Ericsson (lm) Tel-SP ADRERIC

13F holders, Q4 2025 (December 31)
350holders +22
52new positions
43sold out
5famous investors
$9.65avg. 13F price*

At the end of Q4 2025, 350 institutions reported holding Ericsson (lm) Tel-SP ADR (ERIC) in their 13F filings, up 22 from Q3 2025. 52 opened new positions and 43 sold out. The largest holders were Hotchkis & Wiley Capital Management LLC ($889.1M), Acadian Asset Management LLC ($648.8M) and Primecap Management Co. ($257.0M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).

Company
Ericsson (lm) Tel-SP ADR
Filed as
TELEFONAKTIEBOLAGET LM ERICS (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions52$39.3M
Exits43$36.4M

All 13F filers, Q3 2025 → Q4 2025: 33,740,155 shares bought and 29,941,870 shares sold, net +3,798,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 350 holders

Hotchkis & Wiley Capital Management LLC 2.66% Reduce -4.4% 92,132,605 $889.1M
Acadian Asset Management LLC 1.07% Reduce -4.2% 67,243,524 $648.8M
Primecap Management Co. 0.19% Add +7.0% 26,629,299 $257.0M
Arrowstreet Capital, Limited Partnership 0.10% Add +62.0% 16,804,394 $162.2M
Renaissance Technologies 0.15% Reduce -25.4% 9,803,336 $94.6M
Goldman Sachs Group Inc. 0.01% Add +25.0% 7,345,940 $70.9M
Morgan Stanley 0.00% Reduce -32.9% 7,082,013 $68.3M
UBS Group AG 0.01% Reduce -25.5% 5,263,130 $50.8M
Sei Investments Co. 0.05% Reduce -5.1% 4,952,910 $47.8M
Bank of America Corp. 0.00% Add +210.7% 4,469,923 $43.1M
Abc Arbitrage SA 3.97% Add +36.7% 4,389,009 $42.4M
FMR LLC 0.00% Add +37.6% 4,076,570 $39.3M
Millennium Management 0.03% Add +19.5% 3,730,009 $36.0M
Optiver Holding B.V. 0.61% Add +82.7% 3,527,862 $34.0M
New York State Common Retirement Fund 0.04% Reduce -25.7% 3,058,732 $29.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +20.4% 2,618,114 $25.3M
Lazard Asset Management LLC 0.04% Add +63.7% 2,580,761 $24.9M
Jane Street Group, LLC 0.03% Add +417.9% 2,410,992 $23.3M
Balyasny Asset Management L.P. 0.04% Add +15905.6% 2,125,063 $20.5M
Old Mission Capital LLC 0.73% New 1,954,922 $18.9M
Russell Investments Group, Ltd. 0.02% Add +19.1% 1,903,298 $18.6M
Northern Trust Corp. 0.00% Add +2.4% 1,914,421 $18.5M
American Century Companies Inc. 0.01% Add +59.5% 1,880,360 $18.1M
BNP Paribas Financial Markets 0.01% Add +60.5% 1,645,672 $15.9M
First Trust Advisors LP 0.01% Add +29.0% 1,561,034 $15.1M
Two Sigma Advisers, LP 0.03% Reduce -19.0% 1,507,000 $14.5M
Defiance ETFs, LLC 0.45% — 1,407,538 $13.8M
Penserra Capital Management LLC 0.16% Reduce -2.0% 1,407,538 $13.6M
Bank of Montreal 0.01% Reduce -44.9% 1,363,623 $13.2M
Van Eck Associates Corp. 0.01% Add +229.3% 1,252,437 $12.1M
Public Employees Retirement System of Ohio 0.03% Reduce -18.4% 1,122,891 $10.8M
Quantinno Capital Management LP 0.02% Add +21.5% 1,121,144 $10.8M
BlackRock, Inc. 0.00% Reduce -10.4% 1,114,795 $10.8M
