Signals

NIO

501 in-universe funds with a nonzero position in NIO within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22473
Score / z-0.153 / -0.23
Consensus143.66 over 284 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-5% / 3.9d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 245.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 125.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 110.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 99.6 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 77.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 73.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 68.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Aspex Management (HK) Ltd CIK 0001768375 0.000 25 67.0 1.4% 2 -4.3 pp +1.4 pp +1.4 pp +1.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 64.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WT Asset Management Ltd CIK 0001780365 0.253 29 64.3 2.6% 2 -4.0 pp +2.6 pp +2.6 pp +2.6 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 48.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 43.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ghisallo Capital Management LLC CIK 0001825214 0.000 339 40.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 36.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 31.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 28.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 28.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 24.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 23.9 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 22.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 20.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 16.6 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 16.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 7.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 6.2 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 4.6 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Walleye Trading LLC CIK 0001388391 0.179 946 4.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 4.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 3.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 3.4 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 3.2 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CMT Capital Markets Trading GmbH CIK 0001632813 0.000 103 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.9 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK INVESTMENTS L P CIK 0001011443 0.226 197 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Markets Trading UK LLP CIK 0001719165 0.000 87 1.8 2.1% 3 +0.1 pp +1.5 pp +2.1 pp +2.1 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
XY Capital Ltd CIK 0001933132 0.000 44 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 1.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 1.0 0.5% 3 -0.3 pp +0.1 pp +0.5 pp +0.5 pp
MARATHON ASSET MANAGEMENT LP CIK 0001279913 0.000 4 0.9 1.5% 1 +1.5 pp +1.5 pp -0.6 pp +1.5 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Street Group Inc. CIK 0001881567 0.813 1364 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Symmetry Investments LP CIK 0001691919 0.056 112 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinpoint Asset Management (Singapore) Pte. Ltd. CIK 0002080247 0.158 151 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Axim Planning & Wealth CIK 0001950607 0.146 89 0.7 0.7% 3 -0.3 pp +0.5 pp +0.7 pp +0.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.5 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
One River Asset Management, LLC CIK 0001616336 0.000 53 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.3 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Probability Advisors, LLC CIK 0002039415 0.830 75 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWC ASSET ADVISORS (US) LLC CIK 0001638081 0.604 16 0.0 0.0% 0 -13.1 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just NIO). Qtrs Held counts distinct quarters this fund has actually held NIO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NIO position size. Δ columns are the percentage-point change in NIO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status