CION INVT CORP

Watch

Share

CION·17259U204·US·equity·Financial Services - Asset Management

CION (CION INVT CORP) is held by 51 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($7.9M), LPL Financial LLC ($6.8M), Private Advisor Group, LLC ($5.9M). Net institutional sentiment: Mixed.

51

Holders

Avg rating(8 Elite)

$54.1M

Total Value

47% (63)

Fund Consensus

27 buying - 30 selling

Smart Money Verdict

View all

47Weak MomentumConfirmed

Institutional (13F)45

Insider (Form 4)50

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

Get 5 free verdicts/month - sign up in 10 seconds

See how CION's score breaks down across 4 SEC sources

Holder Quality

8

★★★★★

Elite

19

★★★★

Strong

18

★★★

Solid

15

★★

Below

3

★

Weak

Held by 51 funds

8 elite

Who's Trading

InsiderRAReisner Michael ABuy $5KAug 12, 2025

InsiderFIFINLAY PETER I.Buy $2KMay 27, 2025

InsiderRSROMAN STEPHENBuy $6KMay 22, 2025

InsiderBABreakstone Robert ABuy $5KMay 16, 2025

InsiderUNUnknownBuy $10KApr 1, 2025

InsiderBABRESNER GREGG A.Buy $10KMar 31, 2025

InsiderRAReisner Michael ABuy $5KMar 28, 2025

InsiderBABreakstone Robert ABuy $5KMar 24, 2025

InsiderUNUnknownBuy $11KMar 19, 2025

InsiderBABRESNER GREGG A.Buy $21KMar 18, 2025

Sign up to unlock

View all insider trades

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (51)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	1.2M(+154.1%)	$7.9M	0.0%	-22.39%	44
LPL Financial LLC	Increased	989,153(+5.9%)	$6.8M	0.0%	+13.86%	29
Private Advisor Group, LLC	Increased	860,616(+16.2%)	$5.9M	0.0%	-25.53%	31
UBS Group AG	Increased	683,002(+22.8%)	$4.7M	0.0%	-22.91%	32
Invesco Ltd.	Decreased	617,425(-50.9%)	$4.2M	0.0%	-27.87%	0
DED. E. Shaw & Co., Inc.	Increased	348,640(+250.3%)	$2.4M	0.0%	-20.47%	42
Kestra Advisory Services, LLC	Increased	299,079(+4.6%)	$2M	0.0%	-7.31%	27
RENAISSANCE TECHNOLOGIES LLC	Increased	271,800(+4.2%)	$1.9M	0.0%	-21.53%	27
Qube Research & Technologies Ltd	New	269,726	$1.8M	0.0%	-16.29%	36
OSAIC HOLDINGS, INC.	Increased	250,265(+28.1%)	$1.7M	0.0%	+4.88%	32
COMMONWEALTH EQUITY SERVICES, LLC	Increased	218,068(+0.7%)	$1.5M	0.0%	-3.52%	26
ENVESTNET ASSET MANAGEMENT INC	Decreased	208,386(-10.6%)	$1.4M	0.0%	-20.66%	0
JANE STREET GROUP, LLC	Decreased	208,273(-34.5%)	$1.4M	0.0%	-28.48%	0
BlackRock, Inc.	Decreased	200,393(-46.7%)	$1.4M	0.0%	-27.29%	0
RAYMOND JAMES FINANCIAL INC	Increased	176,084(+2.7%)	$1.2M	0.0%	-28.62%	26
OneDigital Investment Advisors LLC	Decreased	140,140(-21.6%)	$958,560	0.0%	+4.69%	0
Cetera Investment Advisers	Decreased	122,748(-13.6%)	$839,593	0.0%	-19.96%	0
TWO SIGMA INVESTMENTS, LP	Decreased	115,695(-76.2%)	$791,354	0.0%	-21.84%	0
XTX Topco Ltd	Increased	92,998(+191.4%)	$636,106	0.0%	-21.27%	39
CITADEL ADVISORS LLC	Decreased	78,454(-41.4%)	$536,625	0.0%	-29.31%	0

Showing 1-20 of 63

Per page:

1 / 4

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Financial Services stocks held by institutions

VVISA INC

423 holders · $333.9B

MAMASTERCARD INCORPORATED

410 holders · $300.6B

JPMJPMORGAN CHASE & CO

406 holders · $422.8B

BACBANK AMERICA CORP

397 holders · $204.2B

BRK/BBERKSHIRE HATHAWAY INC DEL

392 holders · $307B

COFCAPITAL ONE FINL CORP

381 holders · $76.4B

WFCWELLS FARGO & CO

380 holders · $148.4B

SPGIS&P GLOBAL INC

378 holders · $82.7B

MSMORGAN STANLEY

377 holders · $183.7B

SCHWSCHWAB CHARLES CORP

377 holders · $101.4B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer