Nio Inc. - ADRNIO

13F holders, Q2 2026 (June 30)
423holders −11
48new positions
62sold out
8famous investors
$5.06avg. 13F price*

At the end of Q2 2026, 423 institutions reported holding Nio Inc. - ADR (NIO) in their 13F filings, down 11 from Q1 2026. 48 opened new positions and 62 sold out. The largest holders were Morgan Stanley ($138.7M), UBS Group AG ($97.5M) and Bank of America Corp. ($96.1M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions48$43.8M
Exits62$27.9M

All 13F filers, Q1 2026 → Q2 2026: 61,074,650 shares bought and 67,753,428 shares sold, net −6,678,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 423 holders

Morgan Stanley 0.01% Add +86.2% 27,411,634 $138.7M
UBS Group AG 0.02% Add +56.1% 19,271,326 $97.5M
Bank of America Corp. 0.01% Add +33.5% 18,998,920 $96.1M
D. E. Shaw & Co. 0.06% Reduce -52.5% 18,204,968 $92.1M
Renaissance Technologies 0.11% Add +11.8% 16,161,048 $81.8M
Goldman Sachs Group Inc. 0.01% Add +12.1% 15,446,712 $78.2M
Aspex Management (HK) Ltd 0.75% No change 13,141,609 $66.5M
BNP Paribas Financial Markets 0.03% Reduce -7.1% 12,397,069 $62.7M
BlackRock, Inc. 0.00% Reduce -11.8% 9,461,793 $47.9M
Two Sigma Investments, LP 0.04% Reduce -32.3% 9,031,336 $45.7M
Citadel Advisors 0.03% Reduce -33.8% 8,759,358 $44.3M
Susquehanna International Group, LLP 0.04% Add +268.9% 8,292,496 $42.0M
Millennium Management 0.02% Add +495.7% 6,785,809 $34.3M
Mackenzie Financial Corp. 0.03% Add +122.5% 6,153,021 $31.1M
Legal & General Group Plc 0.01% Reduce -6.1% 5,624,516 $28.5M
State Street Corp. 0.00% Add +11.8% 4,810,903 $24.3M
Marshall Wace, LLP 0.02% Reduce -43.4% 4,733,908 $24.0M
Assenagon Asset Management S.A. 0.02% New 3,756,576 $19.0M
Ghisallo Capital Management LLC 0.43% Reduce -12.5% 3,500,000 $17.7M
Point72 Asset Management 0.03% Reduce -49.0% 3,382,983 $17.1M
Invesco Ltd. 0.00% Add +0.3% 3,129,388 $15.8M
JPMorgan Chase & Co. 0.00% Reduce -59.0% 2,688,359 $13.3M
IMC-Chicago, LLC 0.12% Add +120.4% 2,572,872 $13.0M
Barclays PLC 0.00% Add +203.9% 2,541,379 $12.9M
SG Americas Securities, LLC 0.01% Reduce -56.7% 2,174,803 $11.0M
Voloridge Investment Management, LLC 0.04% Reduce -68.7% 1,985,984 $10.0M
Old Mission Capital LLC 0.24% Add +7.3% 1,887,802 $9.6M
HSBC Holdings PLC 0.00% Add +651.5% 1,600,640 $8.1M
Clear Street Group Inc. 0.03% Add +48.5% 1,564,708 $7.9M
Jane Street Group, LLC 0.00% Reduce -72.4% 1,517,985 $7.7M
Natixis 0.03% Reduce -11.3% 1,444,106 $7.3M
DekaBank Deutsche Girozentrale 0.01% No change 1,301,518 $7.1M
Trexquant Investment LP 0.04% Reduce -40.0% 1,373,430 $6.9M
Walleye Trading LLC 0.09% Reduce -11.1% 1,309,429 $6.6M
Lazard Asset Management LLC 0.01% New 1,218,260 $6.2M
American Century Companies Inc. 0.00% Reduce -3.4% 1,157,721 $5.9M
HRT Financial LP 0.01% Add +79.7% 1,057,366 $5.3M
Capital Markets Trading UK LLP 3.48% Add +476.2% 962,077 $4.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +5.1% 916,146 $4.6M
Simplex Trading, LLC 0.12% New 907,758 $4.6M
