NIO Inc. (NIO) — Institutional Holders, Q2 2026 (page 4)
442 institutional investment managers reported a NIO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NIO 13F holders ranked 301–400 of 442
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Global X Japan , Ltd.#301 · 4,625 sh | 4,625 | $23.4K | — | +37.1% |
| 302 | North Star Investment Management#302 · 4,200 sh | 4,200 | $21.3K | — | -10.5% |
| 303 | DUNCKER STREETT#303 · 4,000 sh | 4,000 | $20.2K | — | 0.0% |
| 304 | Capula Management Ltd#304 · 3,911 sh | 3,911 | $19.8K | <0.01% | New |
| 305 | Strengthening Families & Communities#305 · 3,356 sh | 3,356 | $17.0K | — | 0.0% |
| 306 | ASSETMARK#306 · 3,027 sh | 3,027 | $15.3K | — | +83.8% |
| 307 | BFSG#307 · 3,000 sh | 3,000 | $15.2K | <0.01% | 0.0% |
| 308 | N.E.W. Advisory Services#308 · 2,925 sh | 2,925 | $14.8K | <0.01% | 0.0% |
| 309 | Caitong International Asset Management , Ltd#309 · 2,816 sh | 2,816 | $14.2K | <0.01% | -98.6% |
| 310 | Covestor Ltd#310 · 2,517 sh | 2,517 | $13.0K | <0.01% | 0.0% |
| 311 | Quent Capital#311 · 2,500 sh | 2,500 | $12.7K | <0.01% | 0.0% |
| 312 | FINANCIAL CONSULATE#312 · 2,178 sh | 2,178 | $11.0K | — | +46.3% |
| 313 | BNP PARIBAS#313 · 2,150 sh | 2,150 | $10.9K | <0.01% | 0.0% |
| 314 | Center for Financial Planning#314 · 1,975 sh | 1,975 | $10.0K | — | 0.0% |
| 315 | VALLEY WEALTH MANAGERS#315 · 1,819 sh | 1,819 | $9.2K | — | 0.0% |
| 316 | Foundations Investment Advisors#316 · 1,733 sh | 1,733 | $8.8K | <0.01% | New |
| 317 | Ancora Advisors#317 · 1,656 sh | 1,656 | $8.4K | <0.01% | -2.6% |
| 318 | HHM Wealth Advisors#318 · 1,615 sh | 1,615 | $8.2K | <0.01% | 0.0% |
| 319 | Ameritas Advisory Services#319 · 1,580 sh | 1,580 | $8.0K | <0.01% | New |
| 320 | AdvisorNet Financial#320 · 1,544 sh | 1,544 | $7.8K | — | 0.0% |
| 321 | Smartleaf Asset Management#321 · 1,576 sh | 1,576 | $7.8K | <0.01% | 0.0% |
| 322 | SLT#322 · 1,500 sh | 1,500 | $7.6K | — | New |
| 323 | Ares Financial Consulting#323 · 1,500 sh | 1,500 | $7.6K | — | 0.0% |
| 324 | IFP Advisors#324 · 1,497 sh | 1,497 | $7.6K | — | +467.0% |
| 325 | Ronald Blue#325 · 1,411 sh | 1,411 | $7.1K | — | +17.9% |
| 326 | Cornerstone Planning Group#326 · 1,475 sh | 1,475 | $6.9K | — | 0.0% |
| 327 | Institute for Wealth Management#327 · 1,300 sh | 1,300 | $6.6K | <0.01% | New |
| 328 | SHP Wealth Management#328 · 1,254 sh | 1,254 | $6.3K | <0.01% | 0.0% |
| 329 | COMPASS FINANCIAL MANAGEMENT#329 · 1,300 sh | 1,300 | $6.2K | <0.01% | — |
| 330 | KERR FINANCIAL PLANNING#330 · 1,214 sh | 1,214 | $6.1K | <0.01% | 0.0% |
| 331 | BROWN, LISLE/CUMMINGS#331 · 1,200 sh | 1,200 | $6.1K | — | 0.0% |
