Cion InvestmentCION
13F holders, Q1 2024 (March 31)172holders
6famous investors
$11.01avg. 13F price*
At the end of Q1 2024, 172 institutions reported holding Cion Investment Corp. (CION) in their 13F filings. The largest holders were Van Eck Associates Corp. ($11.8M), Bulldog Investors, LLP ($11.3M) and LPL Financial LLC ($10.6M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Cion Investment Corp.
- CUSIP
- 17259U204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $4.0M |
| Exits | 25 | $5.4M |
Ownership 172 holders
| Van Eck Associates Corp. | 0.02% | Add +7.6% | 1,069,799 | $11.8M |
| Bulldog Investors, LLP | 3.74% | Reduce -0.5% | 1,026,648 | $11.3M |
| LPL Financial LLC | 0.01% | Add +1.9% | 963,731 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.2% | 871,449 | $9.6M |
| Pinkerton Wealth, LLC | 1.33% | Reduce -3.7% | 753,448 | $8.3M |
| Alpine Global Management, LLC | 1.63% | Add +143.6% | 633,297 | $7.0M |
| Callodine Capital Management, LP | 1.67% | Add +38.9% | 625,000 | $6.9M |
| Morgan Stanley | 0.00% | Add +416.5% | 608,057 | $6.7M |
| Punch & Associates Investment Management, Inc. | 0.35% | Reduce -52.1% | 556,213 | $6.1M |
| Renaissance Technologies | 0.01% | Add +7.2% | 552,100 | $6.1M |
| WealthPLAN Partners, LLC | 0.60% | Add +2.9% | 528,464 | $5.8M |
| Acadian Asset Management LLC | 0.02% | Reduce -2.1% | 524,974 | $5.8M |
| Cetera Investment Advisers | 0.01% | Add +2340.1% | 524,131 | $5.8M |
| Millennium Management | 0.01% | Reduce -27.6% | 518,305 | $5.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +0.5% | 389,808 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.0% | 387,446 | $4.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -12.8% | 365,575 | $4.0M |
| Two Sigma Advisers, LP | 0.01% | Reduce -13.1% | 347,200 | $3.8M |
| Berger Financial Group, Inc | 0.31% | Add +0.3% | 344,938 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +20.1% | 326,469 | $3.6M |
| Arkadios Wealth Advisors | 0.26% | Reduce -1.2% | 310,181 | $3.4M |
| Independent Financial Group, LLC | 0.15% | Add +5.9% | 306,700 | $3.4M |
| Sigma Planning Corp | 0.10% | Add +62.2% | 295,539 | $3.3M |
| Hennion & Walsh Asset Management, Inc. | 0.17% | Add +42.0% | 295,387 | $3.2M |
| Acorn Financial Advisory Services Inc. | 0.51% | Reduce -6.2% | 245,941 | $2.7M |
| Franklin Resources Inc. | 0.00% | Add +944.1% | 195,598 | $2.2M |
| FirstPurpose Wealth LLC | 0.73% | Reduce -2.6% | 184,598 | $2.0M |
| OneDigital Investment Advisors LLC | 0.03% | Add +0.2% | 178,587 | $2.0M |
| HighPoint Advisor Group LLC | 0.14% | No change | 158,004 | $1.9M |
| Man Group plc | 0.01% | Add +194.2% | 169,441 | $1.9M |
| BlackRock Inc. | 0.00% | Reduce -36.3% | 125,397 | $1.4M |
| International Assets Investment Management, LLC | 0.12% | Add +33.9% | 104,117 | $1.2M |
| Tudor Investment Corporation | 0.01% | Reduce -23.4% | 104,350 | $1.1M |
| Quadrature Capital Ltd | 0.02% | Reduce -13.6% | 101,666 | $1.1M |
| Citadel Advisors | 0.00% | Add +47.0% | 91,681 | $1.0M |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -7.4% | 90,985 | $1.0M |
| Trivium Point Advisory, LLC | 0.21% | Reduce -39.2% | 87,934 | $967K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.8% | 81,747 | $899K |
| Private Advisor Group, LLC | 0.01% | Reduce -6.6% | 79,763 | $877K |
| Engineers Gate Manager LP | 0.02% | Add +4.8% | 66,731 | $734K |
| Qube Research & Technologies Ltd | 0.00% | Add +45.5% | 64,602 | $711K |
| Wealthstar Advisors, LLC | 0.24% | Add +1.0% | 63,773 | $702K |
| Apollo Management Holdings, L.P. | 0.01% | No change | 63,262 | $696K |
| D. E. Shaw & Co. | 0.00% | Add +18.0% | 60,040 | $660K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -49.5% | 58,702 | $646K |
| Cooper Financial Group | 0.10% | Reduce -6.3% | 57,113 | $628K |
| Endowment Wealth Management, Inc. | 0.46% | Add +3.8% | 55,588 | $611K |
| Jump Financial, LLC | 0.02% | Add +13.4% | 53,281 | $586K |
| Continuum Advisory, LLC | 0.08% | Reduce -34.8% | 47,077 | $561K |
| Virtus Advisers, LLC | 0.30% | Add +56.6% | 50,959 | $561K |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.6% | 48,555 | $534K |
