Ha Sustainable InfrastructurHASI

13F holders, Q1 2024 (March 31)
344holders
4famous investors
$28.36avg. 13F price*

At the end of Q1 2024, 344 institutions reported holding Ha Sustainable Infrastructur (HASI) in their 13F filings. The largest holders were BlackRock Inc. ($498.6M), Vanguard Group Inc. ($358.9M) and Wellington Management Group LLP ($322.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Ha Sustainable Infrastructur
Filed as
HANNON ARMSTRONG SUST INFR C (Q1 2024)
CUSIP
41068X100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 344Q1 2024Q2 2024: 365Q2 2024Q3 2024: 372Q3 2024Q4 2024: 343Q4 2024Q1 2025: 362Q1 2025Q2 2025: 352Q2 2025Q3 2025: 356Q3 2025Q4 2025: 373Q4 2025Q1 2026: 387Q1 2026Q2 2026: 407Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions37$30.0M
Exits37$27.3M

Ownership 344 holders

BlackRock Inc. 0.01% Reduce -6.0% 17,556,282 $498.6M
Vanguard Group Inc. 0.01% Add +0.2% 12,638,397 $358.9M
Wellington Management Group LLP 0.06% Add +18.1% 11,367,498 $322.8M
T. Rowe Price Investment Management, Inc. 0.08% Reduce -1.6% 4,843,889 $137.6M
Amundi 0.05% Reduce -13.7% 4,404,177 $123.2M
State Street Corp. 0.01% Add +2.1% 4,315,371 $122.6M
Swedbank AB 0.15% Add +16.4% 3,763,432 $106.9M
Handelsbanken Fonder AB 0.35% Reduce -16.8% 2,849,899 $80.9M
Invesco Ltd. 0.02% Reduce -17.8% 2,726,237 $77.4M
Geode Capital Management, LLC 0.01% Add +4.9% 2,421,712 $68.8M
Erste Asset Management GmbH 0.81% Add +3.0% 2,138,612 $59.4M
Van Eck Associates Corp. 0.08% Reduce -3.3% 1,822,124 $51.7M
Morgan Stanley 0.00% Reduce -3.0% 1,809,619 $51.4M
Deprince Race & Zollo Inc. 1.11% Add +0.2% 1,809,048 $51.4M
Aristotle Capital Boston, LLC 1.29% Add +0.1% 1,501,266 $42.6M
Bank of New York Mellon Corp 0.01% Add +26.7% 1,461,096 $41.5M
Northern Trust Corp. 0.01% Add +0.2% 1,452,801 $41.3M
Norges Bank 0.01% Add +23.9% 1,107,841 $31.5M
Summit Partners Public Asset Management, LLC 1.49% Add +83.3% 1,100,000 $31.2M
Goldman Sachs Group Inc. 0.01% Add +5.1% 1,080,480 $30.7M
Charles Schwab Investment Management Inc. 0.01% Add +5.4% 1,065,253 $30.3M
Storebrand Asset Management As 0.10% Reduce -8.7% 1,014,730 $28.8M
Vontobel Holding Ltd. 0.21% Add +17.4% 909,833 $25.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +38.4% 837,163 $23.8M
Nuveen Asset Management, LLC 0.01% Add +2.2% 809,104 $23.0M
Hood River Capital Management LLC 0.49% Add +10.4% 779,832 $22.1M
Ardsley Advisory Partners LP 2.96% Reduce -7.1% 726,450 $20.6M
Mizuho Markets Americas LLC 0.56% Reduce -0.9% 722,828 $20.5M
Deutsche Bank AG 0.01% Reduce -3.6% 715,384 $20.3M
Bank of America Corp. 0.00% Add +14.8% 654,593 $18.6M
Candriam S.C.A. 0.12% Add +0.0% 647,081 $18.4M
Perpetual Ltd 0.17% Add +8.4% 619,800 $17.6M
Agf Management Ltd. 0.10% Reduce -2.4% 607,536 $17.3M
Royal Bank of Canada 0.00% Add +0.3% 577,499 $16.4M
Principal Financial Group Inc. 0.01% Reduce -0.3% 577,152 $16.4M
