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Disclosery

CION CION INVT CORP

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COM (common), issuer CIK 1534254

159 managers (161 13F filers) reported a position in CION shares at 2026-03-31, 17,130,530 shares in all. 22 filers opened a position and 26 filers sold out during the quarter.

Managers
159
13F filers
161
New
22
Added
54
Reduced
51
Sold out
26
Shares held by filers
17,130,530

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLP1,538,071$10.5M2.36%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,152,950$7.89M<0.01%+699,16213F-HRTimelineGroup
LPL Financial LLC989,153$6.77M<0.01%+55,16813F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP968,155$6.62M<0.01%-275,71113F-HRTimelineGroup
Private Advisor Group, LLC860,616$5.89M0.03%+119,78313F-HRTimeline
Cambridge Investment Research Advisors,…718,509$4.92M0.01%-37,25913F-HRTimeline
UBS Group AGin group UBS Group AG683,002$4.67M<0.01%+126,64913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.617,425$4.22M<0.01%-639,22413F-HRTimelineGroup
Callodine Capital Management, LP612,388$4.19M0.3%+50,00013F-HRTimeline
Berger Financial Group, Inc406,899$2.78M0.16%-78,28913F-HRTimeline
LSV ASSET MANAGEMENT387,536$2.65M0.01%+35,30013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.348,640$2.38M<0.01%+249,10913F-HRTimelineGroup
Arkadios Wealth Advisors335,418$2.29M0.04%-7,96013F-HRTimeline
PINKERTON WEALTH, LLC228,636$2.21M0.2%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.317,252$2.17M0.07%-97,36813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding316,276$2.16M+13,192Timeline
Advisors Asset Management, Inc.307,954$2.11M0.04%+15,55713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC271,800$1.86M<0.01%+11,00013F-HRTimeline
Qube Research & Technologies Ltd269,726$1.84M<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.250,265$1.71M<0.01%+54,85413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC218,068$1.49M<0.01%+1,48113F-HRTimeline
Sigma Planning Corp211,663$1.45M0.04%-68,38313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC208,386$1.43M<0.01%-24,72413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC208,273$1.42M<0.01%-109,54513F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…208,062$1.42M0.71%-7,14713F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding186,522$1.4M+43,165Timeline
BlackRock, Inc.in group BlackRock, Inc.200,393$1.37M<0.01%-175,36613F-HRTimelineGroup
Alpine Global Management, LLC194,060$1.33M0.2%+100,22413F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…184,026$1.26M0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC176,084$1.2M<0.01%+4,56413F-HRTimelineGroup
True Freedom Investing, LLC143,122$979K0.08%-50,63613F-HRTimeline
OneDigital Investment Advisors LLC140,140$959K0.01%-38,62413F-HRTimeline
Cetera Investment Advisers122,748$840K<0.01%-19,31913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP115,695$791K<0.01%-369,78813F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC95,767$655K0.24%-2,05113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd92,998$636K0.01%+61,08913F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…89,408$612K0.17%+14,97913F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …85,834$587K0.1%+61,78513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC84,234$576K0.01%+1,05013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC78,454$537K<0.01%-55,38313F-HRTimelineGroup
Janney Montgomery Scott LLC75,805$519K<0.01%+7,58913F-HRTimeline
North Ground Capital75,000$513K0.62%-1,011,99213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…70,091$476K0.03%013F-HRTimeline
Hopwood Nicholas Hunter68,849$471K0.15%+6,71113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC68,004$465K0.01%+35,99113F-HRTimelineGroup
Endowment Wealth Management, Inc.66,400$454K0.2%+1,89513F-HRTimeline
Campbell & CO Investment Adviser LLC66,313$454K0.03%+39,13613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC64,014$438K<0.01%+12,84013F-HR/ATimelineGroup
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…63,262$433K0.01%013F-HRTimelineGroup
AE Wealth Management LLC56,447$386K<0.01%+1,72313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/55,967$383K<0.01%-9,62813F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC49,474$338K<0.01%-1,90013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC44,807$306K0.01%-181,54213F-HR/ATimeline
Cooper Financial Group44,610$305K0.03%-1,72213F-HRTimeline
Trivium Point Advisory, LLC41,959$287K0.05%-4,11513F-HRTimeline
Catalyst Funds Management Pty Ltd41,406$283K0.05%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,573$278K<0.01%-4,50113F-HRTimelineGroup
nVerses Capital, LLC38,781$265K0.24%+3,88913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC36,904$262K0.01%-11,87713F-HR/ATimeline
Y-Intercept (Hong Kong) Ltd37,814$259K<0.01%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding37,273$255K+4,678Timeline
Continuum Advisory, LLC37,229$255K0.02%-2,38013F-HRTimeline
WEDBUSH SECURITIES INC36,175$247K0.01%+1,30013F-HRTimeline
DOLIVER ADVISORS, LP36,000$246K0.06%new13F-HRTimeline
Strategic Blueprint, LLC35,899$246K0.01%-4,89813F-HRTimeline
Closed-End Fund Advisors, Inc.34,407$235K0.24%-441,50113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,645$230K<0.01%+7,29113F-HRTimelineGroup
Symmetry Partners, LLC33,214$227K0.01%-6,01413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,799$224K<0.01%+18,84313F-HRTimelineGroup
Creative Planningin group Creative Planning30,237$207K<0.01%+9,31713F-HRTimelineGroup
Founders Financial Alliance, LLC29,613$203K0.04%+1,60113F-HRTimeline
