Ericsson (lm) Tel-SP ADRERIC

13F holders, Q2 2026 (June 30)
391holders +14
63new positions
50sold out
6famous investors
$11.15avg. 13F price*

At the end of Q2 2026, 391 institutions reported holding Ericsson (lm) Tel-SP ADR (ERIC) in their 13F filings, up 14 from Q1 2026. 63 opened new positions and 50 sold out. The largest holders were Hotchkis & Wiley Capital Management LLC ($766.0M), Acadian Asset Management LLC ($691.6M) and Primecap Management Co. ($464.0M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).

Company
Ericsson (lm) Tel-SP ADR
Filed as
TELEFONAKTIEBOLAGET LM ERICS (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions63$39.0M
Exits50$124.4M

All 13F filers, Q1 2026 → Q2 2026: 38,035,726 shares bought and 36,832,678 shares sold, net +1,203,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 391 holders

Hotchkis & Wiley Capital Management LLC 2.23% Reduce -16.5% 68,701,573 $766.0M
Acadian Asset Management LLC 0.82% Reduce -4.3% 62,033,988 $691.6M
Primecap Management Co. 0.27% Add +11.0% 41,613,613 $464.0M
Goldman Sachs Group Inc. 0.02% Add +104.9% 15,278,177 $170.4M
Arrowstreet Capital, Limited Partnership 0.08% Add +10.7% 15,176,534 $169.2M
Morgan Stanley 0.01% Add +42.5% 13,165,152 $146.8M
Bank of America Corp. 0.01% Add +20.2% 8,135,835 $90.7M
UBS Group AG 0.01% Add +349.8% 6,063,933 $67.6M
Ameriprise Financial Inc. 0.01% Add +31.2% 5,209,245 $58.1M
Sei Investments Co. 0.05% Reduce -3.1% 5,168,852 $57.6M
FMR LLC 0.00% Add +1.8% 5,051,269 $56.3M
Lazard Asset Management LLC 0.08% Add +15.3% 4,494,701 $50.1M
Renaissance Technologies 0.06% Reduce -55.1% 4,077,200 $45.5M
New York State Common Retirement Fund 0.04% Add +0.3% 3,111,853 $34.7M
Citigroup Inc. 0.01% Add +0.7% 2,877,998 $32.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +2.6% 2,708,417 $30.2M
BlackRock, Inc. 0.00% Add +138.4% 2,706,784 $30.2M
American Century Companies Inc. 0.01% Add +11.4% 2,641,673 $29.5M
JPMorgan Chase & Co. 0.00% Add +506.4% 2,213,652 $24.7M
Russell Investments Group, Ltd. 0.02% Add +0.9% 1,938,139 $21.6M
Northern Trust Corp. 0.00% Reduce -5.3% 1,907,816 $21.3M
Jane Street Group, LLC 0.01% Reduce -23.1% 1,851,101 $20.6M
Marshall Wace, LLP 0.02% Add +40.3% 1,812,218 $20.2M
First Trust Advisors LP 0.01% Add +56.0% 1,503,984 $16.8M
Public Employees Retirement System of Ohio 0.05% No change 1,418,076 $15.8M
Envestnet Asset Management Inc. 0.00% Add +27.9% 1,250,507 $13.9M
Quantinno Capital Management LP 0.02% Add +4.4% 1,154,433 $12.9M
O'shaughnessy Asset Management, LLC 0.06% Add +17.1% 1,153,868 $12.9M
D. E. Shaw & Co. 0.01% Reduce -0.1% 1,024,396 $11.4M
Capital Fund Management S.A. 0.08% Add +46.8% 994,178 $11.1M
LPL Financial LLC 0.00% Add +16.0% 925,304 $10.3M
Penserra Capital Management LLC 0.08% Reduce -2.6% 914,801 $10.2M
Defiance ETFs, LLC 0.14% Reduce -2.6% 914,801 $9.9M
