Nio Inc. - ADRNIO

13F holders, Q2 2025 (June 30)
384holders −30
34new positions
65sold out
5famous investors
$3.43avg. 13F price*

At the end of Q2 2025, 384 institutions reported holding Nio Inc. - ADR (NIO) in their 13F filings, down 30 from Q1 2025. 34 opened new positions and 65 sold out. The largest holders were UBS Group AG ($240.6M), Morgan Stanley ($34.6M) and Renaissance Technologies ($28.4M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions34$4.9M
Exits65$58.0M

All 13F filers, Q1 2025 → Q2 2025: 17,774,380 shares bought and 73,132,143 shares sold, net −55,357,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 384 holders

UBS Group AG 0.05% Reduce -6.4% 70,147,507 $240.6M
Morgan Stanley 0.00% Reduce -51.6% 10,094,319 $34.6M
Renaissance Technologies 0.04% Add +17.9% 8,289,440 $28.4M
Citigroup Inc. 0.02% Reduce -6.5% 6,830,241 $23.4M
Legal & General Group Plc 0.01% Reduce -0.5% 6,279,118 $21.6M
JPMorgan Chase & Co. 0.00% Add +2533.5% 4,939,379 $16.9M
State Street Corp. 0.00% Add +44.5% 4,538,836 $15.6M
Susquehanna International Group, LLP 0.02% Reduce -61.4% 4,132,016 $14.2M
BlackRock, Inc. 0.00% Add +12.1% 3,848,626 $13.2M
Bank of America Corp. 0.00% Reduce -72.8% 3,432,936 $11.8M
Goldman Sachs Group Inc. 0.00% Add +70.1% 3,054,257 $10.5M
Invesco Ltd. 0.00% Add +22.7% 2,738,308 $9.4M
BNP Paribas Financial Markets 0.01% Add +4.8% 1,909,757 $6.6M
SG Americas Securities, LLC 0.03% Reduce -14.5% 1,803,148 $6.2M
Marshall Wace, LLP 0.01% Reduce -74.9% 1,459,898 $5.0M
Citadel Advisors 0.00% Reduce -39.4% 1,375,495 $4.7M
DekaBank Deutsche Girozentrale 0.01% Add +0.1% 1,301,518 $4.5M
Barclays PLC 0.00% Add +198.7% 1,209,071 $4.1M
Vontobel Holding Ltd. 0.01% Add +125.2% 1,094,398 $3.8M
Royal Bank of Canada 0.00% Add +916.1% 1,012,213 $3.5M
Ossiam 0.04% No change 1,000,000 $3.4M
Man Group plc 0.01% Add +1919.8% 967,500 $3.3M
American Century Companies Inc. 0.00% Add +37.4% 965,409 $3.3M
CANADA LIFE ASSURANCE Co 0.01% Add +16.0% 936,736 $3.2M
Aviva PLC 0.01% No change 883,496 $3.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -5.5% 875,593 $3.0M
CMT Capital Markets Trading GmbH 1.38% Add +52.9% 838,000 $2.9M
Handelsbanken Fonder AB 0.01% Add +5.0% 762,362 $2.6M
HSBC Holdings PLC 0.00% Reduce -36.1% 664,048 $2.3M
IMC-Chicago, LLC 0.06% Reduce -58.1% 644,280 $2.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -1.6% 614,864 $2.1M
Simplex Trading, LLC 0.05% Add +2085.0% 586,245 $2.0M
Van Eck Associates Corp. 0.00% Add +1.6% 536,060 $1.8M
Storebrand Asset Management As 0.01% No change 514,757 $1.8M
Marathon Asset Management LP 4.09% No change 500,000 $1.7M
Jane Street Group, LLC 0.00% Reduce -78.8% 495,929 $1.7M
WMG Financial Advisors, LLC 0.60% Add +17.9% 474,966 $1.6M
KBC Group NV 0.00% Add +5.0% 412,922 $1.4M
Wolverine Trading, LLC 0.04% Add +20.3% 405,016 $1.4M
Leonteq Securities AG 0.07% Add +1966.0% 371,462 $1.3M
Deutsche Bank AG 0.00% Reduce -1.9% 364,189 $1.2M
LPL Financial LLC 0.00% Add +7.4% 325,372 $1.1M
Wolverine Asset Management LLC 0.08% New 321,491 $1.1M
Jain Global LLC 0.02% Add +228.1% 315,600 $1.1M
