Ha Sustainable InfrastructurHASI

13F holders, Q4 2025 (December 31)
373holders +17
45new positions
36sold out
3famous investors
$31.47avg. 13F price*

At the end of Q4 2025, 373 institutions reported holding Ha Sustainable Infrastructur (HASI) in their 13F filings, up 17 from Q3 2025. 45 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($618.8M), Vanguard Group Inc. ($441.6M) and Wellington Management Group LLP ($390.8M). 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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions45$28.4M
Exits36$41.8M

All 13F filers, Q3 2025 → Q4 2025: 9,211,143 shares bought and 11,497,629 shares sold, net −2,286,486 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 373 holders

BlackRock, Inc. 0.01% Add +8.6% 19,687,395 $618.8M
Vanguard Group Inc. 0.01% Add +0.4% 14,050,580 $441.6M
Wellington Management Group LLP 0.07% Reduce -5.6% 12,432,810 $390.8M
T. Rowe Price Investment Management, Inc. 0.13% Add +24.1% 6,604,443 $207.6M
State Street Corp. 0.01% Add +2.0% 5,417,644 $172.5M
Alliancebernstein L.P. 0.05% Add +8.3% 4,774,493 $150.1M
FMR LLC 0.00% Reduce -43.3% 3,015,932 $94.8M
Geode Capital Management, LLC 0.01% Add +1.9% 2,944,810 $92.6M
JPMorgan Chase & Co. 0.01% Add +27.4% 2,625,977 $82.5M
Amundi 0.02% Reduce -7.2% 2,471,035 $77.7M
Erste Asset Management GmbH 0.61% Add +12.1% 2,251,786 $73.0M
Morgan Stanley 0.00% Reduce -13.3% 2,259,054 $71.0M
Schroder Investment Management Group 0.05% Add +140.4% 2,248,200 $70.7M
Norges Bank 0.01% — 1,895,047 $59.6M
Goldman Sachs Group Inc. 0.01% Add +17.5% 1,817,969 $57.1M
Invesco Ltd. 0.00% Add +20.5% 1,656,700 $52.1M
Swedbank AB 0.05% No change 1,635,072 $51.4M
Rockefeller Capital Management L.P. 0.08% Reduce -23.6% 1,465,474 $46.1M
Neumeier Poma Investment Counsel LLC 3.62% Add +9.9% 1,392,799 $43.8M
Northern Trust Corp. 0.01% Reduce -4.6% 1,388,583 $43.6M
Bank of New York Mellon Corp 0.01% Reduce -5.0% 1,280,713 $40.3M
Aristotle Capital Boston, LLC 2.05% Reduce -8.8% 1,190,236 $37.4M
Charles Schwab Investment Management Inc. 0.01% Add +1.6% 1,174,171 $36.9M
Deutsche Bank AG 0.01% Add +11.4% 1,152,986 $36.2M
Bank of America Corp. 0.00% Add +10.8% 1,095,745 $34.4M
UBS Group AG 0.01% Reduce -25.0% 1,076,936 $33.8M
Storebrand Asset Management As 0.08% Reduce -9.7% 930,854 $29.3M
Handelsbanken Fonder AB 0.09% Add +73.0% 916,784 $28.8M
Hood River Capital Management LLC 0.29% Add +2.4% 845,496 $26.6M
Mizuho Markets Americas LLC 0.56% Add +0.3% 828,488 $26.0M
Royal Bank of Canada 0.00% Add +0.5% 717,952 $22.6M
Baird Financial Group, Inc. 0.03% Add +23.7% 707,632 $22.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +2.3% 655,751 $20.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +0.1% 603,904 $19.2M
Principal Financial Group Inc. 0.01% Add +0.5% 600,737 $18.9M
Triodos Investment Management BV 1.27% No change 550,000 $17.6M
Robeco Institutional Asset Management B.V. 0.02% Add +27.0% 550,786 $17.3M
Rathbones Group PLC 0.06% Reduce -1.1% 471,884 $14.8M
Public Sector Pension Investment Board 0.05% Reduce -12.9% 436,400 $13.7M
