§ FINANCIAL SERVICES
USD · Financial ServicesCION
CION INVESTMENT CORP
USDSector · Financial ServicesBeta · 1.14
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
55 increased/new, 55 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 130.5 | P/B | 0.71 |
| EPS (TTM) | 0.06 | Dividend | 12.42% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bulldog Investors, LLP | 1.5M | 2.4% | ±0% |
| Morgan Stanley | 1.2M | 0.0% | n/a |
| LPL Financial LLC | 989K | 0.0% | +6% |
| Private Advisor Group, LLC | 861K | 0.0% | +16% |
| UBS Group AG | 683K | 0.0% | +23% |
| Callodine Capital Management, LP | 612K | 0.3% | +9% |
◇ AC INTELLIGENCE
Top institutional owners for CION as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.1% · 0 holders
OTHER0.7% · 138 holders
DEALER / BANK0.1% · 10 holders
PASSIVE / INDEX0.0% · 2 holders
ACTIVIST0.0% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
INCOME / DEFENSIVE0.0% · 2 holders
TACTICAL / MACRO0.0% · 2 holders
QUALITY / COMPOUNDER0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CION in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CION yet.