Neumeier Poma Investment Counsel LLC 1.50% Reduce -42.7% 576,956 $16.4M
UBS Group AG 0.01% Reduce -6.6% 556,947 $15.8M
Triodos Investment Management BV 1.41% No change 550,000 $15.6M
Rathbones Group PLC 0.08% Add +8.0% 498,602 $14.2M
Baird Financial Group, Inc. 0.03% Reduce -2.4% 495,337 $14.1M
Border to Coast Pensions Partnership Ltd 0.31% No change 484,511 $13.8M
Barclays PLC 0.01% Add +124.2% 479,633 $13.6M
First Trust Advisors LP 0.01% Reduce -20.6% 471,021 $13.4M
Boston Common Asset Management, LLC 0.28% Add +20.2% 414,753 $11.8M
Rockefeller Capital Management L.P. 0.03% Add +16.9% 409,816 $11.6M
Russell Investments Group, Ltd. 0.02% Add +5.1% 406,734 $11.6M
Federated Hermes, Inc. 0.02% Reduce -13.8% 372,828 $10.6M
Franklin Resources Inc. 0.00% New 352,288 $10.0M
Rhumbline Advisers 0.01% Add +1.1% 348,832 $9.9M
JPMorgan Chase & Co. 0.00% Add +20.8% 341,767 $9.7M
Sei Investments Co. 0.01% Reduce -11.2% 341,526 $9.7M
Ameriprise Financial Inc. 0.00% Reduce -1.3% 340,342 $9.7M
Commonwealth Equity Services, LLC 0.02% Add +3.4% 330,888 $9.4M
Legal & General Group Plc 0.00% Add +2.9% 314,149 $8.9M
Credit Suisse AG/ 0.01% Reduce -8.9% 307,303 $8.7M
Alps Advisors Inc. 0.06% Reduce -24.0% 285,150 $8.1M
State of Wisconsin Investment Board 0.02% Reduce -8.8% 283,301 $8.0M
Dana Investment Advisors, Inc. 0.26% Add +0.2% 276,725 $7.9M
Trillium Asset Management, LLC 0.20% Add +36.9% 274,018 $7.8M
Envestnet Asset Management Inc. 0.00% Add +19.4% 228,887 $6.5M
Public Sector Pension Investment Board 0.05% Reduce -1.2% 227,870 $6.5M
PFG Investments, LLC 0.38% Add +9.9% 223,740 $6.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.06% Reduce -4.2% 247,151 $6.3M
Swiss National Bank 0.00% Add +3.8% 219,434 $6.2M
Clean Yield Group 2.30% Reduce -2.9% 208,228 $5.9M
LPL Financial LLC 0.00% Add +28.4% 204,158 $5.8M
Shelton Capital Management 0.16% Reduce -10.1% 198,100 $5.6M
Raymond James & Associates 0.00% Reduce -5.4% 196,805 $5.6M
M&G PLC 0.04% — 196,024 $5.5M
SFE Investment Counsel 1.17% Add +34.0% 181,412 $5.2M
NBW Capital LLC 1.04% Add +3.0% 179,929 $5.1M
ABN AMRO Bank N.V. 0.07% Add +1.9% 175,951 $5.0M
Neuberger Berman Group LLC 0.00% Reduce -4.2% 173,652 $4.9M
Oppenheimer & Co. Inc. 0.08% Reduce -2.5% 172,773 $4.9M
Daiwa Securities Group Inc. 0.03% Reduce -8.4% 172,100 $4.9M
Avalon Trust Co 0.39% Add +3.5% 165,275 $4.7M
NFJ Investment Group, LLC 0.13% Reduce -2.1% 162,576 $4.6M
CIBC Private Wealth Group LLC 0.01% Reduce -1.4% 159,851 $4.5M
DekaBank Deutsche Girozentrale 0.01% Add +5.1% 158,432 $4.4M
HAP Trading, LLC 1.32% Reduce -32.3% 150,251 $4.3M
FIL Ltd 0.00% No change 150,007 $4.3M
California Public Employees Retirement System 0.00% No change 149,985 $4.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +14.1% 149,480 $4.2M
Citigroup Inc. 0.00% Add +105.7% 142,477 $4.0M
Wells Fargo & Company 0.00% Reduce -14.5% 135,953 $3.9M
Abn Amro Investment Solutions 0.07% Reduce -2.0% 132,874 $3.8M
