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Disclosery

CION CION INVT CORP

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COM (common), issuer CIK 1534254

152 managers (154 13F filers) reported a position in CION shares at 2025-09-30, 19,427,887 shares in all. 18 filers opened a position and 22 filers sold out during the quarter.

Managers
152
13F filers
154
New
18
Added
44
Reduced
51
Sold out
22
Shares held by filers
19,427,887

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$14.6M3.37%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,359,023$12.9M0.01%+54,31713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,247,326$11.8M<0.01%-95,85913F-HRTimelineGroup
North Ground Capital1,002,778$9.51M5.83%+502,77813F-HRTimeline
LPL Financial LLC991,403$9.4M<0.01%-76,51213F-HRTimeline
Cambridge Investment Research Advisors,…798,395$7.57M0.02%-103,80813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN794,106$7.53M<0.01%-93,25113F-HRTimelineGroup
Private Advisor Group, LLC708,922$6.72M0.03%+31,10013F-HRTimeline
UBS Group AGin group UBS Group AG574,045$5.44M<0.01%+22,14013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding570,342$5.41M-140,811Timeline
Callodine Capital Management, LP562,388$5.33M0.47%+12,38813F-HRTimeline
Hennion & Walsh Asset Management, Inc.515,776$4.89M0.18%-69,65813F-HRTimeline
Berger Financial Group, Inc484,890$4.6M0.28%-2,51413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY460,930$4.37M<0.01%+1,26613F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.386,201$3.66M<0.01%+74,76113F-HRTimelineGroup
PINKERTON WEALTH, LLC369,344$3.5M0.38%-92,38113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…360,943$3.42M1.55%+353,23213F-HRTimelineGroup
Arkadios Wealth Advisors337,100$3.2M0.08%+7,72113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding312,638$2.96M-19,901Timeline
RENAISSANCE TECHNOLOGIES LLC307,500$2.92M<0.01%+8,80013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC289,682$2.75M0.07%+10,67313F-HRTimeline
Sigma Planning Corp277,041$2.63M0.07%-65,52513F-HRTimeline
Cetera Investment Advisers273,060$2.59M<0.01%+25,35713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…267,862$2.54M0.39%+22813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC260,667$2.47M<0.01%-24,82513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.236,007$2.46M<0.01%-23,28813F-HRTimelineGroup
Advisors Asset Management, Inc.238,823$2.26M0.04%+19,30313F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC226,323$2.15M<0.01%+26,41813F-HRTimelineGroup
LSV ASSET MANAGEMENT186,600$1.77M<0.01%013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…184,026$1.75M0.02%013F-HRTimelineGroup
OneDigital Investment Advisors LLC182,124$1.73M0.02%-1,94913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC165,486$1.57M<0.01%-16,73213F-HRTimelineGroup
HighPoint Advisor Group LLC157,704$1.5M0.07%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …123,194$1.13M0.07%-9,65613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…114,799$1.1M0.09%+49,80313F-HRTimeline
Trexquant Investment LP113,893$1.08M0.01%+74,58713F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…96,586$916K0.26%-12,56013F-HRTimelineGroup
Alpine Global Management, LLC88,836$842K0.17%013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/88,299$837K<0.01%+80,84113F-HR/ATimelineGroup
Janney Montgomery Scott LLC87,026$825K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC67,272$638K0.01%-2,43513F-HRTimelineGroup
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…63,262$600K0.01%013F-HRTimelineGroup
Endowment Wealth Management, Inc.62,771$595K0.27%-1,05913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC62,703$594K<0.01%new13F-HRTimelineGroup
Trivium Point Advisory, LLC57,610$546K0.06%-11,89013F-HRTimeline
AE Wealth Management LLC50,841$482K<0.01%+17,71813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC50,424$478K<0.01%+1,40613F-HRTimelineGroup
Cooper Financial Group49,197$466K0.05%-1,69813F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…46,645$442K0.01%-33,64013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…45,814$434K0.01%-5,47213F-HRTimelineGroup
Continuum Advisory, LLC42,045$399K0.04%-20013F-HRTimeline
Consolidated Portfolio Review Corp40,973$388K0.05%013F-HRTimeline
Symmetry Partners, LLC40,376$383K0.04%013F-HRTimeline
Strategic Blueprint, LLC39,283$372K0.02%-9,01013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth37,265$358K<0.01%+16,83813F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC36,904$350K0.02%-16,29513F-HRTimeline
HighTower Advisors, LLC35,456$336K<0.01%-32213F-HRTimeline
Beacon Capital Management, LLC32,734$310K0.04%-67013F-HRTimeline
TT Capital Management LLC31,221$296K0.23%-3,19513F-HRTimeline
WEDBUSH SECURITIES INC30,575$290K0.01%+10,17513F-HRTimeline
Koshinski Asset Management, Inc.30,396$288K0.02%-2,39213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED28,758$273K0.02%+29713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,530$270K<0.01%+14,51513F-HR/ATimelineGroup
Founders Financial Alliance, LLC28,008$266K0.05%+3,42013F-HRTimeline
Verition Fund Management LLC27,409$260K<0.01%013F-HRTimeline
BlueChip Wealth Advisors LLC27,351$259K0.11%-25,62513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP26,484$251K<0.01%+8,02913F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC26,460$251K0.01%+93413F-HRTimeline
GatePass Capital, LLC26,000$246K0.14%-1,00013F-HRTimeline
IHT Wealth Management, LLC25,653$243K0.01%+20313F-HRTimeline
EWG Elevate Inc.25,474$241K0.08%013F-HRTimeline
A&I FINANCIAL SERVICES, LLC24,902$235K0.11%-3,84113F-HRTimeline
EPG Wealth Management LLC24,676$234K0.06%+48113F-HRTimeline
United Advisor Group, LLC24,085$228K0.03%-5113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,064$228K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …24,049$228K0.05%13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,689$215K<0.01%-6,29013F-HRTimelineGroup
Merit Financial Group, LLC21,754$206K<0.01%+2,86113F-HR/ATimeline
Creative Planningin group Creative Planning20,657$196K<0.01%-3,24813F-HRTimelineGroup
Golden State Wealth Management, LLC20,219$192K0.02%+1,36313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,115$191K<0.01%+7,47213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.19,600$186K<0.01%+3,67013F-HRTimeline
Collaborative Wealth Managment Inc.19,402$184K0.07%013F-HRTimeline
SWMG, LLC19,374$183K0.06%013F-HRTimeline
Orion Porfolio Solutions, LLC19,269$183K<0.01%+1,43813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,306$174K0.01%-3,72513F-HRTimelineGroup
Dynamic Technology Lab Private Ltd16,858$160K0.03%new13F-HRTimeline
Wealthspire Advisors, LLC16,687$158K<0.01%013F-HRTimeline
AVISO WEALTH MANAGEMENT16,188$153K0.07%-1,46613F-HRTimeline
BridgePort Financial Solutions, LLC15,987$152K0.04%013F-HRTimeline
TOWNSQUARE CAPITAL LLC15,797$150K0.02%-59113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,693$149K<0.01%-2,23413F-HRTimeline
IFP Advisors, Inc15,439$146K<0.01%-1,43113F-HR/ATimeline
Integrated Wealth Concepts LLC15,230$144K<0.01%013F-HRTimeline
Sanctuary Advisors, LLC15,155$144K<0.01%+2,68713F-HR/ATimeline
NFSG Corp15,094$143K0.02%013F-HRTimeline
Belpointe Asset Management LLC15,093$143K0.01%-85313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC14,696$139K<0.01%-51,55813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC14,599$138K0.01%013F-HRTimeline
Triumph Capital Management14,419$137K0.04%-20013F-HR/ATimeline
Rydar Equities, Inc.14,456$136K0.11%+51413F-HRTimeline
LEIGH BALDWIN & CO., LLC14,334$136K0.08%new13F-HR/ATimeline
GPS Wealth Strategies Group, LLC13,935$132K0.01%-1,54413F-HRTimeline
PAX Financial Group, LLC13,662$130K0.02%013F-HRTimeline
Global Retirement Partners, LLC13,600$129K<0.01%+19013F-HRTimeline
Western Wealth Management, LLC13,068$124K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,909$113K<0.01%-18,88313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,533$109K<0.01%new13F-HRTimelineGroup
Winthrop Advisory Group LLC11,493$109K0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,482$109K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,237$107K<0.01%+4,38113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management11,218$106K<0.01%new13F-HRTimelineGroup
HUB Investment Partners, LLC10,669$101K<0.01%new13F-HRTimeline
Empowered Funds, LLC10,627$101K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC10,594$100K0.03%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd10,557$100K<0.01%new13F-HRTimelineGroup
Aquatic Capital Management LLC10,354$98.2K<0.01%+6,44713F-HRTimeline
CWM, LLCin group CWM, LLC10,343$98K<0.01%+2,66413F-HRTimelineGroup
SageView Advisory Group, LLC10,267$97.3K<0.01%-1,05513F-HRTimeline
Arete Wealth Advisors, LLC10,040$95K0.01%new13F-HRTimeline
Gen-Wealth Partners Inc9,500$90.1K0.03%013F-HRTimeline
Geneos Wealth Management Inc.8,802$83.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA7,284$69.1K0.01%013F-HRTimeline
Farther Finance Advisors, LLC5,826$55.2K<0.01%013F-HRTimeline
Joseph Group Capital Management4,131$39.2K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,853$36.5K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,821$36.2K<0.01%-11013F-HRTimelineGroup
MAI Capital Management3,562$33.8K<0.01%013F-HRTimeline
WPG Advisers, LLC3,497$33.2K0.03%013F-HRTimeline
SIGNATUREFD, LLC3,309$31.4K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC3,165$30K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,133$29.7K<0.01%013F-HRTimelineGroup
Wealth Preservation Advisors, LLC3,061$29K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,983$28.3K<0.01%new13F-HRTimelineGroup
Main Street Group, LTD2,856$27.1K0.01%013F-HRTimeline
New England Capital Financial Advisors …2,605$24.7K0.01%+9213F-HRTimeline
COMERICA BANK2,320$22K<0.01%-2213F-HRTimeline
Tidemark, LLC2,134$20.2K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,000$19K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.2,000$19K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,562$14.8K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC1,461$13.8K0.01%-50,78413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,307$12.4K<0.01%new13F-HRTimelineGroup
Quantbot Technologies LP1,042$9.88K<0.01%-28,62313F-HRTimeline
Quarry LP886$8.4K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…800$7.58K<0.01%013F-HRTimeline
Kozak & Associates, Inc.611$6.09K<0.01%+2113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.399$3.78K<0.01%013F-HRTimeline
Sound Income Strategies, LLC404$3.73K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC42$398<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC3$28<0.01%new13F-HR/ATimelineGroup
Creekmur Asset Management LLC1$10<0.01%-113F-HRTimeline