Skip to content
Disclosery

CION CION INVT CORP

Follow

COM (common), issuer CIK 1534254

172 managers (174 13F filers) reported a position in CION shares at 2025-03-31, 19,707,489 shares in all. 23 filers opened a position and 24 filers sold out during the quarter.

Managers
172
13F filers
174
New
23
Added
56
Reduced
53
Sold out
24
Shares held by filers
19,707,489

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLP1,694,446$17.5M4.75%+12,09413F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,227,826$12.7M0.02%-101,97313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,005,064$10.4M<0.01%-37,21513F-HRTimelineGroup
LPL Financial LLC992,946$10.3M<0.01%+25,70613F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding931,017$9.64M-25,955Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN880,204$9.11M<0.01%+158,00313F-HRTimelineGroup
Cambridge Investment Research Advisors,…859,402$8.89M0.03%-46,51713F-HRTimeline
Private Advisor Group, LLC739,356$7.65M0.05%+71,43413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC577,300$5.98M0.01%+97,61213F-HRTimeline
North Ground Capital581,100$5.84M5.94%+159,29913F-HRTimeline
Hennion & Walsh Asset Management, Inc.555,374$5.75M0.26%+50,96313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY548,556$5.68M<0.01%+1,99613F-HRTimelineGroup
Callodine Capital Management, LP500,000$5.17M0.86%013F-HRTimeline
PINKERTON WEALTH, LLC478,317$4.95M0.64%-45,14813F-HRTimeline
Berger Financial Group, Inc381,926$3.95M0.27%+55,49213F-HRTimeline
UBS Group AGin group UBS Group AG343,981$3.56M<0.01%+246,47913F-HRTimelineGroup
Sigma Planning Corp338,143$3.5M0.11%+12,37713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding336,500$3.48M-216,950Timeline
INDEPENDENT FINANCIAL GROUP, LLC336,284$3.48M0.12%+4,39613F-HRTimeline
Arkadios Wealth Advisors318,983$3.3M0.13%+26,01913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC295,068$3.05M<0.01%-3,79013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…253,627$2.63M0.47%-7113F-HRTimeline
Cetera Investment Advisers252,994$2.62M0.01%-6,75013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.239,911$2.48M0.01%+8,21513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.232,315$2.4M<0.01%-13,29313F-HRTimelineGroup
OneDigital Investment Advisors LLC200,964$2.08M0.02%-1,74613F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…184,026$1.91M0.02%+49,65913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC174,686$1.81M<0.01%+24,59813F-HRTimelineGroup
Strong Tower Advisory Services191,279$1.69M0.42%-14,66213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources161,878$1.68M<0.01%-247,78313F-HRTimelineGroup
LSV ASSET MANAGEMENT158,200$1.64M<0.01%+127,20013F-HRTimeline
HighPoint Advisor Group LLC157,704$1.59M0.09%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …154,702$1.56M0.12%-14,25613F-HRTimelineGroup
Advisors Asset Management, Inc.134,665$1.39M0.03%+13,46613F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC129,776$1.34M0.01%+105,15513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC100,541$1.04M<0.01%+47,90913F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …97,281$1.01M0.22%13F-HRTimelineGroup
Virtus Investment Advisers, LLCgroup of 2 filers holding90,249$934K+8,589Timeline
TUDOR INVESTMENT CORP ET AL89,388$925K0.01%new13F-HRTimeline
Alpine Global Management, LLC88,836$919K0.25%new13F-HRTimeline
Trivium Point Advisory, LLC69,866$723K0.09%-6,14813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…66,973$693K0.06%013F-HRTimeline
Redhawk Wealth Advisors, Inc.65,718$680K0.09%new13F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…63,262$655K0.01%013F-HRTimelineGroup
Trexquant Investment LP62,120$643K0.01%-16,02913F-HRTimeline
Endowment Wealth Management, Inc.60,077$622K0.4%+22513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO54,713$566K<0.01%+48,25113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC54,457$564K0.01%+1,71013F-HRTimelineGroup
Cooper Financial Group52,808$547K0.07%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC53,182$539K0.05%+15,97813F-HRTimeline
