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$LPLA

Institutional Holdings

50

Top Institutions

Top Institutions

1

Janus Henderson Group

3,666,780 shares

0.55%

% of Portfolio

2

Dodge & Cox

4,146,547 shares

0.69%

% of Portfolio

3

Jan van Eck - VanEck

1,002,977 shares

0.23%

% of Portfolio

4

AllianceBernstein (AB)

1,571,998 shares

0.18%

% of Portfolio

5

Israel Englander - Millennium Management

890,253 shares

0.11%

% of Portfolio

6

Voya Investment Mgmt

329,270 shares

0.10%

% of Portfolio

7

Renaissance Technologies

120,540 shares

0.06%

% of Portfolio

8

Capital World Investors

2,312,446 shares

0.09%

% of Portfolio

9

Ken Griffin - Citadel Advisors

923,471 shares

0.04%

% of Portfolio

10

Ensign Peak Advisors

72,862 shares

0.04%

% of Portfolio

11

Jane Street Group

98,615 shares

0.00%

% of Portfolio

12

Larry Fink - BlackRock

4,974,255 shares

0.03%

% of Portfolio

13

Geode Capital Management

1,594,750 shares

0.03%

% of Portfolio

14

UBS Group

653,883 shares

0.03%

% of Portfolio

15

Franklin Resources

402,014 shares

0.03%

% of Portfolio

16

CalPERS

143,288 shares

0.03%

% of Portfolio

17

Neuberger Berman

127,421 shares

0.03%

% of Portfolio

18

Adage Capital Partners

64,000 shares

0.03%

% of Portfolio

19

State Street Corp

1,863,266 shares

0.02%

% of Portfolio

20

Morgan Stanley

1,283,665 shares

0.02%

% of Portfolio

21

T. Rowe Price

498,623 shares

0.02%

% of Portfolio

22

Northern Trust Corp

525,446 shares

0.02%

% of Portfolio

23

Charles Schwab

440,464 shares

0.02%

% of Portfolio

24

Invesco

349,011 shares

0.02%

% of Portfolio

25

Legal & General

287,069 shares

0.02%

% of Portfolio

26

Steve Cohen - Point72 Asset Management

50,643 shares

0.02%

% of Portfolio

27

David Solomon - Goldman Sachs

360,806 shares

0.01%

% of Portfolio

28

Nuveen

165,818 shares

0.01%

% of Portfolio

29

BNP Paribas

45,357 shares

0.01%

% of Portfolio

30

Jennison Associates

135,221 shares

0.03%

% of Portfolio

31

Mitsubishi Ufj Asset Management Co., Ltd.

85,931 shares

0.02%

% of Portfolio

32

Wellington Management

142,137 shares

0.01%

% of Portfolio

33

Cliff Asness - AQR Capital Management

32,925 shares

NaN%

% of Portfolio

34

SG Americas Securities

8,052 shares

NaN%

% of Portfolio

35

Robeco Institutional Asset Management

5,793 shares

NaN%

% of Portfolio

36

PNC Financial Services

8,940 shares

NaN%

% of Portfolio

37

Canada Pension Plan Investment Board

1,320 shares

NaN%

% of Portfolio

38

Fidelity International (FIL)

558 shares

NaN%

% of Portfolio

39

First Eagle Investment Management

6 shares

NaN%

% of Portfolio

40

David E. Shaw - D.E. Shaw & Co.

0 shares

0.00%

% of Portfolio

41

Two Sigma Investments

0 shares

0.00%

% of Portfolio

42

Steve Mandel - Lone Pine Capital

2,049,967 shares

4.92%

% of Portfolio

43

Tom Gayner - Markel Group

559,951 shares

1.41%

% of Portfolio

44

First Pacific Advisors

320,624 shares

1.35%

% of Portfolio

45

Scott Brayman - Champlain Invest Partners

101,050 shares

0.39%

% of Portfolio

46

WCM Investment Management

1,734,395 shares

1.19%

% of Portfolio

47

William von Mueffling - Cantillon Capital Mgmt

324,927 shares

0.65%

% of Portfolio

48

Diamond Hill Capital Management

136,548 shares

0.26%

% of Portfolio

49

Garrett Thornburg - Thornburg Invest Mgmt

37,010 shares

0.12%

% of Portfolio

50

Ron Baron - Baron Capital

121,778 shares

0.11%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

42%

LARGE

29%

MEDIUM

26%

SMALL

3%

Geographic Distribution

North America
72%
Europe
19%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

47

Sellers

24

Holders

71

New

16

Exited

6

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Insider TradingPRO

Trading Statistics

Insider Buyers

10

Insider Sellers

24

Purchase Value

$11.2M

Role Distribution

CEO
27%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

77

B+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
87
Recent Activity
64
Concentration
71
Momentum
73
Stability
81

Recent Actions

New

12

Increased

29

Decreased

14

Exited

4

Total

55

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