Ha Sustainable InfrastructurHASI
13F holders, Q3 2025 (September 30)356holders +4
40new positions
37sold out
5famous investors
$30.70avg. 13F price*
At the end of Q3 2025, 356 institutions reported holding Ha Sustainable Infrastructur (HASI) in their 13F filings, up 4 from Q2 2025. 40 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($556.7M), Vanguard Group Inc. ($429.5M) and Wellington Management Group LLP ($404.2M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Ha Sustainable Infrastructur
- CUSIP
- 41068X100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $13.3M |
| Exits | 37 | $29.2M |
All 13F filers, Q2 2025 → Q3 2025: 7,668,486 shares bought and 6,404,962 shares sold, net +1,263,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| BlackRock, Inc. | 0.01% | Add +0.5% | 18,133,649 | $556.7M |
| Vanguard Group Inc. | 0.01% | Add +1.4% | 13,989,391 | $429.5M |
| Wellington Management Group LLP | 0.07% | Reduce -4.0% | 13,167,303 | $404.2M |
| FMR LLC | 0.01% | Reduce -15.3% | 5,322,617 | $163.4M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Reduce -4.1% | 5,321,977 | $163.4M |
| State Street Corp. | 0.01% | Add +1.4% | 5,309,268 | $163.0M |
| Alliancebernstein L.P. | 0.04% | Add +1.1% | 4,406,564 | $135.3M |
| Geode Capital Management, LLC | 0.01% | Add +0.3% | 2,889,912 | $88.7M |
| Amundi | 0.03% | Add +10.7% | 2,663,456 | $81.8M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 2,605,066 | $80.0M |
| JPMorgan Chase & Co. | 0.00% | Add +17.1% | 2,060,698 | $63.3M |
| Erste Asset Management GmbH | 0.60% | Add +8.2% | 2,009,504 | $61.9M |
| Rockefeller Capital Management L.P. | 0.12% | Add +11.7% | 1,918,064 | $58.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1285.0% | 1,903,532 | $58.4M |
| Swedbank AB | 0.05% | Add +4.8% | 1,635,072 | $50.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.3% | 1,546,841 | $47.5M |
| Citigroup Inc. | 0.03% | Reduce -16.1% | 1,492,157 | $45.8M |
| Northern Trust Corp. | 0.01% | Reduce -4.3% | 1,455,074 | $44.7M |
| UBS Group AG | 0.01% | Add +8.8% | 1,435,071 | $44.1M |
| Invesco Ltd. | 0.01% | Add +5.3% | 1,374,922 | $42.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -19.7% | 1,348,559 | $41.4M |
| Aristotle Capital Boston, LLC | 2.06% | Add +13.9% | 1,304,574 | $40.1M |
| Neumeier Poma Investment Counsel LLC | 3.18% | Add +9.1% | 1,267,489 | $38.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.7% | 1,155,084 | $35.5M |
| Deutsche Bank AG | 0.01% | Reduce -3.8% | 1,034,806 | $31.8M |
| Storebrand Asset Management As | 0.08% | Reduce -0.1% | 1,030,824 | $31.6M |
| Bank of America Corp. | 0.00% | Add +9.2% | 988,904 | $30.4M |
| Schroder Investment Management Group | 0.02% | Add +38.0% | 935,095 | $28.9M |
| Marshall Wace, LLP | 0.03% | Add +450.0% | 914,226 | $28.1M |
| Mizuho Markets Americas LLC | 0.53% | Add +5.3% | 825,778 | $25.4M |
| Hood River Capital Management LLC | 0.30% | Reduce -1.4% | 825,517 | $25.3M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 714,535 | $21.9M |
| Tidal Investments LLC | 0.08% | Reduce -0.0% | 644,975 | $19.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Reduce -33.7% | 641,202 | $19.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +2.5% | 603,487 | $18.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.3% | 598,027 | $18.4M |
| Baird Financial Group, Inc. | 0.03% | Add +7.2% | 571,946 | $17.6M |
| First Trust Advisors LP | 0.01% | Reduce -13.2% | 567,033 | $17.4M |
| Triodos Investment Management BV | 1.22% | No change | 550,000 | $16.9M |
