| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $7.9M | 1.2M | ▲+154% Added · +699K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $6.8M | 989K | ▲+5.9% Added · +55K sh | Q1 2026 | |
| 3 | VAN ECK ASSOCIATES CORP | Withheld | 968K | ▼−22% Reduced · −276K sh | Q1 2026 | |
| 4 | Private Advisor Group, LLC | $5.9M | 861K | ▲+16% Added · +120K sh | Q1 2026 | |
| 5 | UBS Group AG | $4.7M | 683K | ▲+23% Added · +127K sh | Q1 2026 | |
| 6 | Callodine Capital Management, LP | $4.2M | 612K | ▲+8.9% Added · +50K sh | Q1 2026 | |
| 7 | Berger Financial Group, Inc | $2.8M | 407K | ▼−16% Reduced · −78K sh | Q1 2026 | |
| 8 | D. E. Shaw & Co., Inc. | $2.4M | 349K | ▲+250% Added · +249K sh | Q1 2026 | |
| 9 | Arkadios Wealth Advisors | $2.3M | 335K | ▼−2.3% Reduced · −8K sh | Q1 2026 | |
| 10 | Advisors Asset Management, Inc. | $2.1M | 308K | ▲+5.3% Added · +16K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $2.0M | 299K | ▲+4.6% Added · +13K sh | Q1 2026 | |
| 12 | Hennion & Walsh Asset Management, Inc. | $1.8M | 291K | ▼−8.3% Reduced · −26K sh | Q2 2026 | |
| 13 | RENAISSANCE TECHNOLOGIES LLC | $1.9M | 272K | ▲+4.2% Added · +11K sh | Q1 2026 | |
| 14 | Qube Research & Technologies Ltd | $1.8M | 270K | ▲New +270K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $1.7M | 250K | ▲+28% Added · +55K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 218K | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 17 | Sigma Planning Corp | $1.4M | 212K | ▼−24% Reduced · −68K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 208K | ▼−11% Reduced · −25K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $1.4M | 208K | ▼−34% Reduced · −110K sh | Q1 2026 | |
| 20 | BlackRock, Inc. | $1.4M | 200K | ▼−47% Reduced · −175K sh | Q1 2026 | |
| 21 | Alpine Global Management, LLC | $1.3M | 194K | ▲+107% Added · +100K sh | Q1 2026 | |
| 22 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.4M | 187K | ▲+40% Added · +53K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $1.2M | 176K | ▲+2.7% Added · +5K sh | Q1 2026 | |
| 24 | OneDigital Investment Advisors LLC | $959K | 140K | ▼−22% Reduced · −39K sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | $840K | 123K | ▼−14% Reduced · −19K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 46 funds | $8.4B |
| BROADCOM INCAVGO | 45 funds | $4.5B |
| MICRON TECHNOLOGY INCMU | 45 funds | $2.9B |
| COSTCO WHOLESALE CORPCOST | 45 funds | $2.2B |
| ELI LILLY & COLLY | 45 funds | $2.2B |
| VISA INC-CLASS A SHARESV | 45 funds | $2.0B |
| GENERAL ELECTRICGE | 45 funds | $1.4B |
| PALANTIR TECHNOLOGIES INC-APLTR | 45 funds | $1.4B |
| BOOKING HOLDINGS INCBKNG | 45 funds | $771.1M |
| AT&T INCT | 45 funds | $704.2M |
| ADOBE INCADBE | 45 funds | $432.5M |
| NVIDIA CORPNVDA | 44 funds | $12.0B |
Ranked by how many of CION's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2025 | Reisner Michael A | Co-Chairman & Co-CEO, Director | Buy (P) | 472 | $5K |
| May 27, 2025 | FINLAY PETER I. | Director | Buy (P) | 200 | $2K |
| May 22, 2025 | ROMAN STEPHEN | CCO & Secretary | Buy (P) | 600 | $6K |
| May 16, 2025 | Breakstone Robert A | Director | Buy (P) | 500 | $5K |
| May 12, 2025 | Reisner Michael A | Co-Chairman & Co-CEO, Director | Buy (P) | 515 | $5K |
| May 12, 2025 | Gatto Mark | Co-Chairman & Co-CEO, Director | Buy (P) | 2K | $20K |
| Apr 1, 2025 | BRESNER GREGG A. | President & CIO | Buy (P) | 1K | $10K |
| Mar 31, 2025 | BRESNER GREGG A. | President & CIO | Buy (P) | 1K | $10K |
| Mar 28, 2025 | Reisner Michael A | Co-Chairman & Co-CEO, Director | Buy (P) | 490 | $5K |
| Mar 24, 2025 | Breakstone Robert A | Director | Buy (P) | 500 | $5K |
| Mar 19, 2025 | BRESNER GREGG A. | President & CIO | Buy (P) | 1K | $11K |
| Mar 18, 2025 | Pinero Eric A. | Chief Legal Officer | Buy (P) | 465 | $5K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CION/capital-change-brief"
Use Arkolith's capital_change_brief for CION. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CION. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.