Ericsson (lm) Tel-SP ADRERIC

13F holders, Q1 2026 (March 31)
377holders +27
57new positions
28sold out
7famous investors
$11.27avg. 13F price*

At the end of Q1 2026, 377 institutions reported holding Ericsson (lm) Tel-SP ADR (ERIC) in their 13F filings, up 27 from Q4 2025. 57 opened new positions and 28 sold out. The largest holders were Hotchkis & Wiley Capital Management LLC ($927.1M), Acadian Asset Management LLC ($730.4M) and Primecap Management Co. ($422.7M). 7 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Ericsson (lm) Tel-SP ADR
Filed as
TELEFONAKTIEBOLAGET LM ERICS (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions57$77.5M
Exits28$24.2M

All 13F filers, Q4 2025 → Q1 2026: 36,092,104 shares bought and 40,669,646 shares sold, net −4,577,542 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 377 holders

Hotchkis & Wiley Capital Management LLC 2.87% Reduce -10.7% 82,262,127 $927.1M
Acadian Asset Management LLC 1.04% Reduce -3.6% 64,816,105 $730.4M
Primecap Management Co. 0.33% Add +40.8% 37,504,013 $422.7M
Arrowstreet Capital, Limited Partnership 0.08% Reduce -18.4% 13,706,469 $154.5M
Morgan Stanley 0.01% Add +30.5% 9,241,575 $104.2M
Renaissance Technologies 0.16% Reduce -7.4% 9,079,400 $102.3M
Goldman Sachs Group Inc. 0.01% Add +1.5% 7,455,688 $84.0M
Bank of America Corp. 0.01% Add +51.4% 6,767,634 $76.3M
Sei Investments Co. 0.06% Add +7.7% 5,334,945 $60.1M
FMR LLC 0.00% Add +21.7% 4,961,507 $55.9M
Ameriprise Financial Inc. 0.01% Add +442.4% 3,970,456 $44.7M
Lazard Asset Management LLC 0.07% Add +51.1% 3,898,875 $43.9M
New York State Common Retirement Fund 0.05% Add +1.4% 3,102,008 $35.0M
Citigroup Inc. 0.02% Add +6387.1% 2,858,454 $32.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +0.8% 2,640,351 $29.7M
Jane Street Group, LLC 0.03% Reduce -0.2% 2,407,079 $27.1M
American Century Companies Inc. 0.01% Add +26.1% 2,372,061 $26.7M
Abc Arbitrage SA 3.50% Reduce -46.8% 2,333,866 $26.3M
Northern Trust Corp. 0.00% Add +5.3% 2,014,891 $22.7M
Wellington Management Group LLP 0.00% New 1,983,261 $22.4M
Russell Investments Group, Ltd. 0.02% Add +0.9% 1,920,220 $21.2M
Public Employees Retirement System of Ohio 0.05% Add +26.3% 1,418,076 $16.0M
Van Eck Associates Corp. 0.01% Add +11.7% 1,399,517 $15.8M
UBS Group AG 0.00% Reduce -74.4% 1,348,009 $15.2M
HRT Financial LP 0.04% Add +30.5% 1,339,481 $15.1M
Marshall Wace, LLP 0.02% New 1,291,573 $14.6M
BlackRock, Inc. 0.00% Add +1.8% 1,135,157 $12.8M
Balyasny Asset Management L.P. 0.03% Reduce -47.7% 1,111,485 $12.5M
Quantinno Capital Management LP 0.02% Reduce -1.4% 1,105,342 $12.5M
Citadel Advisors 0.01% Add +105.2% 1,070,200 $12.1M
D. E. Shaw & Co. 0.01% New 1,025,496 $11.6M
O'shaughnessy Asset Management, LLC 0.06% Add +7.7% 984,962 $11.1M
Envestnet Asset Management Inc. 0.00% Add +2.8% 978,084 $11.0M
First Trust Advisors LP 0.01% Reduce -38.2% 964,360 $10.9M
Defiance ETFs, LLC 0.15% Reduce -33.3% 939,092 $10.6M
Penserra Capital Management LLC 0.12% Reduce -33.3% 939,092 $10.6M
Two Sigma Investments, LP 0.01% New 883,900 $10.0M
US Bancorp \de 0.01% Reduce -5.9% 877,067 $9.9M
