Nio Inc. - ADRNIO

13F holders, Q4 2024 (December 31)
430holders −11
44new positions
80sold out
6famous investors
$4.36avg. 13F price*

At the end of Q4 2024, 430 institutions reported holding Nio Inc. - ADR (NIO) in their 13F filings, down 11 from Q3 2024. 44 opened new positions and 80 sold out. The largest holders were UBS Group AG ($192.5M), Morgan Stanley ($106.4M) and Susquehanna International Group, LLP ($48.6M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions44$22.3M
Exits80$93.4M

All 13F filers, Q3 2024 → Q4 2024: 71,231,152 shares bought and 71,282,794 shares sold, net −51,642 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 430 holders

UBS Group AG 0.04% Add +975.0% 44,160,805 $192.5M
Morgan Stanley 0.01% Add +77.7% 24,399,945 $106.4M
Susquehanna International Group, LLP 0.07% Add +181.9% 11,138,259 $48.6M
Renaissance Technologies 0.06% Reduce -27.4% 9,066,106 $39.5M
Legal & General Group Plc 0.01% Reduce -14.8% 6,301,731 $27.5M
Bank of America Corp. 0.00% Reduce -35.0% 6,015,604 $26.2M
Millennium Management 0.02% Reduce -60.2% 5,590,507 $24.4M
Goldman Sachs Group Inc. 0.00% Reduce -45.0% 4,188,836 $18.3M
JPMorgan Chase & Co. 0.00% Add +65.4% 3,986,722 $17.4M
Citadel Advisors 0.01% Add +320.5% 3,411,885 $14.9M
State Street Corp. 0.00% Reduce -1.1% 3,078,149 $13.4M
BNP Paribas Financial Markets 0.01% Reduce -54.1% 2,555,132 $11.1M
Jane Street Group, LLC 0.02% Reduce -37.7% 2,540,550 $11.1M
Invesco Ltd. 0.00% Reduce -28.7% 2,308,723 $10.1M
BlackRock, Inc. 0.00% Reduce -59.2% 2,082,526 $9.1M
IMC-Chicago, LLC 0.22% New 1,862,130 $8.1M
Natixis 0.05% Reduce -23.9% 1,581,532 $6.9M
Marshall Wace, LLP 0.01% Reduce -29.4% 1,408,437 $6.1M
Citigroup Inc. 0.01% Reduce -28.4% 1,367,926 $6.0M
DekaBank Deutsche Girozentrale 0.01% No change 1,301,518 $5.8M
Simplex Trading, LLC 0.15% Add +14.1% 1,241,947 $5.4M
Bank of Montreal 0.00% Add +396.3% 1,217,879 $5.3M
Bridgewater Associates 0.02% Add +28.6% 1,185,674 $5.2M
SG Americas Securities, LLC 0.02% Add +157.7% 1,151,011 $5.0M
Swedbank AB 0.01% Add +0.8% 1,068,110 $4.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -13.8% 1,019,391 $4.4M
Voloridge Investment Management, LLC 0.01% Reduce -72.3% 942,128 $4.1M
SIH Partners, LLLP 0.29% Add +23.1% 933,700 $4.1M
Aviva PLC 0.01% Reduce -0.4% 904,962 $3.9M
Artisan Partners Limited Partnership 0.01% Reduce -19.7% 901,218 $3.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -63.0% 800,614 $3.5M
Walleye Capital LLC 0.04% Reduce -10.7% 761,509 $3.3M
Trexquant Investment LP 0.04% New 758,110 $3.3M
Handelsbanken Fonder AB 0.01% Add +27.7% 726,014 $3.2M
Vontobel Holding Ltd. 0.01% Reduce -1.7% 725,819 $3.2M
Dimensional Fund Advisors LP 0.00% Reduce -38.8% 709,941 $3.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +0.3% 663,727 $3.1M
Krane Funds Advisors LLC 0.12% Add +39.4% 662,100 $2.9M
Russell Investments Group, Ltd. 0.00% Reduce -60.4% 594,012 $2.6M
American Century Companies Inc. 0.00% Add +6.3% 595,533 $2.6M
Deutsche Bank AG 0.00% Reduce -5.8% 545,455 $2.4M
Two Sigma Investments, LP 0.01% No change 540,800 $2.4M
