Who owns CION (CION)
Which tracked institutional funds hold CION, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CION company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CION is one-sided between 2025-Q4 and 2026-Q1: 5 added or opened and 41 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CION’s largest tracked holder by dollar value, Bulldog Investors, LLP, sizes it at 2.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CION divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 158 tracked filers holding CION, 74 increased or opened the position and 81 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CION between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Qube Research & Technologies Ltd$2M
Full exits 4
- TWO SIGMA ADVISERS, LP$2M
- TUDOR INVESTMENT CORP ET AL$2M
- HighPoint Advisor Group LLC$2M
- Trexquant Investment LP$814K
Largest adds
- MORGAN STANLEY$3M
- D. E. Shaw & Co., Inc.$1M
- Financial Gravity Asset Management, Inc.$355K
- XTX Topco Ltd$328K
Largest trims
- North Ground Capital$10M
- Invesco Ltd.$8M
- VAN ECK ASSOCIATES CORP$5M
- Alpine Global Management, LLC$5M
- Closed-End Fund Advisors, Inc.$4M
- Bulldog Investors, LLP$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Bulldog Investors, LLP | 1,538,071 | $11M | 8.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,152,950 | $8M | 6.0% | 2026-Q1 |
| LPL Financial LLC added | 989,153 | $7M | 5.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 968,155 | $7M | 5.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 860,616 | $6M | 4.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 718,509 | $5M | 3.8% | 2026-Q1 |
| UBS Group AG added | 683,002 | $5M | 3.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 617,425 | $4M | 3.2% | 2026-Q1 |
| Callodine Capital Management, LP added | 612,388 | $4M | 3.2% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 406,899 | $3M | 2.1% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 387,536 | $3M | 2.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 348,640 | $2M | 1.8% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 335,418 | $2M | 1.8% | 2026-Q1 |
| PINKERTON WEALTH, LLC | 228,636 | $2M | 1.7% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 317,252 | $2M | 1.7% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 307,954 | $2M | 1.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 299,079 | $2M | 1.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 271,800 | $2M | 1.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 269,726 | $2M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 250,265 | $2M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 218,068 | $1M | 1.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 211,663 | $1M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 208,386 | $1M | 1.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 208,273 | $1M | 1.1% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID trimmed | 208,062 | $1M | 1.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 186,522 | $1M | 1.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 200,393 | $1M | 1.0% | 2026-Q1 |
| Alpine Global Management, LLC trimmed | 194,060 | $1M | 1.0% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S | 184,026 | $1M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 176,084 | $1M | 0.9% | 2026-Q1 |
| SHERMAN PORFOLIOS, LLC trimmed | 143,122 | $979K | 0.7% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 140,140 | $959K | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 122,748 | $840K | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 115,695 | $791K | 0.6% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC trimmed | 95,767 | $655K | 0.5% | 2026-Q1 |
| XTX Topco Ltd added | 92,998 | $636K | 0.5% | 2026-Q1 |
| Virtus Investment Advisers, LLC added | 89,408 | $612K | 0.5% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. added | 85,834 | $587K | 0.4% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 84,234 | $576K | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 78,454 | $537K | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 75,805 | $519K | 0.4% | 2026-Q1 |
| North Ground Capital trimmed | 75,000 | $513K | 0.4% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 70,091 | $476K | 0.4% | 2026-Q1 |