| Handelsbanken Fonder AB | 0.05% | Reduce -37.8% | 529,996 | $16.3M |
| Public Sector Pension Investment Board | 0.06% | Add +21.6% | 501,316 | $15.4M |
| Rathbones Group PLC | 0.06% | Reduce -11.2% | 477,092 | $14.6M |
| Border to Coast Pensions Partnership Ltd | 0.24% | No change | 440,000 | $13.5M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +306.2% | 433,551 | $13.3M |
| Sei Investments Co. | 0.01% | Add +9.3% | 422,821 | $13.0M |
| Nuveen, LLC | 0.00% | Reduce -3.1% | 409,200 | $12.6M |
| Neuberger Berman Group LLC | 0.01% | Add +109.0% | 367,531 | $11.3M |
| LBP Am SA | 0.14% | Add +120.3% | 361,196 | $11.1M |
| Rhumbline Advisers | 0.01% | Add +0.3% | 354,903 | $10.9M |
| CIBC Private Wealth Group LLC | 0.02% | Add +84.4% | 335,471 | $10.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +14.4% | 330,945 | $10.2M |
| Victory Capital Management Inc. | 0.01% | Add +169.9% | 324,322 | $10.0M |
| Legal & General Group Plc | 0.00% | Reduce -3.1% | 323,808 | $9.9M |
| State of Wisconsin Investment Board | 0.02% | Reduce -3.3% | 319,171 | $9.8M |
| BNP Paribas Financial Markets | 0.01% | Add +25.7% | 309,394 | $9.5M |
| Franklin Resources Inc. | 0.00% | Reduce -30.6% | 265,597 | $8.2M |
| Barclays PLC | 0.00% | Add +7.0% | 263,090 | $8.1M |
| Raiffeisen Bank International AG | 0.10% | No change | 250,000 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.3% | 248,025 | $7.6M |
| ProShare Advisors LLC | 0.02% | Reduce -2.5% | 243,229 | $7.5M |
| Agf Management Ltd. | 0.03% | Reduce -31.7% | 237,379 | $7.3M |
| Swiss National Bank | 0.00% | Add +1.7% | 234,434 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.5% | 232,781 | $7.1M |
| Natural Investments, LLC | 1.76% | Reduce -0.1% | 231,200 | $7.1M |
| ABN AMRO Bank N.V. | 0.07% | Reduce -1.3% | 229,900 | $7.0M |
| PFG Investments, LLC | 0.36% | Add +2.2% | 227,439 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.9% | 219,630 | $6.7M |
| Boston Common Asset Management, LLC | 0.19% | Add +1.0% | 218,947 | $6.7M |
| EDENTREE ASSET MANAGEMENT Ltd | 1.61% | Add +586.6% | 217,380 | $6.7M |
| Waverly Advisors, LLC | 0.06% | Add +3.7% | 210,745 | $6.5M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -25.8% | 210,389 | $6.5M |
| Trillium Asset Management, LLC | 0.16% | Reduce -1.6% | 195,228 | $6.0M |
| California Public Employees Retirement System | 0.00% | Add +5.6% | 194,587 | $6.0M |
| Credit Agricole S A | 0.02% | — | 190,477 | $5.8M |
| Clean Yield Group | 1.59% | Reduce -2.1% | 183,251 | $5.6M |
| Avalon Trust Co | 0.36% | Reduce -0.0% | 181,275 | $5.6M |
| Abn Amro Investment Solutions | 0.11% | Reduce -3.2% | 174,260 | $5.3M |
| Wells Fargo & Company | 0.00% | Add +7.7% | 172,378 | $5.3M |
| Alps Advisors Inc. | 0.03% | Reduce -4.7% | 169,573 | $5.2M |
| Nia Impact Advisors, LLC | 1.68% | Add +2.2% | 168,527 | $5.2M |
| SFE Investment Counsel | 0.80% | Reduce -0.8% | 163,577 | $5.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 163,012 | $5.0M |
| D. E. Shaw & Co. | 0.00% | Add +203.6% | 158,515 | $4.9M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 156,985 | $4.8M |
| LPL Financial LLC | 0.00% | Reduce -4.4% | 156,150 | $4.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -60.8% | 150,000 | $4.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +6.0% | 143,215 | $4.4M |
| Intech Investment Management LLC | 0.04% | Add +117.6% | 139,820 | $4.3M |
| Prudential Financial Inc. | 0.01% | Add +8.1% | 136,569 | $4.2M |
| Pallas Capital Advisors LLC | 0.14% | Add +4.3% | 125,681 | $3.9M |