| 332 | Signature Equity Partners#332 · 1,115 sh | 1,115 | $5.6K | <0.01% | 0.0% |
| 333 | MCDONALD PARTNERS#333 · 1,009 sh | 1,009 | $5.1K | <0.01% | New |
| 334 | OF VERMONT#334 · 1,000 sh | 1,000 | $5.1K | — | — |
| 335 | Quaker Wealth Management#335 · 1,000 sh | 1,000 | $5.1K | — | 0.0% |
| 336 | Sachetta#336 · 1,000 sh | 1,000 | $5.1K | <0.01% | 0.0% |
| 337 | Purpose Unlimited#337 · 1,000 sh | 1,000 | $5.1K | <0.01% | 0.0% |
| 338 | ROTHSCHILD INVESTMENT#338 · 1,000 sh | 1,000 | $5.1K | <0.01% | 0.0% |
| 339 | Capital Advisors, Ltd.#339 · 1,000 sh | 1,000 | $5.0K | — | 0.0% |
| 340 | Union Bancaire Privee, UBP SA#340 · 1,000 sh | 1,000 | $5.0K | <0.01% | 0.0% |
| 341 | CREATIVE FINANCIAL DESIGNS#341 · 950 sh | 950 | $4.8K | <0.01% | 0.0% |
| 342 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#342 · 900 sh | 900 | $4.6K | <0.01% | New |
| 343 | Hurley Capital#343 · 733 sh | 733 | $3.7K | <0.01% | 0.0% |
| 344 | Parkside Financial Bank#344 · 728 sh | 728 | $3.7K | — | +100.0% |
| 345 | Archer Investment#345 · 678 sh | 678 | $3.4K | <0.01% | -98.5% |
| 346 | Bell Investment Advisors#346 · 675 sh | 675 | $3.4K | <0.01% | -38.6% |
| 347 | Golden State Wealth Management#347 · 641 sh | 641 | $3.2K | <0.01% | 0.0% |
| 348 | Larson Financial Group#348 · 639 sh | 639 | $3.2K | <0.01% | -37.6% |
| 349 | Aventura Private Wealth#349 · 623 sh | 623 | $3.2K | <0.01% | 0.0% |
| 350 | HIGHLINE WEALTH PARTNERS#350 · 563 sh | 563 | $2.8K | — | -25.5% |
| 351 | Markowski Investments#351 · 551 sh | 551 | $2.8K | <0.01% | — |
| 352 | Medallion Wealth Advisors#352 · 549 sh | 549 | $2.8K | <0.01% | 0.0% |
| 353 | Cape Investment Advisory#353 · 540 sh | 540 | $2.7K | — | New |
| 354 | Geneos Wealth Management#354 · 522 sh | 522 | $2.6K | <0.01% | 0.0% |
| 355 | CoreCap Advisors#355 · 516 sh | 516 | $2.6K | — | 0.0% |
| 356 | Glass Jacobson Investment Advisors#356 · 500 sh | 500 | $2.5K | — | -66.7% |
| 357 | CITY HOLDING#357 · 500 sh | 500 | $2.5K | — | 0.0% |
| 358 | UMB Bank, n.a.#358 · 500 sh | 500 | $2.5K | 0.00% | 0.0% |
| 359 | EASTERN BANK#359 · 494 sh | 494 | $2.5K | — | +216.7% |
| 360 | Tower Research Capital (TRC)#360 · 485 sh | 485 | $2.5K | <0.01% | -97.1% |
| 361 | Bullock Wealth Management Group#361 · 478 sh | 478 | $2.4K | — | 0.0% |
| 362 | Bogart Wealth#362 · 458 sh | 458 | $2.3K | <0.01% | +27.9% |
| 363 | Pinnacle Wealth Planning Services#363 · 451 sh | 451 | $2.3K | — | 0.0% |
| 364 | Spire Wealth Management#364 · 400 sh | 400 | $2.0K | <0.01% | -88.2% |
| 365 | BESSEMER GROUP#365 · 403 sh | 403 | $2.0K | 0.00% | 0.0% |
| 366 | Tradewinds Capital Management#366 · 357 sh | 357 | $1.8K | — | 0.0% |