Qube Research & Technologies Ltd 0.00% Add +1338.6% 849,748 $4.3M
Aviva PLC 0.01% Reduce -1.3% 834,284 $4.2M
Storebrand Asset Management As 0.01% Add +1.2% 734,744 $3.7M
Leonteq Securities AG 0.21% Add +83.3% 693,140 $3.5M
Group One Trading LLC 0.10% Reduce -25.4% 688,007 $3.5M
Citigroup Inc. 0.00% Add +37.7% 680,573 $3.4M
Capital Fund Management S.A. 0.02% New 636,116 $3.2M
J. Safra Sarasin Holding AG 0.05% New 621,601 $3.1M
XY Capital Ltd 3.27% Add +26.5% 562,296 $2.8M
DV Equities, LLC 0.40% — 548,073 $2.8M
Baker Avenue Asset Management, LP 0.05% Reduce -0.3% 543,197 $2.7M
Van Eck Associates Corp. 0.00% Add +0.8% 492,784 $2.5M
Tidal Investments LLC 0.01% Reduce -19.8% 481,573 $2.4M
NINE MASTS CAPITAL Ltd 0.34% No change 474,500 $2.4M
KBC Group NV 0.01% Reduce -19.2% 471,838 $2.4M
Swedbank AB 0.00% Add +9.8% 465,821 $2.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +25.7% 451,100 $2.3M
Marex Group Ltd 0.02% Add +35.1% 444,105 $2.2M
DRW Securities, LLC 0.12% Add +201.9% 404,649 $2.0M
LPL Financial LLC 0.00% Reduce -1.2% 399,809 $2.0M
CMT Capital Markets Trading GmbH 0.98% New 370,762 $1.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -6.0% 367,214 $1.9M
FMR LLC 0.00% Add +2.2% 362,063 $1.8M
Northern Trust Corp. 0.00% Reduce -7.2% 352,454 $1.8M
Deutsche Bank AG 0.00% Reduce -17.9% 341,698 $1.7M
Electron Capital Partners, LLC 0.06% New 284,515 $1.4M
Verition Fund Management LLC 0.01% Reduce -78.8% 269,000 $1.4M
SBI Securities Co., Ltd. 0.03% Reduce -23.1% 244,780 $1.2M
Polymer Capital Management (HK) LTD 0.12% Add +144.2% 239,100 $1.2M
LMR Partners LLP 0.01% Reduce -35.4% 221,300 $1.1M
Profund Advisors LLC 0.03% Add +1.8% 209,428 $1.1M
Alliance Wealth Advisors, LLC 0.40% No change 200,000 $1.0M
Diametric Capital, LP 0.11% Reduce -12.3% 197,112 $997K
DNB Asset Management AS 0.00% Reduce -11.5% 194,288 $983K
Nykredit A/S 0.00% — 190,585 $964K
Rathbones Group PLC 0.00% Reduce -1.9% 188,514 $954K
Russell Investments Group, Ltd. 0.00% Reduce -81.8% 184,833 $933K
Dymon Asia Capital (singapore) Pte. LTD. 0.15% New 183,400 $928K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 181,351 $918K
Fisher Asset Management 0.00% Reduce -33.2% 179,346 $907K
Creative Planning 0.00% Reduce -9.6% 172,924 $875K
Mariner, LLC 0.00% Add +10.0% 160,914 $814K
Quadrature Capital Ltd 0.01% Reduce -89.3% 160,302 $811K
XTX Topco Ltd 0.01% Add +552.4% 156,162 $790K
Advisors Asset Management, Inc. 0.01% Add +5.1% 154,554 $782K
Commonwealth Equity Services, LLC 0.00% Add +2.8% 153,444 $776K
Engineers Gate Manager LP 0.01% Add +2.4% 152,990 $774K
Vontobel Holding Ltd. 0.00% Reduce -36.7% 152,163 $770K
Raymond James Financial Inc. 0.00% Reduce -18.6% 148,147 $750K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -15.4% 147,213 $745K
Vident Advisory, LLC 0.01% Reduce -2.3% 136,540 $691K
Oppenheimer & Co. Inc. 0.01% Add +55.3% 131,936 $668K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -7.5% 123,000 $622K
Quadrant Capital Group LLC 0.02% Reduce -2.2% 118,702 $601K
