Ericsson (lm) Tel-SP ADRERIC

13F holders, Q1 2025 (March 31)
324holders +6
42new positions
34sold out
4famous investors
$7.76avg. 13F price*

At the end of Q1 2025, 324 institutions reported holding Ericsson (lm) Tel-SP ADR (ERIC) in their 13F filings, up 6 from Q4 2024. 42 opened new positions and 34 sold out. The largest holders were Hotchkis & Wiley Capital Management LLC ($839.4M), Acadian Asset Management LLC ($677.5M) and Primecap Management Co. ($355.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Ericsson (lm) Tel-SP ADR
Filed as
TELEFONAKTIEBOLAGET LM ERICS (Q1 2025)
CUSIP
294821608
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 237Q1 2024Q2 2024: 247Q2 2024Q3 2024: 267Q3 2024Q4 2024: 318Q4 2024Q1 2025: 324Q1 2025Q2 2025: 356Q2 2025Q3 2025: 328Q3 2025Q4 2025: 350Q4 2025Q1 2026: 377Q1 2026Q2 2026: 391Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions42$58.4M
Exits34$16.0M

All 13F filers, Q4 2024 → Q1 2025: 27,491,215 shares bought and 25,206,334 shares sold, net +2,284,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 324 holders

Hotchkis & Wiley Capital Management LLC 2.80% Reduce -1.8% 108,167,847 $839.4M
Acadian Asset Management LLC 1.91% Add +0.6% 87,313,506 $677.5M
Primecap Management Co. 0.29% Reduce -1.0% 45,813,999 $355.5M
Arrowstreet Capital, Limited Partnership 0.20% Reduce -4.2% 31,183,125 $242.0M
Morgan Stanley 0.01% Add +1.0% 13,679,522 $106.2M
Renaissance Technologies 0.15% Reduce -3.1% 13,177,964 $102.3M
UBS Group AG 0.01% Add +84.8% 6,634,289 $51.5M
Sei Investments Co. 0.05% Add +4.4% 5,021,056 $39.0M
Goldman Sachs Group Inc. 0.01% Reduce -14.3% 4,808,738 $37.3M
DigitalBridge Group, Inc. 3.03% Reduce -25.3% 4,769,187 $37.0M
New York State Common Retirement Fund 0.05% Add +2.7% 4,739,890 $36.8M
Citadel Advisors 0.03% Add +417.9% 3,741,294 $29.0M
Northern Trust Corp. 0.00% Add +106.6% 3,659,696 $28.4M
Russell Investments Group, Ltd. 0.03% Reduce -4.0% 3,182,236 $24.8M
Abc Arbitrage SA 4.49% New 3,111,626 $24.1M
Millennium Management 0.02% Reduce -56.2% 2,951,329 $22.9M
FMR LLC 0.00% Reduce -16.7% 2,855,039 $22.2M
Bank of Montreal 0.01% Add +11720.7% 2,703,639 $21.0M
Bank of America Corp. 0.00% Reduce -25.5% 2,588,241 $20.1M
Jane Street Group, LLC 0.03% Add +113.0% 2,387,985 $18.5M
BNP Paribas Financial Markets 0.01% Add +76.5% 2,344,631 $18.2M
Two Sigma Advisers, LP 0.04% Reduce -9.2% 2,237,100 $17.4M
Optiver Holding B.V. 0.60% New 2,019,048 $15.6M
Trexquant Investment LP 0.15% Add +52.4% 1,653,514 $12.8M
Public Employees Retirement System of Ohio 0.05% No change 1,628,975 $12.6M
Boothbay Fund Management, LLC 0.45% Reduce -29.4% 1,593,644 $12.4M
Squarepoint Ops LLC 0.02% Add +131.6% 1,269,709 $9.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -1.8% 1,238,909 $9.6M