Strategic Blueprint, LLC51,604$534K0.03%+30,22713F-HRTimeline
BlueChip Wealth Advisors LLC51,366$532K0.26%+16,75013F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC50,023$518K0.01%new13F-HRTimelineGroup
GatePass Capital, LLC43,000$445K0.33%+18,18013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,983$445K0.01%+16113F-HRTimelineGroup
Creative Planningin group Creative Planning42,815$443K<0.01%+25,54213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,655$441K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC42,245$437K0.06%-3,18913F-HRTimeline
Consolidated Portfolio Review Corp42,021$435K0.07%+5,41113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,835$423K<0.01%+8,45413F-HRTimelineGroup
HighTower Advisors, LLC39,500$409K<0.01%+16,54413F-HRTimeline
Marex Group Ltdin group Marex Group Ltd35,184$364K0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.34,136$353K0.03%013F-HRTimeline
AE Wealth Management LLC32,079$332K<0.01%+4,75913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,557$327K<0.01%new13F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC31,438$325K<0.01%-2,44513F-HRTimeline
REDMONT WEALTH ADVISORS LLC31,151$322K0.63%-12,95013F-HRTimeline
Beacon Capital Management, LLC31,030$321K0.04%-1,42013F-HRTimeline
TT Capital Management LLC30,998$321K0.27%+1,30013F-HRTimeline
A&I FINANCIAL SERVICES, LLC30,780$319K0.22%-3,08013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,757$308K<0.01%-7,89013F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.29,755$308K<0.01%-43,80013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC29,423$305K0.09%+19013F-HRTimeline
Clearstead Advisors, LLC28,565$296K<0.01%+15,56713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED27,851$291K0.03%013F-HR/ATimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC27,349$283K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC26,593$275K<0.01%-57913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.26,147$271K<0.01%new13F-HRTimeline
IHT Wealth Management, LLC25,984$269K0.01%+2613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC25,666$266K<0.01%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC25,538$264K0.03%new13F-HRTimeline
EWG Elevate Inc.25,474$264K0.1%013F-HRTimeline
Founders Financial Alliance, LLC24,677$255K0.06%+2,90813F-HRTimeline
PAX Financial Group, LLC24,627$255K0.05%013F-HRTimeline
United Advisor Group, LLC24,136$250K0.05%-2,31913F-HRTimeline
SIMON QUICK ADVISORS, LLC23,624$245K0.01%+10313F-HRTimeline
EPG Wealth Management LLC23,213$240K0.07%-2,59513F-HRTimeline
Triumph Capital Management23,199$240K0.08%+7,94613F-HRTimeline
Orion Porfolio Solutions, LLC22,738$235K<0.01%-3,63913F-HRTimeline
Orion Portfolio Solutions, LLC22,738$235K<0.01%-3,63913F-HR/ATimeline
Collaborative Wealth Managment Inc.21,129$219K0.1%+313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,577$213K0.01%-6,29213F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth20,427$211K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC19,803$205K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.19,621$203K<0.01%+12,39013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC19,259$199K0.01%-4,57213F-HRTimelineGroup
Verition Fund Management LLC19,172$198K<0.01%+2,67213F-HRTimeline
SWMG, LLC19,374$195K0.08%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,666$193K0.01%+46613F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV18,594$192K<0.01%-5,06113F-HRTimeline
Symmetry Partners, LLC18,559$192K0.03%new13F-HRTimeline
AVISO WEALTH MANAGEMENT17,691$183K0.1%013F-HRTimeline
Winthrop Advisory Group LLC17,085$183K0.02%013F-HRTimeline
Tanglewood Legacy Advisors, LLC16,865$175K0.08%013F-HRTimeline
Wealthspire Advisors, LLC16,687$173K<0.01%013F-HRTimeline
IFP Advisors, Inc16,501$171K0.01%-5,82413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,392$170K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC16,350$169K0.01%+3,90013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,258$168K0.01%013F-HRTimelineGroup