HRT Financial LP 0.03% Add +39.0% 1,026,591 $9.9M
Envestnet Asset Management Inc. 0.00% Reduce -11.7% 951,143 $9.2M
US Bancorp \de 0.01% Reduce -8.1% 932,330 $9.0M
O'shaughnessy Asset Management, LLC 0.05% Add +4.3% 914,191 $8.8M
Verition Fund Management LLC 0.05% Reduce -28.7% 898,122 $8.7M
Leuthold Group, LLC 0.83% Add +23.7% 794,958 $7.7M
LPL Financial LLC 0.00% Reduce -1.5% 755,099 $7.3M
Vestmark Advisory Solutions, Inc. 0.10% Add +853.4% 737,339 $7.1M
Ameriprise Financial Inc. 0.00% Reduce -0.6% 731,984 $7.1M
Drum Hill Capital, LLC 6.97% Reduce -5.0% 677,559 $6.5M
Turim 21 Investimentos Ltda. 2.50% No change 670,000 $6.5M
Nomura Asset Management International Inc. 0.01% — 656,336 $6.3M
Jump Financial, LLC 0.08% Reduce -7.7% 639,805 $6.2M
Tower Research Capital LLC (TRC) 0.15% Add +90.6% 633,418 $6.1M
Dimensional Fund Advisors LP 0.00% Add +0.2% 619,711 $6.0M
HSBC Holdings PLC 0.00% Add +1663900.0% 565,760 $5.5M
Qube Research & Technologies Ltd 0.01% Add +16.3% 559,134 $5.4M
Amundi 0.00% New 541,936 $5.2M
Capital Fund Management S.A. 0.05% Add +104.2% 525,373 $5.1M
Citadel Advisors 0.00% Reduce -86.5% 521,485 $5.0M
Panagora Asset Management Inc. 0.02% Add +13.9% 447,046 $4.3M
Charles Schwab Investment Management Inc. 0.00% Add +16.7% 430,159 $4.2M
JPMorgan Chase & Co. 0.00% Reduce -70.2% 422,160 $4.1M
Denali Advisors LLC 0.43% Reduce -0.3% 404,263 $3.9M
Ritholtz Wealth Management 0.07% Add +20.6% 379,700 $3.7M
Campbell & CO Investment Adviser LLC 0.16% Add +595.1% 355,857 $3.4M
Forum Financial Management, LP 0.04% No change 326,980 $3.2M
Azzad Asset Management Inc. 0.31% Add +1.2% 323,304 $3.1M
DV Equities, LLC 0.54% — 311,633 $3.0M
Earnest Partners LLC 0.01% Reduce -5.7% 311,098 $3.0M
Diversified Trust Co. 0.05% Reduce -20.5% 308,208 $3.0M
BCS Private Wealth Management, Inc. 1.00% Reduce -0.6% 303,835 $2.9M
QRG Capital Management, Inc. 0.03% Add +7.8% 300,067 $2.9M
Manning & Napier Advisors LLC 0.04% Reduce -1.3% 278,041 $2.7M
Ethic Inc. 0.04% Add +6.9% 277,978 $2.7M
Natixis Advisors, LLC 0.00% Reduce -67.6% 268,925 $2.6M
Quantbot Technologies LP 0.08% Add +32.9% 260,294 $2.5M
Geode Capital Management, LLC 0.00% Add +2.7% 257,021 $2.5M
Mercer Global Advisors Inc. 0.00% Add +10.0% 246,222 $2.4M
GMO 0.01% Add +47.1% 235,334 $2.3M
Crossmark Global Holdings, Inc. 0.03% Reduce -12.8% 232,822 $2.2M
Henry James International Management Inc. 0.70% Reduce -20.4% 231,671 $2.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 228,333 $2.2M
Man Group plc 0.00% New 215,607 $2.1M
AQR Capital Management 0.00% Add +21.1% 213,694 $2.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -32.2% 207,133 $2.0M
Vanguard Personalized Indexing Management, LLC 0.02% Add +7.8% 202,727 $2.0M
SALT Holding Corp. 1.52% New 200,000 $1.9M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +79.2% 163,748 $1.6M
Boston Partners 0.00% Reduce -21.4% 156,187 $1.5M