Raymond James Financial Inc. 0.00% Reduce -13.3% 309,446 $1.1M
Northern Trust Corp. 0.00% Reduce -3.5% 301,616 $1.0M
SBI Securities Co., Ltd. 0.03% Add +3.5% 298,664 $1.0M
Tidal Investments LLC 0.01% Add +0.8% 287,140 $985K
Fisher Asset Management 0.00% Reduce -5.0% 280,801 $963K
Verition Fund Management LLC 0.01% Reduce -71.5% 269,000 $923K
Marex Group Ltd 0.02% Reduce -4.0% 266,984 $916K
Wells Fargo & Company 0.00% Add +90.3% 266,475 $914K
Swedbank AB 0.00% Reduce -73.1% 264,689 $908K
Bank of Montreal 0.00% Add +5.9% 256,916 $881K
Cambridge Investment Research Advisors, Inc. 0.00% Add +143.7% 256,504 $880K
Virtu Financial LLC 0.04% New 255,348 $876K
Osaic Holdings, Inc. 0.00% Add +150.6% 244,443 $839K
Group One Trading LLC 0.03% New 243,847 $836K
Edmond DE Rothschild Holding S.A. 0.01% No change 233,330 $800K
Profund Advisors LLC 0.03% Reduce -5.8% 225,989 $775K
Natixis 0.00% New 223,320 $766K
Main Management ETF Advisors, LLC 0.03% Add +1.6% 222,057 $762K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +2.3% 220,694 $757K
Macquarie Group Ltd. 0.00% Reduce -9.8% 219,824 $754K
Russell Investments Group, Ltd. 0.00% Reduce -66.0% 202,557 $695K
LMR Partners LLP 0.02% Add +0.1% 200,200 $687K
Alliance Wealth Advisors, LLC 0.37% Add +0.0% 200,030 $686K
Alberta Investment Management Corp 0.01% No change 194,000 $665K
Centiva Capital, LP 0.04% Add +181.2% 190,111 $652K
Rathbones Group PLC 0.00% Reduce -4.7% 181,301 $622K
Commonwealth Equity Services, LLC 0.00% Reduce -13.6% 177,869 $610K
Wellington Capital Management, Inc. 0.90% — 17,650 $605K
HighTower Advisors, LLC 0.00% Add +95.5% 173,770 $596K
Capital Markets Trading UK LLP 0.66% Reduce -85.4% 168,600 $578K
Trilogy Capital Inc. 0.03% Add +8.8% 157,106 $539K
Federation des caisses Desjardins du Quebec 0.00% Add +14.5% 146,850 $504K
Creative Planning 0.00% Reduce -38.3% 143,514 $492K
Cibc World Market Inc. 0.00% Add +582.4% 134,643 $462K
Advisors Asset Management, Inc. 0.01% Reduce -1.0% 122,274 $419K
Mariner, LLC 0.00% Reduce -1.6% 119,652 $410K
PFG Investments, LLC 0.02% No change 102,594 $352K
Vident Advisory, LLC 0.00% Add +110.4% 101,422 $348K
MCF Advisors LLC 0.02% Reduce -7.7% 98,881 $339K
First National Trust Co 0.01% No change 95,178 $326K
Equitable Holdings, Inc. 0.00% Add +7.5% 94,235 $323K
Marathon Trading Investment Management LLC 0.20% Add +40.1% 93,470 $321K
DNB Asset Management AS 0.00% No change 92,984 $319K
180 Wealth Advisors, LLC 0.04% Reduce -4.5% 89,627 $307K
Meridian Wealth Management, LLC 0.01% Add +0.6% 89,431 $307K
Sanctuary Advisors, LLC 0.00% Add +60.5% 87,893 $301K
Accuvest Global Advisors 0.19% Reduce -0.2% 86,739 $298K
Cetera Investment Advisers 0.00% Reduce -3.8% 86,093 $295K
Oppenheimer & Co. Inc. 0.00% Add +62.6% 85,232 $292K
US Bancorp \de 0.00% Add +113.1% 84,576 $290K
Cobblestone Asset Management LLC 0.15% Add +0.1% 83,950 $288K
Axim Planning & Wealth 0.26% Add +46.3% 83,349 $286K
Neuberger Berman Group LLC 0.00% Reduce -15.7% 80,043 $275K
Vienna Asset Management LLC 0.18% Add +238.0% 77,406 $266K
Private Advisor Group, LLC 0.00% Reduce -2.9% 77,234 $265K