Balyasny Asset Management L.P. 0.02% Add +3072.9% 1,072,711 $8.3M
Envestnet Asset Management Inc. 0.00% Reduce -13.4% 1,019,814 $7.9M
O'shaughnessy Asset Management, LLC 0.06% Add +5.0% 930,174 $7.2M
US Bancorp \de 0.01% Reduce -10.1% 870,751 $6.8M
American Century Companies Inc. 0.00% Add +5.9% 869,117 $6.7M
Natixis Advisors, LLC 0.01% Add +14.1% 847,463 $6.6M
HRT Financial LP 0.04% New 836,888 $6.5M
BlackRock, Inc. 0.00% Add +208.6% 829,645 $6.4M
Old Mission Capital LLC 0.12% Add +4369.1% 801,762 $6.2M
Macquarie Group Ltd. 0.01% No change 788,993 $6.1M
First Trust Advisors LP 0.01% Reduce -5.5% 787,922 $6.1M
Dimensional Fund Advisors LP 0.00% Reduce -0.4% 772,804 $6.0M
Ameriprise Financial Inc. 0.00% Add +1.5% 737,004 $5.7M
Drum Hill Capital, LLC 6.64% Add +1.3% 725,408 $5.6M
Capital Fund Management S.A. 0.07% Add +86.1% 711,557 $5.5M
Qube Research & Technologies Ltd 0.01% Reduce -70.5% 686,944 $5.3M
Quantinno Capital Management LP 0.03% Add +15.8% 685,514 $5.3M
Turim 21 Investimentos Ltda. 1.40% No change 670,000 $5.2M
Verition Fund Management LLC 0.03% Reduce -33.9% 664,753 $5.2M
Employees Retirement System of Texas 0.05% No change 600,863 $4.7M
Gateway Investment Advisers LLC 0.05% Reduce -30.6% 590,725 $4.6M
LPL Financial LLC 0.00% Reduce -8.5% 552,199 $4.3M
JPMorgan Chase & Co. 0.00% Reduce -71.6% 510,204 $4.0M
QRG Capital Management, Inc. 0.04% Reduce -4.0% 494,117 $3.8M
Amundi 0.00% Add +10.8% 498,887 $3.7M
Denali Advisors LLC 0.40% Reduce -0.3% 458,400 $3.6M
Engineers Gate Manager LP 0.06% Add +287.2% 457,528 $3.6M
Lazard Asset Management LLC 0.01% Add +22.9% 418,094 $3.2M
Leuthold Group, LLC 0.41% Reduce -4.3% 404,152 $3.1M
Tower Research Capital LLC (TRC) 0.09% Add +687.8% 389,352 $3.0M
CWA Asset Management Group, LLC 0.14% Add +31.1% 373,710 $2.9M
T. Rowe Price Associates Inc. 0.00% New 368,351 $2.9M
Earnest Partners LLC 0.01% Reduce -1.7% 361,385 $2.8M
Azzad Asset Management Inc. 0.32% New 349,298 $2.7M
Diversified Trust Co. 0.07% No change 343,965 $2.7M
Ritholtz Wealth Management 0.07% Reduce -11.1% 322,696 $2.5M
Dorsey Wright & Associates 0.58% Reduce -10.6% 294,521 $2.3M
Henry James International Management Inc. 0.77% Add +0.1% 291,016 $2.3M
Mercer Global Advisors Inc. 0.01% Add +6.2% 289,591 $2.2M
Charles Schwab Investment Management Inc. 0.00% Add +11.8% 282,000 $2.2M
Ethic Inc. 0.04% Add +0.4% 274,612 $2.1M
Forum Financial Management, LP 0.04% No change 274,585 $2.1M
Crossmark Global Holdings, Inc. 0.04% Add +0.1% 267,182 $2.1M
Stifel Financial Corp. 0.00% Reduce -15.1% 254,164 $2.0M
Geode Capital Management, LLC 0.00% Reduce -16.5% 248,731 $1.9M
Oppenheimer & Co. Inc. 0.03% Reduce -32.1% 238,674 $1.9M
Integrated Quantitative Investments LLC 0.87% New 227,700 $1.8M