Border to Coast Pensions Partnership Ltd 0.24% Reduce -2.3% 430,000 $13.5M
Nuveen, LLC 0.00% Add +1.4% 414,735 $13.0M
Sei Investments Co. 0.01% Reduce -3.5% 407,907 $12.8M
LBP Am SA 0.14% Add +9.8% 396,622 $12.5M
Neuberger Berman Group LLC 0.01% Reduce -1.0% 363,955 $11.4M
Rhumbline Advisers 0.01% Reduce -4.0% 340,534 $10.7M
Victory Capital Management Inc. 0.01% Add +4.2% 337,775 $10.6M
State of Wisconsin Investment Board 0.02% Add +4.2% 332,695 $10.5M
Marshall Wace, LLP 0.01% Reduce -65.0% 320,129 $10.1M
Raiffeisen Bank International AG 0.13% Add +24.7% 311,710 $10.0M
Legal & General Group Plc 0.00% Reduce -2.3% 316,508 $9.9M
First Trust Advisors LP 0.01% Reduce -46.1% 305,359 $9.6M
Franklin Resources Inc. 0.00% Add +13.3% 301,017 $9.5M
Prudential Financial Inc. 0.01% Add +105.6% 280,795 $8.8M
Oppenheimer & Co. Inc. 0.12% Add +28.4% 270,118 $8.5M
ABN AMRO Bank N.V. 0.08% Add +16.1% 266,936 $8.4M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -19.6% 266,121 $8.4M
EDENTREE ASSET MANAGEMENT Ltd 2.44% Add +16.6% 253,500 $8.0M
Swiss National Bank 0.00% Add +4.6% 245,234 $7.7M
Wells Fargo & Company 0.00% Add +39.4% 240,220 $7.6M
Ameriprise Financial Inc. 0.00% Reduce -4.2% 237,608 $7.5M
Barclays PLC 0.00% Reduce -12.3% 230,871 $7.3M
California Public Employees Retirement System 0.00% Add +17.1% 227,853 $7.2M
Agf Management Ltd. 0.03% Reduce -4.3% 227,289 $7.1M
Citigroup Inc. 0.00% Reduce -84.8% 227,164 $7.1M
PFG Investments, LLC 0.33% Reduce -1.5% 223,929 $7.0M
Groupe la Francaise 0.10% Add +77.7% 219,651 $6.9M
Envestnet Asset Management Inc. 0.00% Reduce -0.3% 218,964 $6.9M
Natural Investments, LLC 1.64% Reduce -9.5% 209,221 $6.6M
Waverly Advisors, LLC 0.05% Reduce -1.1% 208,476 $6.6M
Commonwealth Equity Services, LLC 0.01% Reduce -12.1% 204,713 $6.4M
Boston Common Asset Management, LLC 0.38% Reduce -7.8% 201,915 $6.3M
ProShare Advisors LLC 0.01% Reduce -17.4% 201,023 $6.3M
Capital Innovations LLC 1.68% — 187,959 $5.9M
Avalon Trust Co 0.37% Add +1.0% 183,140 $5.8M
Clean Yield Group 1.55% Reduce -3.0% 177,658 $5.6M
Abn Amro Investment Solutions 0.08% No change 174,260 $5.5M
Nia Impact Advisors, LLC 1.82% Add +2.4% 172,605 $5.4M
CIBC Private Wealth Group LLC 0.01% Reduce -49.3% 170,049 $5.3M
SFE Investment Counsel 0.81% Add +1.4% 165,957 $5.2M
Alps Advisors Inc. 0.03% Reduce -2.4% 165,473 $5.2M
Raymond James Financial Inc. 0.00% Reduce -0.6% 162,063 $5.1M
LPL Financial LLC 0.00% Reduce -4.4% 149,339 $4.7M
Credit Agricole S A 0.01% Reduce -21.9% 148,727 $4.7M
Trillium Asset Management, LLC 0.14% Reduce -27.6% 141,267 $4.5M
DekaBank Deutsche Girozentrale 0.01% No change 156,985 $4.3M
Balyasny Asset Management L.P. 0.01% New 136,990 $4.3M
BNP Paribas Financial Markets 0.00% Reduce -56.5% 134,644 $4.2M
Pathstone Holdings, LLC 0.02% Add +12.2% 130,971 $4.1M
T. Rowe Price Associates Inc. 0.00% Add +7.5% 129,029 $4.1M
Pallas Capital Advisors LLC 0.13% Reduce -0.1% 125,556 $3.9M
Qube Research & Technologies Ltd 0.01% New 125,536 $3.9M
DNB Asset Management AS 0.01% Add +301.6% 118,380 $3.7M
California State Teachers Retirement System 0.00% Add +3.0% 117,562 $3.7M