HSBC Holdings PLC 0.00% Reduce -70.1% 528,552 $2.3M
Van Eck Associates Corp. 0.00% Add +7.6% 519,404 $2.3M
Barclays PLC 0.00% Reduce -42.3% 509,985 $2.2M
Sculptor Capital LP 0.05% New 500,000 $2.2M
First Trust Advisors LP 0.00% Reduce -1.4% 489,842 $2.1M
Storebrand Asset Management As 0.01% Reduce -8.9% 472,264 $2.1M
Walleye Trading LLC 0.04% Add +1.9% 439,760 $1.9M
Robeco Institutional Asset Management B.V. 0.00% No change 418,005 $1.8M
D. E. Shaw & Co. 0.00% Reduce -89.8% 417,754 $1.8M
Raymond James Financial Inc. 0.00% — 407,344 $1.8M
Marex Group Ltd 0.03% Add +69.1% 404,423 $1.8M
KBC Group NV 0.00% Add +5.9% 393,094 $1.7M
WMG Financial Advisors, LLC 0.72% Add +37.7% 381,535 $1.7M
XY Capital Ltd 1.72% New 354,077 $1.5M
Northern Trust Corp. 0.00% Reduce -52.0% 347,567 $1.5M
AI-Squared Management Ltd 1.52% New 342,000 $1.5M
SBI Securities Co., Ltd. 0.04% — 311,989 $1.4M
Squarepoint Ops LLC 0.00% Reduce -75.7% 309,059 $1.3M
Arizona PSPRS Trust 0.04% New 305,000 $1.3M
Old Mission Capital LLC 0.03% Reduce -43.8% 293,719 $1.3M
Ameriprise Financial Inc. 0.00% Reduce -57.1% 290,014 $1.3M
LPL Financial LLC 0.00% Reduce -16.5% 264,840 $1.2M
Tidal Investments LLC 0.01% Reduce -7.4% 259,392 $1.1M
Aberdeen Group plc 0.00% No change 256,242 $1.1M
Macquarie Group Ltd. 0.00% No change 257,044 $1.1M
Edmond DE Rothschild Holding S.A. 0.02% Reduce -43.4% 233,330 $1.0M
Creative Planning 0.00% Reduce -20.9% 229,942 $1.0M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -4.2% 218,915 $975K
Profund Advisors LLC 0.04% Add +36.3% 220,317 $961K
Wells Fargo & Company 0.00% Reduce -2.7% 218,282 $952K
Wolverine Trading, LLC 0.02% Reduce -33.2% 202,758 $888K
Alliance Wealth Advisors, LLC 0.50% No change 200,000 $872K
Royal Bank of Canada 0.00% Add +6.0% 199,633 $870K
FMR LLC 0.00% Reduce -96.3% 199,137 $868K
Alberta Investment Management Corp 0.01% No change 194,000 $846K
Commonwealth Equity Services, LLC 0.00% Reduce -0.8% 193,763 $845K
Canada Pension Plan Investment Board 0.00% Reduce -93.8% 191,200 $834K
Main Management ETF Advisors, LLC 0.04% Reduce -8.3% 182,272 $795K
Fisher Asset Management 0.00% Reduce -15.0% 168,622 $735K
Boothbay Fund Management, LLC 0.02% New 162,760 $710K
VR Advisory Services Ltd 0.17% No change 150,000 $654K
FNY Investment Advisers, LLC 0.33% Add +352.6% 145,430 $634K
Sei Investments Co. 0.00% Add +9.8% 137,016 $597K
PEAK6 LLC 0.02% — 132,358 $577K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -86.6% 130,726 $570K
Osaic Holdings, Inc. 0.00% Reduce -18.2% 125,836 $549K
Tower Research Capital LLC (TRC) 0.01% Add +112.3% 125,400 $547K
J. Goldman & Co LP 0.02% New 124,000 $541K
AlphaStar Capital Management, LLC 0.06% New 123,270 $537K
Centiva Capital, LP 0.02% Reduce -20.8% 121,621 $530K
Harvest Fund Management Co., Ltd 0.02% Add +26.2% 120,421 $525K
Rathbones Group PLC 0.00% Reduce -0.8% 120,251 $524K
Ethic Inc. 0.01% Add +147.5% 119,432 $521K
Leonteq Securities AG 0.05% Reduce -35.2% 112,346 $490K
MCF Advisors LLC 0.03% Add +4.2% 111,350 $485K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.6% 106,880 $466K
