Nio Inc. - ADRNIO

13F holders, Q1 2024 (March 31)
481holders
8famous investors
$4.53avg. 13F price*

At the end of Q1 2024, 481 institutions reported holding Nio Inc. - ADR (NIO) in their 13F filings. The largest holders were BlackRock Inc. ($281.9M), Morgan Stanley ($127.0M) and State Street Corp. ($99.1M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Nio Inc. - ADR
CUSIP
62914V106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 481Q1 2024Q2 2024: 474Q2 2024Q3 2024: 441Q3 2024Q4 2024: 430Q4 2024Q1 2025: 414Q1 2025Q2 2025: 384Q2 2025Q3 2025: 409Q3 2025Q4 2025: 437Q4 2025Q1 2026: 434Q1 2026Q2 2026: 423Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions52$39.3M
Exits68$152.8M

Ownership 481 holders

BlackRock Inc. 0.01% Add +0.0% 62,638,045 $281.9M
Morgan Stanley 0.01% Add +55.9% 28,215,881 $127.0M
State Street Corp. 0.00% Add +2.2% 22,026,504 $99.1M
Baillie Gifford & Co. 0.07% Reduce -83.5% 18,904,985 $85.1M
Goldman Sachs Group Inc. 0.01% Add +6.9% 13,906,270 $62.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +0.6% 10,552,319 $47.5M
HSBC Holdings PLC 0.03% Add +26.0% 8,897,053 $40.0M
Jane Street Group, LLC 0.05% Add +20.8% 8,223,033 $37.0M
Legal & General Group Plc 0.01% Add +0.2% 7,866,020 $35.4M
Geode Capital Management, LLC 0.00% Add +4.4% 7,653,290 $34.3M
Bank of America Corp. 0.00% Add +217.4% 6,862,150 $30.9M
BNP Paribas Financial Markets 0.03% Add +2.9% 5,672,782 $25.5M
UBS Group AG 0.01% Reduce -19.1% 4,101,635 $18.5M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +23.4% 2,317,758 $18.4M
Davidson Kempner Capital Management LP 0.36% New 4,000,000 $18.0M
Credit Suisse AG/ 0.02% Reduce -30.3% 3,647,435 $16.5M
Northern Trust Corp. 0.00% Add +4.5% 3,518,929 $15.8M
Deutsche Bank AG 0.01% Reduce -0.2% 3,451,837 $15.5M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -0.3% 3,418,771 $15.4M
Invesco Ltd. 0.00% Add +15.1% 3,291,849 $14.8M
Millennium Management 0.01% Add +19.6% 3,257,174 $14.7M
Canada Pension Plan Investment Board 0.01% Add +119.6% 3,086,888 $13.9M
Swiss National Bank 0.01% Reduce -0.9% 3,080,531 $13.9M
Susquehanna International Group, LLP 0.02% Add +18.1% 2,938,408 $13.2M
IMC-Chicago, LLC 0.44% Add +33.1% 2,840,276 $12.8M
Nuveen Asset Management, LLC 0.00% Add +1.2% 2,684,936 $12.1M
Point72 Asset Management 0.03% Reduce -35.2% 2,445,587 $11.0M
CANADA LIFE ASSURANCE Co 0.02% Add +28.2% 2,431,771 $10.9M
Vanguard Group Inc. 0.00% Reduce -5.6% 2,381,214 $10.7M
Royal London Asset Management Ltd. 0.03% Add +0.9% 2,346,400 $10.6M
JPMorgan Chase & Co. 0.00% Reduce -47.5% 2,263,782 $10.2M
SG Americas Securities, LLC 0.04% Add +82.9% 1,895,544 $8.5M
Squarepoint Ops LLC 0.03% New 1,810,518 $8.1M
AQR Capital Management 0.01% Reduce -0.3% 1,649,251 $7.4M
Barclays PLC 0.00% Reduce -11.3% 1,635,648 $7.4M
GTS Securities LLC 0.20% Add +122.0% 1,620,486 $7.3M
Cubist Systematic Strategies, LLC 0.08% Add +291.2% 1,603,134 $7.2M
AMF Tjanstepension AB 0.05% Add +132.4% 1,562,200 $7.0M
Citadel Advisors 0.01% Reduce -63.9% 1,551,940 $7.0M
Citigroup Inc. 0.01% Add +20.2% 1,477,257 $6.6M
Pictet Asset Management Holding SA 0.01% Reduce -3.1% 1,382,647 $6.2M
Bridgewater Associates 0.03% Reduce -48.0% 1,367,890 $6.2M
DekaBank Deutsche Girozentrale 0.01% Reduce -2.8% 1,300,001 $6.2M
Tudor Investment Corporation 0.08% Add +8860.2% 1,365,897 $6.1M
Vontobel Holding Ltd. 0.05% Add +23.6% 1,310,161 $5.9M
Simplex Trading, LLC 0.17% Add +84.9% 1,273,984 $5.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +3.7% 1,215,168 $5.5M
