Ericsson (lm) Tel-SP ADRERIC
13F holders, Q4 2024 (December 31)318holders +51
66new positions
24sold out
4famous investors
$8.06avg. 13F price*
At the end of Q4 2024, 318 institutions reported holding Ericsson (lm) Tel-SP ADR (ERIC) in their 13F filings, up 51 from Q3 2024. 66 opened new positions and 24 sold out. The largest holders were Hotchkis & Wiley Capital Management LLC ($887.9M), Acadian Asset Management LLC ($699.8M) and Primecap Management Co. ($372.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ericsson (lm) Tel-SP ADR
- Filed as
- TELEFONAKTIEBOLAGET LM ERICS (Q4 2024)
- CUSIP
- 294821608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $83.2M |
| Exits | 24 | $31.4M |
All 13F filers, Q3 2024 → Q4 2024: 102,232,474 shares bought and 16,509,349 shares sold, net +85,723,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 318 holders
| Hotchkis & Wiley Capital Management LLC | 2.96% | Reduce -5.4% | 110,166,591 | $887.9M |
| Acadian Asset Management LLC | 2.03% | Add +107.4% | 86,830,815 | $699.8M |
| Primecap Management Co. | 0.29% | Reduce -3.2% | 46,270,799 | $372.9M |
| Arrowstreet Capital, Limited Partnership | 0.21% | Reduce -0.3% | 32,555,484 | $262.4M |
| Renaissance Technologies | 0.16% | Add +401.1% | 13,607,012 | $109.7M |
| Morgan Stanley | 0.01% | Add +70.2% | 13,538,463 | $109.1M |
| Millennium Management | 0.05% | Add +234.6% | 6,744,940 | $54.4M |
| DigitalBridge Group, Inc. | 3.75% | Add +28.8% | 6,382,140 | $51.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.8% | 5,613,383 | $45.2M |
| Sei Investments Co. | 0.05% | Add +55.0% | 4,808,322 | $38.8M |
| New York State Common Retirement Fund | 0.05% | Add +71.9% | 4,616,574 | $37.2M |
| UBS Group AG | 0.01% | Add +1201.0% | 3,590,889 | $28.9M |
| Bank of America Corp. | 0.00% | Reduce -4.5% | 3,472,462 | $28.0M |
| FMR LLC | 0.00% | Add +42.1% | 3,429,202 | $27.6M |
| Russell Investments Group, Ltd. | 0.04% | Add +3132.5% | 3,313,416 | $26.8M |
| National Bank of Canada | 0.03% | New | 2,908,168 | $23.4M |
| Two Sigma Advisers, LP | 0.05% | Add +21.2% | 2,463,200 | $19.9M |
| Qube Research & Technologies Ltd | 0.03% | New | 2,330,820 | $18.8M |
| Boothbay Fund Management, LLC | 0.58% | Add +20.5% | 2,257,459 | $18.2M |
| JPMorgan Chase & Co. | 0.00% | Add +55.1% | 1,795,967 | $14.5M |
| Northern Trust Corp. | 0.00% | Add +41.5% | 1,771,321 | $14.3M |
| Public Employees Retirement System of Ohio | 0.05% | Add +90.6% | 1,628,975 | $13.1M |
| Neuberger Berman Group LLC | 0.01% | Add +14769.4% | 1,509,245 | $12.2M |
| BNP Paribas Financial Markets | 0.01% | Add +176.8% | 1,328,099 | $10.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +11.6% | 1,261,037 | $10.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +196.0% | 1,177,361 | $9.5M |
| Jane Street Group, LLC | 0.01% | Add +60.9% | 1,121,197 | $9.0M |
| Trexquant Investment LP | 0.10% | New | 1,085,132 | $8.7M |
| Verition Fund Management LLC | 0.04% | Reduce -12.0% | 1,005,408 | $8.1M |
| FIL Ltd | 0.01% | Reduce -53.5% | 1,000,000 | $8.1M |
| US Bancorp \de | 0.01% | Add +434.2% | 968,459 | $7.8M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +135.7% | 886,300 | $7.1M |
| Gateway Investment Advisers LLC | 0.08% | Reduce -0.7% | 851,195 | $6.9M |
| First Trust Advisors LP | 0.01% | Add +5.3% | 834,087 | $6.7M |
| American Century Companies Inc. | 0.00% | Add +27.5% | 820,859 | $6.6M |
| Macquarie Group Ltd. | 0.01% | Add +46.5% | 788,993 | $6.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +24.0% | 776,046 | $6.3M |
| Natixis Advisors, LLC | 0.01% | Add +41.7% | 743,003 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 726,229 | $5.9M |
