Ericsson (lm) Tel-SP ADRERIC

13F holders, Q2 2025 (June 30)
356holders +32
58new positions
23sold out
6famous investors
$8.48avg. 13F price*

At the end of Q2 2025, 356 institutions reported holding Ericsson (lm) Tel-SP ADR (ERIC) in their 13F filings, up 32 from Q1 2025. 58 opened new positions and 23 sold out. The largest holders were Hotchkis & Wiley Capital Management LLC ($822.8M), Acadian Asset Management LLC ($687.2M) and Primecap Management Co. ($224.7M). 6 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Ericsson (lm) Tel-SP ADR
Filed as
TELEFONAKTIEBOLAGET LM ERICS (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions58$102.3M
Exits23$28.0M

All 13F filers, Q1 2025 → Q2 2025: 51,821,437 shares bought and 67,599,226 shares sold, net −15,777,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 356 holders

Hotchkis & Wiley Capital Management LLC 2.67% Reduce -10.3% 97,029,167 $822.8M
Acadian Asset Management LLC 1.42% Reduce -7.2% 81,043,144 $687.2M
Primecap Management Co. 0.18% Reduce -42.2% 26,493,699 $224.7M
Renaissance Technologies 0.24% Add +63.7% 21,575,900 $183.0M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -48.8% 15,975,909 $135.5M
Morgan Stanley 0.01% Add +16.6% 15,952,362 $135.3M
UBS Group AG 0.02% Add +45.5% 9,652,286 $81.9M
Optiver Holding B.V. 1.84% Add +298.6% 8,048,918 $68.3M
Goldman Sachs Group Inc. 0.01% Add +45.3% 6,988,533 $59.3M
Abc Arbitrage SA 4.96% Add +64.6% 5,121,349 $43.4M
Sei Investments Co. 0.05% Reduce -0.3% 5,007,077 $42.5M
New York State Common Retirement Fund 0.05% Reduce -11.4% 4,198,406 $35.6M
Millennium Management 0.03% Add +37.3% 4,051,458 $34.4M
Qube Research & Technologies Ltd 0.05% Add +475.8% 3,955,281 $33.5M
DigitalBridge Group, Inc. 3.33% Reduce -18.4% 3,893,867 $33.0M
JPMorgan Chase & Co. 0.00% Add +590.9% 3,524,928 $29.9M
Cubist Systematic Strategies, LLC 0.31% New 3,365,879 $28.5M
BNP Paribas Financial Markets 0.02% Add +42.9% 3,350,029 $28.4M
FMR LLC 0.00% Add +12.7% 3,217,109 $27.3M
Bank of America Corp. 0.00% Add +20.4% 3,117,281 $26.4M
Citadel Advisors 0.02% Reduce -17.4% 3,089,572 $26.2M
Russell Investments Group, Ltd. 0.03% Reduce -13.0% 2,769,026 $23.4M
Two Sigma Advisers, LP 0.04% Add +1.0% 2,258,600 $19.2M
Bank of Montreal 0.01% Reduce -23.3% 2,075,092 $17.6M
Jump Financial, LLC 0.22% New 2,059,036 $17.5M
Point72 Asset Management 0.04% New 1,853,806 $15.7M
Northern Trust Corp. 0.00% Reduce -49.8% 1,837,949 $15.6M
Public Employees Retirement System of Ohio 0.04% Reduce -15.5% 1,376,301 $11.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +5.6% 1,308,676 $11.1M
Tower Research Capital LLC (TRC) 0.29% Add +229.3% 1,282,032 $10.9M
Envestnet Asset Management Inc. 0.00% Add +25.0% 1,275,046 $10.8M
Lazard Asset Management LLC 0.02% Add +197.2% 1,242,381 $10.5M
Penserra Capital Management LLC 0.15% New 1,231,869 $10.4M
Boothbay Fund Management, LLC 0.33% Reduce -23.0% 1,227,079 $10.4M
American Century Companies Inc. 0.00% Add +13.8% 988,708 $8.4M
