CUSIP 17259U204
CION INVT CORP
190 institutions · $175.0M total · 20,468,120 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Bulldog Investors, LLP | 1,538,071 | $14.9M | 7.51% | 2025-12-31 |
| 2 | Invesco Ltd. | 1,256,649 | $12.2M | 6.13% | 2025-12-31 |
| 3 | North Ground Capital | 1,086,992 | $10.5M | 5.31% | 2025-12-31 |
| 4 | LPL Financial LLC | 933,985 | $9.0M | 4.56% | 2025-12-31 |
| 5 | Private Advisor Group, LLC | 740,833 | $7.2M | 3.61% | 2025-12-31 |
| 6 | Alpine Global Management, LLC | 612,635 | $5.9M | 2.99% | 2025-12-31 |
| 7 | Callodine Capital Management, LP | 562,388 | $5.4M | 2.74% | 2025-12-31 |
| 8 | UBS Group AG | 551,442 | $5.3M | 2.69% | 2025-12-31 |
| 9 | TWO SIGMA INVESTMENTS, LP | 485,483 | $4.7M | 2.37% | 2025-12-31 |
| 10 | Berger Financial Group, Inc | 485,188 | $4.7M | 2.37% | 2025-12-31 |
| 11 | Hennion & Walsh Asset Management, Inc. | 414,620 | $4.0M | 2.02% | 2025-12-31 |
| 12 | Closed-End Fund Advisors, Inc. | 414,611 | $4.0M | 2.02% | 2025-12-31 |
| 13 | MORGAN STANLEY | 401,762 | $3.9M | 1.96% | 2025-12-31 |
| 14 | BlackRock, Inc. | 375,759 | $3.6M | 1.83% | 2025-12-31 |
| 15 | Advisors Asset Management, Inc. | 292,397 | $2.8M | 1.42% | 2025-12-31 |
| 16 | Kestra Advisory Services, LLC | 286,008 | $2.8M | 1.39% | 2025-12-31 |
| 17 | Sigma Planning Corp | 280,046 | $2.7M | 1.36% | 2025-12-31 |
| 18 | Arkadios Wealth Advisors | 270,581 | $2.6M | 1.32% | 2025-12-31 |
| 19 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 267,862 | $2.5M | 1.30% | 2025-09-30 |
| 20 | RENAISSANCE TECHNOLOGIES LLC | 260,800 | $2.5M | 1.27% | 2025-12-31 |
| 21 | JANE STREET GROUP, LLC | 256,812 | $2.5M | 1.25% | 2025-12-31 |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 233,110 | $2.3M | 1.13% | 2025-12-31 |
| 23 | PINKERTON WEALTH, LLC | 228,636 | $2.2M | 1.11% | 2025-12-31 |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 216,587 | $2.1M | 1.05% | 2025-12-31 |
| 25 | Legacy Wealth Managment, LLC/ID | 214,056 | $2.1M | 1.04% | 2025-12-31 |
| 26 | TWO SIGMA ADVISERS, LP | 198,200 | $1.9M | 0.96% | 2025-12-31 |
| 27 | Strong Tower Advisory Services | 198,777 | $1.9M | 0.97% | 2025-06-30 |
| 28 | SHERMAN PORFOLIOS, LLC | 193,758 | $1.9M | 0.94% | 2025-12-31 |
| 29 | TUDOR INVESTMENT CORP ET AL | 189,494 | $1.8M | 0.92% | 2025-12-31 |
| 30 | OneDigital Investment Advisors LLC | 178,764 | $1.7M | 0.87% | 2025-12-31 |
| 31 | OSAIC HOLDINGS, INC. | 175,123 | $1.7M | 0.85% | 2025-12-31 |
| 32 | JPMORGAN CHASE & CO | 168,668 | $1.6M | 0.82% | 2025-12-31 |
| 33 | RAYMOND JAMES FINANCIAL INC | 162,045 | $1.6M | 0.79% | 2025-12-31 |
| 34 | HighPoint Advisor Group LLC | 162,034 | $1.6M | 0.79% | 2025-12-31 |
| 35 | Cetera Investment Advisers | 142,067 | $1.4M | 0.69% | 2025-12-31 |
| 36 | CITADEL ADVISORS LLC | 133,837 | $1.3M | 0.65% | 2025-12-31 |
| 37 | DIVERSIFY WEALTH MANAGEMENT, LLC | 133,315 | $1.3M | 0.65% | 2025-12-31 |
