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Disclosery

CION CION INVT CORP

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COM (common), issuer CIK 1534254

162 managers (166 13F filers) reported a position in CION shares at 2025-12-31, 19,708,416 shares in all. 31 filers opened a position and 21 filers sold out during the quarter.

Managers
162
13F filers
166
New
31
Added
43
Reduced
55
Sold out
21
Shares held by filers
19,708,416

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLP1,538,071$14.9M3.31%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,256,649$12.2M<0.01%+9,32313F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,243,866$12M0.01%-115,15713F-HRTimelineGroup
North Ground Capital1,086,992$10.5M5.22%+84,21413F-HRTimeline
LPL Financial LLC933,985$9.03M<0.01%-57,41813F-HRTimeline
Cambridge Investment Research Advisors,…755,768$7.31M0.02%-42,62713F-HRTimeline
Private Advisor Group, LLC740,833$7.16M0.03%+31,91113F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding683,683$6.61M+113,341Timeline
Callodine Capital Management, LP562,388$5.44M0.44%013F-HRTimeline
UBS Group AGin group UBS Group AG556,353$5.38M<0.01%-17,69213F-HRTimelineGroup
Berger Financial Group, Inc485,188$4.69M0.27%+29813F-HRTimeline
Closed-End Fund Advisors, Inc.475,908$4.6M2.72%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY453,788$4.39M<0.01%-7,14213F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.414,620$4.01M0.14%-101,15613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.375,759$3.63M<0.01%-10,44213F-HRTimelineGroup
LSV ASSET MANAGEMENT352,236$3.41M0.01%+165,63613F-HRTimeline
Arkadios Wealth Advisors343,378$3.32M0.07%+6,27813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC317,818$3.07M<0.01%+255,11513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding303,084$2.93M-9,554Timeline
Advisors Asset Management, Inc.292,397$2.83M0.05%+53,57413F-HR/ATimeline
Sigma Planning Corp280,046$2.71M0.07%+3,00513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC260,800$2.52M<0.01%-46,70013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC233,110$2.25M<0.01%+6,78713F-HRTimelineGroup
PINKERTON WEALTH, LLC228,636$2.21M0.23%-140,70813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC226,349$2.19M0.05%-63,33313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC216,587$2.09M<0.01%-44,08013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…215,209$2.08M1%-145,73413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.195,411$1.89M<0.01%-40,59613F-HRTimelineGroup
True Freedom Investing, LLC193,758$1.87M0.13%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL189,494$1.83M0.01%new13F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…184,026$1.78M0.02%013F-HRTimelineGroup
OneDigital Investment Advisors LLC178,764$1.73M0.02%-3,36013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC171,520$1.66M<0.01%+6,03413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO171,360$1.66M<0.01%+142,83013F-HRTimelineGroup
HighPoint Advisor Group LLC162,034$1.57M0.03%+4,33013F-HRTimeline
Cetera Investment Advisers142,067$1.37M<0.01%-130,99313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding143,357$1.35M+20,163Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC133,837$1.29M<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN102,933$995K<0.01%-691,17313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.99,531$962K<0.01%new13F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC97,818$946K0.33%new13F-HRTimeline
Alpine Global Management, LLC93,836$907K0.2%+5,00013F-HR/ATimeline
Trexquant Investment LP84,183$814K0.01%-29,71013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC83,184$804K0.01%+15,91213F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…74,429$720K0.2%-22,15713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…70,091$678K0.05%-44,70813F-HRTimeline
Janney Montgomery Scott LLC68,216$660K<0.01%-18,81013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,595$634K<0.01%-22,70413F-HRTimelineGroup
Endowment Wealth Management, Inc.64,505$624K0.29%+1,73413F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…63,262$612K0.01%013F-HRTimelineGroup
Hopwood Nicholas Hunter62,138$601K0.2%13F-HRTimeline
AE Wealth Management LLC54,724$529K<0.01%+3,88313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC51,374$497K<0.01%+36,67813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC51,174$495K<0.01%+75013F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC48,781$472K0.03%+11,87713F-HRTimeline
Cooper Financial Group46,332$448K0.05%-2,86513F-HRTimeline
Trivium Point Advisory, LLC46,074$446K0.04%-11,53613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…45,074$436K<0.01%-74013F-HRTimelineGroup
BlueChip Wealth Advisors LLC41,426$401K0.17%+14,07513F-HRTimeline
Strategic Blueprint, LLC40,797$395K0.02%+1,51413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd40,468$391K<0.01%+29,91113F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC40,419$390K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC39,609$383K0.04%-2,43613F-HRTimeline
Symmetry Partners, LLC39,228$379K0.02%-1,14813F-HRTimeline
nVerses Capital, LLC34,892$337K0.76%new13F-HRTimeline
WEDBUSH SECURITIES INC34,875$337K0.01%+4,30013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding32,595$315K-4,670Timeline
Jump Financial, LLCin group Jump Financial, LLC32,013$310K<0.01%new13F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP32,012$310K<0.01%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd31,909$309K0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.29,440$285K0.02%-95613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED28,060$273K0.02%-69813F-HRTimeline
Founders Financial Alliance, LLC28,012$271K0.05%+413F-HRTimeline