Krane Funds Advisors LLC 0.22% Reduce -13.1% 1,168,225 $5.3M
Swedbank AB 0.01% Reduce -0.9% 1,187,310 $5.3M
Dimensional Fund Advisors LP 0.00% Reduce -3.2% 1,170,969 $5.3M
Leonteq Securities AG 0.71% Add +145.9% 1,167,355 $5.3M
D. E. Shaw & Co. 0.01% Reduce -31.4% 1,162,812 $5.2M
Bank of New York Mellon Corp 0.00% Reduce -26.3% 1,072,799 $4.8M
E Fund Management (Hong Kong) Co., Ltd. 3.13% Reduce -16.9% 1,063,318 $4.8M
E Fund Management Co., Ltd. 0.30% Reduce -16.9% 1,063,318 $4.8M
Aberdeen Group plc 0.01% Add +9.8% 1,050,059 $4.7M
Walleye Capital LLC 0.06% New 1,044,472 $4.7M
Group One Trading LLC 0.16% Reduce -40.0% 997,540 $4.5M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -27.1% 957,792 $4.3M
Aviva PLC 0.01% Add +3.4% 920,817 $4.1M
HRT Financial LP 0.02% Add +117.8% 805,964 $3.6M
Wolverine Trading, LLC 0.04% Add +17.4% 795,429 $3.6M
Capital Markets Trading UK LLP 2.54% Add +245.6% 777,164 $3.5M
HAP Trading, LLC 1.05% Add +88.1% 755,800 $3.4M
Korea Investment CORP 0.01% Add +0.2% 755,119 $3.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +10.4% 701,076 $3.2M
Robeco Institutional Asset Management B.V. 0.01% Reduce -1.2% 700,066 $3.2M
Ameriprise Financial Inc. 0.00% Add +22.3% 651,212 $2.9M
Artisan Partners Limited Partnership 0.00% Add +9.4% 613,131 $2.8M
Nomura Holdings Inc. 0.02% Add +13.1% 600,994 $2.7M
Walleye Trading LLC 0.04% Reduce -33.0% 593,444 $2.7M
Old Mission Capital LLC 0.06% New 549,519 $2.5M
Natixis 0.01% Reduce -46.8% 545,305 $2.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -2.4% 537,300 $2.4M
Danske Bank A/S 0.01% — 528,900 $2.4M
Storebrand Asset Management As 0.01% Reduce -15.9% 472,924 $2.1M
Public Sector Pension Investment Board 0.01% Reduce -6.7% 451,903 $2.0M
Van Eck Associates Corp. 0.00% Reduce -20.6% 425,984 $1.9M
California State Teachers Retirement System 0.00% Add +12.4% 424,836 $1.9M
CTC LLC 0.03% Reduce -1.4% 422,249 $1.9M
National Pension Service 0.00% Add +2.4% 421,475 $1.9M
Handelsbanken Fonder AB 0.01% No change 420,341 $1.9M
APG Asset Management N.V. 0.00% Reduce -1.3% 435,641 $1.8M
Prudential PLC 0.01% Add +17.5% 400,737 $1.8M
American Century Companies Inc. 0.00% Add +5.7% 400,460 $1.8M
Resona Asset Management Co.,Ltd. 0.01% — 397,319 $1.8M
First Trust Advisors LP 0.00% Add +47.0% 394,154 $1.8M
Insigneo Advisory Services, LLC 0.21% Add +32.0% 386,365 $1.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +127.1% 378,638 $1.7M
Edmond DE Rothschild Holding S.A. 0.03% Add +4.0% 373,580 $1.7M
Bank of Montreal 0.00% Reduce -35.4% 337,609 $1.6M
LPL Financial LLC 0.00% Reduce -1.2% 352,562 $1.6M
National Bank of Canada 0.00% Add +674.3% 301,002 $1.5M
Raymond James Financial Services Advisors, Inc. 0.00% Add +6.6% 334,836 $1.5M
Wells Fargo & Company 0.00% Reduce -3.1% 332,693 $1.5M
Qube Research & Technologies Ltd 0.00% New 332,220 $1.5M
Strategic Planning Group, LLC 0.37% Add +23.8% 329,320 $1.5M
Russell Investments Group, Ltd. 0.00% Add +67.6% 321,987 $1.5M
SIH Partners, LLLP 1.08% Add +207.2% 325,220 $1.5M
Seven Eight Capital, LP 0.14% Reduce -6.5% 303,198 $1.4M
Royal Bank of Canada 0.00% Reduce -15.4% 293,331 $1.3M
Alberta Investment Management Corp 0.01% Reduce -54.4% 289,300 $1.3M
WMG Financial Advisors, LLC 0.68% Add +18.9% 262,245 $1.2M
Fisher Asset Management 0.00% Add +5.6% 258,495 $1.2M
Tidal Investments LLC 0.02% Add +33.2% 254,730 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +1231.1% 253,581 $1.1M
KBC Group NV 0.00% Reduce -15.7% 237,752 $1.1M
