Nio Inc. - ADRNIO

13F holders, Q1 2025 (March 31)
414holders −16
49new positions
63sold out
7famous investors
$3.81avg. 13F price*

At the end of Q1 2025, 414 institutions reported holding Nio Inc. - ADR (NIO) in their 13F filings, down 16 from Q4 2024. 49 opened new positions and 63 sold out. The largest holders were UBS Group AG ($285.6M), Morgan Stanley ($79.4M) and Bank of America Corp. ($48.0M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions49$13.3M
Exits63$23.3M

All 13F filers, Q4 2024 → Q1 2025: 73,441,075 shares bought and 28,525,358 shares sold, net +44,915,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 414 holders

UBS Group AG 0.06% Add +69.7% 74,955,469 $285.6M
Morgan Stanley 0.01% Reduce -14.6% 20,847,481 $79.4M
Bank of America Corp. 0.00% Add +109.5% 12,604,163 $48.0M
Susquehanna International Group, LLP 0.07% Reduce -4.0% 10,694,705 $40.7M
D. E. Shaw & Co. 0.04% Add +1960.1% 8,606,248 $32.8M
Citigroup Inc. 0.02% Add +434.1% 7,306,143 $27.8M
Renaissance Technologies 0.04% Reduce -22.4% 7,031,940 $26.8M
Millennium Management 0.03% Add +22.1% 6,828,732 $26.0M
Legal & General Group Plc 0.01% Add +0.1% 6,311,057 $24.0M
Marshall Wace, LLP 0.03% Add +313.6% 5,825,912 $22.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +3966.7% 5,316,291 $20.3M
BlackRock, Inc. 0.00% Add +64.9% 3,434,584 $13.1M
State Street Corp. 0.00% Add +2.0% 3,141,371 $12.0M
Jane Street Group, LLC 0.02% Reduce -7.8% 2,342,533 $8.9M
Citadel Advisors 0.01% Reduce -33.5% 2,268,379 $8.6M
Invesco Ltd. 0.00% Reduce -3.3% 2,231,690 $8.5M
SG Americas Securities, LLC 0.03% Add +83.3% 2,109,761 $8.0M
BNP Paribas Financial Markets 0.01% Reduce -28.7% 1,822,941 $6.9M
Goldman Sachs Group Inc. 0.00% Reduce -57.1% 1,795,830 $6.8M
Bridgewater Associates 0.03% Add +47.5% 1,749,081 $6.7M
IMC-Chicago, LLC 0.23% Reduce -17.4% 1,538,721 $5.9M
DekaBank Deutsche Girozentrale 0.01% Reduce -0.1% 1,300,001 $4.8M
Capital Markets Trading UK LLP 5.02% Add +3081.7% 1,155,049 $4.4M
HSBC Holdings PLC 0.00% Add +96.6% 1,039,162 $4.0M
Ossiam 0.05% New 1,000,000 $3.8M
Swedbank AB 0.01% Reduce -8.0% 982,610 $3.7M
Verition Fund Management LLC 0.02% Add +999.0% 942,948 $3.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -9.2% 926,138 $3.5M
Artisan Partners Limited Partnership 0.01% Reduce -0.3% 898,950 $3.4M
Aviva PLC 0.01% Reduce -2.4% 883,496 $3.4M
CANADA LIFE ASSURANCE Co 0.01% Add +0.9% 807,500 $3.1M
GWN Securities Inc. 0.17% New 736,385 $3.0M
Handelsbanken Fonder AB 0.01% No change 726,014 $2.8M
American Century Companies Inc. 0.00% Add +18.0% 702,772 $2.7M
Dimensional Fund Advisors LP 0.00% Reduce -4.0% 681,856 $2.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -5.8% 624,879 $2.4M
Russell Investments Group, Ltd. 0.00% Add +0.2% 595,027 $2.3M
CMT Capital Markets Trading GmbH 0.86% Add +1929.7% 548,007 $2.1M
Two Sigma Investments, LP 0.00% No change 540,800 $2.1M
Van Eck Associates Corp. 0.00% Add +1.6% 527,800 $2.0M