Royal Bank of Canada 0.00% Add +11.9% 112,106 $567K
Osaic Holdings, Inc. 0.00% Add +16.4% 110,410 $559K
Alliancebernstein L.P. 0.00% Add +52.0% 91,581 $552K
Hoffman, Alan N Investment Management 0.33% Add +44.0% 108,999 $552K
Nuveen, LLC 0.00% New 108,188 $547K
Wells Fargo & Company 0.00% Reduce -6.2% 105,631 $534K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.5% 99,971 $506K
Cobblestone Asset Management LLC 0.21% Add +6.5% 98,248 $497K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -27.0% 95,467 $483K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -1.4% 95,464 $479K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -5.4% 91,141 $461K
Meridian Wealth Management, LLC 0.01% No change 88,407 $447K
Cetera Investment Advisers 0.00% Reduce -8.0% 85,495 $433K
Axim Planning & Wealth 0.61% Reduce -32.4% 85,404 $432K
US Bancorp \de 0.00% Reduce -5.1% 80,104 $405K
Bank of Montreal 0.00% Reduce -70.4% 78,765 $399K
Federation des caisses Desjardins du Quebec 0.00% Reduce -14.0% 78,057 $395K
180 Wealth Advisors, LLC 0.04% Reduce -2.8% 77,784 $394K
First Trust Advisors LP 0.00% Reduce -14.2% 77,508 $392K
Vise Technologies, Inc. 0.00% Add +445.5% 75,311 $381K
China Universal Asset Management Co., Ltd. 0.02% No change 75,000 $380K
Coppell Advisory Solutions LLC 0.03% New 250 $379K
O'shaughnessy Asset Management, LLC 0.00% Add +0.8% 73,081 $370K
PFG Investments, LLC 0.01% Reduce -1.8% 72,595 $367K
Ballentine Partners, LLC 0.00% Add +48.1% 72,244 $366K
Havemeyer Place LP 0.03% New 69,381 $351K
Savant Capital, LLC 0.00% Add +79.2% 62,624 $350K
PNC Financial Services Group, Inc. 0.00% Add +0.6% 68,906 $349K
HighTower Advisors, LLC 0.00% Add +15.7% 68,866 $348K
Centiva Capital, LP 0.01% Reduce -15.7% 66,368 $336K
Hantz Financial Services, Inc. 0.00% Reduce -18.1% 64,858 $328K
Ethic Inc. 0.00% Add +6.0% 61,012 $309K
PKO Investment Management Joint-Stock Co 0.02% No change 60,000 $304K
Sanctuary Advisors, LLC 0.00% Reduce -7.2% 59,706 $302K
Compound Planning, Inc. 0.01% Reduce -5.9% 59,312 $300K
Boothbay Fund Management, LLC 0.01% Add +22.5% 59,246 $300K
Rockefeller Capital Management L.P. 0.00% Reduce -6.7% 57,610 $292K
Calamos Advisors LLC 0.00% No change 56,190 $284K
Virtu Financial LLC 0.01% Reduce -74.6% 52,963 $268K
Private Advisor Group, LLC 0.00% Add +2.9% 52,754 $267K
Almanack Investment Partners, LLC. 0.03% New 51,882 $263K
Macquarie Group Ltd. 0.00% Reduce -37.5% 50,256 $254K
FNY Investment Advisers, LLC 0.09% Reduce -11.5% 50,000 $253K
Cerity Partners LLC 0.00% Reduce -1.8% 49,629 $251K
Toronto Dominion Bank 0.00% Reduce -67.2% 49,558 $251K
WCG Wealth Advisors LLC 0.01% Reduce -9.8% 49,423 $250K
Corient Private Wealth LP 0.00% Add +11.0% 46,441 $235K
IPG Investment Advisors LLC 0.03% Reduce -9.9% 44,614 $226K
Crossmark Global Holdings, Inc. 0.00% Add +7.1% 42,842 $217K
Xponance LLC 0.00% Add +23.9% 42,641 $216K
Marathon Trading Investment Management LLC 0.02% Reduce -4.4% 41,120 $208K
Capstone Investment Advisors, LLC 0.00% Add +17.5% 40,408 $204K
