NIO Inc. (NIO) — Institutional Holders, Q2 2026 (page 5)
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 401 to 442. 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 401–442 of 442
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Darwin Wealth Management#401 · 135 sh | 135 | $683.00 | <0.01% | 0.0% |
| 402 | Wealth Enhancement Services#402 · 135 sh | 135 | $683.00 | — | 0.0% |
| 403 | Basepoint Wealth#403 · 125 sh | 125 | $633.00 | <0.01% | 0.0% |
| 404 | Wilmington Savings Fund Society, FSB#404 · 117 sh | 117 | $592.00 | — | -50.0% |
| 405 | Cassaday & Wealth Management#405 · 110 sh | 110 | $557.00 | — | -45.0% |
| 406 | RAFFA WEALTH MANAGEMENT#406 · 107 sh | 107 | $541.00 | <0.01% | 0.0% |
| 407 | Mosley Wealth Management#407 · 104 sh | 104 | $526.00 | — | 0.0% |
| 408 | Costello Asset Management#408 · 100 sh | 100 | $506.00 | <0.01% | 0.0% |
| 409 | Kingdom Financial Group#409 · 100 sh | 100 | $506.00 | <0.01% | 0.0% |
| 410 | Essential Investment Partners#410 · 100 sh | 100 | $506.00 | — | 0.0% |
| 411 | NBC SECURITIES#411 · 100 sh | 100 | $506.00 | — | 0.0% |
| 412 | TOUNJIAN ADVISORY PARTNERS#412 · 92 sh | 92 | $466.00 | <0.01% | New |
| 413 | Cornerstone Financial Management#413 · 92 sh | 92 | $466.00 | <0.01% | New |
| 414 | Gen-Wealth Partners#414 · 84 sh | 84 | $425.00 | <0.01% | 0.0% |
| 415 | Planning Strategies#415 · 80 sh | 80 | $405.00 | — | — |
| 416 | Oakworth Capital#416 · 80 sh | 80 | $398.00 | — | 0.0% |
| 417 | FIFTH THIRD BANCORP#417 · 77 sh | 77 | $390.00 | 0.00% | 0.0% |
| 418 | Hilton Head Capital Partners#418 · 69 sh | 69 | $349.00 | — | 0.0% |
| 419 | Advocate Investing Services#419 · 69 sh | 69 | $349.00 | — | New |
| 420 | Silver Grove Financial Group#420 · 67 sh | 67 | $339.00 | <0.01% | New |
| 421 | Godfrey Financial Associates#421 · 55 sh | 55 | $278.00 | <0.01% | 0.0% |
| 422 | GILL CAPITAL PARTNERS#422 · 50 sh | 50 | $254.00 | — | +100.0% |
| 423 | EVOLUTION WEALTH MANAGEMENT#423 · 50 sh | 50 | $253.00 | <0.01% | 0.0% |
| 424 | BARTLETT & WEALTH MANAGEMENT#424 · 50 sh | 50 | $253.00 | 0.00% | 0.0% |
| 425 | Versant Capital Management#425 · 49 sh | 49 | $248.00 | — | New |
| 426 | IFG Advisory#426 · 41 sh | 41 | $207.00 | 0.00% | New |
| 427 | Copia Wealth Management#427 · 30 sh | 30 | $152.00 | <0.01% | 0.0% |
| 428 | American Capital Advisory#428 · 29 sh | 29 | $147.00 | — | 0.0% |
| 429 | Pacifica Partners#429 · 25 sh | 25 | $120.00 | — | 0.0% |
| 430 | Financial Perspectives#430 · 22 sh | 22 | $111.00 | 0.00% | 0.0% |
| 431 | CHELSEA COUNSEL#431 · 20 sh | 20 | $102.00 | 0.00% | New |
| 432 | SJS Investment Consulting#432 · 20 sh | 20 | $102.00 | — | 0.0% |
| 433 | Abound Wealth Management#433 · 20 sh | 20 | $102.00 | — | -83.7% |
| 434 | LOUISBOURG INVESTMENTS#434 · 16 sh | 16 | $81.00 | — | 0.0% |
| 435 | Leo H. Evart#435 · 15 sh | 15 | $76.00 | <0.01% | 0.0% |
| 436 | Bear Mountain Capital#436 · 10 sh | 10 | $50.00 | 0.00% | 0.0% |
| 437 | NORTHSTAR ASSET MANAGEMENT#437 · 10 sh | 10 | $45.00 | — | New |
| 438 | Bradley & Private Wealth Management#438 · 9 sh | 9 | $45.00 | — | 0.0% |
| 439 | Strategic Wealth Partners, Ltd.#439 · 5 sh | 5 | $25.00 | 0.00% | -97.9% |
| 440 | ALBION FINANCIAL GROUP#440 · 2 sh | 2 | $11.00 | — | 0.0% |
| 441 | Coston, McIsaac & Partners#441 · 115 sh | 115 | $0.00 | 0.00% | 0.0% |
| 442 | Context Capital Management#442 · 17,363,000 sh | 17,363,000 | — | — | -62.3% |
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.