Storebrand Asset Management As 0.01% Add +9.0% 514,757 $2.0M
Marathon Asset Management LP 2.05% New 500,000 $1.9M
Vontobel Holding Ltd. 0.01% Reduce -33.0% 486,021 $1.9M
Parallax Volatility Advisers, L.P. 0.07% New 449,098 $1.7M
Squarepoint Ops LLC 0.00% Add +41.1% 436,005 $1.7M
Barclays PLC 0.00% Reduce -20.6% 404,852 $1.5M
WMG Financial Advisors, LLC 0.65% Add +5.6% 402,796 $1.5M
Robeco Institutional Asset Management B.V. 0.00% Reduce -4.4% 399,566 $1.5M
KBC Group NV 0.00% No change 393,094 $1.5M
Deutsche Bank AG 0.00% Reduce -31.9% 371,348 $1.4M
Raymond James Financial Inc. 0.00% Reduce -12.3% 357,129 $1.4M
Wolverine Trading, LLC 0.04% Add +66.1% 336,817 $1.3M
SIH Partners, LLLP 0.11% Reduce -66.3% 314,830 $1.2M
Northern Trust Corp. 0.00% Reduce -10.1% 312,521 $1.2M
LPL Financial LLC 0.00% Add +14.3% 302,840 $1.2M
Fisher Asset Management 0.00% Add +75.3% 295,589 $1.1M
SBI Securities Co., Ltd. 0.04% Reduce -7.5% 288,709 $1.1M
Tidal Investments LLC 0.01% Add +9.8% 284,707 $1.1M
Marex Group Ltd 0.02% Reduce -31.2% 278,190 $1.1M
Walleye Trading LLC 0.03% Reduce -39.4% 266,575 $1.0M
Boothbay Fund Management, LLC 0.03% Add +54.2% 251,036 $956K
Macquarie Group Ltd. 0.00% Reduce -5.2% 243,604 $928K
Bank of Montreal 0.00% Reduce -80.1% 242,685 $925K
Profund Advisors LLC 0.04% Add +8.9% 239,956 $914K
Edmond DE Rothschild Holding S.A. 0.02% No change 233,330 $889K
Creative Planning 0.00% Add +1.1% 232,419 $886K
Main Management ETF Advisors, LLC 0.04% Add +19.9% 218,445 $832K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -1.4% 215,848 $809K
Commonwealth Equity Services, LLC 0.00% Add +6.3% 205,944 $785K
LMR Partners LLP 0.02% Add +200000.0% 200,100 $762K
Alliance Wealth Advisors, LLC 0.45% No change 200,000 $762K
Alberta Investment Management Corp 0.01% No change 194,000 $739K
Rathbones Group PLC 0.00% Add +58.2% 190,251 $725K
JPMorgan Chase & Co. 0.00% Reduce -95.3% 187,562 $715K
Trexquant Investment LP 0.01% Reduce -76.6% 177,566 $677K
FNY Investment Advisers, LLC 0.35% Add +2.7% 149,300 $568K
Trilogy Capital Inc. 0.03% Add +1307.5% 144,356 $550K
Wells Fargo & Company 0.00% Reduce -35.9% 140,016 $533K
Sei Investments Co. 0.00% No change 137,016 $522K
Federation des caisses Desjardins du Quebec 0.00% Add +27.8% 128,246 $489K
Engineers Gate Manager LP 0.01% Add +32.2% 127,830 $487K
Caitong International Asset Management Co., Ltd 0.36% Add +31.0% 126,840 $483K
Advisors Asset Management, Inc. 0.01% Add +39.1% 123,467 $470K
Mariner, LLC 0.00% Add +14.5% 121,540 $463K
Ameriprise Financial Inc. 0.00% Reduce -58.4% 120,527 $459K
XY Capital Ltd 0.28% Reduce -68.1% 112,910 $430K
MCF Advisors LLC 0.03% Reduce -3.8% 107,139 $408K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.5% 105,249 $401K
PFG Investments, LLC 0.03% Reduce -0.1% 102,594 $391K
Royal Bank of Canada 0.00% Reduce -50.1% 99,618 $380K
Osaic Holdings, Inc. 0.00% Reduce -22.5% 97,555 $372K
Jain Global LLC 0.01% New 96,200 $367K
