Ericsson (lm) Tel-SP ADRERIC

13F holders, Q3 2025 (September 30)
328holders −28
40new positions
64sold out
5famous investors
$8.27avg. 13F price*

At the end of Q3 2025, 328 institutions reported holding Ericsson (lm) Tel-SP ADR (ERIC) in their 13F filings, down 28 from Q2 2025. 40 opened new positions and 64 sold out. The largest holders were Hotchkis & Wiley Capital Management LLC ($797.0M), Acadian Asset Management LLC ($580.3M) and Primecap Management Co. ($205.9M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions40$10.0M
Exits64$129.5M

All 13F filers, Q2 2025 → Q3 2025: 8,537,628 shares bought and 78,319,515 shares sold, net −69,781,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 328 holders

Hotchkis & Wiley Capital Management LLC 2.47% Reduce -0.7% 96,378,011 $797.0M
Acadian Asset Management LLC 1.01% Reduce -13.4% 70,173,376 $580.3M
Primecap Management Co. 0.16% Reduce -6.0% 24,893,699 $205.9M
Renaissance Technologies 0.14% Reduce -39.1% 13,148,900 $108.7M
Morgan Stanley 0.01% Reduce -33.9% 10,546,624 $87.2M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -35.1% 10,372,019 $85.8M
UBS Group AG 0.01% Reduce -26.9% 7,060,396 $58.4M
Goldman Sachs Group Inc. 0.01% Reduce -15.9% 5,878,443 $48.6M
Sei Investments Co. 0.05% Add +4.2% 5,218,888 $43.2M
New York State Common Retirement Fund 0.04% Reduce -1.9% 4,116,426 $34.0M
Citadel Advisors 0.03% Add +24.6% 3,850,168 $31.8M
Abc Arbitrage SA 2.61% Reduce -37.3% 3,209,815 $26.5M
Millennium Management 0.02% Reduce -23.0% 3,121,140 $25.8M
FMR LLC 0.00% Reduce -7.9% 2,962,592 $24.5M
Bank of Montreal 0.01% Add +19.1% 2,472,380 $20.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +66.2% 2,174,935 $18.0M
Optiver Holding B.V. 0.26% Reduce -76.0% 1,931,150 $16.0M
Northern Trust Corp. 0.00% Add +1.7% 1,868,863 $15.5M
Two Sigma Advisers, LP 0.03% Reduce -17.6% 1,861,200 $15.4M
Lazard Asset Management LLC 0.02% Add +26.9% 1,576,447 $13.0M
Russell Investments Group, Ltd. 0.01% Reduce -42.3% 1,598,324 $13.0M
Bank of America Corp. 0.00% Reduce -53.9% 1,438,622 $11.9M
Penserra Capital Management LLC 0.14% Add +16.7% 1,437,038 $11.9M
JPMorgan Chase & Co. 0.00% Reduce -59.8% 1,417,915 $11.7M
Public Employees Retirement System of Ohio 0.04% No change 1,376,301 $11.4M
Verition Fund Management LLC 0.06% Add +49.1% 1,260,026 $10.4M
BlackRock, Inc. 0.00% Add +64.1% 1,243,898 $10.3M
First Trust Advisors LP 0.01% Add +48.4% 1,210,266 $10.0M
American Century Companies Inc. 0.01% Add +19.3% 1,179,299 $9.8M
Marshall Wace, LLP 0.01% Add +234.3% 1,078,145 $8.9M
Envestnet Asset Management Inc. 0.00% Reduce -15.5% 1,077,648 $8.9M
BNP Paribas Financial Markets 0.01% Reduce -69.4% 1,025,528 $8.5M
US Bancorp \de 0.01% Add +8.8% 1,014,490 $8.4M
Quantinno Capital Management LP 0.02% Add +11.6% 922,420 $7.6M
O'shaughnessy Asset Management, LLC 0.04% Reduce -1.1% 876,748 $7.3M
Natixis Advisors, LLC 0.01% Reduce -7.8% 829,396 $6.9M
LPL Financial LLC 0.00% Reduce -1.1% 766,683 $6.3M
Macquarie Group Ltd. 0.01% No change 759,912 $6.3M
HRT Financial LP 0.02% Add +64.5% 738,676 $6.1M
Ameriprise Financial Inc. 0.00% Add +0.1% 736,430 $6.1M
Drum Hill Capital, LLC 6.51% Add +0.1% 713,602 $5.9M