Cibc World Market Inc. 0.00% Add +0.3% 209,756 $1.6M
Summit Securities Group LLC 1.11% Add +200.1% 206,859 $1.6M
Wells Fargo & Company 0.00% Add +4.9% 199,431 $1.5M
Ashton Thomas Private Wealth, LLC 0.06% Reduce -49.0% 189,713 $1.5M
Boston Partners 0.00% Add +3.1% 191,040 $1.5M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -0.9% 177,561 $1.4M
Advisors Asset Management, Inc. 0.02% Reduce -6.4% 164,680 $1.3M
Caprock Group, LLC 0.04% Add +9.1% 158,223 $1.2M
SG Americas Securities, LLC 0.00% Add +0.8% 158,085 $1.2M
Vident Advisory, LLC 0.02% Add +26.3% 147,112 $1.1M
Bank of New York Mellon Corp 0.00% Add +0.9% 139,976 $1.1M
AQR Capital Management 0.00% Add +7.5% 134,891 $1.0M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +5.0% 131,852 $1.0M
Diversify Wealth Management, LLC 0.07% Add +18.2% 119,008 $988K
Bayforest Capital Ltd 0.41% Add +14.6% 120,181 $933K
Syon Capital LLC 0.07% Add +28.4% 117,353 $911K
Mariner, LLC 0.00% Add +12.0% 114,929 $892K
Cookson Peirce & Co. Inc. 0.04% Add +14.2% 114,430 $888K
HighTower Advisors, LLC 0.00% Reduce -4.0% 111,042 $862K
Townsquare Capital LLC 0.01% Add +16.0% 104,783 $813K
AdvisorShares Investments LLC 0.16% Add +45.0% 103,897 $809K
Legacy Wealth Asset Management, LLC 0.22% Reduce -4.5% 102,714 $797K
Raymond James Financial Inc. 0.00% Reduce -4.2% 102,224 $793K
Citigroup Inc. 0.00% Reduce -10.2% 102,168 $793K
MML Investors Services, LLC 0.00% Add +24.8% 96,285 $747K
Fox Run Management, L.L.C. 0.11% New 94,255 $731K
XTX Topco Ltd 0.04% Reduce -36.9% 94,142 $731K
Quadrant Capital Group LLC 0.03% Add +15681.0% 92,792 $720K
Pathstone Holdings, LLC 0.00% Reduce -2.6% 91,179 $707K
GTS Securities LLC 0.03% New 90,130 $699K
Cetera Investment Advisers 0.00% Reduce -4.0% 89,390 $694K
Guggenheim Capital LLC 0.01% Reduce -22.5% 87,579 $680K
Rhumbline Advisers 0.00% Add +21.8% 86,070 $668K
Graham Capital Management, L.P. 0.03% Reduce -51.3% 83,802 $650K
Michels Family Financial, LLC 0.58% Add +0.5% 82,610 $641K
NorthCrest Asset Manangement, LLC 0.02% Reduce -4.0% 81,999 $636K
Assetmark, Inc. 0.00% Reduce -19.8% 78,968 $613K
Cerity Partners LLC 0.00% Reduce -3.2% 75,508 $586K
Great Diamond Partners, LLC 0.16% New 75,222 $584K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -4.8% 74,040 $575K
Callan Capital, LLC 0.04% Add +27.0% 71,962 $558K
Invesco Ltd. 0.00% Reduce -1.5% 68,497 $532K
Walleye Capital LLC 0.01% Reduce -84.6% 60,368 $468K
Institute for Wealth Management, LLC. 0.06% Add +2.0% 60,275 $468K
XY Capital Ltd 0.31% Add +141.9% 60,000 $466K
Elevation Point Wealth Partners, LLC 0.04% Add +12.0% 59,382 $461K
Profund Advisors LLC 0.02% Add +53.6% 58,938 $457K
Tidal Investments LLC 0.00% Add +75.2% 57,258 $444K
