| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 38,476 | $1.41M | 0.0% | -3.0% | 0.242% | |
| 4/24/2026 | Prism Advisors Inc. | 29,773 | $1.08M | 0.3% | -1.1% | 0.187% | |
| 4/18/2026 | Burns J W & Co. Inc. NY | 11,000 | $397K | 0.0% | N/A | 0.069% | |
| 2/26/2026 | Anchor Investment Management LLC | 836 | $30K | 0.0% | -44.1% | 0.005% | |
| 2/17/2026 | Advisory Services Network LLC | 84,356 | $3.06M | 0.0% | +34.8% | 0.531% | |
| 2/12/2026 | Rossby Financial LCC | 10,994 | $398K | 0.1% | -3.2% | 0.069% | |
| 2/11/2026 | TIAA Trust National Association | 2,075,285 | $75.15M | 0.2% | -1.7% | 13.052% | |
| 2/11/2026 | Continuum Advisory LLC | 8,372 | $303K | 0.0% | +16.3% | 0.053% | |
| 2/10/2026 | One Capital Management LLC | 12,574 | $455K | 0.0% | N/A | 0.079% | |
| 2/5/2026 | Legacy Financial Group LLC | 8,626 | $331K | 0.0% | -19.0% | 0.054% | |
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| 1/28/2026 | Evergreen Private Wealth LLC | 5,007 | $181K | 0.1% | -8.7% | 0.031% | |
| 1/26/2026 | Whittier Trust Co. | 30,769 | $1.14M | 0.0% | -4.8% | 0.194% | |
| 1/23/2026 | Prism Advisors Inc. | 30,107 | $1.09M | 0.3% | +1.7% | 0.189% | |
| 1/21/2026 | Ledyard National Bank | 38,435 | $1.39M | 0.1% | -3.9% | 0.242% | |
| 11/17/2025 | Flow Traders U.S. LLC | 103,325 | $3.89M | 0.2% | -34.2% | 0.650% | |
| 11/12/2025 | TIAA Trust National Association | 2,110,509 | $79.40M | 0.2% | -1.7% | 13.274% | |
| 10/14/2025 | Prism Advisors Inc. | 29,592 | $1.11M | 0.3% | +4.0% | 0.186% | |
| 8/15/2025 | Captrust Financial Advisors | 10,664 | $378K | 0.0% | -47.5% | 0.067% | |
| 8/13/2025 | Flow Traders U.S. LLC | 157,028 | $5.57M | 0.2% | +76.7% | 0.988% | |
| 8/6/2025 | Columbia River Financial Group LLC | 9,730 | $342K | 0.2% | -6.8% | 0.061% | |
| 8/5/2025 | TIAA Trust National Association | 2,146,017 | $76.16M | 0.2% | -1.5% | 13.497% | |
| 8/4/2025 | Ledyard National Bank | 39,898 | $1.42M | 0.1% | +3.3% | 0.251% | |
| 8/1/2025 | Rossby Financial LCC | 11,344 | $403K | 0.1% | -8.8% | 0.071% | |
| 7/31/2025 | Money Design Co. Ltd. | 49,076 | $1.74M | 0.1% | -8.1% | 0.309% | |
| 7/30/2025 | Whittier Trust Co. of Nevada Inc. | 39,890 | $1.42M | 0.0% | -4.1% | 0.251% | |
| 5/14/2025 | Flow Traders U.S. LLC | 88,865 | $2.83M | 0.1% | +110.7% | 0.559% | |
| 5/8/2025 | TIAA Trust National Association | 2,177,604 | $69.36M | 0.2% | +1.2% | 13.696% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 41,613 | $1.33M | 0.0% | +5.2% | 0.263% | |
| 5/2/2025 | Whittier Trust Co. | 32,326 | $1.03M | 0.0% | +4.0% | 0.205% | |
| 5/1/2025 | Prism Advisors Inc. | 28,633 | $912K | 0.3% | -5.3% | 0.181% | |
| 4/29/2025 | Columbia River Financial Group LLC | 10,445 | $332K | 0.2% | -5.1% | 0.066% | |
| 4/28/2025 | Money Design Co. Ltd. | 53,423 | $1.70M | 0.1% | -11.3% | 0.338% | |
| 4/28/2025 | Rossby Financial LCC | 12,442 | $407K | 0.2% | -7.1% | 0.079% | |
| 4/23/2025 | Corundum Group Inc. | 8,042 | $256K | 0.1% | -7.6% | 0.051% | |
| 4/23/2025 | Ledyard National Bank | 38,608 | $1.23M | 0.1% | +31.3% | 0.244% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 522,881 | $16.65M | 0.1% | +1.9% | 3.309% | |
| 4/15/2025 | CX Institutional | 19,990 | $637K | 0.0% | -43.9% | 0.127% | |
| 2/19/2025 | Columbia River Financial Group LLC | 11,005 | $330K | 0.2% | N/A | 0.080% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 33,912 | $1.02M | 0.0% | N/A | 0.248% | |
| 2/13/2025 | Rossby Financial LCC | 13,392 | $403K | 0.2% | N/A | 0.098% | |
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| 2/11/2025 | TIAA Trust National Association | 2,152,774 | $64.71M | 0.2% | +4.1% | 15.714% | |
| 2/11/2025 | Whittier Trust Co. of Nevada Inc. | 39,557 | $1.19M | 0.0% | +41.5% | 0.289% | |
| 2/5/2025 | Noble Wealth Management PBC | 1,000 | $30K | 0.0% | N/A | 0.007% | |
| 1/28/2025 | Ledyard National Bank | 29,404 | $884K | 0.1% | +3.6% | 0.215% | |
| 1/23/2025 | Money Design Co. Ltd. | 60,207 | $1.81M | 0.1% | -9.8% | 0.439% | |
| 1/22/2025 | Prism Advisors Inc. | 30,239 | $909K | 0.3% | +7.7% | 0.221% | |
| 1/16/2025 | Corundum Group Inc. | 8,701 | $262K | 0.1% | +12.6% | 0.064% | |
| 1/16/2025 | UMB Bank n.a. | 110,015 | $3.31M | 0.1% | -2.7% | 0.803% | |
| 11/14/2024 | Captrust Financial Advisors | 19,265 | $648K | 0.0% | +3.4% | 0.141% | |
| 10/21/2024 | Ledyard National Bank | 28,372 | $955K | 0.1% | +35.0% | 0.207% | |
| 10/21/2024 | Whittier Trust Co. of Nevada Inc. | 27,963 | $941K | 0.0% | -6.9% | 0.204% | |
| 10/16/2024 | Prism Advisors Inc. | 28,078 | $945K | 0.3% | +7.9% | 0.205% | |
| 10/9/2024 | Money Design Co. Ltd. | 66,753 | $2.25M | 0.1% | -13.6% | 0.487% | |
| 9/20/2024 | Anchor Investment Management LLC | 1,562 | $49K | 0.0% | N/A | 0.011% | |
| 8/2/2024 | Mascoma Wealth Management LLC | 3,600 | $112K | 0.0% | N/A | 0.026% | |
| 8/1/2024 | TIAA Trust National Association | 1,974,928 | $61.48M | 0.2% | +3.0% | 14.416% | |
| 7/29/2024 | UMB Bank n.a. | 131,899 | $4.11M | 0.1% | +11.4% | 0.963% | |
| 7/29/2024 | Whittier Trust Co. of Nevada Inc. | 30,044 | $935K | 0.0% | -4.0% | 0.219% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 562,687 | $17.52M | 0.1% | -3.6% | 4.107% | |
| 7/10/2024 | Prism Advisors Inc. | 26,025 | $810K | 0.2% | +5.5% | 0.190% | |
| 5/10/2024 | TIAA Trust National Association | 1,916,737 | $59.55M | 0.2% | -0.4% | 13.991% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 31,304 | $972K | 0.0% | +41.8% | 0.228% | |
| 5/3/2024 | Whittier Trust Co. | 31,076 | $965K | 0.0% | +56.4% | 0.227% | |
| 4/26/2024 | UMB Bank n.a. | 118,357 | $3.68M | 0.1% | +0.4% | 0.864% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 583,929 | $18.14M | 0.1% | -4.5% | 4.325% | |
| 4/15/2024 | Corundum Group Inc. | 7,734 | $240K | 0.1% | N/A | 0.057% | |
| 4/5/2024 | Prism Advisors Inc. | 24,665 | $766K | 0.2% | +8.1% | 0.197% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 611,452 | $17.99M | 0.1% | -4.6% | 4.892% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 54,885 | $1.62M | 0.1% | +6.6% | 0.439% | |
| 2/1/2024 | Prism Advisors Inc. | 22,827 | $672K | 0.2% | +32.5% | 0.183% | |
| 1/29/2024 | Money Design Co. Ltd. | 109,501 | $3.22M | 0.2% | -14.5% | 0.876% | |
| 1/24/2024 | Private Trust Co. NA | 895 | $26K | 0.0% | N/A | 0.007% | |
| 1/23/2024 | UMB Bank n.a. | 117,834 | $3.47M | 0.1% | -0.4% | 0.943% | |
| 1/23/2024 | TIAA Trust National Association | 1,923,764 | $56.60M | 0.2% | -12.5% | 15.390% | |
| 1/11/2024 | Whittier Trust Co. of Nevada Inc. | 22,080 | $649K | 0.0% | -6.2% | 0.177% | |
| 1/11/2024 | Whittier Trust Co. | 19,869 | $584K | 0.0% | -61.0% | 0.159% | |
| 11/13/2023 | Cary Street Partners Investment Advisory LLC | 51,468 | $1.41M | 0.1% | +13.3% | 0.412% | |
| 10/30/2023 | Money Design Co. Ltd. | 128,136 | $3.50M | 0.2% | -32.5% | 1.025% | |
| 10/27/2023 | TIAA Trust National Association | 2,199,687 | $60.10M | 0.2% | N/A | 17.597% | |
| 10/25/2023 | Creative Capital Management Investments LLC | 1,798 | $49K | 0.0% | N/A | 0.014% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 640,870 | $17.51M | 0.1% | +2.1% | 5.127% | |
| 10/18/2023 | CX Institutional | 38,124 | $1.04M | 0.1% | -32.7% | 0.305% | |
| 8/14/2023 | Tolleson Wealth Management Inc. | 13,479 | $390K | 0.1% | -44.3% | 0.108% | |
| 7/31/2023 | TIAA FSB | 2,557,412 | $74.06M | 0.3% | -2.9% | 20.459% | |
| 7/28/2023 | Money Design Co. Ltd. | 189,713 | $5.49M | 0.3% | -26.1% | 1.555% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 627,807 | $18.18M | 0.1% | +10.2% | 5.146% | |
| 5/15/2023 | Flow Traders U.S. LLC | 96,313 | $2.71M | 0.1% | +271.1% | 0.789% | |
| 5/12/2023 | Stonebridge Capital Advisors LLC | 1,483 | $42K | 0.0% | N/A | 0.012% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 569,932 | $16.03M | 0.1% | -4.8% | 4.672% | |
| 5/11/2023 | One Capital Management LLC | 9,438 | $265K | 0.0% | N/A | 0.077% | |
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| 5/9/2023 | US Bancorp DE | 11,473 | $323K | 0.0% | -12.2% | 0.094% | |
| 5/5/2023 | Assetmark Inc. | 39,873 | $1.12M | 0.0% | +13.3% | 0.327% | |
| 4/28/2023 | AdvisorNet Financial Inc | 21,430 | $603K | 0.1% | -5.7% | 0.176% | |
| 4/27/2023 | Money Design Co. Ltd. | 256,759 | $7.22M | 0.4% | N/A | 2.105% | |
| 4/25/2023 | Parallel Advisors LLC | 1,611 | $45K | 0.0% | N/A | 0.013% | |
| 4/25/2023 | Creative Financial Designs Inc. ADV | 2,380 | $67K | 0.0% | -40.8% | 0.020% | |
| 4/21/2023 | Whittier Trust Co. of Nevada Inc. | 21,563 | $606K | 0.0% | +19.4% | 0.177% | |
| 4/21/2023 | Whittier Trust Co. | 50,946 | $1.43M | 0.0% | +50.1% | 0.418% | |
| 4/19/2023 | TIAA FSB | 2,634,960 | $74.10M | 0.3% | -5.6% | 21.598% | |
| 4/12/2023 | Private Trust Co. NA | 2,288 | $64K | 0.0% | N/A | 0.019% | |