Pathstone Holdings, LLC 0.00% Reduce -21.5% 75,248 $258K
Victory Financial Group, LLC 0.04% New 74,702 $256K
First Trust Advisors LP 0.00% Add +67.4% 73,280 $251K
Harvest Fund Management Co., Ltd 0.01% Add +590.9% 72,000 $247K
Headlands Technologies LLC 0.03% New 69,940 $240K
Redwood Wealth Management Group, LLC 0.11% Add +4.9% 69,206 $237K
Ameriprise Financial Inc. 0.00% Reduce -44.0% 67,525 $232K
Sanders Morris Harris LLC 0.05% No change 60,200 $206K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 57,885 $199K
Calamos Advisors LLC 0.00% No change 56,190 $193K
Regions Financial Corp. 0.00% Add +112.5% 53,840 $185K
MML Investors Services, LLC 0.00% Add +213.1% 51,619 $177K
Rafferty Asset Management, LLC 0.00% Reduce -2.4% 48,910 $168K
Advisory Services Network, LLC 0.00% New 34,444 $168K
Two Sigma Securities, LLC 0.02% New 47,110 $162K
Guggenheim Capital LLC 0.00% Add +38.9% 44,229 $152K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -99.2% 42,865 $147K
Jones Financial Companies LLLP 0.00% Add +233.2% 41,360 $143K
Insigneo Advisory Services, LLC 0.01% Add +10.5% 41,261 $142K
Ballentine Partners, LLC 0.00% Add +26.8% 40,200 $138K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.1% 40,015 $137K
Azzad Asset Management Inc. 0.01% No change 39,492 $135K
West Family Investments, Inc. 0.04% Add +103.8% 39,109 $134K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -26.3% 38,524 $132K
Truist Financial Corp. 0.00% Reduce -4.8% 38,073 $131K
Avantax Advisory Services, Inc. 0.00% Reduce -0.3% 37,825 $130K
Quintet Private Bank (Europe) S.A. 0.01% No change 36,300 $125K
Ethic Inc. 0.00% Reduce -15.7% 35,952 $124K
Dimensional Fund Advisors LP 0.00% Reduce -94.7% 36,050 $124K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +21.9% 36,058 $124K
Aerodigm Wealth, LLC 0.06% No change 34,225 $117K
IHT Wealth Management, LLC 0.00% Reduce -52.1% 33,494 $115K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +6.4% 33,424 $115K
Gsa Capital Partners LLP 0.01% New 33,344 $114K
O'shaughnessy Asset Management, LLC 0.00% Reduce -30.0% 32,837 $113K
Quadrant Capital Group LLC 0.00% Add +19.6% 32,825 $113K
Fortress Private Ledger, LLC 0.05% No change 31,927 $110K
RWC Asset Management LLP 0.01% No change 31,830 $109K
JTC Employer Solutions Trustee Ltd 0.01% No change 31,051 $107K
SIH Partners, LLLP 0.01% Reduce -90.2% 30,989 $106K
Viewpoint Capital Management LLC 0.05% No change 30,000 $103K
Prospera Financial Services Inc 0.00% Reduce -6.2% 28,980 $99K
Lido Advisors, LLC 0.00% Reduce -3.1% 28,727 $99K
PNC Financial Services Group, Inc. 0.00% Add +56.4% 28,299 $97K
Kestra Advisory Services, LLC 0.00% Reduce -42.6% 27,464 $94K
Cigna Investments Inc. 0.02% No change 27,498 $94K
Integrated Wealth Concepts LLC 0.00% Add +7.1% 26,774 $92K
SteelPeak Wealth, LLC 0.00% Reduce -65.4% 25,809 $89K
Prosperity Financial Group, Inc. 0.04% Add +6.7% 25,500 $87K
Atria Wealth Solutions, Inc. 0.00% Reduce -50.4% 24,262 $84K
Panagora Asset Management Inc. 0.00% No change 24,129 $83K
Baader Bank Aktiengesellschaft 0.01% Reduce -55.7% 34,030 $83K