Jump Financial, LLC 0.08% Reduce -66.3% 693,444 $5.7M
Turim 21 Investimentos Ltda. 1.86% No change 670,000 $5.5M
Leuthold Group, LLC 0.58% Add +6.6% 642,557 $5.3M
Dimensional Fund Advisors LP 0.00% Add +17.7% 618,355 $5.1M
CWA Asset Management Group, LLC 0.18% Add +33.2% 573,756 $4.7M
Y-Intercept (Hong Kong) Ltd 0.10% Add +30.0% 494,505 $4.1M
Qube Research & Technologies Ltd 0.01% Reduce -87.8% 480,635 $4.0M
Jane Street Group, LLC 0.00% Reduce -0.8% 465,551 $3.9M
Denali Advisors LLC 0.38% Reduce -11.6% 405,497 $3.4M
Panagora Asset Management Inc. 0.01% New 392,338 $3.2M
Diversified Trust Co. 0.06% Add +14.6% 387,840 $3.2M
Van Eck Associates Corp. 0.00% Add +434.3% 380,372 $3.1M
Charles Schwab Investment Management Inc. 0.00% Add +12.2% 368,697 $3.0M
Tower Research Capital LLC (TRC) 0.08% Reduce -74.1% 332,387 $2.7M
Earnest Partners LLC 0.01% Reduce -2.5% 329,975 $2.7M
Forum Financial Management, LP 0.04% Add +29.6% 326,980 $2.7M
Azzad Asset Management Inc. 0.26% Add +0.1% 319,538 $2.6M
Ritholtz Wealth Management 0.05% Add +3.8% 314,913 $2.6M
BCS Private Wealth Management, Inc. 0.92% Add +2.9% 305,742 $2.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +13.5% 305,681 $2.5M
Henry James International Management Inc. 0.74% Reduce -0.0% 290,971 $2.4M
Manning & Napier Advisors LLC 0.03% Reduce -7.6% 281,739 $2.3M
QRG Capital Management, Inc. 0.03% Reduce -44.9% 278,312 $2.3M
Crossmark Global Holdings, Inc. 0.03% Add +0.0% 267,103 $2.2M
Ethic Inc. 0.04% Add +4.9% 260,114 $2.2M
Capital Fund Management S.A. 0.02% Reduce -72.2% 257,337 $2.1M
Citigroup Inc. 0.00% Add +91.0% 254,858 $2.1M
Geode Capital Management, LLC 0.00% Reduce -0.0% 250,354 $2.1M
Mercer Global Advisors Inc. 0.00% Reduce -18.7% 223,838 $1.9M
Boston Partners 0.00% Add +14.6% 198,675 $1.6M
Quantbot Technologies LP 0.04% Reduce -21.0% 195,889 $1.6M
Engineers Gate Manager LP 0.02% Reduce -30.6% 193,579 $1.6M
Archford Capital Strategies, LLC 0.19% Add +31.7% 188,954 $1.6M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -22.0% 188,109 $1.6M
Headlands Technologies LLC 0.12% Add +5.2% 176,897 $1.5M
AQR Capital Management 0.00% Reduce -22.2% 176,493 $1.5M
Vident Advisory, LLC 0.01% Reduce -14.3% 164,692 $1.4M
Quantitative Investment Management, LLC 0.19% New 163,228 $1.3M
GMO 0.00% Add +321.8% 159,964 $1.3M
Cookson Peirce & Co. Inc. 0.05% Add +0.7% 142,555 $1.2M
Assetmark, Inc. 0.00% Add +5.2% 139,551 $1.2M
Bank of New York Mellon Corp 0.00% Reduce -2.8% 135,410 $1.1M
Trexquant Investment LP 0.01% Reduce -79.3% 134,077 $1.1M
Mariner, LLC 0.00% Reduce -2.8% 127,559 $1.1M
Advisors Asset Management, Inc. 0.02% Reduce -13.0% 118,428 $979K
Cetera Investment Advisers 0.00% Add +5.3% 112,377 $929K
Caprock Group, LLC 0.02% — 115,123 $906K
Syon Capital LLC 0.05% Reduce -44.2% 108,693 $899K
AlphaCore Capital LLC 0.03% Add +99.2% 107,289 $887K
ExodusPoint Capital Management, LP 0.01% New 104,136 $861K
Vise Technologies, Inc. 0.03% Add +7.4% 99,795 $825K
HighTower Advisors, LLC 0.00% Reduce -0.1% 94,057 $778K
Legacy Wealth Asset Management, LLC 0.19% Add +1.3% 92,083 $762K
MML Investors Services, LLC 0.00% Reduce -4.5% 91,576 $757K
Mirae Asset Global Investments Co., Ltd. 0.00% New 91,374 $756K
