Among active 13F managers last quarter, 5 opened and 23 added, while 20 reduced; the largest holder to move was Van Eck Associates Corp (+28%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
131 tracked 13F filers disclose a position in CION as of the latest SEC 13F filings, a combined $89.8M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bulldog Investors, LLP | 1.5M | $9.6M | —Held | Q2 2026 | |
| 2 | Van Eck Associates Corp | 1.2M | $7.7M | ▲+28% Added · +268K sh | Q2 2026 | |
| 3 | Morgan Stanley | 1.2M | $7.9M | ▲+154% Added · +699K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 989K | $6.8M | ▲+5.9% Added · +55K sh | Q1 2026 | |
| 5 | UBS Group AG | 683K | $4.7M | ▲+23% Added · +127K sh | Q1 2026 | |
| 6 | Callodine Capital Management, LP | 674K | $4.2M | ▲+10% Added · +62K sh | Q2 2026 | |
| 7 | Berger Financial Group, Inc | 404K | $2.5M | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 8 | D. E. Shaw & Co., Inc. | 349K | $2.4M | ▲+250% Added · +249K sh | Q1 2026 | |
| 9 | Arkadios Wealth Advisors | 322K | $2.0M | ▼−3.9% Reduced · −13K sh | Q2 2026 | |
| 10 | Hennion & Walsh Asset Management, Inc. | 291K | $1.8M | ▼−8.3% Reduced · −26K sh | Q2 2026 | |
| 11 | Advisors Asset Management, Inc. | 290K | $1.8M | ▼−5.8% Reduced · −18K sh | Q2 2026 | |
| 12 | Renaissance Technologies LLC | 272K | $1.9M | ▲+4.2% Added · +11K sh | Q1 2026 | |
| 13 | Qube Research & Technologies Ltd | 270K | $1.8M | ▲New +270K sh | Q1 2026 | |
| 14 | Osaic Holdings, Inc. | 250K | $1.7M | ▲+28% Added · +55K sh | Q1 2026 | |
| 15 | Commonwealth Equity Services, LLC | 218K | $1.5M | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 16 | Envestnet Asset Management Inc | 208K | $1.4M | ▼−11% Reduced · −25K sh | Q1 2026 | |
| 17 | Jane Street Group, LLC | 208K | $1.4M | ▼−34% Reduced · −110K sh | Q1 2026 | |
| 18 | Sigma Planning Corp | 200K | $1.2M | ▼−5.4% Reduced · −12K sh | Q2 2026 | |
| 19 | BlackRock, Inc. | 196K | $1.2M | ▼−2.4% Reduced · −5K sh | Q2 2026 | |
| 20 | Raymond James Financial Inc | 176K | $1.2M | ▲+2.7% Added · +5K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | 170K | $1.1M | ▼−43% Reduced · −130K sh | Q2 2026 | |
| 22 | Pinkerton Wealth, LLC | 163K | $1.1M | ▼−29% Reduced · −66K sh | Q2 2026 | |
| 23 | Alpine Global Management, LLC | 156K | $970K | ▼−20% Reduced · −38K sh | Q2 2026 | |
| 24 | True Freedom Investing, LLC | 143K | $979K | —Held | Q2 2026 | |
| 25 | OneDigital Investment Advisors LLC | 140K | $959K | ▼−22% Reduced · −39K 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.
Last quarter, 5 funds opened a new position in CION and 23 added to an existing one, while 20 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 72 funds | $30.0B |
| Microsoft CorpMSFT | 72 funds | $9.3B |
| Alphabet Inc-CL AGOOGL | 71 funds | $7.7B |
| Apple IncAAPL | 70 funds | $13.1B |
| Meta Platforms Inc-Class AMETA | 69 funds | $5.3B |
| Micron Technology IncMU | 68 funds | $11.0B |
| Amazon.com IncAMZN | 68 funds | $7.1B |
| Tesla IncTSLA | 68 funds | $4.8B |
| JPMorgan Chase & CoJPM | 66 funds | $4.7B |
| Eli Lilly & CoLLY | 66 funds | $3.3B |
| Oracle CorpORCL | 66 funds | $926.7M |
| Broadcom IncAVGO | 65 funds | $13.0B |
Ranked by how many of CION's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CION.
| 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 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 39 | 40 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CION
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.