Ausdal Financial Partners, Inc. 0.01% Reduce -30.6% 23,640 $81K
Choreo, LLC 0.00% Reduce -2.8% 23,131 $79K
Orion Porfolio Solutions, LLC 0.00% Add +2.8% 22,533 $77K
Walleye Capital LLC 0.00% Reduce -71.8% 22,532 $77K
LJI Wealth Management, LLC 0.01% No change 22,178 $76K
Firethorn Wealth Partners, LLC 0.03% No change 22,000 $75K
Compound Planning, Inc. 0.00% Reduce -35.4% 21,794 $75K
Savant Capital, LLC 0.00% New 21,686 $74K
National Bank of Canada 0.00% Reduce -12.5% 21,509 $74K
IPG Investment Advisors LLC 0.01% Reduce -47.3% 21,409 $73K
U.S. Capital Wealth Advisors, LLC 0.00% Add +11.9% 21,348 $73K
Apollon Wealth Management, LLC 0.00% Reduce -1.3% 21,172 $73K
Paces Ferry Wealth Advisors, LLC 0.03% No change 20,155 $69K
Northwestern Mutual Wealth Management Co. 0.00% Add +9.2% 20,144 $69K
Sava Infond d.o.o. 0.01% No change 20,000 $69K
Sequoia Financial Advisors, LLC 0.00% Reduce -24.1% 19,520 $67K
TD Waterhouse Canada Inc. 0.00% Reduce -0.8% 18,523 $65K
AXA S.A. 0.00% New 18,600 $64K
Greenwich Wealth Management LLC 0.00% Reduce -15.6% 17,990 $62K
OneDigital Investment Advisors LLC 0.00% Add +9.1% 17,851 $61K
Tradition Wealth Management, LLC 0.00% No change 17,811 $61K
Franklin Resources Inc. 0.00% Add +50.9% 17,707 $61K
Bank of Nova Scotia 0.00% Reduce -10.0% 16,968 $58K
International Assets Investment Management, LLC 0.00% Reduce -81.5% 16,890 $58K
Engineers Gate Manager LP 0.00% Reduce -87.0% 16,678 $57K
Ensign Peak Advisors, Inc 0.00% No change 16,526 $57K
SeaCrest Wealth Management, LLC 0.01% New 16,471 $56K
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.5% 15,837 $56K
Compagnie Lombard Odier SCmA 0.00% Add +4.9% 16,104 $55K
Mackenzie Financial Corp. 0.00% No change 16,035 $55K
FMR LLC 0.00% Reduce -21.8% 15,805 $54K
Cwm, LLC 0.00% Reduce -22.9% 15,773 $54K
J. Safra Sarasin Holding AG 0.00% Reduce -0.7% 15,683 $54K
First Heartland Consultants, Inc. 0.00% Reduce -5.3% 15,543 $53K
Generali Investments CEE, investicni spolecnost, a.s. 0.00% No change 15,400 $53K
First Affirmative Financial Network 0.03% Reduce -15.9% 15,317 $53K
Thrivent Financial for Lutherans 0.00% No change 14,820 $51K
Mgo One Seven LLC 0.00% Add +5.6% 14,648 $50K
Aberdeen Group plc 0.00% Reduce -14.3% 14,479 $50K
Shufro Rose & Co. LLC 0.00% No change 13,000 $50K
Signaturefd, LLC 0.00% Reduce -49.3% 14,152 $49K
Xponance LLC 0.00% Add +36.4% 14,098 $48K
Gotham Asset Management 0.00% No change 13,902 $48K
Independent Financial Group, LLC 0.00% Reduce -21.9% 13,853 $48K
Masso Torrence Wealth Management Inc. 0.02% No change 13,343 $46K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +2.3% 13,250 $45K
Scotia Capital Inc. 0.00% Add +4.4% 13,150 $45K
Traynor Capital Management, Inc. 0.00% Add +14.1% 12,569 $44K
Hedeker Wealth, LLC 0.01% New 12,506 $43K
Annex Advisory Services, LLC 0.00% No change 12,252 $42K
Stifel Financial Corp. 0.00% Reduce -8.4% 12,211 $42K
Newman Dignan & Sheerar, Inc. 0.01% No change 12,023 $41K
Squarepoint Ops LLC 0.00% Reduce -97.3% 11,866 $41K
Rhumbline Advisers 0.00% Reduce -78.4% 11,842 $41K
Gladstone Institutional Advisory LLC 0.00% Add +2.6% 11,731 $40K
