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CION Investment Corp

CION
Exchange
NYSE
SEC CIK
0001534254

No open-market purchases or sales by CION Investment Corp insiders were filed in the last 90 days; 138 institutions reported holding it in 13F filings for Q2 2026, worth $100.4M in total; no superinvestor holds it.

Other share classesCICBCICC

Q2 2022 vs. Q1 2022

How the institutions holding CION Investment Corp changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of CION: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders734129+60
Shares4.72M425.9K10.1M+5.75M (+134.0%)
Value$67.6M$4.84M$87.5M+$24.7M (+39.4%)

4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (67)

Institutions that held CION Investment Corp at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to CION in Q2 2022
InstitutionSharesValue% of portfolio
Pinkerton Retirement Specialists, LLC559,164$4.87M1.47%
LPL Financial LLC481,628$4.19M0.00%
Paradigm Financial Partners, LLC183,393$1.62M0.49%
Arkadios Wealth Advisors182,842$1.59M0.24%
FirstPurpose Wealth LLC150,240$1.31M0.88%
AE Wealth Management LLC127,046$1.10M0.01%
Sigma Planning Corp115,985$1.01M0.04%
Engineers Gate Manager LP100,353$873.0K0.03%
Cooper Financial Group90,479$787.0K0.29%
ACG Wealth76,408$665.0K0.14%
Private Advisor Group, LLC73,263$637.0K0.01%
EPG Wealth Management LLC66,484$578.0K0.25%
HighPoint Advisor Group LLC65,022$526.0K0.06%
Continuum Advisory, LLC49,248$428.0K0.08%
Wealthcare Advisory Partners LLC48,434$421.0K0.03%
Two Sigma Investments, LP46,036$401.0K0.00%
GPS Wealth Strategies Group, LLC42,311$368.0K0.09%
Spire Wealth Management38,704$337.0K0.01%
Harbour Investments, Inc.37,825$329.0K0.02%
Western Wealth Management, LLC35,735$309.0K0.02%
Patriot Financial Group Insurance Agency, LLC34,343$299.0K0.06%
Silver Oak Securities, Inc33,955$293.0K0.07%
CWM, LLC33,281$290.0K0.00%
IHT Wealth Management, LLC32,458$282.0K0.02%
Cubist Systematic Strategies, LLC31,160$271.0K0.00%
RFG Advisory, LLC28,478$271.0K0.02%
Collaborative Wealth Managment Inc.28,357$247.0K0.16%
Pensionmark Financial Group, LLC25,280$235.0K0.05%
Two Sigma Advisers, LP26,200$228.0K0.00%
EWG Elevate Inc.24,274$211.0K0.10%
Occudo Quantitative Strategies LP21,944$191.0K0.02%
Apollon Wealth Management, LLC21,098$184.0K0.02%
Fisher Asset Management, LLC20,568$179.0K0.00%
Schonfeld Strategic Advisors LLC19,400$169.0K0.00%
Creative Planning18,967$165.0K0.00%
Sheaff Brock Investment Advisors, LLC18,616$162.0K0.02%
Capital Wealth Management, LLC17,214$150.0K0.11%
Sofos Investments, Inc.16,561$143.0K0.01%
Monument Capital Management15,741$137.0K0.05%
West Wealth Group, LLC15,197$132.0K0.06%
Citadel Advisors LLC14,952$130.0K0.00%
Envestnet Asset Management Inc14,398$125.0K0.00%
Denver Wealth Management, Inc.13,960$121.0K0.13%
Atria Wealth Solutions, Inc.13,705$119.0K0.00%
Stratos Wealth Partners, LTD.13,219$115.0K0.00%
Ignite Planners, LLC13,040$115.0K0.09%
Strategic Blueprint, LLC12,819$112.0K0.01%
Alpha Omega Group, Inc.12,544$109.0K0.13%
Laidlaw Wealth Management LLC11,528$100.0K0.02%
Newbridge Financial Services Group, Inc.10,801$94.0K0.06%
HRT Financial LP10,753$93.0K0.00%
Perennial Investment Advisors, LLC10,316$90.0K0.04%
TownSquare Capital, LLC10,099$88.0K0.00%
Triumph Capital Management14,493$29.0K0.02%
IAG Wealth Partners, LLC3,349$29.0K0.01%
Tyler-Stone Wealth Management3,137$27.0K0.02%
Signaturefd, LLC2,225$19.0K0.00%
Private Trust Co NA1,866$16.0K0.00%
Worth Asset Management, LLC1,370$12.0K0.01%
Navigation Wealth Management, Inc.1,141$10.0K1.11%
Citigroup Inc994$9.00K0.00%
Gradient Investments LLC954$8.00K0.00%
Rise Advisors, LLC451$4.00K0.00%
SOA Wealth Advisors, LLC.569$4.00K0.00%
Syverson Strege & Co318$3.00K0.00%
Kozak & Associates, Inc.323$3.00K0.00%
Simplex Trading, LLC200$1.00K0.00%

Sold out (7)

Institutions that held CION Investment Corp at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of CION in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
JPMorgan Chase & Co49,502$733.0K
Jane Street Group, LLC23,545$348.0K
ExodusPoint Capital Management, LP18,067$267.0K
Sciencast Management LP11,479$153.0K
Qube Research & Technologies Ltd10,188$151.0K
Ovata Capital Management Ltd950$14.0K
FMR LLC29$0

Not filed for Q2 2022 yet (4)

Institutions that held CION Investment Corp at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CION in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
WealthPLAN Partners, LLC201,893$2.26M
WealthPlan Investment Management, LLC201,893$2.26M
SWMG, LLC19,374$287.0K
Lenox Wealth Advisors, LLC2,757$34.0K