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Disclosery

CION CION INVT CORP

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COM (common), issuer CIK 1534254

175 managers (177 13F filers) reported a position in CION shares at 2024-12-31, 19,472,262 shares in all. 15 filers opened a position and 24 filers sold out during the quarter.

Managers
175
13F filers
177
New
15
Added
54
Reduced
60
Sold out
24
Shares held by filers
19,472,262

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLP1,682,352$19.2M5.01%+646,59613F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,329,799$15.2M0.02%+21,82513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,042,279$11.9M<0.01%new13F-HRTimelineGroup
LPL Financial LLC967,240$11M<0.01%-4,48113F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding956,972$10.9M+16,958Timeline
Cambridge Investment Research Advisors,…905,919$10.3M0.03%-6,95513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN722,201$8.23M<0.01%+711,97013F-HRTimelineGroup
Private Advisor Group, LLC667,922$7.61M0.04%+16,41713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding553,450$6.31M+202,570Timeline
MORGAN STANLEYin group MORGAN STANLEY546,560$6.23M<0.01%-697,89513F-HR/ATimelineGroup
PINKERTON WEALTH, LLC523,465$5.97M0.87%-135,70813F-HRTimeline
Hennion & Walsh Asset Management, Inc.504,411$5.75M0.26%+62,36513F-HRTimeline
Callodine Capital Management, LP500,000$5.7M1.18%-125,18013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC479,688$5.47M0.01%-68,91213F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC468,613$5.34M0.02%-87,65713F-HRTimelineGroup
North Ground Capital421,801$4.81M5.18%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources409,661$4.67M<0.01%+50,70513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC331,888$3.78M0.13%+2,43013F-HRTimeline
Berger Financial Group, Inc326,434$3.72M0.26%-6,81813F-HRTimeline
Sigma Planning Corp325,766$3.71M0.12%+19,10613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC298,858$3.41M<0.01%-43,12913F-HRTimeline
Arkadios Wealth Advisors292,964$3.34M0.18%+6,27513F-HRTimeline
Cetera Investment Advisers259,744$2.96M0.01%-30,26613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…253,698$2.89M0.48%+34513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.245,608$2.8M<0.01%+58,33713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.231,696$2.64M0.01%+24,13113F-HR/ATimelineGroup
Strong Tower Advisory Services205,941$2.35M0.61%+9,74213F-HRTimeline
OneDigital Investment Advisors LLC202,710$2.31M0.03%+5,98613F-HRTimeline
HighPoint Advisor Group LLC157,704$1.85M0.1%-30013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …168,958$1.84M0.14%-15,14313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC150,088$1.71M<0.01%13F-HR/ATimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…134,367$1.53M0.02%+36,22713F-HRTimelineGroup
Advisors Asset Management, Inc.121,199$1.38M0.03%+71,52613F-HR/ATimeline
UBS Group AGin group UBS Group AG97,502$1.11M<0.01%+8,24813F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …97,281$1.11M0.25%+81,04813F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…81,660$931K0.38%+24,79413F-HRTimelineGroup
Trexquant Investment LP78,149$891K0.01%+31,71313F-HRTimeline
Trivium Point Advisory, LLC76,014$867K0.11%-5,03813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.75,582$862K<0.01%+62,59413F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC74,621$850K<0.01%+19,96913F-HRTimelineGroup
Atria Wealth Solutions, Inc.73,555$839K0.01%+3,24313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…66,973$766K0.06%-804,10713F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…63,262$721K0.01%013F-HRTimelineGroup
Endowment Wealth Management, Inc.59,852$682K0.46%+1,52213F-HRTimeline
Cooper Financial Group52,808$602K0.07%-1,43913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC52,747$601K0.01%+7,06013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,632$600K<0.01%+64513F-HRTimelineGroup
Continuum Advisory, LLC45,434$518K0.07%-1,38913F-HRTimeline