Shelton Capital Management 0.02% New 88,807 $734K
Guggenheim Capital LLC 0.01% Add +63.1% 87,238 $721K
XTX Topco Ltd 0.04% Reduce -59.3% 86,512 $715K
Raymond James Financial Inc. 0.00% Reduce -9.3% 85,226 $705K
Rhumbline Advisers 0.00% Reduce -1.1% 85,181 $704K
Two Sigma Securities, LLC 0.10% Add +253.1% 83,027 $687K
Cerity Partners LLC 0.00% Add +0.3% 80,056 $662K
Pathstone Holdings, LLC 0.00% Reduce -1.4% 77,859 $644K
Vestmark Advisory Solutions, Inc. 0.01% Add +452.2% 77,337 $640K
Michels Family Financial, LLC 0.49% Reduce -5.2% 76,260 $631K
Ieq Capital, LLC 0.00% Add +138.9% 74,593 $617K
NorthCrest Asset Manangement, LLC 0.01% Reduce -8.3% 72,574 $612K
Quadrant Capital Group LLC 0.02% Reduce -12.4% 72,317 $598K
Coldstream Capital Management Inc. 0.01% Add +86.2% 67,407 $562K
PNC Financial Services Group, Inc. 0.00% Reduce -4.3% 66,193 $547K
Cardinal Point Capital Management ULC 0.04% New 64,750 $535K
Callan Family Office, LLC 0.02% Reduce -40.1% 64,531 $534K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.0% 64,100 $530K
Institute for Wealth Management, LLC. 0.05% Add +5.1% 63,338 $524K
RNC Capital Management LLC 0.02% Add +8.1% 63,091 $522K
Northwestern Mutual Wealth Management Co. 0.00% Add +25.0% 60,614 $501K
Bayforest Capital Ltd 0.24% Reduce -41.2% 60,066 $497K
Aigen Investment Management, LP 0.07% Reduce -79.1% 58,326 $482K
Gateway Investment Advisers LLC 0.00% Reduce -0.8% 56,804 $470K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -73.7% 56,188 $465K
Yousif Capital Management, LLC 0.00% No change 55,228 $457K
Jain Global LLC 0.01% New 52,349 $433K
Global Retirement Partners, LLC 0.01% Add +0.2% 52,181 $432K
Tidal Investments LLC 0.00% Add +15.6% 51,480 $426K
Campbell & CO Investment Adviser LLC 0.03% Reduce -52.3% 51,195 $423K
Wells Fargo & Company 0.00% Reduce -82.9% 49,841 $412K
Vest Financial, LLC 0.01% Add +113.9% 49,382 $408K
Profund Advisors LLC 0.01% Reduce -19.7% 49,018 $405K
Park Avenue Securities LLC 0.00% Add +1.1% 48,995 $405K
Squarepoint Ops LLC 0.00% New 47,925 $396K
TD Private Client Wealth LLC 0.01% Add +16.5% 47,487 $393K
Royal Bank of Canada 0.00% Add +20.0% 47,333 $391K
Elevation Point Wealth Partners, LLC 0.03% Reduce -56.9% 45,637 $383K
Brucke Financial, Inc. 0.22% Add +17.8% 37,839 $382K
Corient Private Wealth LP 0.00% Add +2.6% 46,143 $382K
Intrust Bank NA 0.03% Reduce -2.0% 45,124 $373K
Investors Research Corp 0.07% No change 44,683 $370K
Sequoia Financial Advisors, LLC 0.00% Add +81.7% 44,284 $366K
Invesco Ltd. 0.00% Add +1.3% 44,009 $364K
Susquehanna International Group, LLP 0.00% Add +65.6% 43,151 $357K
Oppenheimer & Co. Inc. 0.00% Reduce -69.1% 40,923 $338K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -1.2% 40,033 $331K
First Affirmative Financial Network 0.15% Add +6.6% 38,913 $322K
Net Worth Advisory Group 0.09% New 38,777 $321K
Naviter Wealth, LLC 0.04% Add +10.0% 37,892 $319K
Compound Planning, Inc. 0.01% Reduce -1.6% 37,110 $307K
R Squared Ltd 0.13% Add +207.3% 35,278 $292K
GTS Securities LLC 0.01% Reduce -75.3% 35,274 $292K
Baldwin Wealth Partners LLC 0.02% Reduce -2.3% 34,870 $288K
LSV Asset Management 0.00% No change 34,300 $284K
