Nio Inc. - ADRNIO

13F holders, Q1 2026 (March 31)
434holders −3
61new positions
58sold out
7famous investors
$6.01avg. 13F price*

At the end of Q1 2026, 434 institutions reported holding Nio Inc. - ADR (NIO) in their 13F filings, down 3 from Q4 2025. 61 opened new positions and 58 sold out. The largest holders were D. E. Shaw & Co. ($231.1M), Morgan Stanley ($88.8M) and Renaissance Technologies ($87.1M). 7 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Steve Cohen (0.1% of Point72 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions61$87.0M
Exits58$18.6M

All 13F filers, Q4 2025 → Q1 2026: 65,959,316 shares bought and 97,611,626 shares sold, net −31,652,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 434 holders

D. E. Shaw & Co. 0.20% Reduce -20.4% 38,329,268 $231.1M
Morgan Stanley 0.01% Reduce -3.6% 14,721,369 $88.8M
Renaissance Technologies 0.14% Add +70.2% 14,452,131 $87.1M
Bank of America Corp. 0.01% Add +99.0% 14,228,916 $85.8M
Goldman Sachs Group Inc. 0.01% Reduce -4.1% 13,783,828 $83.1M
BNP Paribas Financial Markets 0.05% Reduce -38.3% 13,341,331 $80.4M
Two Sigma Investments, LP 0.07% Add +1863.3% 13,330,862 $80.4M
Citadel Advisors 0.06% Add +40.3% 13,235,171 $79.8M
Aspex Management (HK) Ltd 1.15% No change 13,141,609 $79.2M
UBS Group AG 0.01% Reduce -49.7% 12,347,240 $74.5M
BlackRock, Inc. 0.00% Add +92.2% 10,728,059 $64.7M
Marshall Wace, LLP 0.05% New 8,369,102 $50.5M
Point72 Asset Management 0.07% Add +135.2% 6,633,398 $40.0M
Voloridge Investment Management, LLC 0.15% Reduce -53.0% 6,344,142 $38.3M
JPMorgan Chase & Co. 0.00% Reduce -48.3% 6,560,939 $36.2M
Legal & General Group Plc 0.01% Reduce -2.1% 5,988,661 $36.1M
Jane Street Group, LLC 0.04% Reduce -71.9% 5,494,921 $33.1M
SG Americas Securities, LLC 0.03% Add +67.2% 5,027,161 $30.3M
State Street Corp. 0.00% Reduce -2.2% 4,304,071 $26.0M
Ghisallo Capital Management LLC 0.67% Reduce -50.0% 4,000,000 $24.1M
Invesco Ltd. 0.00% Reduce -21.9% 3,120,338 $18.8M
Mackenzie Financial Corp. 0.02% Add +187.3% 2,765,448 $16.7M
Trexquant Investment LP 0.10% Reduce -51.5% 2,290,739 $13.8M
Susquehanna International Group, LLP 0.02% Reduce -52.0% 2,247,963 $13.6M
Old Mission Capital LLC 0.25% New 1,759,542 $10.6M
Natixis 0.04% Add +34.0% 1,628,130 $9.8M
Quadrature Capital Ltd 0.11% Add +3871.7% 1,493,802 $9.0M
Walleye Trading LLC 0.18% Add +67.3% 1,472,505 $8.9M
Jump Financial, LLC 0.14% Reduce -56.6% 1,413,600 $8.5M
Verition Fund Management LLC 0.08% Add +144.6% 1,269,000 $7.7M
DekaBank Deutsche Girozentrale 0.01% No change 1,301,518 $7.3M
American Century Companies Inc. 0.00% Reduce -13.3% 1,198,467 $7.2M
IMC-Chicago, LLC 0.11% Reduce -63.3% 1,167,184 $7.0M
Millennium Management 0.01% Add +50.2% 1,139,069 $6.9M
Clear Street Group Inc. 0.04% Add +498.0% 1,053,313 $6.4M
Acadian Asset Management LLC 0.01% Add +1382.4% 1,020,611 $6.2M
Russell Investments Group, Ltd. 0.01% Add +63.3% 1,013,452 $5.7M
Group One Trading LLC 0.18% Add +152.5% 922,151 $5.6M
Squarepoint Ops LLC 0.01% New 913,935 $5.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +17.5% 871,370 $5.3M
Aviva PLC 0.01% Reduce -0.7% 845,320 $5.1M
Barclays PLC 0.00% Reduce -48.0% 836,240 $5.0M
Storebrand Asset Management As 0.01% Add +9.3% 726,176 $4.4M
Abc Arbitrage SA 0.54% New 670,417 $4.0M
Tidal Investments LLC 0.01% Add +72.9% 600,318 $3.6M
HRT Financial LP 0.01% Reduce -75.3% 588,442 $3.5M
KBC Group NV 0.01% Add +39.6% 583,722 $3.5M
Baker Avenue Asset Management, LP 0.07% Reduce -1.5% 544,672 $3.3M
Citigroup Inc. 0.00% Reduce -8.4% 494,215 $3.0M
Van Eck Associates Corp. 0.00% Reduce -2.6% 488,782 $2.9M
NINE MASTS CAPITAL Ltd 0.63% No change 474,500 $2.9M
XY Capital Ltd 2.93% Add +42.9% 444,350 $2.7M
Swedbank AB 0.00% Reduce -0.0% 424,421 $2.6M
Deutsche Bank AG 0.00% Add +64205.6% 416,057 $2.5M
LPL Financial LLC 0.00% Add +0.3% 404,534 $2.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 390,436 $2.4M
Northern Trust Corp. 0.00% Add +14.9% 379,591 $2.3M
Leonteq Securities AG 0.14% Reduce -58.1% 378,165 $2.3M
Headlands Technologies LLC 0.26% New 375,169 $2.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -4.3% 358,986 $2.2M
FMR LLC 0.00% Add +218.3% 354,179 $2.1M
Swiss Life Asset Management Ltd 0.01% New 370,570 $2.1M
LMR Partners LLP 0.02% Reduce -45.8% 342,388 $2.1M
Marex Group Ltd 0.02% Add +57.9% 328,812 $2.0M
SBI Securities Co., Ltd. 0.05% Add +0.6% 318,459 $1.9M
WT Asset Management Ltd 0.04% Reduce -97.6% 300,000 $1.8M
Centaurus Financial, Inc. 0.09% New 297,371 $1.8M
Fisher Asset Management 0.00% Add +17.1% 268,325 $1.6M
Bank of Montreal 0.00% Add +4.4% 265,985 $1.6M
Vontobel Holding Ltd. 0.01% Reduce -23.0% 240,479 $1.5M
Balyasny Asset Management L.P. 0.00% Reduce -35.5% 232,268 $1.4M
Diametric Capital, LP 0.36% New 224,629 $1.4M
DNB Asset Management AS 0.00% Add +40.1% 219,614 $1.3M
Envestnet Asset Management Inc. 0.00% Add +57.4% 216,283 $1.3M
HSBC Holdings PLC 0.00% Reduce -68.7% 212,984 $1.3M
Virtu Financial LLC 0.05% New 208,783 $1.3M
Profund Advisors LLC 0.05% Reduce -1.1% 205,691 $1.2M
Alliance Wealth Advisors, LLC 0.57% No change 200,000 $1.2M
Caitong International Asset Management Co., Ltd 0.22% New 198,852 $1.2M
Rathbones Group PLC 0.00% Add +4.4% 192,079 $1.2M
Creative Planning 0.00% Add +18.2% 191,268 $1.2M
Raymond James Financial Inc. 0.00% Add +11.4% 182,037 $1.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +147.2% 181,351 $1.1M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -0.1% 174,038 $1.0M
Capital Markets Trading UK LLP 0.91% Reduce -51.6% 166,971 $1.0M
Walleye Capital LLC 0.01% Reduce -37.6% 155,324 $937K
Toronto Dominion Bank 0.00% New 151,131 $911K
Engineers Gate Manager LP 0.01% Add +959.6% 149,453 $901K
Commonwealth Equity Services, LLC 0.00% Add +1.0% 149,232 $900K
Advisors Asset Management, Inc. 0.01% Add +4.0% 147,041 $887K
Mariner, LLC 0.00% Add +13.1% 146,251 $879K
Vident Advisory, LLC 0.01% Add +15.4% 139,700 $842K
DRW Securities, LLC 0.04% Add +443.4% 134,044 $808K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -59.7% 133,000 $802K
WINTON GROUP Ltd 0.03% New 132,200 $797K
Laird Norton Wetherby Trust Company, LLC 0.02% Add +26.9% 130,816 $789K
Brooklyn Investment Group 0.02% Add +46.2% 129,766 $782K
Axim Planning & Wealth 0.93% Reduce -4.0% 126,294 $762K
Quadrant Capital Group LLC 0.02% Reduce -17.0% 121,382 $732K
Wells Fargo & Company 0.00% Reduce -44.5% 112,587 $679K
Trilogy Capital Inc. 0.03% Add +9.3% 110,106 $664K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -47.3% 103,539 $624K
Royal Bank of Canada 0.00% Add +14.1% 100,186 $605K
CenterBook Partners LP 0.03% New 99,953 $603K
Alphadyne Asset Management LP 0.08% New 99,784 $602K
Polymer Capital Management (HK) LTD 0.08% Add +8.8% 97,900 $590K
Vanguard Personalized Indexing Management, LLC 0.01% Add +46.3% 96,324 $581K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -16.8% 96,815 $577K
Osaic Holdings, Inc. 0.00% Reduce -18.5% 94,828 $572K
Cetera Investment Advisers 0.00% Reduce -7.8% 92,916 $560K
Cobblestone Asset Management LLC 0.25% Add +1.6% 92,248 $556K
Federation des caisses Desjardins du Quebec 0.00% Add +19.5% 90,793 $547K
First Trust Advisors LP 0.00% Add +31.9% 90,278 $544K
Meridian Wealth Management, LLC 0.02% Reduce -0.4% 88,407 $533K
Oppenheimer & Co. Inc. 0.01% No change 84,936 $512K
US Bancorp \de 0.00% Reduce -35.6% 84,388 $509K
Macquarie Group Ltd. 0.00% Reduce -63.4% 80,467 $485K
180 Wealth Advisors, LLC 0.05% Reduce -2.5% 80,015 $482K
Hantz Financial Services, Inc. 0.01% Add +64.1% 79,212 $478K
Long Corridor Asset Management Ltd 0.15% New 79,000 $476K
Centiva Capital, LP 0.02% Reduce -57.0% 78,698 $475K
Hoffman, Alan N Investment Management 0.30% Add +531.3% 75,708 $457K
China Universal Asset Management Co., Ltd. 0.03% No change 75,000 $452K
PFG Investments, LLC 0.02% Reduce -4.4% 73,885 $446K
Harvest Fund Management Co., Ltd 0.02% Reduce -52.2% 73,300 $441K
O'shaughnessy Asset Management, LLC 0.00% Add +11.6% 72,540 $437K
Perseverance Asset Management International 0.05% New 72,094 $435K
PNC Financial Services Group, Inc. 0.00% Add +25.9% 68,507 $413K
Quantbot Technologies LP 0.02% Reduce -56.8% 66,925 $404K
Sanctuary Advisors, LLC 0.00% Reduce -14.3% 64,318 $388K
Compound Planning, Inc. 0.01% Add +52.1% 63,038 $380K
Rockefeller Capital Management L.P. 0.00% Add +30.6% 61,756 $372K
PKO Investment Management Joint-Stock Co 0.03% No change 60,000 $362K
HighTower Advisors, LLC 0.00% Reduce -51.6% 59,509 $359K
Focus Partners Wealth 0.00% Reduce -2.3% 59,349 $358K
Qube Research & Technologies Ltd 0.00% Reduce -97.3% 59,068 $356K
Ethic Inc. 0.01% Reduce -7.2% 57,565 $347K
FNY Investment Advisers, LLC 0.15% Reduce -67.7% 56,500 $340K
Calamos Advisors LLC 0.00% No change 56,190 $339K
Axq Capital, LP 0.04% New 56,021 $338K
Abacus Wealth Partners, LLC 0.03% Add +4.3% 55,196 $333K
Redwood Wealth Management Group, LLC 0.14% Reduce -10.2% 55,062 $332K
WCG Wealth Advisors LLC 0.01% Reduce -1.4% 54,775 $330K
Sequoia Financial Advisors, LLC 0.00% Add +143.7% 51,350 $310K
Private Advisor Group, LLC 0.00% Reduce -1.6% 51,284 $309K
Alliancebernstein L.P. 0.00% Reduce -7.3% 60,254 $307K
Two Sigma Securities, LLC 0.04% Reduce -52.6% 50,636 $305K
Cerity Partners LLC 0.00% Reduce -11.4% 50,550 $305K
