Ha Sustainable InfrastructurHASI
13F holders, Q4 2024 (December 31)343holders −29
23new positions
63sold out
3famous investors
$26.86avg. 13F price*
At the end of Q4 2024, 343 institutions reported holding Ha Sustainable Infrastructur (HASI) in their 13F filings, down 29 from Q3 2024. 23 opened new positions and 63 sold out. The largest holders were BlackRock, Inc. ($499.1M), Wellington Management Group LLP ($379.8M) and Vanguard Group Inc. ($355.4M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ha Sustainable Infrastructur
- CUSIP
- 41068X100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $17.4M |
| Exits | 63 | $72.0M |
All 13F filers, Q3 2024 → Q4 2024: 13,815,179 shares bought and 5,981,623 shares sold, net +7,833,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 343 holders
| BlackRock, Inc. | 0.01% | Add +3.7% | 18,602,071 | $499.1M |
| Wellington Management Group LLP | 0.07% | Add +7.2% | 14,155,411 | $379.8M |
| Vanguard Group Inc. | 0.01% | Add +1.2% | 13,245,195 | $355.4M |
| FMR LLC | 0.01% | Add +393.3% | 5,688,560 | $152.6M |
| State Street Corp. | 0.01% | Add +4.9% | 4,643,495 | $126.5M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Reduce -1.9% | 4,690,577 | $125.8M |
| Swedbank AB | 0.11% | Reduce -3.8% | 3,430,265 | $92.0M |
| Geode Capital Management, LLC | 0.01% | Add +1.8% | 2,683,617 | $72.0M |
| Amundi | 0.02% | Reduce -9.2% | 2,611,227 | $70.3M |
| Morgan Stanley | 0.00% | Add +4.3% | 2,395,110 | $64.3M |
| Bank of New York Mellon Corp | 0.01% | Add +37.5% | 2,208,894 | $59.3M |
| Erste Asset Management GmbH | 0.71% | Reduce -1.5% | 2,117,480 | $58.0M |
| Deprince Race & Zollo Inc. | 1.12% | Reduce -12.0% | 2,097,348 | $56.3M |
| Northern Trust Corp. | 0.01% | Add +18.1% | 1,715,087 | $46.0M |
| Hood River Capital Management LLC | 0.64% | Add +6.7% | 1,603,857 | $43.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +12.4% | 1,533,856 | $41.2M |
| Handelsbanken Fonder AB | 0.15% | Reduce -33.0% | 1,507,335 | $40.4M |
| Invesco Ltd. | 0.01% | Reduce -0.9% | 1,469,697 | $39.4M |
| Vontobel Holding Ltd. | 0.13% | Add +6.2% | 1,426,174 | $38.3M |
| Rockefeller Capital Management L.P. | 0.10% | Add +52.8% | 1,395,573 | $37.4M |
| Aristotle Capital Boston, LLC | 1.36% | Reduce -0.4% | 1,365,822 | $36.6M |
| Van Eck Associates Corp. | 0.04% | Reduce -30.9% | 1,185,365 | $31.8M |
| Norges Bank | 0.00% | Reduce -7.9% | 1,138,895 | $30.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.0% | 1,104,764 | $29.6M |
| Deutsche Bank AG | 0.01% | Add +36.8% | 1,031,732 | $27.7M |
| UBS Group AG | 0.01% | Add +39.5% | 1,009,944 | $27.1M |
| Citigroup Inc. | 0.02% | Add +227.6% | 936,433 | $25.1M |
| Storebrand Asset Management As | 0.07% | Add +5.7% | 897,653 | $24.1M |
| Mizuho Markets Americas LLC | 0.38% | Add +10.8% | 733,423 | $19.7M |
| Schroder Investment Management Group | 0.02% | Add +174.5% | 721,183 | $19.3M |
| Tidal Investments LLC | 0.15% | Add +2466.7% | 699,275 | $18.8M |
| Royal Bank of Canada | 0.00% | Add +8.7% | 644,053 | $17.3M |
| First Trust Advisors LP | 0.01% | Add +14.3% | 582,051 | $15.6M |
| Neumeier Poma Investment Counsel LLC | 1.50% | Reduce -3.0% | 576,693 | $15.5M |
| Principal Financial Group Inc. | 0.01% | Add +4.7% | 574,402 | $15.4M |
| Rathbones Group PLC | 0.07% | Add +1.1% | 559,517 | $15.0M |
| Triodos Investment Management BV | 1.19% | Reduce -11.3% | 550,000 | $14.8M |