Quantbot Technologies LP 0.01% Reduce -41.0% 39,453 $200K
Mgo One Seven LLC 0.00% Add +0.0% 38,096 $193K
Jain Global LLC 0.00% New 37,797 $191K
Kestra Advisory Services, LLC 0.00% Add +6.7% 37,750 $191K
QRG Capital Management, Inc. 0.00% Add +24.2% 37,156 $188K
Sowell Financial Services LLC 0.01% New 36,954 $187K
Fortress Private Ledger, LLC 0.05% No change 36,877 $187K
Optiver Holding B.V. 0.00% New 34,845 $176K
Ameriprise Financial Inc. 0.00% Add +5.7% 34,784 $176K
Aerodigm Wealth, LLC 0.06% No change 34,225 $173K
Fideuram Asset Management (Ireland) dac 0.00% New 29,029 $173K
Insigneo Advisory Services, LLC 0.01% Add +29.8% 33,937 $172K
Bridgefront Capital, LLC 0.05% New 33,921 $172K
Forum Finance Group S.A. 0.06% Add +4.7% 41,880 $171K
Balyasny Asset Management L.P. 0.00% Reduce -85.5% 33,634 $170K
High Probability Advisors, LLC 0.02% Reduce -10.3% 33,195 $168K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.2% 33,016 $167K
National Bank of Canada 0.00% Add +7.3% 32,007 $162K
Allianz Asset Management GmbH 0.00% No change 31,521 $159K
Prospera Financial Services Inc 0.00% Add +20.6% 30,315 $153K
Signaturefd, LLC 0.00% Reduce -24.5% 30,177 $153K
Focus Partners Advisor Solutions, LLC 0.00% Add +17.5% 29,605 $150K
Farther Finance Advisors, LLC 0.00% Reduce -0.6% 29,062 $147K
Axq Capital, LP 0.02% Reduce -48.7% 28,715 $145K
Lido Advisors, LLC 0.00% Reduce -2.3% 28,669 $145K
Cibc World Market Inc. 0.00% Reduce -1.7% 28,391 $144K
Parallel Advisors, LLC 0.00% Reduce -4.9% 28,304 $143K
Mercer Global Advisors Inc. 0.00% Add +113.9% 27,979 $142K
Ausdal Financial Partners, Inc. 0.01% Reduce -7.0% 27,707 $140K
TD Waterhouse Canada Inc. 0.00% Add +20.9% 28,172 $140K
Cigna Investments Inc. 0.02% No change 27,498 $139K
JTC Employer Solutions Trustee Ltd 0.01% No change 27,400 $139K
Squarepoint Ops LLC 0.00% Reduce -97.0% 27,388 $139K
Pathstone Holdings, LLC 0.00% Add +5.3% 27,002 $136K
Jones Financial Companies LLLP 0.00% Add +28.4% 27,711 $135K
AQR Capital Management 0.00% New 25,309 $128K
Berman McAleer LLC 0.01% No change 25,000 $127K
Credit Agricole S A 0.00% New 24,947 $126K
Sei Investments Co. 0.00% Add +113.7% 24,873 $126K
SteelPeak Wealth, LLC 0.00% Reduce -4.5% 24,704 $125K
Prosperity Financial Group, Inc. 0.04% Add +0.3% 24,475 $124K
Guggenheim Capital LLC 0.00% Reduce -16.4% 24,452 $124K
Wealthspire Advisors, LLC 0.00% Add +70.1% 24,264 $123K
Panagora Asset Management Inc. 0.00% No change 24,129 $122K
Wellspring Financial Advisors, LLC 0.01% No change 24,112 $122K
Trilogy Capital Inc. 0.00% Reduce -78.4% 23,756 $120K
EFG International AG 0.00% No change 23,390 $118K
Harvest Fund Management Co., Ltd 0.00% Reduce -68.2% 23,300 $118K
State of Michigan Retirement System 0.00% New 23,201 $117K
Magnetar Financial LLC 0.00% Reduce -34.9% 21,956 $111K
Kovack Advisors, Inc. 0.01% New 22,180 $110K
Franklin Resources Inc. 0.00% Add +28.3% 21,729 $110K
Truist Financial Corp. 0.00% Add +7.5% 21,718 $110K