Corient Private Wealth LP 0.00% Reduce -32.6% 56,660 $440K
Orion Porfolio Solutions, LLC 0.00% Add +3.9% 56,595 $439K
Orion Portfolio Solutions, LLC 0.00% Add +3.9% 56,595 $439K
Royal Bank of Canada 0.00% Reduce -3.9% 54,302 $421K
Atria Investments, Inc 0.01% Add +4.9% 53,141 $412K
RNC Capital Management LLC 0.02% Add +2.6% 51,310 $398K
PNC Financial Services Group, Inc. 0.00% Reduce -1.5% 51,200 $397K
FNY Investment Advisers, LLC 0.24% New 50,000 $388K
Barclays PLC 0.00% Add +341.5% 50,000 $388K
Commonwealth Equity Services, LLC 0.00% Reduce -5.5% 48,089 $373K
Aprio Wealth Management, LLC 0.05% Add +48.0% 47,331 $367K
Intrust Bank NA 0.04% Add +0.2% 47,289 $367K
Yousif Capital Management, LLC 0.00% No change 47,218 $366K
AlphaCore Capital LLC 0.03% New 46,473 $361K
Investors Research Corp 0.08% No change 44,683 $347K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -34.7% 42,924 $333K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -4.5% 41,816 $324K
Compound Planning, Inc. 0.01% Add +3.2% 41,540 $322K
Truist Financial Corp. 0.00% Reduce -18.5% 38,660 $300K
First Affirmative Financial Network 0.18% Reduce -4.3% 38,453 $298K
Diversify Advisory Services, LLC 0.02% Add +65.3% 33,660 $279K
Versant Capital Management, Inc 0.05% Add +2188.3% 35,606 $276K
Callan Family Office, LLC 0.02% Add +142.8% 34,756 $270K
Centiva Capital, LP 0.02% New 34,587 $268K
United Capital Financial Advisors, LLC 0.00% Add +6.3% 34,044 $264K
Claro Advisors Inc. 0.04% Add +4.9% 33,732 $262K
Cable Hill Partners, LLC 0.03% Add +1.4% 31,254 $258K
D.A. Davidson & Co. 0.00% Reduce -5.4% 33,000 $256K
Brucke Financial, Inc. 0.22% Add +9.4% 30,937 $255K
Atlas Capital Advisors Inc. 0.03% Add +24.0% 32,534 $252K
Cresset Asset Management, LLC 0.00% Reduce -13.7% 31,535 $249K
Creative Planning 0.00% Add +61.8% 31,246 $242K
Aaron Wealth Advisors LLC 0.03% Add +6.3% 30,122 $234K
BNP Paribas 0.01% No change 30,000 $233K
Walleye Trading LLC 0.01% New 29,808 $231K
Baldwin Wealth Partners LLC 0.02% Reduce -43.8% 29,196 $227K
TD Private Client Wealth LLC 0.01% Reduce -6.9% 29,069 $226K
Shilanski & Associates, Inc. 0.07% Reduce -6.8% 28,926 $224K
Legacy Capital Group California, Inc. 0.08% New 28,777 $223K
Sequoia Financial Advisors, LLC 0.00% Reduce -63.5% 27,689 $215K
Captrust Financial Advisors 0.00% Add +151.8% 27,513 $213K
Kathmere Capital Management, LLC 0.02% Reduce -2.3% 27,488 $213K
Contravisory Investment Management, Inc. 0.04% New 27,154 $211K
Moloney Securities Asset Management, LLC 0.03% Add +22.7% 27,000 $210K
Pacer Advisors, Inc. 0.00% Add +3.0% 26,880 $209K
Allspring Global Investments Holdings, LLC 0.00% Add +7.3% 25,231 $196K
Personal Cfo Solutions, LLC 0.04% Reduce -0.8% 24,330 $189K
Beverly Hills Private Wealth, LLC 0.04% Add +1.9% 22,984 $178K