BNP Paribas Financial Markets 0.01% Reduce -50.0% 822,343 $9.3M
Leuthold Group, LLC 0.97% Add +2.1% 811,438 $9.1M
LPL Financial LLC 0.00% Add +5.6% 797,447 $9.0M
Capital Fund Management S.A. 0.07% Add +28.9% 677,138 $7.6M
Turim 21 Investimentos Ltda. 1.89% No change 670,000 $7.6M
Drum Hill Capital, LLC 7.10% Reduce -1.6% 666,951 $7.5M
Dimensional Fund Advisors LP 0.00% Add +3.1% 639,045 $7.2M
Nomura Asset Management International Inc. 0.01% Reduce -3.0% 636,954 $7.2M
Vestmark Advisory Solutions, Inc. 0.07% Reduce -20.9% 583,012 $6.6M
HSBC Holdings PLC 0.00% No change 565,760 $6.5M
Azzad Asset Management Inc. 0.60% Add +63.4% 528,102 $6.0M
Charles Schwab Investment Management Inc. 0.00% Add +18.0% 507,612 $5.7M
Amundi 0.00% Reduce -7.0% 503,877 $5.7M
Ritholtz Wealth Management 0.09% Add +17.3% 445,351 $5.0M
GMO 0.01% Add +84.9% 435,122 $4.9M
Denali Advisors LLC 0.51% Reduce -0.0% 404,240 $4.6M
Panagora Asset Management Inc. 0.02% Reduce -17.5% 368,811 $4.2M
Barclays PLC 0.00% Add +12499.3% 364,121 $4.1M
QRG Capital Management, Inc. 0.04% Add +19.9% 359,627 $4.1M
Natixis Advisors, LLC 0.01% Add +33.5% 359,012 $4.0M
JPMorgan Chase & Co. 0.00% Reduce -13.5% 365,049 $4.0M
AQR Capital Management 0.00% Add +63.8% 349,970 $3.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +58.2% 327,764 $3.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +40.5% 320,911 $3.6M
Diversified Trust Co. 0.07% Add +0.9% 310,929 $3.5M
BCS Private Wealth Management, Inc. 1.04% Add +0.2% 304,545 $3.4M
Man Group plc 0.01% Add +31.0% 282,376 $3.2M
Manning & Napier Advisors LLC 0.04% Reduce -1.1% 275,087 $3.1M
Ethic Inc. 0.05% Reduce -2.4% 271,337 $3.1M
Mercer Global Advisors Inc. 0.00% Add +9.9% 270,640 $3.1M
Optiver Holding B.V. 0.11% Reduce -92.5% 265,039 $3.0M
Geode Capital Management, LLC 0.00% Add +3.1% 265,035 $3.0M
Earnest Partners LLC 0.01% Reduce -15.7% 262,238 $3.0M
Integrated Quantitative Investments LLC 0.53% New 260,820 $2.9M
Henry James International Management Inc. 0.94% Add +0.0% 231,674 $2.6M
T. Rowe Price Associates Inc. 0.00% New 228,213 $2.6M
Crossmark Global Holdings, Inc. 0.04% Reduce -2.8% 226,431 $2.6M
denkapparat Operations GmbH 1.04% New 222,462 $2.5M
SALT Holding Corp. 1.38% No change 200,000 $2.3M
Elevation Point Wealth Partners, LLC 0.05% Add +186.6% 181,977 $2.1M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -12.9% 176,543 $2.0M
Old Mission Capital LLC 0.04% Reduce -91.6% 164,454 $1.9M
Vident Advisory, LLC 0.02% Add +16.7% 163,842 $1.8M
Boston Partners 0.00% Add +4.4% 163,049 $1.8M
Mariner, LLC 0.00% Add +17.2% 163,089 $1.8M
Millennium Management 0.00% Reduce -95.7% 161,986 $1.8M
Bank of New York Mellon Corp 0.00% Add +8.5% 160,581 $1.8M
Evolve Private Wealth, LLC 0.09% Add +940.3% 151,108 $1.7M
Engineers Gate Manager LP 0.02% Reduce -6.0% 146,726 $1.7M
LSV Asset Management 0.00% Add +263.3% 142,400 $1.6M
Brooklyn Investment Group 0.05% Add +54.9% 141,721 $1.6M
Callan Family Office, LLC 0.04% Add +11.9% 140,583 $1.6M
Cetera Investment Advisers 0.00% Add +10.5% 137,227 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +72.9% 136,422 $1.5M
Assetmark, Inc. 0.00% Reduce -2.3% 133,376 $1.5M
Caprock Group, LLC 0.04% Reduce -5.3% 129,562 $1.5M
Rhumbline Advisers 0.00% Reduce -0.7% 119,298 $1.3M
Syon Capital LLC 0.07% Add +3.2% 119,045 $1.3M
XY Capital Ltd 1.45% Add +62.7% 117,616 $1.3M
ExodusPoint Capital Management, LP 0.01% New 116,906 $1.3M
Bridgewater Associates 0.01% New 110,606 $1.2M
Pathstone Holdings, LLC 0.01% Add +19.8% 110,581 $1.2M
Legacy Wealth Asset Management, LLC 0.28% Add +21.0% 101,977 $1.1M
AlphaCore Capital LLC 0.03% Reduce -17.0% 98,040 $1.1M
HighTower Advisors, LLC 0.00% Add +5.3% 90,363 $1.0M
Cerity Partners LLC 0.00% Add +11.0% 90,282 $1.0M
Ieq Capital, LLC 0.00% Add +6.9% 89,565 $1.0M
O'Neil Global Advisors, Inc. 6.88% New 88,096 $993K
PNC Financial Services Group, Inc. 0.00% Add +26.5% 85,180 $960K
Qtron Investments LLC 0.12% Add +7.7% 78,390 $883K
MML Investors Services, LLC 0.00% Reduce -14.2% 76,159 $858K
Vise Technologies, Inc. 0.02% No change 87,242 $842K
Sequoia Financial Advisors, LLC 0.00% Reduce -2.3% 74,153 $836K
Wells Fargo & Company 0.00% Add +57.4% 73,446 $828K
Quadrant Capital Group LLC 0.02% Reduce -0.1% 72,371 $816K
Orion Porfolio Solutions, LLC 0.01% Add +3.4% 72,240 $814K
Hantz Financial Services, Inc. 0.01% Add +12.5% 72,129 $813K
Michels Family Financial, LLC 0.58% Reduce -1.1% 70,774 $798K
Baird Financial Group, Inc. 0.00% New 70,517 $795K
Tower Research Capital LLC (TRC) 0.02% Reduce -88.9% 70,116 $790K
Walleye Trading LLC 0.02% Add +57.3% 69,232 $780K
Shelton Capital Management 0.02% Reduce -12.1% 68,807 $775K
Vest Financial, LLC 0.01% Reduce -28.2% 68,750 $775K
Strategic Global Advisors, LLC 0.12% Add +25.3% 66,235 $746K
RNC Capital Management LLC 0.03% Add +0.9% 65,255 $735K
Tidal Investments LLC 0.00% Add +13.3% 64,853 $731K
Royal Bank of Canada 0.00% Add +0.3% 61,891 $698K
Institute for Wealth Management, LLC. 0.07% No change 61,525 $693K
Advisors Asset Management, Inc. 0.01% Reduce -26.0% 58,757 $662K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +439.4% 57,731 $651K
Compound Planning, Inc. 0.02% Add +25.7% 57,326 $646K
Sanctuary Advisors, LLC 0.00% Add +24.8% 57,320 $646K
Neuberger Berman Group LLC 0.00% Add +32.5% 57,272 $645K
Yousif Capital Management, LLC 0.01% No change 55,228 $622K
Invesco Ltd. 0.00% Add +14.9% 55,170 $622K
Two Sigma Securities, LLC 0.07% New 54,372 $613K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +12.1% 53,905 $608K
Intrust Bank NA 0.05% Add +10.0% 53,224 $600K
Park Avenue Securities LLC 0.00% Add +3.8% 50,706 $571K
Creative Planning 0.00% Add +95.0% 50,139 $565K
Profund Advisors LLC 0.02% Reduce -13.5% 48,695 $549K
Corient Private Wealth LP 0.00% Add +1.1% 49,607 $543K
Coldstream Capital Management Inc. 0.01% Add +2.3% 47,718 $538K
Gateway Investment Advisers LLC 0.01% Reduce -20.8% 45,216 $510K
Pavaki Capital Management LLC 0.36% No change 45,000 $507K
Dorsey & Whitney Trust CO LLC 0.03% Add +2.7% 44,048 $496K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% No change 43,962 $495K
Advisors Preferred, LLC 0.07% New 43,709 $493K
Raymond James Financial Inc. 0.00% Reduce -19.1% 43,281 $488K
First Affirmative Financial Network 0.19% — 43,020 $485K
Squarepoint Ops LLC 0.00% New 42,813 $483K
Jones Financial Companies LLLP 0.00% Add +136.7% 43,263 $482K
National Bank of Canada 0.00% Add +12.3% 42,664 $481K
Focus Partners Wealth 0.00% Add +36.8% 41,298 $468K
Aaron Wealth Advisors LLC 0.03% Add +23.9% 41,483 $468K
Verition Fund Management LLC 0.00% Reduce -95.5% 40,699 $459K
TD Waterhouse Canada Inc. 0.00% Add +7578.3% 39,697 $453K
Atlas Capital Advisors Inc. 0.05% Reduce -9.9% 40,050 $451K
Osaic Holdings, Inc. 0.00% Add +77.5% 39,180 $442K
TD Private Client Wealth LLC 0.01% Reduce -10.1% 38,994 $439K
Versant Capital Management, Inc 0.04% Add +18.2% 38,549 $434K
Lester Murray Antman dba SimplyRich 0.11% New 37,617 $423K
Federation des caisses Desjardins du Quebec 0.00% Add +35272.6% 37,495 $422K
DRW Securities, LLC 0.02% New 37,193 $419K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +16.7% 37,037 $417K
United Capital Financial Advisors, LLC 0.00% Add +8.4% 36,786 $415K
Gryphon Financial Partners LLC 0.04% New 36,305 $409K
Merit Financial Group, LLC 0.00% Add +7.8% 36,217 $408K
Kathmere Capital Management, LLC 0.03% Reduce -1.8% 36,101 $407K
NorthCrest Asset Manangement, LLC 0.01% Reduce -43.6% 34,669 $403K
Sivia Capital Partners, LLC 0.08% Add +163.5% 35,092 $395K
Baldwin Wealth Partners LLC 0.03% No change 34,870 $393K
Keybank National Association 0.00% Add +195.4% 34,468 $388K
Allspring Global Investments Holdings, LLC 0.00% Add +26.3% 33,662 $384K
Net Worth Advisory Group 0.08% Reduce -12.4% 33,695 $380K
Oppenheimer & Co. Inc. 0.00% Add +46.5% 32,064 $361K
Focused Alpha, LLC 0.11% Add +12.3% 31,948 $360K
Naviter Wealth, LLC 0.04% Reduce -7.3% 30,162 $340K
DGS Capital Management, LLC 0.06% Add +48.4% 30,078 $339K
Evergreen Capital Management LLC 0.01% Add +62.7% 29,219 $329K
Bank of Montreal 0.00% Reduce -97.9% 28,194 $318K
Blue Trust, Inc. 0.00% Add +36.1% 27,788 $313K
Trek Financial, LLC 0.02% Add +30.9% 27,630 $311K
Choreo, LLC 0.00% Reduce -12.4% 27,391 $309K
Summit Trail Advisors, LLC 0.00% New 26,548 $299K
Group One Trading LLC 0.01% New 26,404 $298K
Campbell & CO Investment Adviser LLC 0.02% Reduce -92.9% 25,406 $286K
Captrust Financial Advisors 0.00% Add +16.0% 25,192 $284K
CSS LLC 0.04% Reduce -13.5% 24,830 $280K
Guggenheim Capital LLC 0.00% Reduce -33.7% 24,757 $279K
Cambridge Investment Research Advisors, Inc. 0.00% Add +35.4% 24,684 $278K
Wealth Enhancement Advisory Services, LLC 0.00% Add +200.2% 58,337 $275K
Cresset Asset Management, LLC 0.00% Add +27.1% 23,583 $266K
Beacon Pointe Advisors, LLC 0.00% New 23,574 $266K
Fulton Bank, N.A. 0.01% Reduce -6.7% 23,117 $261K
Alhambra Investment Management LLC 0.12% Add +5.3% 22,256 $251K
Truist Financial Corp. 0.00% Add +43.6% 22,222 $250K
Commonwealth Equity Services, LLC 0.00% Reduce -15.0% 22,189 $250K
Five Oceans Advisors 0.09% No change 21,739 $245K
Kintra Wealth, LLC 0.02% Reduce -9.5% 21,084 $238K
Glenmede Trust Co. NA 0.00% Add +26.5% 20,809 $235K
Transmarket Holdings LP 0.12% Reduce -83.2% 20,414 $230K
GAMMA Investing LLC 0.01% Add +4.1% 19,640 $221K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -35.3% 19,632 $221K