Koshinski Asset Management, Inc.29,440$201K0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC29,074$199K0.01%+9,15313F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…28,067$192K<0.01%+2,08813F-HRTimelineGroup
Dynamic Technology Lab Private Ltd26,279$180K0.03%+1,49213F-HRTimeline
TT Capital Management LLC25,832$177K0.15%-1,39313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED25,688$176K0.01%-2,37213F-HRTimeline
IHT Wealth Management, LLC25,666$176K<0.01%+16113F-HRTimeline
EPG Wealth Management LLC25,311$173K0.05%+15513F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd25,206$172K0.01%new13F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC24,902$170K0.08%013F-HRTimeline
Avior Wealth Management, LLC24,806$170K<0.01%new13F-HRTimeline
BlueChip Wealth Advisors LLC24,676$169K0.07%-16,75013F-HRTimeline
Kovack Advisors, Inc.24,601$167K0.01%-74813F-HRTimeline
United Advisor Group, LLC24,085$165K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC22,510$154K<0.01%-67913F-HRTimelineGroup
GatePass Capital, LLC22,500$154K0.07%-2,50013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,434$147K<0.01%-19313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21,099$144K<0.01%+1,36513F-HRTimeline
Golden State Wealth Management, LLC19,638$134K0.01%+32613F-HRTimeline
SWMG, LLC19,374$133K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC17,026$116K<0.01%+8,89613F-HRTimelineGroup
Legacy Advisors, LLC17,000$116K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC16,687$114K<0.01%013F-HRTimeline
Entropy Technologies, LP15,551$106K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,517$106K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC15,416$105K<0.01%-1,93413F-HRTimeline
Rydar Equities, Inc.15,326$105K0.08%+34813F-HRTimeline
NFSG Corp15,094$103K0.02%013F-HRTimeline
Belpointe Asset Management LLC15,093$103K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…14,845$102K0.01%+4,41013F-HRTimeline
AVISO WEALTH MANAGEMENT14,632$100K0.05%013F-HRTimeline
SMH CAPITAL ADVISORS INC14,600$99.9K0.28%new13F-HR/ATimeline
Catalyst Capital Advisors LLC14,600$99.9K<0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,599$99.9K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC14,418$98.6K0.06%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,253$97.5K<0.01%-88,68013F-HR/ATimelineGroup
Engineers Gate Manager LP14,038$96K<0.01%-5,16513F-HRTimeline
Mariner, LLCin group Mariner, LLC13,778$94.2K<0.01%-3813F-HRTimelineGroup
Western Wealth Management, LLC13,068$89.4K<0.01%013F-HR/ATimeline
Triumph Capital Management13,043$89.2K0.02%-52013F-HRTimeline
Integrated Wealth Concepts LLC12,994$88.9K<0.01%new13F-HRTimeline
Empowered Funds, LLC12,706$86.9K<0.01%new13F-HR/ATimeline
Merit Financial Group, LLC12,530$85.7K<0.01%-39813F-HRTimeline
Sowell Financial Services LLC12,392$84.8K<0.01%-1,37113F-HRTimeline
BridgePort Financial Solutions, LLC12,233$83.7K0.02%013F-HRTimeline
First Heartland Consultants, Inc.11,399$78K0.01%-37113F-HRTimeline
IFP Advisors, Inc11,159$76.3K<0.01%-3,26513F-HRTimeline
PAX Financial Group, LLC11,046$75.6K0.01%-2,61613F-HRTimeline
Capital Asset Managemnet, LLC10,821$74K0.08%013F-HRTimeline
Savvy Advisors, Inc.10,764$73.6K<0.01%+8913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,508$71.9K<0.01%new13F-HRTimelineGroup
Gen-Wealth Partners Inc9,500$65K0.02%013F-HRTimeline
Geneos Wealth Management Inc.8,802$60.2K<0.01%013F-HRTimeline
Essential Investment Partners LLC8,380$57.3K0.05%+50013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,152$55.8K<0.01%+8,10213F-HRTimelineGroup
PRIVATE TRUST CO NA5,820$39.8K<0.01%-1,46413F-HRTimeline
Farther Finance Advisors, LLC5,826$39.4K<0.01%013F-HRTimeline
Joseph Group Capital Management4,131$28.3K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,821$26.1K<0.01%013F-HRTimelineGroup
PlanVest Financial, Inc3,708$25.4K0.02%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,666$25.1K<0.01%-5,20613F-HRTimelineGroup
MAI Capital Management3,562$24.4K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC3,529$24.1K0.01%new13F-HR/ATimeline
Sunbelt Securities, Inc.3,314$22.7K<0.01%+1,31413F-HRTimeline
SIGNATUREFD, LLC3,309$22.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.3,111$21.3K<0.01%+2,14913F-HRTimeline
Wealth Preservation Advisors, LLC3,061$20.9K0.02%013F-HRTimeline
New England Capital Financial Advisors …2,797$19.1K0.01%+10113F-HRTimeline
Aquatic Capital Management LLC2,428$16.6K<0.01%-22,24313F-HRTimeline
Tidemark, LLC2,134$14.6K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,902$13K<0.01%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding1,708$11.7K-17,792Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,578$10.7K<0.01%-169,78213F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…1,562$10.7K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,542$10.5K0.05%013F-HRTimeline
SIMPLEX TRADING, LLC1,425$9.75K<0.01%+1,11313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,403$9.6K<0.01%+5013F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC1,148$7.85K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB1,000$6.84K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC1,000$6.84K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.658$4.66K<0.01%+2513F-HRTimeline
Main Street Group, LTD465$3.18K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC404$2.73K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.399$2.73K<0.01%013F-HRTimeline
Osbon Capital Management LLC226$1.55K<0.01%new13F-HRTimeline
Merkkuri Wealth Advisors LLC107$734<0.01%new13F-HRTimeline
Caitong International Asset Management …44$301<0.01%+4113F-HRTimeline
Allworth Financial LP5$35<0.01%new13F-HRTimeline