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23,140 | $1.1M | 0.11% | 2025-12-31 |
| 39 | WELLS FARGO & COMPANY/MN | 102,362 | $989.8K | 0.50% | 2025-12-31 |
| 40 | D. E. Shaw & Co., Inc. | 99,531 | $962.5K | 0.48% | 2025-12-31 |
| 41 | ADAPT WEALTH ADVISORS, LLC | 97,818 | $945.9K | 0.47% | 2025-12-31 |
| 42 | Financial Gravity Companies, Inc. | 97,634 | $934.4K | 0.47% | 2025-06-30 |
| 43 | Trexquant Investment LP | 84,183 | $814.0K | 0.41% | 2025-12-31 |
| 44 | Apollon Wealth Management, LLC | 83,184 | $804.4K | 0.40% | 2025-12-31 |
| 45 | BANK OF AMERICA CORP /DE/ | 80,438 | $762.6K | 0.39% | 2025-12-31 |
| 46 | LEIGH BALDWIN & CO., LLC | 25,620 | $751.1K | 0.12% | 2025-09-30 |
| 47 | Virtus Investment Advisers, LLC | 74,429 | $719.7K | 0.36% | 2025-12-31 |
| 48 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 70,091 | $677.8K | 0.34% | 2025-12-31 |
| 49 | Endowment Wealth Management, Inc. | 64,505 | $623.8K | 0.31% | 2025-12-31 |
| 50 | Apollo Management Holdings, L.P. | 63,262 | $611.7K | 0.30% | 2025-12-31 |
| 51 | Y-Intercept (Hong Kong) Ltd | 63,351 | $606.3K | 0.30% | 2025-06-30 |
| 52 | AE Wealth Management LLC | 54,724 | $529.2K | 0.26% | 2025-12-31 |
| 53 | MILLENNIUM MANAGEMENT LLC | 51,374 | $496.8K | 0.25% | 2025-12-31 |
| 54 | AMERIPRISE FINANCIAL INC | 51,174 | $494.9K | 0.25% | 2025-12-31 |
| 55 | FOUNDERS FINANCIAL SECURITIES LLC | 48,781 | $471.7K | 0.23% | 2025-12-31 |
| 56 | STIFEL FINANCIAL CORP | 49,039 | $469.3K | 0.23% | 2025-06-30 |
| 57 | Cooper Financial Group | 46,332 | $448.0K | 0.22% | 2025-12-31 |
| 58 | Trivium Point Advisory, LLC | 46,074 | $445.5K | 0.22% | 2025-12-31 |
| 59 | Concurrent Investment Advisors, LLC | 45,074 | $435.9K | 0.22% | 2025-12-31 |
| 60 | BlueChip Wealth Advisors LLC | 41,426 | $400.6K | 0.20% | 2025-12-31 |
| 61 | Strategic Blueprint, LLC | 40,797 | $394.5K | 0.19% | 2025-12-31 |
| 62 | Quadrature Capital Ltd | 40,468 | $391.3K | 0.19% | 2025-12-31 |
| 63 | Consolidated Portfolio Review Corp | 40,973 | $388.4K | 0.20% | 2025-09-30 |
| 64 | Continuum Advisory, LLC | 39,609 | $383.0K | 0.19% | 2025-12-31 |
| 65 | Symmetry Partners, LLC | 39,228 | $379.3K | 0.19% | 2025-12-31 |
| 66 | AVANTAX ADVISORY SERVICES, INC. | 35,751 | $342.1K | 0.17% | 2025-06-30 |
| 67 | nVerses Capital, LLC | 34,892 | $337.4K | 0.17% | 2025-12-31 |
| 68 | Jump Financial, LLC | 32,000 | $309.4K | 0.15% | 2025-12-31 |
| 69 | XTX Topco Ltd | 31,909 | $308.6K | 0.15% | 2025-12-31 |
| 70 | Koshinski Asset Management, Inc. | 29,440 | $284.7K | 0.14% | 2025-12-31 |
| 71 | SeaCrest Wealth Management, LLC | 29,102 | $278.5K | 0.14% | 2025-06-30 |
| 72 | SILVER OAK SECURITIES, INCORPORATED | 28,060 | $273.0K | 0.13% | 2025-12-31 |
| 73 | Founders Financial Alliance, LLC | 28,012 | $270.9K | 0.13% | 2025-12-31 |
| 74 | TT Capital Management LLC | 27,225 | $263.3K | 0.13% | 2025-12-31 |
| 75 | Campbell & CO Investment Adviser LLC | 27,177 | $262.8K | 0.13% | 2025-12-31 |