US Bancorp \de 0.01% Reduce -8.1% 805,802 $9.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +149.8% 801,508 $8.9M
Leuthold Group, LLC 0.86% Reduce -5.4% 767,612 $8.6M
Two Sigma Investments, LP 0.01% Reduce -24.1% 671,181 $7.5M
Qube Research & Technologies Ltd 0.01% New 668,388 $7.5M
Nomura Asset Management International Inc. 0.01% No change 636,954 $7.1M
Millennium Management 0.00% Add +284.4% 622,693 $6.9M
Barclays PLC 0.00% Add +61.1% 586,607 $6.5M
BNP Paribas Financial Markets 0.00% Reduce -28.9% 585,028 $6.5M
XTX Topco Ltd 0.08% New 564,480 $6.3M
Charles Schwab Investment Management Inc. 0.00% Add +10.9% 562,771 $6.3M
Azzad Asset Management Inc. 0.54% Add +2.9% 543,430 $6.1M
Dimensional Fund Advisors LP 0.00% Reduce -18.6% 520,054 $5.8M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -11.8% 514,065 $5.7M
Ritholtz Wealth Management 0.08% Add +10.3% 491,224 $5.5M
AQR Capital Management 0.00% Add +37.2% 480,026 $5.4M
Amundi 0.00% Reduce -8.4% 461,388 $5.1M
LSV Asset Management 0.01% Add +213.9% 446,931 $5.0M
Denali Advisors LLC 0.45% Reduce -1.1% 399,989 $4.5M
Natixis Advisors, LLC 0.00% Add +7.5% 386,116 $4.3M
DV Equities, LLC 0.60% — 369,959 $4.1M
Tower Research Capital LLC (TRC) 0.09% Add +379.3% 336,086 $3.7M
QRG Capital Management, Inc. 0.03% Reduce -11.8% 317,254 $3.5M
Mackenzie Financial Corp. 0.00% New 313,941 $3.5M
Diversified Trust Co. 0.06% Add +0.0% 311,000 $3.5M
Ethic Inc. 0.04% Add +9.7% 297,588 $3.3M
BCS Private Wealth Management, Inc. 1.00% Reduce -2.3% 297,500 $3.3M
Nuveen, LLC 0.00% Add +2260.3% 281,892 $3.1M
Mercer Global Advisors Inc. 0.00% Add +3.3% 279,521 $3.1M
Earnest Partners LLC 0.01% Reduce -1.0% 259,685 $2.9M
GMO 0.01% Reduce -43.3% 246,951 $2.8M
Manning & Napier Advisors LLC 0.03% Reduce -11.7% 243,015 $2.7M
Twin Tree Management, LP 0.41% New 237,581 $2.6M
Drum Hill Capital, LLC 2.67% Reduce -65.7% 229,098 $2.6M
Geode Capital Management, LLC 0.00% Reduce -14.1% 227,672 $2.5M
Crossmark Global Holdings, Inc. 0.03% Reduce -0.1% 226,302 $2.5M
Henry James International Management Inc. 0.74% Reduce -3.7% 223,042 $2.5M
Optiver Holding B.V. 0.04% Reduce -17.1% 219,711 $2.4M
T. Rowe Price Associates Inc. 0.00% Reduce -5.6% 215,521 $2.4M
Vident Advisory, LLC 0.02% Add +30.9% 214,419 $2.4M
Integrated Quantitative Investments LLC 0.39% Reduce -19.1% 210,984 $2.4M
Vanguard Personalized Indexing Management, LLC 0.02% Add +17.3% 206,994 $2.3M
Boston Partners 0.00% Add +23.4% 201,208 $2.2M
SALT Holding Corp. 1.17% Reduce -0.8% 198,500 $2.2M
Engineers Gate Manager LP 0.03% Add +34.2% 196,942 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +32.1% 180,161 $2.0M
Legacy Wealth Asset Management, LLC 0.43% Add +74.0% 177,468 $2.0M
Cetera Investment Advisers 0.00% Add +24.7% 171,090 $1.9M
Mirae Asset Global Investments Co., Ltd. 0.00% New 163,748 $1.8M
