.6% |
| 22 | Kestra Advisory Services, LLC | 169,515 | $1.1M | 0.0% | 0.3% | -43.3% |
| 23 | PINKERTON WEALTH, LLC | 163,035 | $1.1M | 0.1% | 0.3% | -28.7% |
| 24 | Alpine Global Management, LLC | 155,635 | $969,606 | 0.2% | 0.3% | -19.8% |
| 25 | True Freedom Investing, LLC | 143,122 | $978,953 | 0.1% | 0.3% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.