Stirlingshire Investments, Inc. 0.19% New 19,586 $221K
Advyzon Investment Management, LLC 0.02% New 19,333 $218K
Ruedi Wealth Management, Inc. 0.06% No change 19,201 $216K
Family Manage LLC 0.03% Add +12.3% 18,948 $214K
Legal & General Group Plc 0.00% No change 18,752 $212K
Westover Capital Advisors, LLC 0.04% New 18,700 $211K
Larry Mathis Financial Planning, LLC 0.19% Add +0.5% 18,516 $209K
OpenArc Corporate Advisory, LLC 0.00% New 18,371 $207K
Frec Markets, Inc. 0.04% Add +15.1% 18,285 $206K
Nilsine Partners, LLC 0.02% Add +0.0% 18,469 $204K
Pure Financial Advisors, LLC 0.00% Add +57.4% 18,090 $204K
RFG Advisory, LLC 0.00% Reduce -1.0% 17,753 $200K
Savant Capital, LLC 0.00% Add +34.5% 17,687 $199K
Gsa Capital Partners LLP 0.01% New 17,436 $197K
Franklin Resources Inc. 0.00% Add +9.9% 17,324 $195K
HF Advisory Group, LLC 0.07% Add +24.2% 17,280 $195K
Checchi Capital Advisers, LLC 0.01% Add +2.1% 17,144 $193K
Aprio Wealth Management, LLC 0.01% Reduce -0.4% 16,955 $191K
Dynamic Technology Lab Private Ltd 0.03% New 16,631 $187K
Xponance LLC 0.00% Add +29.6% 16,447 $185K
Waterloo Capital, L.P. 0.01% New 16,309 $184K
May Hill Capital, LLC 0.05% Add +14.2% 16,260 $183K
Empower Advisory Group, LLC 0.00% Reduce -25.8% 16,216 $183K
Viewpoint Investment Partners Corp. 0.08% Reduce -3.1% 22,100 $182K
Integrated Wealth Concepts LLC 0.00% Add +24.1% 15,442 $174K
Ascent Group, LLC 0.01% Reduce -1.1% 15,302 $172K
Blueshift Asset Management, LLC 0.05% New 15,143 $171K
RHS Financial, LLC 0.08% Add +20.6% 14,382 $162K
Retirement Solution LLC 0.04% Add +2.3% 14,377 $162K
Hennessy Advisors Inc. 0.01% Reduce -14.1% 14,027 $158K
SG Americas Securities, LLC 0.00% New 13,854 $156K
Rockefeller Capital Management L.P. 0.00% Add +18.1% 13,179 $149K
HUB Investment Partners, LLC 0.00% Add +27.8% 12,788 $144K
Baron Wealth Management LLC 0.04% Add +0.9% 12,673 $143K
&partners 0.00% Reduce -42.5% 12,619 $142K
Williams & Novak, LLC 0.11% Add +10.7% 12,283 $141K
R Squared Ltd 0.07% Reduce -58.2% 12,079 $136K
Cwm, LLC 0.00% Add +16.8% 12,021 $135K
Nuveen, LLC 0.00% New 11,943 $135K
Resonant Capital Advisors, LLC 0.01% New 11,918 $134K
Sage Rhino Capital LLC 0.02% Add +3.1% 11,687 $132K
LCM Capital Management Inc 0.07% Add +1.8% 11,675 $132K
Csenge Advisory Group 0.01% Add +0.3% 11,577 $130K
626 Financial, LLC 0.06% No change 11,460 $129K
M&T Bank Corp 0.00% Add +2.6% 11,431 $129K
Koss-Olinger Consulting, LLC 0.01% No change 11,442 $129K
Principal Securities, Inc. 0.00% Add +1.8% 11,430 $129K
Modern Wealth Management, LLC 0.00% New 11,148 $128K
Crestwood Advisors Group, LLC 0.00% New 11,253 $127K
Susquehanna International Group, LLP 0.00% Reduce -65.7% 11,245 $127K
International Private Wealth Advisors LLC 0.08% Reduce -5.7% 11,172 $126K
Smartleaf Asset Management LLC 0.00% Reduce -3.5% 11,238 $124K
Ellevest, Inc. 0.02% Add +3.0% 10,936 $123K
Diversify Wealth Management, LLC 0.00% Reduce -7.1% 10,591 $121K
Independent Advisor Alliance 0.00% New 10,685 $120K
Old National Bancorp 0.00% Reduce -0.6% 10,681 $120K
HB Wealth Management, LLC 0.00% New 10,365 $117K
Cromwell Holdings LLC 0.07% No change 10,276 $116K