| Citadel Advisors | 0.01% | Add +1992.8% | 722,400 | $5.8M |
| Drum Hill Capital, LLC | 7.27% | — | 716,251 | $5.8M |
| Turim 21 Investimentos Ltda. | 1.31% | No change | 670,000 | $5.0M |
| LPL Financial LLC | 0.00% | Add +115.8% | 603,682 | $4.9M |
| Employees Retirement System of Texas | 0.05% | No change | 600,863 | $4.8M |
| Quantinno Capital Management LP | 0.05% | Add +2.3% | 592,128 | $4.8M |
| Squarepoint Ops LLC | 0.01% | Add +634.4% | 548,348 | $4.4M |
| QRG Capital Management, Inc. | 0.04% | Reduce -0.4% | 514,497 | $4.1M |
| Amundi | 0.00% | Add +1.3% | 450,195 | $3.7M |
| Denali Advisors LLC | 0.39% | New | 459,679 | $3.7M |
| Leuthold Group, LLC | 0.41% | New | 422,236 | $3.4M |
| Walleye Capital LLC | 0.03% | Add +620.7% | 391,633 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +526.7% | 389,096 | $3.1M |
| Capital Fund Management S.A. | 0.03% | New | 382,341 | $3.1M |
| Ashton Thomas Private Wealth, LLC | 0.12% | New | 371,978 | $3.0M |
| Earnest Partners LLC | 0.01% | Reduce -0.3% | 367,578 | $3.0M |
| Ritholtz Wealth Management | 0.09% | Add +99.0% | 362,964 | $2.9M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -18.5% | 351,769 | $2.8M |
| Diversified Trust Co. | 0.07% | Add +68.7% | 343,965 | $2.8M |
| Lazard Asset Management LLC | 0.00% | Add +326.3% | 340,093 | $2.7M |
| Quantbot Technologies LP | 0.10% | Reduce -56.7% | 339,370 | $2.7M |
| Dorsey Wright & Associates | 0.63% | New | 329,528 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -9.4% | 299,475 | $2.4M |
| Geode Capital Management, LLC | 0.00% | Add +1.2% | 297,934 | $2.4M |
| Henry James International Management Inc. | 0.84% | Add +2.4% | 290,624 | $2.3M |
| CWA Asset Management Group, LLC | 0.12% | New | 285,146 | $2.3M |
| Forum Financial Management, LP | 0.04% | Add +264.1% | 274,585 | $2.2M |
| Ethic Inc. | 0.04% | Add +64.3% | 273,414 | $2.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.3% | 272,596 | $2.2M |
| BlackRock, Inc. | 0.00% | Reduce -33.8% | 268,821 | $2.2M |
| Crossmark Global Holdings, Inc. | 0.04% | Add +1.0% | 266,983 | $2.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +15.1% | 252,164 | $2.0M |
| Cibc World Market Inc. | 0.00% | New | 209,050 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +105.2% | 190,055 | $1.5M |
| Boston Partners | 0.00% | No change | 185,233 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +19.5% | 179,109 | $1.4M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -3.6% | 176,014 | $1.4M |
| Graham Capital Management, L.P. | 0.07% | Add +633.3% | 171,916 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Add +11.5% | 156,746 | $1.3M |
| XTX Topco Ltd | 0.10% | Reduce -59.6% | 149,084 | $1.2M |
| Caprock Group, LLC | 0.04% | New | 145,036 | $1.2M |
| Koss-Olinger Consulting, LLC | 0.10% | Reduce -22.8% | 141,819 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +14.0% | 138,663 | $1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 125,552 | $1.0M |
| AQR Capital Management | 0.00% | Add +16.3% | 125,529 | $1.0M |
| Engineers Gate Manager LP | 0.02% | New | 118,172 | $952K |
| Vident Advisory, LLC | 0.02% | Reduce -3.6% | 116,452 | $939K |
| HighTower Advisors, LLC | 0.00% | Add +11.9% | 115,728 | $933K |
| Citigroup Inc. | 0.00% | Reduce -45.6% | 113,810 | $917K |
| Guggenheim Capital LLC | 0.01% | Add +118.1% | 113,012 | $911K |
| Two Sigma Securities, LLC | 0.16% | Add +66.9% | 108,596 | $875K |
| Legacy Wealth Asset Management, LLC | 0.24% | Reduce -2.1% | 107,591 | $867K |
| Raymond James Financial Inc. | 0.00% | — | 106,713 | $860K |
| Bayesian Capital Management, LP | 0.10% | New | 105,400 | $850K |
