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Disclosery

CION CION INVT CORP

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COM (common), issuer CIK 1534254

160 managers (162 13F filers) reported a position in CION shares at 2025-06-30, 19,442,439 shares in all. 12 filers opened a position and 27 filers sold out during the quarter.

Managers
160
13F filers
162
New
12
Added
56
Reduced
51
Sold out
27
Shares held by filers
19,442,439

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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$14.7M3.72%-156,37513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,343,185$12.9M<0.01%+338,12113F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,304,706$12.5M0.01%+76,88013F-HRTimelineGroup
LPL Financial LLC1,067,915$10.2M<0.01%+74,96913F-HRTimeline
Cambridge Investment Research Advisors,…902,203$8.63M0.03%+42,80113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN887,357$8.49M<0.01%+7,15313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding711,153$6.81M-219,864Timeline
Private Advisor Group, LLC677,822$6.49M0.03%-61,53413F-HRTimeline
Hennion & Walsh Asset Management, Inc.585,434$5.6M0.23%+30,06013F-HRTimeline
UBS Group AGin group UBS Group AG551,905$5.28M<0.01%+207,92413F-HRTimelineGroup
Callodine Capital Management, LP550,000$5.26M0.55%+50,00013F-HRTimeline
North Ground Capital500,000$4.8M6.13%-81,10013F-HRTimeline
Berger Financial Group, Inc487,404$4.66M0.3%+105,47813F-HRTimeline
PINKERTON WEALTH, LLC461,725$4.42M0.53%-16,59213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY459,664$4.4M<0.01%-88,89213F-HRTimelineGroup
Sigma Planning Corp342,566$3.28M0.1%+4,42313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding332,539$3.18M-3,961Timeline
Arkadios Wealth Advisors329,379$3.15M0.09%+10,39613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.311,440$2.98M<0.01%+79,12513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC298,700$2.86M<0.01%-278,60013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC285,492$2.73M<0.01%-9,57613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC279,009$2.67M0.07%-57,27513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…267,634$2.56M0.42%+14,00713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.259,295$2.5M<0.01%+19,38413F-HR/ATimelineGroup
Cetera Investment Advisers247,703$2.37M<0.01%-5,29113F-HRTimeline
Advisors Asset Management, Inc.219,520$2.1M0.04%+84,85513F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC199,905$1.91M<0.01%+99,36413F-HRTimelineGroup
Strong Tower Advisory Services198,777$1.9M0.38%+7,49813F-HRTimeline
LSV ASSET MANAGEMENT186,600$1.79M<0.01%+28,40013F-HRTimeline
OneDigital Investment Advisors LLC184,073$1.76M0.02%-16,89113F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…184,026$1.76M0.02%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC182,218$1.74M<0.01%+7,53213F-HRTimelineGroup
HighPoint Advisor Group LLC157,704$1.51M0.08%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …132,850$1.41M0.09%-21,85213F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…109,146$1.04M0.35%+18,89713F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …97,634$934K0.18%13F-HRTimelineGroup
Alpine Global Management, LLC88,836$850K0.2%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…80,285$768K0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC69,707$667K0.01%+15,25013F-HRTimelineGroup
Trivium Point Advisory, LLC69,500$665K0.07%-36613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC66,254$634K<0.01%+38,90513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…64,996$622K0.05%-1,97713F-HRTimeline
Endowment Wealth Management, Inc.63,830$611K0.31%+3,75313F-HRTimeline
Y-Intercept (Hong Kong) Ltd63,351$606K0.01%+50,18613F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…63,262$605K0.01%013F-HR/ATimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC53,199$509K0.04%+1713F-HRTimeline
BlueChip Wealth Advisors LLC52,976$507K0.23%+1,61013F-HRTimeline
Whipplewood Advisors, LLC52,245$500K0.27%+52,22013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…51,286$491K0.01%+8,30313F-HRTimelineGroup
Cooper Financial Group50,895$487K0.06%-1,91313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,039$469K<0.01%+6,38413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC49,018$469K<0.01%+8,18313F-HRTimelineGroup
Strategic Blueprint, LLC48,293$462K0.02%-3,31113F-HRTimeline
Continuum Advisory, LLC42,245$404K0.05%013F-HRTimeline
Consolidated Portfolio Review Corp40,973$392K0.05%-1,04813F-HRTimeline
Symmetry Partners, LLC40,376$386K0.05%+21,81713F-HRTimeline
Trexquant Investment LP39,306$376K<0.01%-22,81413F-HRTimeline
HighTower Advisors, LLC35,778$342K<0.01%-3,72213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.35,751$342K<0.01%+9,60413F-HRTimeline
TT Capital Management LLC34,416$329K0.27%+3,41813F-HR/ATimeline
Beacon Capital Management, LLC33,404$320K0.04%+2,37413F-HRTimeline
AE Wealth Management LLC33,123$317K<0.01%+1,04413F-HRTimeline
Koshinski Asset Management, Inc.32,788$314K0.02%-1,34813F-HRTimeline
Mariner, LLCin group Mariner, LLC30,792$295K<0.01%+4,19913F-HRTimelineGroup
Quantbot Technologies LP29,665$284K0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC29,102$279K0.03%+3,56413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …28,979$277K0.01%+8,40213F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC28,743$275K0.16%-2,03713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED28,461$272K0.02%+61013F-HRTimeline
Verition Fund Management LLC27,409$262K<0.01%+8,23713F-HRTimeline
GatePass Capital, LLC27,000$258K0.17%-16,00013F-HRTimeline
SIMON QUICK ADVISORS, LLC25,526$244K0.01%+1,90213F-HR/ATimeline