Mgo One Seven LLC 0.00% Reduce -5.9% 10,233 $115K
D.A. Davidson & Co. 0.00% No change 10,000 $113K
EverSource Wealth Advisors, LLC 0.00% Add +39.3% 9,382 $106K
GF Fund Management Co. LTD. 0.00% New 9,197 $104K
First Command Advisory Services, Inc. 0.00% New 9,174 $103K
Leonteq Securities AG 0.01% Reduce -20.1% 9,089 $102K
SBI Securities Co., Ltd. 0.00% Add +2.0% 8,696 $98K
Farther Finance Advisors, LLC 0.00% Add +24.5% 8,458 $97K
GeoWealth Management, LLC 0.00% New 8,113 $91K
Hilton Head Capital Partners, LLC 0.05% No change 7,499 $85K
Walleye Capital LLC 0.00% Add +106.4% 7,026 $79K
Grove Bank & Trust 0.01% Reduce -0.3% 6,573 $74K
Allworth Financial LP 0.00% Add +0.4% 5,974 $67K
Harbour Investments, Inc. 0.00% Add +1220.9% 5,363 $60K
Foster Dykema Cabot & Partners, LLC 0.00% No change 4,969 $56K
Advisory Services Network, LLC 0.00% New 4,859 $55K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +6.1% 4,814 $54K
Deutsche Bank AG 0.00% Reduce -3.1% 4,771 $54K
Financial Perspectives, Inc 0.01% No change 4,603 $52K
Pinnacle Bancorp, Inc. 0.02% No change 4,569 $51K
Minot DeBlois Advisors LLC 0.04% No change 4,350 $49K
Armstrong Advisory Group, Inc. 0.00% No change 4,232 $48K
Rothschild Investment LLC 0.00% Add +7.6% 3,872 $44K
Bayforest Capital Ltd 0.05% Reduce -94.6% 3,871 $44K
Parallel Advisors, LLC 0.00% Add +2892.6% 3,621 $41K
Twin Peaks Wealth Advisors, LLC 0.01% New 3,347 $38K
Intentional Wealth Strategies, LLC 0.03% — 3,284 $37K
Sound Income Strategies, LLC 0.00% No change 3,206 $37K
Private Trust Co. NA 0.00% Reduce -21.5% 2,986 $34K
Arax Advisory Partners 0.00% Reduce -74.6% 2,830 $32K
Caitong International Asset Management Co., Ltd 0.01% Add +1915.4% 2,741 $31K
Triumph Capital Management 0.01% Add +1.2% 2,701 $30K
Ameriflex Group, Inc. 0.02% No change 2,651 $30K
Wolff Wiese Magana LLC 0.02% No change 2,603 $29K
Owl Creek Wealth Partners LLC 0.01% — 2,511 $28K
Ankerstar Wealth, LLC 0.03% No change 2,390 $27K
MJT & Associates Financial Advisory Group, Inc. 0.02% Add +43.1% 2,025 $23K
Beacon Investment Advisory Services, Inc. 0.00% New 2,000 $23K
Basecamp Wealth Advisors LLC 0.00% No change 1,962 $22K
Manchester Capital Management LLC 0.00% Add +4.4% 1,936 $22K
CENTRAL TRUST Co 0.00% Reduce -0.4% 1,900 $21K
Brown Brothers Harriman & Co. 0.00% New 1,895 $21K
Chesapeake Asset Management LLC 0.02% No change 1,800 $20K
Vermillion Wealth Management, Inc. 0.01% No change 1,720 $19K
Bessemer Group Inc. 0.00% Reduce -1.8% 1,682 $19K
Salomon & Ludwin, LLC 0.00% Add +46.7% 1,442 $17K
Boyd Watterson Asset Management LLC 0.01% No change 1,456 $16K
MAI Capital Management 0.00% Add +61.2% 1,435 $16K
Federated Hermes, Inc. 0.00% Reduce -56.1% 1,359 $15K
Signaturefd, LLC 0.00% Add +1914.9% 1,350 $15K
Bell Investment Advisors, Inc 0.00% Add +21.7% 1,318 $15K
Larson Financial Group LLC 0.00% Add +76.8% 1,245 $14K
Financial Consulate, Inc. 0.00% Add +109.1% 1,100 $12K
Burk Holdings LLC 0.01% New 1,086 $12K
True Wealth Design, LLC 0.00% Add +87.9% 1,037 $12K
Transamerica Financial Advisors, LLC 0.00% Add +44.1% 1,036 $12K
2UniFi Bank 0.01% No change 1,000 $11K