Alpine Global Management, LLC 0.01% New 11,662 $40K
Cerity Partners LLC 0.00% Reduce -39.0% 11,597 $40K
Valeo Financial Advisors, LLC 0.00% Reduce -63.4% 11,512 $39K
Stratos Wealth Partners, LTD. 0.00% Reduce -2.3% 11,263 $39K
Onyx Bridge Wealth Group LLC 0.01% Reduce -25.5% 11,236 $39K
Wedbush Securities Inc. 0.00% Reduce -21.8% 11,142 $38K
Hancock Prospecting Pty Ltd 0.00% No change 10,972 $38K
Perigon Wealth Management, LLC 0.00% Reduce -3.1% 10,968 $38K
PDS Planning, Inc 0.00% Reduce -36.1% 10,905 $37K
Summit Securities Group LLC 0.01% New 10,815 $37K
Bard Financial Services, Inc. 0.00% Reduce -10.9% 10,250 $35K
Balyasny Asset Management L.P. 0.00% New 10,237 $35K
Millennium Management 0.00% Reduce -99.8% 10,222 $35K
Glen Eagle Advisors, LLC 0.01% No change 10,000 $34K
Nomura Asset Management Co. Ltd. 0.00% No change 8,000 $27K
Steward Partners Investment Advisory, LLC 0.00% Reduce -58.5% 7,860 $27K
Parallel Advisors, LLC 0.00% Reduce -55.8% 6,928 $24K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -75.0% 6,673 $23K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -50.0% 6,725 $23K
Total Investment Management Inc. 0.00% New 6,300 $22K
Tower Research Capital LLC (TRC) 0.00% New 6,089 $21K
Ridgewood Investments LLC 0.01% No change 5,900 $20K
NFSG Corp 0.00% Reduce -19.6% 5,761 $20K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 5,000 $17K
Stephens Consulting, LLC 0.00% No change 5,000 $17K
CIBC Private Wealth Group LLC 0.00% Add +1785.7% 4,752 $16K
MorganRosel Wealth Management, LLC 0.00% No change 4,565 $16K
North Star Investment Management Corp. 0.00% No change 4,200 $14K
Spire Wealth Management 0.00% Reduce -0.6% 3,400 $12K
Bfsg, LLC 0.00% No change 3,120 $11K
Ancora Advisors LLC 0.00% Add +272.4% 3,076 $11K
Atlantic Union Bankshares Corp 0.00% New 3,000 $10K
Medallion Wealth Advisors, LLC 0.00% No change 2,861 $10K
N.E.W. Advisory Services LLC 0.00% No change 2,927 $10K
Global X Japan Co., Ltd. 0.00% No change 2,869 $10K
Atlas Capital Advisors Inc. 0.00% No change 2,845 $10K
Covestor Ltd 0.01% Reduce -0.2% 2,529 $9K
EverSource Wealth Advisors, LLC 0.00% Add +92.8% 2,487 $9K
Allworth Financial LP 0.00% Add +68.1% 2,327 $8K
Plante Moran Financial Advisors, LLC 0.00% Add +5.0% 2,100 $7K
Global Retirement Partners, LLC 0.00% — 2,048 $7K
Capital Advisors, Ltd. LLC 0.00% No change 2,000 $7K
Vermillion Wealth Management, Inc. 0.00% No change 2,000 $7K
Center for Financial Planning, Inc. 0.00% Add +61.2% 1,975 $7K
Farther Finance Advisors, LLC 0.00% Reduce -53.3% 1,940 $7K
Arax Advisory Partners 0.00% Add +318.8% 1,868 $6K
Harbour Investments, Inc. 0.00% Reduce -86.0% 1,860 $6K
CoreCap Advisors, LLC 0.00% Reduce -21.6% 1,815 $6K
Ameritas Advisory Services, LLC 0.00% New 1,780 $6K
Berbice Capital Management LLC 0.00% No change 1,700 $6K
AdvisorNet Financial, Inc 0.00% Reduce -0.8% 1,641 $6K
HHM Wealth Advisors, LLC 0.00% No change 1,615 $6K
Hantz Financial Services, Inc. 0.00% Reduce -31.6% 1,547 $5K
MAI Capital Management 0.00% Add +259.1% 1,422 $5K
Glass Jacobson Investment Advisors llc 0.00% Add +30.0% 1,300 $4K