Sequoia Financial Advisors, LLC 0.00% Reduce -59.7% 20,700 $105K
STG Securities, LLC 0.11% — 20,583 $104K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +66.0% 20,126 $100K
Dimensional Fund Advisors LP 0.00% Add +5.0% 19,657 $99K
Equitable Holdings, Inc. 0.00% Reduce -31.8% 19,442 $98K
MCF Advisors LLC 0.00% Reduce -17.7% 19,245 $97K
Orion Porfolio Solutions, LLC 0.00% Reduce -9.3% 18,945 $96K
Allspring Global Investments Holdings, LLC 0.00% Add +27.6% 19,698 $95K
PDS Planning, Inc 0.01% Add +0.7% 18,657 $94K
StoneCrest Wealth Management, Inc. 0.03% Add +65.9% 18,577 $94K
Callan Family Office, LLC 0.00% Reduce -9.6% 18,164 $92K
Glenmede Trust Co. NA 0.00% Reduce -18.4% 18,013 $91K
Integrated Wealth Concepts LLC 0.00% Reduce -29.4% 17,825 $90K
Greenwich Wealth Management LLC 0.00% Reduce -6.4% 17,550 $89K
Ieq Capital, LLC 0.00% Reduce -8.2% 17,308 $88K
Traynor Capital Management, Inc. 0.00% Reduce -18.7% 16,974 $86K
Victory Financial Group, LLC 0.01% Reduce -16.2% 16,780 $85K
PCM Encore, LLC 0.01% Add +0.3% 16,133 $82K
Modern Wealth Management, LLC 0.00% Add +1.4% 15,498 $78K
Compagnie Lombard Odier SCmA 0.00% No change 15,393 $78K
First Heartland Consultants, Inc. 0.01% No change 14,108 $77K
West Family Investments, Inc. 0.02% Reduce -43.1% 15,218 $77K
Tradition Wealth Management, LLC 0.00% Add +0.1% 15,216 $77K
OneDigital Investment Advisors LLC 0.00% No change 15,050 $76K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -25.0% 15,000 $76K
Thrivent Financial for Lutherans 0.00% No change 14,820 $75K
Prelude Capital Management, LLC 0.01% Reduce -57.1% 14,665 $74K
Pure Financial Advisors, LLC 0.00% New 14,154 $72K
Gotham Asset Management 0.00% No change 13,902 $70K
Spartan Wealth Advisory Services LLC 0.01% No change 13,646 $69K
Optas, LLC 0.01% Reduce -1.5% 13,294 $67K
RFG Advisory, LLC 0.00% Reduce -2.1% 13,095 $66K
Hedeker Wealth, LLC 0.01% Add +0.0% 12,508 $63K
Huntington National Bank 0.00% Reduce -1.7% 12,491 $63K
Beacon Pointe Advisors, LLC 0.00% Reduce -9.0% 12,286 $62K
Focus Partners Wealth 0.00% Reduce -79.5% 12,153 $61K
Sava Infond d.o.o. 0.00% No change 12,000 $61K
EP Wealth Advisors, LLC 0.00% New 11,935 $60K
Frec Markets, Inc. 0.01% Add +13.7% 11,769 $60K
V-Square Quantitative Management LLC 0.01% Reduce -14.8% 11,680 $59K
MML Investors Services, LLC 0.00% Add +11.5% 11,672 $59K
Atlantic Union Bankshares Corp 0.00% No change 11,653 $59K
AlphaCore Capital LLC 0.00% New 11,524 $58K
Clarity Wealth Advisors, LLC 0.01% No change 11,500 $58K
Onyx Bridge Wealth Group LLC 0.01% Add +7.0% 11,483 $58K
Bank of Nova Scotia 0.00% Add +1.9% 11,481 $58K
Wedbush Securities Inc. 0.00% Add +4.7% 11,242 $57K
NewEdge Advisors, LLC 0.00% Add +2045.0% 11,261 $57K
Gladstone Institutional Advisory LLC 0.00% No change 11,193 $57K
Fox Run Management, L.L.C. 0.01% Reduce -61.0% 10,973 $56K
Perigon Wealth Management, LLC 0.00% Add +3.7% 10,962 $55K
HB Wealth Management, LLC 0.00% Reduce -10.2% 10,955 $55K
Independent Financial Group, LLC 0.00% Add +5.3% 10,919 $55K