| JPMorgan Chase & Co. | 0.00% | Add +81.2% | 544,699 | $14.6M |
| Bank of America Corp. | 0.00% | Reduce -11.5% | 538,154 | $14.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -1.7% | 502,939 | $13.5M |
| Wells Fargo & Company | 0.00% | Add +2.2% | 451,502 | $12.1M |
| Border to Coast Pensions Partnership Ltd | 0.23% | Add +11.3% | 445,000 | $11.9M |
| Millennium Management | 0.01% | Add +171.3% | 436,586 | $11.7M |
| Franklin Resources Inc. | 0.00% | Add +6.3% | 403,834 | $10.8M |
| Barclays PLC | 0.01% | Reduce -18.3% | 389,901 | $10.5M |
| Agf Management Ltd. | 0.05% | Reduce -15.9% | 389,473 | $10.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -25.7% | 369,234 | $9.9M |
| Citadel Advisors | 0.01% | Add +322.3% | 363,429 | $9.8M |
| Nuveen Asset Management, LLC | 0.00% | Add +0.7% | 359,850 | $9.7M |
| Rhumbline Advisers | 0.01% | Reduce -1.9% | 342,552 | $9.2M |
| Legal & General Group Plc | 0.00% | Add +2.7% | 326,649 | $8.8M |
| State of Wisconsin Investment Board | 0.02% | Add +9.8% | 315,596 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.5% | 314,841 | $8.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -27.2% | 312,857 | $8.4M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 302,797 | $8.1M |
| Alliancebernstein L.P. | 0.00% | Add +101.7% | 296,475 | $8.0M |
| Public Sector Pension Investment Board | 0.03% | Add +19.5% | 295,212 | $7.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +324.3% | 290,106 | $7.8M |
| ProShare Advisors LLC | 0.02% | Add +17.4% | 282,045 | $7.6M |
| Sei Investments Co. | 0.01% | Add +10.3% | 281,440 | $7.6M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.06% | Reduce -0.7% | 247,739 | $6.9M |
| Raiffeisen Bank International AG | 0.10% | — | 250,000 | $6.7M |
| Boston Common Asset Management, LLC | 0.19% | Reduce -17.8% | 245,856 | $6.6M |
| Natural Investments, LLC | 1.76% | — | 236,745 | $6.4M |
| Credit Agricole S A | 0.02% | Add +14.1% | 234,704 | $6.3M |
| Swiss National Bank | 0.00% | Add +3.1% | 229,634 | $6.2M |
| PFG Investments, LLC | 0.38% | Reduce -5.4% | 226,677 | $6.1M |
| NBW Capital LLC | 1.12% | Reduce -2.5% | 224,879 | $6.0M |
| Trillium Asset Management, LLC | 0.15% | Reduce -8.3% | 221,364 | $5.9M |
| California Public Employees Retirement System | 0.00% | Add +2.4% | 215,399 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.3% | 212,520 | $5.7M |
| Clean Yield Group | 1.63% | Add +0.4% | 191,264 | $5.1M |
| Perpetual Ltd | 0.06% | Reduce -41.8% | 189,439 | $5.1M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -5.4% | 187,181 | $5.0M |
| LPL Financial LLC | 0.00% | Reduce -9.7% | 185,739 | $5.0M |
| ABN AMRO Bank N.V. | 0.07% | Reduce -0.6% | 184,666 | $4.9M |
| Avalon Trust Co | 0.35% | Reduce -0.5% | 181,825 | $4.9M |
| Alps Advisors Inc. | 0.03% | Reduce -26.0% | 181,749 | $4.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -9.4% | 175,879 | $4.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +10.8% | 170,685 | $4.7M |
| Abn Amro Investment Solutions | 0.09% | Reduce -4.3% | 174,062 | $4.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.4% | 173,287 | $4.6M |
| LBP Am SA | 0.06% | Add +0.9% | 173,067 | $4.6M |
| Raymond James Financial Inc. | 0.00% | — | 172,316 | $4.6M |
| New Age Alpha Advisors, LLC | 0.18% | New | 164,158 | $4.4M |
| SFE Investment Counsel | 0.89% | Reduce -16.2% | 156,104 | $4.2M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 156,985 | $4.2M |