Degroof Petercam Asset Management 0.01% Add +6.8% 234,400 $1.1M
Rhumbline Advisers 0.00% Add +13.4% 233,304 $1.0M
Osaic Holdings, Inc. 0.00% Reduce -7.9% 226,777 $1.0M
Capstone Investment Advisors, LLC 0.04% Add +286.5% 225,934 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -0.1% 204,613 $921K
Creative Planning 0.00% Add +11.3% 199,175 $896K
Maxi Investments CY Ltd 0.24% No change 198,950 $895K
Sei Investments Co. 0.00% Reduce -48.2% 188,294 $847K
Two Sigma Securities, LLC 0.04% Add +1214.6% 186,572 $840K
Asset Management One Co., Ltd. 0.00% Reduce -4.9% 184,443 $830K
Rockefeller Capital Management L.P. 0.00% Add +23.1% 184,250 $829K
Skandinaviska Enskilda Banken AB (publ) 0.00% Add +1.3% 177,204 $797K
Profund Advisors LLC 0.03% Reduce -12.4% 173,904 $783K
Banque Cantonale Vaudoise 0.03% Reduce -7.8% 173,613 $781K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.0% 163,576 $736K
Northwestern Mutual Wealth Management Co. 0.00% Add +172.1% 162,681 $732K
Marex Group Ltd 0.02% Add +107.5% 159,021 $716K
Ensign Peak Advisors, Inc 0.00% Reduce -20.4% 158,254 $712K
Harvest Fund Management Co., Ltd 0.06% Reduce -2.7% 150,458 $677K
VR Advisory Services Ltd 0.32% No change 150,000 $675K
Nomura Asset Management Co. Ltd. 0.00% No change 143,000 $644K
Engineers Gate Manager LP 0.02% New 139,699 $629K
E. Ohman J:or Asset Management AB 0.02% No change 135,800 $611K
Quintet Private Bank (Europe) S.A. 0.03% Add +1225.0% 105,998 $568K
Federation des caisses Desjardins du Quebec 0.00% Reduce -1.2% 125,969 $567K
Macquarie Group Ltd. 0.00% Reduce -7.9% 118,318 $532K
CMT Capital Markets Trading GmbH 0.23% New 114,547 $515K
Centiva Capital, LP 0.03% Add +369.1% 110,988 $499K
LaSalle St. Investment Advisors, LLC 0.28% New 109,682 $493K
MCF Advisors LLC 0.04% Reduce -17.0% 106,891 $481K
Cambridge Investment Research Advisors, Inc. 0.00% Add +10.2% 103,528 $466K
Cutler Group LLC / CA 0.23% Add +0.5% 102,538 $461K
Gulf International Bank (UK) Ltd 0.01% No change 99,769 $448K
Los Angeles Capital Management LLC 0.00% New 99,470 $448K
FMR LLC 0.00% Reduce -13.5% 94,894 $427K
PEAK6 Investments LLC 0.02% Reduce -69.5% 94,205 $424K
DNB Asset Management AS 0.00% Add +8.3% 93,584 $421K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.02% Reduce -28.4% 93,400 $420K
180 Wealth Advisors, LLC 0.08% Add +41.6% 92,893 $418K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -1.1% 92,200 $415K
Cetera Investment Advisers 0.00% Add +218.0% 91,704 $413K
HighTower Advisors, LLC 0.00% Reduce -47.2% 93,220 $407K
Mariner, LLC 0.00% Add +83.4% 90,296 $406K
Accuvest Global Advisors 0.17% Reduce -1.2% 88,855 $400K
Rathbones Group PLC 0.00% Add +60.0% 88,813 $400K
IFM Investors Pty Ltd 0.00% No change 88,045 $396K
First National Trust Co 0.02% No change 83,228 $375K
Oppenheimer & Co. Inc. 0.01% Add +2.5% 82,353 $371K
B. Riley Wealth Advisors, Inc. 0.01% Add +29.8% 40,876 $370K
Alliance Wealth Advisors, LLC 0.23% New 80,700 $363K
SteelPeak Wealth, LLC 0.02% Add +1.2% 80,039 $360K
Freemont Management S.A. 0.06% No change 80,000 $360K
Pathstone Holdings, LLC 0.00% Add +1.0% 79,127 $356K
Private Advisor Group, LLC 0.00% Add +2.6% 77,344 $348K
Voya Investment Management LLC 0.00% Reduce -21.8% 75,803 $341K
Garden State Investment Advisory Services LLC 0.12% Reduce -67.9% 72,257 $326K
Vident Advisory, LLC 0.01% Reduce -36.7% 66,608 $300K
Stablepoint Partners, LLC 0.06% Add +34.8% 66,313 $298K
Atria Wealth Solutions, Inc. 0.00% Add +41.1% 65,469 $295K