TT Capital Management LLC27,225$263K0.21%-3,99613F-HRTimeline
Campbell & CO Investment Adviser LLC27,177$263K0.01%new13F-HRTimeline
Verition Fund Management LLC26,809$259K<0.01%-60013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,354$255K<0.01%+15,11713F-HRTimelineGroup
Beacon Capital Management, LLC26,321$255K0.04%-6,41313F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…25,979$251K<0.01%-20,66613F-HRTimelineGroup
IHT Wealth Management, LLC25,505$247K0.01%-14813F-HRTimeline
Kovack Advisors, Inc.25,349$245K0.01%new13F-HR/ATimeline
EPG Wealth Management LLC25,156$243K0.07%+48013F-HRTimeline
GatePass Capital, LLC25,000$242K0.12%-1,00013F-HRTimeline
A&I FINANCIAL SERVICES, LLC24,902$241K0.11%013F-HRTimeline
Dynamic Technology Lab Private Ltd24,787$240K0.05%+7,92913F-HRTimeline
Aquatic Capital Management LLC24,671$239K0.01%+14,31713F-HRTimeline
United Advisor Group, LLC24,085$233K0.03%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …24,049$233K0.04%013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,424$227K<0.01%-3,06013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC23,189$224K<0.01%-87513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,627$209K<0.01%+1,51213F-HRTimelineGroup
Quantbot Technologies LP21,254$206K0.01%+20,21213F-HRTimeline
Creative Planningin group Creative Planning20,920$202K<0.01%+26313F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC19,921$193K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.19,734$191K<0.01%+13413F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD19,500$189K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC19,312$187K0.02%-90713F-HRTimeline
Engineers Gate Manager LP19,203$186K<0.01%new13F-HRTimeline
SWMG, LLC19,374$171K0.05%013F-HRTimeline
PharVision Advisers, LLC17,485$169K0.09%new13F-HRTimeline
HighTower Advisors, LLC17,350$168K<0.01%-18,10613F-HRTimeline
Wealthspire Advisors, LLC16,687$161K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,517$150K<0.01%-7,17213F-HRTimelineGroup
NFSG Corp15,094$146K0.02%013F-HRTimeline
Belpointe Asset Management LLC15,093$146K0.01%013F-HRTimeline
Rydar Equities, Inc.14,978$145K0.11%+52213F-HRTimeline
Orion Porfolio Solutions, LLC14,869$144K<0.01%-4,40013F-HRTimeline
AVISO WEALTH MANAGEMENT14,632$142K0.06%-1,55613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,599$141K0.01%013F-HRTimeline
IFP Advisors, Inc14,424$139K<0.01%-1,01513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,956$135K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC13,816$134K<0.01%+1,90713F-HRTimelineGroup
Global Retirement Partners, LLC13,791$133K<0.01%+19113F-HRTimeline
Sowell Financial Services LLC13,763$133K<0.01%new13F-HRTimeline
PAX Financial Group, LLC13,662$132K0.02%013F-HRTimeline
Triumph Capital Management13,563$131K0.03%-85613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,243$128K<0.01%-2,45013F-HRTimeline
Western Wealth Management, LLC13,068$126K0.01%013F-HRTimeline
Merit Financial Group, LLC12,928$125K<0.01%-8,82613F-HRTimeline
BridgePort Financial Solutions, LLC12,233$118K0.03%-3,75413F-HRTimeline
Bensler, LLC11,866$115K0.01%new13F-HRTimeline
First Heartland Consultants, Inc.11,770$114K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,482$111K<0.01%013F-HRTimelineGroup
Capital Asset Managemnet, LLC10,821$105K0.12%13F-HRTimeline
Savvy Advisors, Inc.10,675$103K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC10,594$102K0.03%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…10,435$101K0.01%new13F-HRTimeline
Gen-Wealth Partners Inc9,500$91.9K0.03%013F-HRTimeline
SageView Advisory Group, LLC9,071$87.7K<0.01%-1,19613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,872$85.8K<0.01%+5,73913F-HR/ATimelineGroup
Geneos Wealth Management Inc.8,802$85.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC8,130$79K<0.01%-2,21313F-HRTimelineGroup
Essential Investment Partners LLC7,880$76.2K0.07%13F-HRTimeline
PRIVATE TRUST CO NA7,284$70.4K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC6,720$65K0.06%-7,21513F-HRTimeline
Farther Finance Advisors, LLC5,826$56.3K<0.01%013F-HRTimeline
Joseph Group Capital Management4,131$39.9K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,821$36.9K<0.01%013F-HRTimelineGroup
MAI Capital Management3,562$34.4K<0.01%013F-HRTimeline
WPG Advisers, LLC3,497$33.8K0.03%013F-HRTimeline
SIGNATUREFD, LLC3,309$32K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC3,061$29.6K0.01%013F-HRTimeline
New England Capital Financial Advisors …2,696$26.1K0.01%+9113F-HRTimeline
Financial Management Professionals, Inc.2,482$24K<0.01%new13F-HRTimeline
Tidemark, LLC2,134$20.6K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,000$19.3K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.2,000$19.3K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,902$18.4K<0.01%-1,95113F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,562$15.1K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,542$14.9K0.09%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,353$13.1K<0.01%+4613F-HR/ATimelineGroup
Quarry LP1,183$11.4K<0.01%+29713F-HRTimeline
Strategic Wealth Partners, Ltd.962$9.3K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…800$7.74K<0.01%013F-HRTimeline
Kozak & Associates, Inc.633$6.09K<0.01%+2213F-HRTimeline
CX Institutional574$6K<0.01%new13F-HRTimeline
Garner Asset Management Corp600$5.8K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.399$3.86K<0.01%013F-HRTimeline
Sound Income Strategies, LLC404$3.82K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC312$3.02K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…50$484<0.01%-2,93313F-HRTimelineGroup
Caitong International Asset Management …3$29<0.01%new13F-HR/ATimeline