Walleye Capital LLC 0.00% Reduce -93.0% 10,826 $55K
Allworth Financial LP 0.00% Reduce -6.3% 10,696 $54K
SIH Partners, LLLP 0.00% No change 10,600 $54K
United Capital Financial Advisors, LLC 0.00% New 10,451 $53K
Great Valley Advisor Group, Inc. 0.00% Reduce -14.2% 10,355 $53K
SeaCrest Wealth Management, LLC 0.01% No change 10,368 $52K
Laurel Oak Wealth Management, LLC 0.01% No change 10,291 $52K
Aberdeen Group plc 0.00% No change 10,020 $51K
Wealth Enhancement Advisory Services, LLC 0.00% New 10,594 $51K
Aries Wealth Management 0.01% No change 10,000 $51K
Glen Eagle Advisors, LLC 0.01% No change 10,000 $51K
Westfuller Advisors, LLC 0.02% Reduce -14.8% 9,952 $50K
Basecamp Wealth Advisors LLC 0.01% Add +37.4% 9,882 $50K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.6% 9,700 $49K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.01% No change 9,486 $48K
Rhumbline Advisers 0.00% Reduce -0.5% 9,458 $48K
Decker Retirement Planning Inc. 0.02% New 9,049 $46K
Wellington-Altus USA Inc. 0.03% New 7,000 $42K
MV Capital Management, Inc. 0.00% No change 8,303 $42K
Arax Advisory Partners 0.00% Add +352.0% 8,127 $41K
Eurizon Capital SGR S.p.A. 0.00% No change 8,125 $41K
Global Retirement Partners, LLC 0.00% — 6,758 $34K
Persistent Asset Partners Ltd 0.01% New 6,750 $34K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 6,673 $33K
SOA Wealth Advisors, LLC. 0.01% Add +1.8% 30,968 $31K
NFSG Corp 0.00% Add +9.1% 6,000 $30K
Harbour Investments, Inc. 0.00% Reduce -2.9% 5,990 $30K
Evelyn Partners Group Ltd 0.00% — 5,460 $28K
Acadian Asset Management LLC 0.00% Reduce -99.5% 5,492 $27K
EverSource Wealth Advisors, LLC 0.00% Reduce -40.4% 4,779 $24K
Global X Japan Co., Ltd. 0.00% Add +37.1% 4,625 $23K
North Star Investment Management Corp. 0.00% Reduce -10.5% 4,200 $21K
Duncker Streett & Co. Inc. 0.00% No change 4,000 $20K
Capula Management Ltd 0.00% New 3,911 $20K
Strengthening Families & Communities, LLC 0.00% No change 3,356 $17K
Assetmark, Inc. 0.00% Add +83.8% 3,027 $15K
Bfsg, LLC 0.00% No change 3,000 $15K
N.E.W. Advisory Services LLC 0.00% No change 2,925 $15K
Caitong International Asset Management Co., Ltd 0.00% Reduce -98.6% 2,816 $14K
Covestor Ltd 0.01% No change 2,517 $13K
Quent Capital, LLC 0.00% No change 2,500 $13K
Financial Consulate, Inc. 0.00% Add +46.3% 2,178 $11K
BNP Paribas 0.00% No change 2,150 $11K
Center for Financial Planning, Inc. 0.00% No change 1,975 $10K
Valley Wealth Managers, Inc. 0.00% No change 1,819 $9K
Foundations Investment Advisors, LLC 0.00% New 1,733 $9K
Ancora Advisors LLC 0.00% Reduce -2.6% 1,656 $8K
HHM Wealth Advisors, LLC 0.00% No change 1,615 $8K
Ameritas Advisory Services, LLC 0.00% New 1,580 $8K
AdvisorNet Financial, Inc 0.00% No change 1,544 $8K
Smartleaf Asset Management LLC 0.00% No change 1,576 $8K
Ares Financial Consulting, LLC 0.01% No change 1,500 $8K
SLT Holdings LLC 0.00% New 1,500 $8K
IFP Advisors, Inc 0.00% Add +467.1% 1,497 $8K
Blue Trust, Inc. 0.00% Add +17.9% 1,411 $7K
