Vault-13

TELEFONAKTIEBOLAGET LM ERICS ERIC

ADR B SEK 10 · ADR · CUSIP 294821608 · ISIN US2948216088

Swedish provider of communications technology and services

390 institutional holders +13 vs Q1 2026
314,160,306314.2m shares reported held*
$3.5bnreported value*
64 new 151 added 111 reduced 51 sold out net bought ≈ $13.8m (+1.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($25.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.15. Options: 12 managers hold calls ($19.1m notional), 13 hold puts ($19.6m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 300Q4 22: 297Q1 23: 271Q2 23: 250Q3 23: 237Q4 23: 250Q1 24: 238Q2 24: 247Q3 24: 267Q4 24: 318Q1 25: 325Q2 25: 357Q3 25: 328Q4 25: 350Q1 26: 377Q2 26: 390390Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022300
Q4 2022297
Q1 2023271
Q2 2023250
Q3 2023237
Q4 2023250
Q1 2024238
Q2 2024247
Q3 2024267
Q4 2024318
Q1 2025325
Q2 2025357
Q3 2025328
Q4 2025350
Q1 2026377
Q2 2026390

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 152 bought or addedQ3 24: 96 cut or sold outQ4 24: 188 bought or addedQ4 24: 88 cut or sold outQ4 24Q1 25: 153 bought or addedQ1 25: 147 cut or sold outQ2 25: 187 bought or addedQ2 25: 133 cut or sold outQ2 25Q3 25: 147 bought or addedQ3 25: 191 cut or sold outQ4 25: 191 bought or addedQ4 25: 134 cut or sold outQ4 25Q1 26: 231 bought or addedQ1 26: 122 cut or sold outQ2 26: 215 bought or addedQ2 26: 162 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202415296
Q4 202418888
Q1 2025153147
Q2 2025187133
Q3 2025147191
Q4 2025191134
Q1 2026231122
Q2 2026215162

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30m$40mQ3 25 calls: $20.3mQ3 25 puts: $11.3mQ3 25P/C 0.56Q4 25 calls: $35.4mQ4 25 puts: $10.0mQ4 25P/C 0.28Q1 26 calls: $26.8mQ1 26 puts: $10.0mQ1 26P/C 0.37Q2 26 calls: $19.1mQ2 26 puts: $19.6mQ2 26P/C 1.02
Numbers
QuarterCallsPutsP/C
Q3 2025$20.3m$11.3m0.56
Q4 2025$35.4m$10.0m0.28
Q1 2026$26.8m$10.0m0.37
Q2 2026$19.1m$19.6m1.02

Biggest buyers

GOLDMAN SACHS GROUP INC Added +7,822,489+7.8m
UBS Group AG Added +4,715,924+4.7m
PRIMECAP MANAGEMENT CO/CA/ Added +4,109,600+4.1m
MORGAN STANLEY Added +3,923,577+3.9m
JPMORGAN CHASE & CO Added +1,848,603+1.8m
BlackRock, Inc. Added +1,571,627+1.6m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +1,470,065+1.5m
BANK OF AMERICA CORP /DE/ Added +1,368,201+1.4m
AMERIPRISE FINANCIAL INC Added +1,238,789+1.2m
Qube Research & Technologies Ltd New +668,388+668.4k

Biggest sellers

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Reduced -13,560,554-13.6m
RENAISSANCE TECHNOLOGIES LLC Reduced -5,002,200-5.0m
ACADIAN ASSET MANAGEMENT LLC Reduced -2,782,117-2.8m
ABC ARBITRAGE SA Sold out -2,333,866-2.3m
WELLINGTON MANAGEMENT GROUP LLP Sold out -1,983,261-2.0m
VAN ECK ASSOCIATES CORP Sold out -1,399,517-1.4m
HRT FINANCIAL LP Sold out -1,339,481-1.3m
Balyasny Asset Management L.P. Sold out -1,111,485-1.1m
CITADEL ADVISORS LLC Sold out -1,070,200-1.1m
Turim 21 Investimentos Ltda. Sold out -670,000-670.0k