Bank of New York Mellon Corp 0.00% Add +0.5% 161,432 $1.8M
Elevation Point Wealth Partners, LLC 0.03% Reduce -12.2% 159,732 $1.8M
Mariner, LLC 0.00% Reduce -4.6% 155,626 $1.7M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -53.1% 153,846 $1.7M
Evolve Private Wealth, LLC 0.10% Add +1.3% 153,115 $1.7M
Dorsey Wright & Associates 0.28% New 146,823 $1.6M
Callan Family Office, LLC 0.03% Add +3.7% 145,797 $1.6M
Assetmark, Inc. 0.00% Add +4.7% 139,603 $1.6M
Syon Capital LLC 0.07% Add +16.7% 138,963 $1.5M
Caprock Group, LLC 0.03% Add +1.6% 131,691 $1.5M
Old Mission Capital LLC 0.04% Reduce -21.3% 129,388 $1.4M
Rhumbline Advisers 0.00% Add +6.8% 127,469 $1.4M
AlphaCore Capital LLC 0.03% Add +24.7% 122,281 $1.4M
Tidal Investments LLC 0.00% Add +83.6% 119,044 $1.3M
Pathstone Holdings, LLC 0.00% Add +4.5% 115,600 $1.3M
Vise Technologies, Inc. 0.01% Add +31.8% 114,957 $1.3M
Creative Planning 0.00% Add +116.0% 108,275 $1.2M
Vest Financial, LLC 0.01% Add +54.4% 106,114 $1.2M
OneAscent Investment Solutions LLC 1.12% New 105,984 $1.2M
Baird Financial Group, Inc. 0.00% Add +46.6% 103,416 $1.2M
Cerity Partners LLC 0.00% Add +13.6% 102,570 $1.1M
Pavaki Capital Management LLC 0.62% Add +116.7% 97,500 $1.1M
PEAK6 LLC 0.03% New 96,939 $1.1M
PNC Financial Services Group, Inc. 0.00% Add +11.7% 95,104 $1.1M
Entropy Technologies, LP 0.04% New 93,083 $1.0M
HighTower Advisors, LLC 0.00% Add +2.7% 92,817 $1.0M
Landscape Capital Management, L.L.C. 0.07% New 92,642 $1.0M
Headlands Technologies LLC 0.11% New 90,475 $1.0M
Greenland Capital Management LP 0.21% New 89,272 $995K
AdvisorShares Investments LLC 0.12% New 88,496 $987K
MML Investors Services, LLC 0.00% Add +15.2% 87,695 $978K
Virtu Financial LLC 0.03% New 79,764 $889K
Ieq Capital, LLC 0.00% Reduce -12.2% 78,680 $877K
Hantz Financial Services, Inc. 0.01% Add +4.6% 75,478 $842K
Havemeyer Place LP 0.08% New 74,560 $831K
Orion Porfolio Solutions, LLC 0.01% Add +1.7% 73,487 $819K
Qtron Investments LLC 0.11% Reduce -7.2% 72,761 $811K
Quadrant Capital Group LLC 0.02% Add +0.4% 72,687 $810K
denkapparat Operations GmbH 0.25% Reduce -68.6% 69,902 $779K
Michels Family Financial, LLC 0.49% Reduce -2.4% 69,067 $770K
Advisors Asset Management, Inc. 0.01% Add +13.4% 66,637 $743K
Neuberger Berman Group LLC 0.00% Add +13.6% 65,068 $726K
Invesco Ltd. 0.00% Add +17.4% 64,778 $722K
RNC Capital Management LLC 0.03% Reduce -2.8% 63,410 $707K
Bank of Montreal 0.00% Add +122.5% 62,734 $699K
Wells Fargo & Company 0.00% Reduce -16.1% 61,637 $687K
Institute for Wealth Management, LLC. 0.06% No change 61,525 $686K
Global Retirement Partners, LLC 0.01% — 61,373 $684K
Compound Planning, Inc. 0.02% Add +5.5% 60,449 $674K
Atlas Capital Advisors Inc. 0.07% Add +46.3% 58,602 $653K
Stifel Financial Corp. 0.00% New 57,985 $647K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 57,731 $644K