Cornerstone Planning Group LLC 0.00% No change 1,475 $7K
Institute for Wealth Management, LLC. 0.00% New 1,300 $7K
SHP Wealth Management 0.00% No change 1,254 $6K
Compass Financial Management LLC 0.00% — 1,300 $6K
KERR FINANCIAL PLANNING Corp 0.01% No change 1,214 $6K
Brown, Lisle/Cummings, Inc. 0.00% No change 1,200 $6K
Signature Equity Partners, LLC 0.00% No change 1,115 $6K
McDonald Partners LLC 0.00% New 1,009 $5K
Sachetta, LLC 0.00% No change 1,000 $5K
Quaker Wealth Management, LLC 0.00% No change 1,000 $5K
Rothschild Investment LLC 0.00% No change 1,000 $5K
Trust Co. of Vermont 0.00% — 1,000 $5K
Purpose Unlimited Inc. 0.00% No change 1,000 $5K
Capital Advisors, Ltd. LLC 0.00% No change 1,000 $5K
Union Bancaire Privee, UBP SA 0.00% No change 1,000 $5K
Creative Financial Designs Inc. 0.00% No change 950 $5K
Security National Bank of Sioux City Iowa 0.00% New 900 $5K
Hurley Capital, LLC 0.00% No change 733 $4K
Archer Investment Corp 0.00% Reduce -98.5% 678 $3K
Bell Investment Advisors, Inc 0.00% Reduce -38.6% 675 $3K
Golden State Wealth Management, LLC 0.00% No change 641 $3K
Larson Financial Group LLC 0.00% Reduce -37.6% 639 $3K
Aventura Private Wealth, LLC 0.00% No change 623 $3K
Highline Wealth Partners LLC 0.00% Reduce -25.5% 563 $3K
Markowski Investments 0.00% — 551 $3K
Medallion Wealth Advisors, LLC 0.00% No change 549 $3K
Cape Investment Advisory, Inc. 0.00% New 540 $3K
Geneos Wealth Management Inc. 0.00% No change 522 $3K
CoreCap Advisors, LLC 0.00% No change 516 $3K
Glass Jacobson Investment Advisors llc 0.00% Reduce -66.7% 500 $3K
City Holding Co. 0.00% No change 500 $3K
UMB Bank, n.a. 0.00% No change 500 $3K
Eastern Bank 0.00% Add +216.7% 494 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -97.1% 485 $2K
Bullock Wealth Management Group 0.00% No change 478 $2K
Bogart Wealth, LLC 0.00% Add +27.9% 458 $2K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 451 $2K
Spire Wealth Management 0.00% Reduce -88.2% 400 $2K
Bessemer Group Inc. 0.00% No change 403 $2K
Parkside Financial Bank & Trust 0.00% No change 364 $2K
Tradewinds Capital Management, LLC 0.00% No change 357 $2K
Pioneer Family Office, LLC 0.00% No change 350 $2K
Clearstead Advisors, LLC 0.00% Add +354.6% 350 $2K
Fiduciary Financial Advisors 0.00% New 333 $2K
Nisa Investment Advisors, LLC 0.00% Add +1.0% 314 $2K
Harbor Investment Advisory, LLC 0.00% No change 301 $2K
Aspect Partners, LLC 0.00% Reduce -73.5% 300 $2K
City State Bank 0.00% No change 300 $2K
Acumen Wealth Advisors, LLC 0.00% No change 300 $2K
Wolff Wiese Magana LLC 0.00% Reduce -79.2% 262 $1K
New England Capital Financial Advisors LLC 0.00% New 262 $1K
Stone House Investment Management, LLC 0.00% Add +25.2% 258 $1K
Lloyd Advisory Services, LLC. 0.00% Add +156.0% 256 $1K
Mechanics Financial Corp 0.00% No change 250 $1K
Rakuten Securities, Inc. 0.00% Reduce -30.6% 250 $1K
Princeton Global Asset Management LLC 0.00% No change 250 $1K
Heritage Wealth Advisors 0.00% No change 243 $1K
Allied Private Wealth LLC 0.00% — 250 $1K