| 76 | Verition Fund Management LLC | 26,809 | $259.2K | 0.13% | 2025-12-31 |
| 77 | Beacon Capital Management, LLC | 26,321 | $254.5K | 0.12% | 2025-12-31 |
| 78 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,200 | $253.4K | 0.12% | 2025-12-31 |
| 79 | Brevan Howard Capital Management LP | 25,979 | $251.2K | 0.12% | 2025-12-31 |
| 80 | SIMON QUICK ADVISORS, LLC | 26,460 | $250.8K | 0.12% | 2025-09-30 |
| 81 | IHT Wealth Management, LLC | 25,505 | $246.6K | 0.12% | 2025-12-31 |
| 82 | Kovack Advisors, Inc. | 25,349 | $245.1K | 0.12% | 2025-12-31 |
| 83 | EPG Wealth Management LLC | 25,156 | $243.3K | 0.12% | 2025-12-31 |
| 84 | GatePass Capital, LLC | 25,000 | $241.8K | 0.12% | 2025-12-31 |
| 85 | EWG Elevate Inc. | 25,474 | $241.5K | 0.12% | 2025-09-30 |
| 86 | A&I FINANCIAL SERVICES, LLC | 24,902 | $240.8K | 0.12% | 2025-12-31 |
| 87 | Dynamic Technology Lab Private Ltd | 24,787 | $240.0K | 0.12% | 2025-12-31 |
| 88 | Aquatic Capital Management LLC | 24,671 | $238.6K | 0.12% | 2025-12-31 |
| 89 | MARSHALL WACE, LLP | 24,175 | $233.8K | 0.11% | 2025-12-31 |
| 90 | United Advisor Group, LLC | 24,085 | $232.9K | 0.11% | 2025-12-31 |
| 91 | Financial Gravity Asset Management, Inc. | 24,049 | $232.6K | 0.11% | 2025-12-31 |
| 92 | NORTHERN TRUST CORP | 23,424 | $226.5K | 0.11% | 2025-12-31 |
| 93 | GREAT VALLEY ADVISOR GROUP, INC. | 21,627 | $209.4K | 0.10% | 2025-12-31 |
| 94 | Quantbot Technologies LP | 21,254 | $205.5K | 0.10% | 2025-12-31 |
| 95 | Creative Planning | 20,920 | $202.3K | 0.10% | 2025-12-31 |
| 96 | Focus Partners Advisor Solutions, LLC | 20,906 | $202.2K | 0.10% | 2025-12-31 |
| 97 | Royal Bank of Canada | 19,939 | $193.0K | 0.09% | 2025-12-31 |
| 98 | HARBOUR INVESTMENTS, INC. | 19,734 | $190.8K | 0.09% | 2025-12-31 |
| 99 | NOMURA HOLDINGS INC | 19,500 | $188.6K | 0.09% | 2025-12-31 |
| 100 | Golden State Wealth Management, LLC | 19,312 | $186.8K | 0.09% | 2025-12-31 |
| 101 | Engineers Gate Manager LP | 19,203 | $185.7K | 0.09% | 2025-12-31 |
| 102 | Cerity Partners LLC | 19,125 | $184.9K | 0.09% | 2025-12-31 |
| 103 | Collaborative Wealth Managment Inc. | 19,402 | $183.9K | 0.09% | 2025-09-30 |
| 104 | StoneX Group Inc. | 18,306 | $173.5K | 0.08% | 2025-09-30 |
| 105 | SWMG, LLC | 19,374 | $171.1K | 0.09% | 2025-12-31 |
| 106 | PharVision Advisers, LLC | 17,485 | $169.1K | 0.08% | 2025-12-31 |
| 107 | HighTower Advisors, LLC | 17,350 | $167.8K | 0.08% | 2025-12-31 |
| 108 | KESTRA PRIVATE WEALTH SERVICES, LLC | 17,076 | $165.1K | 0.08% | 2025-12-31 |
| 109 | Tanglewood Legacy Advisors, LLC | 16,865 | $161.4K | 0.08% | 2025-06-30 |
| 110 | Wealthspire Advisors, LLC | 16,687 | $161.4K | 0.08% | 2025-12-31 |
| 111 | Wealthcare Advisory Partners LLC | 15,517 | $150.0K | 0.07% | 2025-12-31 |
| 112 | TOWNSQUARE CAPITAL LLC | 15,797 | $149.8K | 0.07% | 2025-09-30 |
| 113 | IFP Advisors, Inc | 15,443 | $146.4K | 0.07% | 2025-12-31 |