| Jupiter Asset Management Ltd. | 0.04% | Add +259.4% | 151,189 | $4.1M |
| Arosa Capital Management LP | 2.68% | New | 150,000 | $4.0M |
| Shelton Capital Management | 0.10% | Reduce -0.2% | 144,747 | $3.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.3% | 139,905 | $3.8M |
| Victory Capital Management Inc. | 0.00% | Add +453.3% | 138,547 | $3.7M |
| Nia Impact Advisors, LLC | 1.18% | Add +12.9% | 134,870 | $3.6M |
| Prudential Financial Inc. | 0.00% | Reduce -1.4% | 121,183 | $3.3M |
| New York State Teachers Retirement System | 0.01% | No change | 109,200 | $2.9M |
| California State Teachers Retirement System | 0.00% | Add +1.2% | 109,087 | $2.9M |
| Janus Henderson Group PLC | 0.00% | Add +1.5% | 105,281 | $2.8M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -1.1% | 103,451 | $2.8M |
| Nicola Wealth Management LTD. | 0.25% | Add +5.3% | 100,000 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.7% | 98,133 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -4.5% | 98,389 | $2.6M |
| Federated Hermes, Inc. | 0.01% | Reduce -62.2% | 96,973 | $2.6M |
| NFJ Investment Group, LLC | 0.08% | Reduce -12.7% | 94,985 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.1% | 91,579 | $2.5M |
| Pallas Capital Advisors LLC | 0.10% | New | 91,335 | $2.5M |
| Fort Sheridan Advisors LLC | 0.34% | Reduce -3.2% | 86,714 | $2.3M |
| AEGON ASSET MANAGEMENT UK Plc | 0.03% | New | 83,740 | $2.2M |
| DNB Asset Management AS | 0.01% | Add +73.7% | 83,575 | $2.2M |
| Figure 8 Investment Strategies LLC | 2.03% | — | 77,133 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +26.9% | 75,646 | $2.0M |
| Green Alpha Advisors, LLC | 1.62% | Add +4.1% | 75,457 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +105.7% | 73,722 | $2.0M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +42.4% | 71,995 | $1.9M |
| Granahan Investment Management, LLC | 0.08% | Reduce -5.3% | 70,582 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -12.9% | 69,994 | $1.9M |
| Squarepoint Ops LLC | 0.00% | Add +103.3% | 69,752 | $1.9M |
| Groupe la Francaise | 0.05% | — | 66,843 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +5.8% | 68,585 | $1.8M |
| Lombard Odier Asset Management (Europe) Ltd | 0.12% | Reduce -4.7% | 68,164 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Add +1.3% | 67,335 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +6.9% | 65,744 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.2% | 65,013 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 64,273 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Add +12.0% | 63,817 | $1.7M |
| Quaero Capital S.A. | 3.67% | Reduce -35.3% | 62,008 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | Reduce -4.8% | 61,602 | $1.7M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 0.11% | Add +35.6% | 61,000 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.8% | 57,300 | $1.5M |
| Essex Investment Management Co. LLC | 0.27% | Add +0.3% | 56,440 | $1.5M |
| Eagle Global Advisors LLC | 0.06% | Reduce -1.7% | 55,628 | $1.5M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -23.7% | 52,357 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +121.5% | 49,818 | $1.3M |
| Comerica Bank | 0.01% | Reduce -0.1% | 49,766 | $1.3M |
| Bryce Point Capital, LLC | 0.38% | — | 48,488 | $1.3M |
| Bailard, Inc. | 0.03% | Reduce -9.1% | 47,651 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -76.4% | 47,555 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +104.0% | 47,486 | $1.3M |