Intrust Bank NA 0.05% Add +5.3% 56,028 $625K
Jones Financial Companies LLLP 0.00% Add +26.2% 54,581 $598K
Corient Private Wealth LP 0.00% Add +4.6% 51,868 $578K
Keybank National Association 0.00% Add +48.9% 51,335 $572K
Sequoia Financial Advisors, LLC 0.00% Reduce -30.9% 51,242 $571K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -5.0% 51,199 $571K
Royal Bank of Canada 0.00% Reduce -22.3% 48,066 $536K
Profund Advisors LLC 0.01% Reduce -2.8% 47,329 $528K
Dorsey & Whitney Trust CO LLC 0.03% Add +7.4% 47,318 $528K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +24.2% 46,012 $513K
Jain Global LLC 0.01% New 45,049 $502K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% No change 43,962 $490K
Burns Matteson Capital Management, LLC 0.15% New 43,699 $487K
Park Avenue Securities LLC 0.00% Reduce -14.1% 43,534 $485K
Altshuler Shaham Ltd 0.01% New 43,302 $483K
Bridgewater Associates 0.00% Reduce -61.1% 43,024 $480K
Focus Partners Wealth 0.00% Add +1.0% 41,712 $465K
Raymond James Financial Inc. 0.00% Reduce -4.9% 41,165 $459K
Guggenheim Capital LLC 0.00% Add +63.8% 40,561 $452K
Oppenheimer & Co. Inc. 0.00% Add +26.5% 40,547 $452K
Gryphon Financial Partners LLC 0.04% Add +8.7% 39,468 $440K
Atria Investments, Inc 0.00% New 39,201 $437K
Aaron Wealth Advisors LLC 0.02% Reduce -6.7% 38,724 $432K
Kathmere Capital Management, LLC 0.02% Add +4.8% 37,851 $422K
Merit Financial Group, LLC 0.00% Add +3.0% 37,302 $416K
United Capital Financial Advisors, LLC 0.00% Add +0.7% 37,037 $413K
TD Private Client Wealth LLC 0.01% Reduce -7.6% 36,027 $402K
Integrated Wealth Concepts LLC 0.00% Add +132.4% 35,888 $400K
Osaic Holdings, Inc. 0.00% Reduce -9.8% 35,322 $394K
Sivia Capital Partners, LLC 0.05% No change 35,092 $391K
Panagora Asset Management Inc. 0.00% Reduce -90.5% 35,001 $390K
Focused Alpha, LLC 0.10% Add +9.5% 34,986 $390K
Allspring Global Investments Holdings, LLC 0.00% Add +6.5% 35,862 $389K
Naviter Wealth, LLC 0.04% Add +15.4% 34,799 $388K
National Bank of Canada 0.00% Reduce -19.1% 34,527 $385K
Versant Capital Management, Inc 0.03% Reduce -10.9% 34,342 $383K
Baldwin Wealth Partners LLC 0.02% Reduce -3.5% 33,639 $375K
Viewpoint Investment Partners Corp. 0.13% Add +51.1% 33,400 $372K
First Command Advisory Services, Inc. 0.00% Add +259.4% 32,973 $368K
Mgo One Seven LLC 0.01% Add +219.7% 32,717 $365K
Net Worth Advisory Group 0.09% Reduce -5.1% 31,990 $357K
Gateway Investment Advisers LLC 0.00% Reduce -29.9% 31,688 $353K
Savant Capital, LLC 0.00% Add +68.8% 29,861 $334K
Legacy Capital Group California, Inc. 0.10% New 29,916 $334K
Squarepoint Ops LLC 0.00% Reduce -31.3% 29,408 $328K
Choreo, LLC 0.00% Add +1.4% 27,773 $310K
Blue Trust, Inc. 0.00% Reduce -2.9% 26,976 $301K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -13.3% 50,589 $300K