| 114 | Newbridge Financial Services Group, Inc. | 15,094 | $146.0K | 0.07% | 2025-12-31 |
| 115 | Belpointe Asset Management LLC | 15,093 | $145.9K | 0.07% | 2025-12-31 |
| 116 | Rydar Equities, Inc. | 14,978 | $144.8K | 0.07% | 2025-12-31 |
| 117 | Integrated Wealth Concepts LLC | 15,230 | $144.4K | 0.07% | 2025-09-30 |
| 118 | Orion Porfolio Solutions, LLC | 14,869 | $143.8K | 0.07% | 2025-12-31 |
| 119 | Sanctuary Advisors, LLC | 15,155 | $143.7K | 0.07% | 2025-12-31 |
| 120 | AVISO WEALTH MANAGEMENT | 14,632 | $141.5K | 0.07% | 2025-12-31 |
| 121 | KINGSWOOD WEALTH ADVISORS, LLC | 14,599 | $141.2K | 0.07% | 2025-12-31 |
| 122 | Triumph Capital Management | 14,619 | $139.9K | 0.07% | 2025-12-31 |
| 123 | Mariner, LLC | 13,816 | $133.6K | 0.06% | 2025-12-31 |
| 124 | Global Retirement Partners, LLC | 13,791 | $133.4K | 0.06% | 2025-12-31 |
| 125 | Sowell Financial Services LLC | 13,763 | $133.1K | 0.06% | 2025-12-31 |
| 126 | PAX Financial Group, LLC | 13,662 | $132.1K | 0.06% | 2025-12-31 |
| 127 | MERCER GLOBAL ADVISORS INC /ADV | 13,243 | $128.1K | 0.06% | 2025-12-31 |
| 128 | Western Wealth Management, LLC | 13,068 | $126.4K | 0.06% | 2025-12-31 |
| 129 | Merit Financial Group, LLC | 12,928 | $125.0K | 0.06% | 2025-12-31 |
| 130 | BridgePort Financial Solutions, LLC | 12,233 | $118.3K | 0.05% | 2025-12-31 |
| 131 | Bensler, LLC | 11,866 | $114.7K | 0.05% | 2025-12-31 |
| 132 | First Heartland Consultants, Inc. | 11,770 | $113.8K | 0.05% | 2025-12-31 |
| 133 | Focus Partners Wealth | 11,689 | $113.0K | 0.05% | 2025-12-31 |
| 134 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,482 | $111.0K | 0.05% | 2025-12-31 |
| 135 | GOLDMAN SACHS GROUP INC | 11,533 | $109.3K | 0.05% | 2025-09-30 |
| 136 | Winthrop Advisory Group LLC | 11,493 | $109.0K | 0.05% | 2025-09-30 |
| 137 | Brookstone Capital Management | 11,218 | $106.4K | 0.05% | 2025-09-30 |
| 138 | Savvy Advisors, Inc. | 10,675 | $103.2K | 0.05% | 2025-12-31 |
| 139 | ATTICUS WEALTH MANAGEMENT, LLC | 10,594 | $102.4K | 0.05% | 2025-12-31 |
| 140 | HUB Investment Partners, LLC | 10,669 | $101.1K | 0.05% | 2025-09-30 |
| 141 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 10,435 | $100.9K | 0.05% | 2025-12-31 |
| 142 | Empowered Funds, LLC | 10,627 | $100.7K | 0.05% | 2025-09-30 |
| 143 | Diversify Advisory Services, LLC | 10,042 | $94.9K | 0.04% | 2025-12-31 |
| 144 | Gen-Wealth Partners Inc | 9,500 | $91.9K | 0.04% | 2025-12-31 |
| 145 | SageView Advisory Group, LLC | 9,071 | $87.7K | 0.04% | 2025-12-31 |
| 146 | Geneos Wealth Management Inc. | 8,802 | $85.1K | 0.04% | 2025-12-31 |
| 147 | PRIVATE TRUST CO NA | 7,284 | $70.4K | 0.03% | 2025-12-31 |
| 148 | GPS Wealth Strategies Group, LLC | 6,720 | $65.0K | 0.03% | 2025-12-31 |
| 149 | Farther Finance Advisors, LLC | 5,826 | $56.3K | 0.02% | 2025-12-31 |
| 150 | Joseph Group Capital Management | 4,131 | $39.9K | 0.02% | 2025-12-31 |