| HSBC Holdings PLC | 0.00% | Reduce -15.3% | 46,859 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.7% | 44,695 | $1.2M |
| AQR Capital Management | 0.00% | Add +9.9% | 44,388 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -15.7% | 43,382 | $1.2M |
| Northeast Financial Consultants Inc | 0.05% | No change | 43,000 | $1.2M |
| Intech Investment Management LLC | 0.01% | Add +52.0% | 41,883 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.33% | Add +23.3% | 39,985 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Add +1.5% | 39,899 | $1.1M |
| Congress Asset Management Co. | 0.01% | Add +4.7% | 39,839 | $1.1M |
| Abundance Wealth Counselors | 0.23% | Add +2.1% | 39,649 | $1.1M |
| Horst & Graben Wealth Management LLC | 0.19% | Add +0.0% | 38,815 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -42.9% | 38,765 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 36,822 | $988K |
| Nisa Investment Advisors, LLC | 0.00% | Add +23.9% | 36,208 | $986K |
| Lombard Odier Asset Management (Switzerland) SA | 0.07% | Add +103.3% | 36,750 | $986K |
| Caption Management, LLC | 0.04% | New | 36,500 | $979K |
| Natixis Advisors, LLC | 0.00% | Add +11.2% | 36,242 | $972K |
| Amalgamated Bank | 0.01% | Add +1.1% | 34,501 | $926K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | New | 34,200 | $913K |
| Arizona State Retirement System | 0.01% | Add +3.2% | 33,882 | $909K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 33,800 | $907K |
| Voya Investment Management LLC | 0.00% | Reduce -30.7% | 33,649 | $903K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -4.4% | 30,361 | $855K |
| Cascade Investment Group, Inc. | 0.59% | Reduce -0.5% | 30,925 | $830K |
| William Blair Investment Management, LLC | 0.00% | Add +19.6% | 30,756 | $825K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.10% | Reduce -57.4% | 30,286 | $813K |
| Ardsley Advisory Partners LP | 0.16% | Add +18.8% | 30,000 | $805K |
| Williamson Legacy Group, LLC | 0.50% | New | 28,017 | $752K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.8% | 27,910 | $749K |
| Flputnam Investment Management Co. | 0.01% | Reduce -67.5% | 27,038 | $725K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.1% | 26,368 | $707K |
| EDENTREE ASSET MANAGEMENT Ltd | 0.20% | No change | 26,000 | $698K |
| WINTON GROUP Ltd | 0.05% | Reduce -15.1% | 25,892 | $695K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 25,576 | $686K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +1.6% | 25,294 | $679K |
| Hilltop Holdings Inc. | 0.04% | Reduce -1.0% | 24,735 | $664K |
| Everett Harris & Co. | 0.01% | Add +68.5% | 24,600 | $660K |
| Verition Fund Management LLC | 0.00% | Add +106.1% | 24,185 | $649K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 23,937 | $642K |
| KLP Kapitalforvaltning As | 0.00% | — | 22,800 | $620K |
| Strong Tower Advisory Services | 0.16% | Add +5.8% | 22,939 | $615K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +15.7% | 22,312 | $599K |
| Mariner, LLC | 0.00% | Add +3.7% | 21,819 | $585K |
| STRS Ohio | 0.00% | Add +3.3% | 21,700 | $582K |
| Freedom Investment Management, Inc. | 0.05% | Add +18.3% | 21,628 | $580K |
| Cetera Investment Advisers | 0.00% | Add +10.7% | 21,539 | $578K |
| Quantbot Technologies LP | 0.02% | Reduce -43.6% | 21,386 | $574K |
| Consolidated Portfolio Review Corp | 0.09% | Reduce -6.5% | 21,337 | $572K |
