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Disclosery

CION CION INVT CORP

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COM (common), issuer CIK 1534254

135 managers (138 13F filers) reported a position in CION shares at 2026-06-30, 16,088,225 shares in all. 11 filers opened a position and 33 filers sold out during the quarter.

Managers
135
13F filers
138
New
11
Added
40
Reduced
53
Sold out
33
Shares held by filers
16,088,225

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bulldog Investors, LLP1,538,071$9.58M2.11%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,368,725$8.53M<0.01%+751,30013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,266,950$7.89M<0.01%+114,00013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,236,397$7.7M<0.01%+268,24213F-HRTimelineGroup
LPL Financial LLC1,019,029$6.35M<0.01%+29,87613F-HRTimeline
UBS Group AGin group UBS Group AG915,653$5.7M<0.01%+232,65113F-HRTimelineGroup
Cambridge Investment Research Advisors,…713,829$4.45M0.01%-4,68013F-HR/ATimeline
Callodine Capital Management, LP674,138$4.2M0.28%+61,75013F-HRTimeline
Berger Financial Group, Inc404,493$2.52M0.13%-2,40613F-HRTimeline
LSV ASSET MANAGEMENT387,536$2.41M<0.01%013F-HRTimeline
Arkadios Wealth Advisors322,360$2.01M0.03%-13,05813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.312,707$1.95M<0.01%-35,93313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.291,108$1.81M<0.01%+40,84313F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.290,756$1.81M0.05%-26,49613F-HRTimeline
Advisors Asset Management, Inc.290,200$1.81M0.03%-17,75413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC248,600$1.55M<0.01%-23,20013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding256,046$1.54M+69,524Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC210,410$1.31M<0.01%+2,02413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC207,748$1.29M<0.01%-10,32013F-HRTimeline
Sigma Planning Corp200,157$1.25M0.03%-11,50613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.195,515$1.22M<0.01%-4,87813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding186,866$1.16M-129,410Timeline
PINKERTON WEALTH, LLC163,035$1.12M0.1%-65,60113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/169,916$1.06M<0.01%+113,94913F-HRTimelineGroup
True Freedom Investing, LLC143,122$979K0.08%013F-HRTimeline
Alpine Global Management, LLC155,635$970K0.16%-38,42513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…121,169$755K0.31%-86,89313F-HRTimelineGroup
Qube Research & Technologies Ltd113,967$710K<0.01%-155,75913F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…108,061$673K0.16%+18,65313F-HRTimelineGroup
Cetera Investment Advisers96,207$599K<0.01%-26,54113F-HRTimeline
ADAPT WEALTH ADVISORS, LLC92,197$574K0.19%-3,57013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC87,043$542K0.01%+2,80913F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …78,833$491K0.08%13F-HRTimelineGroup
Janney Montgomery Scott LLC76,920$479K<0.01%+1,11513F-HRTimeline
Curi Capital, LLC75,452$470K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…70,091$451K0.03%013F-HRTimeline
Hopwood Nicholas Hunter71,233$444K0.12%+2,38413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,563$440K<0.01%+6,54913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,994$430K<0.01%+35,34913F-HRTimelineGroup
Endowment Wealth Management, Inc.68,503$427K0.17%+2,10313F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…63,263$394K0.01%+113F-HRTimelineGroup
Private Advisor Group, LLC62,823$391K<0.01%-797,79313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC62,627$390K0.01%+17,82013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP61,461$383K<0.01%-54,23413F-HRTimelineGroup
AE Wealth Management LLC57,839$360K<0.01%+1,39213F-HRTimeline
Campbell & CO Investment Adviser LLC53,883$336K0.02%-12,43013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…38,565$240K<0.01%-145,46113F-HRTimelineGroup
Engineers Gate Manager LP37,935$236K<0.01%+23,89713F-HRTimeline
WEDBUSH SECURITIES INC37,475$233K0.01%+1,30013F-HRTimeline
Continuum Advisory, LLC37,229$232K0.02%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC36,904$230K0.01%013F-HRTimeline
Closed-End Fund Advisors, Inc.34,430$214K0.21%+2313F-HRTimeline
Strategic Blueprint, LLC34,177$213K0.01%-1,72213F-HRTimeline
Symmetry Partners, LLC33,214$207K0.01%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding31,379$195K-5,894Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,842$192K<0.01%-9,73113F-HRTimelineGroup
Creative Planningin group Creative Planning30,679$191K<0.01%+44213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,327$189K<0.01%-145,75713F-HRTimelineGroup
Koshinski Asset Management, Inc.29,440$183K0.01%013F-HRTimeline
Founders Financial Alliance, LLC28,913$180K0.02%-70013F-HRTimeline