CANADA LIFE ASSURANCE Co 0.01% Add +1.7% 130,653 $3.7M
Alliancebernstein L.P. 0.00% Reduce -15.3% 128,770 $3.7M
Prudential Financial Inc. 0.01% Reduce -3.8% 126,098 $3.6M
Nia Impact Advisors, LLC 1.40% — 123,339 $3.5M
T. Rowe Price Associates Inc. 0.00% Add +1.5% 120,091 $3.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +15.3% 119,074 $3.4M
Robeco Institutional Asset Management B.V. 0.01% Reduce -3.2% 113,595 $3.2M
State of New Jersey Common Pension Fund D 0.01% Add +9.1% 113,476 $3.2M
California State Teachers Retirement System 0.00% Reduce -1.7% 111,023 $3.2M
Nicola Wealth Management LTD. 0.30% Reduce -4.3% 110,000 $3.1M
BNP Paribas Financial Markets 0.00% Add +17.9% 109,143 $3.1M
New York State Teachers Retirement System 0.01% No change 109,000 $3.1M
Texas Permanent School Fund Corp. 0.02% Add +1.3% 97,124 $2.8M
Thrivent Financial for Lutherans 0.01% Reduce -2.6% 96,441 $2.7M
Pathstone Holdings, LLC 0.01% Add +7.7% 94,466 $2.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.29% Reduce -6.8% 91,161 $2.6M
Marshall Wace, LLP 0.00% New 88,554 $2.5M
Green Alpha Advisors, LLC 1.76% Add +19.7% 85,367 $2.4M
Janus Henderson Group PLC 0.00% Add +66.7% 84,773 $2.4M
Fort Sheridan Advisors LLC 0.45% Add +0.8% 83,512 $2.4M
Tidal Investments LLC 0.04% Add +48.0% 81,728 $2.3M
Flputnam Investment Management Co. 0.05% Add +3.4% 81,060 $2.3M
Stifel Financial Corp. 0.00% Reduce -63.2% 79,329 $2.3M
Quaero Capital S.A. 6.45% Reduce -20.0% 78,729 $2.2M
Citadel Advisors 0.00% New 71,185 $2.0M
State of Alaska, Department of Revenue 0.02% Reduce -1.0% 67,723 $1.9M
Atria Wealth Solutions, Inc. 0.02% Add +25.9% 67,380 $1.9M
LBP Am SA 0.07% Add +72.2% 65,910 $1.9M
Voya Investment Management LLC 0.00% Add +11.5% 62,213 $1.8M
Credit Agricole S A 0.03% New 71,250 $1.7M
American International Group, Inc. 0.01% Add +2.5% 59,319 $1.7M
Manufacturers Life Insurance Company, The 0.00% Add +12.3% 58,547 $1.7M
DNB Asset Management AS 0.01% Add +48.7% 58,452 $1.7M
Danske Bank A/S 0.01% — 57,863 $1.6M
Essex Investment Management Co. LLC 0.32% New 57,333 $1.6M
Comerica Bank 0.01% Reduce -10.8% 56,224 $1.6M
HSBC Holdings PLC 0.00% Add +38.5% 55,582 $1.6M
MetLife Investment Management, LLC 0.01% Add +1.6% 55,499 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -0.9% 55,100 $1.6M
Capstone Investment Advisors, LLC 0.05% Add +9.0% 54,500 $1.5M
State of Tennessee, Department of Treasury 0.01% Reduce -7.0% 54,256 $1.5M
Voloridge Investment Management, LLC 0.01% New 53,340 $1.5M
Janney Montgomery Scott LLC 0.00% Add +77.5% 52,828 $1.5M
Colorado Capital Management, Inc. 0.86% Reduce -7.2% 52,654 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -8.7% 50,171 $1.4M
Gsa Capital Partners LLP 0.11% New 47,939 $1.4M
Bailard, Inc. 0.04% Add +7.2% 46,218 $1.3M
Dimensional Fund Advisors LP 0.00% Add +4.9% 46,096 $1.3M
Centiva Capital, LP 0.08% New 45,929 $1.3M
Vert Asset Management LLC 0.55% Add +4.9% 45,742 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +21.1% 45,618 $1.3M
New York State Common Retirement Fund 0.00% Add +7.1% 45,501 $1.3M
Northeast Financial Consultants Inc 0.06% No change 43,000 $1.2M
Jupiter Asset Management Ltd. 0.01% No change 42,062 $1.2M
Cascade Investment Group, Inc. 0.88% Reduce -6.8% 41,400 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -32.1% 40,211 $1.1M
Congress Asset Management Co. 0.01% Add +1.4% 38,856 $1.1M
Horst & Graben Wealth Management LLC 0.22% Reduce -0.6% 38,783 $1.1M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 36,822 $1.0M
PEAK6 Investments LLC 0.05% Add +41.5% 36,395 $1.0M
Natixis Advisors, LLC 0.00% Reduce -12.6% 36,343 $1.0M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -20.5% 38,854 $1.0M
Amalgamated Bank 0.01% Reduce -14.6% 35,399 $1.0M
Maryland State Retirement & Pension System 0.02% Reduce -0.8% 40,059 $977K
Teachers Retirement System of the State of Kentucky 0.01% No change 33,800 $960K
EDENTREE ASSET MANAGEMENT Ltd 0.30% Reduce -85.0% 33,658 $956K
Apollon Wealth Management, LLC 0.03% Reduce -0.0% 33,638 $955K
Cetera Investment Advisers 0.00% New 33,005 $937K
Perigon Wealth Management, LLC 0.03% Reduce -2.0% 30,978 $880K
Nwam LLC 0.07% Add +30.5% 30,579 $868K
Arizona State Retirement System 0.01% Add +1.9% 30,552 $868K
Oregon Public Employees Retirement Fund 0.02% Reduce -8.6% 29,750 $845K
Brevan Howard Capital Management LP 0.08% Add +156.4% 29,473 $837K
State Board of Administration of Florida Retirement System 0.00% Reduce -2.9% 28,676 $820K
Nisa Investment Advisors, LLC 0.01% Reduce -54.6% 28,706 $815K
UniSuper Management Pty Ltd 0.01% New 25,356 $720K
Dynamic Advisor Solutions LLC 0.02% Add +7.1% 24,861 $706K
HRT Financial LP 0.00% New 24,381 $692K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.1% 24,007 $682K
AQR Capital Management 0.00% Add +2.0% 23,870 $678K
Y-Intercept (Hong Kong) Ltd 0.05% New 23,824 $677K
Two Sigma Investments, LP 0.00% Reduce -44.6% 23,693 $673K
Hilltop Holdings Inc. 0.07% Add +4.1% 23,545 $669K
Freedom Investment Management, Inc. 0.05% Reduce -13.8% 23,209 $659K
Insight Folios Inc 0.27% Add +5.1% 23,078 $655K
Beacon Pointe Advisors, LLC 0.01% Add +0.1% 22,879 $650K
Arden Trust Co 0.09% Add +36.5% 22,831 $648K
Victory Capital Management Inc. 0.00% Reduce -0.8% 22,826 $648K
ProShare Advisors LLC 0.00% Add +10.9% 22,179 $630K
Jane Street Group, LLC 0.00% Reduce -70.4% 21,096 $599K
Algert Global LLC 0.02% New 20,760 $590K
Merit Financial Group, LLC 0.01% Add +7.6% 21,983 $571K
Strong Tower Advisory Services 0.23% Add +4.9% 19,980 $561K
STRS Ohio 0.00% Reduce -9.2% 19,700 $559K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.8% 19,325 $549K
Mutual of America Capital Management LLC 0.01% Reduce -1.6% 19,152 $544K
William Blair Investment Management, LLC 0.00% Reduce -3.0% 19,062 $541K
Old Mission Capital LLC 0.01% New 18,365 $522K
Mariner, LLC 0.00% Add +45.8% 18,269 $519K
Consolidated Portfolio Review Corp 0.14% Add +45.9% 18,220 $517K
Sherbrooke Park Advisers LLC 0.10% New 18,165 $516K
Vident Advisory, LLC 0.01% Reduce -22.2% 17,908 $509K
Outlook Wealth Advisors, LLC 0.15% Reduce -8.8% 17,341 $492K
Bard Associates Inc. 0.17% Reduce -6.6% 16,924 $481K
Balyasny Asset Management L.P. 0.00% New 16,485 $468K
State of Wyoming 0.08% Add +103.3% 16,386 $465K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -10.5% 16,182 $460K
TCW Group Inc. 0.00% Reduce -8.5% 16,172 $459K
Prime Capital Investment Advisors, LLC 0.01% Add +21.1% 16,064 $456K
Truist Financial Corp. 0.00% Reduce -16.7% 15,847 $450K
Kestra Advisory Services, LLC 0.00% New 15,786 $448K
Praxis Investment Management Inc. 0.03% No change 15,340 $436K
Fca Corp. 0.14% New 15,200 $432K
Sit Investment Associates Inc. 0.01% Reduce -63.9% 14,950 $425K
Crossmark Global Holdings, Inc. 0.01% Add +1.5% 14,791 $420K
Everett Harris & Co. 0.01% Add +5.8% 14,600 $415K
American Trust Investment Advisors, LLC 0.19% No change 14,265 $405K
Bank of Montreal 0.00% Add +2.5% 14,190 $404K
Dark Forest Capital Management LP 0.07% New 14,197 $403K
Pictet Asset Management Holding SA 0.00% No change 14,164 $402K
Jump Financial, LLC 0.01% New 14,000 $398K
MeadowBrook Investment Advisors LLC 0.36% Add +5.8% 13,335 $379K
Wedbush Securities Inc. 0.01% Add +13.1% 13,008 $369K
Keybank National Association 0.00% Add +74.7% 12,913 $367K
Mirova 0.06% No change 12,487 $355K
Evergreen Capital Management LLC 0.01% Add +12.7% 12,443 $353K
Cerity Partners LLC 0.00% Reduce -69.3% 12,211 $347K
M&T Bank Corp 0.00% Reduce -33.5% 12,199 $346K
Truvestments Capital LLC 0.13% Add +2.1% 12,020 $341K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 12,000 $341K
CIBC Asset Management Inc 0.00% Reduce -4.1% 11,992 $341K
Harrington Investments, INC 0.19% Add +9.3% 11,874 $337K
Millennium Management 0.00% Reduce -63.6% 11,429 $325K
US Bancorp \de 0.00% Add +19.4% 11,341 $322K
Ameritas Investment Partners, Inc. 0.01% No change 10,964 $311K
Blair William & Co. 0.00% Add +31.0% 10,851 $308K
Spirit of America Management Corp. 0.06% Reduce -15.7% 10,717 $304K
Seelaus Asset Management LLC 0.31% Reduce -0.5% 10,535 $299K
Public Employees Retirement Association of Colorado 0.00% No change 10,404 $295K
Avantax Advisory Services, Inc. 0.00% Reduce -6.5% 10,369 $294K
Resources Management Corp. /CT/ 0.04% Add +24.4% 10,295 $292K
Brown Advisory Inc. 0.00% Reduce -90.6% 10,025 $285K
Allianz Asset Management GmbH 0.00% No change 9,800 $278K
AXA S.A. 0.00% No change 9,318 $265K
Baldwin Wealth Partners LLC 0.02% Reduce -0.2% 9,274 $263K
Capital Square, LLC 0.19% New 9,257 $263K
Gilman Hill Asset Management, LLC 0.05% No change 9,245 $263K
LGL Partners, LLC 0.04% No change 9,000 $256K
Lazard Asset Management LLC 0.00% New 8,975 $254K
FMR LLC 0.00% Add +12.1% 8,828 $251K
First Trust Direct Indexing L.P. 0.02% New 8,729 $248K
MML Investors Services, LLC 0.00% Reduce -0.2% 8,712 $247K
Annapolis Financial Services, LLC 0.08% No change 8,537 $242K
Smithfield Trust Co 0.01% No change 8,340 $237K
NorthCoast Asset Management LLC 0.00% Add +0.8% 8,065 $229K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -42.8% 4,292 $227K
Guidance Capital, Inc. 0.08% No change 9,111 $226K
Raymond James Trust N.A. 0.01% Add +3.7% 7,770 $221K
Los Angeles Capital Management LLC 0.00% Reduce -2.3% 7,681 $218K
Annex Advisory Services, LLC 0.01% Reduce -0.3% 7,441 $211K
La Financiere DE L'echiquier 0.01% Reduce -54.6% 7,357 $209K
First Affirmative Financial Network 0.15% Reduce -1.0% 7,354 $209K
Bridgewater Associates 0.00% Reduce -64.6% 7,169 $204K
SG Americas Securities, LLC 0.00% Add +23.6% 6,558 $186K
Simplex Trading, LLC 0.01% New 6,164 $175K
Avior Wealth Management, LLC 0.01% Add +2.0% 5,873 $167K
Metropolitan Life Insurance Co 0.01% Reduce -3.1% 5,778 $164K
AllSquare Wealth Management LLC 0.09% No change 5,620 $160K
PNC Financial Services Group, Inc. 0.00% Reduce -18.4% 4,578 $130K
GAMMA Investing LLC 0.02% Add +30.2% 4,245 $121K
JTC Employer Solutions Trustee Ltd 0.01% No change 4,000 $112K
Cwm, LLC 0.00% Add +3.1% 3,783 $107K
Quadrant Capital Group LLC 0.01% Add +12.6% 3,376 $96K
KBC Group NV 0.00% Add +30.7% 3,213 $91K
EntryPoint Capital, LLC 0.08% Reduce -34.5% 2,964 $84K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,787 $79K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -6.6% 2,658 $76K
Atticus Wealth Management, LLC 0.02% Add +1.6% 2,592 $74K
Concourse Financial Group Securities, Inc. 0.00% Add +2.8% 2,507 $71K
Spire Wealth Management 0.00% No change 2,500 $71K
Osterweis Capital Management Inc. 0.00% No change 2,390 $68K
ICA Group Wealth Management, LLC 0.01% No change 2,189 $62K
Addison Advisors LLC 0.02% Add +4.7% 2,062 $59K
Steward Partners Investment Advisory, LLC 0.00% No change 2,000 $57K
Plato Investment Management Ltd 0.01% New 1,739 $49K
National Bank of Canada 0.00% Reduce -48.6% 1,369 $44K
Trust Co. of Vermont 0.00% No change 1,500 $43K
Scarborough Advisors, LLC 0.02% Add +1.6% 1,464 $42K
Quarry LP 0.02% Add +403.5% 1,445 $41K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.3% 1,314 $37K
Westside Investment Management, Inc. 0.01% No change 1,215 $35K
Smartleaf Asset Management LLC 0.01% Add +9.1% 1,197 $34K
Zions Bancorporation, N.A. 0.00% New 1,000 $28K
DecisionPoint Financial, LLC 0.01% No change 1,000 $26K
RFP Financial Group LLC 0.01% No change 900 $26K
Bogart Wealth, LLC 0.00% No change 875 $25K
Global Retirement Partners, LLC 0.00% Reduce -29.9% 753 $21K
Harbour Investments, Inc. 0.00% No change 682 $19K
Creekmur Asset Management LLC 0.01% Reduce -11.4% 639 $18K
Hanson & Doremus Investment Management 0.00% New 635 $18K
Elequin Capital, LP 0.01% New 535 $15K
Twin Lakes Capital Management, LLC 0.01% No change 518 $15K
Signaturefd, LLC 0.00% Add +18.6% 511 $15K
Public Employees Retirement System of Ohio 0.00% Add +8.7% 502 $14K
Federation des caisses Desjardins du Quebec 0.00% No change 500 $14K
Mather Group, Llc. 0.00% New 514 $14K
Sound Income Strategies, LLC 0.00% No change 495 $14K
First Pacific Financial 0.00% No change 480 $14K
EverSource Wealth Advisors, LLC 0.00% Add +7.8% 500 $13K
Eagle Bay Advisors LLC 0.01% Reduce -15.9% 424 $12K
Millburn Ridgefield LLC 0.00% Add +8.3% 406 $12K
Catalyst Capital Advisors LLC 0.00% Add +8.3% 406 $12K
Lanark Financial, Inc. 0.00% No change 374 $11K
Main Street Group, LTD 0.01% Add +1.9% 381 $11K
Principal Securities, Inc. 0.00% Add +0.3% 340 $10K
NFSG Corp 0.00% No change 320 $9K
Dixon Mitchell Investment Counsel Inc. 0.00% New 300 $9K
Bokf, NA 0.00% Reduce -26.1% 300 $8K
Lindbrook Capital, LLC 0.00% Add +22.5% 283 $8K
Allworth Financial LP 0.00% Add +12.5% 270 $8K
Parallel Advisors, LLC 0.00% Add +8233.3% 250 $7K
NewEdge Advisors, LLC 0.00% No change 218 $6K
Orion Capital Management LLC 0.00% No change 203 $6K
Hilltop National Bank 0.00% — 200 $6K
Retirement Group, LLC 0.00% New 188 $5K
Cherry Tree Wealth Management, LLC 0.00% Add +52.0% 187 $5K
Fifth Third Bancorp 0.00% Add +25.5% 187 $5K
Salem Investment Counselors Inc. 0.00% No change 177 $5K
Stephens Consulting, LLC 0.00% No change 166 $5K
Oakworth Capital, Inc. 0.00% No change 164 $5K
Pflug Koory, LLC 0.00% No change 160 $5K
Larson Financial Group LLC 0.00% Add +2.1% 148 $4K
Bessemer Group Inc. 0.00% Reduce -0.7% 134 $4K
Northwestern Mutual Wealth Management Co. 0.00% Add +780.0% 132 $4K
Farther Finance Advisors, LLC 0.00% Reduce -47.8% 107 $3K
Headlands Technologies LLC 0.00% New 104 $3K
Pineridge Advisors LLC 0.00% Reduce -80.6% 99 $3K
Future Financial Wealth Managment LLC 0.00% New 97 $3K
Richard W. Paul & Associates, LLC 0.00% No change 94 $3K
TD Waterhouse Canada Inc. 0.00% Add +109.3% 90 $2K
Raleigh Capital Management Inc. 0.00% Reduce -63.4% 78 $2K
Bay Harbor Wealth Management, LLC 0.00% Reduce -1.4% 72 $2K
Farmers & Merchants Investments Inc. 0.00% No change 65 $2K
Bell Investment Advisors, Inc 0.00% No change 58 $2K
UMB Bank, n.a. 0.00% New 50 $1K
AlphaQuest LLC 0.00% New 48 $1K
Albion Financial Group 0.00% No change 45 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 41 $1K
Avion Wealth 0.00% New 20 $1K
Cape Investment Advisory, Inc. 0.00% No change 34 $966
ClariVest Asset Management LLC 0.00% Add +61.9% 34 $965
Parkside Financial Bank & Trust 0.00% Add +23.5% 21 $597
Versant Capital Management, Inc 0.00% No change 17 $483
Abound Wealth Management 0.00% No change 10 $284
Toronto Dominion Bank 0.00% New 7 $199
Manchester Capital Management LLC 0.00% Reduce -99.9% 1 $29
Huntington National Bank 0.00% No change 1 $28
Covestor Ltd 0.00% Reduce -61.1% 7 $0

"% of holder's portfolio" is HASI's weight in each manager's 13F, not the share of Ha Sustainable Infrastructur the manager owns.