US Bancorp \de 0.01% Add +7.1% 932,217 $7.9M
Summit Securities Group LLC 2.81% Add +347.1% 924,788 $7.8M
Capital Fund Management S.A. 0.09% Add +29.9% 924,442 $7.8M
Natixis Advisors, LLC 0.01% Add +6.1% 899,106 $7.6M
O'shaughnessy Asset Management, LLC 0.05% Reduce -4.7% 886,356 $7.5M
Verition Fund Management LLC 0.04% Add +27.1% 845,176 $7.2M
Quantinno Capital Management LP 0.03% Add +20.6% 826,494 $7.0M
First Trust Advisors LP 0.01% Add +3.5% 815,783 $6.9M
LPL Financial LLC 0.00% Add +40.4% 775,373 $6.6M
Macquarie Group Ltd. 0.01% Reduce -3.7% 759,912 $6.4M
BlackRock, Inc. 0.00% Reduce -8.6% 757,985 $6.4M
Ameriprise Financial Inc. 0.00% Reduce -0.2% 735,478 $6.2M
Drum Hill Capital, LLC 6.79% Reduce -1.7% 713,002 $6.0M
Turim 21 Investimentos Ltda. 1.11% No change 670,000 $5.7M
SG Americas Securities, LLC 0.03% Add +321.2% 665,815 $5.6M
Trexquant Investment LP 0.06% Reduce -60.8% 648,118 $5.5M
Leuthold Group, LLC 0.61% Add +49.1% 602,678 $5.1M
FNY Investment Advisers, LLC 2.12% Add +1050.0% 575,000 $4.9M
Dimensional Fund Advisors LP 0.00% Reduce -32.0% 525,338 $4.5M
QRG Capital Management, Inc. 0.04% Add +2.2% 505,096 $4.3M
Amundi 0.00% No change 498,887 $4.3M
Jane Street Group, LLC 0.01% Reduce -80.3% 469,551 $4.0M
Denali Advisors LLC 0.41% Add +0.1% 458,698 $3.9M
HRT Financial LP 0.02% Reduce -46.3% 449,153 $3.8M
CWA Asset Management Group, LLC 0.15% Add +15.3% 430,741 $3.7M
Schonfeld Strategic Advisors LLC 0.03% New 414,131 $3.5M
Y-Intercept (Hong Kong) Ltd 0.08% New 380,351 $3.2M
Bayesian Capital Management, LP 0.46% New 343,400 $2.9M
Diversified Trust Co. 0.06% Reduce -1.6% 338,477 $2.9M
Earnest Partners LLC 0.01% Reduce -6.4% 338,416 $2.9M
Charles Schwab Investment Management Inc. 0.00% Add +16.5% 328,478 $2.8M
Marshall Wace, LLP 0.00% New 322,558 $2.7M
Azzad Asset Management Inc. 0.29% Reduce -8.6% 319,296 $2.7M
Manning & Napier Advisors LLC 0.03% New 304,896 $2.6M
Ritholtz Wealth Management 0.06% Reduce -5.9% 303,538 $2.6M
BCS Private Wealth Management, Inc. 0.95% — 297,098 $2.5M
Wells Fargo & Company 0.00% Add +46.3% 291,779 $2.5M
Henry James International Management Inc. 0.81% No change 291,016 $2.5M
Aigen Investment Management, LP 0.32% New 279,434 $2.4M
Engineers Gate Manager LP 0.03% Reduce -39.0% 279,043 $2.4M
Mercer Global Advisors Inc. 0.01% Reduce -4.9% 275,311 $2.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +104.3% 269,333 $2.3M
Crossmark Global Holdings, Inc. 0.04% Reduce -0.0% 267,095 $2.3M
Forum Financial Management, LP 0.03% Reduce -8.1% 252,252 $2.1M
Geode Capital Management, LLC 0.00% Add +0.7% 250,389 $2.1M
Quantbot Technologies LP 0.05% New 247,903 $2.1M
Ethic Inc. 0.04% Reduce -9.7% 247,959 $2.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +35.9% 241,211 $2.0M
AQR Capital Management 0.00% Add +68.2% 226,882 $1.9M
Ashton Thomas Private Wealth, LLC 0.06% Add +12.5% 213,455 $1.8M
XTX Topco Ltd 0.07% Add +125.8% 212,582 $1.8M