REDMONT WEALTH ADVISORS LLC44,101$503K0.87%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,822$488K0.01%+1,09313F-HRTimelineGroup
Whipplewood Advisors, LLC40,899$466K0.27%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,647$429K<0.01%-2,29713F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC37,204$424K0.04%-2,63913F-HRTimeline
Consolidated Portfolio Review Corp36,610$417K0.07%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,126$400K<0.01%-44,07113F-HRTimelineGroup
BlueChip Wealth Advisors LLC34,616$395K0.22%-14,85713F-HRTimeline
Koshinski Asset Management, Inc.34,136$389K0.03%013F-HRTimeline
TOWNSQUARE CAPITAL LLC33,883$386K<0.01%+2,44513F-HRTimeline
A&I FINANCIAL SERVICES, LLC33,860$386K0.38%13F-HRTimeline
ExodusPoint Capital Management, LP32,459$370K<0.01%-21,65213F-HRTimeline
Beacon Capital Management, LLC32,450$370K0.05%+65413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC32,381$369K<0.01%-6,95013F-HRTimelineGroup
LSV ASSET MANAGEMENT31,000$353K<0.01%+25,20013F-HRTimeline
TT Capital Management LLC29,698$339K0.27%13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC29,233$333K0.09%-27813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,198$333K0.02%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED27,851$313K0.03%013F-HRTimeline
AE Wealth Management LLC27,320$311K<0.01%-3,91513F-HRTimeline
Mariner, LLCin group Mariner, LLC27,172$310K<0.01%-4,85213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …26,869$306K0.01%-9,25013F-HRTimelineGroup
United Advisor Group, LLC26,455$302K0.06%-413F-HRTimeline
Orion Porfolio Solutions, LLC26,377$301K<0.01%-73213F-HRTimeline
Orion Portfolio Solutions, LLC26,377$301K<0.01%-73213F-HRTimeline
IHT Wealth Management, LLC25,958$296K0.01%+17813F-HRTimeline
EPG Wealth Management LLC25,808$294K0.08%-4,56713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC25,666$293K<0.01%-2,22213F-HRTimelineGroup
EWG Elevate Inc.25,474$290K0.09%-2,32013F-HRTimeline
GatePass Capital, LLC24,820$283K0.31%13F-HRTimeline
PAX Financial Group, LLC24,627$281K0.05%+32413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,621$281K<0.01%+3,20513F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC23,831$272K0.01%+13,19913F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC23,820$272K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,655$270K<0.01%-22,43713F-HRTimeline
SIMON QUICK ADVISORS, LLC23,521$268K0.02%+69413F-HRTimeline
HighTower Advisors, LLC22,956$262K<0.01%+3,23613F-HRTimeline
HRT FINANCIAL LP22,798$259K<0.01%-49,63613F-HRTimeline
IFP Advisors, Inc22,325$255K0.01%-79713F-HRTimeline
Founders Financial Alliance, LLC21,769$248K0.07%+1,08613F-HRTimeline
Strategic Blueprint, LLC21,377$244K0.01%+4,40713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,305$243K<0.01%+7,77813F-HRTimelineGroup
Collaborative Wealth Managment Inc.21,126$241K0.11%+1613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,100$241K<0.01%-2,12713F-HRTimelineGroup
Beacon Pointe Advisors, LLC20,275$231K<0.01%-12,88713F-HRTimeline
GPS Wealth Strategies Group, LLC20,184$230K0.03%-1,00013F-HRTimeline
SWMG, LLC19,374$223K0.09%013F-HRTimeline
Western Wealth Management, LLC19,181$219K0.01%-70013F-HR/ATimeline
Transce3nd, LLC19,110$218K0.07%13F-HRTimeline
HARBOUR INVESTMENTS, INC.18,246$208K0.01%+9713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,200$207K0.01%new13F-HR/ATimelineGroup
Belpointe Asset Management LLC16,456$202K0.01%013F-HRTimeline
AVISO WEALTH MANAGEMENT17,691$202K0.1%-4,15913F-HRTimeline
Creative Planningin group Creative Planning17,273$197K<0.01%+3,43813F-HRTimelineGroup
Winthrop Advisory Group LLC17,085$195K0.02%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC16,865$192K0.08%013F-HRTimeline
NFSG Corp16,740$191K0.05%-6913F-HRTimeline
BridgePort Financial Solutions, LLC15,576$191K0.09%13F-HRTimeline
Wealthspire Advisors, LLC16,687$190K<0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,590$189K<0.01%-2,36213F-HRTimelineGroup
Verition Fund Management LLC16,500$188K<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,392$187K<0.01%+14513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management16,258$185K0.01%013F-HRTimelineGroup