| Bayforest Capital Ltd | 1.06% | — | 104,837 | $845K |
| Mariner, LLC | 0.00% | Add +6.4% | 102,599 | $827K |
| Diversify Wealth Management, LLC | 0.06% | New | 100,648 | $818K |
| Cookson Peirce & Co. Inc. | 0.04% | Reduce -58.0% | 100,243 | $808K |
| Assetmark, Inc. | 0.00% | Add +694.8% | 98,413 | $793K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.2% | 93,665 | $755K |
| Cetera Investment Advisers | 0.00% | Add +157.8% | 93,134 | $751K |
| Syon Capital LLC | 0.07% | Reduce -52.2% | 91,418 | $737K |
| Townsquare Capital LLC | 0.01% | Add +448.6% | 90,296 | $728K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -11.0% | 85,449 | $689K |
| Corient Private Wealth LP | 0.00% | Add +25.7% | 84,030 | $677K |
| Michels Family Financial, LLC | 0.61% | — | 82,217 | $663K |
| Kovack Advisors, Inc. | 0.06% | Reduce -4.4% | 81,757 | $659K |
| Maxi Investments CY Ltd | 0.12% | New | 77,830 | $627K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Add +491.0% | 77,777 | $627K |
| MML Investors Services, LLC | 0.00% | Add +35.7% | 77,132 | $622K |
| Cerity Partners LLC | 0.00% | Reduce -14.2% | 78,033 | $612K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.8% | 75,812 | $611K |
| AdvisorShares Investments LLC | 0.11% | New | 71,670 | $578K |
| Rhumbline Advisers | 0.00% | Add +12.1% | 70,671 | $570K |
| Invesco Ltd. | 0.00% | Reduce -9.6% | 69,549 | $561K |
| Summit Securities Group LLC | 0.21% | New | 68,929 | $556K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.7% | 65,728 | $530K |
| Vise Technologies, Inc. | 0.04% | Add +70.6% | 60,120 | $485K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -3.5% | 59,066 | $476K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +148.0% | 59,040 | $476K |
| Callan Capital, LLC | 0.03% | Add +7.2% | 56,645 | $457K |
| Royal Bank of Canada | 0.00% | Add +17.9% | 56,474 | $455K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +11.3% | 54,450 | $439K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +11.3% | 54,450 | $439K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 53,018 | $427K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.7% | 51,966 | $419K |
| Baldwin Wealth Partners LLC | 0.03% | Add +187.6% | 51,916 | $418K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.8% | 50,911 | $410K |
| Atria Investments, Inc | 0.01% | Add +370.6% | 50,651 | $408K |
| RNC Capital Management LLC | 0.02% | Reduce -1.8% | 49,985 | $403K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +290.5% | 49,423 | $398K |
| Global Retirement Partners, LLC | 0.01% | Add +275.3% | 48,892 | $394K |
| Park Avenue Securities LLC | 0.00% | Add +54.9% | 48,219 | $389K |
| Truist Financial Corp. | 0.00% | Add +80.7% | 47,443 | $382K |
| Yousif Capital Management, LLC | 0.00% | No change | 47,218 | $381K |
| Intrust Bank NA | 0.04% | Add +15.8% | 47,200 | $380K |
| Investors Research Corp | 0.08% | Reduce -50.1% | 44,683 | $360K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +7.5% | 43,796 | $353K |
| Aigen Investment Management, LP | 0.06% | New | 42,025 | $339K |
| Compound Planning, Inc. | 0.02% | Add +19.1% | 40,252 | $324K |
| First Affirmative Financial Network | 0.19% | Add +4.7% | 40,182 | $324K |
| Profund Advisors LLC | 0.01% | Reduce -29.7% | 38,371 | $309K |
| Osaic Holdings, Inc. | 0.00% | Add +108.8% | 37,487 | $302K |
| Cresset Asset Management, LLC | 0.00% | Reduce -65.2% | 36,525 | $294K |
| Jump Financial, LLC | 0.01% | Reduce -97.4% | 36,455 | $294K |
| D.A. Davidson & Co. | 0.00% | Add +0.1% | 34,888 | $281K |
| Balyasny Asset Management L.P. | 0.00% | New | 33,809 | $273K |
| Tidal Investments LLC | 0.00% | Add +8.2% | 32,681 | $263K |