Kestra Advisory Services, LLC 0.00% Add +25.3% 64,295 $289K
Norges Bank 0.00% Reduce -94.0% 64,212 $289K
Verition Fund Management LLC 0.00% Add +0.0% 64,012 $288K
Cresset Asset Management, LLC 0.00% Add +3.4% 63,797 $287K
Raymond James & Associates 0.00% Reduce -11.2% 62,780 $283K
Green Alpha Advisors, LLC 0.20% Add +1.2% 62,626 $282K
Assenagon Asset Management S.A. 0.00% No change 60,178 $271K
Meitav Investment House Ltd. 0.01% New 60,086 $270K
Tower Research Capital LLC (TRC) 0.01% Add +1243.3% 59,708 $269K
Qtron Investments LLC 0.04% No change 59,017 $266K
Balyasny Asset Management L.P. 0.00% New 58,154 $262K
Fifth Third Bancorp 0.00% No change 56,497 $254K
Calamos Advisors LLC 0.00% No change 56,190 $253K
Equitable Holdings, Inc. 0.00% Reduce -2.7% 54,775 $246K
Redwood Wealth Management Group, LLC 0.26% Add +6.9% 53,632 $241K
Crossmark Global Holdings, Inc. 0.00% Reduce -12.1% 52,416 $236K
Intech Investment Management LLC 0.00% Reduce -4.7% 52,276 $235K
Ethic Inc. 0.01% Reduce -0.1% 51,525 $232K
PFG Investments, LLC 0.01% New 51,448 $232K
Kingswood Wealth Advisors, LLC 0.03% Reduce -33.2% 51,209 $230K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +6.3% 51,172 $230K
US Bancorp \de 0.00% Add +18.8% 51,148 $230K
Yousif Capital Management, LLC 0.00% No change 50,824 $229K
Triatomic Management LP 2.63% Reduce -16.7% 50,000 $225K
Integrated Wealth Concepts LLC 0.00% Reduce -2.4% 49,136 $221K
Rafferty Asset Management, LLC 0.00% Reduce -24.0% 46,840 $211K
Commerzbank Aktiengesellschaft 0.01% Add +58.5% 46,461 $210K
T. Rowe Price Associates Inc. 0.00% No change 46,600 $210K
Guggenheim Capital LLC 0.00% Reduce -14.1% 43,930 $198K
Advisors Asset Management, Inc. 0.00% Add +3.6% 43,776 $197K
AustralianSuper Pty Ltd 0.00% No change 42,166 $196K
Bayesian Capital Management, LP 0.02% New 41,100 $185K
Axim Planning & Wealth 0.15% Add +56.2% 40,285 $181K
Canal Insurance CO 0.05% No change 40,000 $180K
Credit Agricole S A 0.00% Reduce -7.8% 44,582 $178K
Neuberger Berman Group LLC 0.00% Reduce -77.2% 39,604 $178K
Prospera Financial Services Inc 0.00% Reduce -2.6% 36,610 $165K
O'Dell Group, LLC 0.04% Add +45102.5% 36,162 $163K
Daiichi Life Insurance Co., Ltd. 0.00% Reduce -36.8% 34,400 $155K
Portman Square Capital LLP 0.16% Reduce -53.0% 33,762 $152K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +12.3% 33,407 $150K
Signaturefd, LLC 0.00% Add +23.2% 31,730 $143K
Marathon Trading Investment Management LLC 0.06% Add +170.1% 31,521 $142K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -36.4% 31,254 $141K
First Trust Investment Solutions L.P. 0.02% No change 30,000 $135K
Azzad Asset Management Inc. 0.02% Reduce -20.3% 29,434 $132K
MML Investors Services, LLC 0.00% Reduce -12.9% 28,661 $129K
Electron Capital Partners, LLC 0.01% Reduce -99.4% 28,487 $128K
International Assets Investment Management, LLC 0.01% Add +46.1% 26,820 $124K
Cigna Investments Inc. 0.02% No change 27,498 $124K
Cibc World Market Inc. 0.00% Reduce -18.3% 27,503 $124K
Quadrant Capital Group LLC 0.01% Add +24.0% 27,247 $123K
Greenwich Wealth Management LLC 0.01% Add +22.0% 25,712 $116K
Scotia Capital Inc. 0.00% Reduce -4.8% 25,640 $115K
IPG Investment Advisors LLC 0.03% Add +61.2% 25,457 $115K
Regions Financial Corp. 0.00% Add +24.0% 25,340 $114K
Lido Advisors, LLC 0.00% Reduce -0.3% 25,221 $113K
Panagora Asset Management Inc. 0.00% No change 24,972 $112K
Wedbush Securities Inc. 0.00% Reduce -44.9% 24,007 $108K
CIBC Asset Management Inc 0.00% Reduce -1.4% 23,848 $107K