Triumph Capital Management15,253$174K0.06%-26513F-HRTimeline
Integrated Wealth Concepts LLC15,230$174K<0.01%013F-HRTimeline
Engineers Gate Manager LP15,163$173K<0.01%-2,67613F-HRTimeline
Cape Investment Advisory, Inc.15,045$172K0.07%-43113F-HRTimeline
Creekmur Asset Management LLC14,618$167K0.04%-5,29913F-HRTimeline
Y-Intercept (Hong Kong) Ltd14,384$164K0.01%-9,53813F-HRTimeline
FULLCIRCLE WEALTH LLC12,811$153K0.06%013F-HRTimeline
GSA CAPITAL PARTNERS LLP13,384$153K0.01%-6,47213F-HRTimeline
Global Retirement Partners, LLC12,998$148K<0.01%+14113F-HRTimeline
Clearstead Advisors, LLC12,998$148K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc12,688$145K0.06%-1,78213F-HRTimeline
WEDBUSH SECURITIES INC12,450$142K0.01%013F-HRTimeline
Entropy Technologies, LP12,083$138K0.01%new13F-HRTimeline
First Heartland Consultants, Inc.11,951$136K0.01%013F-HRTimeline
SageView Advisory Group, LLC11,322$129K0.01%013F-HRTimeline
Bensler, LLC11,211$128K0.02%+26313F-HRTimeline
Dynamic Technology Lab Private Ltd11,111$127K0.02%new13F-HRTimeline
Providence Wealth Advisors, LLC11,146$127K0.1%013F-HRTimeline
GWN SECURITIES INC.10,819$124K0.03%13F-HRTimeline
Coppell Advisory Solutions LLC10,966$123K0.02%+1,09313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC10,594$121K0.04%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,535$120K<0.01%-33813F-HRTimelineGroup
Catalina Capital Group, LLC10,197$116K0.04%-17,04013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,902$113K<0.01%-4,85613F-HRTimelineGroup
Aquatic Capital Management LLC8,992$103K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC8,486$98.7K0.06%-2,43813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…8,486$98.7K0.06%-2,43813F-HRTimelineGroup
Golden State Wealth Management, LLC8,434$96.2K0.01%13F-HRTimeline
Quantbot Technologies LP8,421$96K<0.01%-29113F-HRTimeline
CWM, LLCin group CWM, LLC7,499$85K<0.01%+6313F-HRTimelineGroup
PRIVATE TRUST CO NA7,284$83K0.01%013F-HRTimeline
Geneos Wealth Management Inc.7,231$82.4K<0.01%-78913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,462$73.7K<0.01%-13,02613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,364$73.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC5,826$66.4K<0.01%-8113F-HRTimeline
AMERIFLEX GROUP, INC.4,681$54.9K0.03%13F-HRTimeline
WPG Advisers, LLC4,555$51.9K0.05%13F-HRTimeline
Joseph Group Capital Management4,131$47.1K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,000$44.3K<0.01%013F-HRTimelineGroup
MAI Capital Management3,562$40.6K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC3,309$37.7K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,151$35.9K<0.01%+73113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,133$35.7K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,908$33.2K<0.01%+73513F-HRTimelineGroup
Main Street Group, LTD2,856$32.6K0.01%013F-HRTimeline
New England Capital Financial Advisors …2,315$26.4K0.01%+6813F-HRTimeline
Tidemark, LLC2,134$24.3K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,100$23.9K0.01%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,998$22.8K<0.01%+1,55913F-HRTimelineGroup
COMERICA BANK1,994$22.7K<0.01%013F-HR/ATimeline
Sunbelt Securities, Inc.2,000$22.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,562$17.8K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…800$9.12K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC590$6.73K<0.01%013F-HRTimeline
Kozak & Associates, Inc.545$6.27K<0.01%+1613F-HRTimeline
Brooklyn Investment Group418$4.77K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC404$4.61K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…400$4.56K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.399$4.49K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC285$3.25K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/66$752<0.01%new13F-HRTimelineGroup
Caitong International Asset Management …66$752<0.01%13F-HR/ATimeline
NewEdge Advisors, LLC6$70<0.01%013F-HRTimeline
RE Dickinson Investment Advisors, LLC538$61<0.01%new13F-HR/ATimeline