Biggest calls

Optiver Holding B.V. Added $4.4m390.2k shares
SIMPLEX TRADING, LLC Added $3.1m275.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.5m226.4k shares
GROUP ONE TRADING LLC Added $2.1m191.3k shares
IMC-Chicago, LLC Added $2.0m179.2k shares
CITADEL ADVISORS LLC Added $1.7m154.6k shares
Walleye Capital LLC Added $1.4m121.7k shares
HSBC HOLDINGS PLC Reduced $758.2k68.0k shares
JANE STREET GROUP, LLC Reduced $757.1k67.9k shares
CAPITAL FUND MANAGEMENT S.A. New $419.2k37.6k shares

Biggest puts

Twin Tree Management, LP New $5.8m518.1k shares
Optiver Holding B.V. Added $2.3m206.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.2m194.3k shares
PEAK6 LLC New $1.7m148.7k shares
CITADEL ADVISORS LLC Added $1.5m134.0k shares
IMC-Chicago, LLC New $1.3m119.8k shares
Walleye Capital LLC Added $1.2m103.9k shares
SANDLER CAPITAL MANAGEMENT New $1.1m100.0k shares
SIMPLEX TRADING, LLC Added $887.5k79.6k shares
JANE STREET GROUP, LLC Added $844.1k75.7k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
INVESTOR AB 13D · may seek influence filed 2025-04-04
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: Mr. Jacob Wallenberg, Chairman of the Board of Investor AB, was appointed as a member of the Board of Directors of the Issuer in June, 2011 and currently serves as Vice Chairman. Mr. Christian Cederholm, Chief Executive Officer and member of the Board of Directors of Investor AB, was appointed as a member of the Board of Directors of the Issuer in March, 2025. As directors of the Issuer, each of Mr. Wallenberg and Mr. Cederholm may have influence over the corporate activities of the Issuer, including activities that may relate to transactions or other matters specified in clauses (a) through (j) of Item 4 of Schedule 13D. As members of the Board of Directors of the Issuer, part of the director fees payable to Mr.… Full filing
6.2% 190.7m 2025-04-04

