DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
CION

CION INVT CORP

172 institutions still hold CION INVT CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 17259U204·172 13F holders·last filed Mar 31, 2026
Market cap
8.6%
vs prior quarter
13F value held
$70M
64.0% inst. owned
of float
Holders
172
-12 QoQ
filers reporting
Activity
+85 / −36
+800 added · −743 reduced
this quarter
Concentration
15.13%
Bulldog Investors, LLP #1
top holder share
AI Holders Summary · Q1 2026

172 institutions reported CION in Q1 2026. Bulldog Investors, LLP leads at 15.1% of the visible book. -12 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Bulldog Investors, LLP
CIK 0001504304
$11M1.5M2.36%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$8M1.2M0.00%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$7M989K0.00%Q1 2026
04
Private Advisor Group, LLC
CIK 0001567755
$6M861K0.03%Q1 2026
05
UBS Group AG
CIK 0001610520
$5M683K0.00%Q1 2026
06
Invesco Ltd.
CIK 0000914208
$4M617K0.00%Q1 2026
07
Callodine Capital Management, LP
CIK 0001741675
$4M612K0.29%Q1 2026
08
Berger Financial Group, Inc
CIK 0001826136
$3M407K0.16%Q1 2026
09
Arkadios Wealth Advisors
CIK 0001800798
$2M335K0.04%Q1 2026
10
PINKERTON WEALTH, LLC
CIK 0001536446
$2M229K0.20%Q1 2026
11
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$2M317K0.07%Q1 2026
12
Advisors Asset Management, Inc.
CIK 0001297376
$2M308K0.04%Q1 2026
13
Kestra Advisory Services, LLC
CIK 0001830819
$2M299K0.01%Q1 2026
14
TWO SIGMA ADVISERS, LP
CIK 0001478735
$2M198K0.00%Q4 2025
15
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$2M272K0.00%Q1 2026
16
Qube Research & Technologies Ltd
CIK 0001729829
$2M270K0.00%Q1 2026
17
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M250K0.00%Q1 2026
18
CITADEL ADVISORS LLC
CIK 0001423053
$2M156K0.00%Q4 2025
19
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M218K0.00%Q1 2026
20
Sigma Planning Corp
CIK 0001449126
$1M212K0.04%Q1 2026
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