New Positions
18 managers initiated
Top five by reported value
- PharVision Advisers, LLC$361.4K
- Point72 Asset Management, L.P.$266.3K
- PEAK6 LLC$220.9K
- TWO SIGMA INVESTMENTS, LP$170.3K
- Leonteq Securities AG$140.1K
Niu Technologies NGM:NIU
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
18 new17 added31 reduced9 exited
Total Institutional Holders
66
as of 2025-12-31
Top Holder
Invesco Ltd.
$11.1M
Largest QoQ Increase
Invesco Ltd.
+1,837,089 sh
Largest QoQ Decrease
STATE STREET CORP
-3,240,550 sh
New Positions(18)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| PharVision Advisers, LLC | 119,283 | +119,283 | $361.4K | +$361.4K | — |
| Point72 Asset Management, L.P. | 87,876 | +87,876 | $266.3K | +$266.3K | — |
| PEAK6 LLC | 72,900 | +72,900 | $220.9K | +$220.9K | — |
| TWO SIGMA INVESTMENTS, LP | 56,200 | +56,200 | $170.3K | +$170.3K | — |
| Leonteq Securities AG | 77,909 | +77,909 | $140.1K | +$140.1K | — |
| Police & Firemen's Retirement System of New Jersey | 42,415 | +42,415 | $128.5K | +$128.5K | — |
| XTX Topco Ltd | 32,040 | +32,040 | $97.1K | +$97.1K | — |
| BOOTHBAY FUND MANAGEMENT, LLC | 28,399 | +28,399 | $86.0K | +$86.0K | — |
| Quadrature Capital Ltd | 15,660 | +15,660 | $47.5K | +$47.5K | — |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 10,738 | +10,738 | $33.0K | +$33.0K | — |
| Quarry LP | 9,036 | +9,036 | $27.4K | +$27.4K | — |
| NEW YORK STATE COMMON RETIREMENT FUND | 7,215 | +7,215 | $21.9K | +$21.9K | — |
| EFG International AG | 200 | +200 | $606 | +$606 | — |
| WINNOW WEALTH LLC | 150 | +150 | $600 | +$600 | — |
| Virtu Financial LLC | 26,309 | +26,309 | $80 | +$80 | — |
| HRT FINANCIAL LP | 21,355 | +21,355 | $64 | +$64 | — |
| GSA CAPITAL PARTNERS LLP | 10,582 | +10,582 | $32 | +$32 | — |
| WELLS FARGO & COMPANY/MN | 10 | +10 | $30 | +$30 | — |
Added To(17)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Invesco Ltd. | 3,649,665 | +1,837,089 | $11.1M | +$2.6M | 101.3% |
| MORGAN STANLEY | 1,462,807 | +225,525 | $4.4M | -$1.4M | 18.2% |
| JPMORGAN CHASE & CO | 147,769 | +140,040 | $447.7K | +$411.5K | 1811.9% |
| DIMENSIONAL FUND ADVISORS LP | 442,193 | +70,361 | $1.3M | -$402.6K | 18.9% |
| Assenagon Asset Management S.A. | 180,688 | +139,735 | $547.5K | +$355.4K | 341.2% |
| MILLENNIUM MANAGEMENT LLC | 243,788 | +156,769 | $738.7K | +$330.6K | 180.2% |
| RENAISSANCE TECHNOLOGIES LLC | 544,400 | +250,800 | $1.6M | +$272.5K | 85.4% |
| JANE STREET GROUP, LLC | 123,810 | +88,814 | $375.1K | +$211.0K | 253.8% |
| Qube Research & Technologies Ltd | 417,174 | +108,081 | $1.3M | -$185.6K | 35.0% |
| UBS Group AG | 178,266 | +39,843 | $540.1K | -$109.1K | 28.8% |
| TWO SIGMA ADVISERS, LP | 73,200 | +4,200 | $221.8K | -$101.8K | 6.1% |
| Jump Financial, LLC | 176,021 | +47,587 | $533.3K | -$69.0K | 37.0% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 50,835 | +4,477 | $154.0K | -$63.4K | 9.7% |
| Tower Research Capital LLC (TRC) | 8,237 | +7,797 | $25.0K | +$22.9K | 1772.0% |
| BANK OF AMERICA CORP /DE/ | 9,235 | +7,490 | $28.0K | +$19.8K | 429.2% |
| EverSource Wealth Advisors, LLC | 3,241 | +820 | $9.8K | -$1.5K | 33.9% |
| ACADIAN ASSET MANAGEMENT LLC | 1,006,238 | +266,354 | $3.0K | -$425 | 36.0% |
Reduced(31)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| STATE STREET CORP | 121,965 | -3,240,550 | $369.6K | -$15.4M | -96.4% |
| Connor, Clark & Lunn Investment Management Ltd. | 18,057 | -242,210 | $54.7K | -$1.2M | -93.1% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 273,800 | -137,800 | $829.6K | -$1.1M | -33.5% |
| GOLDMAN SACHS GROUP INC | 50,921 | -90,962 | $154.3K | -$511.1K | -64.1% |
| Susquehanna Portfolio Strategies, LLC | 106,033 | -36,525 | $321.3K | -$347.3K | -25.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 134,484 | -23,873 | $407.5K | -$335.2K | -15.1% |
| NOMURA HOLDINGS INC | 143,000 | 0 | $433.3K | -$237.4K | 0.0% |
| Centiva Capital, LP | 35,819 | -31,462 | $108.5K | -$207.0K | -46.8% |
| Pathstone Holdings, LLC | 103,147 | -1,324 | $312.5K | -$177.4K | -1.3% |