First National Trust Co 0.01% No change 95,178 $363K
Pathstone Holdings, LLC 0.00% Add +63.8% 95,844 $362K
Neuberger Berman Group LLC 0.00% Reduce -0.3% 94,919 $362K
180 Wealth Advisors, LLC 0.06% Reduce -1.9% 93,843 $358K
DNB Asset Management AS 0.00% Reduce -1.2% 92,984 $354K
International Assets Investment Management, LLC 0.03% Reduce -1.3% 91,480 $349K
Cetera Investment Advisers 0.00% Reduce -0.7% 89,489 $341K
HighTower Advisors, LLC 0.00% Reduce -1.1% 88,885 $339K
Meridian Wealth Management, LLC 0.02% Add +0.3% 88,862 $339K
Equitable Holdings, Inc. 0.00% Reduce -5.5% 87,649 $334K
Accuvest Global Advisors 0.28% New 86,939 $331K
Cobblestone Asset Management LLC 0.19% New 83,850 $319K
Ping Capital Management, Inc. 0.20% New 80,000 $305K
Walleye Capital LLC 0.00% Reduce -89.5% 79,806 $304K
Private Advisor Group, LLC 0.00% Add +4.6% 79,500 $303K
SteelPeak Wealth, LLC 0.01% Add +0.1% 74,662 $284K
IHT Wealth Management, LLC 0.01% Add +434.4% 69,949 $267K
Centiva Capital, LP 0.01% Reduce -44.4% 67,613 $258K
Marathon Trading Investment Management LLC 0.14% Reduce -34.5% 66,721 $254K
Redwood Wealth Management Group, LLC 0.13% Reduce -0.5% 65,991 $251K
Baader Bank Aktiengesellschaft 0.02% New 76,879 $237K
Sanders Morris Harris LLC 0.04% No change 60,200 $229K
Axim Planning & Wealth 0.19% Reduce -13.4% 56,966 $217K
Calamos Advisors LLC 0.00% No change 56,190 $214K
Rhumbline Advisers 0.00% Reduce -21.8% 54,814 $209K
Sanctuary Advisors, LLC 0.00% Add +24.7% 54,753 $209K
HAP Trading, LLC 0.07% New 53,117 $202K
Oppenheimer & Co. Inc. 0.00% Add +0.2% 52,432 $200K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -1.0% 52,258 $199K
Mirabella Financial Services LLP 0.01% Reduce -29.9% 50,535 $193K
Rafferty Asset Management, LLC 0.00% Add +38.9% 50,109 $191K
Atria Wealth Solutions, Inc. 0.00% Reduce -0.7% 48,922 $186K
Vident Advisory, LLC 0.00% Reduce -10.6% 48,208 $184K
Man Group plc 0.00% Reduce -25.2% 47,900 $182K
Kestra Advisory Services, LLC 0.00% Reduce -31.4% 47,872 $182K
O'shaughnessy Asset Management, LLC 0.00% Add +14.1% 46,889 $179K
Voloridge Investment Management, LLC 0.00% Reduce -95.3% 44,677 $170K
First Trust Advisors LP 0.00% Reduce -91.1% 43,779 $167K
Cresset Asset Management, LLC 0.00% Reduce -27.5% 43,541 $166K
Ethic Inc. 0.00% Reduce -64.3% 42,666 $165K
Tempus Wealth Planning, LLC 0.05% Add +7.4% 42,710 $163K
Brevan Howard Capital Management LP 0.00% New 42,200 $161K
Credit Agricole S A 0.00% Add +5.0% 40,697 $155K
IPG Investment Advisors LLC 0.04% Add +77.1% 40,609 $155K
Crossmark Global Holdings, Inc. 0.00% Add +1.6% 40,066 $153K
Truist Financial Corp. 0.00% Add +32.5% 39,985 $152K
US Bancorp \de 0.00% Reduce -59.3% 39,686 $151K
Azzad Asset Management Inc. 0.02% Add +44.1% 39,492 $150K
Avantax Advisory Services, Inc. 0.00% Add +16.3% 37,943 $145K
Insigneo Advisory Services, LLC 0.01% Reduce -3.3% 37,345 $142K
Quintet Private Bank (Europe) S.A. 0.01% No change 36,300 $138K