| Groupe la Francaise | 0.05% | Add +65.3% | 123,646 | $3.8M |
| Truvestments Capital LLC | 0.67% | Reduce -11.6% | 120,143 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.0% | 119,966 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Add +18.0% | 116,730 | $3.6M |
| California State Teachers Retirement System | 0.00% | Add +5.4% | 114,089 | $3.5M |
| Vontobel Holding Ltd. | 0.01% | Reduce -2.0% | 111,370 | $3.4M |
| New York State Teachers Retirement System | 0.01% | No change | 109,200 | $3.4M |
| Shelton Capital Management | 0.06% | Reduce -13.7% | 94,511 | $2.9M |
| NFJ Investment Group, LLC | 0.10% | Reduce -1.0% | 93,435 | $2.9M |
| Maven Securities LTD | 0.54% | Add +811.1% | 91,107 | $2.8M |
| Van Eck Associates Corp. | 0.00% | Add +108.4% | 90,896 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.5% | 89,390 | $2.7M |
| Point72 Asset Management | 0.01% | New | 84,784 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +5.0% | 77,744 | $2.4M |
| Fort Sheridan Advisors LLC | 0.31% | Reduce -9.7% | 77,649 | $2.4M |
| Eagle Global Advisors LLC | 0.09% | Add +20.8% | 72,403 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.8% | 69,543 | $2.1M |
| Caption Management, LLC | 0.12% | Add +6.0% | 66,760 | $2.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -72.5% | 71,621 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | Add +8.5% | 64,399 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -13.5% | 62,346 | $1.9M |
| AXA Investment Managers S.A. | 0.01% | — | 61,833 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.8% | 60,411 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.8% | 59,218 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +50.3% | 59,134 | $1.8M |
| Figure 8 Investment Strategies LLC | 1.59% | Reduce -20.1% | 58,277 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Add +0.9% | 57,000 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.2% | 56,118 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -16.9% | 55,740 | $1.7M |
| Ardsley Advisory Partners LP | 0.26% | No change | 55,000 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -13.9% | 54,648 | $1.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.1% | 52,704 | $1.6M |
| Corient Private Wealth LP | 0.00% | New | 50,347 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 50,305 | $1.5M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.10% | Reduce -50.7% | 48,042 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Add +29.7% | 47,500 | $1.5M |
| Perpetual Ltd | 0.02% | Reduce -57.1% | 45,337 | $1.4M |
| Bailard, Inc. | 0.03% | Add +9.7% | 45,312 | $1.4M |
| Premier Fund Managers Ltd | 0.06% | Add +50.0% | 45,000 | $1.4M |
| Andrew Hill Investment Advisors, Inc. | 1.07% | Add +71.6% | 44,915 | $1.4M |
| Millennium Management | 0.00% | New | 43,654 | $1.3M |
| Abundance Wealth Counselors | 0.23% | Add +2.1% | 43,348 | $1.3M |
| AQR Capital Management | 0.00% | Add +80.8% | 42,839 | $1.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +4646.6% | 42,007 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.8% | 44,609 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +65.5% | 40,112 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -9.3% | 39,587 | $1.2M |
| Verition Fund Management LLC | 0.01% | Reduce -42.3% | 39,530 | $1.2M |
| Horst & Graben Wealth Management LLC | 0.18% | Add +0.0% | 38,868 | $1.2M |