Cibc World Market Inc. 0.00% Reduce -0.6% 208,439 $1.8M
Syon Capital LLC 0.11% Add +66.0% 194,745 $1.7M
Vident Advisory, LLC 0.02% Add +30.7% 192,245 $1.6M
Dorsey Wright & Associates 0.36% Reduce -38.6% 180,798 $1.5M
Stifel Financial Corp. 0.00% Reduce -30.9% 175,759 $1.5M
Boston Partners 0.00% Reduce -9.2% 173,430 $1.5M
Headlands Technologies LLC 0.17% New 168,138 $1.4M
Archford Capital Strategies, LLC 0.16% New 143,502 $1.2M
GTS Securities LLC 0.05% Add +58.5% 142,821 $1.2M
Cookson Peirce & Co. Inc. 0.05% Add +23.7% 141,531 $1.2M
Bank of New York Mellon Corp 0.00% Reduce -0.5% 139,272 $1.2M
Advisors Asset Management, Inc. 0.02% Reduce -17.4% 136,068 $1.2M
Citigroup Inc. 0.00% Add +30.6% 133,436 $1.1M
Assetmark, Inc. 0.00% Add +68.0% 132,678 $1.1M
Oppenheimer & Co. Inc. 0.01% Reduce -44.6% 132,301 $1.1M
Mariner, LLC 0.00% Add +14.2% 131,242 $1.1M
Diversify Wealth Management, LLC 0.07% Add +16.6% 138,777 $1.1M
AdvisorShares Investments LLC 0.19% Add +17.6% 122,151 $1.0M
Quadrature Capital Ltd 0.02% New 111,940 $950K
Callan Family Office, LLC 0.03% Add +210.0% 107,750 $914K
Campbell & CO Investment Adviser LLC 0.06% New 107,411 $911K
Cetera Investment Advisers 0.00% Add +19.3% 106,673 $905K
Elevation Point Wealth Partners, LLC 0.07% Add +78.3% 105,892 $898K
Bayforest Capital Ltd 0.38% Reduce -15.0% 102,112 $866K
MML Investors Services, LLC 0.00% Reduce -0.4% 95,858 $813K
HighTower Advisors, LLC 0.00% Reduce -15.2% 94,199 $799K
Raymond James Financial Inc. 0.00% Reduce -8.1% 93,962 $797K
Vise Technologies, Inc. 0.03% — 92,886 $788K
Legacy Wealth Asset Management, LLC 0.20% Reduce -11.5% 90,934 $771K
Woodline Partners LP 0.00% New 89,762 $761K
Balyasny Asset Management L.P. 0.00% Reduce -92.0% 86,249 $731K
Rhumbline Advisers 0.00% Add +0.1% 86,158 $731K
Quadrant Capital Group LLC 0.03% Reduce -11.0% 82,587 $700K
Michels Family Financial, LLC 0.58% Reduce -2.6% 80,445 $682K
Kestra Private Wealth Services, LLC 0.01% New 79,858 $677K
Cerity Partners LLC 0.00% Add +5.7% 79,819 $677K
NorthCrest Asset Manangement, LLC 0.02% Reduce -3.4% 79,179 $676K
Pathstone Holdings, LLC 0.00% Reduce -13.4% 78,976 $670K
Great Diamond Partners, LLC 0.14% Add +1.8% 76,543 $649K
Van Eck Associates Corp. 0.00% New 71,189 $604K
PNC Financial Services Group, Inc. 0.00% Add +35.1% 69,175 $587K
Centiva Capital, LP 0.04% Add +94.1% 67,141 $569K
Orion Porfolio Solutions, LLC 0.00% Add +14.4% 64,755 $549K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -14.0% 63,653 $540K
Profund Advisors LLC 0.02% Add +3.6% 61,046 $518K
Institute for Wealth Management, LLC. 0.06% No change 60,275 $511K
RNC Capital Management LLC 0.02% Add +13.7% 58,360 $495K
Gateway Investment Advisers LLC 0.01% Reduce -90.3% 57,275 $486K
Yousif Capital Management, LLC 0.01% Add +17.0% 55,228 $468K
AlphaCore Capital LLC 0.02% Add +15.9% 53,863 $457K
Guggenheim Capital LLC 0.00% Reduce -38.9% 53,474 $453K
Atria Investments, Inc 0.01% Reduce -0.6% 52,846 $448K
Global Retirement Partners, LLC 0.01% — 52,063 $441K
