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CION Investment Ownership | Who Owns CION Investment?

OverviewForecastRevenueFinancialsChartTranscripts

CION Investment Ownership Summary

CION Investment is owned by 33.80% institutional investors, 0.50% insiders, and 65.70% retail investors. Van eck associates is the largest institutional shareholder, holding 2.29% of CION shares. VanEck BDC Income ETF is the top mutual fund, with 2.33% of its assets in CION Investment shares.

CION Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCION Investment33.80%0.50%65.70%
SectorFinancial Services Stocks 43.55%12.63%43.82%
IndustryAsset Management Stocks39.89%8.77%51.34%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Van eck associates1.24M2.29%$15.00M
Morgan stanley1.13M2.10%$13.70M
Bulldog investors, llp1.02M1.90%$12.42M
Lpl financial936.66K1.74%$11.35M
Cambridge investment research advisors842.48K1.56%$10.21M
Acadian asset management695.61K1.29%$8.43M
Pinkerton retirement specialists695.02K1.29%$8.42M
Callodine capital management, lp675.00K1.25%$8.18M
Private advisor group617.44K1.14%$7.48M
Two sigma advisers, lp594.50K1.10%$7.21M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Bulldog investors, llp1.02M4.64%$12.42M
Callodine capital management, lp675.00K1.91%$8.18M
Pinkerton retirement specialists695.02K1.29%$8.42M
Redmont wealth advisors45.82K0.87%$555.29K
Alpine global management340.82K0.72%$4.13M
Acorn financial advisory services inc /adv251.09K0.57%$3.04M
Endowment wealth management56.84K0.50%$688.91K
Virtus etf advisers61.55K0.37%$746.00K
Berger financial group334.69K0.32%$4.06M
Diversify wealth management193.78K0.28%$2.25M

Top Buyers

HolderShares% AssetsChange
Private advisor group617.44K0.05%537.68K
Morgan stanley1.13M0.00%522.71K
Two sigma advisers, lp594.50K0.02%247.30K
Diversify wealth management193.78K0.28%193.78K
Acadian asset management695.61K0.03%170.63K

Top Sellers

HolderShares% AssetsChange
Punch & associates investment management---556.21K
Wealthplan partners---528.46K
Millennium management221.88K0.00%-296.42K
Alpine global management340.82K0.72%-292.48K
Renaissance322.60K0.01%-229.50K

New Positions

HolderShares% AssetsChangeValue
Diversify wealth management193.78K0.28%193.78K$2.25M
Bi asset management fondsmaeglerselskab87.82K0.02%87.82K$1.06M
Redmont wealth advisors45.82K0.87%45.82K$555.29K
Stifel financial34.04K0.00%34.04K$412.52K
Kingsview wealth management23.30K0.01%23.30K$282.33K

Sold Out

HolderChange
Camelot portfolios-1.63K
Blackston financial advisory group-1.87K
Yhb investment advisors-2.42K
Hillsdale investment management-3.60K
Tyler-stone wealth management-3.86K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024170-4.49%18,060,1715.37%333.35%78-4.88%56-5.08%
Jun 30, 2024177-17,117,895-5.98%312.82%81-7.95%599.26%
Mar 31, 2024177-2.75%18,207,1974.58%333.29%88-54-10.00%
Dec 31, 20231828.33%17,409,518-3.49%312.94%8827.54%60-9.09%
Sep 30, 2023168-1.75%18,039,8407.33%323.54%69-661.54%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
VanEck BDC Income ETF1.24M2.33%-
Special Opportunities Fund909.62K1.71%10.40K
High Income Securities617.72K1.16%-
Putnam BDC Income ETF357.34K0.67%24.36K
iShares Listed Private Eq ETF USD Dist195.59K0.37%-
Alternative Credit Income I120.80K0.23%-
BankInvest Børsnoterede Alt. Akk. W85.35K0.16%85.35K
Virtus Private Credit ETF65.36K0.12%-
Acadian Global Small-Cap Equity CIT Cl A26.05K0.05%26.05K
IQ U.S. Small Cap ETF22.55K0.04%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 15, 2024Breakstone Robert A-Buy$11.34K
Nov 12, 2024BRESNER GREGG A. President & CIOBuy$22.82K
Nov 12, 2024Arestia Charlie See RemarksBuy$8.54K
Aug 26, 2024Reisner Michael A Co-Chairman & Co-CEOBuy$4.93K
Aug 21, 2024ROMAN STEPHEN CCO & SecretaryBuy$5.48K

Insider Transactions Trends

DateBuySell
2024 Q42-
2024 Q37-
2024 Q26-
2024 Q14-
2023 Q43-

CION Ownership FAQ

Who Owns CION Investment?

CION Investment shareholders are primarily institutional investors at 33.80%, followed by 0.50% insiders and 65.70% retail investors. The average institutional ownership in CION Investment's industry, Asset Management Stocks, is 39.89%, which CION Investment falls below.

Who owns the most shares of CION Investment?

CION Investment’s largest shareholders are Van eck associates (1.24M shares, 2.29%), Morgan stanley (1.13M shares, 2.10%), and Bulldog investors, llp (1.02M shares, 1.90%). Together, they hold 6.29% of CION Investment’s total shares outstanding.

Does Blackrock own CION Investment?

BlackRock is not among the top 10 institutional shareholders of CION Investment.

Who is CION Investment’s biggest shareholder by percentage of total assets invested?

Bulldog investors, llp is CION Investment’s biggest shareholder by percentage of total assets invested, with 4.64% of its assets in 1.02M CION Investment shares, valued at 12.42M$.

Who is the top mutual fund holder of CION Investment shares?

VanEck BDC Income ETF is the top mutual fund holder of CION Investment shares, with 2.33% of its total shares outstanding invested in 1.24M CION Investment shares.

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