Engineers Gate Manager LP 0.02% Reduce -19.4% 156,117 $1.5M
Bank of New York Mellon Corp 0.00% Add +9.3% 148,047 $1.4M
Vident Advisory, LLC 0.01% Reduce -14.8% 140,388 $1.4M
Mariner, LLC 0.00% Add +9.1% 139,122 $1.3M
Caprock Group, LLC 0.03% Add +18.9% 136,878 $1.3M
Assetmark, Inc. 0.00% Reduce -2.2% 136,540 $1.3M
Callan Family Office, LLC 0.03% Add +94.7% 125,636 $1.2M
Cetera Investment Advisers 0.00% Add +10.5% 124,227 $1.2M
XTX Topco Ltd 0.03% Add +40.7% 121,735 $1.2M
Transmarket Holdings LP 0.85% — 121,300 $1.2M
Rhumbline Advisers 0.00% Add +41.1% 120,189 $1.2M
Quadrature Capital Ltd 0.01% New 119,752 $1.2M
AlphaCore Capital LLC 0.03% Add +10.1% 118,108 $1.1M
Syon Capital LLC 0.06% Add +6.1% 115,313 $1.1M
Schonfeld Strategic Advisors LLC 0.00% New 96,370 $930K
Vest Financial, LLC 0.01% Add +93.8% 95,717 $924K
Pathstone Holdings, LLC 0.00% Add +18.6% 92,340 $891K
Brooklyn Investment Group 0.04% Add +708.7% 91,471 $886K
Fox Run Management, L.L.C. 0.13% New 90,191 $870K
MML Investors Services, LLC 0.00% Reduce -3.1% 88,758 $857K
Vise Technologies, Inc. 0.02% Reduce -12.6% 87,242 $842K
HighTower Advisors, LLC 0.00% Reduce -8.8% 85,786 $828K
Legacy Wealth Asset Management, LLC 0.20% Reduce -8.4% 84,308 $814K
Ieq Capital, LLC 0.00% Add +12.3% 83,784 $809K
Cerity Partners LLC 0.00% Add +1.6% 81,334 $785K
Advisors Asset Management, Inc. 0.01% Reduce -33.0% 79,404 $766K
Northwestern Mutual Wealth Management Co. 0.00% Add +30.1% 78,883 $761K
Shelton Capital Management 0.01% Reduce -11.8% 78,307 $756K
Sequoia Financial Advisors, LLC 0.00% Add +71.3% 75,880 $732K
Qtron Investments LLC 0.09% New 72,761 $702K
Quadrant Capital Group LLC 0.02% Add +0.2% 72,481 $699K
XY Capital Ltd 0.71% New 72,289 $698K
Bayforest Capital Ltd 0.52% Add +20.2% 72,196 $697K
Michels Family Financial, LLC 0.51% Reduce -6.2% 71,536 $690K
Orion Porfolio Solutions, LLC 0.00% Add +9.0% 69,849 $674K
PNC Financial Services Group, Inc. 0.00% Add +1.7% 67,314 $650K
RNC Capital Management LLC 0.03% Add +2.5% 64,667 $624K
Hantz Financial Services, Inc. 0.01% Add +111.8% 64,126 $619K
Elevation Point Wealth Partners, LLC 0.03% Add +39.1% 63,495 $613K
Royal Bank of Canada 0.00% Add +30.4% 61,731 $596K
Institute for Wealth Management, LLC. 0.06% Reduce -2.9% 61,525 $594K
NorthCrest Asset Manangement, LLC 0.01% Reduce -15.3% 61,504 $587K
Tidal Investments LLC 0.00% Add +11.2% 57,234 $552K
Gateway Investment Advisers LLC 0.01% Add +0.5% 57,109 $551K
Profund Advisors LLC 0.02% Add +14.8% 56,274 $543K
Yousif Capital Management, LLC 0.01% No change 55,228 $520K
Raymond James Financial Inc. 0.00% Reduce -37.3% 53,472 $516K
Strategic Global Advisors, LLC 0.08% New 52,861 $510K
Global Retirement Partners, LLC 0.01% Add +0.4% 52,411 $506K
IMC-Chicago, LLC 0.01% New 51,256 $495K
Corient Private Wealth LP 0.00% Add +6.3% 49,052 $473K
Park Avenue Securities LLC 0.00% Reduce -0.3% 48,839 $471K
Intrust Bank NA 0.04% Add +7.2% 48,369 $467K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 48,089 $464K
Invesco Ltd. 0.00% Add +9.1% 48,019 $463K
Wells Fargo & Company 0.00% Reduce -6.3% 46,675 $450K
Coldstream Capital Management Inc. 0.01% Reduce -30.8% 46,640 $450K
Sanctuary Advisors, LLC 0.00% New 45,943 $443K
Compound Planning, Inc. 0.01% Add +22.9% 45,597 $440K
Pavaki Capital Management LLC 0.30% — 45,000 $434K
Atlas Capital Advisors Inc. 0.05% — 44,450 $429K
Citigroup Inc. 0.00% Reduce -82.7% 44,064 $425K
Walleye Trading LLC 0.01% Add +427.4% 44,006 $425K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +50.2% 43,962 $424K
TD Private Client Wealth LLC 0.01% Reduce -8.6% 43,382 $419K
Neuberger Berman Group LLC 0.00% Add +33.9% 43,232 $417K
Dorsey & Whitney Trust CO LLC 0.02% Add +7.2% 42,902 $414K
LSV Asset Management 0.00% Add +14.3% 39,200 $378K
Net Worth Advisory Group 0.08% Reduce -0.8% 38,475 $371K
National Bank of Canada 0.00% Add +371.8% 38,006 $367K
Guggenheim Capital LLC 0.00% Reduce -57.2% 37,357 $360K
Kathmere Capital Management, LLC 0.02% Add +11.3% 36,744 $355K
Baldwin Wealth Partners LLC 0.02% No change 34,870 $336K
United Capital Financial Advisors, LLC 0.00% Add +12.2% 33,932 $327K
Merit Financial Group, LLC 0.00% Add +61.8% 33,600 $324K
Aaron Wealth Advisors LLC 0.02% Add +18.7% 33,493 $323K
Susquehanna International Group, LLP 0.00% Reduce -24.1% 32,742 $316K
Versant Capital Management, Inc 0.04% Reduce -0.5% 32,610 $315K
Naviter Wealth, LLC 0.04% Reduce -14.2% 32,527 $314K
Laird Norton Wetherby Trust Company, LLC 0.01% New 31,735 $306K
Choreo, LLC 0.00% Add +6.4% 31,284 $306K
Envestnet Portfolio Solutions, Inc. 0.00% Add +14.5% 30,328 $293K
Focus Partners Wealth 0.00% New 30,189 $291K
R Squared Ltd 0.13% Reduce -18.1% 28,879 $279K
CSS LLC 0.05% New 28,720 $277K
Focused Alpha, LLC 0.08% — 28,438 $274K
Brucke Financial, Inc. 0.15% Reduce -27.0% 27,616 $266K
Allspring Global Investments Holdings, LLC 0.00% Add +22.8% 26,653 $255K
Commonwealth Equity Services, LLC 0.00% Reduce -4.4% 26,112 $252K
Creative Planning 0.00% Add +16.0% 25,715 $248K
Fulton Bank, N.A. 0.01% Add +11.3% 24,786 $239K
Kintra Wealth, LLC 0.03% Reduce -0.5% 23,302 $225K
Viewpoint Investment Partners Corp. 0.10% New 22,800 $220K
Osaic Holdings, Inc. 0.00% Reduce -30.9% 22,067 $213K
&partners 0.00% Add +38.3% 21,947 $212K
Oppenheimer & Co. Inc. 0.00% Reduce -46.5% 21,889 $211K
Empower Advisory Group, LLC 0.00% Add +34.7% 21,844 $211K
Five Oceans Advisors 0.07% No change 21,739 $210K
Captrust Financial Advisors 0.00% Add +1.3% 21,720 $210K
Kestra Advisory Services, LLC 0.00% Reduce -9.3% 21,194 $205K
Alhambra Investment Management LLC 0.09% New 21,130 $204K
Trek Financial, LLC 0.01% Add +17.3% 21,116 $204K
Blue Trust, Inc. 0.00% Reduce -2.8% 20,410 $197K