Northwestern Mutual Wealth Management Co. 0.00% Add +13.0% 48,490 $411K
Park Avenue Securities LLC 0.00% New 48,442 $411K
Blueshift Asset Management, LLC 0.12% New 46,511 $394K
Intrust Bank NA 0.03% Reduce -2.7% 46,028 $390K
Corient Private Wealth LP 0.00% Reduce -20.6% 44,962 $381K
Investors Research Corp 0.07% No change 44,683 $379K
Tidal Investments LLC 0.00% Reduce -22.2% 44,531 $378K
Integrated Wealth Concepts LLC 0.00% Add +189.8% 43,999 $373K
Invesco Ltd. 0.00% Reduce -36.6% 43,438 $368K
TD Private Client Wealth LLC 0.01% Add +40.3% 40,774 $346K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -3.1% 40,514 $344K
Royal Bank of Canada 0.00% Reduce -27.3% 39,458 $335K
Versant Capital Management, Inc 0.05% Add +8.4% 38,596 $327K
GMO 0.00% New 37,929 $322K
Compound Planning, Inc. 0.01% Reduce -9.2% 37,711 $320K
Diversify Advisory Services, LLC 0.01% Add +24.8% 42,021 $320K
First Affirmative Financial Network 0.16% Reduce -5.1% 36,495 $309K
Coldstream Capital Management Inc. 0.01% Add +876.5% 36,199 $307K
Baldwin Wealth Partners LLC 0.02% Add +22.2% 35,673 $303K
Truist Financial Corp. 0.00% Reduce -8.6% 35,325 $300K
Blue Trust, Inc. 0.00% Add +57.3% 34,882 $296K
Legacy Capital Group California, Inc. 0.08% Add +20.5% 34,674 $294K
Naviter Wealth, LLC 0.04% New 34,459 $292K
LSV Asset Management 0.00% New 34,300 $291K
Commonwealth Equity Services, LLC 0.00% Reduce -31.9% 32,769 $278K
Aaron Wealth Advisors LLC 0.03% Add +7.6% 32,414 $275K
Brucke Financial, Inc. 0.19% Add +3.9% 32,128 $272K
Kathmere Capital Management, LLC 0.02% Add +16.5% 32,024 $272K
Ieq Capital, LLC 0.00% Add +107.4% 31,223 $265K
Atlas Capital Advisors Inc. 0.03% Reduce -4.2% 31,170 $264K
United Capital Financial Advisors, LLC 0.00% Reduce -8.5% 31,136 $264K
BNP Paribas 0.01% No change 30,000 $254K
Contravisory Investment Management, Inc. 0.05% Add +7.0% 29,046 $246K
Shilanski & Associates, Inc. 0.07% Reduce -0.4% 28,798 $244K
Choreo, LLC 0.00% Add +55.6% 28,743 $244K
Osaic Holdings, Inc. 0.00% Add +95.0% 28,482 $238K
&partners 0.00% Add +148.1% 28,063 $238K
Susquehanna International Group, LLP 0.00% Add +129.8% 26,060 $221K
Envestnet Portfolio Solutions, Inc. 0.00% Add +18.5% 26,050 $221K
Personal Cfo Solutions, LLC 0.04% Add +6.9% 26,002 $220K
Dynamic Technology Lab Private Ltd 0.03% Add +60.1% 25,957 $220K
Allspring Global Investments Holdings, LLC 0.00% Add +0.3% 25,295 $216K
Fox Run Management, L.L.C. 0.04% Reduce -73.6% 24,888 $211K
Sequoia Financial Advisors, LLC 0.00% Reduce -12.0% 24,371 $207K
Fulton Bank, N.A. 0.01% Add +61.6% 24,316 $206K
Merit Financial Group, LLC 0.00% Add +47.8% 23,763 $202K
Captrust Financial Advisors 0.00% Reduce -14.0% 23,672 $201K
Two Sigma Securities, LLC 0.02% New 23,511 $199K
Creative Planning 0.00% Reduce -25.4% 23,295 $198K
Cambridge Investment Research Advisors, Inc. 0.00% Add +10.2% 23,173 $197K
Vest Financial, LLC 0.00% Add +21.4% 23,082 $196K