Truvestments Capital LLC 0.67% Reduce -2.6% 116,978 $3.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -18.8% 116,268 $3.7M
Castlefield Investment Partners LLP 2.80% — 115,636 $3.6M
New York State Teachers Retirement System 0.01% No change 109,200 $3.4M
Vontobel Holding Ltd. 0.01% Reduce -4.0% 106,920 $3.4M
Van Eck Associates Corp. 0.00% Add +15.3% 104,837 $3.3M
Shelton Capital Management 0.06% No change 94,511 $3.0M
Ruffer LLP 0.13% New 91,948 $2.9M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -40.0% 90,030 $2.8M
Union Bancaire Privee, UBP SA 0.03% New 98,296 $2.8M
Thrivent Financial for Lutherans 0.00% Reduce -3.1% 86,633 $2.7M
Advisors Preferred, LLC 0.44% New 84,196 $2.7M
Millennium Management 0.00% Add +88.1% 82,118 $2.6M
Intech Investment Management LLC 0.02% Reduce -41.3% 82,092 $2.6M
Citadel Advisors 0.00% Add +649.4% 80,961 $2.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 71,621 $2.5M
Fort Sheridan Advisors LLC 0.31% No change 77,649 $2.4M
NFJ Investment Group, LLC 0.09% Reduce -18.1% 76,523 $2.4M
Eagle Global Advisors LLC 0.08% Reduce -0.2% 72,273 $2.3M
AQR Capital Management 0.00% Add +65.2% 70,779 $2.2M
Illinois Municipal Retirement Fund 0.03% Add +9.1% 70,254 $2.2M
Rock Point Advisors, LLC 0.55% New 69,965 $2.2M
MetLife Investment Management, LLC 0.01% Reduce -3.0% 67,460 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -17.1% 64,422 $2.0M
Federation des caisses Desjardins du Quebec 0.01% Add +8.7% 64,349 $2.0M
State of Alaska, Department of Revenue 0.02% Add +2.9% 64,138 $2.0M
TD Asset Management Inc 0.00% New 63,324 $2.0M
Jane Street Group, LLC 0.00% Add +7.0% 63,280 $2.0M
Louisiana State Employees Retirement System 0.03% Add +1.4% 57,800 $1.8M
Figure 8 Investment Strategies LLC 1.61% Reduce -1.1% 57,622 $1.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.8% 57,529 $1.8M
Janus Henderson Group PLC 0.00% Add +14.1% 57,405 $1.8M
Maven Securities LTD 0.23% Reduce -37.2% 57,196 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.9% 56,820 $1.8M
Stifel Financial Corp. 0.00% Add +0.9% 55,133 $1.7M
Ardsley Advisory Partners LP 0.22% No change 55,000 $1.7M
Farther Finance Advisors, LLC 0.02% Add +29.1% 54,236 $1.7M
Dimensional Fund Advisors LP 0.00% Reduce 0.0% 52,702 $1.7M
&partners 0.01% Add +392.8% 50,702 $1.6M
HSBC Holdings PLC 0.00% Add +68.7% 50,263 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -18.1% 45,936 $1.4M
Creative Planning 0.00% Add +20.2% 44,332 $1.4M
Andrew Hill Investment Advisors, Inc. 1.06% Reduce -1.8% 44,097 $1.4M
Abundance Wealth Counselors 0.23% Add +1.4% 43,978 $1.4M
SG Americas Securities, LLC 0.00% Add +27.6% 42,216 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.4% 40,695 $1.3M
Horst & Graben Wealth Management LLC 0.18% Add +0.0% 38,884 $1.2M
New York State Common Retirement Fund 0.00% No change 38,681 $1.2M
LaSalle St. Investment Advisors, LLC 0.19% Reduce -1.8% 38,164 $1.2M
Guggenheim Capital LLC 0.01% Reduce -1.0% 38,024 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -1.2% 37,779 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -9.8% 34,325 $1.2M
Amalgamated Bank 0.01% Add +2.9% 36,528 $1.1M