Mariner, LLC 0.00% Reduce -12.4% 106,159 $463K
PFG Investments, LLC 0.03% Add +66.4% 102,644 $448K
Marathon Trading Investment Management LLC 0.07% Add +210.7% 101,821 $444K
Federation des caisses Desjardins du Quebec 0.00% Reduce -2.3% 100,341 $437K
US Bancorp \de 0.00% Add +10.6% 97,406 $425K
Caitong International Asset Management Co., Ltd 0.41% — 96,798 $422K
International Assets Investment Management, LLC 0.04% Add +57.8% 92,690 $422K
Engineers Gate Manager LP 0.01% Add +282.9% 96,706 $422K
180 Wealth Advisors, LLC 0.07% Reduce -6.5% 95,651 $417K
Neuberger Berman Group LLC 0.00% Add +0.1% 95,199 $415K
First National Trust Co 0.02% Add +15.1% 95,178 $415K
GTS Securities LLC 0.02% Reduce -27.6% 94,868 $414K
DNB Asset Management AS 0.00% Add +0.5% 94,084 $410K
Equitable Holdings, Inc. 0.00% Add +72.4% 92,775 $404K
Cetera Investment Advisers 0.00% Reduce -10.5% 90,095 $393K
HighTower Advisors, LLC 0.00% Reduce -0.6% 89,886 $392K
Gallagher Fiduciary Advisors, LLC 0.08% Add +1.1% 89,000 $388K
Advisors Asset Management, Inc. 0.01% Add +8.0% 88,789 $387K
Meridian Wealth Management, LLC 0.02% Reduce -0.8% 88,612 $386K
Verition Fund Management LLC 0.00% Add +419.9% 85,800 $374K
Two Sigma Securities, LLC 0.07% Reduce -67.3% 82,540 $360K
Private Advisor Group, LLC 0.00% Reduce -9.6% 75,973 $331K
SteelPeak Wealth, LLC 0.01% Reduce -0.0% 74,576 $325K
Balyasny Asset Management L.P. 0.00% Reduce -85.5% 73,850 $322K
Mirabella Financial Services LLP 0.03% New 72,100 $314K
Gsa Capital Partners LLP 0.02% Reduce -1.3% 71,123 $310K
Rhumbline Advisers 0.00% Reduce -8.9% 70,091 $306K
Kestra Advisory Services, LLC 0.00% Add +124.3% 69,833 $304K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +15.1% 66,534 $290K
Redwood Wealth Management Group, LLC 0.14% Add +28.3% 66,342 $290K
Axim Planning & Wealth 0.31% Reduce -18.2% 65,751 $287K
Man Group plc 0.00% Reduce -97.8% 64,000 $279K
Sanders Morris Harris LLC 0.04% New 60,200 $270K
Cresset Asset Management, LLC 0.00% Reduce -34.1% 60,085 $262K
Pathstone Holdings, LLC 0.00% Reduce -32.2% 58,526 $255K
Calamos Advisors LLC 0.00% No change 56,190 $245K
Vident Advisory, LLC 0.00% Add +60.6% 53,937 $235K
Vanguard Personalized Indexing Management, LLC 0.00% Add +5.9% 52,809 $230K
Oppenheimer & Co. Inc. 0.00% Reduce -33.0% 52,332 $228K
Cantor Fitzgerald, L. P. 0.01% Add +280.9% 49,863 $217K
Atria Wealth Solutions, Inc. 0.00% Reduce -16.7% 49,272 $215K
J. Safra Sarasin Holding AG 0.00% Add +187.2% 49,094 $214K
Rockefeller Capital Management L.P. 0.00% Reduce -30.2% 48,479 $211K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 45,610 $204K
Green Alpha Advisors, LLC 0.16% Reduce -36.9% 46,295 $202K
Sanctuary Advisors, LLC 0.00% Reduce -47.0% 43,897 $195K
Integrated Wealth Concepts LLC 0.00% Reduce -11.7% 44,329 $193K
O'shaughnessy Asset Management, LLC 0.00% Add +28.9% 41,104 $179K
Tempus Wealth Planning, LLC 0.05% New 39,767 $173K
Crossmark Global Holdings, Inc. 0.00% Add +0.1% 39,417 $172K
Guggenheim Capital LLC 0.00% Add +19.7% 38,888 $170K