Mengis Capital Management, Inc. 0.04% No change 22,300 $173K
Blue Trust, Inc. 0.00% Add +27.5% 22,181 $172K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -62.8% 21,986 $171K
Empower Advisory Group, LLC 0.00% Add +19.2% 21,861 $170K
D'Orazio & Associates, Inc. 0.03% Reduce -6.1% 21,807 $169K
Five Oceans Advisors 0.08% No change 21,739 $169K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.3% 21,035 $163K
Nilsine Partners, LLC 0.02% No change 20,068 $156K
Ruedi Wealth Management, Inc. 0.05% No change 19,157 $149K
Csenge Advisory Group 0.01% New 18,076 $148K
Vest Financial, LLC 0.00% Add +41.3% 19,021 $148K
Kestra Advisory Services, LLC 0.00% Add +48.0% 18,903 $147K
Pitcairn Co. 0.01% Add +1.8% 18,782 $146K
Schechter Investment Advisors, LLC 0.01% Add +9.5% 18,476 $143K
Choreo, LLC 0.00% Reduce -24.5% 18,476 $143K
Principal Securities, Inc. 0.00% No change 17,583 $142K
Hedges Asset Management LLC 0.09% No change 18,000 $140K
Ascent Group, LLC 0.01% New 17,722 $138K
Checchi Capital Advisers, LLC 0.01% Add +15.4% 17,328 $134K
RFG Advisory, LLC 0.00% Reduce -10.0% 16,982 $132K
Avantax Advisory Services, Inc. 0.00% Add +14.3% 16,397 $127K
Dynamic Technology Lab Private Ltd 0.02% New 16,214 $126K
Merit Financial Group, LLC 0.00% Add +21.0% 16,079 $125K
Wrapmanager Inc. 0.03% Reduce -23.2% 15,893 $123K
Integrated Wealth Concepts LLC 0.00% Reduce -2.0% 15,180 $118K
Ieq Capital, LLC 0.00% Add +8.0% 15,055 $117K
Fulton Bank, N.A. 0.00% Add +18.9% 15,045 $117K
Evergreen Capital Management LLC 0.00% New 14,952 $116K
Freedom Investment Management, Inc. 0.01% Reduce -0.3% 14,865 $115K
Osaic Holdings, Inc. 0.00% Reduce -61.0% 14,603 $114K
Koss-Olinger Consulting, LLC 0.01% Reduce -89.8% 14,442 $112K
Caliber Wealth Management, LLC / KS 0.02% — 14,235 $110K
Glenmede Trust Co. NA 0.00% Add +0.3% 14,216 $110K
Burns Matteson Capital Management, LLC 0.06% Add +32.4% 14,076 $109K
Retirement Solution LLC 0.03% No change 14,057 $109K
GAMMA Investing LLC 0.01% Reduce -1.3% 13,898 $108K
Harbour Investments, Inc. 0.00% Reduce -0.2% 13,486 $105K
Kovack Advisors, Inc. 0.01% Reduce -83.5% 13,457 $104K
Ellevest, Inc. 0.01% Reduce -7.2% 13,443 $104K
Brooklyn Investment Group 0.02% Add +1664.6% 13,076 $101K
PEAK6 LLC 0.00% New 13,062 $101K
Neuberger Berman Group LLC 0.00% Reduce -99.1% 13,033 $101K
Franklin Resources Inc. 0.00% New 12,983 $101K
ICONIQ Capital, LLC 0.00% Add +3.1% 12,672 $98K
Mgo One Seven LLC 0.00% Reduce -5.9% 12,461 $97K
LCM Capital Management Inc 0.06% Add +5.1% 12,459 $97K
Caitong International Asset Management Co., Ltd 0.07% Add +692.4% 12,456 $97K
Alliance Wealth Advisors, LLC 0.02% Add +4.6% 12,200 $95K
DGS Capital Management, LLC 0.02% New 12,177 $94K