Aerodigm Wealth, LLC 0.07% No change 34,225 $130K
Ausdal Financial Partners, Inc. 0.01% Add +44.0% 34,040 $130K
Compound Planning, Inc. 0.01% Add +25.5% 33,746 $129K
Fortress Private Ledger, LLC 0.07% Add +0.2% 31,927 $122K
Guggenheim Capital LLC 0.00% Reduce -18.1% 31,846 $121K
RWC Asset Management LLP 0.01% New 31,830 $121K
Ballentine Partners, LLC 0.00% Add +0.6% 31,697 $121K
Valeo Financial Advisors, LLC 0.00% Add +163.9% 31,464 $120K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +51.5% 31,423 $120K
JTC Employer Solutions Trustee Ltd 0.01% No change 31,051 $118K
Prospera Financial Services Inc 0.00% Reduce -0.5% 30,894 $118K
Cantor Fitzgerald, L. P. 0.00% Reduce -39.5% 30,192 $115K
Viewpoint Capital Management LLC 0.06% No change 30,000 $114K
Lido Advisors, LLC 0.00% Add +0.8% 29,644 $113K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -4.5% 29,587 $113K
Signaturefd, LLC 0.00% Reduce -25.7% 27,935 $106K
Cigna Investments Inc. 0.02% No change 27,498 $105K
Quadrant Capital Group LLC 0.00% Reduce -20.3% 27,434 $105K
Simplex Trading, LLC 0.00% Reduce -97.8% 26,830 $102K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +121.2% 26,673 $101K
Sequoia Financial Advisors, LLC 0.00% Reduce -7.1% 25,734 $98K
Regions Financial Corp. 0.00% No change 25,340 $97K
Integrated Wealth Concepts LLC 0.00% Reduce -43.6% 24,992 $95K
National Bank of Canada 0.00% Add +2.2% 24,580 $93K
Panagora Asset Management Inc. 0.00% No change 24,129 $92K
Prosperity Financial Group, Inc. 0.05% Add +104.3% 23,900 $91K
Choreo, LLC 0.00% Add +1.8% 23,803 $91K
OVERSEA-CHINESE BANKING Corp Ltd 0.00% Reduce -51.0% 22,357 $89K
Corient Private Wealth LP 0.00% Reduce -31.5% 23,076 $88K
Vienna Asset Management LLC 0.07% No change 22,900 $87K
LJI Wealth Management, LLC 0.02% Reduce -0.3% 22,178 $84K
Firethorn Wealth Partners, LLC 0.04% Reduce -12.0% 22,000 $84K
Orion Porfolio Solutions, LLC 0.00% Add +3.2% 21,917 $84K
Orion Portfolio Solutions, LLC 0.00% Add +3.2% 21,917 $84K
Apollon Wealth Management, LLC 0.00% Add +91.9% 21,446 $82K
Greenwich Wealth Management LLC 0.01% Add +11.7% 21,312 $81K
KPP Advisory Services LLC 0.01% New 20,710 $79K
Cwm, LLC 0.00% Reduce -20.1% 20,460 $78K
FMR LLC 0.00% Reduce -89.8% 20,209 $77K
Paces Ferry Wealth Advisors, LLC 0.04% No change 20,155 $77K
Sava Infond d.o.o. 0.01% Add +100.0% 20,000 $76K
DGS Capital Management, LLC 0.02% Add +6.9% 19,858 $76K
Cibc World Market Inc. 0.00% Add +22.7% 19,730 $75K
West Family Investments, Inc. 0.03% No change 19,186 $73K
U.S. Capital Wealth Advisors, LLC 0.00% Add +57.8% 19,078 $73K
Bank of Nova Scotia 0.00% Add +49.8% 18,848 $73K
Cerity Partners LLC 0.00% Add +38.0% 18,999 $72K
Steward Partners Investment Advisory, LLC 0.00% Add +25.6% 18,960 $72K
TD Waterhouse Canada Inc. 0.00% Reduce -13.8% 18,668 $72K
Northwestern Mutual Wealth Management Co. 0.00% Add +49.2% 18,441 $70K
First Affirmative Financial Network 0.04% Reduce -5.3% 18,223 $69K