WealthCollab, LLC 0.00% No change 942 $11K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.5% 918 $10K
SouthState Bank Corp 0.00% No change 910 $10K
JFS Wealth Advisors, LLC 0.00% Reduce -35.4% 859 $10K
Parkside Financial Bank & Trust 0.00% Add +59.5% 740 $8K
Nisa Investment Advisors, LLC 0.00% Add +103.9% 675 $8K
Ancora Advisors LLC 0.00% Add +340.1% 647 $7K
GW&K Investment Management, LLC 0.00% Add +13.2% 593 $7K
Bruce G. Allen Investments, LLC 0.00% Add +144.0% 593 $7K
Kilter Group LLC 0.00% Add +176.6% 567 $6K
Investors Research Corp 0.00% No change 500 $6K
Vanguard National Trust Co 0.00% — 465 $5K
Destiny Wealth Partners, LLC 0.00% New 453 $5K
NBT Bank, N.A. 0.00% Add +4270.0% 437 $5K
Retirement Wealth Solutions LLC 0.00% Add +133.9% 421 $5K
Cornerstone Planning Group LLC 0.00% Add +33.7% 373 $4K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 375 $4K
Horizon Investments, LLC 0.00% New 374 $4K
Addison Advisors LLC 0.00% No change 353 $4K
Mather Group, Llc. 0.00% New 352 $4K
Cornerstone Financial Management LLC 0.00% Add +14.0% 351 $4K
Creative Financial Designs Inc. 0.00% Add +93.9% 351 $4K
Dogwood Wealth Management LLC 0.00% No change 348 $4K
CVA Family Office, LLC 0.00% No change 331 $4K
SJS Investment Consulting Inc. 0.00% New 328 $4K
Signature Equity Partners, LLC 0.00% Add +0.6% 325 $4K
Fifth Third Bancorp 0.00% Add +232.6% 316 $4K
Raffa Wealth Management, LLC 0.00% No change 234 $3K
Principia Wealth Advisory, LLC 0.00% Add +40.8% 221 $2K
Nemes Rush Group LLC 0.00% No change 208 $2K
Spire Wealth Management 0.00% No change 204 $2K
IMA Advisory Services, Inc. 0.00% Reduce -2.0% 192 $2K
Innovative Asset Advisors Group, LLC 0.00% — 157 $2K
Zions Bancorporation, National Association 0.00% No change 149 $2K
Inspire Investing, LLC 0.00% Add +7.8% 138 $2K
MV Capital Management, Inc. 0.00% Add +309.1% 135 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 132 $1K
Physician Wealth Advisors, Inc. 0.00% Add +126.4% 120 $1K
Root Financial Partners, LLC 0.00% Add +45.7% 118 $1K
American Capital Advisory, LLC 0.00% Add +208.3% 111 $1K
NewEdge Advisors, LLC 0.00% Reduce -63.9% 100 $1K
IFP Advisors, Inc 0.00% Add +151.3% 93 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 82 $925
GHP Investment Advisors, Inc. 0.00% New 78 $880
Operose Advisors LLC 0.00% New 69 $778
Whipplewood Advisors, LLC 0.00% New 68 $766
Key Financial Inc 0.00% No change 60 $676
North Star Investment Management Corp. 0.00% No change 57 $642
Highline Wealth Partners LLC 0.00% No change 54 $609
Arlington Trust Co LLC 0.00% New 51 $575
Bare Financial Services, Inc 0.00% New 42 $473
SHP Wealth Management 0.00% New 30 $338
Abound Wealth Management 0.00% Add +38.1% 29 $327
Cassaday & Co Wealth Management LLC 0.00% New 25 $282
Ares Financial Consulting, LLC 0.00% No change 24 $275
Godfrey Financial Associates, Inc. 0.00% No change 15 $169
Bogart Wealth, LLC 0.00% No change 10 $113
Toth Financial Advisory Corp. 0.00% No change 7 $79
Huntington National Bank 0.00% Reduce -96.8% 2 $23
Financial Gravity Asset Management, Inc. 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.