Sage Rhino Capital LLC 0.02% Reduce -1.0% 11,692 $91K
Wallace Advisory Group, LLC 0.06% New 11,203 $90K
Leonteq Securities AG 0.01% Reduce -3.6% 11,609 $90K
EverSource Wealth Advisors, LLC 0.00% Reduce -64.1% 11,482 $89K
Reynders McVeigh Capital Management, LLC 0.01% No change 11,504 $89K
626 Financial, LLC 0.05% No change 11,460 $89K
Susquehanna International Group, LLP 0.00% Reduce -97.1% 11,340 $88K
&partners 0.00% Reduce -17.6% 11,313 $87K
M&T Bank Corp 0.00% No change 11,141 $87K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -14.7% 11,096 $86K
Farringdon Capital, Ltd. 0.04% New 11,038 $86K
Baron Wealth Management LLC 0.04% Reduce -27.7% 10,959 $85K
CFO4Life Group, LLC 0.01% Reduce -33.6% 10,432 $81K
International Private Wealth Advisors LLC 0.08% Reduce -22.6% 10,340 $80K
Savant Capital, LLC 0.00% Reduce -42.8% 10,061 $78K
SBI Securities Co., Ltd. 0.00% Add +2.7% 9,771 $76K
Hexagon Capital Partners LLC 0.01% Add +11.0% 8,572 $67K
Grove Bank & Trust 0.01% Reduce -5.8% 8,444 $66K
Jones Financial Companies LLLP 0.00% Reduce -35.3% 8,357 $65K
Cwm, LLC 0.00% Reduce -2.9% 8,437 $65K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -33.1% 6,552 $52K
National Bank of Canada 0.00% Reduce -99.8% 6,525 $50K
Cromwell Holdings LLC 0.03% No change 5,946 $46K
Smartleaf Asset Management LLC 0.00% Add +0.5% 5,019 $39K
Financial Perspectives, Inc 0.01% No change 4,603 $36K
Armstrong Advisory Group, Inc. 0.00% No change 4,232 $34K
Minot DeBlois Advisors LLC 0.03% No change 4,350 $34K
Pinnacle Bancorp, Inc. 0.01% New 4,021 $31K
Coldstream Capital Management Inc. 0.00% New 3,707 $29K
Federated Hermes, Inc. 0.00% New 3,540 $27K
Mark Sheptoff Financial Planning, LLC 0.01% No change 3,500 $27K
Allworth Financial LP 0.00% Reduce -3.6% 3,196 $26K
Federation des caisses Desjardins du Quebec 0.00% Reduce -23.2% 3,296 $26K
Credit Agricole S A 0.00% No change 3,000 $23K
Rothschild Investment LLC 0.00% Reduce -2.3% 2,995 $23K
Ameriflex Group, Inc. 0.01% Add +4.0% 2,756 $21K
Private Trust Co. NA 0.00% Reduce -36.1% 2,720 $21K
Wolff Wiese Magana LLC 0.01% No change 2,603 $20K
Sound Income Strategies, LLC 0.00% No change 2,250 $17K
WealthCollab, LLC 0.01% Add +297.1% 2,228 $17K
UMB Bank, n.a. 0.00% No change 2,000 $16K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 1,994 $15K
CENTRAL TRUST Co 0.00% No change 1,900 $15K
Chesapeake Asset Management LLC 0.01% No change 1,800 $14K
Boyd Watterson Asset Management LLC 0.00% No change 1,767 $14K
Vermillion Wealth Management, Inc. 0.00% No change 1,720 $13K
JFS Wealth Advisors, LLC 0.00% Reduce -11.9% 1,606 $12K
Farther Finance Advisors, LLC 0.00% Add +3.4% 1,558 $12K
Moser Wealth Advisors, LLC 0.01% No change 1,500 $12K
Parkside Financial Bank & Trust 0.00% Add +557.8% 1,401 $11K