PNC Financial Services Group, Inc. 0.00% Reduce -25.1% 18,089 $69K
Leonteq Securities AG 0.01% Reduce -84.0% 17,980 $69K
Tradition Wealth Management, LLC 0.01% Add +6.0% 17,811 $68K
Independent Financial Group, LLC 0.00% Reduce -5.5% 17,748 $68K
PDS Planning, Inc 0.01% Reduce -25.1% 17,071 $65K
Aberdeen Group plc 0.00% Reduce -93.4% 16,905 $64K
MML Investors Services, LLC 0.00% Add +8.8% 16,485 $63K
Ensign Peak Advisors, Inc 0.00% Reduce -4.9% 16,526 $63K
First Heartland Consultants, Inc. 0.01% No change 16,418 $63K
OneDigital Investment Advisors LLC 0.00% Reduce -0.9% 16,367 $62K
Mackenzie Financial Corp. 0.00% New 16,035 $61K
QRG Capital Management, Inc. 0.00% New 15,866 $60K
J. Safra Sarasin Holding AG 0.00% Reduce -67.8% 15,794 $60K
Parallel Advisors, LLC 0.00% Add +13.2% 15,682 $60K
Brooklyn Investment Group 0.01% Add +4297.1% 15,434 $59K
Garden State Investment Advisory Services LLC 0.02% Add +3.4% 15,400 $59K
Generali Investments CEE, investicni spolecnost, a.s. 0.01% No change 15,400 $59K
Compagnie Lombard Odier SCmA 0.00% Reduce -36.3% 15,354 $58K
Onyx Bridge Wealth Group LLC 0.01% Reduce -14.1% 15,086 $57K
Thrivent Financial for Lutherans 0.00% No change 14,820 $56K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -26.7% 14,602 $56K
Mercer Global Advisors Inc. 0.00% Reduce -4.7% 14,341 $55K
Optiver Holding B.V. 0.00% New 14,316 $55K
Schechter Investment Advisors, LLC 0.00% Reduce -4.9% 14,294 $54K
Wedbush Securities Inc. 0.00% Add +4.7% 14,252 $54K
Gotham Asset Management 0.00% New 13,902 $53K
Bayesian Capital Management, LP 0.01% New 13,900 $53K
Mgo One Seven LLC 0.00% Reduce -43.7% 13,868 $53K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.03% No change 13,840 $52K
BI Asset Management Fondsmaeglerselskab A/S 0.00% No change 13,440 $51K
Masso Torrence Wealth Management Inc. 0.03% Reduce -13.3% 13,343 $51K
Stifel Financial Corp. 0.00% Add +6.7% 13,336 $51K
Harbour Investments, Inc. 0.00% No change 13,255 $51K
Shufro Rose & Co. LLC 0.00% Reduce -13.3% 13,000 $50K
Concurrent Investment Advisors, LLC 0.00% New 12,999 $50K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -13.4% 12,950 $49K
49 Wealth Management, LLC 0.01% Add +1.1% 12,827 $49K
May Hill Capital, LLC 0.02% New 12,668 $48K
Scotia Capital Inc. 0.00% Reduce -47.9% 12,591 $48K
Annex Advisory Services, LLC 0.00% New 12,252 $47K
Jones Financial Companies LLLP 0.00% Add +62.9% 12,412 $47K
Sivia Capital Partners, LLC 0.02% Reduce -5.1% 12,204 $46K
Newman Dignan & Sheerar, Inc. 0.01% No change 12,023 $46K
Franklin Resources Inc. 0.00% Reduce -28.8% 11,733 $45K
Freedom Investment Management, Inc. 0.00% Add +11.6% 11,537 $44K
Stratos Wealth Partners, LTD. 0.00% Reduce -6.5% 11,523 $44K
Bard Financial Services, Inc. 0.01% No change 11,500 $44K
Caprock Group, LLC 0.00% Reduce -41.8% 11,492 $44K
Gladstone Institutional Advisory LLC 0.00% No change 11,431 $44K
Perigon Wealth Management, LLC 0.00% Reduce -23.3% 11,322 $43K