Mengis Capital Management, Inc. 0.04% No change 22,300 $189K
Ascent Group, LLC 0.01% Add +24.8% 22,122 $188K
Beverly Hills Private Wealth, LLC 0.04% Reduce -4.6% 21,932 $186K
Five Oceans Advisors 0.08% No change 21,739 $184K
Avantax Advisory Services, Inc. 0.00% Add +31.4% 21,545 $183K
Neuberger Berman Group LLC 0.00% Add +57.2% 20,485 $174K
Sivia Capital Partners, LLC 0.06% New 20,462 $174K
Burns Matteson Capital Management, LLC 0.08% Add +43.5% 20,192 $171K
Walleye Capital LLC 0.00% Reduce -67.0% 19,954 $169K
Aprio Wealth Management, LLC 0.02% Reduce -57.9% 19,946 $169K
Ruedi Wealth Management, Inc. 0.05% No change 19,157 $162K
Legal & General Group Plc 0.00% New 18,752 $159K
Cresset Asset Management, LLC 0.00% Reduce -40.8% 18,674 $158K
Nilsine Partners, LLC 0.02% Reduce -7.0% 18,664 $158K
Kestra Advisory Services, LLC 0.00% Reduce -4.0% 18,152 $154K
Wealth Enhancement Advisory Services, LLC 0.00% Add +61.6% 17,927 $153K
Hedges Asset Management LLC 0.12% No change 18,000 $153K
Pitcairn Co. 0.01% Reduce -5.6% 17,728 $150K
RFG Advisory, LLC 0.00% Reduce -0.3% 16,927 $144K
GAMMA Investing LLC 0.01% Add +18.7% 16,494 $140K
Empower Advisory Group, LLC 0.00% Reduce -25.5% 16,284 $138K
Csenge Advisory Group 0.01% Reduce -9.9% 16,284 $138K
Family Manage LLC 0.02% New 16,018 $136K
Savant Capital, LLC 0.00% Add +59.2% 16,014 $136K
Townsquare Capital LLC 0.01% Reduce -84.8% 15,873 $135K
DRW Securities, LLC 0.01% New 15,454 $131K
Checchi Capital Advisers, LLC 0.01% Reduce -10.9% 15,443 $131K
Evergreen Capital Management LLC 0.00% Add +1.0% 15,100 $128K
Moloney Securities Asset Management, LLC 0.02% Reduce -44.4% 15,000 $127K
Glenmede Investment Management, LP 0.00% — 14,760 $125K
CFO4Life Group, LLC 0.02% Add +40.1% 14,614 $124K
Walleye Trading LLC 0.00% Reduce -51.6% 14,424 $122K
Caliber Wealth Management, LLC / KS 0.01% No change 14,235 $121K
EverSource Wealth Advisors, LLC 0.01% Add +23.1% 14,133 $120K
International Private Wealth Advisors LLC 0.10% Add +36.7% 14,132 $120K
Retirement Solution LLC 0.03% No change 14,057 $119K
DGS Capital Management, LLC 0.02% Add +15.2% 14,025 $119K
Vestmark Advisory Solutions, Inc. 0.00% New 14,006 $119K
Hennessy Advisors Inc. 0.00% New 13,622 $116K
Harbour Investments, Inc. 0.00% No change 13,486 $114K
HF Advisory Group, LLC 0.04% New 13,419 $114K
Franklin Resources Inc. 0.00% Add +1.8% 13,217 $112K
Atom Investors LP 0.01% New 13,207 $112K
Mgo One Seven LLC 0.00% Add +2.6% 12,789 $108K
Alliance Wealth Advisors, LLC 0.03% Add +1.3% 12,354 $105K
LCM Capital Management Inc 0.05% Reduce -1.7% 12,251 $104K
Focus Partners Wealth 0.00% New 12,135 $103K
ICONIQ Capital, LLC 0.00% Reduce -6.7% 11,819 $100K
Principal Securities, Inc. 0.00% Reduce -33.9% 11,620 $99K
Sage Rhino Capital LLC 0.02% Reduce -1.0% 11,575 $98K
Freedom Investment Management, Inc. 0.01% Reduce -22.5% 11,526 $98K
Jones Financial Companies LLLP 0.00% Add +38.5% 11,576 $98K
MQS Management LLC 0.05% New 11,518 $98K