Arizona State Retirement System 0.01% Reduce -2.4% 34,928 $1.1M
Strong Tower Advisory Services 0.19% Add +6.2% 34,276 $1.1M
Bailard, Inc. 0.02% Reduce -26.5% 33,312 $1.0M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -2.8% 32,924 $1.0M
Skandinaviska Enskilda Banken AB (publ) 0.00% No change 32,900 $1.0M
Lombard Odier Asset Management (USA) Corp 0.55% New 32,361 $1.0M
Nisa Investment Advisors, LLC 0.00% Reduce -5.1% 31,840 $1.0M
Cascade Investment Group, Inc. 0.67% Reduce -0.8% 31,760 $998K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -1.1% 31,213 $981K
Cetera Investment Advisers 0.00% Add +0.9% 30,998 $974K
Perigon Wealth Management, LLC 0.02% Add +5.1% 30,648 $963K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -4.4% 30,442 $956K
Fideuram Asset Management (Ireland) dac 0.08% — 29,000 $951K
Comerica Bank 0.00% Reduce -18.3% 29,775 $936K
Russell Investments Group, Ltd. 0.00% Reduce -4.0% 29,543 $929K
Brown Advisory Inc. 0.00% Add +50.8% 29,383 $924K
Oregon Public Employees Retirement Fund 0.01% Add +3.3% 28,854 $907K
State of Tennessee, Department of Treasury 0.00% Reduce -34.1% 26,076 $897K
Blair William & Co. 0.00% Add +16.2% 28,147 $885K
Exchange Traded Concepts, LLC 0.01% Reduce -2.9% 27,817 $874K
Dynamic Advisor Solutions LLC 0.03% Reduce -0.6% 27,561 $866K
Voya Investment Management LLC 0.00% Add +23.9% 27,412 $862K
KLP Kapitalforvaltning As 0.00% Add +3.9% 26,600 $846K
Resources Management Corp. /CT/ 0.11% Add +2.9% 26,375 $829K
Bluefin Capital Management, LLC 0.23% New 26,000 $817K
State Board of Administration of Florida Retirement System 0.00% No change 25,576 $804K
Hilltop Holdings Inc. 0.05% Add +0.2% 25,486 $801K
Natixis Advisors, LLC 0.00% Reduce -30.8% 25,341 $796K
Flputnam Investment Management Co. 0.01% Reduce -0.9% 24,866 $782K
Everett Harris & Co. 0.01% No change 24,600 $773K
Yorktown Management & Research Co Inc 0.59% Add +103.9% 23,550 $740K
Crestwood Advisors Group, LLC 0.01% Reduce -38.4% 22,827 $717K
STRS Ohio 0.00% No change 21,800 $685K
Mariner, LLC 0.00% Add +13.7% 21,730 $683K
Versor Investments LP 0.11% New 21,700 $682K
Nwam LLC 0.03% Add +0.3% 19,570 $615K
Kestra Advisory Services, LLC 0.00% Reduce -1.1% 19,452 $611K
Jennison Associates LLC 0.00% New 19,394 $610K
HighTower Advisors, LLC 0.00% Add +8.4% 19,264 $605K
Cerity Partners LLC 0.00% Add +29.0% 19,164 $602K
Beacon Pointe Advisors, LLC 0.00% Add +1.2% 18,731 $589K
Abel Hall, LLC 0.14% Add +8.7% 18,559 $583K
Maryland State Retirement & Pension System 0.01% Add +4.0% 18,533 $582K
AIA Group Ltd 0.01% Reduce -45.3% 18,033 $567K
FIL Ltd 0.00% Reduce -0.3% 17,839 $561K
Quantinno Capital Management LP 0.00% Add +32.0% 17,479 $549K
Plan Group Financial, LLC 0.14% Reduce -22.1% 17,147 $539K
Cornerstone Select Advisors, LLC 0.37% Add +0.6% 16,877 $530K
Bank of Montreal 0.00% Add +76.4% 16,793 $528K
Pictet Asset Management Holding SA 0.00% No change 16,135 $507K
Harbor Capital Advisors, Inc. 0.04% Reduce -12.6% 15,507 $487K
Fca Corp. 0.13% No change 15,200 $478K
Sit Investment Associates Inc. 0.01% No change 14,950 $470K
Inspire Investing, LLC 0.04% New 14,831 $466K