Blueshift Asset Management, LLC 0.02% New 11,247 $43K
Traynor Capital Management, Inc. 0.00% Add +1.0% 11,013 $42K
Hancock Prospecting Pty Ltd 0.00% No change 10,972 $42K
Captrust Financial Advisors 0.00% New 10,651 $41K
Harvest Fund Management Co., Ltd 0.00% Reduce -91.3% 10,421 $40K
PSI Advisors, LLC 0.01% Reduce -5.9% 10,428 $40K
Xponance LLC 0.00% New 10,337 $39K
Envestnet Asset Management Inc. 0.00% New 10,030 $38K
Glen Eagle Advisors, LLC 0.01% No change 10,000 $38K
Nomura Asset Management Co. Ltd. 0.00% Add +207.7% 8,000 $30K
NFSG Corp 0.01% No change 7,161 $27K
Halbert Hargrove Global Advisors, LLC 0.00% New 5,934 $23K
Ridgewood Investments LLC 0.01% No change 5,900 $22K
Peoples Bank 0.01% No change 5,100 $19K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 5,000 $19K
Stephens Consulting, LLC 0.00% No change 5,000 $19K
MorganRosel Wealth Management, LLC 0.01% New 4,565 $17K
Farther Finance Advisors, LLC 0.00% Add +15.5% 4,151 $16K
North Star Investment Management Corp. 0.00% No change 4,200 $16K
Lindbrook Capital, LLC 0.00% Reduce -34.4% 3,518 $13K
Spire Wealth Management 0.00% Reduce -84.1% 3,420 $13K
Bfsg, LLC 0.00% Reduce -1.3% 3,120 $12K
Sandy Spring Bank 0.00% New 3,000 $11K
N.E.W. Advisory Services LLC 0.00% New 2,927 $11K
Medallion Wealth Advisors, LLC 0.01% Add +268.7% 2,861 $11K
Hemington Wealth Management 0.00% No change 3,000 $11K
Global X Japan Co., Ltd. 0.00% Add +7.1% 2,869 $11K
Atlas Capital Advisors Inc. 0.00% No change 2,845 $11K
Covestor Ltd 0.01% Reduce -8.5% 2,534 $10K
Blue Trust, Inc. 0.00% Reduce -2.8% 2,515 $10K
Garde Capital, Inc. 0.00% New 2,422 $9K
Hantz Financial Services, Inc. 0.00% Add +55.4% 2,261 $9K
CoreCap Advisors, LLC 0.00% Add +27.6% 2,315 $9K
Capital Advisors, Ltd. LLC 0.00% No change 2,000 $8K
Vermillion Wealth Management, Inc. 0.00% Reduce -45.1% 2,000 $8K
Plante Moran Financial Advisors, LLC 0.00% No change 2,000 $8K
Coldstream Capital Management Inc. 0.00% New 1,725 $7K
Berbice Capital Management LLC 0.01% New 1,700 $6K
AdvisorNet Financial, Inc 0.00% No change 1,655 $6K
HHM Wealth Advisors, LLC 0.00% No change 1,615 $6K
Allworth Financial LP 0.00% Reduce -54.6% 1,384 $6K
NewEdge Advisors, LLC 0.00% Add +0.8% 1,466 $6K
EverSource Wealth Advisors, LLC 0.00% Add +54.7% 1,290 $5K
Wolff Wiese Magana LLC 0.00% No change 1,262 $5K
Center for Financial Planning, Inc. 0.00% Add +444.4% 1,225 $5K
Ameliora Wealth Management Ltd. 0.00% No change 1,225 $5K
Brown, Lisle/Cummings, Inc. 0.00% New 1,200 $5K
SVB Wealth LLC 0.00% New 1,199 $5K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 1,188 $5K
Principal Securities, Inc. 0.00% No change 1,033 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 1,000 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -5.6% 1,070 $4K
Catherine Avery Investment Management LLC 0.00% No change 1,000 $4K
Sachetta, LLC 0.00% No change 1,000 $4K
Trust Co. of Vermont 0.00% No change 1,000 $4K
Sterling Capital Management LLC 0.00% No change 1,000 $4K