| Kestra Advisory Services, LLC | 0.00% | New | 20,648 | $554K |
| Stance Capital LLC | 0.34% | — | 20,578 | $552K |
| LRI Investments, LLC | 0.05% | Add +166.7% | 20,000 | $537K |
| FIL Ltd | 0.00% | Reduce -17.0% | 19,932 | $535K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -9.3% | 19,515 | $524K |
| Kestra Investment Management, LLC | 0.02% | Reduce -15.1% | 19,443 | $522K |
| Cerity Partners LLC | 0.00% | Reduce -18.4% | 17,835 | $518K |
| Mirova | 0.09% | No change | 19,129 | $513K |
| Colorado Capital Management, Inc. | 0.25% | Reduce -24.5% | 19,134 | $513K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 19,100 | $512K |
| Truvestments Capital LLC | 0.13% | Add +2083.0% | 18,403 | $494K |
| Values Added Financial LLC | 0.28% | Add +93.0% | 18,278 | $490K |
| Mutual of America Capital Management LLC | 0.01% | Add +2.5% | 17,947 | $482K |
| Nwam LLC | 0.03% | Reduce -41.5% | 17,753 | $476K |
| State of Wyoming | 0.06% | Reduce -1.1% | 17,723 | $476K |
| Cornerstone Select Advisors, LLC | 0.45% | — | 17,292 | $464K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +7.6% | 16,410 | $441K |
| Bard Associates Inc. | 0.15% | Reduce -0.8% | 16,099 | $438K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.0% | 15,582 | $418K |
| Bank of Montreal | 0.00% | Add +17.4% | 15,477 | $415K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.9% | 15,042 | $404K |
| Sit Investment Associates Inc. | 0.01% | No change | 14,950 | $401K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.6% | 14,044 | $383K |
| Harrington Investments, INC | 0.21% | Add +10.3% | 14,139 | $379K |
| SMH Capital Advisors Inc. | 0.90% | Reduce -1.2% | 13,869 | $372K |
| Blair William & Co. | 0.00% | Add +26.1% | 13,865 | $372K |
| 1620 Investment Advisors, Inc. | 0.29% | Reduce -7.7% | 13,758 | $369K |
| TCW Group Inc. | 0.00% | Reduce -2.7% | 13,496 | $362K |
| Creative Planning | 0.00% | Reduce -16.2% | 13,320 | $357K |
| American Trust Investment Advisors, LLC | 0.15% | No change | 13,310 | $357K |
| Keybank National Association | 0.00% | Add +0.0% | 13,014 | $349K |
| Wedbush Securities Inc. | 0.01% | Add +1.6% | 12,479 | $335K |
| Crestline Management, L.P. | 0.01% | New | 12,345 | $331K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +6.1% | 12,084 | $324K |
| Avantax Advisory Services, Inc. | 0.00% | Add +8.9% | 12,050 | $323K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +87.4% | 10,877 | $292K |
| Cibc World Markets Corp. | 0.00% | New | 10,809 | $290K |
| Plan Group Financial, LLC | 0.15% | Add +5.3% | 10,725 | $288K |
| US Bancorp \de | 0.00% | Add +0.3% | 10,478 | $281K |
| Optimize Financial Inc. | 0.21% | — | 10,435 | $280K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +1.8% | 10,425 | $280K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,404 | $279K |
| Seelaus Asset Management LLC | 0.26% | No change | 10,385 | $279K |
| Atria Investments, Inc | 0.00% | Add +5.9% | 10,376 | $278K |
| Union Bancaire Privee, UBP SA | 0.01% | — | 10,844 | $278K |
| Maven Securities LTD | 0.04% | Reduce -54.5% | 10,000 | $268K |
| Freestone Grove Partners LP | 0.00% | — | 9,908 | $266K |
| Bridgefront Capital, LLC | 0.09% | Add +16.2% | 9,417 | $253K |
| Truist Financial Corp. | 0.00% | Add +5.1% | 9,293 | $249K |
| Guidance Capital, Inc. | 0.08% | No change | 9,111 | $249K |
| SG Americas Securities, LLC | 0.00% | Reduce -20.0% | 9,221 | $247K |