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.0% 1,269 $4K
Wolff Wiese Magana LLC 0.00% No change 1,262 $4K
Cornerstone Planning Group LLC 0.00% No change 942 $4K
Brown, Lisle/Cummings, Inc. 0.00% No change 1,200 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 1,188 $4K
PEAK6 LLC 0.00% New 1,089 $4K
Creative Financial Designs Inc. 0.00% Add +10.5% 1,050 $4K
Sachetta, LLC 0.00% No change 1,000 $3K
Trust Co. of Vermont 0.00% No change 1,000 $3K
Sterling Capital Management LLC 0.00% No change 1,000 $3K
Garde Capital, Inc. 0.00% Reduce -59.6% 979 $3K
Huntington National Bank 0.00% No change 900 $3K
Lanark Financial, Inc. 0.00% Add +10.8% 1,030 $3K
Groupe la Francaise 0.00% New 800 $3K
Golden State Wealth Management, LLC 0.00% Reduce -0.3% 791 $3K
Aventura Private Wealth, LLC 0.00% Add +486.7% 751 $3K
Brooklyn Investment Group 0.00% Reduce -95.1% 750 $3K
Blue Trust, Inc. 0.00% Reduce -71.0% 728 $2K
Strengthening Families & Communities, LLC 0.00% Add +47.1% 625 $2K
Clark Wealth Partners 0.00% No change 650 $2K
Brown Brothers Harriman & Co. 0.00% Add +173.4% 648 $2K
Archer Investment Corp 0.00% No change 627 $2K
Hollencrest Capital Management 0.00% Add +200.0% 600 $2K
Principal Securities, Inc. 0.00% Reduce -41.9% 600 $2K
Cape Investment Advisory, Inc. 0.00% No change 584 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -46.3% 575 $2K
Rakuten Securities, Inc. 0.00% No change 570 $2K
Larson Financial Group LLC 0.00% Reduce -25.3% 540 $2K
NewEdge Advisors, LLC 0.00% Reduce -64.2% 525 $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% No change 500 $2K
UMB Bank, n.a. 0.00% No change 500 $2K
Geneos Wealth Management Inc. 0.00% Reduce -29.2% 484 $2K
Credit Industriel Et Commercial 0.00% New 466 $2K
Oliver Lagore Vanvalin Investment Group 0.00% — 400 $2K
Maseco LLP 0.00% — 436 $1K
Raiffeisen Bank International AG 0.00% No change 430 $1K
Ascentis Wealth Management, LLC 0.00% No change 410 $1K
City State Bank 0.00% No change 400 $1K
Bogart Wealth, LLC 0.00% Add +84.0% 390 $1K
Parkside Financial Bank & Trust 0.00% New 364 $1K
Tradewinds Capital Management, LLC 0.00% No change 357 $1K
Sound Income Strategies, LLC 0.00% Add +1.6% 310 $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% Reduce -18.3% 250 $1K
Winthrop Capital Management, LLC 0.00% No change 174 $1K
TrinityBridge Ltd 0.00% Reduce -33.7% 181 $1K
Fifth Third Bancorp 0.00% Reduce -37.0% 277 $950
New England Capital Financial Advisors LLC 0.00% Add +98.5% 262 $898
Physician Wealth Advisors, Inc. 0.00% Add +14.9% 255 $875
Future Financial Wealth Managment LLC 0.00% No change 250 $858
Mechanics Financial Corp 0.00% No change 250 $858
Princeton Global Asset Management LLC 0.00% No change 250 $858
Country Trust Bank 0.00% New 250 $858
Heritage Wealth Advisors 0.00% No change 243 $833
Pandora Wealth, Inc. 0.00% No change 235 $806
IFP Advisors, Inc 0.00% No change 230 $789
Ameliora Wealth Management Ltd. 0.00% Reduce -81.6% 225 $772
Cedar Mountain Advisors, LLC 0.00% No change 212 $727
Activest Wealth Management 0.00% No change 212 $727