Cornerstone Planning Group LLC 0.00% No change 942 $4K
Creative Financial Designs Inc. 0.00% No change 950 $4K
Huntington National Bank 0.00% No change 900 $3K
Ancora Advisors LLC 0.00% Add +120.9% 826 $3K
Golden State Wealth Management, LLC 0.00% No change 793 $3K
Lanark Financial, Inc. 0.00% — 930 $3K
Larson Financial Group LLC 0.00% Add +54.2% 723 $3K
Geneos Wealth Management Inc. 0.00% Reduce -9.8% 684 $3K
Clark Wealth Partners 0.00% No change 650 $2K
Sierra Ocean, LLC 0.00% Add +132.7% 647 $2K
Archer Investment Corp 0.00% No change 627 $2K
First Horizon Advisors, Inc. 0.00% No change 600 $2K
Cape Investment Advisory, Inc. 0.00% No change 584 $2K
Rakuten Securities, Inc. 0.00% Reduce -16.2% 570 $2K
Wilmington Savings Fund Society, FSB 0.00% New 540 $2K
Optimum Investment Advisors 0.00% No change 500 $2K
GPS Wealth Strategies Group, LLC 0.00% No change 500 $2K
UMB Bank, n.a. 0.00% Reduce -9.1% 500 $2K
City Holding Co. 0.00% No change 500 $2K
Asset Dedication, LLC 0.00% No change 458 $2K
Strengthening Families & Communities, LLC 0.00% No change 425 $2K
Legacy Wealth Managment, LLC 0.00% Add +80.0% 450 $2K
Arax Advisory Partners 0.00% New 446 $2K
Fifth Third Bancorp 0.00% Add +58.8% 440 $2K
Raiffeisen Bank International AG 0.00% No change 430 $2K
Ascentis Wealth Management, LLC 0.00% New 410 $2K
City State Bank 0.00% No change 400 $2K
MAI Capital Management 0.00% Add +2.3% 396 $2K
Tradewinds Capital Management, LLC 0.00% No change 357 $1K
Sound Income Strategies, LLC 0.00% New 305 $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% No change 300 $1K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 200 $1K
Centerpoint Advisors, LLC 0.00% No change 306 $1K
Winthrop Capital Management, LLC 0.00% New 174 $1K
TrinityBridge Ltd 0.00% Add +21.9% 273 $1K
Future Financial Wealth Managment LLC 0.00% No change 250 $953
Mechanics Financial Corp 0.00% No change 250 $953
Princeton Global Asset Management LLC 0.00% No change 250 $953
Heritage Wealth Advisors 0.00% No change 243 $926
Brown Brothers Harriman & Co. 0.00% No change 237 $903
Pandora Wealth, Inc. 0.00% — 235 $895
IFP Advisors, Inc 0.00% Reduce -72.0% 230 $876
Physician Wealth Advisors, Inc. 0.00% Reduce -30.8% 222 $846
Cedar Mountain Advisors, LLC 0.00% No change 212 $808
Activest Wealth Management 0.00% Reduce -85.4% 212 $808
Bogart Wealth, LLC 0.00% No change 212 $808
CIBC Private Wealth Group LLC 0.00% No change 252 $791
Sittner & Nelson, LLC 0.00% No change 200 $762
Main Street Group, LTD 0.00% No change 200 $762
St Germain D J Co. Inc. 0.00% Add +100.0% 200 $762
Hollencrest Capital Management 0.00% No change 200 $762
Highline Wealth Partners LLC 0.00% New 195 $743
Atwood & Palmer Inc. 0.00% No change 175 $667
Investors Research Corp 0.00% No change 160 $610
Eastern Bank 0.00% No change 156 $594
Smartleaf Asset Management LLC 0.00% No change 158 $592
Bell Investment Advisors, Inc 0.00% No change 155 $591