Ballentine Partners, LLC 0.00% New 23,693 $107K
Ausdal Financial Partners, Inc. 0.01% Reduce -3.7% 23,565 $106K
Vanguard Personalized Indexing Management, LLC 0.00% Add +50.3% 23,465 $106K
Choreo, LLC 0.00% Reduce -22.7% 22,942 $103K
Mgo One Seven LLC 0.01% Add +11.9% 22,454 $101K
LJI Wealth Management, LLC 0.03% No change 22,250 $100K
Bank of Nova Scotia 0.00% New 22,217 $100K
TD Waterhouse Canada Inc. 0.00% Add +30.3% 17,646 $98K
Stifel Financial Corp. 0.00% Reduce -5.8% 21,534 $97K
Henry James International Management Inc. 0.03% Reduce -1.4% 21,160 $95K
Cwm, LLC 0.00% Reduce -33.1% 21,028 $95K
Man Group plc 0.00% No change 20,959 $94K
O'shaughnessy Asset Management, LLC 0.00% Add +2.9% 20,929 $94K
Steward Partners Investment Advisory, LLC 0.00% Add +9.3% 20,860 $94K
Independent Financial Group, LLC 0.00% Reduce -12.4% 20,843 $94K
Paces Ferry Wealth Advisors, LLC 0.06% No change 20,155 $91K
PNC Financial Services Group, Inc. 0.00% Reduce -32.7% 19,748 $89K
Truist Financial Corp. 0.00% Reduce -8.5% 19,103 $86K
Stratos Wealth Partners, LTD. 0.00% Reduce -5.1% 19,043 $86K
XR Securities LLC 0.02% New 18,917 $85K
Avantax Advisory Services, Inc. 0.00% Reduce -6.8% 18,625 $84K
Bellecapital International Ltd. 0.02% Reduce -9.5% 18,568 $84K
Onyx Bridge Wealth Group LLC 0.01% Reduce -26.2% 18,353 $82K
American International Group, Inc. 0.00% No change 18,029 $81K
Founders Financial Securities LLC 0.01% Reduce -12.2% 18,000 $81K
Schroder Investment Management Group 0.00% Add +22.5% 17,166 $77K
First Heartland Consultants, Inc. 0.01% Add +6.2% 17,133 $77K
Alliancebernstein L.P. 0.00% Add +34.3% 16,966 $76K
Tradition Wealth Management, LLC 0.01% No change 16,811 $76K
Cerity Partners LLC 0.00% Reduce -60.5% 16,687 $76K
Westwood Holdings Group Inc. 0.00% Add +13.9% 16,649 $75K
Flow Traders U.S. LLC 0.00% New 16,139 $73K
Moneta Group Investment Advisors LLC 0.00% Add +6.8% 15,995 $72K
Gainplan LLC 0.03% Add +27.1% 15,845 $71K
Prudential Financial Inc. 0.00% New 15,774 $71K
Masso Torrence Wealth Management Inc. 0.04% Add +7.6% 15,629 $70K
MAI Capital Management 0.00% New 15,408 $69K
OneDigital Investment Advisors LLC 0.00% Reduce -1.4% 15,394 $69K
QRG Capital Management, Inc. 0.00% Add +0.6% 15,010 $68K
Compass Advisory Group LLC 0.03% New 15,000 $68K
Harbour Investments, Inc. 0.00% New 14,995 $67K
Obsidian Cio, LLC 0.02% Add +24.1% 14,954 $67K
Thrivent Financial for Lutherans 0.00% No change 14,820 $67K
Sequoia Financial Advisors, LLC 0.00% Reduce -39.7% 14,683 $66K
49 Wealth Management, LLC 0.01% New 14,216 $66K
Nissay Asset Management Corp. /Japan 0.00% No change 14,259 $64K
Valeo Financial Advisors, LLC 0.00% Reduce -24.5% 15,383 $64K
Gsa Capital Partners LLP 0.01% New 14,058 $63K
Parallel Advisors, LLC 0.00% Add +60.8% 13,846 $62K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.05% No change 13,840 $62K
X-Square Capital, LLC 0.03% Reduce -79.2% 13,240 $62K
Napatree Capital LLC 0.06% No change 13,125 $62K
West Family Investments, Inc. 0.02% New 13,669 $62K
Telos Capital Management, Inc. 0.01% Add +0.7% 13,648 $61K
Ameritas Advisory Services, LLC 0.00% New 11,437 $61K
Bokf, NA 0.00% Add +0.1% 13,021 $60K
Advisory Services Network, LLC 0.00% Reduce -21.1% 13,329 $60K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +0.1% 13,288 $60K
First Affirmative Financial Network 0.04% Add +26.4% 13,256 $60K
Gladstone Institutional Advisory LLC 0.00% Reduce -2.9% 13,218 $59K
NewEdge Advisors, LLC 0.00% Reduce -54.3% 12,494 $56K