IPG Investment Advisors LLC 0.05% Add +24.4% 49,529 $299K
Ballentine Partners, LLC 0.00% Add +11.3% 48,790 $294K
Boothbay Fund Management, LLC 0.01% Reduce -45.1% 48,358 $292K
Archer Investment Corp 0.06% Add +6621.7% 45,506 $274K
Marathon Trading Investment Management LLC 0.08% Reduce -78.4% 43,020 $259K
Corient Private Wealth LP 0.00% Reduce -31.5% 41,848 $248K
SummitTX Capital, L.P. 0.01% New 40,906 $247K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.1% 40,012 $241K
Signaturefd, LLC 0.00% Add +35.9% 39,970 $241K
Mgo One Seven LLC 0.00% Reduce -5.9% 38,089 $230K
High Probability Advisors, LLC 0.03% Reduce -21.8% 37,012 $223K
Fortress Private Ledger, LLC 0.07% Reduce -0.8% 36,877 $222K
Kestra Advisory Services, LLC 0.00% Add +1.1% 35,378 $213K
Azzad Asset Management Inc. 0.02% Add +40.0% 34,992 $211K
Savant Capital, LLC 0.00% Add +22.4% 34,952 $211K
Northwestern Mutual Wealth Management Co. 0.00% Add +31.3% 34,842 $210K
Xponance LLC 0.00% Add +219.9% 34,428 $208K
Capstone Investment Advisors, LLC 0.00% Reduce -20.5% 34,397 $207K
Aerodigm Wealth, LLC 0.08% No change 34,225 $206K
Prelude Capital Management, LLC 0.02% New 34,189 $206K
Magnetar Financial LLC 0.00% Add +221.2% 33,748 $204K
Ameriprise Financial Inc. 0.00% Reduce -36.3% 32,917 $198K
Forum Finance Group S.A. 0.11% — 40,000 $196K
Allianz Asset Management GmbH 0.00% Reduce -9.3% 31,521 $190K
Farther Finance Advisors, LLC 0.00% Add +25.2% 29,244 $181K
QRG Capital Management, Inc. 0.00% Add +21.0% 29,910 $180K
Ausdal Financial Partners, Inc. 0.01% Reduce -3.3% 29,782 $180K
National Bank of Canada 0.00% Add +19.5% 29,836 $180K
Parallel Advisors, LLC 0.00% Add +115.8% 29,769 $180K
Lido Advisors, LLC 0.00% Reduce -4.9% 29,347 $177K
Guggenheim Capital LLC 0.00% Reduce -11.0% 29,257 $176K
Cibc World Market Inc. 0.00% Add +71.3% 28,880 $174K
Cigna Investments Inc. 0.03% No change 27,498 $166K
JTC Employer Solutions Trustee Ltd 0.01% No change 27,400 $165K
West Family Investments, Inc. 0.06% Reduce -36.2% 26,742 $161K
Insigneo Advisory Services, LLC 0.01% Add +0.8% 26,154 $158K
SteelPeak Wealth, LLC 0.00% Add +0.1% 25,879 $156K
Fox Run Management, L.L.C. 0.03% New 28,168 $155K
Pathstone Holdings, LLC 0.00% Add +19.1% 25,656 $155K
Integrated Wealth Concepts LLC 0.00% Add +6.5% 25,262 $152K
Focus Partners Advisor Solutions, LLC 0.00% New 25,199 $152K
Prospera Financial Services Inc 0.00% Reduce -1.9% 25,126 $152K
Shay Capital LLC 0.02% New 25,000 $151K
Berman McAleer LLC 0.02% No change 25,000 $151K
Equitable Holdings, Inc. 0.00% Add +7.3% 28,488 $150K
Prosperity Financial Group, Inc. 0.05% No change 24,400 $147K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -13.4% 24,256 $146K
Panagora Asset Management Inc. 0.00% No change 24,129 $145K
Wellspring Financial Advisors, LLC 0.01% New 24,112 $145K
XTX Topco Ltd 0.00% Reduce -89.2% 23,935 $144K
TD Waterhouse Canada Inc. 0.00% Reduce -6.4% 23,295 $144K
EFG International AG 0.00% Reduce -0.6% 23,390 $141K
MCF Advisors LLC 0.01% Add +12.0% 23,384 $141K
Glenmede Trust Co. NA 0.00% Add +71.6% 22,063 $133K
Verdad Advisers, LP 0.15% No change 21,450 $129K