Credit Agricole S A 0.00% Add +414.5% 38,770 $169K
Insigneo Advisory Services, LLC 0.02% Add +0.4% 38,620 $168K
Signaturefd, LLC 0.00% Reduce -22.6% 37,619 $164K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -10.8% 36,300 $158K
Capital Markets Trading UK LLP 0.09% Reduce -88.3% 36,303 $158K
Rafferty Asset Management, LLC 0.00% Reduce -52.2% 36,081 $157K
Quadrant Capital Group LLC 0.01% Reduce -3.7% 34,414 $150K
Aerodigm Wealth, LLC 0.09% New 34,225 $149K
Corient Private Wealth LP 0.00% Add +86.2% 33,689 $147K
Avantax Advisory Services, Inc. 0.00% Add +23.6% 32,637 $142K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -39.5% 32,208 $142K
Fortress Private Ledger, LLC 0.08% — 31,877 $139K
Ballentine Partners, LLC 0.00% Add +31.2% 31,508 $137K
JTC Employer Solutions Trustee Ltd 0.01% No change 31,051 $136K
Prospera Financial Services Inc 0.00% Reduce -15.7% 31,044 $135K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +58.1% 30,966 $135K
Truist Financial Corp. 0.00% Add +0.4% 30,172 $132K
Viewpoint Capital Management LLC 0.07% New 30,000 $131K
Lido Advisors, LLC 0.00% Reduce -17.4% 29,408 $128K
Sequoia Financial Advisors, LLC 0.00% Reduce -2.6% 27,706 $121K
Cigna Investments Inc. 0.02% No change 27,498 $120K
Azzad Asset Management Inc. 0.02% Reduce -35.9% 27,412 $120K
LaSalle St. Investment Advisors, LLC 0.04% New 27,430 $119K
CMT Capital Markets Trading GmbH 0.07% Reduce -69.7% 27,000 $118K
Compound Planning, Inc. 0.01% Add +39.1% 26,881 $117K
Cwm, LLC 0.00% Add +7.9% 25,591 $112K
Regions Financial Corp. 0.00% No change 25,340 $110K
Capital Advisors Inc. 0.00% New 25,300 $110K
Firethorn Wealth Partners, LLC 0.05% New 25,000 $109K
Mgo One Seven LLC 0.00% Add +3.0% 24,621 $107K
Scotia Capital Inc. 0.00% Reduce -3.5% 24,184 $105K
PNC Financial Services Group, Inc. 0.00% Add +9.3% 24,144 $105K
Panagora Asset Management Inc. 0.00% No change 24,129 $105K
Compagnie Lombard Odier SCmA 0.00% Add +57.0% 24,104 $105K
National Bank of Canada 0.00% Reduce -47.1% 24,056 $105K
Ausdal Financial Partners, Inc. 0.01% Add +0.3% 23,640 $103K
Choreo, LLC 0.00% Reduce -3.8% 23,385 $102K
IPG Investment Advisors LLC 0.02% Reduce -33.4% 22,934 $100K
Vienna Asset Management LLC 0.07% New 22,900 $100K
PDS Planning, Inc 0.01% Add +13.0% 22,786 $99K
LJI Wealth Management, LLC 0.02% No change 22,250 $97K
TD Waterhouse Canada Inc. 0.00% Add +17.0% 21,653 $94K
Spire Wealth Management 0.00% Add +348.1% 21,499 $94K
Laird Norton Wetherby Trust Company, LLC 0.01% New 21,274 $93K
Orion Porfolio Solutions, LLC 0.00% New 21,231 $93K
Orion Portfolio Solutions, LLC 0.00% New 21,231 $93K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -55.0% 20,741 $90K
BSW Wealth Partners 0.01% Add +21.4% 20,423 $89K
Paces Ferry Wealth Advisors, LLC 0.04% No change 20,155 $88K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -43.0% 19,917 $87K
Caprock Group, LLC 0.00% Add +37.1% 19,742 $86K
First Affirmative Financial Network 0.05% Add +8.5% 19,242 $84K
West Family Investments, Inc. 0.03% Reduce -7.3% 19,186 $84K