| Claro Advisors Inc. | 0.04% | New | 32,169 | $259K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.9% | 32,019 | $258K |
| Aprio Wealth Management, LLC | 0.04% | Add +102.6% | 31,975 | $258K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +329.4% | 31,970 | $258K |
| Cetera Trust Company, N.A | 0.17% | Add +6.3% | 31,850 | $257K |
| TD Private Client Wealth LLC | 0.01% | Add +583.3% | 31,232 | $252K |
| Shilanski & Associates, Inc. | 0.08% | New | 31,054 | $250K |
| Cable Hill Partners, LLC | 0.03% | No change | 30,823 | $248K |
| BNP Paribas | 0.00% | No change | 30,000 | $242K |
| Blueshift Asset Management, LLC | 0.09% | New | 29,827 | $240K |
| Aaron Wealth Advisors LLC | 0.03% | Add +8.3% | 28,345 | $228K |
| Kathmere Capital Management, LLC | 0.02% | New | 28,124 | $227K |
| Brucke Financial, Inc. | 0.18% | — | 28,287 | $212K |
| Atlas Capital Advisors Inc. | 0.03% | Add +16.9% | 26,246 | $212K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -1.7% | 26,199 | $211K |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.1% | 26,106 | $210K |
| XY Capital Ltd | 0.22% | New | 24,804 | $200K |
| Personal Cfo Solutions, LLC | 0.04% | New | 24,530 | $198K |
| Choreo, LLC | 0.00% | Add +17.9% | 24,459 | $198K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.5% | 23,518 | $192K |
| D'Orazio & Associates, Inc. | 0.03% | New | 23,233 | $187K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.1% | 22,932 | $185K |
| Bank of Montreal | 0.00% | Reduce -1.2% | 22,872 | $184K |
| Beverly Hills Private Wealth, LLC | 0.04% | New | 22,563 | $182K |
| Mengis Capital Management, Inc. | 0.04% | Reduce -57.4% | 22,300 | $180K |
| Moloney Securities Asset Management, LLC | 0.02% | No change | 22,000 | $177K |
| Scotia Capital Inc. | 0.00% | New | 21,805 | $176K |
| Five Oceans Advisors | 0.08% | Reduce -20.4% | 21,739 | $175K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -8.5% | 21,643 | $167K |
| Wrapmanager Inc. | 0.04% | New | 20,706 | $167K |
| Diversify Advisory Services, LLC | 0.01% | New | 20,367 | $166K |
| Nilsine Partners, LLC | 0.02% | No change | 20,068 | $162K |
| Mackenzie Financial Corp. | 0.00% | New | 19,585 | $158K |
| Creative Planning | 0.00% | Add +31.3% | 19,318 | $156K |
| Ruedi Wealth Management, Inc. | 0.05% | No change | 19,157 | $154K |
| RFG Advisory, LLC | 0.00% | Add +1.4% | 18,861 | $152K |
| Pitcairn Co. | 0.01% | Add +3.6% | 18,456 | $149K |
| Empower Advisory Group, LLC | 0.00% | Reduce -7.8% | 18,337 | $148K |
| Hedges Asset Management LLC | 0.10% | No change | 18,000 | $145K |
| Old Mission Capital LLC | 0.00% | New | 17,940 | $145K |
| Principal Securities, Inc. | 0.00% | Add +225.4% | 17,583 | $142K |
| Savant Capital, LLC | 0.00% | Add +53.0% | 17,575 | $142K |
| Blue Trust, Inc. | 0.00% | Reduce -62.9% | 17,403 | $140K |
| Schechter Investment Advisors, LLC | 0.01% | Add +0.5% | 16,867 | $136K |
| Waterloo Capital, L.P. | 0.01% | Reduce -35.5% | 16,797 | $135K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 16,284 | $131K |
| EntryPoint Capital, LLC | 0.05% | New | 15,729 | $127K |
| CFO4Life Group, LLC | 0.02% | New | 15,714 | $127K |
| Integrated Wealth Concepts LLC | 0.00% | Add +21.9% | 15,495 | $125K |
| Baron Wealth Management LLC | 0.06% | New | 15,162 | $122K |
| Checchi Capital Advisers, LLC | 0.01% | Add +10.8% | 15,015 | $121K |
| Freedom Investment Management, Inc. | 0.01% | Reduce -20.8% | 14,908 | $120K |
| Ellevest, Inc. | 0.01% | Reduce -4.9% | 14,479 | $117K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -11.5% | 14,340 | $116K |
| Callan Family Office, LLC | 0.01% | New | 14,316 | $115K |
