CION INVT CORP

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CION·17259U204·US·Common Stock·Financial Services - Asset Management

CION (CION INVT CORP) is held by 42 institutional investors as of Q2 2026. Largest holders: Invesco Ltd. ($8.5M), MORGAN STANLEY ($7.9M), LPL Financial LLC ($6.3M). Net institutional sentiment: Mixed.

42

Holders

(6 Elite)

$45.1M

Total Value

38% (50)

Consensus

19 buying - 31 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)72

Insider (Form 4)50

Activist (13D/13G)78

Congressional (STOCK Act)26

Holder Quality

52

★★★★★

Elite

42

★★★★

Strong

60

★★★

Solid

18

★★

Below

27

★

Weak

Held by 42 funds

6 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Aug 13, 2025 · Activists none · Congress none

InsiderRAReisner Michael ABuy $5KAug 12, 2025

InsiderFIFINLAY PETER I.Buy $2KMay 27, 2025

InsiderRSROMAN STEPHENBuy $6KMay 22, 2025

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Top Holders

Top Holders (42)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Invesco Ltd.	Increased	1.4M(+121.7%)	$8.5M	0.0%	+1.55%	44
MORGAN STANLEY	Increased	1.3M(+9.9%)	$7.9M	0.0%	+1.59%	30
LPL Financial LLC	Increased	1M(+3.0%)	$6.3M	0.0%	+35.01%	28
UBS Group AG	Increased	915,653(+34.1%)	$5.7M	0.0%	-0.34%	35
DED. E. Shaw & Co., Inc.	Decreased	312,707(-10.3%)	$1.9M	0.0%	+4.50%	0
OSAIC HOLDINGS, INC.	Increased	291,108(+16.3%)	$1.8M	0.0%	+27.50%	30
RENAISSANCE TECHNOLOGIES LLC	Decreased	248,600(-8.5%)	$1.5M	0.0%	-6.28%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	210,410(+1.0%)	$1.3M	0.0%	-5.67%	26
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	207,748(-4.7%)	$1.3M	0.0%	+14.03%	0
BlackRock, Inc.	Decreased	195,515(-2.4%)	$1.2M	0.0%	-14.32%	0
BANK OF AMERICA CORP /DE/	Increased	169,916(+203.6%)	$1.1M	0.0%	+8.25%	41
Kestra Advisory Services, LLC	Decreased	169,515(-43.3%)	$1.1M	0.0%	+9.41%	0
Qube Research & Technologies Ltd	Decreased	113,967(-57.8%)	$710,014	0.0%	+15.33%	0
Cetera Investment Advisers	Decreased	96,207(-21.6%)	$599,367	0.0%	-4.85%	0
AMERIPRISE FINANCIAL INC	Increased	70,563(+10.2%)	$439,608	0.0%	+9.80%	26
ROYAL BANK OF CANADA	Increased	68,994(+105.1%)	$430,000	0.0%	+3.08%	39
Apollo Management Holdings, L.P.	Increased	63,263	$394,125	0.0%	+27.95%	24
Private Advisor Group, LLC	Decreased	62,823(-92.7%)	$391,389	0.0%	-9.33%	0
TWO SIGMA INVESTMENTS, LP	Decreased	61,461(-46.9%)	$382,902	0.0%	-6.84%	0
AE Wealth Management LLC	Increased	57,839(+2.5%)	$360,337	0.0%	+3.34%	24

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer