CION · NYSE · Asset Management

CĪON Investment (CION)

Provides senior-secured loans to U.S. middle-market companies.

$7.20
After hours−0.01 (−0.14%)
At close$7.21(+0.70%)

13F · 13D/G · Form 4

Institutions32.70%16.09M shares
140 holders · as of Jun 30, 2026
Insiders0.45%219.5K shares
8 holders · as of Aug 13, 2025
Other66.85%32.89M shares
remainder

49.20M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Bulldog Investors, LLPInstitution
3.13%1.54Mas of Jun 30, 2026
Invesco Ltd.Institution
2.78%1.37Mas of Jun 30, 2026
Morgan StanleyInstitution
2.57%1.27Mas of Jun 30, 2026
Van Eck Associates CorpInstitution
2.51%1.24Mas of Jun 30, 2026
LPL Financial LLCInstitution
2.07%1.02Mas of Jun 30, 2026
UBS Group AGInstitution
1.86%915,653as of Jun 30, 2026
Cambridge Investment Research Advisors, Inc.Institution
1.45%713,829as of Jun 30, 2026
Callodine Capital Management, LPInstitution
1.37%674,138as of Jun 30, 2026
Berger Financial Group, IncInstitution
0.82%404,493as of Jun 30, 2026
LSV Asset ManagementInstitution
0.79%387,536as of Jun 30, 2026
Arkadios Wealth AdvisorsInstitution
0.66%322,360as of Jun 30, 2026
D. E. Shaw & Co., Inc.Institution
0.64%312,707as of Jun 30, 2026
Advisor Group Holdings, Inc.Institution
0.59%291,108as of Jun 30, 2026
Hennion & Walsh Asset Management, Inc.Institution
0.59%290,756as of Jun 30, 2026
Advisors Asset Management, Inc.Institution
0.59%290,200as of Jun 30, 2026
Renaissance Technologies LLCInstitution
0.51%248,600as of Jun 30, 2026
Envestnet Asset Management IncInstitution
0.43%210,410as of Jun 30, 2026
Commonwealth Equity Services, LLCInstitution
0.42%207,748as of Jun 30, 2026
Sigma Planning CorpInstitution
0.41%200,157as of Jun 30, 2026
BlackRock, Inc.Institution
0.40%195,515as of Jun 30, 2026
Bank of America Corp /DE/Institution
0.35%169,916as of Jun 30, 2026
Kestra Advisory Services, LLCInstitution
0.34%169,515as of Jun 30, 2026
Pinkerton Retirement Specialists, LLCInstitution
0.33%163,035as of Jun 30, 2026
Alpine Global Management, LLCInstitution
0.32%155,635as of Jun 30, 2026
True Freedom Investing, LLCInstitution
0.29%143,122as of Jun 30, 2026

13F, as of Jun 30, 2026

140 holders · 16.09M shares · 14 new positions · 54 increased · 54 reduced · 35 closed

HolderShares% outstandingChg q/qFiled
Bulldog Investors, LLP1.54M3.13%0Aug 14, 2026
Invesco Ltd.1.37M2.78%+751.3KAug 14, 2026
Morgan Stanley1.27M2.57%+114.0KAug 13, 2026
Van Eck Associates Corp1.24M2.51%+268.2KAug 14, 2026
LPL Financial LLC1.02M2.07%+29.9KAug 7, 2026
UBS Group AG915.7K1.86%+232.7KAug 13, 2026
Cambridge Investment Research Advisors, Inc.713.8K1.45%−4.7KJul 30, 2026
Callodine Capital Management, LP674.1K1.37%+61.8KAug 14, 2026

13D/G · 5% or more, as filed

No 13D/G filer at 5% or more on record.

Form 4

Latest trades

Nothing filed in the last 12 months.

House and Senate disclosures

Not reported.