Mutual of America Capital Management LLC 0.00% Add +3.8% 14,410 $453K
Evergreen Capital Management LLC 0.01% Reduce -6.2% 14,061 $448K
Values Added Financial LLC 0.19% No change 14,205 $446K
Harrington Investments, INC 0.22% Reduce -0.3% 14,148 $445K
Susquehanna International Group, LLP 0.00% Reduce -58.5% 14,144 $445K
Investment Research Partners LLC 0.19% Add +0.1% 14,106 $443K
Keybank National Association 0.00% Add +0.3% 13,232 $416K
New Age Alpha Advisors, LLC 0.02% Add +74.2% 13,228 $416K
Osaic Holdings, Inc. 0.00% Reduce -71.1% 12,910 $406K
State of Wyoming 0.04% Add +10.8% 12,880 $405K
Focus Partners Wealth 0.00% New 12,840 $404K
Crossmark Global Holdings, Inc. 0.01% Add +0.0% 12,146 $382K
Colorado Capital Management, Inc. 0.14% Reduce -8.2% 11,584 $364K
Chesley Taft & Associates LLC 0.01% Add +37.8% 11,429 $359K
1620 Investment Advisors, Inc. 0.24% Reduce -18.5% 11,385 $358K
Wedbush Securities Inc. 0.01% Add +0.7% 11,209 $352K
Apollon Wealth Management, LLC 0.01% Add +17.8% 11,187 $352K
Profund Advisors LLC 0.01% New 11,151 $350K
Tred Avon Family Wealth, LLC 0.11% No change 10,950 $344K
Hartline Investment Corp./ 0.04% New 10,514 $330K
Public Employees Retirement Association of Colorado 0.00% No change 10,404 $327K
Seelaus Asset Management LLC 0.26% No change 10,345 $325K
Ameritas Investment Partners, Inc. 0.01% No change 10,024 $315K
Guidance Capital, Inc. 0.08% No change 9,111 $315K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 10,000 $314K
Brooklyn Investment Group 0.01% New 9,642 $312K
Prime Capital Investment Advisors, LLC 0.00% Reduce -5.9% 9,897 $311K
Sound Income Strategies, LLC 0.01% Add +1851.6% 8,958 $309K
O'shaughnessy Asset Management, LLC 0.00% Add +27.1% 9,746 $306K
Xponance LLC 0.00% Reduce -5.3% 9,693 $305K
Pine Haven Investment Counsel, Inc 0.21% Reduce -2.6% 9,268 $291K
Invested Advisors 0.30% Add +24.6% 9,145 $287K
Ensign Peak Advisors, Inc 0.00% Reduce -68.9% 9,122 $287K
CIBC Asset Management Inc 0.00% Add +15.1% 9,083 $285K
American Trust Investment Advisors, LLC 0.15% No change 8,990 $283K
Modera Wealth Management, LLC 0.00% No change 8,844 $278K
TCW Group Inc. 0.00% Reduce -15.8% 8,708 $274K
SMH Capital Advisors Inc. 0.56% Reduce -37.2% 8,679 $273K
EFG International AG 0.01% — 8,620 $271K
Wealth Enhancement Advisory Services, LLC 0.00% New 8,134 $265K
Cascade Financial Partners, LLC 0.03% Add +8.1% 8,379 $263K
Kestra Private Wealth Services, LLC 0.00% Add +0.9% 8,269 $260K
Icon Wealth Advisors, LLC 0.02% New 8,174 $257K
Aigen Investment Management, LP 0.06% New 8,145 $256K
Atria Investments, Inc 0.00% Reduce -2.6% 8,120 $255K
Bryn Mawr Trust Advisors, LLC 0.01% Add +1.1% 8,108 $255K
Cibc World Markets Corp. 0.00% — 8,098 $255K
Bridgefront Capital, LLC 0.06% New 8,005 $252K
Allworth Financial LP 0.00% Add +2.4% 7,967 $250K
US Bancorp \de 0.00% Reduce -24.3% 7,889 $248K
Corient Private Wealth LP 0.00% Reduce -84.5% 7,785 $246K
Spirit of America Management Corp. 0.05% No change 7,717 $243K
Mackenzie Financial Corp. 0.00% Reduce -3.1% 7,515 $240K
Stance Capital LLC 0.09% No change 7,528 $237K