Greenwich Wealth Management LLC 0.01% Reduce -37.9% 19,087 $83K
Stablepoint Partners, LLC 0.02% Reduce -15.3% 18,982 $83K
Independent Financial Group, LLC 0.00% Add +19.0% 18,791 $82K
DGS Capital Management, LLC 0.02% New 18,570 $81K
Kingswood Wealth Advisors, LLC 0.01% New 18,155 $79K
Cerity Partners LLC 0.00% Reduce -72.5% 13,765 $78K
Onyx Bridge Wealth Group LLC 0.01% Reduce -0.3% 17,556 $77K
Ensign Peak Advisors, Inc 0.00% Reduce -89.0% 17,371 $76K
Tradition Wealth Management, LLC 0.01% No change 16,811 $73K
OneDigital Investment Advisors LLC 0.00% Reduce -1.5% 16,514 $72K
DeepCurrents Investment Group LLC 0.16% No change 16,503 $72K
Franklin Resources Inc. 0.00% Add +20.4% 16,486 $72K
First Heartland Consultants, Inc. 0.01% Reduce -2.6% 16,418 $72K
Cibc World Market Inc. 0.00% Reduce -11.4% 16,081 $70K
Generali Investments CEE, investicni spolecnost, a.s. 0.01% — 15,400 $67K
Masso Torrence Wealth Management Inc. 0.04% No change 15,398 $67K
MML Investors Services, LLC 0.00% Reduce -20.7% 15,154 $66K
Steward Partners Investment Advisory, LLC 0.00% Reduce -27.6% 15,093 $66K
Union Bancaire Privee, UBP SA 0.00% — 15,000 $66K
Mercer Global Advisors Inc. 0.00% Add +14.5% 15,050 $66K
Schechter Investment Advisors, LLC 0.01% Reduce -1.3% 15,036 $66K
Shufro Rose & Co. LLC 0.01% New 15,000 $65K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +17.3% 14,950 $65K
Thrivent Financial for Lutherans 0.00% No change 14,820 $65K
Garden State Investment Advisory Services LLC 0.02% Reduce -73.4% 14,900 $65K
Perigon Wealth Management, LLC 0.00% Add +24.1% 14,769 $61K
Parallel Advisors, LLC 0.00% Reduce -7.4% 13,859 $60K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.03% No change 13,840 $60K
Telos Capital Management, Inc. 0.01% New 13,548 $59K
Wedbush Securities Inc. 0.00% Reduce -32.0% 13,608 $59K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Add +25.3% 13,440 $59K
Harbour Investments, Inc. 0.00% Reduce -4.3% 13,255 $58K
IHT Wealth Management, LLC 0.00% New 13,089 $57K
Gainplan LLC 0.02% Reduce -0.3% 13,018 $57K
Sivia Capital Partners, LLC 0.03% Reduce -6.2% 12,863 $56K
49 Wealth Management, LLC 0.01% Add +1.8% 12,683 $55K
Abc Arbitrage SA 0.01% — 12,664 $55K
Bank of Nova Scotia 0.00% Reduce -20.1% 12,581 $55K
Stifel Financial Corp. 0.00% Reduce -47.3% 12,496 $54K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -15.4% 12,363 $54K
Stratos Wealth Partners, LTD. 0.00% Reduce -4.8% 12,328 $54K
U.S. Capital Wealth Advisors, LLC 0.00% New 12,088 $53K
Newman Dignan & Sheerar, Inc. 0.01% Add +18.8% 12,023 $52K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -12.0% 12,059 $52K
Valeo Financial Advisors, LLC 0.00% Reduce -21.4% 11,924 $52K
Prosperity Financial Group, Inc. 0.03% New 11,700 $51K
Bard Financial Services, Inc. 0.01% No change 11,500 $50K
Gladstone Institutional Advisory LLC 0.00% Reduce -12.6% 11,431 $50K
Apollon Wealth Management, LLC 0.00% Reduce -4.8% 11,176 $49K
PSI Advisors, LLC 0.01% No change 11,078 $48K
Hancock Prospecting Pty Ltd 0.00% — 10,972 $48K
Traynor Capital Management, Inc. 0.00% Reduce -10.7% 10,904 $48K