| &partners | 0.00% | New | 13,724 | $114K |
| Glenmede Trust Co. NA | 0.00% | Reduce -5.5% | 14,169 | $114K |
| GAMMA Investing LLC | 0.01% | Add +33.7% | 14,082 | $114K |
| Retirement Solution LLC | 0.03% | New | 14,057 | $113K |
| Ieq Capital, LLC | 0.00% | Add +7.9% | 13,941 | $112K |
| Marks Group Wealth Management, Inc | 0.01% | New | 13,732 | $111K |
| Harbour Investments, Inc. | 0.00% | Reduce -23.7% | 13,511 | $109K |
| Vest Financial, LLC | 0.00% | Add +31.8% | 13,464 | $109K |
| International Private Wealth Advisors LLC | 0.11% | New | 13,364 | $108K |
| Merit Financial Group, LLC | 0.00% | New | 13,287 | $107K |
| Mgo One Seven LLC | 0.00% | New | 13,236 | $107K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 13,014 | $105K |
| Jones Financial Companies LLLP | 0.00% | Add +23.2% | 12,924 | $104K |
| Kestra Advisory Services, LLC | 0.00% | New | 12,769 | $103K |
| Fulton Bank, N.A. | 0.00% | New | 12,657 | $102K |
| ICONIQ Capital, LLC | 0.00% | Add +15.8% | 12,287 | $99K |
| Leonteq Securities AG | 0.01% | Reduce -32.5% | 12,039 | $97K |
| LCM Capital Management Inc | 0.05% | Add +0.4% | 11,857 | $96K |
| Sage Rhino Capital LLC | 0.02% | New | 11,811 | $95K |
| Alliance Wealth Advisors, LLC | 0.02% | New | 11,661 | $94K |
| Reynders McVeigh Capital Management, LLC | 0.00% | No change | 11,504 | $93K |
| 626 Financial, LLC | 0.05% | No change | 11,460 | $92K |
| Barclays PLC | 0.00% | Add +11.8% | 11,324 | $91K |
| Endowment Wealth Management, Inc. | 0.06% | New | 11,276 | $91K |
| M&T Bank Corp | 0.00% | No change | 11,141 | $90K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -50.0% | 10,953 | $88K |
| Captrust Financial Advisors | 0.00% | Reduce -56.1% | 10,926 | $88K |
| Burns Matteson Capital Management, LLC | 0.05% | New | 10,628 | $86K |
| Diametric Capital, LP | 0.06% | New | 10,513 | $85K |
| Valeo Financial Advisors, LLC | 0.00% | New | 10,012 | $81K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -7.7% | 9,791 | $79K |
| SBI Securities Co., Ltd. | 0.00% | — | 9,514 | $77K |
| Grove Bank & Trust | 0.01% | Add +4.2% | 8,967 | $72K |
| Cwm, LLC | 0.00% | Add +3.3% | 8,689 | $70K |
| Hexagon Capital Partners LLC | 0.01% | Add +36.3% | 7,721 | $62K |
| Cromwell Holdings LLC | 0.03% | No change | 5,946 | $48K |
| Smartleaf Asset Management LLC | 0.00% | Add +131.9% | 4,993 | $40K |
| Financial Perspectives, Inc | 0.01% | No change | 4,603 | $37K |
| GeoWealth Management, LLC | 0.00% | New | 4,422 | $36K |
| Minot DeBlois Advisors LLC | 0.03% | — | 4,350 | $35K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.5% | 4,291 | $35K |
| Private Trust Co. NA | 0.00% | Add +206.5% | 4,254 | $34K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 4,232 | $34K |
| Allworth Financial LP | 0.00% | Add +12.0% | 3,315 | $29K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 3,500 | $28K |
| Rothschild Investment LLC | 0.00% | Reduce -9.0% | 3,064 | $25K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,000 | $24K |
| Credit Agricole S A | 0.00% | No change | 3,000 | $24K |
| Wolff Wiese Magana LLC | 0.01% | No change | 2,603 | $21K |
| Avior Wealth Management, LLC | 0.00% | No change | 2,481 | $20K |
| Ameriflex Group, Inc. | 0.01% | — | 2,651 | $20K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,250 | $18K |
| Rise Advisors, LLC | 0.01% | Add +1.2% | 2,179 | $18K |
| Advisors Preferred, LLC | 0.00% | New | 2,105 | $17K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -18.2% | 1,906 | $17K |
| UMB Bank, n.a. | 0.00% | No change | 2,000 | $16K |
| CENTRAL TRUST Co | 0.00% | Reduce -4.9% | 1,900 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | Add +37.1% | 1,823 | $15K |