Caprock Group, LLC 0.00% Add +1.9% 7,345 $234K
Pekin Hardy Strauss, Inc. 0.02% Add +5.0% 7,310 $230K
SeaCrest Wealth Management, LLC 0.02% Reduce -4.6% 7,083 $228K
AlphaQuest LLC 0.01% Add +166.5% 7,183 $226K
Ironwood Investment Counsel, LLC 0.03% Add +0.7% 7,180 $226K
Sterling Capital Management LLC 0.00% Reduce -14.3% 7,119 $224K
Asset One Wealth Management LLC 0.03% — 6,394 $220K
Man Group plc 0.00% Add +6.0% 6,979 $219K
Tower Research Capital LLC (TRC) 0.01% Reduce -1.4% 6,953 $219K
Choreo, LLC 0.00% Add +4.2% 6,833 $218K
Mercer Global Advisors Inc. 0.00% New 6,921 $218K
GAMMA Investing LLC 0.01% Add +13.8% 6,748 $212K
Savvy Advisors, Inc. 0.01% Reduce -6.4% 6,654 $209K
Wilmington Savings Fund Society, FSB 0.00% No change 6,625 $208K
Peddock Capital Advisors, LLC 0.04% No change 6,550 $206K
MeadowBrook Investment Advisors LLC 0.18% Reduce -40.0% 6,505 $204K
Avior Wealth Management, LLC 0.01% New 6,428 $202K
Vanguard Personalized Indexing Management, LLC 0.00% New 6,375 $200K
Cwm, LLC 0.00% Add +30.1% 6,023 $189K
PNC Financial Services Group, Inc. 0.00% Add +0.8% 5,318 $167K
Walleye Trading LLC 0.00% New 5,312 $167K
Bartlett & Co. Wealth Management LLC 0.00% No change 5,000 $159K
Flagship Harbor Advisors, LLC 0.01% New 4,536 $143K
KBC Group NV 0.00% No change 4,143 $130K
JTC Employer Solutions Trustee Ltd 0.01% No change 4,000 $126K
UMB Bank, n.a. 0.00% Add +1536.3% 3,649 $115K
International Assets Investment Management, LLC 0.01% New 3,595 $113K
Catalyst Capital Advisors LLC 0.00% Reduce -62.9% 2,947 $93K
Cheviot Value Management, LLC 0.01% Add +1.3% 2,514 $87K
Smartleaf Asset Management LLC 0.00% Add +14.5% 2,653 $85K
Addison Advisors LLC 0.02% No change 2,638 $83K
Spire Wealth Management 0.00% No change 2,500 $79K
Smithfield Trust Co 0.00% No change 2,440 $77K
Caption Management, LLC 0.00% Reduce -96.4% 2,394 $75K
Osterweis Capital Management Inc. 0.00% No change 2,390 $75K
Steward Partners Investment Advisory, LLC 0.00% No change 2,305 $72K
Jones Financial Companies LLLP 0.00% Reduce -3.9% 2,300 $72K
Hantz Financial Services, Inc. 0.00% Add +60.4% 2,122 $67K
Quadrant Capital Group LLC 0.00% Reduce -14.1% 2,002 $63K
Northwestern Mutual Wealth Management Co. 0.00% Add +101.8% 1,937 $61K
Millstone Evans Group, LLC 0.03% Add +6.7% 1,868 $59K
Trust Co. of Vermont 0.00% No change 1,640 $52K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -99.9% 1,623 $51K
Scarborough Advisors, LLC 0.01% Add +15.0% 1,612 $51K
Clearstead Advisors, LLC 0.00% Add +13.8% 1,336 $42K
SageView Advisory Group, LLC 0.00% New 1,244 $39K
Bessemer Group Inc. 0.00% Add +25.1% 1,003 $32K
Zions Bancorporation, National Association 0.00% No change 1,000 $31K
Triumph Capital Management 0.01% New 935 $29K
Salomon & Ludwin, LLC 0.00% Add +1.6% 898 $28K
Bogart Wealth, LLC 0.00% No change 875 $28K
Global Retirement Partners, LLC 0.00% No change 842 $26K
MAI Capital Management 0.00% Add +5.4% 784 $25K
Caitong International Asset Management Co., Ltd 0.01% New 775 $24K
Covestor Ltd 0.01% Add +3495.2% 755 $24K
DV Trading LLC 0.00% — 700 $22K
EverSource Wealth Advisors, LLC 0.00% Reduce -18.1% 693 $22K