| Resources Management Corp. /CT/ | 0.03% | Reduce -8.1% | 9,115 | $245K |
| MeadowBrook Investment Advisors LLC | 0.22% | Add +64.1% | 9,065 | $243K |
| LGL Partners, LLC | 0.04% | Reduce -0.0% | 9,001 | $241K |
| Xponance LLC | 0.00% | Add +22.1% | 8,999 | $241K |
| Modera Wealth Management, LLC | 0.00% | New | 8,844 | $237K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Add +0.0% | 8,836 | $237K |
| First Affirmative Financial Network | 0.13% | Add +4.3% | 8,482 | $228K |
| CIBC Asset Management Inc | 0.00% | Reduce -29.3% | 8,469 | $227K |
| Catalyst Capital Advisors LLC | 0.00% | Add +0.4% | 8,371 | $225K |
| NorthCoast Asset Management LLC | 0.00% | No change | 8,340 | $224K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 8,000 | $215K |
| Cibc World Market Inc. | 0.00% | Reduce -10.5% | 7,785 | $209K |
| Cascade Financial Partners, LLC | 0.03% | No change | 7,754 | $208K |
| Spirit of America Management Corp. | 0.04% | No change | 7,717 | $207K |
| Mackenzie Financial Corp. | 0.00% | Add +0.1% | 7,665 | $206K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +94.8% | 7,594 | $204K |
| Choreo, LLC | 0.00% | Reduce -18.0% | 7,376 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +216.1% | 7,245 | $194K |
| PNC Financial Services Group, Inc. | 0.00% | Add +16.7% | 6,625 | $178K |
| Avior Wealth Management, LLC | 0.01% | Add +1.2% | 6,091 | $163K |
| Van Hulzen Asset Management, LLC | 0.01% | Reduce -24.8% | 5,905 | $158K |
| Lazard Asset Management LLC | 0.00% | New | 5,697 | $152K |
| KBC Group NV | 0.00% | Add +68.0% | 5,399 | $145K |
| GAMMA Investing LLC | 0.01% | Reduce -15.5% | 4,443 | $119K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 4,000 | $107K |
| Cwm, LLC | 0.00% | Reduce -15.0% | 3,668 | $98K |
| Sterling Capital Management LLC | 0.00% | Add +831.0% | 3,640 | $98K |
| Quadrant Capital Group LLC | 0.01% | Reduce -24.1% | 3,429 | $92K |
| Atticus Wealth Management, LLC | 0.02% | Add +1.2% | 2,700 | $72K |
| Addison Advisors LLC | 0.02% | No change | 2,645 | $71K |
| Spire Wealth Management | 0.00% | No change | 2,500 | $67K |
| Smithfield Trust Co | 0.00% | Reduce -41.5% | 2,440 | $65K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,383 | $64K |
| Osterweis Capital Management Inc. | 0.00% | No change | 2,390 | $64K |
| Covestor Ltd | 0.04% | Add +6.1% | 2,369 | $64K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,125 | $57K |
| Millstone Evans Group, LLC | 0.03% | — | 1,750 | $47K |
| Allworth Financial LP | 0.00% | Add +1267.2% | 1,709 | $46K |
| Roxbury Financial LLC | 0.04% | — | 1,435 | $45K |
| Trust Co. of Vermont | 0.00% | Reduce -51.6% | 1,500 | $40K |
| Smartleaf Asset Management LLC | 0.00% | Add +46.6% | 1,380 | $37K |
| Caitong International Asset Management Co., Ltd | 0.03% | — | 1,070 | $29K |
| Legend Financial Advisors, Inc. | 0.02% | New | 1,000 | $27K |
| DecisionPoint Financial, LLC | 0.01% | No change | 1,000 | $27K |
| Zions Bancorporation, N.A. | 0.00% | No change | 1,000 | $27K |
| St Germain D J Co. Inc. | 0.00% | New | 900 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +75.4% | 877 | $24K |
| Bogart Wealth, LLC | 0.00% | Reduce -10.3% | 875 | $23K |
| Global Retirement Partners, LLC | 0.00% | Reduce -90.9% | 840 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -14.0% | 784 | $21K |
| Bessemer Group Inc. | 0.00% | Add +145.7% | 774 | $21K |
| Signaturefd, LLC | 0.00% | Add +50.0% | 684 | $18K |