| Royal Bank of Canada | 0.00% | Reduce -54.5% | 45,954 | $506K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -54.7% | 45,347 | $499K |
| Curi Capital, LLC | 0.01% | New | 45,000 | $495K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -5.4% | 41,981 | $462K |
| Founders Financial Securities LLC | 0.05% | Reduce -0.8% | 41,543 | $457K |
| Trexquant Investment LP | 0.01% | Add +46.6% | 41,167 | $453K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -37.0% | 39,148 | $431K |
| UBS Group AG | 0.00% | Add +8.8% | 38,859 | $427K |
| Aviso Wealth Management | 0.26% | Add +8.0% | 37,021 | $407K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -10.7% | 36,911 | $406K |
| NFSG Corp | 0.17% | Add +1.0% | 36,390 | $400K |
| Townsquare Capital LLC | 0.01% | Add +5.6% | 36,118 | $397K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -6.1% | 35,992 | $396K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 35,828 | $394K |
| Beacon Capital Management, LLC | 0.08% | Reduce -1.3% | 34,131 | $375K |
| New York Life Investment Management LLC | 0.00% | New | 33,201 | $365K |
| JPMorgan Chase & Co. | 0.00% | Add +1970.8% | 32,718 | $360K |
| Mariner, LLC | 0.00% | Reduce -4.2% | 32,670 | $359K |
| Belpointe Asset Management LLC | 0.03% | Reduce -13.9% | 32,465 | $357K |
| Alps Advisors Inc. | 0.00% | New | 31,440 | $346K |
| EPG Wealth Management LLC | 0.08% | Add +28.7% | 30,338 | $334K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.0% | 29,850 | $328K |
| EWG Elevate Inc. | 0.12% | No change | 29,434 | $324K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 28,576 | $314K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.0% | 28,257 | $311K |
| PAX Financial Group, LLC | 0.06% | Add +1.1% | 28,059 | $309K |
| Silver Oak Securities, Incorporated | 0.05% | No change | 27,851 | $306K |
| Kowal Investment Group, LLC | 0.06% | Add +3.7% | 27,290 | $300K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.9% | 26,599 | $293K |
| United Advisor Group, LLC | 0.11% | New | 26,359 | $290K |
| Cerity Partners LLC | 0.00% | Add +4.7% | 25,666 | $282K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 25,603 | $282K |
| Financial Gravity Asset Management, Inc. | 0.08% | Reduce -95.0% | 24,845 | $281K |
| IHT Wealth Management, LLC | 0.01% | Add +1.2% | 25,424 | $280K |
| State of Tennessee, Department of Treasury | 0.00% | New | 25,373 | $279K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +22.3% | 25,239 | $277K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -1.6% | 24,789 | $273K |
| Cambria Investment Management, L.P. | 0.02% | New | 24,579 | $270K |
| BlueChip Wealth Advisors LLC | 0.17% | Add +62.9% | 24,564 | $270K |
| AE Wealth Management LLC | 0.00% | Reduce -91.3% | 24,489 | $269K |
| Eagle Global Advisors LLC | 0.01% | No change | 23,920 | $263K |
| Beck Capital Management, LLC | 0.07% | New | 23,596 | $260K |
| Farther Finance Advisors, LLC | 0.01% | Add +2695.1% | 22,221 | $246K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +28.7% | 21,662 | $238K |
| Western Wealth Management, LLC | 0.02% | No change | 21,505 | $237K |
| Simon Quick Advisors, LLC | 0.02% | Add +5.0% | 21,434 | $236K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.7% | 20,336 | $224K |
| Apollon Wealth Management, LLC | 0.01% | Add +29.5% | 19,864 | $219K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.8% | 19,847 | $218K |
| Regatta Capital Group, LLC | 0.05% | Reduce -3.8% | 19,690 | $217K |
| Swmg, LLC | 0.10% | No change | 19,374 | $213K |
| Creative Planning | 0.00% | No change | 18,966 | $209K |
| Brookstone Capital Management | 0.00% | Reduce -15.8% | 18,898 | $208K |
| Centaurus Financial, Inc. | 0.01% | Add +13.4% | 18,368 | $202K |
| Strategic Blueprint, LLC | 0.01% | Reduce -28.7% | 18,193 | $200K |
| Gen-Wealth Partners Inc | 0.10% | — | 17,859 | $196K |
| Triumph Capital Management | 0.08% | Reduce -42.6% | 17,386 | $193K |
| IFP Advisors, Inc | 0.01% | Reduce -1.7% | 17,301 | $190K |
| Tanglewood Legacy Advisors, LLC | 0.09% | No change | 16,865 | $186K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 16,825 | $185K |