| Chesapeake Asset Management LLC | 0.01% | No change | 1,800 | $15K |
| WR Wealth Planners, LLC | 0.00% | No change | 1,800 | $15K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 1,767 | $14K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 1,720 | $14K |
| First Horizon Advisors, Inc. | 0.00% | Add +633.2% | 1,591 | $13K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 1,572 | $13K |
| Versant Capital Management, Inc | 0.00% | New | 1,556 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Add +103.4% | 1,507 | $12K |
| Moser Wealth Advisors, LLC | 0.01% | No change | 1,500 | $12K |
| Huntington National Bank | 0.00% | Add +2.4% | 1,333 | $11K |
| 2UniFi Bank | 0.01% | — | 1,000 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -26.4% | 972 | $8K |
| SouthState Bank Corp | 0.00% | No change | 910 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 893 | $7K |
| Kestra Investment Management, LLC | 0.00% | New | 809 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 776 | $6K |
| Brooklyn Investment Group | 0.00% | New | 741 | $6K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 699 | $6K |
| Whipplewood Advisors, LLC | 0.00% | — | 662 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 588 | $5K |
| WealthCollab, LLC | 0.00% | No change | 561 | $5K |
| Sierra Ocean, LLC | 0.00% | — | 503 | $4K |
| Hemington Wealth Management | 0.00% | No change | 527 | $4K |
| Bessemer Group Inc. | 0.00% | No change | 524 | $4K |
| GW&K Investment Management, LLC | 0.00% | No change | 524 | $4K |
| Ascentis Wealth Management, LLC | 0.00% | New | 476 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 473 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 437 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 437 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 397 | $3K |
| Venturi Wealth Management, LLC | 0.00% | New | 389 | $3K |
| Spire Wealth Management | 0.00% | Add +10.2% | 358 | $3K |
| Mather Group, Llc. | 0.00% | No change | 352 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +90.3% | 276 | $2K |
| Measured Risk Portfolios, Inc. | 0.00% | — | 250 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 213 | $2K |
| Parallel Advisors, LLC | 0.00% | Add +236.7% | 165 | $1K |
| Delta Asset Management LLC | 0.00% | No change | 160 | $1K |
| SRH Advisors, LLC | 0.00% | No change | 150 | $1K |
| Decker Retirement Planning Inc. | 0.00% | — | 141 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 134 | $1K |
| Addison Advisors LLC | 0.00% | No change | 127 | $1K |
| Estabrook Capital Management | 0.00% | No change | 120 | $967 |
| Zions Bancorporation, N.A. | 0.00% | No change | 101 | $814 |
| West Branch Capital LLC | 0.00% | No change | 100 | $806 |
| True Wealth Design, LLC | 0.00% | Add +32.8% | 85 | $686 |
| Signaturefd, LLC | 0.00% | No change | 67 | $540 |
| Clearstead Advisors, LLC | 0.00% | New | 65 | $524 |
| Key Financial Inc | 0.00% | No change | 60 | $484 |
| North Star Investment Management Corp. | 0.00% | No change | 57 | $459 |
| Raffa Wealth Management, LLC | 0.00% | No change | 55 | $443 |
| Lindbrook Capital, LLC | 0.00% | Reduce -32.9% | 53 | $427 |
| Mendota Financial Group, LLC | 0.00% | Reduce -31.1% | 51 | $412 |
| Guardian Wealth Management, Inc. | 0.00% | No change | 30 | $242 |
| MAI Capital Management | 0.00% | New | 20 | $162 |
| NewEdge Advisors, LLC | 0.00% | New | 10 | $81 |
| Sachetta, LLC | 0.00% | New | 9 | $74 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $4 |
"% of holder's portfolio" is ERIC's weight in each manager's 13F, not the share of Ericsson (lm) Tel-SP ADR the manager owns.