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OSAIC HOLDINGS, INC.

Position in CION — CION Investment Corp

CIK 1677044 SCOTTSDALE, AZ

Position in CION

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$1,711,812
-$177,811 QoQ
Shares Held
250,265
+28.1% QoQ
Ownership
0.503%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026

OSAIC HOLDINGS, INC. holds $1,007,826,146 across 459 Asset Management names. CION ranks #125 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CION

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18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,711,812 250,265
2025-12-31 $1,889,623 195,411
2025-09-30 $2,237,346 236,007
2025-06-30 $2,481,452 259,295
2025-03-31 $2,483,078 239,911
2024-12-31 $2,641,334 231,696
2024-09-30 $2,470,022 207,565
2024-06-30 $2,998,328 247,387
2024-03-31 $4,261,906 387,446
2023-12-31 $4,612,078 407,788
2023-09-30 $5,633,458 532,967
2023-06-30 $5,771,671 556,038
2023-03-31 $5,366,393 543,708
2022-12-31 $5,389,941 552,815
2022-09-30 $4,937,367 580,867
2022-06-30 $3,520,129 404,613
2022-03-31 $336,416 22,731
2021-12-31 $2,280,019 174,447