BridgePort Financial Solutions, LLC15,987$165K0.07%+41113F-HRTimeline
HARBOUR INVESTMENTS, INC.15,660$162K<0.01%-2,58613F-HRTimeline
GPS Wealth Strategies Group, LLC15,350$159K0.02%-4,83413F-HRTimeline
Engineers Gate Manager LP15,336$159K<0.01%+17313F-HRTimeline
Integrated Wealth Concepts LLC15,230$158K<0.01%013F-HRTimeline
NFSG Corp15,094$156K0.04%-1,64613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,080$156K<0.01%-20,04613F-HRTimelineGroup
Cape Investment Advisory, Inc.15,045$156K0.06%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,943$155K<0.01%-1,64713F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC14,599$153K0.01%-14,59913F-HR/ATimeline
ExodusPoint Capital Management, LP14,500$150K<0.01%-17,95913F-HRTimeline
Belpointe Asset Management LLC14,456$150K0.01%-2,00013F-HRTimeline
OMERS ADMINISTRATION Corp13,700$142K<0.01%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC13,259$137K0.11%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd13,165$136K0.01%-1,21913F-HRTimeline
Western Wealth Management, LLC13,068$135K0.01%-6,11313F-HRTimeline
FULLCIRCLE WEALTH LLC12,214$124K0.05%-59713F-HRTimeline
SageView Advisory Group, LLC11,322$117K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc11,298$117K0.05%-1,39013F-HRTimeline
Providence Wealth Advisors, LLC11,146$117K0.09%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT11,099$115K0.07%new13F-HRTimeline
Coppell Advisory Solutions LLC10,966$111K0.02%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC10,594$110K0.04%013F-HRTimeline
Bensler, LLC10,250$106K0.01%-96113F-HRTimeline
Catalina Capital Group, LLC10,197$106K0.07%013F-HRTimeline
Golden State Wealth Management, LLC10,031$104K0.02%+1,59713F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8,407$87K<0.01%-66,21413F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…7,711$79.8K0.06%-77513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,590$78.6K<0.01%-2,31213F-HRTimelineGroup
CWM, LLCin group CWM, LLC7,499$78K<0.01%013F-HRTimelineGroup
Transce3nd, LLC7,495$77.6K0.03%-11,61513F-HRTimeline
PRIVATE TRUST CO NA7,284$75.4K0.01%013F-HRTimeline
Farther Finance Advisors, LLC5,826$61.1K<0.01%013F-HRTimeline
Joseph Group Capital Management4,131$42.8K0.02%013F-HRTimeline
Main Street Group, LTD3,774$39.1K0.02%+91813F-HRTimeline
MAI Capital Management3,562$36.9K<0.01%013F-HRTimeline
WPG Advisers, LLC3,497$36.2K0.03%-1,05813F-HRTimeline
SIGNATUREFD, LLC3,309$34.2K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,280$33.9K<0.01%+12913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,133$32.4K<0.01%013F-HRTimelineGroup
Wealth Preservation Advisors, LLC3,061$31.7K0.02%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,000$31.1K<0.01%new13F-HRTimeline
Quarry LP2,570$26.6K0.01%new13F-HRTimeline
COMERICA BANK2,342$24.2K<0.01%+34813F-HRTimeline
New England Capital Financial Advisors …2,326$24.1K0.01%+1113F-HRTimeline
Tidemark, LLC2,134$22.1K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,100$21.7K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.2,000$20.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,562$16.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,004$10.4K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC930$9K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…800$8.28K<0.01%013F-HRTimeline
Kozak & Associates, Inc.567$5.14K<0.01%+2213F-HRTimeline
Sound Income Strategies, LLC404$4.18K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…400$4.14K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.399$4.13K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.153$1.58K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…80$828<0.01%new13F-HRTimelineGroup
Caitong International Asset Management …69$714<0.01%+313F-HRTimeline
Creekmur Asset Management LLC15$159<0.01%-14,60313F-HRTimeline
NewEdge Advisors, LLC6$64<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-6,36413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Whipplewood Advisors, LLC25$453K-40,87413F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.