| LaSalle St. Investment Advisors, LLC | 0.21% | Reduce -0.8% | 38,877 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -50.4% | 38,681 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -1.5% | 38,407 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +8.0% | 38,255 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -15.4% | 38,072 | $1.2M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -10.3% | 37,069 | $1.1M |
| Creative Planning | 0.00% | Add +142.7% | 36,888 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Reduce -0.5% | 36,624 | $1.1M |
| Comerica Bank | 0.00% | Reduce -14.1% | 36,424 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +1.7% | 35,785 | $1.1M |
| Amalgamated Bank | 0.01% | Add +3.5% | 35,510 | $1.1M |
| Wolverine Trading, LLC | 0.02% | Add +28.9% | 34,681 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.9% | 34,066 | $1.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +22.0% | 33,873 | $1.0M |
| Nisa Investment Advisors, LLC | 0.00% | Add +20.0% | 33,540 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Add +591.7% | 33,089 | $1.0M |
| AIA Group Ltd | 0.02% | New | 32,955 | $1.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | No change | 32,900 | $1.0M |
| Strong Tower Advisory Services | 0.19% | Add +39.6% | 32,277 | $991K |
| Cascade Investment Group, Inc. | 0.65% | Reduce -1.5% | 32,010 | $983K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 31,845 | $978K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +1.6% | 31,555 | $969K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -85.7% | 30,769 | $945K |
| Cetera Investment Advisers | 0.00% | Add +11.6% | 30,732 | $944K |
| HSBC Holdings PLC | 0.00% | Reduce -23.3% | 29,802 | $915K |
| DNB Asset Management AS | 0.00% | Reduce -16.4% | 29,475 | $905K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -20.2% | 29,372 | $902K |
| Perigon Wealth Management, LLC | 0.02% | Add +2.8% | 29,172 | $896K |
| Exchange Traded Concepts, LLC | 0.01% | New | 28,639 | $879K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.4% | 27,926 | $857K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -2.3% | 27,713 | $851K |
| Simplex Trading, LLC | 0.02% | Add +15.5% | 25,983 | $797K |
| Resources Management Corp. /CT/ | 0.10% | Add +2.9% | 25,625 | $787K |
| KLP Kapitalforvaltning As | 0.00% | No change | 25,600 | $786K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 25,576 | $785K |
| Hilltop Holdings Inc. | 0.04% | Reduce -2.9% | 25,426 | $781K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.6% | 25,101 | $771K |
| Everett Harris & Co. | 0.01% | No change | 24,600 | $755K |
| Blair William & Co. | 0.00% | Add +70.3% | 24,232 | $744K |
| Group One Trading LLC | 0.02% | Reduce -36.3% | 23,038 | $707K |
| Voya Investment Management LLC | 0.00% | Reduce -33.8% | 22,131 | $679K |
| Plan Group Financial, LLC | 0.18% | Reduce -4.5% | 22,027 | $676K |
| STRS Ohio | 0.00% | Reduce -5.6% | 21,800 | $669K |
| Danske Bank A/S | 0.00% | Reduce -22.8% | 20,859 | $640K |
| Consolidated Portfolio Review Corp | 0.08% | Add +1.0% | 20,410 | $627K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.4% | 19,666 | $604K |
| Nwam LLC | 0.03% | Add +15.8% | 19,509 | $599K |
| Brown Advisory Inc. | 0.00% | Add +58.0% | 19,481 | $598K |
| Mirova | 0.08% | No change | 19,129 | $587K |
| Mariner, LLC | 0.00% | Reduce -30.0% | 19,105 | $587K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -2.8% | 18,515 | $568K |
| Jefferies Financial Group Inc. | 0.01% | Add +30.2% | 18,302 | $562K |
| FIL Ltd | 0.00% | No change | 17,885 | $549K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -49.9% | 17,813 | $547K |