Baron Wealth Management LLC 0.03% Add +5.1% 11,516 $98K
R Squared Ltd 0.05% New 11,480 $97K
626 Financial, LLC 0.05% No change 11,460 $97K
Brooklyn Investment Group 0.01% Reduce -12.4% 11,452 $97K
Koss-Olinger Consulting, LLC 0.01% Reduce -20.8% 11,442 $97K
SYM FINANCIAL Corp 0.01% New 11,179 $95K
National Bank of Canada 0.00% Add +70.3% 11,111 $94K
M&T Bank Corp 0.00% No change 11,141 $94K
Wrapmanager Inc. 0.02% Reduce -30.6% 11,034 $94K
Corient IA LP 0.05% New 11,000 $93K
Hexagon Capital Partners LLC 0.02% Add +28.0% 10,975 $93K
Leonteq Securities AG 0.01% Reduce -6.4% 10,861 $92K
Endowment Wealth Management, Inc. 0.05% New 10,836 $92K
J.W. Cole Advisors, Inc. 0.00% New 10,624 $90K
Magnus Financial Group LLC 0.01% New 10,605 $90K
Diametric Capital, LP 0.05% New 10,561 $90K
Cromwell Holdings LLC 0.05% Add +72.8% 10,276 $87K
Wallace Advisory Group, LLC 0.06% Reduce -1.5% 11,034 $86K
PFG Investments, LLC 0.01% New 10,078 $85K
Bingham Private Wealth, LLC 0.08% New 10,026 $85K
D.A. Davidson & Co. 0.00% Reduce -69.7% 10,000 $85K
Hantz Financial Services, Inc. 0.00% Add +602.8% 8,708 $74K
SBI Securities Co., Ltd. 0.00% Reduce -12.7% 8,526 $72K
Smartleaf Asset Management LLC 0.01% Add +67.9% 8,425 $71K
Grove Bank & Trust 0.01% Reduce -1.2% 8,339 $71K
Cwm, LLC 0.00% Reduce -7.9% 7,769 $66K
Allworth Financial LP 0.00% Add +126.3% 7,232 $61K
Foster Dykema Cabot & Partners, LLC 0.00% No change 6,552 $56K
First Horizon Advisors, Inc. 0.00% Add +402.8% 6,235 $53K
GeoWealth Management, LLC 0.00% New 4,796 $41K
Financial Perspectives, Inc 0.01% No change 4,603 $39K
Pinnacle Bancorp, Inc. 0.01% Add +13.6% 4,569 $39K
Minot DeBlois Advisors LLC 0.03% No change 4,350 $37K
Deutsche Bank AG 0.00% New 4,249 $36K
Armstrong Advisory Group, Inc. 0.00% No change 4,232 $36K
Private Trust Co. NA 0.00% Add +34.0% 3,646 $31K
Mark Sheptoff Financial Planning, LLC 0.02% No change 3,500 $30K
Rothschild Investment LLC 0.00% Add +13.4% 3,397 $29K
Federated Hermes, Inc. 0.00% Reduce -12.5% 3,096 $26K
Ameriflex Group, Inc. 0.01% No change 2,756 $23K
Wolff Wiese Magana LLC 0.01% No change 2,603 $22K
NewSquare Capital LLC 0.00% Add +2412.2% 2,261 $19K
Sound Income Strategies, LLC 0.00% No change 2,250 $19K
UMB Bank, n.a. 0.00% No change 2,000 $17K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 1,994 $17K
CENTRAL TRUST Co 0.00% No change 1,900 $16K
Chesapeake Asset Management LLC 0.01% No change 1,800 $15K
Boyd Watterson Asset Management LLC 0.00% No change 1,767 $15K
CIBC Private Wealth Group LLC 0.00% Add +126.7% 1,632 $14K
JFS Wealth Advisors, LLC 0.00% No change 1,606 $14K
Vermillion Wealth Management, Inc. 0.01% Reduce -11.6% 1,520 $13K
IFP Advisors, Inc 0.00% Add +3959.5% 1,502 $13K
Moser Wealth Advisors, LLC 0.01% No change 1,500 $13K
Farther Finance Advisors, LLC 0.00% Reduce -4.1% 1,494 $13K
Ameritas Advisory Services, LLC 0.00% New 1,288 $11K
Twin Peaks Wealth Advisors, LLC 0.00% New 1,361 $10K
Bell Investment Advisors, Inc 0.00% Add +54.5% 1,199 $10K
