13F

Stock

Cion Invt Corp

Ticker not mapped · held by 158 managers

Reported value

$100.9M

Holders

158

+21 new · −25 exited

Holders’ est. mark

−$33.8M

Price effect on 135 books still in the name

Largest holder

$10.5M

Bulldog Investors, LLP

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Bulldog Investors, LLP1.54M$10.5M−$4.35MCut−$4.35M
MORGAN STANLEY1.15M$7.89M−$1.28MAdded$3.5M
LPL Financial LLC989.2K$6.77M−$2.64MCut−$2.27M
Private Advisor Group, LLC860.6K$5.89M−$2.1MCut−$1.28M
UBS Group AG683K$4.67M−$1.57MCut−$708.2K
Invesco Ltd.617.4K$4.22M−$1.75MCut−$7.93M
Callodine Capital Management, LP612.4K$4.19M−$1.59MCut−$1.25M
Berger Financial Group, Inc406.9K$2.78M−$1.15MCut−$1.91M
D. E. Shaw & Co., Inc.348.6K$2.38M−$281.7KAdded$1.42M
Arkadios Wealth Advisors335.4K$2.29M−$949.2KCut−$1.03M
PINKERTON WEALTH, LLC228.6K$2.21M$0Held
Hennion & Walsh Asset Management, Inc.317.3K$2.17M−$897.8KCut−$1.84M
Advisors Asset Management, Inc.308K$2.11M−$827.5KCut−$721.1K
Kestra Advisory Services, LLC299.1K$2.05M−$809.4KCut−$720K
Renaissance Technologies271.8K$1.86M−$738.1KCut−$662.8K
Qube Research & Technologies Ltd269.7K$1.84MNew
OSAIC HOLDINGS, INC.250.3K$1.71M−$553KCut−$177.8K
COMMONWEALTH EQUITY SERVICES, LLC218.1K$1.49M−$612.9KCut−$602.8K
Sigma Planning Corp211.7K$1.45M−$599KCut−$1.26M
ENVESTNET ASSET MANAGEMENT INC208.4K$1.43M−$589.7KCut−$828.8K
JANE STREET GROUP, LLC208.3K$1.42M−$589.4KCut−$1.65M
Legacy Wealth Managment, LLC/ID208.1K$1.42M−$588.8KCut−$657.9K
DIVERSIFY WEALTH MANAGEMENT, LLC186.5K$1.4M−$257.2KAdded$140.8K
BlackRock, Inc.200.4K$1.37M−$567.1KCut−$2.26M
Alpine Global Management, LLC194.1K$1.33M−$265.6KAdded$420K
RAYMOND JAMES FINANCIAL INC176.1K$1.2M−$485.4KCut−$454.2K
SHERMAN PORFOLIOS, LLC143.1K$979K−$405KCut−$894.7K
OneDigital Investment Advisors LLC140.1K$958.6K−$396.6KCut−$770.1K
Cetera Investment Advisers122.7K$839.6K−$347.4KCut−$534.2K
TWO SIGMA INVESTMENTS, LP115.7K$791.4K−$327.4KCut−$3.9M
ADAPT WEALTH ADVISORS, LLC95.8K$655K−$271KCut−$290.9K
XTX Topco Ltd93K$636.1K−$90.3KAdded$327.5K
Virtus Investment Advisers, LLC89.4K$611.6K−$210.6KCut−$108.2K
Financial Gravity Asset Management, Inc.85.8K$587.1K−$68.1KAdded$354.6K
Apollon Wealth Management, LLC84.2K$576.2K−$235.4KCut−$228.2K
Citadel78.5K$536.6K−$222KCut−$757.6K
North Ground Capital75K$513K−$212.3KCut−$10M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC70.1K$475.8K−$202KCut−$202K
Jump Financial, LLC68K$465.1K−$90.6KAdded$155.6K
Endowment Wealth Management, Inc.66.4K$454.2K−$182.6KCut−$169.6K
Campbell & CO Investment Adviser LLC66.3K$453.6K−$76.9KAdded$190.8K
AMERIPRISE FINANCIAL INC64K$437.9K−$144.8KCut−$57K
Apollo Management Holdings, L.P.63.3K$432.7K−$179KCut−$179K
AE Wealth Management LLC56.4K$386.1K−$154.9KCut−$143.1K
BANK OF AMERICA CORP /DE/56K$382.8K−$158.4KCut−$251.5K
MILLENNIUM MANAGEMENT LLC49.5K$338.4K−$140KCut−$158.4K
INDEPENDENT FINANCIAL GROUP, LLC44.8K$306.5K−$126.8KCut−$1.88M
Cooper Financial Group44.6K$305.1K−$126.2KCut−$142.9K
Trivium Point Advisory, LLC42K$287K−$118.7KCut−$158.5K
Catalyst Funds Management Pty Ltd41.4K$283.2KNew
Concurrent Investment Advisors, LLC40.6K$277.5K−$114.8KCut−$158.4K
nVerses Capital, LLC38.8K$265.3K−$98.7KCut−$72.1K
FOUNDERS FINANCIAL SECURITIES LLC36.9K$261.6K−$95.2KCut−$210.1K
Y-Intercept (Hong Kong) Ltd37.8K$258.6KNew
Continuum Advisory, LLC37.2K$254.6K−$105.4KCut−$128.4K
DOLIVER ADVISORS, LP36K$246.2KNew
Strategic Blueprint, LLC35.9K$245.5K−$101.6KCut−$149K
Closed-End Fund Advisors, Inc.34.4K$235.3K−$97.4KCut−$4.37M
ROYAL BANK OF CANADA33.6K$230K−$74.8KCut−$25K
Symmetry Partners, LLC33.2K$227.2K−$94KCut−$152.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP32.8K$224.3K−$39.5KAdded$89.4K
Creative Planning30.2K$206.8K−$59.2KAdded$4.53K
Founders Financial Alliance, LLC29.6K$202.6K−$79.3KCut−$68.3K
Koshinski Asset Management, Inc.29.4K$201.4K−$83.3KCut−$83.3K
Brevan Howard Capital Management LP28.1K$192K−$73.5KCut−$59.2K
Dynamic Technology Lab Private Ltd26.3K$179.7K−$70.5KCut−$60.3K
TT Capital Management LLC25.8K$176.7K−$73.1KCut−$86.6K
SILVER OAK SECURITIES, INCORPORATED25.7K$175.7K−$74.2KCut−$97.3K
IHT Wealth Management, LLC25.7K$175.6K−$72.2KCut−$71.1K
EPG Wealth Management LLC25.3K$173.1K−$71.2KCut−$70.1K
WINTON GROUP Ltd25.2K$172.4KNew
A&I FINANCIAL SERVICES, LLC24.9K$170.3K−$70.5KCut−$70.5K
Avior Wealth Management, LLC24.8K$169.7KNew
BlueChip Wealth Advisors LLC24.7K$168.8K−$69.8KCut−$231.8K
Kovack Advisors, Inc.24.6K$166.7K−$71.1KCut−$78.4K
United Advisor Group, LLC24.1K$164.7K−$68.2KCut−$68.2K
Cerity Partners LLC22.5K$154K−$63.7KCut−$70.3K
GatePass Capital, LLC22.5K$153.9K−$63.7KCut−$87.8K
GREAT VALLEY ADVISOR GROUP, INC.21.4K$146.6K−$60.9KCut−$62.8K
HARBOUR INVESTMENTS, INC.21.1K$144.3K−$55.8KCut−$46.5K
Golden State Wealth Management, LLC19.6K$134.3K−$54.7KCut−$52.4K
SWMG, LLC19.4K$132.5K−$38.6KCut−$38.6K
Focus Partners Wealth18.8K$128.3K−$33.1KAdded$15.3K
Focus Partners Advisor Solutions, LLC18.5K$126.6K−$52.5KCut−$75.6K
KESTRA PRIVATE WEALTH SERVICES, LLC17.2K$117.6K−$48.3KCut−$47.5K
CWM, LLC17K$116.5K$55.5KAdded$116.4K
Legacy Advisors, LLC17K$116.3KNew
Wealthspire Advisors, LLC16.7K$114.1K−$47.2KCut−$47.2K
Entropy Technologies, LP15.6K$106.4KNew
Wealthcare Advisory Partners LLC15.5K$106.1K−$43.9KCut−$43.9K
HighTower Advisors, LLC15.4K$105.4K−$43.6KCut−$62.3K
Rydar Equities, Inc.15.3K$104.8K−$42.4KCut−$40K
Newbridge Financial Services Group, Inc.15.1K$103.2K−$42.7KCut−$42.7K
Belpointe Asset Management LLC15.1K$103.2K−$42.7KCut−$42.7K
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.14.8K$101.5K−$29.5KAdded$634
AVISO WEALTH MANAGEMENT14.6K$100.1K−$41.4KCut−$41.4K
Catalyst Capital Advisors LLC14.6K$99.9KNew
KINGSWOOD WEALTH ADVISORS, LLC14.6K$99.9K−$41.3KCut−$41.3K
Innovative Asset Advisors Group, LLC14.4K$98.6KHeld
WELLS FARGO & COMPANY/MN14.3K$97.5K−$40.3KCut−$897.9K
Engineers Gate Manager LP14K$96K−$39.7KCut−$89.7K
Mariner, LLC13.8K$94.2K−$39KCut−$39.4K