Orion Porfolio Solutions, LLC 0.00% Reduce -2.1% 20,881 $126K
Truist Financial Corp. 0.00% Reduce -0.2% 20,211 $122K
Paces Ferry Wealth Advisors, LLC 0.05% No change 20,155 $122K
Callan Family Office, LLC 0.00% Add +1.7% 20,084 $121K
Victory Financial Group, LLC 0.01% Reduce -16.5% 20,015 $121K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -13.0% 20,000 $121K
Cwm, LLC 0.00% Add +22.9% 19,347 $117K
Traynor Capital Management, Inc. 0.01% Add +22.1% 20,884 $115K
Jones Financial Companies LLLP 0.00% Reduce -45.3% 21,590 $115K
Ieq Capital, LLC 0.00% Add +3.2% 18,850 $114K
Greenwich Wealth Management LLC 0.00% Add +5.6% 18,750 $113K
Dimensional Fund Advisors LP 0.00% Reduce -79.7% 18,726 $113K
PDS Planning, Inc 0.01% Add +4.8% 18,528 $112K
Mission Wealth Management, LP 0.00% Add +0.3% 18,238 $110K
Franklin Resources Inc. 0.00% Add +38.1% 16,943 $102K
Stelac Advisory Services LLC 0.02% New 16,920 $102K
Tower Research Capital LLC (TRC) 0.00% Reduce -87.4% 16,813 $101K
DV Trading LLC 0.01% Add +134.1% 16,386 $99K
PharVision Advisers, LLC 0.99% Reduce -85.3% 16,259 $98K
PCM Encore, LLC 0.02% Reduce -61.9% 16,077 $97K
Allspring Global Investments Holdings, LLC 0.00% New 15,436 $95K
Modern Wealth Management, LLC 0.00% New 15,286 $95K
Compagnie Lombard Odier SCmA 0.00% No change 15,393 $93K
Tradition Wealth Management, LLC 0.01% Add +0.6% 15,202 $92K
OneDigital Investment Advisors LLC 0.00% Add +15.3% 15,050 $91K
Thrivent Financial for Lutherans 0.00% No change 14,820 $89K
Wealthspire Advisors, LLC 0.00% Add +9.9% 14,263 $86K
First Heartland Consultants, Inc. 0.01% No change 14,108 $85K
Gotham Asset Management 0.00% No change 13,902 $84K
V-Square Quantitative Management LLC 0.01% Add +17.4% 13,707 $83K
Spartan Wealth Advisory Services LLC 0.01% — 13,646 $82K
Optas, LLC 0.01% New 13,500 $81K
Beacon Pointe Advisors, LLC 0.00% New 13,495 $81K
RFG Advisory, LLC 0.00% Reduce -13.2% 13,375 $81K
Choreo, LLC 0.00% Add +0.4% 13,181 $79K
Mercer Global Advisors Inc. 0.00% Reduce -16.9% 13,078 $79K
Northland Securities, Inc. 0.07% Add +8.3% 13,000 $78K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -4.9% 12,750 $77K
Huntington National Bank 0.00% Add +2441.2% 12,706 $77K
Hedeker Wealth, LLC 0.02% No change 12,506 $75K
Stratos Wealth Partners, LTD. 0.00% Add +3.8% 12,453 $75K
WMG Financial Advisors, LLC 0.03% Reduce -0.4% 12,199 $74K
HB Wealth Management, LLC 0.00% New 12,198 $74K
Great Valley Advisor Group, Inc. 0.00% Add +18.0% 12,075 $73K
Sava Infond d.o.o. 0.01% No change 12,000 $72K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 12,126 $70K
Westfuller Advisors, LLC 0.03% No change 11,680 $70K
Vise Technologies, Inc. 0.00% No change 13,806 $70K
Atlantic Union Bankshares Corp 0.00% Add +95.8% 11,653 $70K
Sei Investments Co. 0.00% New 11,637 $70K
Clarity Wealth Advisors, LLC 0.01% No change 11,500 $69K
Allworth Financial LP 0.00% Add +74.1% 11,419 $69K
Bank of Nova Scotia 0.00% New 11,271 $68K
StoneCrest Wealth Management, Inc. 0.03% New 11,200 $68K
Gladstone Institutional Advisory LLC 0.00% No change 11,193 $67K