Stance Capital LLC 0.00% No change 235 $1K
Cedar Mountain Advisors, LLC 0.00% No change 212 $1K
Financial Life Planners 0.00% No change 207 $1K
Sittner & Nelson, LLC 0.00% No change 200 $1K
Hollencrest Capital Management 0.00% No change 200 $1K
Centerpoint Advisors, LLC 0.00% No change 250 $1K
Winthrop Capital Management, LLC 0.00% No change 174 $1K
TrinityBridge Ltd 0.00% No change 181 $1K
JFS Wealth Advisors, LLC 0.00% Add +152.0% 189 $957
Atwood & Palmer Inc. 0.00% Reduce -7.9% 175 $886
Investors Research Corp 0.00% No change 160 $810
Rossby Financial, LCC 0.00% Reduce -0.7% 151 $764
Clark Wealth Partners 0.00% No change 150 $759
Lodestone Wealth Management LLC 0.00% No change 150 $759
Physician Wealth Advisors, Inc. 0.00% Reduce -50.3% 146 $739
LRI Investments, LLC 0.00% Add +44.0% 144 $729
Continuum Advisory, LLC 0.00% New 137 $693
Darwin Wealth Management, LLC 0.00% No change 135 $683
Wealth Enhancement Trust Services, Inc. 0.00% No change 135 $683
Basepoint Wealth LLC 0.00% No change 125 $633
Wilmington Savings Fund Society, FSB 0.00% Reduce -50.0% 117 $592
Cassaday & Co Wealth Management LLC 0.00% Reduce -45.0% 110 $557
Raffa Wealth Management, LLC 0.00% No change 107 $541
Mosley Wealth Management 0.00% No change 104 $526
Essential Investment Partners LLC 0.00% No change 100 $506
Costello Asset Management, INC 0.00% No change 100 $506
Kingdom Financial Group LLC. 0.00% No change 100 $506
Lanark Financial, Inc. 0.00% No change 100 $506
Cornerstone Financial Management LLC 0.00% New 92 $466
Tounjian Advisory Partners, LLC 0.00% New 92 $466
Gen-Wealth Partners Inc 0.00% No change 84 $425
Planning Strategies Inc. 0.00% — 80 $405
Oakworth Capital, Inc. 0.00% No change 80 $398
Fifth Third Bancorp 0.00% No change 77 $390
Advocate Investing Services LLC 0.00% New 69 $349
Hilton Head Capital Partners, LLC 0.00% No change 69 $349
Silver Grove Financial Group, Inc. 0.00% New 67 $339
Godfrey Financial Associates, Inc. 0.00% No change 55 $278
Evolution Wealth Management Inc. 0.00% No change 50 $253
Bartlett & Co. Wealth Management LLC 0.00% No change 50 $253
Versant Capital Management, Inc 0.00% New 49 $248
IFG Advisory, LLC 0.00% New 41 $207
Copia Wealth Management 0.00% No change 30 $152
American Capital Advisory, LLC 0.00% No change 29 $147
Gill Capital Partners, LLC 0.00% No change 25 $127
Pacifica Partners Inc. 0.00% No change 25 $120
Financial Perspectives, Inc 0.00% No change 22 $111
Chelsea Counsel Co. 0.00% New 20 $102
SJS Investment Consulting Inc. 0.00% No change 20 $102
Abound Wealth Management 0.00% Reduce -83.7% 20 $102
Louisbourg Investments Inc. 0.00% No change 16 $81
Leo H. Evart, Inc. 0.00% No change 15 $76
Bear Mountain Capital, Inc. 0.00% No change 10 $50
NORTHSTAR ASSET MANAGEMENT Co 0.00% New 10 $45
Bradley & Co. Private Wealth Management, LLC 0.00% No change 9 $45
Strategic Wealth Partners, Ltd. 0.00% Reduce -97.9% 5 $25
Albion Financial Group 0.00% No change 2 $11
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.