| Headlands Technologies LLC | 43,319 | -12,982 | $131.3K | -$132.8K | -23.1% |
| NewEdge Advisors, LLC | 2,552 | -23,903 | $7.7K | -$116.3K | -90.3% |
| BARCLAYS PLC | 58,846 | 0 | $197.7K | -$78.3K | 0.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 44,796 | 0 | $135.7K | -$74.4K | 0.0% |
| Russell Investments Group, Ltd. | 12,509 | -9,370 | $39.5K | -$62.4K | -42.8% |
| SEI INVESTMENTS CO | 13,741 | -7,238 | $41.6K | -$56.8K | -34.5% |
| SIMPLEX TRADING, LLC | 11,949 | -4,559 | $36.2K | +$36.1K | -27.6% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16,242 | 0 | $50.5K | -$27.5K | 0.0% |
| CITIGROUP INC | 4 | -4,258 | $12 | -$20.0K | -99.9% |
| Royal Bank of Canada | 150 | -4,988 | $0 | -$18.0K | -97.1% |
| NATIONAL BANK OF CANADA /FI/ | 2,800 | 0 | $8.5K | -$4.6K | 0.0% |
| RHUMBLINE ADVISERS | 1,367 | -415 | $4.1K | -$4.2K | -23.3% |
| Federation des caisses Desjardins du Quebec | 2,000 | -150 | $6.1K | -$4.0K | -7.0% |
| SBI Securities Co., Ltd. | 1,260 | -410 | $3.8K | -$4.0K | -24.6% |
| TD Waterhouse Canada Inc. | 1,100 | 0 | $3.3K | -$2.0K | 0.0% |
| Rockefeller Capital Management L.P. | 1,000 | 0 | $3.0K | -$1.7K | 0.0% |
| Spire Wealth Management | 1,000 | 0 | $3.0K | -$1.7K | 0.0% |
| Erste Asset Management GmbH | 625 | 0 | $1.9K | -$1.0K | 0.0% |
| ADVISOR GROUP HOLDINGS, INC. | 600 | 0 | $1.8K | -$804 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 37 | 0 | $112 | -$60 | 0.0% |
| BlackRock, Inc. | 10 | 0 | $30 | -$17 | 0.0% |
| PNC Financial Services Group, Inc. | 7 | 0 | $21 | -$12 | 0.0% |
Sold Out(9)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 0 | -202,071 | $0 | -$947.7K | — |
| CITADEL ADVISORS LLC | 0 | -121,228 | $0 | -$568.6K | — |
| MACKENZIE FINANCIAL CORP | 0 | -94,454 | $0 | -$443.0K | — |
| Cubist Systematic Strategies, LLC | 0 | -77,231 | $0 | -$362.2K | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0 | -20,431 | $0 | -$95.8K | — |
| First Affirmative Financial Network | 0 | -11,489 | $0 | -$38.6K | — |
| Polunin Capital Partners Ltd | 0 | -1,460,883 | $0 | -$6.6K | — |
| PRINCIPAL SECURITIES, INC. | 0 | -515 | $0 | -$2.4K | — |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -350 | $0 | -$1.6K | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Invesco Ltd. | 3,649,665 | $11.1M | +1,837,089 | 101.3% |
| MORGAN STANLEY | 1,462,807 | $4.4M | +225,525 | 18.2% |
| RENAISSANCE TECHNOLOGIES LLC | 544,400 | $1.6M | +250,800 | 85.4% |
| DIMENSIONAL FUND ADVISORS LP | 442,193 | $1.3M | +70,361 | 18.9% |
| Qube Research & Technologies Ltd | 417,174 | $1.3M | +108,081 | 35.0% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 273,800 | $829.6K | -137,800 | -33.5% |
| MILLENNIUM MANAGEMENT LLC | 243,788 | $738.7K | +156,769 | 180.2% |
| Assenagon Asset Management S.A. | 180,688 | $547.5K | +139,735 | 341.2% |
| UBS Group AG | 178,266 | $540.1K | +39,843 | 28.8% |
| Jump Financial, LLC | 176,021 | $533.3K | +47,587 | 37.0% |
| JPMORGAN CHASE & CO | 147,769 | $447.7K | +140,040 | 1811.9% |
| NOMURA HOLDINGS INC | 143,000 | $433.3K | 0 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 134,484 | $407.5K | -23,873 | -15.1% |
| JANE STREET GROUP, LLC | 123,810 | $375.1K | +88,814 | 253.8% |
| STATE STREET CORP | 121,965 | $369.6K | -3,240,550 | -96.4% |
| PharVision Advisers, LLC | 119,283 | $361.4K | +119,283 | — |
| Susquehanna Portfolio Strategies, LLC | 106,033 | $321.3K | -36,525 | -25.6% |
| Pathstone Holdings, LLC | 103,147 | $312.5K | -1,324 | -1.3% |
| Point72 Asset Management, L.P. | 87,876 | $266.3K | +87,876 | — |
| TWO SIGMA ADVISERS, LP | 73,200 | $221.8K | +4,200 | 6.1% |
New & Closed Positions this quarter
Closed Positions
9 managers exited
Top five by prior-quarter value
- MARSHALL WACE, LLP$947.7K
- CITADEL ADVISORS LLC$568.6K
- MACKENZIE FINANCIAL CORP$443.0K
- Cubist Systematic Strategies, LLC$362.2K
- SCHRODER INVESTMENT MANAGEMENT GROUP$95.8K
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for NIU against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.