Sittner & Nelson, LLC 0.00% No change 200 $686
Main Street Group, LTD 0.00% No change 200 $686
St Germain D J Co. Inc. 0.00% No change 200 $686
Johnson Financial Group, Inc. 0.00% New 178 $611
Atwood & Palmer Inc. 0.00% No change 175 $601
Investors Research Corp 0.00% No change 160 $549
Sunbelt Securities, Inc. 0.00% Add +146.0% 123 $536
Eastern Bank 0.00% No change 156 $535
Legacy Investment Solutions, LLC 0.00% — 150 $515
Legacy Wealth Managment, LLC 0.00% Reduce -66.7% 150 $515
BNP Paribas 0.00% No change 150 $515
Darwin Wealth Management, LLC 0.00% No change 135 $463
Kilter Group LLC 0.00% New 125 $429
Private Wealth Asset Management, LLC 0.00% No change 119 $408
Raffa Wealth Management, LLC 0.00% No change 107 $367
Oakworth Capital, Inc. 0.00% Add +31.3% 105 $360
AllSquare Wealth Management LLC 0.00% No change 100 $343
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 100 $343
Costello Asset Management, INC 0.00% New 100 $343
Financial Management Professionals, Inc. 0.00% No change 100 $343
LRI Investments, LLC 0.00% No change 100 $343
Strategic Investment Solutions, Inc. 0.00% Add +15.3% 98 $337
Tortoise Investment Management, LLC 0.00% No change 86 $295
Assetmark, Inc. 0.00% Reduce -29.4% 84 $288
Elevation Point Wealth Partners, LLC 0.00% New 84 $288
Transce3nd, LLC 0.00% No change 73 $250
Murphy & Mullick Capital Management Corp 0.00% Reduce -34.2% 50 $244
Vermillion & White Wealth Management Group, LLC 0.00% No change 67 $230
Sierra Ocean, LLC 0.00% Reduce -90.7% 60 $206
Evolution Wealth Management Inc. 0.00% — 50 $172
SouthState Bank Corp 0.00% No change 50 $172
Bartlett & Co. Wealth Management LLC 0.00% No change 50 $172
Thompson Investment Management, Inc. 0.00% No change 50 $171
Scarborough Advisors, LLC 0.00% New 43 $147
Capital A Wealth Management, LLC 0.00% No change 16 $145
Innovative Advisory Group, LLC 0.00% No change 40 $137
First Command Advisory Services, Inc. 0.00% No change 35 $120
Iron Horse Wealth Management, LLC 0.00% Add +560.0% 33 $113
Copia Wealth Management 0.00% No change 30 $103
American Capital Advisory, LLC 0.00% No change 29 $100
Pacifica Partners Inc. 0.00% No change 25 $87
Abound Wealth Management 0.00% No change 25 $86
Clearstead Advisors, LLC 0.00% No change 23 $79
Financial Perspectives, Inc 0.00% Reduce -18.5% 22 $75
SJS Investment Consulting Inc. 0.00% No change 20 $69
United Community Bank 0.00% New 20 $69
Bell Investment Advisors, Inc 0.00% Reduce -90.3% 15 $52
Kiker Wealth Management, LLC 0.00% Reduce -87.0% 15 $51
Comprehensive Financial Planning, Inc. 0.00% No change 15 $51
Bear Mountain Capital, Inc. 0.00% No change 10 $44
Kathleen S. Wright Associates Inc. 0.00% No change 10 $34
CGC Financial Services, LLC 0.00% No change 10 $34
BankPlus Trust Department 0.00% No change 10 $34
Semmax Financial Advisors Inc. 0.00% New 3 $15
Concord Wealth Partners 0.00% No change 3 $10
Rossby Financial, LCC 0.00% No change 1 $3
Bessemer Group Inc. 0.00% No change 22 $0
Coston, McIsaac & Partners 0.00% New 115 $0
Wood Tarver Financial Group, LLC 0.00% New 10 $0

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