Pure Financial Advisors, LLC 0.00% Add +48.1% 26,784 $299K
Bayesian Capital Management, LP 0.19% New 26,600 $297K
Summit Trail Advisors, LLC 0.00% Reduce -2.0% 26,019 $290K
DUTCH ASSET Corp 0.14% New 25,509 $284K
Xponance LLC 0.00% Add +52.8% 25,124 $280K
Captrust Financial Advisors 0.00% Reduce -1.5% 24,806 $277K
IMC-Chicago, LLC 0.00% New 24,784 $276K
Personal Cfo Solutions, LLC 0.04% New 24,718 $276K
OpenArc Corporate Advisory, LLC 0.00% Add +34.5% 24,703 $275K
NorthCrest Asset Manangement, LLC 0.01% Reduce -31.8% 23,645 $274K
Contravisory Investment Management, Inc. 0.05% New 24,207 $270K
Glenmede Trust Co. NA 0.00% Add +15.4% 24,020 $268K
Schonfeld Strategic Advisors LLC 0.00% New 23,856 $266K
Advyzon Investment Management, LLC 0.02% Add +21.8% 23,548 $263K
Commonwealth Equity Services, LLC 0.00% Add +4.0% 23,067 $257K
GAMMA Investing LLC 0.01% Add +12.6% 22,120 $247K
Truist Financial Corp. 0.00% Reduce -1.2% 21,951 $245K
Stirlingshire Investments, Inc. 0.18% Add +11.3% 21,790 $243K
Five Oceans Advisors 0.08% No change 21,739 $242K
Trek Financial, LLC 0.01% Reduce -22.7% 21,361 $238K
Caitong International Asset Management Co., Ltd 0.03% Add +677.6% 21,314 $238K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.8% 21,271 $237K
Family Manage LLC 0.02% Add +8.9% 20,632 $230K
Ballentine Partners, LLC 0.00% New 20,621 $230K
&partners 0.00% Add +58.0% 19,935 $222K
Fulton Bank, N.A. 0.01% Reduce -14.2% 19,846 $221K
Coldstream Capital Management Inc. 0.00% Reduce -58.7% 19,720 $220K
Rockefeller Capital Management L.P. 0.00% Add +45.8% 19,209 $214K
Ruedi Wealth Management, Inc. 0.05% No change 19,201 $214K
Cresset Asset Management, LLC 0.00% Reduce -19.1% 19,078 $213K
RFG Advisory, LLC 0.00% Add +6.2% 18,858 $210K
Westover Capital Advisors, LLC 0.03% No change 18,700 $209K
Nilsine Partners, LLC 0.01% No change 18,469 $206K
HF Advisory Group, LLC 0.06% Add +6.6% 18,425 $205K
Frec Markets, Inc. 0.02% Reduce -0.1% 18,265 $204K
Larry Mathis Financial Planning, LLC 0.15% Reduce -1.7% 18,202 $203K
Kintra Wealth, LLC 0.01% Reduce -7.0% 19,609 $201K
Hedges Asset Management LLC 0.13% — 18,000 $201K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -9.0% 17,860 $199K
Franklin Resources Inc. 0.00% Add +0.3% 17,381 $194K
Independent Advisor Alliance 0.00% Add +61.7% 17,274 $193K
Strategic Global Advisors, LLC 0.03% Reduce -74.0% 17,185 $192K
Aprio Wealth Management, LLC 0.01% Add +1.0% 17,127 $191K
Checchi Capital Advisers, LLC 0.01% Reduce -1.1% 16,962 $189K
Alhambra Investment Management LLC 0.08% Reduce -25.3% 16,629 $185K
Empower Advisory Group, LLC 0.00% No change 16,216 $181K
May Hill Capital, LLC 0.04% Reduce -2.3% 15,880 $177K
Federation des caisses Desjardins du Quebec 0.00% Reduce -57.9% 15,794 $176K
SG Americas Securities, LLC 0.00% Add +11.9% 15,499 $173K