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2.23% of their portfolio Los Angeles, CA 68,701,57368.7m $766.0m $766.0m 2.23% Reduced -13.6m -13,560,554
2 ACADIAN ASSET MANAGEMENT LLC 0.82% of their portfolio Boston, MA 62,033,98862.0m $691.6m $691.6m 0.82% Reduced -2.8m -2,782,117
3 PRIMECAP MANAGEMENT CO/CA/ 0.27% of their portfolio PASADENA, CA 41,613,61341.6m $464.0m $464.0m 0.27% Added +4.1m +4,109,600
4 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 15,278,17715.3m $170.4m $170.4m 0.02% Added +7.8m +7,822,489
5 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio BOSTON, MA 15,176,53415.2m $169.2m $169.2m 0.08% Added +1.5m +1,470,065
6 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 13,165,15213.2m $146.8m $146.8m 0.01% Added +3.9m +3,923,577
7 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 8,135,8358.1m $90.7m $90.7m 0.01% Added +1.4m +1,368,201
8 UBS Group AG 0.01% of their portfolio ZURICH, V8 6,063,9336.1m $67.6m $67.6m 0.01% Added +4.7m +4,715,924
9 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 5,209,2455.2m $58.1m $58.1m 0.01% Added +1.2m +1,238,789
10 SEI INVESTMENTS CO 0.05% of their portfolio OAKS, PA 5,168,8525.2m $57.6m $57.6m 0.05% Reduced -166.1k -166,093
11 FMR LLC 0.00% of their portfolio BOSTON, MA 5,051,2695.1m $56.3m $56.3m 0.00% Added +89.8k +89,762
12 LAZARD ASSET MANAGEMENT LLC 0.08% of their portfolio NEW YORK, NY 4,494,7014.5m $50.1m $50.1m 0.08% Added +595.8k +595,826
13 RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio NEW YORK, NY 4,077,2004.1m $45.5m $45.5m 0.06% Reduced -5.0m -5,002,200
14 NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio ALBANY, NY 3,111,8533.1m $34.7m $34.7m 0.04% Added +9.8k +9,845
15 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 2,877,9982.9m $32.1m $32.1m 0.01% Added +19.5k +19,544
16 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio CAUSEWAY BAY, K3 2,708,4172.7m $30.2m $30.2m 0.04% Added +68.1k +68,066
17 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,706,7842.7m $30.2m $30.2m 0.00% Added +1.6m +1,571,627
18 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 2,641,6732.6m $29.5m $29.5m 0.01% Added +269.6k +269,612
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,213,6522.2m $24.7m $24.7m 0.00% Added +1.8m +1,848,603
20 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 1,938,1391.9m $21.6m $21.6m 0.02% Added +17.9k +17,919
21 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,907,8161.9m $21.3m $21.3m 0.00% Reduced -107.1k -107,075
22 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 1,851,1011.9m $20.6m $20.6m 0.01% Reduced -556.0k -555,978
23 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 1,812,2181.8m $20.2m $20.2m 0.02% Added +520.6k +520,645
24 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 1,503,9841.5m $16.8m $16.8m 0.01% Added +539.6k +539,624
25 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.05% of their portfolio COLUMBUS, OH 1,418,0761.4m $15.8m $15.8m 0.05% Unchanged
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 1,250,5071.3m $13.9m $13.9m 0.00% Added +272.4k +272,423
27 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 1,154,4331.2m $12.9m $12.9m 0.02% Added +49.1k +49,091
28 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.06% of their portfolio Stamford, CT 1,153,8681.2m $12.9m $12.9m 0.06% Added +168.9k +168,906
29 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 1,024,3961.0m $11.4m $11.4m 0.01% Reduced -1.1k -1,100
30 CAPITAL FUND MANAGEMENT S.A. 0.08% of their portfolio PARIS, I0 994,178994.2k $11.1m $11.1m 0.08% Added +317.0k +317,040
31 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 925,304925.3k $10.3m $10.3m 0.00% Added +127.9k +127,857
32 Penserra Capital Management LLC 0.08% of their portfolio ORINDA, CA 914,801914.8k $10.2m $10.2m 0.08% Reduced -24.3k -24,291
33 Defiance ETFs, LLC 0.14% of their portfolio NEW YORK, NY 914,801914.8k $9.9m $9.9m 0.14% Reduced -24.3k -24,291
34 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 805,802805.8k $9.0m $9.0m 0.01% Reduced -71.3k -71,265
35 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio Paris, I0 801,508801.5k $8.9m $8.9m 0.01% Added +480.6k +480,597
36 LEUTHOLD GROUP, LLC 0.86% of their portfolio MINNEAPOLIS, MN 767,612767.6k $8.6m $8.6m 0.86% Reduced -43.8k -43,826
37 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 671,181671.2k $7.5m $7.5m 0.01% Reduced -212.7k -212,719
38 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 668,388668.4k $7.5m $7.5m 0.01% New
39 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio PHILADELPHIA, PA 636,954637.0k $7.1m $7.1m 0.01% Unchanged
40 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 622,693622.7k $6.9m $6.9m 0.00% Added +460.7k +460,707
41 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 586,607586.6k $6.5m $6.5m 0.00% Added +222.5k +222,486
42 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 585,028585.0k $6.5m $6.5m 0.00% Reduced -237.3k -237,315
43 XTX Topco Ltd 0.08% of their portfolio LONDON, X0 564,480564.5k $6.3m $6.3m 0.08% New
44 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 562,771562.8k $6.3m $6.3m 0.00% Added +55.2k +55,159
45 AZZAD ASSET MANAGEMENT INC /ADV 0.54% of their portfolio FALLS CHURCH, VA 543,430543.4k $6.1m $6.1m 0.54% Added +15.3k +15,328
46 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 520,054520.1k $5.8m $5.8m 0.00% Reduced -119.0k -118,991
47 Vestmark Advisory Solutions, Inc. 0.05% of their portfolio Wakefield, MA 514,065514.1k $5.7m $5.7m 0.05% Reduced -68.9k -68,947
48 RITHOLTZ WEALTH MANAGEMENT 0.08% of their portfolio NEW YORK, NY 491,224491.2k $5.5m $5.5m 0.08% Added +45.9k +45,873
49 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 480,026480.0k $5.4m $5.4m 0.00% Added +130.1k +130,056
50 Amundi 0.00% of their portfolio Paris, I0 461,388461.4k $5.1m $5.1m 0.00% Reduced -42.5k -42,489
51 LSV ASSET MANAGEMENT 0.01% of their portfolio CHICAGO, IL 446,931446.9k $5.0m $5.0m 0.01% Added +304.5k +304,531
52 DENALI ADVISORS LLC 0.45% of their portfolio SAN DIEGO, CA 399,989400.0k $4.5m $4.5m 0.45% Reduced -4.3k -4,251
53 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 386,116386.1k $4.3m $4.3m 0.00% Added +27.1k +27,104
54 DV EQUITIES, LLC 0.60% of their portfolio CHICAGO, IL 369,959370.0k $4.1m $4.1m 0.60% First filing
55 Tower Research Capital LLC (TRC) 0.09% of their portfolio NEW YORK, NY 336,086336.1k $3.7m $3.7m 0.09% Added +266.0k +265,970
56 QRG CAPITAL MANAGEMENT, INC. 0.03% of their portfolio BERWYN, PA 317,254317.3k $3.5m $3.5m 0.03% Reduced -42.4k -42,373
57 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 313,941313.9k $3.5m $3.5m 0.00% New
58 DIVERSIFIED TRUST CO 0.06% of their portfolio MEMPHIS, TN 311,000311.0k $3.5m $3.5m 0.06% Added +71 +71
59 Ethic Inc. 0.04% of their portfolio NEW YORK, NY 297,588297.6k $3.3m $3.3m 0.04% Added +26.3k +26,251
60 BCS Private Wealth Management, Inc. 1.00% of their portfolio RUMSON, NJ 297,500297.5k $3.3m $3.3m 1.00% Reduced -7.0k -7,045
61 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 281,892281.9k $3.1m $3.1m 0.00% Added +269.9k +269,949
62 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 279,521279.5k $3.1m $3.1m 0.00% Added +8.9k +8,881
63 EARNEST PARTNERS LLC 0.01% of their portfolio ATLANTA, GA 259,685259.7k $2.9m $2.9m 0.01% Reduced -2.6k -2,553
64 Grantham, Mayo, Van Otterloo & Co. LLC 0.01% of their portfolio Boston, MA 246,951247.0k $2.8m $2.8m 0.01% Reduced -188.2k -188,171
65 MANNING & NAPIER ADVISORS LLC 0.03% of their portfolio Fairport, NY 243,015243.0k $2.7m $2.7m 0.03% Reduced -32.1k -32,072
66 Twin Tree Management, LP 0.41% of their portfolio DALLAS, TX 237,581237.6k $2.6m $2.6m 0.41% New
67 Drum Hill Capital, LLC 2.61% of their portfolio WESTPORT, CT 229,098229.1k $2.6m $2.6m 2.61% Reduced -437.9k -437,853
68 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 227,672227.7k $2.5m $2.5m 0.00% Reduced -37.4k -37,363
69 Crossmark Global Holdings, Inc. 0.03% of their portfolio HOUSTON, TX 226,302226.3k $2.5m $2.5m 0.03% Reduced -129 -129
70 Henry James International Management Inc. 0.75% of their portfolio NEW YORK, NY 223,042223.0k $2.5m $2.5m 0.75% Reduced -8.6k -8,632
71 Optiver Holding B.V. 0.04% of their portfolio AMSTERDAM, P7 219,711219.7k $2.4m $2.4m 0.04% Reduced -45.3k -45,328
72 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 215,521215.5k $2.4m $2.4m 0.00% Reduced -12.7k -12,692
73 Vident Advisory, LLC 0.02% of their portfolio Alpharetta, GA 214,419214.4k $2.4m $2.4m 0.02% Added +50.6k +50,577
74 Integrated Quantitative Investments LLC 0.39% of their portfolio BELLEVUE, WA 210,984211.0k $2.4m $2.4m 0.39% Reduced -49.8k -49,836
75 Vanguard Personalized Indexing Management, LLC 0.02% of their portfolio OAKLAND, CA 206,994207.0k $2.3m $2.3m 0.02% Added +30.5k +30,451
76 Boston Partners 0.00% of their portfolio BOSTON, MA 201,208201.2k $2.2m $2.2m 0.00% Added +38.2k +38,159
77 SALT Holding Corp. 1.17% of their portfolio WILMINGTON, DE 198,500198.5k $2.2m $2.2m 1.17% Reduced -1.5k -1,500
78 Engineers Gate Manager LP 0.03% of their portfolio NEW YORK, NY 196,942196.9k $2.2m $2.2m 0.03% Added +50.2k +50,216
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 180,161180.2k $2.0m $2.0m 0.00% Added +43.7k +43,739
80 Legacy Wealth Asset Management, LLC 0.43% of their portfolio WOODBURY, MN 177,468177.5k $2.0m $2.0m 0.43% Added +75.5k +75,491
81 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 171,090171.1k $1.9m $1.9m 0.00% Added +33.9k +33,863
82 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 163,748163.7k $1.8m $1.8m 0.00% New
83 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 161,432161.4k $1.8m $1.8m 0.00% Added +851 +851
84 ELEVATION POINT WEALTH PARTNERS, LLC 0.03% of their portfolio DENVER, CO 159,732159.7k $1.8m $1.8m 0.03% Reduced -22.2k -22,245
85 Mariner, LLC 0.00% of their portfolio Overland Park, KS 155,626155.6k $1.7m $1.7m 0.00% Reduced -7.5k -7,463
86 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 153,846153.8k $1.7m $1.7m 0.00% Reduced -173.9k -173,918
87 EVOLVE PRIVATE WEALTH, LLC 0.10% of their portfolio LOS ANGELES, CA 153,115153.1k $1.7m $1.7m 0.10% Added +2.0k +2,007
88 Dorsey Wright & Associates 0.28% of their portfolio PASADENA, CA 146,823146.8k $1.6m $1.6m 0.28% New
89 Callan Family Office, LLC 0.03% of their portfolio RADNOR, PA 145,797145.8k $1.6m $1.6m 0.03% Added +5.2k +5,214
90 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 139,603139.6k $1.6m $1.6m 0.00% Added +6.2k +6,227
91 SYON CAPITAL LLC 0.07% of their portfolio SAN FRANCISCO, CA 138,963139.0k $1.5m $1.5m 0.07% Added +19.9k +19,918
92 Caprock Group, LLC 0.03% of their portfolio BOISE, ID 131,691131.7k $1.5m $1.5m 0.03% Added +2.1k +2,129
93 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 129,388129.4k $1.4m $1.4m 0.04% Reduced -35.1k -35,066
94 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 127,469127.5k $1.4m $1.4m 0.00% Added +8.2k +8,171
95 AlphaCore Capital LLC 0.03% of their portfolio LA JOLLA, CA 122,281122.3k $1.4m $1.4m 0.03% Added +24.2k +24,241
96 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 119,044119.0k $1.3m $1.3m 0.00% Added +54.2k +54,191
97 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 115,600115.6k $1.3m $1.3m 0.00% Added +5.0k +5,019
98 Vise Technologies, Inc. 0.01% of their portfolio NEW YORK, NY 114,957115.0k $1.3m $1.3m 0.01% Added +27.7k +27,715
99 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 108,275108.3k $1.2m $1.2m 0.00% Added +58.1k +58,136
100 Vest Financial, LLC 0.01% of their portfolio MCLEAN, VA 106,114106.1k $1.2m $1.2m 0.01% Added +37.4k +37,364