| MAI Capital Management | 0.00% | New | 656 | $18K |
| Principal Securities, Inc. | 0.00% | Reduce -0.2% | 601 | $16K |
| Sound Income Strategies, LLC | 0.00% | Add +11.1% | 550 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.6% | 522 | $14K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 518 | $14K |
| Atlas Capital Advisors Inc. | 0.00% | New | 500 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $13K |
| Mather Group, Llc. | 0.00% | No change | 473 | $13K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.7% | 468 | $13K |
| Fifth Third Bancorp | 0.00% | Add +28.2% | 423 | $11K |
| National Bank of Canada | 0.00% | Add +89.7% | 387 | $10K |
| Clearstead Advisors, LLC | 0.00% | No change | 373 | $10K |
| Blue Trust, Inc. | 0.00% | Reduce -46.8% | 363 | $10K |
| Jones Financial Companies LLLP | 0.00% | Add +358.4% | 353 | $9K |
| Lindbrook Capital, LLC | 0.00% | Reduce -17.3% | 340 | $9K |
| Heritage Wealth Advisors | 0.00% | No change | 300 | $8K |
| First Pacific Financial | 0.00% | No change | 240 | $6K |
| Crews Bank & Trust | 0.00% | — | 240 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 220 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +436.6% | 220 | $6K |
| JNBA Financial Advisors | 0.00% | No change | 217 | $6K |
| UMB Bank, n.a. | 0.00% | Reduce -17.9% | 211 | $6K |
| Hilltop National Bank | 0.00% | No change | 200 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 200 | $5K |
| Eagle Bay Advisors LLC | 0.00% | Add +10.8% | 184 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 182 | $5K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 167 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 165 | $4K |
| Elequin Capital, LP | 0.00% | New | 161 | $4K |
| Pflug Koory, LLC | 0.00% | No change | 160 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 154 | $4K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -19.3% | 151 | $4K |
| Arax Advisory Partners | 0.00% | Add +44.6% | 133 | $4K |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 120 | $3K |
| Versant Capital Management, Inc | 0.00% | Reduce -76.9% | 119 | $3K |
| GeoWealth Management, LLC | 0.00% | Reduce -9.9% | 118 | $3K |
| Future Financial Wealth Managment LLC | 0.00% | No change | 115 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +16.3% | 114 | $3K |
| LGT Financial Advisors LLC | 0.01% | New | 110 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -49.0% | 102 | $3K |
| Danske Bank A/S | 0.00% | Reduce -99.8% | 100 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -28.6% | 65 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 65 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -26.9% | 57 | $2K |
| Assetmark, Inc. | 0.00% | New | 47 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 46 | $1K |
| Bernard Wealth Management Corp. | 0.00% | — | 42 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 34 | $912 |
| Whipplewood Advisors, LLC | 0.00% | — | 23 | $617 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -6.7% | 14 | $376 |
| Huntington National Bank | 0.00% | Add +37.5% | 11 | $295 |
| Abound Wealth Management | 0.00% | Add +25.0% | 10 | $269 |
| CoreCap Advisors, LLC | 0.00% | Add +12.5% | 9 | $241 |
| Manchester Capital Management LLC | 0.00% | Reduce -99.6% | 1 | $27 |
"% of holder's portfolio" is HASI's weight in each manager's 13F, not the share of Ha Sustainable Infrastructur the manager owns.