B. Riley Wealth Advisors, Inc. 0.00% Reduce -13.5% 10,703 $47K
Freedom Investment Management, Inc. 0.00% Reduce -0.9% 10,341 $45K
Obsidian Cio, LLC 0.01% Reduce -0.9% 10,259 $45K
Trilogy Capital Inc. 0.00% New 10,256 $45K
Callan Family Office, LLC 0.00% New 10,069 $44K
Sava Infond d.o.o. 0.01% — 10,000 $44K
Glen Eagle Advisors, LLC 0.01% No change 10,000 $44K
Bright Futures Wealth Management, LLC. 0.04% Reduce -57.2% 10,047 $42K
Jones Financial Companies LLLP 0.00% Add +131.8% 7,619 $33K
Avior Wealth Management, LLC 0.00% Reduce -50.4% 7,233 $32K
NFSG Corp 0.01% Add +3.8% 7,161 $31K
Ridgewood Investments LLC 0.01% Reduce -3.7% 5,900 $26K
BNP Paribas 0.00% Add +3523.3% 5,435 $24K
Lindbrook Capital, LLC 0.00% Reduce -6.3% 5,362 $23K
Peoples Bank 0.02% No change 5,100 $22K
Evelyn Partners Investment Management (Europe) Ltd 0.01% — 5,000 $22K
Stephens Consulting, LLC 0.01% Add +150.0% 5,000 $22K
Measured Risk Portfolios, Inc. 0.02% — 4,200 $18K
North Star Investment Management Corp. 0.00% No change 4,200 $18K
Vermillion Wealth Management, Inc. 0.01% — 3,642 $16K
Farther Finance Advisors, LLC 0.00% Add +5.4% 3,593 $16K
Global Retirement Partners, LLC 0.00% Add +8.1% 3,321 $14K
Bfsg, LLC 0.00% Reduce -3.5% 3,160 $14K
Allworth Financial LP 0.00% Reduce -50.3% 3,046 $13K
Hemington Wealth Management 0.00% Reduce -6.3% 3,000 $13K
Atlas Capital Advisors Inc. 0.00% New 2,845 $12K
Elequin Capital, LP 0.00% Reduce -21.3% 2,822 $12K
Covestor Ltd 0.01% No change 2,769 $12K
Global X Japan Co., Ltd. 0.00% Reduce -26.5% 2,679 $12K
Nomura Asset Management Co. Ltd. 0.00% No change 2,600 $11K
Blue Trust, Inc. 0.00% Reduce -0.7% 2,588 $11K
FSA Wealth Management LLC 0.00% Add +5.0% 2,100 $9K
Capital Advisors, Ltd. LLC 0.00% No change 2,000 $9K
Plante Moran Financial Advisors, LLC 0.00% No change 2,000 $9K
CoreCap Advisors, LLC 0.00% Add +433.8% 1,815 $8K
AdvisorNet Financial, Inc 0.00% Add +67.8% 1,655 $7K
HHM Wealth Advisors, LLC 0.00% No change 1,615 $7K
NewEdge Advisors, LLC 0.00% Reduce -96.0% 1,455 $6K
Activest Wealth Management 0.00% No change 1,454 $6K
Coppell Advisory Solutions LLC 0.00% No change 1,392 $6K
Hantz Financial Services, Inc. 0.00% Add +0.2% 1,455 $6K
Wolff Wiese Magana LLC 0.00% No change 1,262 $6K
Ameliora Wealth Management Ltd. 0.00% New 1,225 $5K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 1,188 $5K
JFS Wealth Advisors, LLC 0.00% Add +3.6% 1,134 $5K
Concourse Financial Group Securities, Inc. 0.00% Reduce -8.0% 1,145 $5K
Raleigh Capital Management Inc. 0.00% New 1,100 $5K
Principal Securities, Inc. 0.00% Reduce -56.0% 1,033 $5K
American Capital Advisory, LLC 0.00% No change 1,029 $4K
Catherine Avery Investment Management LLC 0.00% — 1,000 $4K
Sachetta, LLC 0.00% Reduce -16.7% 1,000 $4K
Glass Jacobson Investment Advisors llc 0.00% Add +25.0% 1,000 $4K
Trust Co. of Vermont 0.00% Reduce -66.7% 1,000 $4K
Sterling Capital Management LLC 0.00% No change 1,000 $4K
Creative Financial Designs Inc. 0.00% No change 950 $4K
Cornerstone Planning Group LLC 0.00% Add +26.9% 942 $4K