| HighTower Advisors, LLC | 0.00% | Add +44.8% | 17,767 | $545K |
| Harbor Capital Advisors, Inc. | 0.04% | Reduce -41.7% | 17,738 | $545K |
| Axq Capital, LP | 0.21% | Reduce -8.3% | 17,500 | $537K |
| Abel Hall, LLC | 0.21% | Add +42.7% | 17,067 | $524K |
| IMC-Chicago, LLC | 0.01% | Reduce -3.0% | 16,912 | $519K |
| Cornerstone Select Advisors, LLC | 0.38% | Add +1.8% | 16,776 | $515K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 16,275 | $500K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -7.9% | 16,135 | $495K |
| Bayesian Capital Management, LP | 0.10% | New | 15,802 | $485K |
| Teacher Retirement System of Texas | 0.00% | Reduce -13.7% | 15,779 | $484K |
| Neo Ivy Capital Management | 0.11% | Add +5414.5% | 15,220 | $467K |
| Fca Corp. | 0.13% | No change | 15,200 | $467K |
| Evergreen Capital Management LLC | 0.01% | Add +17.3% | 14,983 | $460K |
| Sit Investment Associates Inc. | 0.01% | No change | 14,950 | $459K |
| Cerity Partners LLC | 0.00% | Reduce -17.4% | 14,854 | $456K |
| Values Added Financial LLC | 0.19% | Reduce -2.9% | 14,205 | $436K |
| Harrington Investments, INC | 0.22% | Reduce -2.4% | 14,189 | $436K |
| 1620 Investment Advisors, Inc. | 0.29% | Reduce -0.0% | 13,964 | $429K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -10.7% | 13,880 | $426K |
| Dark Forest Capital Management LP | 0.02% | New | 13,844 | $425K |
| Quantinno Capital Management LP | 0.00% | Add +30.5% | 13,246 | $407K |
| Keybank National Association | 0.00% | Add +0.1% | 13,199 | $405K |
| Investment Research Partners LLC | 0.18% | — | 14,090 | $396K |
| CIBC Bancorp USA Inc. | 0.00% | — | 12,790 | $393K |
| Colorado Capital Management, Inc. | 0.15% | Reduce -2.1% | 12,621 | $387K |
| SMH Capital Advisors Inc. | 0.78% | Add +0.3% | 13,823 | $383K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -18.9% | 12,145 | $373K |
| State of Wyoming | 0.04% | Reduce -48.5% | 11,621 | $357K |
| Yorktown Management & Research Co Inc | 0.28% | New | 11,550 | $355K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.0% | 11,129 | $342K |
| Tred Avon Family Wealth, LLC | 0.12% | — | 10,950 | $336K |
| MeadowBrook Investment Advisors LLC | 0.29% | Add +5.0% | 10,845 | $333K |
| Citadel Advisors | 0.00% | Reduce -97.4% | 10,804 | $332K |
| Jump Financial, LLC | 0.00% | New | 10,732 | $329K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -2.3% | 10,518 | $323K |
| US Bancorp \de | 0.00% | Add +2.2% | 10,414 | $320K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,404 | $319K |
| TCW Group Inc. | 0.00% | Reduce -15.3% | 10,348 | $318K |
| Seelaus Asset Management LLC | 0.26% | No change | 10,345 | $318K |
| &partners | 0.00% | New | 10,289 | $316K |
| Xponance LLC | 0.00% | Reduce -0.9% | 10,232 | $314K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -19.8% | 10,024 | $308K |
| Bank of Montreal | 0.00% | Reduce -53.8% | 9,521 | $292K |
| Pine Haven Investment Counsel, Inc | 0.21% | Add +13.1% | 9,518 | $292K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -57.0% | 9,493 | $291K |
| Portman Square Capital LLP | 0.72% | New | 9,045 | $278K |
| American Trust Investment Advisors, LLC | 0.14% | Reduce -32.5% | 8,990 | $276K |
| Modera Wealth Management, LLC | 0.00% | No change | 8,844 | $272K |
| Guidance Capital, Inc. | 0.07% | No change | 9,111 | $263K |
| Bard Associates Inc. | 0.07% | Reduce -42.3% | 8,390 | $258K |
| Atria Investments, Inc | 0.00% | New | 8,333 | $256K |
| Sterling Capital Management LLC | 0.00% | Add +151.4% | 8,308 | $255K |