| Jump Financial, LLC added | 68,004 | $465K | 0.4% | 2026-Q1 |
| Endowment Wealth Management, Inc. added | 66,400 | $454K | 0.3% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 66,313 | $454K | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 64,014 | $438K | 0.3% | 2026-Q1 |
| Apollo Management Holdings, L.P. | 63,262 | $433K | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 56,447 | $386K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 55,967 | $383K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 49,474 | $338K | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 44,807 | $306K | 0.2% | 2026-Q1 |
| Cooper Financial Group trimmed | 44,610 | $305K | 0.2% | 2026-Q1 |
| Trivium Point Advisory, LLC trimmed | 41,959 | $287K | 0.2% | 2026-Q1 |
| Catalyst Funds Management Pty Ltd new | 41,406 | $283K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 40,573 | $278K | 0.2% | 2026-Q1 |
| nVerses Capital, LLC added | 38,781 | $265K | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 36,904 | $262K | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd trimmed | 37,814 | $259K | 0.2% | 2026-Q1 |
| Continuum Advisory, LLC trimmed | 37,229 | $255K | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 36,175 | $247K | 0.2% | 2026-Q1 |
| DOLIVER ADVISORS, LP new | 36,000 | $246K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 35,899 | $246K | 0.2% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 34,407 | $235K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 33,645 | $230K | 0.2% | 2026-Q1 |
| Symmetry Partners, LLC trimmed | 33,214 | $227K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 32,799 | $224K | 0.2% | 2026-Q1 |
| Creative Planning added | 30,237 | $207K | 0.2% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 29,613 | $203K | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. | 29,440 | $201K | 0.2% | 2026-Q1 |
| Virtu Financial LLC added | 29,074 | $199K | 0.2% | 2026-Q1 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV added | 267,862 | $3M | 1.9% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 198,200 | $2M | 1.5% | 2025-Q4 stale |
| Strong Tower Advisory Services added | 198,777 | $2M | 1.5% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL added | 189,494 | $2M | 1.4% | 2025-Q4 stale |
| FRANKLIN RESOURCES INC trimmed | 161,878 | $2M | 1.3% | 2025-Q1 stale |
| HighPoint Advisor Group LLC added | 162,034 | $2M | 1.2% | 2025-Q4 stale |
| Financial Gravity Companies, Inc. added | 97,634 | $934K | 0.7% | 2025-Q2 stale |
| Trexquant Investment LP trimmed | 84,183 | $814K | 0.6% | 2025-Q4 stale |
| Redhawk Wealth Advisors, Inc. new | 65,718 | $680K | 0.5% | 2025-Q1 stale |
| Magnetar Financial LLC added | 50,023 | $518K | 0.4% | 2025-Q1 stale |
| STIFEL FINANCIAL CORP added | 49,039 | $469K | 0.4% | 2025-Q2 stale |
| Quadrature Capital Ltd added | 40,468 | $391K | 0.3% | 2025-Q4 stale |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 40,419 | $390K | 0.3% | 2025-Q4 stale |
| Consolidated Portfolio Review Corp | 40,973 | $388K | 0.3% | 2025-Q3 stale |
| Marex Group plc new | 35,184 | $364K | 0.3% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 35,751 | $342K | 0.3% | 2025-Q2 stale |
| REDMONT WEALTH ADVISORS LLC trimmed | 31,151 | $322K | 0.2% | 2025-Q1 stale |
| MARSHALL WACE, LLP added | 32,012 | $310K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 29,755 | $308K | 0.2% | 2025-Q1 stale |
| BECK CAPITAL MANAGEMENT, LLC added | 29,423 | $305K | 0.2% | 2025-Q1 stale |
| Clearstead Advisors, LLC added | 28,565 | $296K | 0.2% | 2025-Q1 stale |
| SeaCrest Wealth Management, LLC added | 29,102 | $279K | 0.2% | 2025-Q2 stale |
| Verition Fund Management LLC trimmed | 26,809 | $259K | 0.2% | 2025-Q4 stale |
| Beacon Capital Management, LLC trimmed | 26,321 | $255K | 0.2% | 2025-Q4 stale |
| SIMON QUICK ADVISORS, LLC added | 26,460 | $251K | 0.2% | 2025-Q3 stale |
| EWG Elevate Inc. | 25,474 | $241K | 0.2% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 22,738 | $235K | 0.2% | 2025-Q1 stale |
| NORTHERN TRUST CORP trimmed | 23,424 | $227K | 0.2% | 2025-Q4 stale |
| Quantbot Technologies LP added | 21,254 | $206K | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.