Huntington National Bank 0.00% No change 900 $4K
Aventura Private Wealth, LLC 0.00% — 841 $4K
EverSource Wealth Advisors, LLC 0.00% Reduce -21.4% 834 $4K
IFP Advisors, Inc 0.00% Add +13.8% 822 $4K
Golden State Wealth Management, LLC 0.00% — 793 $3K
Medallion Wealth Advisors, LLC 0.00% — 776 $3K
Geneos Wealth Management Inc. 0.00% Add +11.0% 758 $3K
Rakuten Securities, Inc. 0.00% Add +22.5% 680 $3K
Clark Wealth Partners 0.00% — 650 $3K
Archer Investment Corp 0.00% Add +18.1% 627 $3K
First Horizon Advisors, Inc. 0.00% No change 600 $3K
Cape Investment Advisory, Inc. 0.00% No change 584 $3K
UMB Bank, n.a. 0.00% No change 550 $2K
Sanctuary Wealth Management, L.L.C. 0.00% No change 500 $2K
Optimum Investment Advisors 0.00% No change 500 $2K
City Holding Co. 0.00% No change 500 $2K
GPS Wealth Strategies Group, LLC 0.00% Reduce -80.0% 500 $2K
Larson Financial Group LLC 0.00% Reduce -6.9% 469 $2K
Strengthening Families & Communities, LLC 0.00% Reduce -29.9% 425 $2K
Asset Dedication, LLC 0.00% Reduce -45.1% 458 $2K
Raiffeisen Bank International AG 0.00% — 430 $2K
ORG Partners LLC 0.00% No change 410 $2K
Oliver Lagore Vanvalin Investment Group 0.00% No change 400 $2K
City State Bank 0.00% No change 400 $2K
MAI Capital Management 0.00% Reduce -97.0% 387 $2K
Ancora Advisors LLC 0.00% Reduce -50.1% 374 $2K
Tradewinds Capital Management, LLC 0.00% No change 357 $2K
GeoWealth Management, LLC 0.00% Reduce -46.1% 357 $2K
Brooklyn Investment Group 0.00% New 351 $2K
Synergy Asset Management, LLC 0.00% New 212 $1K
Physician Wealth Advisors, Inc. 0.00% New 321 $1K
Global Wealth Strategies & Associates 0.00% New 302 $1K
Harbor Investment Advisory, LLC 0.00% No change 301 $1K
Aspect Partners, LLC 0.00% No change 300 $1K
Rothschild Investment LLC 0.00% Reduce -40.0% 300 $1K
Sierra Ocean, LLC 0.00% — 278 $1K
Fifth Third Bancorp 0.00% Reduce -99.5% 277 $1K
Future Financial Wealth Managment LLC 0.00% No change 250 $1K
Mechanics Financial Corp 0.00% No change 250 $1K
Princeton Global Asset Management LLC 0.00% No change 250 $1K
CIBC Private Wealth Group LLC 0.00% Reduce -58.1% 252 $1K
Legacy Investment Solutions, LLC 0.00% Add +66.7% 250 $1K
Legacy Wealth Managment, LLC 0.00% Add +66.7% 250 $1K
Heritage Wealth Advisors 0.00% No change 243 $1K
Brown Brothers Harriman & Co. 0.00% No change 237 $1K
Stance Capital LLC 0.00% — 235 $1K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 200 $1K
Centerpoint Advisors, LLC 0.00% No change 306 $1K
Lazard Asset Management LLC 0.00% No change 409 $1K
TrinityBridge Ltd 0.00% No change 224 $1K
Center for Financial Planning, Inc. 0.00% Reduce -36.6% 225 $981
Cedar Mountain Advisors, LLC 0.00% No change 212 $924
Bogart Wealth, LLC 0.00% No change 212 $924
Financial Life Planners 0.00% — 207 $903
Quest 10 Wealth Builders, Inc. 0.00% — 205 $894
Crowley Wealth Management, Inc. 0.00% — 200 $872
Sittner & Nelson, LLC 0.00% No change 200 $872
Main Street Group, LTD 0.00% No change 200 $872
Parkside Financial Bank & Trust 0.00% No change 200 $872
Hollencrest Capital Management 0.00% No change 200 $872
