NEW YORK, NY
CION INVESTMENT CORPCICC— Latest position per institution from SEC 13F filings
15
Institutional holders
12.58M
Total shares held
76.96M
Estimated value
629.05K
Avg. position size
BULLDOG INVESTORS, LLP
CIK 1504304
Shares
1.54M
Value
9.58M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
1.37M
Value
8.53M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
1.27M
Value
7.89M
Filed
Jun 30, 2026
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
1.24M
Value
7.70M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
1.02M
Value
6.35M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
915.65K
Value
5.70M
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
713.83K
Value
4.45K
Filed
Jun 30, 2026
CALLODINE CAPITAL MANAGEMENT, LP
CIK 1741675
Shares
674.14K
Value
4.20M
Filed
Jun 30, 2026
WEALTHPLAN PARTNERS, LLC
CIK 1639943
Shares
528.46K
Value
5.81M
Filed
Mar 31, 2024
BERGER FINANCIAL GROUP, INC
CIK 1826136
Shares
404.49K
Value
2.52M
Filed
Jun 30, 2026
LSV ASSET MANAGEMENT
CIK 1050470
Shares
387.54K
Value
2.41K
Filed
Jun 30, 2026
CETERA ADVISOR NETWORKS LLC
CIK 1534468
Shares
376.27K
Value
4.26M
Filed
Dec 31, 2023
ARKADIOS WEALTH ADVISORS
CIK 1800798
Shares
322.36K
Value
2.01M
Filed
Jun 30, 2026
D. E. SHAW & CO., INC.
CIK 1009207
Shares
312.71K
Value
1.95M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
291.11K
Value
1.81M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
290.20K
Value
1.81M
Filed
Jun 30, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
CIK 1018561
Shares
267.86K
Value
2.54M
Filed
Sep 30, 2025
RENAISSANCE TECHNOLOGIES LLC
CIK 1037389
Shares
248.60K
Value
1.55M
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
210.41K
Value
1.31M
Filed
Jun 30, 2026
JANE STREET GROUP, LLC
CIK 1595888
Shares
208.27K
Value
1.42M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BULLDOG INVESTORS, LLP | 1504304 | 1.54M | 9.58M | Jun 30, 2026 |
| 2 | INVESCO LTD. | 914208 | 1.37M | 8.53M | Jun 30, 2026 |
| 3 | MORGAN STANLEY | 895421 | 1.27M | 7.89M | Jun 30, 2026 |
| 4 | VAN ECK ASSOCIATES CORP | 869178 | 1.24M | 7.70M | Jun 30, 2026 |
| 5 | LPL FINANCIAL LLC | 1403438 | 1.02M | 6.35M | Jun 30, 2026 |
| 6 | UBS GROUP AG | 1610520 | 915.65K | 5.70M | Jun 30, 2026 |
| 7 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 713.83K | 4.45K | Jun 30, 2026 |
| 8 | CALLODINE CAPITAL MANAGEMENT, LP | 1741675 | 674.14K | 4.20M | Jun 30, 2026 |
| 9 | WEALTHPLAN PARTNERS, LLC | 1639943 | 528.46K | 5.81M | Mar 31, 2024 |
| 10 | BERGER FINANCIAL GROUP, INC | 1826136 | 404.49K | 2.52M | Jun 30, 2026 |
| 11 | LSV ASSET MANAGEMENT | 1050470 | 387.54K | 2.41K | Jun 30, 2026 |
| 12 | CETERA ADVISOR NETWORKS LLC | 1534468 | 376.27K | 4.26M | Dec 31, 2023 |
| 13 | ARKADIOS WEALTH ADVISORS | 1800798 | 322.36K | 2.01M | Jun 30, 2026 |
| 14 | D. E. SHAW & CO., INC. | 1009207 | 312.71K | 1.95M | Jun 30, 2026 |
| 15 | OSAIC HOLDINGS, INC. | 1677044 | 291.11K | 1.81M | Jun 30, 2026 |
| 16 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 290.20K | 1.81M | Jun 30, 2026 |
| 17 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1018561 | 267.86K | 2.54M | Sep 30, 2025 |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 1037389 | 248.60K | 1.55M | Jun 30, 2026 |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 210.41K | 1.31M | Jun 30, 2026 |
| 20 | JANE STREET GROUP, LLC | 1595888 | 208.27K | 1.42M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.