Who Holds CION Investment Corp (CION)? 138 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 138 holders, $93 million in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| Bulldog Investors, LLP | 1,538,071 | $10 million | +0% | 13F |
| Invesco Ltd. | 1,368,725 | $9 million | +122% | 13F |
| MORGAN STANLEY | 1,266,950 | $8 million | +10% | 13F |
| VAN ECK ASSOCIATES CORP | 1,236,397 | $8 million | +28% | 13F |
| LPL Financial LLC | 1,019,029 | $6 million | +3% | 13F |
| UBS Group AG | 915,653 | $6 million | +34% | 13F |
| Callodine Capital Management, LP | 674,138 | $4 million | +10% | 13F |
| Berger Financial Group, Inc | 404,493 | $3 million | -1% | 13F |
| Arkadios Wealth Advisors | 322,360 | $2 million | -4% | 13F |
| D. E. Shaw & Co., Inc. | 312,707 | $2 million | -10% | 13F |
| OSAIC HOLDINGS, INC. | 291,108 | $2 million | +16% | 13F |
| Hennion & Walsh Asset Management, Inc. | 290,756 | $2 million | -8% | 13F |
| Advisors Asset Management, Inc. | 290,200 | $2 million | -6% | 13F |
| RENAISSANCE TECHNOLOGIES LLC | 248,600 | $2 million | -9% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 210,410 | $1 million | +1% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC | 207,748 | $1 million | -5% | 13F |
| Sigma Planning Corp | 200,157 | $1 million | -5% | 13F |
| BlackRock, Inc. | 195,515 | $1 million | -2% | 13F |
| PINKERTON WEALTH, LLC | 163,035 | $1 million | -29% | 13F |
| BANK OF AMERICA CORP /DE/ | 169,916 | $1 million | +204% | 13F |
| Kestra Advisory Services, LLC | 169,515 | $1 million | -43% | 13F |
| True Freedom Investing, LLC | 143,122 | $978,953 | +0% | 13F |
| Alpine Global Management, LLC | 155,635 | $969,606 | -20% | 13F |
| Diversify Advisory Services, LLC | 128,023 | $768,290 | New | 13F |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 128,023 | $768,290 | -31% | 13F |
| Legacy Wealth Managment, LLC/ID | 121,169 | $754,883 | -42% | 13F |
| Qube Research & Technologies Ltd | 113,967 | $710,014 | -58% | 13F |
| Virtus Investment Advisers, LLC | 108,061 | $673,220 | +21% | 13F |
| Cetera Investment Advisers | 96,207 | $599,367 | -22% | 13F |
| ADAPT WEALTH ADVISORS, LLC | 92,197 | $574,387 | -4% | 13F |
| Apollon Wealth Management, LLC | 87,043 | $542,278 | +3% | 13F |
| Financial Gravity Companies, Inc. | 78,833 | $491,127 | New | 13F |
| Curi Capital, LLC | 75,452 | $470,066 | New | 13F |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 70,091 | $451,308 | +0% | 13F |
| Hopwood Nicholas Hunter | 71,233 | $443,785 | +3% | 13F |
| AMERIPRISE FINANCIAL INC | 70,563 | $439,608 | +10% | 13F |
| ROYAL BANK OF CANADA | 68,994 | $430,000 | +105% | 13F |
| Endowment Wealth Management, Inc. | 68,503 | $426,776 | +3% | 13F |
| Apollo Management Holdings, L.P. | 63,263 | $394,125 | +0% | 13F |
| Private Advisor Group, LLC | 62,823 | $391,389 | -93% | 13F |
| INDEPENDENT FINANCIAL GROUP, LLC | 62,627 | $390,169 | +40% | 13F |
| TWO SIGMA INVESTMENTS, LP | 61,461 | $382,902 | -47% | 13F |
| AE Wealth Management LLC | 57,839 | $360,337 | +2% | 13F |
| Campbell & CO Investment Adviser LLC | 53,883 | $335,691 | -19% | 13F |
| Engineers Gate Manager LP | 37,935 | $236,335 | +170% | 13F |
| Continuum Advisory, LLC | 37,229 | $231,937 | +0% | 13F |
| FOUNDERS FINANCIAL SECURITIES LLC | 36,904 | $229,912 | +0% | 13F |
| Closed-End Fund Advisors, Inc. | 34,430 | $214,499 | +0% | 13F |
| Strategic Blueprint, LLC | 34,177 | $212,925 | -5% | 13F |
| Symmetry Partners, LLC | 33,214 | $206,923 | +0% | 13F |
| Concurrent Investment Advisors, LLC | 30,842 | $192,146 | -24% | 13F |
| Creative Planning | 30,679 | $191,128 | +1% | 13F |
| RAYMOND JAMES FINANCIAL INC | 30,327 | $188,937 | -83% | 13F |
| Koshinski Asset Management, Inc. | 29,440 | $183,411 | +0% | 13F |
| Founders Financial Alliance, LLC | 28,913 | $180,126 | -2% | 13F |
| Trivium Point Advisory, LLC | 28,167 | $175,480 | -33% | 13F |
| Kovack Advisors, Inc. | 25,671 | $166,309 | +4% | 13F |
| TT Capital Management LLC | 25,312 | $157,696 | -2% | 13F |
| Avior Wealth Management, LLC | 24,806 | $154,541 | +0% | 13F |
| WINTON GROUP Ltd | 24,300 | $151,389 | -4% | 13F |
| United Advisor Group, LLC | 24,085 | $150,050 | +0% | 13F |
| IHT Wealth Management, LLC | 23,242 | $144,797 | -9% | 13F |
| OXFORD ASSET MANAGEMENT LLP | 22,676 | $141,271 | New | 13F |
| GatePass Capital, LLC | 22,500 | $140,175 | +0% | 13F |
| GREAT VALLEY ADVISOR GROUP, INC. | 22,299 | $138,772 | +4% | 13F |
| Cerity Partners LLC | 21,864 | $136,213 | -3% | 13F |
| DOLIVER ADVISORS, LP | 21,600 | $134,568 | -40% | 13F |
| SILVER OAK SECURITIES, INCORPORATED | 20,973 | $130,660 | -18% | 13F |
| BlueChip Wealth Advisors LLC | 20,594 | $128,303 | -17% | 13F |
| Squarepoint Ops LLC | 20,590 | $128,276 | New | 13F |
| HARBOUR INVESTMENTS, INC. | 20,062 | $124,987 | -5% | 13F |
| Golden State Wealth Management, LLC | 20,045 | $124,882 | +2% | 13F |
| SWMG, LLC | 19,374 | $124,384 | +0% | 13F |
| A&I FINANCIAL SERVICES, LLC | 19,510 | $121,547 | -22% | 13F |
| Focus Partners Advisor Solutions, LLC | 19,229 | $119,801 | +4% | 13F |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 18,920 | $117,872 | +27% | 13F |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 17,351 | $108,097 | +1% | 13F |
| Legacy Advisors, LLC | 17,000 | $105,910 | +0% | 13F |
| Wealthspire Advisors, LLC | 16,687 | $103,961 | +0% | 13F |
| Entropy Technologies, LP | 14,716 | $91,681 | -5% | 13F |
| Catalyst Capital Advisors LLC | 14,600 | $90,958 | +0% | 13F |
| SMH CAPITAL ADVISORS INC | 14,600 | $90,958 | +0% | 13F |
| KINGSWOOD WEALTH ADVISORS, LLC | 14,466 | $90,123 | -1% | 13F |
| StoneX Group Inc. | 13,313 | $88,978 | New | 13F |
| Global Retirement Partners, LLC | 14,001 | $87,223 | New | 13F |
| Belpointe Asset Management LLC | 13,233 | $82,442 | -12% | 13F |
| Mariner, LLC | 13,115 | $81,707 | -5% | 13F |
| Western Wealth Management, LLC | 13,068 | $81,417 | +0% | 13F |
| Merit Financial Group, LLC | 12,630 | $78,684 | +1% | 13F |
| Triumph Capital Management | 12,628 | $78,672 | -3% | 13F |
| Integrated Wealth Concepts LLC | 12,431 | $77,446 | -4% | 13F |
| BridgePort Financial Solutions, LLC | 12,233 | $76,214 | +0% | 13F |
| Focus Partners Wealth | 12,150 | $75,696 | -35% | 13F |
| AVISO WEALTH MANAGEMENT | 12,080 | $75,261 | -17% | 13F |
| OneDigital Investment Advisors LLC | 11,731 | $73,083 | -92% | 13F |
| First Heartland Consultants, Inc. | 11,653 | $72,597 | +2% | 13F |
| Geneos Wealth Management Inc. | 11,392 | $70,972 | +29% | 13F |
| IFP Advisors, Inc | 11,274 | $70,237 | +1% | 13F |
| PAX Financial Group, LLC | 11,046 | $68,817 | +0% | 13F |
| Savvy Advisors, Inc. | 10,876 | $67,760 | +1% | 13F |
Questions and answers
- How many institutions hold CION Investment Corp?
- 138 managers reported CION Investment Corp on Form 13F for the quarter ended 30 June 2026, against 161 the quarter before.
- Who is the largest institutional holder of CION Investment Corp?
- Bulldog Investors, LLP, with 1,538,071 shares worth $10 million on its 13F for Q2 2026.
- How many institutions bought or sold out of CION Investment Corp in Q2 2026?
- 13 managers reported a new position and 36 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds CION Investment Corp, Q2 2026", https://app.tamarly.ai/holders/cion-investment, built from SEC EDGAR.
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