Darwin Wealth Management, LLC 0.00% No change 135 $588
1620 Investment Advisors, Inc. 0.00% New 150 $572
BNP Paribas 0.00% Reduce -97.2% 150 $572
Mather Group, Llc. 0.00% New 150 $572
Continuum Advisory, LLC 0.00% No change 137 $522
New England Capital Financial Advisors LLC 0.00% No change 132 $502
Aventura Private Wealth, LLC 0.00% Reduce -84.8% 128 $488
Private Wealth Asset Management, LLC 0.00% — 119 $453
Assetmark, Inc. 0.00% New 119 $453
Kiker Wealth Management, LLC 0.00% New 115 $438
Weiss Asset Management LP 0.00% No change 115 $438
Raffa Wealth Management, LLC 0.00% No change 107 $408
AllSquare Wealth Management LLC 0.00% No change 100 $381
HighMark Wealth Management LLC 0.00% New 100 $381
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 100 $381
DecisionPoint Financial, LLC 0.00% No change 100 $381
Financial Management Professionals, Inc. 0.00% No change 100 $381
LRI Investments, LLC 0.00% No change 100 $381
Tortoise Investment Management, LLC 0.00% No change 86 $328
Strategic Investment Solutions, Inc. 0.00% No change 85 $324
Oakworth Capital, Inc. 0.00% New 80 $305
Murphy & Mullick Capital Management Corp 0.00% No change 76 $290
Transce3nd, LLC 0.00% Reduce -57.8% 73 $278
Vermillion & White Wealth Management Group, LLC 0.00% No change 67 $255
HFM Investment Advisors, LLC 0.00% — 50 $191
Pension & Wealth Management Advisors, Inc. 0.00% No change 50 $191
SouthState Bank Corp 0.00% New 50 $191
Stonebridge Financial Group, LLC 0.00% No change 50 $191
Bartlett & Co. Wealth Management LLC 0.00% No change 50 $191
Thompson Investment Management, Inc. 0.00% No change 50 $190
Sunbelt Securities, Inc. 0.00% Reduce -59.4% 50 $190
Innovative Advisory Group, LLC 0.00% No change 40 $152
Wealth Preservation Advisors, LLC 0.00% — 38 $145
First Command Advisory Services, Inc. 0.00% New 35 $133
Copia Wealth Management 0.00% No change 30 $114
American Capital Advisory, LLC 0.00% Reduce -97.2% 29 $111
Financial Perspectives, Inc 0.00% Reduce -6.9% 27 $110
Abound Wealth Management 0.00% Reduce -10.7% 25 $96
Pacifica Partners Inc. 0.00% No change 25 $93
Clearstead Advisors, LLC 0.00% No change 23 $88
SJS Investment Consulting Inc. 0.00% No change 20 $77
Capital A Wealth Management, LLC 0.00% Reduce -75.8% 16 $61
Comprehensive Financial Planning, Inc. 0.00% No change 15 $57
Bear Mountain Capital, Inc. 0.00% No change 10 $42
Hexagon Capital Partners LLC 0.00% No change 10 $38
Kathleen S. Wright Associates Inc. 0.00% No change 10 $38
CGC Financial Services, LLC 0.00% No change 10 $38
BankPlus Trust Department 0.00% No change 10 $38
Laurel Wealth Advisors LLC 0.00% No change 9 $35
Frazier Financial Advisors, LLC 0.00% No change 5 $20
Iron Horse Wealth Management, LLC 0.00% No change 5 $19
Concord Wealth Partners 0.00% No change 3 $11
Rossby Financial, LCC 0.00% New 1 $4
Nova Wealth Management, Inc. 0.00% No change 1 $3
Bessemer Group Inc. 0.00% No change 22 $0

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