| Chesley Taft & Associates LLC | 0.01% | New | 8,292 | $255K |
| NorthCoast Asset Management LLC | 0.00% | No change | 8,276 | $254K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -14.1% | 8,198 | $252K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 8,020 | $246K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 7,947 | $244K |
| CIBC Asset Management Inc | 0.00% | Reduce -8.0% | 7,890 | $242K |
| Allworth Financial LP | 0.00% | Reduce -0.4% | 7,781 | $239K |
| Mackenzie Financial Corp. | 0.00% | New | 7,755 | $238K |
| Cascade Financial Partners, LLC | 0.03% | No change | 7,754 | $238K |
| Spirit of America Management Corp. | 0.05% | No change | 7,717 | $237K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 7,666 | $235K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 7,616 | $234K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -1.9% | 7,593 | $233K |
| Stance Capital LLC | 0.08% | No change | 7,528 | $231K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 7,425 | $228K |
| Ironwood Investment Counsel, LLC | 0.03% | New | 7,128 | $219K |
| Savvy Advisors, Inc. | 0.01% | New | 7,112 | $218K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -36.4% | 7,052 | $216K |
| Pekin Hardy Strauss, Inc. | 0.02% | New | 6,965 | $214K |
| Caprock Group, LLC | 0.01% | — | 7,210 | $204K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +60.6% | 6,625 | $203K |
| Sherbrooke Park Advisers LLC | 0.09% | New | 6,609 | $203K |
| Invested Advisors | 0.30% | — | 7,339 | $203K |
| Man Group plc | 0.00% | New | 6,584 | $202K |
| Choreo, LLC | 0.00% | New | 6,556 | $201K |
| Peddock Capital Advisors, LLC | 0.04% | New | 6,550 | $201K |
| GAMMA Investing LLC | 0.01% | Add +12.5% | 5,928 | $182K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.4% | 5,273 | $162K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $154K |
| Cwm, LLC | 0.00% | Add +1.7% | 4,631 | $142K |
| KBC Group NV | 0.00% | No change | 4,143 | $127K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 4,000 | $123K |
| AlphaQuest LLC | 0.01% | Reduce -76.6% | 2,695 | $83K |
| Addison Advisors LLC | 0.02% | Reduce -0.3% | 2,638 | $81K |
| Spire Wealth Management | 0.00% | No change | 2,500 | $77K |
| Smithfield Trust Co | 0.00% | No change | 2,440 | $75K |
| Osterweis Capital Management Inc. | 0.00% | No change | 2,390 | $73K |
| Jones Financial Companies LLLP | 0.00% | Add +8.4% | 2,394 | $73K |
| Cheviot Value Management, LLC | 0.01% | Add +1.4% | 2,483 | $72K |
| Smartleaf Asset Management LLC | 0.00% | Add +14.3% | 2,317 | $72K |
| Quadrant Capital Group LLC | 0.00% | New | 2,331 | $72K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.9% | 2,305 | $71K |
| Aster Capital Management (DIFC) Ltd | 0.03% | New | 2,169 | $67K |
| Millstone Evans Group, LLC | 0.03% | No change | 1,750 | $54K |
| Trust Co. of Vermont | 0.00% | Add +9.3% | 1,640 | $50K |
| Scarborough Advisors, LLC | 0.01% | Reduce -11.0% | 1,402 | $43K |
| Hantz Financial Services, Inc. | 0.00% | Add +630.9% | 1,323 | $41K |
| Arax Advisory Partners | 0.00% | New | 1,244 | $38K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,174 | $36K |
| Zions Bancorporation, National Association | 0.00% | No change | 1,000 | $31K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.3% | 960 | $29K |
| Salomon & Ludwin, LLC | 0.00% | New | 884 | $27K |
| iSAM Funds (UK) Ltd | 0.01% | New | 882 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 875 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.2% | 846 | $26K |