Parallel Advisors, LLC 0.00% Reduce -0.2% 577 $18K
Pinnacle Wealth Planning Services, Inc. 0.00% New 567 $18K
Public Employees Retirement System of Ohio 0.00% Reduce -2.6% 563 $18K
Twin Lakes Capital Management, LLC 0.01% No change 518 $16K
Los Angeles Capital Management LLC 0.00% New 550 $15K
TFC Financial Management, Inc. 0.00% Add +1.4% 444 $14K
Versant Capital Management, Inc 0.00% Add +51.4% 436 $14K
Hilltop National Bank 0.00% No change 400 $13K
Rossby Financial, LCC 0.00% Add +1.0% 393 $12K
Signaturefd, LLC 0.00% Reduce -9.9% 392 $12K
Activest Wealth Management 0.00% Add +7.5% 373 $12K
National Bank of Canada 0.00% Reduce -59.7% 330 $10K
Kemnay Advisory Services Inc. 0.00% New 325 $10K
Ameriflex Group, Inc. 0.00% New 300 $9K
Glen Eagle Advisors, LLC 0.00% New 300 $9K
Golden State Wealth Management, LLC 0.00% No change 300 $9K
Assetmark, Inc. 0.00% Add +951.9% 284 $9K
Optiver Holding B.V. 0.00% New 278 $9K
Stone House Investment Management, LLC 0.00% Add +115.1% 256 $8K
Elequin Capital, LP 0.00% New 250 $8K
First Pacific Financial 0.00% Add +1.3% 243 $8K
Crews Bank & Trust 0.00% No change 240 $8K
Bare Financial Services, Inc 0.00% Add +24.2% 231 $7K
JNBA Financial Advisors 0.00% No change 217 $7K
Larson Financial Group LLC 0.00% Add +11.4% 215 $7K
Summit Securities Group LLC 0.00% New 200 $6K
Physician Wealth Advisors, Inc. 0.00% No change 200 $6K
Fifth Third Bancorp 0.00% No change 197 $6K
Harbour Investments, Inc. 0.00% No change 182 $6K
Essential Partners LLC 0.00% Add +35.2% 173 $5K
Keating Financial Advisory Services, Inc. 0.00% — 170 $5K
Pflug Koory, LLC 0.00% No change 160 $5K
Quest 10 Wealth Builders, Inc. 0.00% No change 154 $5K
Cherry Tree Wealth Management, LLC 0.00% No change 151 $5K
1 North Wealth Services LLC 0.00% No change 135 $4K
Blue Trust, Inc. 0.00% New 115 $4K
Elevated Capital Advisors, LLC 0.00% New 103 $3K
Danske Bank A/S 0.00% Reduce -99.5% 100 $3K
Quarry LP 0.00% New 96 $3K
Parkside Financial Bank & Trust 0.00% Add +4.5% 92 $3K
TD Waterhouse Canada Inc. 0.00% Reduce -6.8% 82 $3K
Abound Wealth Management 0.00% Add +1.3% 79 $2K
Bell Investment Advisors, Inc 0.00% Reduce -51.3% 78 $2K
J.Safra Asset Management Corp 0.00% No change 72 $2K
Farmers & Merchants Investments Inc. 0.00% No change 65 $2K
Arax Advisory Partners 0.00% Reduce -95.3% 59 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 53 $2K
Bard Associates Inc. 0.00% Reduce -99.4% 50 $2K
High Note Wealth, LLC 0.00% Add +4.3% 49 $2K
NewEdge Advisors, LLC 0.00% No change 46 $1K
True Wealth Design, LLC 0.00% New 37 $1K
IFP Advisors, Inc 0.00% Add +257.1% 25 $786
Bernard Wealth Management Corp. 0.00% No change 21 $661
Ankerstar Wealth, LLC 0.00% — 20 $637
Gilpin Wealth Management, LLC 0.00% — 11 $346
Torren Management, LLC 0.00% — 11 $343
Greykasell Wealth Strategies, Inc. 0.00% New 6 $189
Dogwood Wealth Management LLC 0.00% No change 3 $94
Dunhill Financial, LLC 0.00% New 2 $78
Huntington National Bank 0.00% No change 1 $31
Sunbelt Securities, Inc. 0.00% New 1 $31
Cedar Mountain Advisors, LLC 0.00% No change 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.