Kathmere Capital Management, LLC 0.02% Add +3.1% 33,008 $273K
Catalyst Funds Management Pty Ltd 0.04% New 33,000 $273K
Versant Capital Management, Inc 0.04% Reduce -15.1% 32,786 $271K
Family Manage LLC 0.04% Add +102.8% 32,489 $269K
Neuberger Berman Group LLC 0.00% Add +57.6% 32,277 $267K
Osaic Holdings, Inc. 0.00% Add +12.1% 31,933 $260K
United Capital Financial Advisors, LLC 0.00% Reduce -2.9% 30,239 $250K
Hantz Financial Services, Inc. 0.00% Add +247.7% 30,280 $250K
BNP Paribas 0.01% No change 30,000 $248K
Choreo, LLC 0.00% Add +2.3% 29,400 $243K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -54.0% 29,262 $242K
Aaron Wealth Advisors LLC 0.01% Reduce -12.9% 28,227 $233K
Commonwealth Equity Services, LLC 0.00% Reduce -16.6% 27,321 $226K
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.7% 26,494 $219K
Kintra Wealth, LLC 0.11% New 23,420 $194K
Kestra Advisory Services, LLC 0.00% Add +28.8% 23,375 $193K
Mengis Capital Management, Inc. 0.04% No change 22,300 $184K
Fulton Bank, N.A. 0.01% Reduce -8.4% 22,273 $184K
Creative Planning 0.00% Reduce -4.8% 22,175 $183K
Allspring Global Investments Holdings, LLC 0.00% Reduce -14.2% 21,711 $180K
Five Oceans Advisors 0.07% No change 21,739 $180K
Captrust Financial Advisors 0.00% Reduce -9.4% 21,452 $177K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.0% 21,312 $176K
Blue Trust, Inc. 0.00% Reduce -39.8% 20,994 $174K
Merit Financial Group, LLC 0.00% Reduce -12.6% 20,769 $172K
Diversify Wealth Management, LLC 0.01% Reduce -88.5% 15,966 $164K
Cresset Asset Management, LLC 0.00% Add +1.3% 18,918 $159K
Legal & General Group Plc 0.00% No change 18,752 $155K
Nilsine Partners, LLC 0.01% Add +0.3% 18,724 $155K
Hedges Asset Management LLC 0.11% No change 18,000 $149K
Trek Financial, LLC 0.01% New 17,998 $149K
Evergreen Capital Management LLC 0.00% Add +15.5% 17,446 $147K
DGS Capital Management, LLC 0.03% Add +26.0% 17,677 $146K
Atom Investors LP 0.01% Add +29.5% 17,100 $141K
RFG Advisory, LLC 0.00% No change 16,927 $140K
Truist Financial Corp. 0.00% Reduce -52.7% 16,711 $138K
Csenge Advisory Group 0.01% Add +1.1% 16,462 $136K
HF Advisory Group, LLC 0.05% Add +22.1% 16,384 $135K
Empower Advisory Group, LLC 0.00% Reduce -0.4% 16,216 $134K
Checchi Capital Advisers, LLC 0.01% Add +4.8% 16,179 $134K
Aprio Wealth Management, LLC 0.01% Reduce -20.2% 15,922 $132K
&partners 0.00% Reduce -43.5% 15,870 $131K
Pitcairn Co. 0.01% Reduce -10.8% 15,811 $131K
Franklin Resources Inc. 0.00% Add +18.5% 15,666 $130K
Glenmede Investment Management, LP 0.00% Add +0.4% 14,818 $123K
Hennessy Advisors Inc. 0.00% Add +8.7% 14,806 $122K
CFO4Life Group, LLC 0.02% Reduce -1.4% 14,413 $119K
GAMMA Investing LLC 0.01% Reduce -13.7% 14,235 $118K
Retirement Solution LLC 0.03% No change 14,057 $116K
International Private Wealth Advisors LLC 0.07% Reduce -2.0% 13,852 $115K
Ascent Group, LLC 0.00% Reduce -37.9% 13,729 $114K
Harbour Investments, Inc. 0.00% Add +0.4% 13,541 $112K
Balyasny Asset Management L.P. 0.00% Reduce -84.6% 13,277 $110K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -28.3% 12,847 $108K
May Hill Capital, LLC 0.03% New 12,973 $107K
Jones Financial Companies LLLP 0.00% Add +12.4% 13,017 $107K
