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.
Q2 2025 vs. Q1 2025
How the institutions holding CION Investment Corp changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 173 | 2 | 161 | −10 |
| Shares | 19.7M | 120.0K | 19.4M | −132.6K (−0.7%) |
| Value | $203.7M | $1.24M | $186.3M | −$16.2M (−8.0%) |
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held CION Investment Corp at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Financial Gravity Companies, Inc. | 97,634 | $934.4K | 0.18% |
| Brevan Howard Capital Management LP | 80,285 | $768.3K | 0.01% |
| Quantbot Technologies LP | 29,665 | $283.9K | 0.01% |
| XTX Topco Ltd | 21,618 | $206.9K | 0.01% |
| Northern Trust Corp | 18,455 | $176.6K | 0.00% |
| Rydar Equities, Inc. | 13,942 | $133.4K | 0.11% |
| Global Retirement Partners, LLC | 13,410 | $128.3K | 0.00% |
| Great Valley Advisor Group, Inc. | 12,643 | $121.0K | 0.00% |
| Sanctuary Advisors, LLC | 12,468 | $119.3K | 0.00% |
| Beacon Pointe Advisors, LLC | 11,346 | $108.6K | 0.00% |
| Daymark Wealth Partners, LLC | 10,283 | $98.4K | 0.00% |
| Legacy Investment Solutions, LLC | 7,711 | $73.8K | 0.04% |
| Gitterman Wealth Management, LLC | 7,300 | $69.9K | 0.02% |
| Strategic Wealth Partners, Ltd. | 5,144 | $49.2K | 0.00% |
| Aquatic Capital Management LLC | 3,907 | $37.4K | 0.00% |
| Darwin Advisors, LLC | 1,511 | $14.5K | 0.01% |
| Ameritas Advisory Services, LLC | 1,416 | $13.6K | 0.00% |
Sold out (27)
Institutions that held CION Investment Corp at the end of Q1 2025 and filed for Q2 2025 without it.
Not filed for Q2 2025 yet (2)
Institutions that held CION Investment Corp at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Sofos Investments, Inc. | 97,281 | $1.01M |
| Orion Portfolio Solutions, LLC | 22,738 | $235.3K |