Carolinas Wealth Consulting LLC 0.00% No change 177 $772
Atwood & Palmer Inc. 0.00% No change 175 $763
Transce3nd, LLC 0.00% — 173 $754
Investors Research Corp 0.00% No change 160 $698
Smartleaf Asset Management LLC 0.00% New 158 $692
Eastern Bank 0.00% No change 156 $680
Bell Investment Advisors, Inc 0.00% No change 155 $676
Continuum Advisory, LLC 0.00% No change 137 $597
Darwin Wealth Management, LLC 0.00% No change 135 $588
New England Capital Financial Advisors LLC 0.00% No change 132 $575
Sunbelt Securities, Inc. 0.00% No change 123 $539
Weiss Asset Management LP 0.00% No change 115 $501
Raffa Wealth Management, LLC 0.00% No change 107 $467
Putney Financial Group LLC 0.00% — 100 $436
AllSquare Wealth Management LLC 0.00% No change 100 $436
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 100 $436
New Wave Wealth Advisors LLC 0.00% New 100 $436
Financial Management Professionals, Inc. 0.00% No change 100 $436
Pacific Capital Wealth Advisors, Inc. 0.00% No change 100 $436
DecisionPoint Financial, LLC 0.00% New 100 $436
Cullen/Frost Bankers, Inc. 0.00% New 100 $436
St Germain D J Co. Inc. 0.00% No change 100 $436
LMR Partners LLP 0.00% Reduce -99.9% 100 $436
LRI Investments, LLC 0.00% No change 100 $436
Tortoise Investment Management, LLC 0.00% No change 86 $375
Strategic Investment Solutions, Inc. 0.00% No change 85 $371
Murphy & Mullick Capital Management Corp 0.00% — 76 $331
Vermillion & White Wealth Management Group, LLC 0.00% New 67 $292
Capital A Wealth Management, LLC 0.00% — 66 $288
Pension & Wealth Management Advisors, Inc. 0.00% No change 50 $218
Thompson Investment Management, Inc. 0.00% No change 50 $218
Stonebridge Financial Group, LLC 0.00% — 50 $218
Bartlett & Co. Wealth Management LLC 0.00% No change 50 $218
Tucker Asset Management LLC 0.00% No change 46 $201
Innovative Advisory Group, LLC 0.00% — 40 $174
Copia Wealth Management 0.00% — 30 $131
Financial Perspectives, Inc 0.00% No change 29 $126
Abound Wealth Management 0.00% New 28 $123
Pacifica Partners Inc. 0.00% No change 25 $114
Caitlin John, LLC 0.00% No change 25 $109
WR Wealth Planners, LLC 0.00% No change 25 $109
Clearstead Advisors, LLC 0.00% Reduce -95.6% 23 $101
Creekmur Asset Management LLC 0.00% No change 22 $96
SJS Investment Consulting Inc. 0.00% No change 20 $88
Comprehensive Financial Planning, Inc. 0.00% — 15 $65
FLP Wealth Management, LLC 0.00% — 10 $44
Hexagon Capital Partners LLC 0.00% No change 10 $44
Kathleen S. Wright Associates Inc. 0.00% No change 10 $44
CGC Financial Services, LLC 0.00% No change 10 $44
BankPlus Trust Department 0.00% — 10 $44
Bear Mountain Capital, Inc. 0.00% No change 10 $41
Laurel Wealth Advisors LLC 0.00% No change 9 $40
Iron Horse Wealth Management, LLC 0.00% No change 5 $22
Frazier Financial Advisors, LLC 0.00% No change 5 $22
Concord Wealth Partners 0.00% No change 3 $13
Evermay Wealth Management LLC 0.00% Reduce -99.8% 1 $5
Nova Wealth Management, Inc. 0.00% — 1 $3
Bessemer Group Inc. 0.00% No change 22 $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.