Merit Financial Group, LLC 0.00% New 11,153 $67K
Sandbox Financial Partners, LLC 0.02% Add +9.9% 11,097 $67K
Koa Wealth Management, LLC 0.05% New 11,000 $66K
Wedbush Securities Inc. 0.00% No change 10,742 $65K
Onyx Bridge Wealth Group LLC 0.01% No change 10,733 $65K
VestGen Advisors, LLC 0.00% New 10,518 $64K
SIH Partners, LLLP 0.00% No change 10,600 $64K
Perigon Wealth Management, LLC 0.00% Reduce -11.6% 10,569 $64K
Navis Wealth Advisors, LLC 0.03% Reduce -48.8% 10,500 $63K
MML Investors Services, LLC 0.00% Reduce -72.7% 10,464 $63K
Steward Partners Investment Advisory, LLC 0.00% Add +15.3% 10,390 $63K
Independent Financial Group, LLC 0.00% Reduce -19.4% 10,374 $63K
SeaCrest Wealth Management, LLC 0.01% No change 10,368 $63K
Frec Markets, Inc. 0.01% New 10,349 $62K
Laurel Oak Wealth Management, LLC 0.01% No change 10,291 $62K
Campbell & CO Investment Adviser LLC 0.00% Reduce -74.7% 10,278 $62K
Aberdeen Group plc 0.00% Reduce -21.9% 10,020 $60K
Aries Wealth Management 0.01% No change 10,000 $60K
Glen Eagle Advisors, LLC 0.01% No change 10,000 $60K
Strategies Wealth Advisors, LLC 0.01% Reduce -1.2% 10,000 $60K
Rhumbline Advisers 0.00% Reduce -9.4% 9,503 $57K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.02% Reduce -93.2% 9,486 $57K
Advisory Services Network, LLC 0.00% Reduce -62.3% 8,468 $51K
MV Capital Management, Inc. 0.00% No change 8,303 $50K
Eurizon Capital SGR S.p.A. 0.00% No change 8,125 $49K
MAI Capital Management 0.00% Add +82.5% 8,069 $49K
EverSource Wealth Advisors, LLC 0.00% Add +120.7% 8,015 $48K
Nomura Asset Management Co. Ltd. 0.00% No change 8,000 $48K
Basecamp Wealth Advisors LLC 0.01% Add +19.4% 7,193 $43K
Merkkuri Wealth Advisors LLC 0.03% New 6,754 $41K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 6,673 $40K
Harbour Investments, Inc. 0.00% Add +157.4% 6,169 $37K
NFSG Corp 0.01% No change 5,500 $33K
Integrity Alliance, Llc. 0.00% New 5,180 $31K
SOA Wealth Advisors, LLC. 0.01% No change 30,415 $30K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 5,000 $30K
North Star Investment Management Corp. 0.00% Add +9.1% 4,693 $28K
Jefferies Financial Group Inc. 0.00% Add +31.4% 4,094 $25K
Duncker Streett & Co. Inc. 0.00% New 4,000 $24K
Spire Wealth Management 0.00% No change 3,400 $21K
Global X Japan Co., Ltd. 0.00% Add +20.9% 3,374 $20K
Strengthening Families & Communities, LLC 0.01% Add +437.0% 3,356 $20K
Bfsg, LLC 0.00% Reduce -2.9% 3,000 $18K
N.E.W. Advisory Services LLC 0.00% Reduce -0.1% 2,925 $18K
Atlas Capital Advisors Inc. 0.00% No change 2,845 $17K
Bayforest Capital Ltd 0.02% Reduce -95.8% 2,677 $16K
Quent Capital, LLC 0.00% No change 2,500 $15K
Covestor Ltd 0.01% Reduce -0.5% 2,517 $15K
BNP Paribas 0.00% No change 2,150 $13K
Center for Financial Planning, Inc. 0.00% No change 1,975 $12K
Valley Wealth Managers, Inc. 0.00% Add +122.1% 1,819 $11K
Arax Advisory Partners 0.00% Reduce -76.8% 1,798 $11K
Ancora Advisors LLC 0.00% Reduce -0.6% 1,701 $10K
Assetmark, Inc. 0.00% Add +57.8% 1,647 $10K
HHM Wealth Advisors, LLC 0.00% No change 1,615 $10K
AdvisorNet Financial, Inc 0.00% Reduce -5.9% 1,544 $9K