| 151 | Spire Wealth Management | 3,821 | $36.9K | 0.01% | 2025-12-31 |
| 152 | MAI Capital Management | 3,562 | $34.4K | 0.01% | 2025-12-31 |
| 153 | WPG Advisers, LLC | 3,497 | $33.8K | 0.01% | 2025-12-31 |
| 154 | SIGNATUREFD, LLC | 3,309 | $32.0K | 0.01% | 2025-12-31 |
| 155 | Private Wealth Management Group, LLC | 3,165 | $30.0K | 0.01% | 2025-09-30 |
| 156 | Wealth Preservation Advisors, LLC | 3,061 | $29.6K | 0.01% | 2025-12-31 |
| 157 | New England Capital Financial Advisors LLC | 2,696 | $26.1K | 0.01% | 2025-12-31 |
| 158 | Financial Management Professionals, Inc. | 2,482 | $24.0K | 0.01% | 2025-12-31 |
| 159 | Main Street Group, LTD | 2,391 | $22.7K | 0.01% | 2025-09-30 |
| 160 | Tidemark, LLC | 2,134 | $20.6K | 0.01% | 2025-12-31 |
| 161 | CIBC Private Wealth Group LLC | 2,000 | $19.3K | 0.00% | 2025-12-31 |
| 162 | Sunbelt Securities, Inc. | 2,000 | $19.3K | 0.00% | 2025-12-31 |
| 163 | BNP PARIBAS FINANCIAL MARKETS | 1,902 | $18.4K | 0.00% | 2025-12-31 |
| 164 | COMERICA BANK | 1,885 | $17.9K | 0.00% | 2025-09-30 |
| 165 | Steward Partners Investment Advisory, LLC | 1,562 | $15.1K | 0.00% | 2025-12-31 |
| 166 | LGT Financial Advisors LLC | 1,542 | $14.9K | 0.00% | 2025-12-31 |
| 167 | Whipplewood Advisors, LLC | 1,461 | $13.8K | 0.00% | 2025-09-30 |
| 168 | Rockefeller Capital Management L.P. | 1,353 | $13.1K | 0.00% | 2025-12-31 |
| 169 | Quarry LP | 1,183 | $11.4K | 0.00% | 2025-12-31 |
| 170 | VAN ECK ASSOCIATES CORP | 1,018,713 | $9.9K | 4.97% | 2025-12-31 |
| 171 | Federation des caisses Desjardins du Quebec | 800 | $7.7K | 0.00% | 2025-12-31 |
| 172 | Cambridge Investment Research Advisors, Inc. | 755,768 | $7.3K | 3.69% | 2025-12-31 |
| 173 | Kozak & Associates, Inc. | 633 | $6.1K | 0.00% | 2025-12-31 |
| 174 | Garner Asset Management Corp | 600 | $5.8K | 0.00% | 2025-12-31 |
| 175 | RICHARDSON FINANCIAL SERVICES INC. | 399 | $3.9K | 0.00% | 2025-12-31 |
| 176 | Sound Income Strategies, LLC | 404 | $3.8K | 0.00% | 2025-12-31 |
| 177 | LSV ASSET MANAGEMENT | 352,236 | $3.4K | 1.72% | 2025-12-31 |
| 178 | SIMPLEX TRADING, LLC | 312 | $3.0K | 0.00% | 2025-12-31 |
| 179 | BI Asset Management Fondsmaeglerselskab A/S | 184,026 | $1.8K | 0.89% | 2025-12-31 |
| 180 | Janney Montgomery Scott LLC | 68,216 | $660 | 0.33% | 2025-12-31 |
| 181 | Tower Research Capital LLC (TRC) | 50 | $484 | 0.00% | 2025-12-31 |
| 182 | ASSETMARK, INC | 42 | $398 | 0.00% | 2025-09-30 |
| 183 | ACADIAN ASSET MANAGEMENT LLC | 40,419 | $390 | 0.19% | 2025-12-31 |
| 184 | WEDBUSH SECURITIES INC | 34,875 | $337 | 0.17% | 2025-12-31 |
| 185 | Virtu Financial LLC | 19,921 | $193 | 0.09% | 2025-12-31 |
| 186 | Arete Wealth Advisors, LLC | 10,040 | $95 | 0.04% | 2025-09-30 |
| 187 | CWM, LLC | 8,130 | $79 | 0.03% | 2025-12-31 |
| 188 | BARCLAYS PLC | 3 | $28 | 0.00% | 2025-09-30 |
| 189 | Creekmur Asset Management LLC | 1 | $10 | 0.00% | 2025-09-30 |
| 190 | CX Institutional | 574 | $6 | 0.00% | 2025-12-31 |