Trivium Point Advisory, LLC28,167$175K0.02%-13,79213F-HRTimeline
Kovack Advisors, Inc.25,671$166K0.01%+1,07013F-HRTimeline
TT Capital Management LLC25,312$158K0.12%-52013F-HRTimeline
Avior Wealth Management, LLC24,806$155K<0.01%013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd24,300$151K<0.01%-90613F-HRTimelineGroup
United Advisor Group, LLC24,085$150K0.02%013F-HRTimeline
IHT Wealth Management, LLC23,242$145K<0.01%-2,42413F-HRTimeline
OXFORD ASSET MANAGEMENT LLP22,676$141K0.07%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GatePass Capital, LLC22,500$140K0.05%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.22,299$139K<0.01%+86513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,864$136K<0.01%-64613F-HRTimelineGroup
DOLIVER ADVISORS, LP21,600$135K0.03%-14,40013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED20,973$131K0.01%-4,71513F-HRTimeline
BlueChip Wealth Advisors LLC20,594$128K0.05%-4,08213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC20,590$128K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.20,062$125K<0.01%-1,03713F-HRTimeline
Golden State Wealth Management, LLC20,045$125K0.01%+40713F-HRTimeline
SWMG, LLC19,374$124K0.03%013F-HRTimeline
A&I FINANCIAL SERVICES, LLC19,510$122K0.05%-5,39213F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…18,920$118K0.01%+4,07513F-HRTimeline
Legacy Advisors, LLC17,000$106K0.01%013F-HRTimeline
Wealthspire Advisors, LLC16,687$104K<0.01%013F-HRTimeline
Entropy Technologies, LP14,716$91.7K<0.01%-83513F-HRTimeline
SMH CAPITAL ADVISORS INC14,600$91K0.36%013F-HR/ATimeline
Catalyst Capital Advisors LLC14,600$91K<0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,466$90.1K<0.01%-13313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,313$89K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC14,001$87.2K<0.01%13F-HRTimeline
Belpointe Asset Management LLC13,233$82.4K<0.01%-1,86013F-HRTimeline
Mariner, LLCin group Mariner, LLC13,115$81.7K<0.01%-66313F-HRTimelineGroup
Western Wealth Management, LLC13,068$81.4K<0.01%013F-HRTimeline
Merit Financial Group, LLC12,630$78.7K<0.01%+10013F-HR/ATimeline
Triumph Capital Management12,628$78.7K0.01%-41513F-HRTimeline
Integrated Wealth Concepts LLC12,431$77.4K<0.01%-56313F-HRTimeline
BridgePort Financial Solutions, LLC12,233$76.2K0.02%013F-HRTimeline
AVISO WEALTH MANAGEMENT12,080$75.3K0.03%-2,55213F-HRTimeline
OneDigital Investment Advisors LLC11,731$73.1K<0.01%-128,40913F-HRTimeline
First Heartland Consultants, Inc.11,653$72.6K<0.01%+25413F-HRTimeline
Geneos Wealth Management Inc.11,392$71K<0.01%+2,59013F-HRTimeline
IFP Advisors, Inc11,274$70.2K<0.01%+11513F-HRTimeline
PAX Financial Group, LLC11,046$68.8K0.01%013F-HRTimeline
Savvy Advisors, Inc.10,876$67.8K<0.01%+11213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,857$67.6K<0.01%-21,94213F-HRTimelineGroup
Empowered Funds, LLC10,781$67.2K<0.01%-1,92513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO10,541$65.7K0.01%new13F-HRTimeline
RFG Advisory, LLC10,230$63.7K<0.01%new13F-HRTimeline
HighTower Advisors, LLC10,200$63.5K<0.01%-5,21613F-HRTimeline
BXM Wealth LLC10,190$63.5K0.03%new13F-HRTimeline
Gen-Wealth Partners Inc9,500$59.2K0.02%013F-HRTimeline
Essential Investment Partners LLC8,380$52.2K0.04%013F-HRTimeline
Farther Finance Advisors, LLC5,826$36.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA5,820$36.3K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,502$34.3K<0.01%+3,60013F-HRTimelineGroup
NFSG Corp4,698$29.3K<0.01%-10,39613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,253$26.5K<0.01%-10,00013F-HRTimelineGroup
Joseph Group Capital Management4,131$25.7K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,821$23.8K<0.01%013F-HRTimelineGroup
PlanVest Financial, Inc3,708$23.1K0.02%013F-HRTimeline
Lodestone Wealth Management LLC3,688$23K0.01%+15913F-HRTimeline
SIGNATUREFD, LLC3,309$20.6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,133$19.5K<0.01%-53313F-HRTimelineGroup
New England Capital Financial Advisors …2,923$18.2K<0.01%+12613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,641$16.5K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.2,587$16.1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,403$15K<0.01%-5,74913F-HRTimelineGroup
Tidemark, LLC2,134$13.3K<0.01%013F-HRTimeline
IFG Advisory, LLC2,038$12.7K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC1,600$9.97K<0.01%+17513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,597$9.95K<0.01%-11113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,578$9.89K<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC1,542$9.61K0.05%013F-HRTimeline
Kozak & Associates, Inc.687$4.47K<0.01%+2913F-HRTimeline
Main Street Group, LTD465$2.9K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.399$2.49K<0.01%013F-HRTimeline
Caitong International Asset Management …60$374<0.01%+1613F-HRTimeline