Ares Financial Consulting, LLC 0.01% New 1,500 $9K
Glass Jacobson Investment Advisors llc 0.00% No change 1,500 $9K
Financial Consulate, Inc. 0.00% Add +149.8% 1,489 $9K
Cornerstone Planning Group LLC 0.00% Add +18.8% 1,475 $9K
Smartleaf Asset Management LLC 0.00% Add +1.6% 1,576 $9K
KERR FINANCIAL PLANNING Corp 0.01% No change 1,214 $8K
Wolff Wiese Magana LLC 0.00% No change 1,262 $8K
SHP Wealth Management 0.00% Add +68.3% 1,254 $8K
Brown, Lisle/Cummings, Inc. 0.00% No change 1,200 $7K
Blue Trust, Inc. 0.00% Add +14.3% 1,197 $7K
Aspect Partners, LLC 0.00% No change 1,131 $7K
Signature Equity Partners, LLC 0.00% Reduce -22.6% 1,115 $7K
Bell Investment Advisors, Inc 0.00% Add +3.0% 1,100 $7K
Root Financial Partners, LLC 0.00% Add +2.2% 1,049 $6K
Larson Financial Group LLC 0.00% Add +113.3% 1,024 $6K
Sachetta, LLC 0.00% No change 1,000 $6K
Quaker Wealth Management, LLC 0.00% New 1,000 $6K
Activest Wealth Management 0.00% New 1,000 $6K
Rothschild Investment LLC 0.00% No change 1,000 $6K
Purpose Unlimited Inc. 0.00% No change 1,000 $6K
Capital Advisors, Ltd. LLC 0.00% No change 1,000 $6K
Creative Financial Designs Inc. 0.00% No change 950 $6K
Union Bancaire Privee, UBP SA 0.00% No change 1,000 $6K
Highline Wealth Partners LLC 0.00% Add +18.5% 756 $5K
Hurley Capital, LLC 0.00% No change 733 $4K
Hamrick Investment Counsel, llc 0.00% New 710 $4K
Golden State Wealth Management, LLC 0.00% No change 641 $4K
Aventura Private Wealth, LLC 0.00% No change 623 $4K
Elequin Capital, LP 0.00% Reduce -61.2% 615 $4K
Medallion Wealth Advisors, LLC 0.00% No change 549 $3K
Ascentis Independent Advisors 0.00% New 545 $3K
NewEdge Advisors, LLC 0.00% No change 525 $3K
Geneos Wealth Management Inc. 0.00% No change 522 $3K
CoreCap Advisors, LLC 0.00% Add +24.0% 516 $3K
City Holding Co. 0.00% No change 500 $3K
UMB Bank, n.a. 0.00% No change 500 $3K
Bullock Wealth Management Group 0.00% No change 478 $3K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -76.7% 451 $3K
Maseco LLP 0.00% No change 436 $3K
Triumph Capital Management 0.00% No change 400 $2K
Parkside Financial Bank & Trust 0.00% No change 364 $2K
Rakuten Securities, Inc. 0.00% Reduce -32.1% 360 $2K
Bogart Wealth, LLC 0.00% Add +4.7% 358 $2K
Tradewinds Capital Management, LLC 0.00% No change 357 $2K
Pioneer Family Office, LLC 0.00% No change 350 $2K
Centerpoint Advisors, LLC 0.00% No change 250 $2K
Financial Connections Group, Inc. 0.00% New 400 $2K
Bessemer Group Inc. 0.00% Add +1731.8% 403 $2K
Nisa Investment Advisors, LLC 0.00% New 311 $2K
Harbor Investment Advisory, LLC 0.00% No change 301 $2K
Robinswood Financial LLC 0.00% No change 300 $2K
City State Bank 0.00% No change 300 $2K
Acumen Wealth Advisors, LLC 0.00% No change 300 $2K
Physician Wealth Advisors, Inc. 0.00% Reduce -0.3% 294 $2K
IFP Advisors, Inc 0.00% Add +151.4% 264 $2K
Clayton Financial Group LLC 0.00% New 250 $2K
Mechanics Financial Corp 0.00% No change 250 $2K
Princeton Global Asset Management LLC 0.00% No change 250 $2K
Heritage Wealth Advisors 0.00% No change 243 $1K
Strategic Wealth Partners, Ltd. 0.00% No change 238 $1K