First Trust Direct Indexing L.P. 0.00% Reduce -16.6% 12,075 $54K
Edge Wealth Management LLC 0.01% New 12,000 $54K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -63.7% 12,042 $54K
Envestnet Asset Management Inc. 0.00% Reduce -26.8% 11,933 $54K
Compagnie Lombard Odier SCmA 0.00% No change 11,854 $53K
Shell Asset Management Co. 0.00% Reduce -0.9% 12,644 $53K
IHT Wealth Management, LLC 0.00% Reduce -13.1% 11,657 $52K
Adams Asset Advisors, LLC 0.01% No change 11,554 $52K
Capital Advisors Wealth Management, LLC 0.01% Reduce -0.0% 11,511 $52K
Bard Financial Services, Inc. 0.01% Reduce -25.2% 11,500 $52K
Mercer Global Advisors Inc. 0.00% Reduce -10.1% 11,206 $51K
Perigon Wealth Management, LLC 0.00% New 11,317 $51K
PSI Advisors, LLC 0.02% Add +9.9% 11,078 $50K
Captrust Financial Advisors 0.00% Reduce -30.0% 10,939 $49K
PDS Planning, Inc 0.01% Reduce -15.0% 10,667 $48K
Tidemark, LLC 0.03% No change 10,619 $48K
Corient Private Wealth LP 0.00% Reduce -67.8% 10,555 $47K
Keybank National Association 0.00% No change 10,485 $47K
Sound Income Strategies, LLC 0.00% Add +3333.3% 10,300 $46K
BSW Wealth Partners 0.01% New 10,290 $46K
Calton & Associates, Inc. 0.02% No change 10,110 $45K
Glen Eagle Advisors, LLC 0.01% No change 10,000 $45K
NFSG Corp 0.02% Add +272.3% 9,400 $42K
Acadian Asset Management LLC 0.00% Reduce -36.2% 8,081 $36K
Whittier Trust Co. of Nevada Inc. 0.00% No change 7,450 $34K
Clear Point Advisors Inc. 0.03% No change 7,326 $33K
Lindbrook Capital, LLC 0.00% Add +30.0% 7,179 $32K
Traynor Capital Management, Inc. 0.00% Add +4.9% 6,683 $30K
IFP Advisors, Inc 0.00% Reduce -14.4% 5,799 $26K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 5,534 $25K
Peoples Bank 0.02% No change 5,100 $23K
Principal Securities, Inc. 0.00% Add +4.2% 4,846 $22K
Allworth Financial LP 0.00% Add +50.8% 4,407 $20K
New York State Common Retirement Fund 0.00% No change 4,375 $20K
North Star Investment Management Corp. 0.00% No change 4,200 $19K
JTC Employer Solutions Trustee Ltd 0.00% Add +265.1% 3,651 $17K
Elequin Capital, LP 0.01% New 3,620 $16K
Bfsg, LLC 0.00% Reduce -5.5% 3,450 $16K
Global Retirement Partners, LLC 0.00% Add +34.3% 3,095 $14K
Chilton Capital Management LLC 0.00% New 2,718 $12K
Tyler-Stone Wealth Management 0.01% Add +52.2% 2,624 $12K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -71.4% 2,589 $11K
GPS Wealth Strategies Group, LLC 0.00% Add +400.0% 2,500 $11K
Sachetta, LLC 0.01% No change 1,229 $11K
Plante Moran Financial Advisors, LLC 0.00% No change 2,400 $11K
Global X Japan Co., Ltd. 0.00% Add +40.4% 2,330 $10K
Covestor Ltd 0.01% Reduce -17.4% 2,235 $10K
Concourse Financial Group Securities, Inc. 0.00% Add +122.3% 2,181 $10K
Stephens Consulting, LLC 0.00% No change 2,082 $9K
Burkett Financial Services, LLC 0.00% No change 2,000 $9K
FSA Wealth Management LLC 0.00% Add +566.7% 2,000 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +100.0% 2,000 $9K
Capital Advisors, Ltd. LLC 0.00% No change 2,000 $9K
1832 Asset Management L.P. 0.00% No change 2,000 $9K
AdvisorNet Financial, Inc 0.00% Add +11.3% 1,930 $9K
First Command Advisory Services, Inc. 0.00% No change 1,890 $9K
Farther Finance Advisors, LLC 0.00% Reduce -74.2% 1,811 $8K
Rakuten Securities, Inc. 0.00% Reduce -59.5% 1,706 $8K
Geneos Wealth Management Inc. 0.00% Add +63.5% 1,650 $7K
HHM Wealth Advisors, LLC 0.00% No change 1,615 $7K
First PREMIER Bank 0.00% No change 1,500 $7K
Hantz Financial Services, Inc. 0.00% Reduce -18.6% 1,639 $7K