| Global Retirement Partners, LLC | 0.00% | No change | 842 | $26K |
| National Bank of Canada | 0.00% | Add +1.1% | 819 | $25K |
| Bessemer Group Inc. | 0.00% | Add +147.5% | 802 | $24K |
| MAI Capital Management | 0.00% | Reduce -15.7% | 744 | $23K |
| Parallel Advisors, LLC | 0.00% | Reduce -45.6% | 578 | $18K |
| Public Employees Retirement System of Ohio | 0.00% | Add +7.4% | 578 | $18K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 518 | $16K |
| Mather Group, Llc. | 0.00% | New | 473 | $15K |
| Sound Income Strategies, LLC | 0.00% | Reduce -13.1% | 459 | $14K |
| TFC Financial Management, Inc. | 0.00% | Add +1.4% | 438 | $13K |
| Signaturefd, LLC | 0.00% | Add +3.3% | 435 | $13K |
| Costello Asset Management, INC | 0.00% | No change | 400 | $12K |
| Hilltop National Bank | 0.00% | Add +100.0% | 400 | $12K |
| Rossby Financial, LCC | 0.00% | Add +4.6% | 389 | $12K |
| Activest Wealth Management | 0.00% | New | 347 | $11K |
| Golden State Wealth Management, LLC | 0.00% | New | 300 | $9K |
| Versant Capital Management, Inc | 0.00% | Add +92.0% | 288 | $9K |
| Crews Bank & Trust | 0.00% | No change | 240 | $7K |
| First Pacific Financial | 0.00% | No change | 240 | $7K |
| UMB Bank, n.a. | 0.00% | No change | 223 | $7K |
| JNBA Financial Advisors | 0.00% | No change | 217 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 200 | $6K |
| Fifth Third Bancorp | 0.00% | No change | 197 | $6K |
| Larson Financial Group LLC | 0.00% | Reduce -45.9% | 193 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +4.5% | 186 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 182 | $6K |
| Wealthspire Advisors, LLC | 0.00% | New | 168 | $5K |
| Pflug Koory, LLC | 0.00% | No change | 160 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -9.1% | 160 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 154 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 151 | $5K |
| Principal Securities, Inc. | 0.00% | Reduce -73.2% | 143 | $4K |
| 1 North Wealth Services LLC | 0.00% | No change | 135 | $4K |
| Essential Partners LLC | 0.00% | New | 128 | $4K |
| Stone House Investment Management, LLC | 0.00% | New | 119 | $4K |
| Future Financial Wealth Managment LLC | 0.00% | No change | 115 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -14.6% | 88 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 88 | $3K |
| Abound Wealth Management | 0.00% | Add +1200.0% | 78 | $2K |
| J.Safra Asset Management Corp | 0.00% | Reduce -82.2% | 72 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 65 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 53 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 47 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 46 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 34 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 33 | $1K |
| Covestor Ltd | 0.00% | Reduce -99.1% | 21 | $1K |
| Assetmark, Inc. | 0.00% | No change | 27 | $829 |
| Advisory Services Network, LLC | 0.00% | New | 27 | $829 |
| Bernard Wealth Management Corp. | 0.00% | No change | 21 | $645 |
| IFP Advisors, Inc | 0.00% | Add +250.0% | 7 | $215 |
| JPL Wealth Management, LLC | 0.00% | New | 5 | $154 |
| Dogwood Wealth Management LLC | 0.00% | New | 3 | $92 |
| Huntington National Bank | 0.00% | No change | 1 | $31 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $31 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 1 | $31 |
"% of holder's portfolio" is HASI's weight in each manager's 13F, not the share of Ha Sustainable Infrastructur the manager owns.