Brown Brothers Harriman & Co. 0.00% No change 237 $1K
Stance Capital LLC 0.00% New 235 $1K
Wilmington Savings Fund Society, FSB 0.00% New 234 $1K
Cedar Mountain Advisors, LLC 0.00% No change 212 $1K
Financial Life Planners 0.00% New 207 $1K
Stone House Investment Management, LLC 0.00% Add +610.3% 206 $1K
Sittner & Nelson, LLC 0.00% No change 200 $1K
Main Street Group, LTD 0.00% New 200 $1K
Hollencrest Capital Management 0.00% No change 200 $1K
Cassaday & Co Wealth Management LLC 0.00% New 200 $1K
Atwood & Palmer Inc. 0.00% Add +8.6% 190 $1K
Winthrop Capital Management, LLC 0.00% No change 174 $1K
TrinityBridge Ltd 0.00% No change 181 $1K
Investors Research Corp 0.00% No change 160 $965
Rossby Financial, LCC 0.00% Add +347.1% 152 $942
Eastern Bank 0.00% No change 156 $941
Clark Wealth Partners 0.00% Reduce -76.9% 150 $905
Lodestone Wealth Management LLC 0.00% No change 150 $905
Kilter Group LLC 0.00% No change 150 $905
Darwin Wealth Management, LLC 0.00% No change 135 $814
Wealth Enhancement Trust Services, Inc. 0.00% New 135 $814
Mosley Wealth Management 0.00% New 104 $792
Basepoint Wealth LLC 0.00% No change 125 $754
Abound Wealth Management 0.00% Add +392.0% 123 $742
Raffa Wealth Management, LLC 0.00% No change 107 $645
Essential Investment Partners LLC 0.00% No change 100 $603
Frazier Financial Advisors, LLC 0.00% New 100 $603
Costello Asset Management, INC 0.00% No change 100 $603
Lloyd Advisory Services, LLC. 0.00% Reduce -60.9% 100 $603
Kingdom Financial Group LLC. 0.00% New 100 $603
LRI Investments, LLC 0.00% No change 100 $603
Lanark Financial, Inc. 0.00% No change 100 $603
Gen-Wealth Partners Inc 0.00% New 84 $507
Oakworth Capital, Inc. 0.00% No change 80 $482
Fifth Third Bancorp 0.00% No change 77 $464
Clearstead Advisors, LLC 0.00% No change 77 $462
JFS Wealth Advisors, LLC 0.00% No change 75 $453
Hilton Head Capital Partners, LLC 0.00% Add +263.2% 69 $416
Godfrey Financial Associates, Inc. 0.00% No change 55 $332
Bartlett & Co. Wealth Management LLC 0.00% No change 50 $304
Evolution Wealth Management Inc. 0.00% No change 50 $302
Murphy & Mullick Capital Management Corp 0.00% No change 50 $302
Sunbelt Securities, Inc. 0.00% No change 50 $302
Thompson Investment Management, Inc. 0.00% No change 50 $301
Copia Wealth Management 0.00% No change 30 $181
American Capital Advisory, LLC 0.00% No change 29 $175
Pacifica Partners Inc. 0.00% No change 25 $151
Gill Capital Partners, LLC 0.00% New 25 $151
Scarborough Advisors, LLC 0.00% Reduce -46.5% 23 $139
Financial Perspectives, Inc 0.00% No change 22 $133
SJS Investment Consulting Inc. 0.00% No change 20 $121
Louisbourg Investments Inc. 0.00% No change 16 $96
Leo H. Evart, Inc. 0.00% — 15 $90
Bear Mountain Capital, Inc. 0.00% No change 10 $67
Sound Income Strategies, LLC 0.00% No change 10 $62
Bradley & Co. Private Wealth Management, LLC 0.00% No change 9 $54
Trifecta Capital Advisors, LLC 0.00% New 4 $25
Twin Peaks Wealth Advisors, LLC 0.00% New 4 $24
Albion Financial Group 0.00% No change 2 $13
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.