Mosaic Financial Group, LLC 0.11% New 15,433 $172K
LCM Capital Management Inc 0.07% Add +30.6% 15,249 $170K
Ascent Group, LLC 0.01% Reduce -1.3% 15,105 $168K
HUB Investment Partners, LLC 0.00% Add +13.0% 14,447 $161K
XY Capital Ltd 0.18% Reduce -87.7% 14,431 $161K
HB Wealth Management, LLC 0.00% Add +39.0% 14,403 $161K
Legal & General Group Plc 0.00% Reduce -24.3% 14,202 $158K
Arax Advisory Partners 0.00% Add +402.0% 14,206 $158K
Retirement Solution LLC 0.03% Reduce -2.2% 14,057 $157K
Baron Wealth Management LLC 0.04% Add +10.1% 13,955 $156K
Sanctuary Advisors, LLC 0.00% Reduce -76.8% 13,274 $148K
M&T Bank Corp 0.00% Add +15.5% 13,205 $148K
Fulcrum Asset Management LLP 0.01% New 13,120 $146K
Farther Finance Advisors, LLC 0.00% Add +53.8% 13,009 $145K
Retirement Planning Co of New England, Inc. 0.05% New 12,789 $143K
Hexagon Capital Partners LLC 0.02% New 12,613 $141K
Yousif Capital Management, LLC 0.00% Reduce -77.2% 12,576 $140K
Williams & Novak, LLC 0.09% Reduce -0.1% 12,274 $137K
Resonant Capital Advisors, LLC 0.01% Add +2.2% 12,184 $136K
Bingham Private Wealth, LLC 0.09% New 12,030 $134K
Crestwood Advisors Group, LLC 0.00% Add +6.7% 12,003 $134K
Sage Rhino Capital LLC 0.02% Add +2.1% 11,929 $133K
Leonteq Securities AG 0.01% Add +28.4% 11,673 $130K
Brucke Financial, Inc. 0.06% New 11,627 $130K
Principal Securities, Inc. 0.00% Add +1.6% 11,612 $129K
International Private Wealth Advisors LLC 0.07% Add +2.8% 11,486 $128K
626 Financial, LLC 0.05% No change 11,460 $128K
Csenge Advisory Group 0.01% Reduce -2.5% 11,290 $126K
Smartleaf Asset Management LLC 0.00% No change 11,238 $125K
SYM FINANCIAL Corp 0.01% New 11,202 $125K
Ellevest, Inc. 0.01% Add +0.1% 10,943 $122K
State Street Corp. 0.00% New 10,930 $122K
Beacon Pointe Advisors, LLC 0.00% Reduce -53.8% 10,892 $121K
Hennessy Advisors Inc. 0.00% Reduce -23.9% 10,675 $119K
Sowell Financial Services LLC 0.00% New 10,655 $119K
Keebeck Wealth Management 0.01% New 10,633 $119K
Cromwell Holdings LLC 0.05% No change 10,276 $115K
MQS Management LLC 0.14% New 10,220 $114K
Endowment Wealth Management, Inc. 0.04% New 10,008 $112K
D.A. Davidson & Co. 0.00% No change 10,000 $112K
Diversify Advisory Services, LLC 0.00% New 11,200 $108K
Diversify Wealth Management, LLC 0.00% Add +5.8% 11,200 $108K
Hilton Head Capital Partners, LLC 0.04% No change 7,499 $84K
Signaturefd, LLC 0.00% Add +451.5% 7,445 $83K
Walleye Capital LLC 0.00% Add +2.4% 7,197 $80K
EverSource Wealth Advisors, LLC 0.00% Reduce -24.1% 7,125 $79K
GeoWealth Management, LLC 0.00% Reduce -15.0% 6,898 $77K
Allworth Financial LP 0.00% Add +13.3% 6,769 $75K
Grove Bank & Trust 0.01% Reduce -2.6% 6,399 $71K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +23.4% 5,943 $66K
Foster Dykema Cabot & Partners, LLC 0.00% No change 4,969 $55K
Financial Perspectives, Inc 0.01% No change 4,603 $51K
Parallel Advisors, LLC 0.00% Add +20.3% 4,357 $49K
Minot DeBlois Advisors LLC 0.04% No change 4,350 $49K
Bayforest Capital Ltd 0.04% Add +10.7% 4,286 $48K
Armstrong Advisory Group, Inc. 0.00% No change 4,232 $47K
Harbour Investments, Inc. 0.00% Reduce -22.1% 4,177 $47K
Deutsche Bank AG 0.00% Reduce -15.2% 4,044 $45K
Quantbot Technologies LP 0.00% New 3,768 $42K
Rothschild Investment LLC 0.00% Reduce -5.9% 3,643 $41K
Pinnacle Bancorp, Inc. 0.01% Reduce -25.5% 3,403 $38K
Private Trust Co. NA 0.00% Reduce -3.9% 2,869 $32K
Ameriflex Group, Inc. 0.01% Add +3.5% 2,745 $31K
Triumph Capital Management 0.01% No change 2,701 $30K
Wolff Wiese Magana LLC 0.01% No change 2,603 $29K
Owl Creek Wealth Partners LLC 0.01% No change 2,511 $28K
Ankerstar Wealth, LLC 0.02% Reduce -1.1% 2,363 $26K
Brown Brothers Harriman & Co. 0.00% Add +18.1% 2,238 $25K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 2,025 $23K
Beacon Investment Advisory Services, Inc. 0.00% No change 2,000 $22K
Basecamp Wealth Advisors LLC 0.00% No change 1,962 $22K
Manchester Capital Management LLC 0.00% Reduce -0.1% 1,935 $22K
Larson Financial Group LLC 0.00% Add +54.6% 1,925 $21K
CENTRAL TRUST Co 0.00% No change 1,900 $21K
Chesapeake Asset Management LLC 0.02% No change 1,800 $20K
Bessemer Group Inc. 0.00% No change 1,682 $19K
Eastern Bank 0.00% New 1,681 $19K
Nisa Investment Advisors, LLC 0.00% Add +142.8% 1,639 $18K
Steward Partners Investment Advisory, LLC 0.00% Add +75.3% 1,609 $18K
WPG Advisers, LLC 0.01% New 1,545 $17K
Vermillion Wealth Management, Inc. 0.00% Reduce -11.6% 1,520 $17K
Boyd Watterson Asset Management LLC 0.00% No change 1,456 $16K
Salomon & Ludwin, LLC 0.00% No change 1,442 $16K
Federated Hermes, Inc. 0.00% No change 1,359 $15K
Bell Investment Advisors, Inc 0.00% Reduce -1.7% 1,296 $14K
Bare Financial Services, Inc 0.00% Add +2600.0% 1,134 $13K
Transamerica Financial Advisors, LLC 0.00% Add +5.7% 1,095 $12K
Burk Holdings LLC 0.00% No change 1,086 $12K
True Wealth Design, LLC 0.00% No change 1,037 $12K
NBH Bank 0.00% — 1,000 $11K
WealthCollab, LLC 0.00% No change 942 $11K
SouthState Bank Corp 0.00% No change 910 $10K
JFS Wealth Advisors, LLC 0.00% No change 859 $10K
Financial Consulate, Inc. 0.00% Reduce -27.6% 796 $9K
Kilter Group LLC 0.00% Add +40.0% 794 $9K
Parkside Financial Bank & Trust 0.00% Add +6.6% 789 $9K
SBI Securities Co., Ltd. 0.00% Reduce -91.0% 787 $9K
GW&K Investment Management, LLC 0.00% No change 593 $7K
Elevation Wealth Partners, LLC 0.00% New 608 $7K
AdvisorNet Financial, Inc 0.00% New 600 $7K
Investors Research Corp 0.00% No change 500 $6K
Vanguard National Trust Co 0.00% No change 465 $5K
Ascentis Wealth Management, LLC 0.00% New 455 $5K
TD Waterhouse Canada Inc. 0.00% Reduce -98.8% 457 $5K
Cornerstone Financial Management LLC 0.00% Add +15.1% 404 $5K
BNP Paribas 0.00% New 400 $4K
Retirement Wealth Solutions LLC 0.00% Reduce -9.7% 380 $4K
Mather Group, Llc. 0.00% No change 352 $4K
Dogwood Wealth Management LLC 0.00% No change 348 $4K
Fifth Third Bancorp 0.00% Add +7.6% 340 $4K
CVA Family Office, LLC 0.00% No change 331 $4K
Signature Equity Partners, LLC 0.00% No change 325 $4K
Gleason Group, Inc. 0.00% New 312 $3K
IMA Advisory Services, Inc. 0.00% Add +52.1% 292 $3K
Bruce G. Allen Investments, LLC 0.00% Reduce -52.1% 284 $3K
Silver Grove Financial Group, Inc. 0.00% New 281 $3K
Fiduciary Financial Advisors 0.00% New 281 $3K
SJS Investment Consulting Inc. 0.00% Reduce -14.9% 279 $3K
Cornerstone Planning Group LLC 0.00% Reduce -16.6% 311 $3K
IFP Advisors, Inc 0.00% Add +175.3% 256 $3K
SHP Wealth Management 0.00% Add +746.7% 254 $3K
Montag A & Associates Inc. 0.00% New 250 $3K
Raffa Wealth Management, LLC 0.00% No change 234 $3K
Principia Wealth Advisory, LLC 0.00% Reduce -0.9% 219 $2K
Nemes Rush Group LLC 0.00% No change 208 $2K
Horizon Investments, LLC 0.00% Reduce -45.7% 203 $2K
Physician Wealth Advisors, Inc. 0.00% Add +62.5% 195 $2K
Creative Financial Designs Inc. 0.00% Reduce -48.4% 181 $2K
Zions Bancorporation, National Association 0.00% No change 149 $2K
MV Capital Management, Inc. 0.00% Add +9.6% 148 $2K
Breakwater Investment Management 0.00% New 132 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 132 $1K
Plante Moran Financial Advisors, LLC 0.00% New 117 $1K
American Capital Advisory, LLC 0.00% No change 111 $1K
LRI Investments, LLC 0.00% New 106 $1K
Spire Wealth Management 0.00% Reduce -48.5% 105 $1K
Motco 0.00% New 102 $1K
Quent Capital, LLC 0.00% New 101 $1K
NewEdge Advisors, LLC 0.00% No change 100 $1K
BOK Financial Private Wealth, Inc. 0.00% New 98 $1K
Highline Wealth Partners LLC 0.00% Add +51.9% 82 $914
GHP Investment Advisors, Inc. 0.00% No change 78 $870
Huntington National Bank 0.00% Add +3500.0% 72 $803
Highland Investment Advisors LLC 0.00% — 67 $747
Key Financial Inc 0.00% No change 60 $669
North Star Investment Management Corp. 0.00% No change 57 $636
Halbert Hargrove Global Advisors, LLC 0.00% New 51 $575
Arlington Trust Co LLC 0.00% No change 51 $569
Rakuten Securities, Inc. 0.00% New 50 $558
Marshall Investment Management, LLC 0.00% New 46 $513
Bogart Wealth, LLC 0.00% Add +320.0% 42 $468
HSBC Holdings PLC 0.00% Reduce -100.0% 34 $377
Inspire Investing, LLC 0.00% Reduce -77.5% 31 $351
Abound Wealth Management 0.00% No change 29 $324
Monetary Solutions, Ltd 0.00% New 26 $290
Cassaday & Co Wealth Management LLC 0.00% No change 25 $279
Ares Financial Consulting, LLC 0.00% No change 24 $268
Financial Gravity Companies, Inc. 0.00% — 17 $190
Godfrey Financial Associates, Inc. 0.00% No change 15 $167
Clear Street Group Inc. 0.00% New 1,502 $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.