Baron Wealth Management LLC 0.03% Add +7.3% 12,362 $102K
EverSource Wealth Advisors, LLC 0.00% Reduce -13.5% 12,224 $101K
Integrated Wealth Concepts LLC 0.00% Reduce -72.2% 12,221 $101K
Leonteq Securities AG 0.01% Add +12.5% 12,214 $101K
LCM Capital Management Inc 0.05% Reduce -0.7% 12,165 $101K
Principal Securities, Inc. 0.00% Add +3.6% 12,039 $100K
Koss-Olinger Consulting, LLC 0.01% No change 11,442 $97K
True North Advisors, LLC 0.02% New 11,633 $96K
Endowment Wealth Management, Inc. 0.04% Add +7.1% 11,605 $96K
Brooklyn Investment Group 0.01% Reduce -1.2% 11,311 $95K
626 Financial, LLC 0.04% No change 11,460 $95K
Xponance LLC 0.00% New 11,339 $94K
Sage Rhino Capital LLC 0.02% Reduce -2.8% 11,246 $93K
Mgo One Seven LLC 0.00% Reduce -12.7% 11,162 $92K
M&T Bank Corp 0.00% No change 11,141 $92K
Rockefeller Capital Management L.P. 0.00% New 10,875 $90K
Savant Capital, LLC 0.00% Reduce -32.7% 10,776 $89K
Williams & Novak, LLC 0.07% New 10,400 $86K
Cromwell Holdings LLC 0.05% No change 10,276 $86K
GC Wealth Management RIA, LLC 0.00% New 10,308 $85K
Smartleaf Asset Management LLC 0.01% Add +24.7% 10,505 $85K
Arax Advisory Partners 0.00% Add +886.8% 10,154 $84K
Cibc World Market Inc. 0.00% Reduce -95.1% 10,142 $84K
Liberty Wealth Management LLC 0.01% New 10,040 $83K
Moloney Securities Asset Management, LLC 0.01% Reduce -33.3% 10,000 $83K
D.A. Davidson & Co. 0.00% No change 10,000 $83K
Cwm, LLC 0.00% Add +19.4% 9,278 $77K
SBI Securities Co., Ltd. 0.00% Add +0.2% 8,545 $71K
Walleye Trading LLC 0.00% Reduce -42.1% 8,344 $69K
National Bank of Canada 0.00% Reduce -27.5% 8,056 $66K
Allworth Financial LP 0.00% Add +0.7% 7,279 $60K
Grove Bank & Trust 0.01% Reduce -18.0% 6,840 $57K
Ameriflex Group, Inc. 0.02% Add +92.4% 5,302 $44K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -24.2% 4,969 $42K
Deutsche Bank AG 0.00% Add +15.8% 4,922 $41K
Financial Perspectives, Inc 0.01% No change 4,603 $38K
Pinnacle Bancorp, Inc. 0.01% No change 4,569 $38K
Walleye Capital LLC 0.00% Reduce -78.2% 4,355 $36K
Minot DeBlois Advisors LLC 0.03% No change 4,350 $36K
Private Trust Co. NA 0.00% Add +18.6% 4,326 $36K
Armstrong Advisory Group, Inc. 0.00% No change 4,232 $35K
Caitong International Asset Management Co., Ltd 0.02% Add +525.1% 3,832 $32K
Rothschild Investment LLC 0.00% Add +5.5% 3,584 $30K
Mark Sheptoff Financial Planning, LLC 0.01% No change 3,500 $29K
Brown Brothers Harriman & Co. 0.00% New 3,370 $28K
Wexford Capital LP 0.01% New 3,249 $27K
Federated Hermes, Inc. 0.00% No change 3,096 $26K
Advisory Services Network, LLC 0.00% New 2,737 $23K
Wolff Wiese Magana LLC 0.01% No change 2,603 $22K
Sound Income Strategies, LLC 0.00% No change 2,250 $18K
UMB Bank, n.a. 0.00% No change 2,000 $17K
Vermillion & White Wealth Management Group, LLC 0.01% New 1,929 $16K
CENTRAL TRUST Co 0.00% No change 1,900 $16K
Chesapeake Asset Management LLC 0.01% No change 1,800 $15K
Vermillion Wealth Management, Inc. 0.00% No change 1,520 $13K
Farther Finance Advisors, LLC 0.00% Reduce -1.4% 1,473 $12K
Boyd Watterson Asset Management LLC 0.00% Reduce -17.6% 1,456 $12K
IFP Advisors, Inc 0.00% Reduce -3.3% 1,453 $12K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -29.0% 1,415 $12K