Arax Advisory Partners 0.00% New 1,029 $9K
2UniFi Bank 0.00% No change 1,000 $8K
Huntington National Bank 0.00% Add +48050.0% 963 $8K
WealthCollab, LLC 0.00% Reduce -57.7% 942 $8K
Steward Partners Investment Advisory, LLC 0.00% No change 923 $8K
SouthState Bank Corp 0.00% No change 910 $8K
Wilmington Savings Fund Society, FSB 0.00% No change 894 $8K
Sierra Ocean, LLC 0.01% Add +68.2% 883 $7K
TD Waterhouse Canada Inc. 0.00% No change 799 $7K
Bessemer Group Inc. 0.00% Reduce -27.2% 732 $6K
Parkside Financial Bank & Trust 0.00% Reduce -53.8% 647 $5K
MAI Capital Management 0.00% Add +3115.0% 643 $5K
Caitong International Asset Management Co., Ltd 0.00% Reduce -95.1% 613 $5K
Dogwood Wealth Management LLC 0.00% New 592 $5K
Ascentis Wealth Management, LLC 0.00% No change 476 $4K
CVA Family Office, LLC 0.00% No change 473 $4K
Hemington Wealth Management 0.00% No change 527 $4K
GW&K Investment Management, LLC 0.00% No change 524 $4K
NBT Bank, N.A. 0.00% No change 437 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 399 $3K
Spire Wealth Management 0.00% Add +0.6% 328 $3K
Stephens Consulting, LLC 0.00% New 281 $2K
Financial Management Professionals, Inc. 0.00% Reduce -79.8% 267 $2K
Bruce G. Allen Investments, LLC 0.00% New 239 $2K
Cornerstone Planning Group LLC 0.00% Add +37.7% 274 $2K
Larson Financial Group LLC 0.00% Add +218.1% 229 $2K
MorganRosel Wealth Management, LLC 0.00% No change 200 $2K
Bear Mountain Capital, Inc. 0.00% No change 200 $1K
Whipplewood Advisors, LLC 0.00% Add +130.3% 175 $1K
NewEdge Advisors, LLC 0.00% Reduce -3.9% 175 $1K
Geneos Wealth Management Inc. 0.00% Add +45.4% 173 $1K
SRH Advisors, LLC 0.00% No change 150 $1K
Zions Bancorporation, National Association 0.00% Reduce -4.5% 148 $1K
Physician Wealth Advisors, Inc. 0.00% New 137 $1K
Whittier Trust Co. of Nevada Inc. 0.00% No change 134 $1K
Beaird Harris Wealth Management, LLC 0.00% New 132 $1K
Addison Advisors LLC 0.00% No change 127 $1K
Parallel Advisors, LLC 0.00% Reduce -75.7% 106 $899
Federation des caisses Desjardins du Quebec 0.00% Reduce -96.8% 106 $899
West Branch Capital LLC 0.00% No change 100 $858
Crewe Advisors LLC 0.00% New 100 $848
Private Wealth Asset Management, LLC 0.00% No change 96 $814
GPS Wealth Strategies Group, LLC 0.00% Add +733.3% 75 $636
Fifth Third Bancorp 0.00% New 73 $619
Signaturefd, LLC 0.00% No change 67 $568
True Wealth Design, LLC 0.00% Reduce -3.1% 62 $526
Key Financial Inc 0.00% No change 60 $509
North Star Investment Management Corp. 0.00% No change 57 $483
Raffa Wealth Management, LLC 0.00% No change 55 $466
Principia Wealth Advisory, LLC 0.00% New 54 $458
Highline Wealth Partners LLC 0.00% Reduce -27.0% 54 $458
Salomon & Ludwin, LLC 0.00% Add +135.7% 33 $282
Concord Wealth Partners 0.00% No change 20 $170
Bogart Wealth, LLC 0.00% No change 10 $85
Rise Advisors, LLC 0.00% No change 1 $11
Total Investment Management Inc. 0.00% New 1 $8

"% 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.