FOUNDERS FINANCIAL SECURITIES LLC
Broker-DealerPosition in CION — CION Investment Corp
CIK 1342396
TOWSON, MD
Position in CION
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$229,911
-$22,512 QoQ
Shares Held
36,904
0.0% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#52
of 138 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CION Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FOUNDERS FINANCIAL SECURITIES LLC holds $12,398,921 across 12 Asset Management names. CION ranks #11 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
25,371 | $3,001,643 | |
| 2 | BX |
Blackstone Inc.
|
25,021 | $2,944,221 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
|
120,550 | $2,478,508 | |
| 4 | AWF |
Alliancebernstein Global High Income Fund Inc
|
91,225 | $939,617 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
34,785 | $656,392 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
17,163 | $517,807 | |
| 7 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
18,665 | $475,770 | |
| 8 | TROW |
Price T Rowe Group Inc
|
3,253 | $369,833 |
All Filings in CION
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,911 | 36,904 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $252,423 | 36,904 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $471,712 | 48,781 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $349,849 | 36,904 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $509,114 | 53,199 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $550,433 | 53,182 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $424,125 | 37,204 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $474,131 | 39,843 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $671,593 | 55,412 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $456,973 | 41,543 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $473,809 | 41,893 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $456,032 | 43,144 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $434,849 | 41,893 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $413,483 | 41,893 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $408,456 | 41,893 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $470,390 | 55,340 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||