| 367 | Pioneer Family Office#367 · 350 sh | 350 | $1.8K | <0.01% | 0.0% |
| 368 | Clearstead Advisors#368 · 350 sh | 350 | $1.8K | 0.00% | +354.5% |
| 369 | ACTION POINT FINANCIAL PLANNING#369 · 333 sh | 333 | $1.7K | <0.01% | New |
| 370 | NISA INVESTMENT ADVISORS#370 · 314 sh | 314 | $1.6K | — | +1.0% |
| 371 | HARBOR INVESTMENT ADVISORY#371 · 301 sh | 301 | $1.5K | — | 0.0% |
| 372 | City State Bank#372 · 300 sh | 300 | $1.5K | — | 0.0% |
| 373 | Acumen Wealth Advisors#373 · 300 sh | 300 | $1.5K | <0.01% | 0.0% |
| 374 | Aspect Partners#374 · 300 sh | 300 | $1.5K | — | -73.5% |
| 375 | WOLFF WIESE MAGANA#375 · 262 sh | 262 | $1.3K | — | -79.2% |
| 376 | New England Capital Financial Advisors#376 · 262 sh | 262 | $1.3K | <0.01% | New |
| 377 | Stone House Investment Management#377 · 258 sh | 258 | $1.3K | — | +25.2% |
| 378 | Lloyd Advisory Services#378 · 256 sh | 256 | $1.3K | <0.01% | +156.0% |
| 379 | Princeton Global Asset Management#379 · 250 sh | 250 | $1.3K | — | 0.0% |
| 380 | Mechanics Financial#380 · 250 sh | 250 | $1.3K | <0.01% | 0.0% |
| 381 | Rakuten Securities#381 · 250 sh | 250 | $1.3K | <0.01% | -30.6% |
| 382 | Heritage Wealth Advisors#382 · 243 sh | 243 | $1.2K | 0.00% | 0.0% |
| 383 | Allied Private Wealth#383 · 250 sh | 250 | $1.2K | <0.01% | — |
| 384 | STANCE CAPITAL#384 · 235 sh | 235 | $1.2K | <0.01% | 0.0% |
| 385 | Cedar Mountain Advisors#385 · 212 sh | 212 | $1.1K | — | 0.0% |
| 386 | Financial Life Planners#386 · 207 sh | 207 | $1.0K | <0.01% | 0.0% |
| 387 | HOLLENCREST SECURITIES#387 · 200 sh | 200 | $1.0K | <0.01% | 0.0% |
| 388 | SITTNER & NELSON#388 · 200 sh | 200 | $1.0K | <0.01% | 0.0% |
| 389 | Close Asset Management Ltd#389 · 181 sh | 181 | $1.0K | 0.00% | 0.0% |
| 390 | Centerpoint Advisors#390 · 250 sh | 250 | $1.0K | <0.01% | 0.0% |
| 391 | Winthrop Capital Management#391 · 174 sh | 174 | $1.0K | <0.01% | 0.0% |
| 392 | JFS WEALTH ADVISORS#392 · 189 sh | 189 | $957.00 | 0.00% | +152.0% |
| 393 | ATWOOD & PALMER#393 · 175 sh | 175 | $886.00 | — | -7.9% |
| 394 | Investors Research#394 · 160 sh | 160 | $810.00 | — | 0.0% |
| 395 | Rossby Financial, LCC#395 · 151 sh | 151 | $764.00 | <0.01% | -0.7% |
| 396 | Lodestone Wealth Management#396 · 150 sh | 150 | $759.00 | — | 0.0% |
| 397 | Clark Wealth Partners#397 · 150 sh | 150 | $759.00 | — | 0.0% |
| 398 | Physician Wealth Advisors#398 · 146 sh | 146 | $739.00 | — | -50.3% |
| 399 | LRI Investments#399 · 144 sh | 144 | $729.00 | <0.01% | +44.0% |
| 400 | Continuum Advisory#400 · 137 sh | 137 | $693.00 | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.