EverSource Wealth Advisors, LLC 0.00% Add +94.2% 1,468 $7K
Spire Wealth Management 0.00% Reduce -70.0% 1,457 $7K
Activest Wealth Management 0.00% No change 1,454 $7K
UMB Bank, n.a. 0.00% No change 1,362 $6K
Wolff Wiese Magana LLC 0.00% Add +31.2% 1,262 $6K
Spotlight Asset Group, Inc. 0.00% No change 1,200 $5K
Ancora Advisors LLC 0.00% Add +59.5% 1,099 $5K
Register Financial Advisors LLC 0.00% New 1,000 $5K
Trust Co. of Vermont 0.00% No change 1,000 $5K
Creative Financial Designs Inc. 0.00% No change 950 $4K
Avior Wealth Management, LLC 0.00% Add +83.1% 945 $4K
Lanark Financial, Inc. 0.00% No change 930 $4K
Asset Dedication, LLC 0.00% No change 835 $4K
Cape Investment Advisory, Inc. 0.00% Reduce -11.3% 885 $4K
WealthCollab, LLC 0.00% New 870 $4K
Manchester Capital Management LLC 0.00% Reduce -1.1% 852 $4K
BNP Paribas 0.00% — 850 $4K
Cornerstone Planning Group LLC 0.00% No change 642 $4K
SouthState Bank Corp 0.00% Reduce -67.1% 793 $4K
Bogart Wealth, LLC 0.00% Add +6300.0% 768 $3K
Huntington National Bank 0.00% Reduce -71.0% 736 $3K
JFS Wealth Advisors, LLC 0.00% Add +13.7% 724 $3K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 720 $3K
CIBC Private Wealth Group LLC 0.00% New 671 $3K
Gould Capital, LLC 0.00% No change 680 $3K
Clearstead Advisors, LLC 0.00% New 523 $3K
Evermay Wealth Management LLC 0.00% No change 610 $3K
Sanctuary Wealth Management, L.L.C. 0.00% No change 600 $3K
Larson Financial Group LLC 0.00% No change 600 $3K
First Horizon Advisors, Inc. 0.00% No change 600 $3K
Investors Research Corp 0.00% No change 560 $3K
Spectrum Wealth Counsel, LLC 0.00% New 553 $2K
Archer Investment Corp 0.00% Reduce -0.4% 531 $2K
Optimum Investment Advisors 0.00% No change 500 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 500 $2K
City Holding Co. 0.00% No change 500 $2K
Rothschild Investment LLC 0.00% No change 500 $2K
Harbor Investment Advisory, LLC 0.00% No change 491 $2K
Fernwood Investment Management, LLC 0.00% New 481 $2K
ICA Group Wealth Management, LLC 0.00% Reduce -24.0% 475 $2K
CoreCap Advisors, LLC 0.00% New 456 $2K
MeadowBrook Investment Advisors LLC 0.00% No change 451 $2K
Strengthening Families & Communities, LLC 0.00% No change 425 $2K
City State Bank 0.00% No change 400 $2K
Towne Trust Company, N.A 0.00% New 400 $2K
Oliver Lagore Vanvalin Investment Group 0.00% No change 400 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 395 $2K
Johnson Financial Group, Inc. 0.00% No change 385 $2K
Center for Financial Planning, Inc. 0.00% No change 355 $2K
Your Advocates Ltd., LLP 0.00% No change 340 $2K
Main Street Group, LTD 0.00% No change 300 $1K
Aspect Partners, LLC 0.00% No change 300 $1K
FRG Family Wealth Advisors LLC 0.00% New 285 $1K
Retirement Group, LLC 0.00% Add +53.2% 288 $1K
Blue Trust, Inc. 0.00% Reduce -54.6% 252 $1K
Future Financial Wealth Managment LLC 0.00% New 250 $1K
Mechanics Financial Corp 0.00% No change 250 $1K
Princeton Global Asset Management LLC 0.00% No change 250 $1K
Heritage Wealth Advisors 0.00% No change 243 $1K
Cedar Wealth Management, LLC 0.00% No change 240 $1K
Brown Brothers Harriman & Co. 0.00% Reduce -2.5% 237 $1K
Kelly Financial Services LLC 0.00% No change 233 $1K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 200 $1K
Centerpoint Advisors, LLC 0.00% No change 206 $1K
TrinityBridge Ltd 0.00% No change 224 $1K
Cedar Mountain Advisors, LLC 0.00% No change 212 $954
Sittner & Nelson, LLC 0.00% New 200 $900
Voisard Asset Management Group, Inc. 0.00% No change 200 $900