Financial Management Professionals, Inc. 0.00% New 1,320 $10K
Wayfinding Financial, LLC 0.00% New 1,345 $10K
Hantz Financial Services, Inc. 0.00% New 1,239 $10K
First Horizon Advisors, Inc. 0.00% Reduce -22.1% 1,240 $10K
2UniFi Bank 0.01% No change 1,000 $8K
Bessemer Group Inc. 0.00% Add +92.0% 1,006 $8K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.0% 923 $7K
SouthState Bank Corp 0.00% No change 910 $7K
Wilmington Savings Fund Society, FSB 0.00% Add +0.1% 894 $7K
TD Waterhouse Canada Inc. 0.00% Reduce -92.7% 799 $6K
Bell Investment Advisors, Inc 0.00% No change 776 $6K
Valley Wealth Managers, Inc. 0.00% No change 699 $5K
CIBC Private Wealth Group LLC 0.00% Add +64.8% 720 $5K
Sierra Ocean, LLC 0.00% Add +4.4% 525 $4K
Hemington Wealth Management 0.00% No change 527 $4K
GW&K Investment Management, LLC 0.00% No change 524 $4K
Ascentis Wealth Management, LLC 0.00% No change 476 $4K
CVA Family Office, LLC 0.00% No change 473 $4K
NBT Bank, N.A. 0.00% No change 437 $3K
Parallel Advisors, LLC 0.00% Add +164.8% 437 $3K
Mather Group, Llc. 0.00% No change 352 $3K
Spire Wealth Management 0.00% Reduce -8.9% 326 $3K
Truvestments Capital LLC 0.00% New 250 $2K
Bear Mountain Capital, Inc. 0.00% New 200 $2K
Cornerstone Planning Group LLC 0.00% Reduce -27.9% 199 $2K
MorganRosel Wealth Management, LLC 0.00% New 200 $2K
NewEdge Advisors, LLC 0.00% Add +1720.0% 182 $1K
Whipplewood Advisors, LLC 0.00% Reduce -88.5% 76 $1K
Creative Financial Designs Inc. 0.00% New 173 $1K
Trust Co. of Vermont 0.00% New 160 $1K
Zions Bancorporation, National Association 0.00% — 155 $1K
SRH Advisors, LLC 0.00% No change 150 $1K
Whittier Trust Co. of Nevada Inc. 0.00% No change 134 $1K
Addison Advisors LLC 0.00% No change 127 $986
Geneos Wealth Management Inc. 0.00% Reduce -96.0% 119 $923
West Branch Capital LLC 0.00% No change 100 $776
Private Wealth Asset Management, LLC 0.00% — 96 $745
NewSquare Capital LLC 0.00% New 90 $698
Highline Wealth Partners LLC 0.00% New 74 $574
Larson Financial Group LLC 0.00% New 72 $559
Signaturefd, LLC 0.00% No change 67 $520
True Wealth Design, LLC 0.00% Reduce -24.7% 64 $497
Key Financial Inc 0.00% No change 60 $466
North Star Investment Management Corp. 0.00% No change 57 $442
Raffa Wealth Management, LLC 0.00% No change 55 $427
IFP Advisors, Inc 0.00% Reduce -90.7% 37 $287
Guardian Wealth Management, Inc. 0.00% No change 30 $233
MAI Capital Management 0.00% No change 20 $156
Concord Wealth Partners 0.00% New 20 $155
Salomon & Ludwin, LLC 0.00% New 14 $109
Bogart Wealth, LLC 0.00% New 10 $78
GPS Wealth Strategies Group, LLC 0.00% New 9 $70
Huntington National Bank 0.00% Reduce -99.8% 2 $16
Rise Advisors, LLC 0.00% Reduce -100.0% 1 $10

"% 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.