CION INVT CORP

$CION
Institutional coverage

160 13F filers hold $CION.

13F holders
160
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

1 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 160 · Source: 13F-HR
01
WESPAC Advisors, LLC
2.61% of portfolio
1,538,071 sh
02
Nbc Securities, Inc.
0.01% of portfolio
1,491,074 sh
03
Taconic Capital Advisors LP
989,153 sh
04
Tekne Capital Management, LLC
0.03% of portfolio
860,616 sh
05
Inclusive Capital Partners, L.p.
0.16% of portfolio
813,798 sh
06
Jaffetilchin Investment Partners, LLC
0.01% of portfolio
718,509 sh
07
Sheaff Brock Investment Advisors, LLC
699,285 sh
08
Flow State Investments, L.P.
0.07% of portfolio
634,504 sh
09
Bahl & Gaynor Inc.
617,425 sh
10
Lynrock Lake LP
0.29% of portfolio
612,388 sh
See all 160 13F holders · Pro →

Insider activity · last 90 days

16 transactions · 7 filers
12 Aug 2025
Reisner Michael A
▲ BOUGHT
472
$10.57
P
27 May 2025
Finlay Peter I.
▲ BOUGHT
200
$9.66
P
22 May 2025
Roman Stephen
▲ BOUGHT
600
$9.48
P
16 May 2025
Breakstone Robert A
▲ BOUGHT
500
$9.72
P
12 May 2025
Gatto Mark
▲ BOUGHT
2,070
$9.66
P
12 May 2025
Reisner Michael A
▲ BOUGHT
515
$9.69
P
01 Apr 2025
Bresner Gregg A.
▲ BOUGHT
1,000
$10.48
P
31 Mar 2025
Bresner Gregg A.
▲ BOUGHT
1,000
$10.41
P
28 Mar 2025
Reisner Michael A
▲ BOUGHT
490
$10.45
P
24 Mar 2025
Breakstone Robert A
▲ BOUGHT
500
$10.75
P
19 Mar 2025
Bresner Gregg A.
▲ BOUGHT
1,000
$10.98
P
18 Mar 2025
Bresner Gregg A.
▲ BOUGHT
2,000
$10.72
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $CION in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:34 UTC.