Parkside Financial Bank & Trust 0.00% No change 200 $900
Hollencrest Capital Management 0.00% Reduce -55.6% 200 $900
Carolinas Wealth Consulting LLC 0.00% Reduce -83.9% 177 $796
Atwood & Palmer Inc. 0.00% No change 175 $788
Continuum Advisory, LLC 0.00% New 137 $730
Cambridge Trust Co. 0.00% No change 156 $702
Scarborough Advisors, LLC 0.00% Add +16.3% 143 $644
Carmichael Hill & Associates, Inc. 0.00% Reduce -50.0% 125 $563
Planning Capital Management Corp 0.00% No change 113 $509
Naples Money Management LLC 0.00% No change 100 $450
AllSquare Wealth Management LLC 0.00% Reduce -32.4% 100 $450
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 100 $450
Providence Capital Advisors, LLC 0.00% No change 100 $450
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -16.7% 100 $450
LRI Investments, LLC 0.00% — 100 $450
CENTRAL TRUST Co 0.00% No change 100 $450
Jones Financial Companies LLLP 0.00% New 100 $450
St Germain D J Co. Inc. 0.00% No change 100 $450
GHP Investment Advisors, Inc. 0.00% No change 100 $450
Sandy Spring Bank 0.00% No change 100 $450
RFP Financial Group LLC 0.00% No change 90 $405
Tortoise Investment Management, LLC 0.00% No change 86 $387
Game Plan Financial Advisors, LLC 0.00% No change 84 $378
Tradewinds Capital Management, LLC 0.00% No change 82 $369
McIlrath & Eck, LLC 0.00% Reduce -79.7% 78 $351
American Capital Advisory, LLC 0.00% No change 29 $305
Vermillion & White Wealth Management Group, LLC 0.00% No change 67 $302
Bartlett & Co. Wealth Management LLC 0.00% Add +30.0% 65 $293
Vima LLC 0.00% No change 25 $263
ORG Partners LLC 0.00% New 50 $232
Pension & Wealth Management Advisors, Inc. 0.00% No change 50 $225
Thompson Investment Management, Inc. 0.00% No change 50 $225
Gradient Investments LLC 0.00% Reduce -90.9% 50 $225
Sunbelt Securities, Inc. 0.00% Reduce -69.9% 50 $225
Tucker Asset Management LLC 0.00% No change 46 $207
CNB Bank 0.00% Reduce -92.6% 40 $180
Abound Wealth Management 0.00% No change 31 $140
Financial Perspectives, Inc 0.00% Reduce -97.5% 30 $135
Pacifica Partners Inc. 0.00% No change 25 $122
Financial Synergies Wealth Advisors, Inc. 0.00% No change 27 $122
Raffa Wealth Management, LLC 0.00% No change 26 $117
WR Wealth Planners, LLC 0.00% New 25 $113
SJS Investment Consulting Inc. 0.00% Reduce -90.9% 20 $90
Abich Financial Wealth Management LLC 0.00% New 15 $68
Institutional & Family Asset Management, LLC 0.00% No change 15 $68
Bell Investment Advisors, Inc 0.00% No change 15 $68
Colonial Trust Advisors 0.00% No change 10 $45
Hexagon Capital Partners LLC 0.00% No change 10 $45
CGC Financial Services, LLC 0.00% No change 10 $45
Laurel Wealth Advisors LLC 0.00% No change 9 $41
Bear Mountain Capital, Inc. 0.00% No change 10 $39
Toronto Dominion Bank 0.00% New 8 $36
New England Capital Financial Advisors LLC 0.00% New 6 $26
Balefire, LLC 0.00% Reduce -99.4% 5 $23
Iron Horse Wealth Management, LLC 0.00% No change 5 $23
Frazier Financial Advisors, LLC 0.00% New 5 $23
Assetmark, Inc. 0.00% New 4 $18
Breakwater Investment Management 0.00% — 4 $18
Concord Wealth Partners 0.00% Reduce -93.8% 3 $14
Bessemer Group Inc. 0.00% No change 22 $0
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -50.0% 50 $0
Financial Management Professionals, Inc. 0.00% Reduce -73.4% 100 $0
Roble, Belko & Company, Inc 0.00% No change 5 $0
Coston, McIsaac & Partners 0.00% No change 115 $0

"% of holder's portfolio" is NIO's weight in each manager's 13F, not the share of Nio Inc. - ADR the manager owns.