| Wealthspire Advisors, LLC | 0.00% | No change | 16,687 | $184K |
| Bank of New York Mellon Corp | 0.00% | New | 16,354 | $180K |
| Ignite Planners, LLC | 0.05% | Reduce -12.0% | 16,217 | $180K |
| Avior Wealth Management, LLC | 0.01% | New | 16,316 | $179K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -1.4% | 16,239 | $179K |
| Spire Wealth Management | 0.00% | Add +2.3% | 15,905 | $175K |
| Cape Investment Advisory, Inc. | 0.08% | Reduce -61.9% | 15,682 | $172K |
| Harbour Investments, Inc. | 0.01% | Add +0.6% | 15,381 | $169K |
| SageView Advisory Group, LLC | 0.01% | No change | 14,933 | $164K |
| Compound Planning, Inc. | 0.01% | Add +8.6% | 14,761 | $162K |
| Catalina Capital Group, LLC | 0.07% | New | 14,165 | $156K |
| Cwm, LLC | 0.00% | Add +1.0% | 13,908 | $153K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 13,335 | $147K |
| Diversify Advisory Services, LLC | 0.01% | — | 13,116 | $145K |
| Fisher Asset Management | 0.00% | No change | 12,646 | $139K |
| Strong Tower Advisory Services | 0.06% | No change | 12,503 | $139K |
| Global Retirement Partners, LLC | 0.01% | Add +1.9% | 12,575 | $138K |
| Imprint Wealth LLC | 0.03% | New | 12,293 | $136K |
| Wedbush Securities Inc. | 0.01% | New | 12,300 | $135K |
| Bensler, LLC | 0.02% | Add +4.0% | 12,220 | $134K |
| Redwood Financial Network Corp | 0.11% | Reduce -33.3% | 11,779 | $130K |
| Founders Financial Alliance, LLC | 0.04% | New | 11,726 | $129K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +1.7% | 11,286 | $124K |
| Providence Wealth Advisors, LLC | 0.11% | Reduce -51.0% | 11,146 | $123K |
| Virtue Capital Management, LLC | 0.02% | No change | 10,786 | $119K |
| Atticus Wealth Management, LLC | 0.04% | No change | 10,594 | $117K |
| RFG Advisory, LLC | 0.00% | Add +0.5% | 10,569 | $116K |
| Guggenheim Capital LLC | 0.00% | Reduce -0.8% | 10,523 | $116K |
| PFG Investments, LLC | 0.01% | New | 10,123 | $111K |
| Geneos Wealth Management Inc. | 0.00% | No change | 9,637 | $106K |
| Wells Fargo & Company | 0.00% | Add +26.6% | 9,546 | $105K |
| Quantbot Technologies LP | 0.01% | Reduce -58.9% | 8,164 | $90K |
| Bank of America Corp. | 0.00% | Reduce -0.4% | 7,844 | $86K |
| Private Trust Co. NA | 0.01% | Add +37.9% | 7,284 | $80K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 6,364 | $70K |
| LSV Asset Management | 0.00% | No change | 5,800 | $64K |
| Main Street Group, LTD | 0.03% | Add +194.3% | 4,882 | $54K |
| Huntington National Bank | 0.00% | No change | 4,704 | $52K |
| Joseph Group Capital Management | 0.02% | No change | 4,131 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,000 | $44K |
| Tyler-Stone Wealth Management | 0.02% | No change | 3,863 | $42K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.1% | 3,850 | $42K |
| Lazard Asset Management LLC | 0.00% | New | 3,365 | $37K |
| Signaturefd, LLC | 0.00% | No change | 3,309 | $36K |
| Tidemark, LLC | 0.02% | Add +39.0% | 3,198 | $35K |
| New England Capital Financial Advisors LLC | 0.01% | Add +5.0% | 2,110 | $23K |
| Arlington Trust Co LLC | 0.01% | No change | 2,100 | $23K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,000 | $22K |
| Allworth Financial LP | 0.00% | No change | 1,689 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,562 | $17K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 854 | $9K |
| Comerica Bank | 0.00% | New | 760 | $8K |
| Tucker Asset Management LLC | 0.00% | New | 590 | $6K |
| Kozak & Associates, Inc. | 0.00% | Add +3.1% | 499 | $6K |
| Creekmur Asset Management LLC | 0.00% | Reduce -86.2% | 519 | $6K |
| Sound Income Strategies, LLC | 0.00% | Reduce -78.6% | 404 | $4K |
| Richardson Financial Services Inc. | 0.00% | No change | 399 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 285 | $3K |
| Lanark Financial, Inc. | 0.00% | Reduce -83.6% | 155 | $1K |
| NewEdge Advisors, LLC | 0.00% | Reduce -100.0% | 6 | $62 |
| FMR LLC | 0.00% | New | 1 | $11 |
"% of holder's portfolio" is CION's weight in each manager's 13F, not the share of Cion Investment Corp. the manager owns.