JFS Wealth Advisors, LLC 0.00% Reduce -17.2% 1,330 $11K
CIBC Private Wealth Group LLC 0.00% Reduce -24.8% 1,228 $10K
Salomon & Ludwin, LLC 0.00% Add +2878.8% 983 $8K
2UniFi Bank 0.00% No change 1,000 $8K
Tsfg, LLC 0.00% New 1,020 $8K
Bessemer Group Inc. 0.00% Add +30.9% 958 $8K
WealthCollab, LLC 0.00% No change 942 $8K
Steward Partners Investment Advisory, LLC 0.00% No change 923 $8K
SouthState Bank Corp 0.00% No change 910 $8K
Wealthspire Advisors, LLC 0.00% New 891 $7K
Transamerica Financial Advisors, LLC 0.00% New 769 $6K
Bell Investment Advisors, Inc 0.00% Reduce -54.4% 547 $5K
True Wealth Design, LLC 0.00% Add +751.6% 528 $4K
Hemington Wealth Management 0.00% Add +11.6% 588 $4K
GW&K Investment Management, LLC 0.00% No change 524 $4K
Parkside Financial Bank & Trust 0.00% Reduce -28.3% 464 $4K
Financial Consulate, Inc. 0.00% New 439 $4K
NBT Bank, N.A. 0.00% Reduce -98.2% 8 $4K
Ameritas Advisory Services, LLC 0.00% Reduce -69.6% 392 $3K
Mather Group, Llc. 0.00% New 352 $3K
Dogwood Wealth Management LLC 0.00% Reduce -41.2% 348 $3K
CVA Family Office, LLC 0.00% Reduce -30.0% 331 $3K
Spire Wealth Management 0.00% No change 328 $3K
Larson Financial Group LLC 0.00% Add +22.7% 281 $2K
Bear Mountain Capital, Inc. 0.00% No change 200 $2K
Federation des caisses Desjardins du Quebec 0.00% Add +94.3% 206 $2K
Bruce G. Allen Investments, LLC 0.00% Reduce -18.0% 196 $2K
Creative Financial Designs Inc. 0.00% New 181 $1K
NewEdge Advisors, LLC 0.00% No change 175 $1K
Principia Wealth Advisory, LLC 0.00% Add +190.7% 157 $1K
SRH Advisors, LLC 0.00% No change 150 $1K
Zions Bancorporation, National Association 0.00% Add +0.7% 149 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 132 $1K
Addison Advisors LLC 0.00% No change 127 $1K
Cornerstone Planning Group LLC 0.00% Reduce -96.0% 11 $949
Manchester Capital Management LLC 0.00% New 108 $894
West Branch Capital LLC 0.00% No change 100 $858
Crewe Advisors LLC 0.00% No change 100 $827
Private Wealth Asset Management, LLC 0.00% No change 96 $794
Retirement Wealth Solutions LLC 0.00% New 95 $786
Montag A & Associates Inc. 0.00% New 85 $716
GPS Wealth Strategies Group, LLC 0.00% No change 75 $620
Signaturefd, LLC 0.00% No change 67 $554
Kilter Group LLC 0.00% New 63 $522
Key Financial Inc 0.00% No change 60 $500
Guerra Advisors Inc 0.00% New 57 $471
North Star Investment Management Corp. 0.00% No change 57 $471
Raffa Wealth Management, LLC 0.00% No change 55 $455
Highline Wealth Partners LLC 0.00% No change 54 $447
Turning Point Benefit Group, Inc. 0.00% New 52 $433
Parallel Advisors, LLC 0.00% Reduce -53.8% 49 $405
Root Financial Partners, LLC 0.00% New 41 $339
MAI Capital Management 0.00% Reduce -94.1% 38 $317
American Capital Advisory, LLC 0.00% New 36 $298
Palisade Asset Management, LLC 0.00% New 36 $298
HSBC Holdings PLC 0.00% New 34 $279
Heartwood Wealth Advisors LLC 0.00% New 31 $256
Concord Wealth Partners 0.00% No change 20 $165
TD Waterhouse Canada Inc. 0.00% Reduce -97.9% 17 $142
Bogart Wealth, LLC 0.00% No change 10 $83
Huntington National Bank 0.00% Reduce -99.8% 2 $17
Rise Advisors, LLC 0.00% No change 1 $11

"% 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.