DGS Capital Management, LLC 0.03% Add +14.7% 20,272 $196K
Ruedi Wealth Management, Inc. 0.05% New 19,201 $185K
Wealth Enhancement Advisory Services, LLC 0.00% Add +51.3% 19,435 $182K
GAMMA Investing LLC 0.01% Add +32.5% 18,868 $182K
Legal & General Group Plc 0.00% No change 18,752 $181K
Cresset Asset Management, LLC 0.00% Reduce -1.9% 18,556 $179K
Nilsine Partners, LLC 0.02% Reduce -1.4% 18,465 $178K
Larry Mathis Financial Planning, LLC 0.16% — 18,418 $178K
Jones Financial Companies LLLP 0.00% Add +40.4% 18,279 $176K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -14.5% 18,225 $176K
Hedges Asset Management LLC 0.12% No change 18,000 $174K
Evergreen Capital Management LLC 0.00% Add +3.0% 17,961 $173K
RFG Advisory, LLC 0.00% Add +5.9% 17,925 $173K
Aprio Wealth Management, LLC 0.01% Add +6.9% 17,021 $164K
Family Manage LLC 0.02% Reduce -48.0% 16,879 $163K
Checchi Capital Advisers, LLC 0.01% Add +3.8% 16,795 $162K
Glenmede Trust Co. NA 0.00% — 16,448 $159K
Hennessy Advisors Inc. 0.01% Add +10.3% 16,324 $158K
Frec Markets, Inc. 0.04% — 15,891 $153K
Franklin Resources Inc. 0.00% Add +0.6% 15,766 $152K
Truist Financial Corp. 0.00% Reduce -7.4% 15,471 $149K
Ascent Group, LLC 0.01% Add +12.7% 15,471 $149K
Evolve Private Wealth, LLC 0.01% — 14,526 $140K
May Hill Capital, LLC 0.04% Add +9.7% 14,235 $137K
Retirement Solution LLC 0.03% No change 14,057 $136K
HF Advisory Group, LLC 0.05% Reduce -15.1% 13,912 $134K
Sivia Capital Partners, LLC 0.03% New 13,316 $128K
Savant Capital, LLC 0.00% Add +22.1% 13,155 $127K
Xponance LLC 0.00% Add +11.9% 12,693 $122K
Baron Wealth Management LLC 0.04% Add +1.6% 12,555 $121K
Integrated Wealth Concepts LLC 0.00% Add +1.9% 12,448 $120K
Abel Hall, LLC 0.03% New 12,150 $117K
RHS Financial, LLC 0.06% New 11,920 $115K
International Private Wealth Advisors LLC 0.07% Reduce -14.4% 11,852 $114K
Smartleaf Asset Management LLC 0.00% Add +10.8% 11,639 $114K
Keybank National Association 0.00% New 11,667 $113K
Csenge Advisory Group 0.01% Reduce -29.9% 11,543 $111K
Pure Financial Advisors, LLC 0.00% New 11,491 $111K
LCM Capital Management Inc 0.05% Reduce -5.7% 11,468 $111K
626 Financial, LLC 0.05% No change 11,460 $111K
Koss-Olinger Consulting, LLC 0.01% No change 11,442 $110K
Leonteq Securities AG 0.01% Reduce -6.9% 11,375 $110K
Sage Rhino Capital LLC 0.02% Add +0.8% 11,334 $109K
Principal Securities, Inc. 0.00% Reduce -6.7% 11,232 $108K
Rockefeller Capital Management L.P. 0.00% Add +2.6% 11,154 $108K
Arax Advisory Partners 0.00% Add +9.8% 11,151 $108K
M&T Bank Corp 0.00% No change 11,141 $107K
Diversify Wealth Management, LLC 0.01% Reduce -28.6% 11,400 $107K
Williams & Novak, LLC 0.08% Add +6.7% 11,100 $107K
Hexagon Capital Partners LLC 0.02% New 11,007 $106K
Mgo One Seven LLC 0.00% Reduce -2.6% 10,876 $105K
Old National Bancorp 0.00% New 10,750 $104K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 10,702 $103K
Ellevest, Inc. 0.01% New 10,613 $102K
Cromwell Holdings LLC 0.05% No change 10,276 $99K
Cwm, LLC 0.00% Add +11.0% 10,295 $99K
HUB Investment Partners, LLC 0.00% New 10,009 $97K
D.A. Davidson & Co. 0.00% No change 10,000 $97K
SBI Securities Co., Ltd. 0.00% Reduce -0.2% 8,525 $82K
Hilton Head Capital Partners, LLC 0.04% — 7,499 $72K
Farther Finance Advisors, LLC 0.00% Add +361.3% 6,795 $66K
EverSource Wealth Advisors, LLC 0.00% Reduce -44.9% 6,735 $65K
Grove Bank & Trust 0.01% Reduce -3.6% 6,590 $64K
Allworth Financial LP 0.00% Reduce -18.2% 5,951 $57K
Foster Dykema Cabot & Partners, LLC 0.00% No change 4,969 $48K
Deutsche Bank AG 0.00% No change 4,922 $47K
Financial Perspectives, Inc 0.01% No change 4,603 $44K
Pinnacle Bancorp, Inc. 0.01% No change 4,569 $44K
Pinnacle Wealth Planning Services, Inc. 0.00% New 4,537 $44K
Minot DeBlois Advisors LLC 0.04% No change 4,350 $42K
Armstrong Advisory Group, Inc. 0.00% No change 4,232 $41K
Private Trust Co. NA 0.00% Reduce -12.0% 3,806 $37K
Rothschild Investment LLC 0.00% Add +0.4% 3,598 $35K
Mark Sheptoff Financial Planning, LLC 0.02% No change 3,500 $34K
Walleye Capital LLC 0.00% Reduce -21.8% 3,404 $33K
Sound Income Strategies, LLC 0.00% Add +42.5% 3,206 $30K
Federated Hermes, Inc. 0.00% No change 3,096 $30K
Barclays PLC 0.00% New 2,890 $28K
Triumph Capital Management 0.01% New 2,670 $26K
Ameriflex Group, Inc. 0.01% Reduce -50.0% 2,651 $26K
Wolff Wiese Magana LLC 0.01% No change 2,603 $25K
Ankerstar Wealth, LLC 0.02% — 2,390 $23K
Basecamp Wealth Advisors LLC 0.00% — 1,962 $19K
Vermillion & White Wealth Management Group, LLC 0.01% No change 1,929 $19K
CENTRAL TRUST Co 0.00% Add +0.4% 1,908 $18K
Manchester Capital Management LLC 0.00% Add +1617.6% 1,855 $18K
Chesapeake Asset Management LLC 0.01% No change 1,800 $17K
Bessemer Group Inc. 0.00% Add +78.8% 1,713 $17K
Vermillion Wealth Management, Inc. 0.01% Add +13.2% 1,720 $17K
Boyd Watterson Asset Management LLC 0.00% No change 1,456 $14K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 1,415 $14K
JFS Wealth Advisors, LLC 0.00% No change 1,330 $13K
SageView Advisory Group, LLC 0.00% New 1,230 $12K
Bell Investment Advisors, Inc 0.00% Add +98.0% 1,083 $10K
CIBC Private Wealth Group LLC 0.00% Reduce -15.2% 1,041 $10K
Tsfg, LLC 0.00% Reduce -0.6% 1,014 $10K
2UniFi Bank 0.00% No change 1,000 $10K
Salomon & Ludwin, LLC 0.00% No change 983 $9K
WealthCollab, LLC 0.00% No change 942 $9K
Steward Partners Investment Advisory, LLC 0.00% No change 923 $9K
SouthState Bank Corp 0.00% No change 910 $9K
MAI Capital Management 0.00% Add +2242.1% 890 $9K
Transamerica Financial Advisors, LLC 0.00% Reduce -6.5% 719 $7K
Larson Financial Group LLC 0.00% Add +150.5% 704 $7K
True Wealth Design, LLC 0.00% Add +4.5% 552 $5K
Financial Consulate, Inc. 0.00% Add +19.8% 526 $5K
GW&K Investment Management, LLC 0.00% No change 524 $5K
TD Waterhouse Canada Inc. 0.00% Add +2941.2% 517 $5K
Investors Research Corp 0.00% Reduce -98.9% 500 $5K
Parkside Financial Bank & Trust 0.00% No change 464 $4K
NBT Bank, N.A. 0.00% Add +25.0% 10 $4K
Harbour Investments, Inc. 0.00% Reduce -97.0% 406 $4K
Addison Advisors LLC 0.00% Add +177.9% 353 $3K
Dogwood Wealth Management LLC 0.00% No change 348 $3K
CVA Family Office, LLC 0.00% No change 331 $3K
Nisa Investment Advisors, LLC 0.00% New 331 $3K
Signature Equity Partners, LLC 0.00% — 323 $3K
Cornerstone Planning Group LLC 0.00% Add +2436.4% 279 $3K
Cornerstone Financial Management LLC 0.00% — 308 $3K
NewEdge Advisors, LLC 0.00% Add +58.3% 277 $3K
Elyxium Wealth, LLC 0.00% New 274 $3K
Bruce G. Allen Investments, LLC 0.00% Add +24.0% 243 $2K
Raffa Wealth Management, LLC 0.00% Add +325.4% 234 $2K
Nemes Rush Group LLC 0.00% New 208 $2K
Kilter Group LLC 0.00% Add +225.4% 205 $2K
Spire Wealth Management 0.00% Reduce -37.8% 204 $2K
IMA Advisory Services, Inc. 0.00% New 196 $2K
Creative Financial Designs Inc. 0.00% No change 181 $2K
Retirement Wealth Solutions LLC 0.00% Add +89.5% 180 $2K
Principia Wealth Advisory, LLC 0.00% No change 157 $2K
Independence Bank of Kentucky 0.00% New 154 $1K
Zions Bancorporation, National Association 0.00% No change 149 $1K
Ancora Advisors LLC 0.00% New 147 $1K
Caitong International Asset Management Co., Ltd 0.00% Reduce -96.5% 136 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 132 $1K
Inspire Investing, LLC 0.00% New 128 $1K
JNBA Financial Advisors 0.00% New 126 $1K
Parallel Advisors, LLC 0.00% Add +146.9% 121 $1K
Federation des caisses Desjardins du Quebec 0.00% Reduce -48.5% 106 $1K
Bayban 0.00% — 100 $965
Crewe Advisors LLC 0.00% No change 100 $965
Fifth Third Bancorp 0.00% New 95 $917
Root Financial Partners, LLC 0.00% Add +97.6% 81 $782
Signaturefd, LLC 0.00% No change 67 $647
Huntington National Bank 0.00% Add +3050.0% 63 $607
Key Financial Inc 0.00% No change 60 $579
North Star Investment Management Corp. 0.00% No change 57 $550
Highline Wealth Partners LLC 0.00% No change 54 $521
Physician Wealth Advisors, Inc. 0.00% New 53 $512
Turning Point Benefit Group, Inc. 0.00% No change 52 $501
Elevated Capital Advisors, LLC 0.00% New 39 $376
IFP Advisors, Inc 0.00% Reduce -97.5% 37 $357
American Capital Advisory, LLC 0.00% No change 36 $348
MV Capital Management, Inc. 0.00% New 33 $319
Ares Financial Consulting, LLC 0.00% — 24 $232
Cullen/Frost Bankers, Inc. 0.00% New 23 $222
Flagship Harbor Advisors, LLC 0.00% New 22 $221
Abound Wealth Management 0.00% New 21 $203
Concord Wealth Partners 0.00% No change 20 $193
Godfrey Financial Associates, Inc. 0.00% — 15 $145
Bogart Wealth, LLC 0.00% No change 10 $97
Toth Financial Advisory Corp. 0.00% New 7 $68
Financial Gravity Asset Management, Inc. 0.00% New 1 $10
Motiv8 Investments LLC 0.00% New 50 $0

"% 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.