13FBOX
CION INVT CORP · 13F Institutional Holdings
Options Calculator Rankings
C

CION INVT CORP

CION
Institutions
138
Combined AUM (Q2 2026)
$99.7M
Combined Shares (Q2 2026)
16.0M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.8M
53 · 15 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3.3M
90 · 35 Exit · ≈
⚖️ Net
-512,831
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$99.7M
Institutions
138
New Buys
15
Adds
38
Reduces
55
Exits
35
Unchanged
30
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Bulldog Investors, LLP
2.11%2.36%#1$9.6M1.5M$10.5M1.5M00.00%Unchanged
Invesco Ltd.
<0.01%<0.01%#101$8.5M1.4M$4.2M617,425+751,300+121.68%Add
MORGAN STANLEY
<0.01%<0.01%#108$7.9M1.3M$4.4M460,930+806,020+174.87%Add
VAN ECK ASSOCIATES CORP
<0.01%<0.01%#62$7.7M1.2M$6.6M968,155+268,242+27.71%Add
LPL Financial LLC
<0.01%<0.01%#89$6.3M1.0M$6.8M989,153+29,876+3.02%Add
UBS Group AG
<0.01%<0.01%#99$5.7M915,653$4.7M683,002+232,651+34.06%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#44$4.4M713,829$4.9M718,509-4,680-0.65%Reduce
Callodine Capital Management, LP
0.27%0.29%#4$4.2M674,138$4.2M612,388+61,750+10.08%Add
Berger Financial Group, Inc
0.13%0.16%#10$2.5M404,493$2.8M406,899-2,406-0.59%Reduce
LSV ASSET MANAGEMENT
<0.01%0.01%#64$2.4M387,536$2.7M387,53600.00%Unchanged
Arkadios Wealth Advisors
0.03%0.04%#26$2.0M322,360$2.3M335,418-13,058-3.89%Reduce
D. E. Shaw & Co., Inc.
<0.01%<0.01%#97$1.9M312,707$2.4M348,640-35,933-10.31%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#79$1.8M291,108$1.7M250,265+40,843+16.32%Add
Hennion & Walsh Asset Management, Inc.
0.05%0.07%#19$1.8M290,756$2.2M317,252-26,496-8.35%Reduce
Advisors Asset Management, Inc.
0.03%0.04%#29$1.8M290,200$2.1M307,954-17,754-5.77%Reduce
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#78$1.5M248,600$1.9M271,800-23,200-8.54%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#112$1.3M210,410$1.4M208,386+2,024+0.97%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#85$1.3M207,748$1.5M218,068-10,320-4.73%Reduce
Sigma Planning Corp
0.03%0.04%#24$1.2M200,157$1.4M211,663-11,506-5.44%Reduce
BlackRock, Inc.
<0.01%<0.01%#130$1.2M195,515$1.4M200,393-4,878-2.43%Reduce
PINKERTON WEALTH, LLC
0.1%0.2%#13$1.1M163,035$2.2M228,636-65,601-28.69%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#123$1.1M169,916$382,81455,967+113,949+203.60%Add
Kestra Advisory Services, LLC
<0.01%0.01%#70$1.1M169,515$2.0M299,079-129,564-43.32%Reduce
True Freedom Investing, LLC
0.08%0.08%#15$978,953143,122$978,953143,12200.00%Unchanged
Alpine Global Management, LLC
0.16%0.23%#8$969,606155,635$1.3M194,060-38,425-19.80%Reduce
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%0.02%#47$768,290128,023$1.4M186,522-58,499-31.36%Reduce
Legacy Wealth Managment, LLC/ID
0.31%0.71%#3$754,883121,169$1.4M208,062-86,893-41.76%Reduce
Qube Research & Technologies Ltd
<0.01%<0.01%#103$710,014113,967$1.8M269,726-155,759-57.75%Reduce
Virtus Investment Advisers, LLC
0.16%0.17%#9$673,220108,061$611,55189,408+18,653+20.86%Add
Cetera Investment Advisers
<0.01%<0.01%#106$599,36796,207$839,593122,748-26,541-21.62%Reduce
ADAPT WEALTH ADVISORS, LLC
0.19%0.24%#6$574,38792,197$655,04695,767-3,570-3.73%Reduce
Apollon Wealth Management, LLC
0.01%0.01%#54$542,27887,043$576,16184,234+2,809+3.33%Add
Financial Gravity Companies, Inc.
0.08%#14$491,12778,833$00+78,833New Buy
Janney Montgomery Scott LLC
<0.01%<0.01%#96$479,21276,920$519,00075,805+1,115+1.47%Add
Curi Capital, LLC
0.01%#53$470,06675,452$00+75,452New Buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.01%0.03%#38$451,30870,091$475,76370,09100.00%Unchanged
Hopwood Nicholas Hunter
0.12%#12$443,78571,233$00+71,233New Buy
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#120$439,60870,563$437,85864,014+6,549+10.23%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#124$430,00068,994$230,00033,645+35,349+105.06%Add
Endowment Wealth Management, Inc.
0.17%0.2%#7$426,77668,503$454,17466,400+2,103+3.17%Add
Apollo Management Holdings, L.P.
<0.01%0.01%#63$394,12563,263$432,71563,262+1+0.00%Add
Private Advisor Group, LLC
<0.01%0.03%#81$391,38962,823$5.9M860,616-797,793-92.70%Reduce
INDEPENDENT FINANCIAL GROUP, LLC
0.01%0.09%#52$390,16962,627$988,248116,264-53,637-46.13%Reduce
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#114$382,90261,461$791,354115,695-54,234-46.88%Reduce
AE Wealth Management LLC
<0.01%<0.01%#83$360,33757,839$386,10056,447+1,392+2.47%Add
Campbell & CO Investment Adviser LLC
0.02%0.03%#33$335,69153,883$453,58166,313-12,430-18.74%Reduce
BI Asset Management Fondsmaeglerselskab A/S
<0.01%0.01%#80$240,26038,565$1.3M184,026-145,461-79.04%Reduce
Engineers Gate Manager LP
<0.01%<0.01%#72$236,33537,935$96,02014,038+23,897+170.23%Add
WEDBUSH SECURITIES INC
0.01%0.01%#55$233,46937,475$247,00036,175+1,300+3.59%Add
Continuum Advisory, LLC
0.02%0.02%#32$231,93737,229$254,64637,22900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow