Ha Sustainable InfrastructurHASI
13F holders, Q3 2024 (September 30)372holders +7
53new positions
47sold out
4famous investors
$34.32avg. 13F price*
At the end of Q3 2024, 372 institutions reported holding Ha Sustainable Infrastructur (HASI) in their 13F filings, up 7 from Q2 2024. 53 opened new positions and 47 sold out. The largest holders were BlackRock, Inc. ($618.2M), Wellington Management Group LLP ($455.2M) and Vanguard Group Inc. ($451.2M). 4 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ha Sustainable Infrastructur
- CUSIP
- 41068X100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $45.7M |
| Exits | 47 | $42.5M |
All 13F filers, Q2 2024 → Q3 2024: 7,570,998 shares bought and 5,711,579 shares sold, net +1,859,419 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 372 holders
| BlackRock, Inc. | 0.01% | — | 17,934,526 | $618.2M |
| Wellington Management Group LLP | 0.08% | Add +3.9% | 13,206,158 | $455.2M |
| Vanguard Group Inc. | 0.01% | Add +3.2% | 13,088,500 | $451.2M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Reduce -0.6% | 4,779,402 | $164.7M |
| State Street Corp. | 0.01% | Add +1.0% | 4,426,317 | $152.6M |
| Swedbank AB | 0.16% | Reduce -11.3% | 3,566,965 | $123.0M |
| Amundi | 0.04% | Reduce -14.7% | 2,876,682 | $99.1M |
| Geode Capital Management, LLC | 0.01% | Add +2.1% | 2,636,884 | $90.9M |
| Deprince Race & Zollo Inc. | 1.57% | Add +82.9% | 2,382,898 | $82.1M |
| Morgan Stanley | 0.01% | Add +14.0% | 2,295,213 | $79.1M |
| Handelsbanken Fonder AB | 0.31% | Reduce -5.6% | 2,251,473 | $77.6M |
| Erste Asset Management GmbH | 0.88% | Reduce -0.1% | 2,150,283 | $73.6M |
| Van Eck Associates Corp. | 0.07% | Reduce -0.0% | 1,716,294 | $59.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.1% | 1,606,438 | $55.4M |
| Hood River Capital Management LLC | 0.84% | Add +52.1% | 1,502,841 | $51.8M |
| Invesco Ltd. | 0.01% | Reduce -0.4% | 1,483,656 | $51.1M |
| Northern Trust Corp. | 0.01% | Add +2.9% | 1,452,644 | $50.1M |
| Aristotle Capital Boston, LLC | 1.57% | Reduce -1.5% | 1,371,148 | $47.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +23.2% | 1,363,987 | $47.0M |
| Vontobel Holding Ltd. | 0.15% | Add +0.9% | 1,343,068 | $46.3M |
| Norges Bank | 0.01% | Add +5.6% | 1,237,012 | $42.6M |
| FMR LLC | 0.00% | Add +12.2% | 1,153,215 | $39.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.1% | 1,093,514 | $37.7M |
| Rockefeller Capital Management L.P. | 0.08% | Add +68.6% | 913,476 | $31.5M |
| Storebrand Asset Management As | 0.09% | Reduce -4.3% | 849,241 | $29.3M |
| Deutsche Bank AG | 0.01% | Add +3.2% | 753,998 | $26.0M |
| UBS Group AG | 0.01% | Add +31.2% | 724,225 | $25.0M |
| Mizuho Markets Americas LLC | 0.56% | Reduce -0.7% | 661,693 | $22.8M |
| Bank of America Corp. | 0.00% | Add +3.3% | 608,148 | $21.0M |
| Neumeier Poma Investment Counsel LLC | 1.95% | Add +2.8% | 594,378 | $20.5M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 592,652 | $20.4M |
| Rathbones Group PLC | 0.10% | Add +8.7% | 553,623 | $19.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.2% | 548,720 | $18.9M |
| Baird Financial Group, Inc. | 0.03% | Add +0.8% | 511,701 | $17.6M |
| First Trust Advisors LP | 0.02% | Add +12.1% | 509,020 | $17.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +44.9% | 497,203 | $17.1M |
| Candriam S.C.A. | 0.10% | Add +20.3% | 488,934 | $16.9M |
| Barclays PLC | 0.01% | Add +1.5% | 476,940 | $16.4M |
| Agf Management Ltd. | 0.08% | Add +21.9% | 463,014 | $16.0M |
| Wells Fargo & Company | 0.00% | Add +183.7% | 441,929 | $15.2M |
| Russell Investments Group, Ltd. | 0.02% | Add +75.5% | 429,691 | $14.8M |
| Border to Coast Pensions Partnership Ltd | 0.28% | No change | 400,000 | $13.7M |
| Franklin Resources Inc. | 0.00% | Add +3.0% | 379,832 | $13.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -14.4% | 357,381 | $12.3M |
| Rhumbline Advisers | 0.01% | Reduce -2.3% | 349,053 | $12.0M |
| Perpetual Ltd | 0.12% | Reduce -35.6% | 325,464 | $11.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.2% | 319,631 | $11.0M |
| Legal & General Group Plc | 0.00% | Add +0.1% | 318,009 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.8% | 302,417 | $10.4M |
| JPMorgan Chase & Co. | 0.00% | Add +42.1% | 300,587 | $10.4M |
| Summit Partners Public Asset Management, LLC | 0.47% | New | 300,000 | $10.3M |
| Boston Common Asset Management, LLC | 0.27% | Reduce -5.9% | 299,077 | $10.3M |
| State of Wisconsin Investment Board | 0.03% | Add +5.8% | 287,424 | $9.9M |
| Citigroup Inc. | 0.01% | Add +57.1% | 285,850 | $9.9M |
| Schroder Investment Management Group | 0.01% | Reduce -31.6% | 262,748 | $9.0M |
| Federated Hermes, Inc. | 0.02% | Reduce -20.7% | 256,267 | $8.8M |
| Sei Investments Co. | 0.01% | Reduce -20.5% | 255,125 | $8.8M |
| Public Sector Pension Investment Board | 0.05% | Reduce -1.3% | 247,063 | $8.5M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.08% | Reduce -0.1% | 249,405 | $8.5M |
| Alps Advisors Inc. | 0.06% | Reduce -5.6% | 245,660 | $8.5M |
| Trillium Asset Management, LLC | 0.20% | Reduce -5.0% | 241,411 | $8.3M |
| ProShare Advisors LLC | 0.02% | Add +1314.5% | 240,343 | $8.3M |
| PFG Investments, LLC | 0.53% | Add +8.8% | 239,559 | $8.3M |
| HAP Trading, LLC | 4.13% | Add +945.4% | 236,489 | $8.2M |
| NBW Capital LLC | 1.50% | Add +0.8% | 230,578 | $7.9M |
| Swiss National Bank | 0.01% | Reduce -0.5% | 222,734 | $7.7M |
| California Public Employees Retirement System | 0.01% | Add +30.7% | 210,276 | $7.2M |
| Credit Agricole S A | 0.04% | Add +66.5% | 205,731 | $7.1M |
| LPL Financial LLC | 0.00% | Add +7.7% | 205,670 | $7.1M |
| BNP Paribas Financial Markets | 0.01% | Add +27.6% | 201,739 | $7.0M |
| Oppenheimer & Co. Inc. | 0.10% | Add +16.2% | 197,921 | $6.8M |
| New York State Common Retirement Fund | 0.01% | Add +13.2% | 194,140 | $6.7M |
| Raymond James & Associates | 0.00% | Reduce -3.7% | 192,559 | $6.6M |
| Clean Yield Group | 2.09% | Reduce -4.9% | 190,494 | $6.6M |
| SFE Investment Counsel | 1.34% | Add +1.9% | 186,224 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.9% | 185,960 | $6.4M |
| ABN AMRO Bank N.V. | 0.09% | Add +3.4% | 185,764 | $6.3M |
| Avalon Trust Co | 0.47% | Add +7.9% | 182,675 | $6.3M |
| Abn Amro Investment Solutions | 0.11% | Add +36.9% | 181,853 | $6.3M |
| Neuberger Berman Group LLC | 0.00% | Add +0.5% | 174,043 | $6.0M |
| LBP Am SA | 0.09% | New | 171,438 | $5.9M |
| Point72 Asset Management | 0.02% | New | 162,916 | $5.6M |
| Millennium Management | 0.01% | Add +117.6% | 160,939 | $5.5M |
| Triodos Investment Management BV | 0.42% | Add +12.7% | 620,000 | $5.4M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -0.8% | 156,985 | $5.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -2.3% | 154,098 | $5.3M |
| Alliancebernstein L.P. | 0.00% | No change | 147,010 | $5.1M |
| Shelton Capital Management | 0.13% | Reduce -26.8% | 145,100 | $5.0M |
| M&G PLC | 0.03% | Reduce -8.2% | 146,041 | $5.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.9% | 136,770 | $4.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +11.4% | 134,026 | $4.6M |
| Prudential Financial Inc. | 0.01% | Reduce -2.3% | 122,931 | $4.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -85.7% | 120,286 | $4.1M |
| Nia Impact Advisors, LLC | 1.37% | Add +0.6% | 119,450 | $4.1M |
| New York State Teachers Retirement System | 0.01% | Add +0.2% | 109,200 | $3.8M |
| NFJ Investment Group, LLC | 0.11% | Reduce -22.8% | 108,777 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 107,751 | $3.7M |
| Daiwa Securities Group Inc. | 0.02% | Add +10.5% | 106,300 | $3.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -31.1% | 104,614 | $3.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.2% | 103,718 | $3.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -14.9% | 103,081 | $3.6M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.9% | 102,971 | $3.5M |
| Quaero Capital S.A. | 6.26% | Add +7.3% | 95,770 | $3.3M |
| Nicola Wealth Management LTD. | 0.26% | No change | 95,000 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.1% | 91,450 | $3.2M |
| Fort Sheridan Advisors LLC | 0.47% | Add +2.0% | 89,583 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -60.8% | 86,052 | $3.0M |
| Flputnam Investment Management Co. | 0.05% | Add +2.8% | 83,159 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -51.2% | 80,325 | $2.8M |
| Trexquant Investment LP | 0.03% | Reduce -19.2% | 77,755 | $2.7M |
| Granahan Investment Management, LLC | 0.10% | New | 74,568 | $2.6M |
| Green Alpha Advisors, LLC | 1.96% | Reduce -4.7% | 72,492 | $2.5M |
| Lombard Odier Asset Management (Europe) Ltd | 0.16% | New | 71,523 | $2.5M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.26% | Reduce -1.3% | 71,063 | $2.4M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -17.9% | 68,585 | $2.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +0.8% | 68,371 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.8% | 67,933 | $2.3M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.5% | 66,455 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -17.5% | 66,186 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.3% | 65,812 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | No change | 64,847 | $2.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.9% | 64,699 | $2.2M |
| Seven Eight Capital, LP | 0.20% | New | 64,141 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +11.2% | 61,487 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +2.8% | 59,603 | $2.1M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -10.3% | 56,986 | $2.0M |
| Eagle Global Advisors LLC | 0.10% | Add +78.6% | 56,598 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.6% | 56,300 | $1.9M |
| Essex Investment Management Co. LLC | 0.34% | Reduce -1.8% | 56,280 | $1.9M |
| HSBC Holdings PLC | 0.00% | Reduce -4.5% | 55,356 | $1.9M |
| Bailard, Inc. | 0.05% | Reduce -2.1% | 52,396 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -3.2% | 51,454 | $1.8M |
| Harbor Capital Advisors, Inc. | 0.08% | New | 50,549 | $1.7M |
| Comerica Bank | 0.01% | Reduce -2.6% | 49,809 | $1.7M |
| Voya Investment Management LLC | 0.00% | Reduce -17.1% | 48,577 | $1.7M |
| DNB Asset Management AS | 0.01% | Reduce -8.0% | 48,111 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.2% | 45,001 | $1.6M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 0.11% | Add +28.6% | 45,000 | $1.6M |
| Northeast Financial Consultants Inc | 0.06% | No change | 43,000 | $1.5M |
| Jupiter Asset Management Ltd. | 0.01% | No change | 42,062 | $1.4M |
| AQR Capital Management | 0.00% | Add +66.5% | 40,391 | $1.4M |
| Danske Bank A/S | 0.00% | Reduce -6.3% | 39,646 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -0.8% | 39,325 | $1.4M |
| Abundance Wealth Counselors | 0.28% | Add +3.5% | 38,829 | $1.3M |
| Horst & Graben Wealth Management LLC | 0.24% | Add +0.0% | 38,803 | $1.3M |
| Congress Asset Management Co. | 0.01% | Reduce -0.8% | 38,067 | $1.3M |
| Quantbot Technologies LP | 0.05% | New | 37,942 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 36,822 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -28.8% | 35,837 | $1.2M |
| Squarepoint Ops LLC | 0.00% | New | 34,305 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -1.4% | 34,124 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 33,800 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +3.1% | 32,836 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +1.9% | 32,588 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.44% | Reduce -4.0% | 32,433 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +3.4% | 31,748 | $1.1M |
| Cascade Investment Group, Inc. | 0.79% | Reduce -3.7% | 31,075 | $1.1M |
| WINTON GROUP Ltd | 0.07% | New | 30,487 | $1.1M |
| Nwam LLC | 0.06% | New | 30,350 | $1.0M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.3% | 29,218 | $1.0M |
| Intech Investment Management LLC | 0.01% | New | 27,551 | $950K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.7% | 27,410 | $945K |
| Tidal Investments LLC | 0.01% | Reduce -67.2% | 27,244 | $939K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.3% | 26,659 | $919K |
| EDENTREE ASSET MANAGEMENT Ltd | 0.26% | No change | 26,000 | $895K |
| William Blair Investment Management, LLC | 0.00% | Reduce -0.3% | 25,710 | $886K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 25,576 | $882K |
| Colorado Capital Management, Inc. | 0.43% | Reduce -18.5% | 25,355 | $874K |
| Ardsley Advisory Partners LP | 0.16% | Reduce -95.4% | 25,250 | $870K |
| Victory Capital Management Inc. | 0.00% | Add +6.7% | 25,042 | $863K |
| Hilltop Holdings Inc. | 0.06% | Add +8.3% | 24,979 | $861K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +1.6% | 24,892 | $858K |
| Dynamic Technology Lab Private Ltd | 0.09% | New | 24,798 | $855K |
| Harbour Capital Advisors, LLC | 0.19% | Add +78.9% | 23,960 | $829K |
| FIL Ltd | 0.00% | Add +4.6% | 24,003 | $827K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.3% | 23,282 | $803K |
| Kestra Investment Management, LLC | 0.03% | New | 22,888 | $789K |
| Consolidated Portfolio Review Corp | 0.18% | Reduce -2.4% | 22,815 | $786K |
| Susquehanna International Group, LLP | 0.00% | Add +200.3% | 22,487 | $775K |
| Insight Folios Inc | 0.28% | Reduce -0.3% | 22,448 | $774K |
| Maven Securities LTD | 0.09% | New | 22,000 | $758K |
| Cerity Partners LLC | 0.00% | Add +24.4% | 21,846 | $753K |
| Strong Tower Advisory Services | 0.21% | Add +4.5% | 21,684 | $747K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.7% | 21,515 | $742K |
| Mariner, LLC | 0.00% | Add +6.0% | 21,033 | $725K |
| STRS Ohio | 0.00% | No change | 21,000 | $724K |
| Merit Financial Group, LLC | 0.02% | Reduce -1.9% | 20,965 | $723K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +68.3% | 20,200 | $696K |
| Cetera Investment Advisers | 0.00% | Reduce -41.5% | 19,457 | $671K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.1% | 19,347 | $667K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -21.8% | 19,280 | $665K |
| Mirova | 0.11% | No change | 19,129 | $659K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -6.3% | 18,284 | $630K |
| Lombard Odier Asset Management (Switzerland) SA | 0.05% | New | 18,080 | $623K |
| State of Wyoming | 0.09% | Add +22.6% | 17,923 | $618K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -6.3% | 17,515 | $604K |
| HighTower Advisors, LLC | 0.00% | Add +26.6% | 17,074 | $592K |
| Bard Associates Inc. | 0.19% | Reduce -3.0% | 16,224 | $559K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -5.6% | 16,141 | $556K |
| Creative Planning | 0.00% | New | 15,902 | $548K |
| Praxis Investment Management Inc. | 0.03% | No change | 15,340 | $529K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +15.9% | 15,256 | $526K |
| Fca Corp. | 0.16% | No change | 15,200 | $524K |
| Sit Investment Associates Inc. | 0.01% | No change | 14,950 | $515K |
| 1620 Investment Advisors, Inc. | 0.38% | Add +175.3% | 14,902 | $514K |
| Everett Harris & Co. | 0.01% | No change | 14,600 | $503K |
| Pictet Asset Management Holding SA | 0.00% | No change | 14,164 | $488K |
| Evergreen Capital Management LLC | 0.02% | Add +3.2% | 14,130 | $487K |
| SMH Capital Advisors Inc. | 2.99% | New | 14,043 | $484K |
| TCW Group Inc. | 0.00% | Reduce -4.9% | 13,874 | $478K |
| American Trust Investment Advisors, LLC | 0.19% | Reduce -6.7% | 13,310 | $459K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.8% | 13,282 | $458K |
| Bank of Montreal | 0.00% | Add +1.8% | 13,189 | $454K |
| Keybank National Association | 0.00% | Add +0.8% | 13,013 | $449K |
| Harrington Investments, INC | 0.24% | Add +4.1% | 12,824 | $442K |
| Wedbush Securities Inc. | 0.02% | Reduce -9.3% | 12,279 | $423K |
| CIBC Asset Management Inc | 0.00% | Reduce -0.7% | 11,982 | $413K |
| Verition Fund Management LLC | 0.00% | Add +40.5% | 11,733 | $404K |
| SG Americas Securities, LLC | 0.00% | Add +13.7% | 11,522 | $397K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +3.9% | 11,391 | $393K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.0% | 11,067 | $381K |
| Blair William & Co. | 0.00% | Add +0.2% | 10,997 | $379K |
| Virtu Financial LLC | 0.02% | Reduce -19.3% | 10,533 | $363K |
| US Bancorp \de | 0.00% | Reduce -7.2% | 10,442 | $360K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,404 | $359K |
| Seelaus Asset Management LLC | 0.34% | Add +2.1% | 10,385 | $358K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -6.4% | 10,243 | $353K |
| MML Investors Services, LLC | 0.00% | New | 10,201 | $352K |
| Yorktown Management & Research Co Inc | 0.36% | New | 10,200 | $352K |
| Plan Group Financial, LLC | 0.19% | New | 10,185 | $351K |
| Resources Management Corp. /CT/ | 0.05% | Add +0.5% | 9,920 | $342K |
| Atria Investments, Inc | 0.00% | Reduce -0.9% | 9,795 | $338K |
| Values Added Financial LLC | 0.21% | New | 9,469 | $326K |
| AXA S.A. | 0.00% | No change | 9,318 | $321K |
| Guidance Capital, Inc. | 0.10% | No change | 9,111 | $320K |
| Global Retirement Partners, LLC | 0.01% | No change | 9,264 | $319K |
| LGL Partners, LLC | 0.04% | Add +0.0% | 9,003 | $310K |
| Reynders McVeigh Capital Management, LLC | 0.02% | New | 8,835 | $305K |
| Truist Financial Corp. | 0.00% | Reduce -45.1% | 8,844 | $305K |
| First Trust Direct Indexing L.P. | 0.02% | Add +1.0% | 8,797 | $303K |
| Choreo, LLC | 0.00% | Add +21.3% | 9,000 | $301K |
| Cibc World Market Inc. | 0.00% | New | 8,695 | $300K |
| Annapolis Financial Services, LLC | 0.09% | No change | 8,537 | $294K |
| Schnieders Capital Management LLC | 0.06% | New | 8,425 | $290K |
| NorthCoast Asset Management LLC | 0.00% | Add +3.4% | 8,340 | $288K |
| Catalyst Capital Advisors LLC | 0.01% | Add +2331.2% | 8,339 | $287K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 8,250 | $284K |
| First Affirmative Financial Network | 0.15% | Add +5.0% | 8,129 | $280K |
| Corient Private Wealth LP | 0.00% | New | 8,115 | $280K |
| Bridgefront Capital, LLC | 0.11% | New | 8,103 | $279K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 8,000 | $276K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 7,855 | $271K |
| Good Life Advisors, LLC | 0.02% | New | 7,850 | $271K |
| Cascade Financial Partners, LLC | 0.03% | No change | 7,754 | $266K |
| Spirit of America Management Corp. | 0.05% | No change | 7,717 | $266K |
| Brown Advisory Inc. | 0.00% | Reduce -12.9% | 7,664 | $264K |
| Mackenzie Financial Corp. | 0.00% | Add +10.9% | 7,655 | $264K |
| Canton Hathaway, LLC | 0.06% | New | 7,550 | $260K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -77.7% | 7,471 | $258K |
| Annex Advisory Services, LLC | 0.01% | No change | 7,441 | $256K |
| Xponance LLC | 0.00% | Add +3.7% | 7,369 | $254K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 7,238 | $249K |
| Ironwood Investment Counsel, LLC | 0.04% | Add +1.2% | 6,955 | $240K |
| Pine Haven Investment Counsel, Inc | 0.19% | No change | 6,893 | $238K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 6,726 | $232K |
| Raymond James Trust N.A. | 0.01% | Reduce -12.8% | 6,718 | $232K |
| Scientech Research LLC | 0.04% | New | 6,403 | $221K |
| Hartline Investment Corp./ | 0.03% | New | 6,253 | $216K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -97.8% | 6,191 | $213K |
| Gilman Hill Asset Management, LLC | 0.04% | Reduce -26.7% | 6,170 | $213K |
| Avior Wealth Management, LLC | 0.01% | Add +1.3% | 6,021 | $208K |
| Burgundy Asset Management Ltd. | 0.00% | New | 6,000 | $207K |
| LRI Investments, LLC | 0.02% | No change | 7,500 | $207K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 5,803 | $200K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -30.7% | 5,679 | $196K |
| MeadowBrook Investment Advisors LLC | 0.17% | Reduce -43.2% | 5,523 | $190K |
| GAMMA Investing LLC | 0.02% | Add +16.9% | 5,256 | $181K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.2% | 4,521 | $156K |
| Cwm, LLC | 0.00% | Reduce -4.8% | 4,317 | $149K |
| Smithfield Trust Co | 0.01% | Reduce -50.1% | 4,170 | $145K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 4,000 | $138K |
| Point72 (DIFC) Ltd | 0.01% | Add +66166.7% | 3,976 | $137K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.1% | 3,898 | $134K |
| AllSquare Wealth Management LLC | 0.08% | Reduce -31.5% | 3,850 | $133K |
| International Assets Investment Management, LLC | 0.01% | No change | 3,695 | $127K |
| KBC Group NV | 0.00% | No change | 3,213 | $111K |
| Trust Co. of Vermont | 0.01% | Add +106.7% | 3,100 | $107K |
| Atticus Wealth Management, LLC | 0.03% | Add +1.3% | 2,669 | $92K |
| Addison Advisors LLC | 0.03% | Add +0.1% | 2,645 | $91K |
| Spire Wealth Management | 0.00% | No change | 2,500 | $86K |
| Osterweis Capital Management Inc. | 0.00% | No change | 2,390 | $82K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -4.7% | 2,383 | $82K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +14.6% | 2,292 | $79K |
| Covestor Ltd | 0.05% | Add +31.1% | 2,232 | $77K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,125 | $73K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 1,746 | $60K |
| Point72 Hong Kong Ltd | 0.00% | Reduce -45.1% | 1,281 | $44K |
| Westside Investment Management, Inc. | 0.01% | Add +1.3% | 1,251 | $43K |
| Acadian Asset Management LLC | 0.00% | New | 1,138 | $39K |
| Macroview Investment Management LLC | 0.04% | No change | 1,042 | $36K |
| DecisionPoint Financial, LLC | 0.01% | No change | 1,000 | $34K |
| Zions Bancorporation, N.A. | 0.00% | No change | 1,000 | $34K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -64.1% | 1,000 | $34K |
| Bogart Wealth, LLC | 0.00% | Add +3.5% | 976 | $34K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -51.7% | 941 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.4% | 912 | $31K |
| Truvestments Capital LLC | 0.01% | Reduce -92.8% | 843 | $29K |
| Headlands Technologies LLC | 0.00% | Add +29.4% | 735 | $25K |
| Principal Securities, Inc. | 0.00% | Add +90.5% | 602 | $21K |
| Blue Trust, Inc. | 0.00% | Add +125.8% | 682 | $20K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 518 | $18K |
| Versant Capital Management, Inc | 0.00% | Add +183.0% | 515 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 514 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $17K |
| Fourpath Capital Management, LLC | 0.00% | New | 498 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 495 | $17K |
| Mather Group, Llc. | 0.00% | Reduce -8.0% | 473 | $16K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -8.8% | 465 | $16K |
| Signaturefd, LLC | 0.00% | Add +3.2% | 456 | $16K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 423 | $15K |
| Lindbrook Capital, LLC | 0.00% | Add +4.0% | 411 | $14K |
| Main Street Group, LTD | 0.01% | Add +1.0% | 392 | $14K |
| Millburn Ridgefield LLC | 0.00% | Add +14.3% | 392 | $14K |
| Sterling Capital Management LLC | 0.00% | — | 391 | $13K |
| Clearstead Advisors, LLC | 0.00% | Add +2231.3% | 373 | $13K |
| Fifth Third Bancorp | 0.00% | Add +26.9% | 330 | $11K |
| Bessemer Group Inc. | 0.00% | Add +135.1% | 315 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | New | 317 | $11K |
| Heritage Wealth Advisors | 0.00% | New | 300 | $10K |
| UMB Bank, n.a. | 0.00% | Add +105.6% | 257 | $9K |
| Manchester Capital Management LLC | 0.00% | Add +25200.0% | 253 | $9K |
| First Pacific Financial | 0.00% | Reduce -50.0% | 240 | $8K |
| Hanson & Doremus Investment Management | 0.00% | No change | 220 | $8K |
| AlphaQuest LLC | 0.00% | Add +796.0% | 224 | $8K |
| JNBA Financial Advisors | 0.00% | New | 217 | $7K |
| National Bank of Canada | 0.00% | Reduce -84.5% | 204 | $7K |
| Hilltop National Bank | 0.00% | No change | 200 | $7K |
| IFP Advisors, Inc | 0.00% | New | 200 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 187 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 182 | $6K |
| Salem Investment Counselors Inc. | 0.00% | No change | 177 | $6K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -36.4% | 166 | $6K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 165 | $6K |
| Oakworth Capital, Inc. | 0.00% | No change | 164 | $6K |
| Pflug Koory, LLC | 0.00% | — | 160 | $6K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 158 | $5K |
| Financial Avengers, Inc. | 0.00% | New | 150 | $5K |
| GeoWealth Management, LLC | 0.00% | New | 131 | $5K |
| Allworth Financial LP | 0.00% | Reduce -13.2% | 125 | $4K |
| Future Financial Wealth Managment LLC | 0.00% | New | 115 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 98 | $3K |
| Quarry LP | 0.00% | New | 98 | $3K |
| Arax Advisory Partners | 0.00% | No change | 92 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +40.0% | 91 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 77 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -28.4% | 78 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 65 | $2K |
| Naples Money Management LLC | 0.00% | New | 60 | $2K |
| NewEdge Advisors, LLC | 0.00% | Reduce -78.9% | 46 | $2K |
| Albion Financial Group | 0.00% | No change | 45 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 41 | $1K |
| Mattson Financial Services, LLC | 0.00% | No change | 45 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 34 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 24 | $821 |
| Earned Wealth Advisors, LLC | 0.00% | New | 22 | $758 |
| Parkside Financial Bank & Trust | 0.00% | Add +7.1% | 15 | $518 |
| ClariVest Asset Management LLC | 0.00% | No change | 13 | $385 |
| Mendota Financial Group, LLC | 0.00% | New | 9 | $311 |
| Abound Wealth Management | 0.00% | Reduce -20.0% | 8 | $276 |
| CoreCap Advisors, LLC | 0.00% | Reduce -98.4% | 8 | $276 |
| Huntington National Bank | 0.00% | Reduce -11.1% | 8 | $275 |
"% of holder's portfolio" is HASI's weight in each manager's 13F, not the share of Ha Sustainable Infrastructur the manager owns.