EWG Elevate Inc.25,474$244K0.08%013F-HRTimeline
IHT Wealth Management, LLC25,450$244K0.01%-53413F-HRTimeline
Founders Financial Alliance, LLC24,588$235K0.05%-8913F-HRTimeline
EPG Wealth Management LLC24,195$232K0.07%+98213F-HRTimeline
United Advisor Group, LLC24,136$231K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,064$230K<0.01%-1,60213F-HRTimelineGroup
Creative Planningin group Creative Planning23,905$229K<0.01%-18,91013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.22,031$211K0.01%+3,36513F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd21,618$207K0.01%new13F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth20,427$195K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC20,400$195K0.01%+4,05013F-HRTimeline
SWMG, LLC19,374$193K0.07%013F-HRTimeline
Collaborative Wealth Managment Inc.19,402$186K0.08%-1,72713F-HRTimeline
Merit Financial Group, LLC18,893$181K<0.01%-91013F-HRTimeline
Golden State Wealth Management, LLC18,856$180K0.02%+8,82513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP18,455$177K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV17,927$172K<0.01%-66713F-HRTimeline
Orion Porfolio Solutions, LLC17,831$171K<0.01%-4,90713F-HR/ATimeline
AVISO WEALTH MANAGEMENT17,654$169K0.08%-3713F-HRTimeline
IFP Advisors, Inc16,870$161K<0.01%+36913F-HRTimeline
Tanglewood Legacy Advisors, LLC16,865$161K0.07%013F-HRTimeline
Wealthspire Advisors, LLC16,687$160K<0.01%013F-HRTimeline
TOWNSQUARE CAPITAL LLC16,388$157K0.02%-15,05013F-HRTimeline
BridgePort Financial Solutions, LLC15,987$153K0.05%013F-HRTimeline
Belpointe Asset Management LLC15,946$153K0.01%+1,49013F-HRTimeline
HARBOUR INVESTMENTS, INC.15,930$152K<0.01%+27013F-HRTimeline
GPS Wealth Strategies Group, LLC15,479$148K0.02%+12913F-HRTimeline
Integrated Wealth Concepts LLC15,230$146K<0.01%013F-HRTimeline
NFSG Corp15,094$144K0.02%013F-HRTimeline
Triumph Capital Management14,619$140K0.04%-8,58013F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC14,599$140K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,225$136K<0.01%-85513F-HRTimelineGroup
Cape Investment Advisory, Inc.14,045$134K0.05%-1,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,015$134K<0.01%-40,69813F-HRTimelineGroup
Rydar Equities, Inc.13,942$133K0.11%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,702$131K<0.01%-116,07413F-HRTimeline
PAX Financial Group, LLC13,662$131K0.02%-10,96513F-HRTimeline
Global Retirement Partners, LLC13,410$128K<0.01%13F-HRTimeline
Western Wealth Management, LLC13,068$125K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,643$121K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC12,468$119K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC11,322$113K<0.01%013F-HRTimeline
Winthrop Advisory Group LLC11,493$110K0.01%-5,59213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,482$110K<0.01%-4,91013F-HRTimelineGroup
Beacon Pointe Advisors, LLC11,346$109K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC10,966$104K0.01%013F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC10,594$101K0.03%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,283$98.4K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc9,500$90.9K0.04%-1,79813F-HRTimeline
Geneos Wealth Management Inc.8,802$84.2K<0.01%-10,81913F-HRTimeline
Legacy Investment Solutions, LLC7,711$73.8K0.04%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…7,711$73.8K0.04%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC7,679$73K<0.01%+18013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,458$71.4K<0.01%-13213F-HRTimelineGroup
Gitterman Wealth Management, LLC7,300$69.9K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA7,284$69.7K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,856$66K<0.01%-22,90113F-HR/ATimelineGroup
Transce3nd, LLC5,875$56.2K0.02%-1,62013F-HRTimeline
Farther Finance Advisors, LLC5,826$55.8K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.5,144$49.2K<0.01%13F-HRTimeline
Joseph Group Capital Management4,131$39.5K0.01%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management3,931$37.6K<0.01%-12,32713F-HRTimelineGroup
Aquatic Capital Management LLC3,907$37.4K<0.01%new13F-HRTimeline
MAI Capital Management3,562$34.1K<0.01%013F-HRTimeline
WPG Advisers, LLC3,497$33.5K0.03%013F-HRTimeline
SIGNATUREFD, LLC3,309$31.7K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,133$30K<0.01%013F-HRTimelineGroup
Wealth Preservation Advisors, LLC3,061$29.3K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,000$28.7K<0.01%013F-HRTimeline
Main Street Group, LTD2,856$27.3K0.01%-91813F-HRTimeline
New England Capital Financial Advisors …2,513$24K0.01%+18713F-HRTimeline
Sunbelt Securities, Inc.2,000$22.8K<0.01%013F-HRTimeline
COMERICA BANK2,342$22.4K<0.01%013F-HRTimeline
Tidemark, LLC2,134$20.4K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,562$14.9K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC1,511$14.5K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,416$13.6K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,068$10.2K<0.01%+66813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,000$9.34K<0.01%-1,10013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…800$7.66K<0.01%013F-HRTimeline
Kozak & Associates, Inc.590$5.69K<0.01%+2313F-HRTimeline
Sound Income Strategies, LLC404$3.87K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.399$3.85K<0.01%013F-HRTimeline
Caitong International Asset Management …402$3.85K<0.01%+33313F-HRTimeline
First Horizon Advisors, Inc.153$1.46K<0.01%013F-HRTimeline
NewEdge Advisors, LLC7$64<0.01%+113F-HRTimeline
Creekmur Asset Management LLC2$19<0.01%-1313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.