Western Wealth Management, LLC13.1K$89.4K−$37KCut−$37K
Triumph Capital Management13K$89.2K−$36.9KCut−$41.9K
Integrated Wealth Concepts LLC13K$88.9KNew
Empowered Funds, LLC12.7K$86.9KNew
Merit Financial Group, LLC12.5K$85.7K−$35.5KCut−$39.3K
Sowell Financial Services LLC12.4K$84.8K−$35.1KCut−$48.3K
BridgePort Financial Solutions, LLC12.2K$83.7K−$34.6KCut−$34.6K
First Heartland Consultants, Inc.11.4K$78K−$32.3KCut−$35.9K
IFP Advisors, Inc11.2K$76.3K−$31.6KCut−$63.2K
PAX Financial Group, LLC11K$75.6K−$31.3KCut−$56.6K
Capital Asset Managemnet, LLC10.8K$74K−$30.6KCut−$30.6K
Savvy Advisors, Inc.10.8K$73.6K−$30.2KCut−$29.6K
GOLDMAN SACHS GROUP INC10.5K$71.9KNew
Gen-Wealth Partners Inc9.5K$65K−$26.9KCut−$26.9K
Geneos Wealth Management Inc.8.8K$60.2K−$24.9KCut−$24.9K
Tower Research Capital LLC (TRC)8.15K$55.8K−$142Added$55.3K
PRIVATE TRUST CO NA5.82K$39.8K−$16.5KCut−$30.6K
Farther Finance Advisors, LLC5.83K$39.4K−$16.9KCut−$16.9K
Joseph Group Capital Management4.13K$28.3K−$11.7KCut−$11.7K
Spire Wealth Management3.82K$26.1K−$10.8KCut−$10.8K
PlanVest Financial, Inc3.71K$25.4KHeld
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.67K$25.1K−$10.4KCut−$60.7K
MAI Capital Management3.56K$24.4K−$10.1KCut−$10.1K
Lodestone Wealth Management LLC3.53K$24.1KNew
Sunbelt Securities, Inc.3.31K$22.7K−$5.66KAdded$3.33K
SIGNATUREFD, LLC3.31K$22.6K−$9.36KCut−$9.36K
Strategic Wealth Partners, Ltd.3.11K$21.3K−$2.72KAdded$12K
Wealth Preservation Advisors, LLC3.06K$20.9K−$8.66KCut−$8.66K
New England Capital Financial Advisors LLC2.8K$19.1K−$7.64KCut−$6.95K
Aquatic Capital Management LLC2.43K$16.6K−$6.87KCut−$222K
Tidemark, LLC2.13K$14.6K−$6.04KCut−$6.04K
BNP PARIBAS FINANCIAL MARKETS1.9K$13K−$5.38KCut−$5.38K
NOMURA ASSET MANAGEMENT CO LTD1.71K$11.7KNew
JPMORGAN CHASE & CO1.58K$10.7K−$4.53KCut−$1.65M
Steward Partners Investment Advisory, LLC1.56K$10.7K−$4.42KCut−$4.42K
LGT Financial Advisors LLC1.54K$10.5K−$4.36KCut−$4.36K
SIMPLEX TRADING, LLC1.43K$9.75K−$883Added$6.73K
Rockefeller Capital Management L.P.1.4K$9.6K−$3.83KCut−$3.49K
SUMMIT SECURITIES GROUP LLC1.15K$7.85KNew
Aventura Private Wealth, LLC1K$6.84KNew
Wilmington Savings Fund Society, FSB1K$6.84KNew
VAN ECK ASSOCIATES CORP968.2K$6.62K−$2.74KCut−$5.41K
Cambridge Investment Research Advisors, Inc.718.5K$4.92K−$2.03KCut−$2.39K
Kozak & Associates, Inc.658$4.66K−$1.61KCut−$1.44K
Main Street Group, LTD465$3.18KNew
Sound Income Strategies, LLC404$2.73K−$1.08KCut−$1.08K
RICHARDSON FINANCIAL SERVICES INC.399$2.73K−$1.13KCut−$1.13K
LSV ASSET MANAGEMENT387.5K$2.65K−$996Cut−$755
Osbon Capital Management LLC226$1.55KNew
BI Asset Management Fondsmaeglerselskab A/S184K$1.26K−$521Cut−$521
Merkkuri Wealth Advisors LLC107$734New
Janney Montgomery Scott LLC75.8K$519−$193Cut−$141
Caitong International Asset Management Co., Ltd44$301−$8Added$272
WEDBUSH SECURITIES INC36.2K$247−$99Cut−$90
Virtu Financial LLC29.1K$199−$57Added$6
Allworth Financial LP5$35New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.