Ha Sustainable InfrastructurHASI
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 387 institutions reported holding Ha Sustainable Infrastructur (HASI) in their 13F filings, up 14 from Q4 2025. 44 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($739.0M), Wellington Management Group LLP ($418.5M) and Vanguard Portfolio Management LLC ($284.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $93.1M |
| Exits | 30 | $53.7M |
All 13F filers, Q4 2025 → Q1 2026: 9,305,944 shares bought and 7,078,837 shares sold, net +2,227,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 387 holders
| BlackRock, Inc. | 0.01% | Add +2.1% | 20,109,083 | $739.0M |
| Wellington Management Group LLP | 0.08% | Reduce -8.4% | 11,388,611 | $418.5M |
| Vanguard Portfolio Management LLC | 0.01% | — | 7,738,171 | $284.4M |
| T. Rowe Price Investment Management, Inc. | 0.17% | Add +3.6% | 6,845,558 | $251.6M |
| Vanguard Capital Management LLC | 0.01% | — | 5,697,899 | $209.4M |
| State Street Corp. | 0.01% | Reduce -0.3% | 5,398,446 | $198.4M |
| Alliancebernstein L.P. | 0.05% | Reduce -4.2% | 4,574,980 | $143.8M |
| JPMorgan Chase & Co. | 0.01% | Add +50.6% | 3,954,489 | $141.7M |
| Geode Capital Management, LLC | 0.01% | Add +5.0% | 3,091,213 | $113.6M |
| Invesco Ltd. | 0.01% | Add +62.8% | 2,697,204 | $99.1M |
| Amundi | 0.02% | Reduce -2.0% | 2,422,219 | $89.0M |
| FMR LLC | 0.00% | Reduce -27.2% | 2,195,723 | $80.7M |
| Erste Asset Management GmbH | 0.73% | Reduce -2.4% | 2,197,143 | $79.0M |
| Morgan Stanley | 0.00% | Reduce -9.5% | 2,043,658 | $75.1M |
| Schroder Investment Management Group | 0.06% | Reduce -10.4% | 2,013,470 | $72.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.2% | 1,759,629 | $64.7M |
| Rockefeller Capital Management L.P. | 0.11% | Add +10.9% | 1,625,764 | $59.7M |
| Northern Trust Corp. | 0.01% | Add +13.6% | 1,577,312 | $58.0M |
| Neumeier Poma Investment Counsel LLC | 4.64% | Add +10.0% | 1,531,744 | $56.3M |
| Bank of America Corp. | 0.00% | Add +30.3% | 1,427,415 | $52.5M |
| Hood River Capital Management LLC | 0.49% | Add +56.6% | 1,323,910 | $48.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.7% | 1,271,566 | $46.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.2% | 1,188,247 | $43.7M |
| UBS Group AG | 0.01% | Add +6.4% | 1,146,158 | $42.1M |
| Swedbank AB | 0.04% | Reduce -33.2% | 1,091,528 | $40.1M |
| Aristotle Capital Boston, LLC | 2.34% | Reduce -13.8% | 1,026,245 | $37.7M |
| Deutsche Bank AG | 0.01% | Reduce -14.4% | 986,725 | $36.3M |
| Handelsbanken Fonder AB | 0.11% | Add +0.7% | 923,484 | $33.9M |
| Mizuho Markets Cayman LP | 1.78% | New | 900,000 | $33.1M |
| Storebrand Asset Management As | 0.09% | Reduce -5.6% | 878,320 | $32.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +30.3% | 854,402 | $31.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 826,302 | $30.4M |
| Tidal Investments LLC | 0.08% | New | 733,865 | $27.0M |
| Baird Financial Group, Inc. | 0.04% | Add +0.6% | 711,961 | $26.2M |
| Royal Bank of Canada | 0.00% | Reduce -8.7% | 655,489 | $24.1M |
| Principal Financial Group Inc. | 0.01% | Add +3.3% | 620,243 | $22.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Reduce -1.2% | 596,616 | $21.9M |
| Triodos Investment Management BV | 1.53% | No change | 550,000 | $20.2M |
| Border to Coast Pensions Partnership Ltd | 0.30% | Add +10.5% | 475,000 | $17.5M |
| Public Sector Pension Investment Board | 0.05% | Add +4.6% | 456,607 | $16.8M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -17.7% | 453,514 | $16.7M |
| ABN AMRO Bank N.V. | 0.17% | Add +60.5% | 428,567 | $15.9M |
| Nuveen, LLC | 0.00% | Add +0.2% | 415,563 | $15.3M |
| Sei Investments Co. | 0.01% | Add +0.8% | 411,353 | $15.1M |
| Rathbones Group PLC | 0.06% | Reduce -16.4% | 394,662 | $14.5M |
| Neuberger Berman Group LLC | 0.01% | Add +6.0% | 385,934 | $14.2M |
| First Trust Advisors LP | 0.01% | Add +25.4% | 382,976 | $14.1M |
| Rhumbline Advisers | 0.01% | Add +3.5% | 352,583 | $13.0M |
| BNP Paribas Financial Markets | 0.01% | Add +160.1% | 350,141 | $12.9M |
| LBP Am SA | 0.17% | Reduce -14.3% | 340,112 | $12.5M |
| Boston Common Asset Management, LLC | 0.76% | Add +58.4% | 319,770 | $11.8M |
| State of Wisconsin Investment Board | 0.03% | Reduce -7.3% | 308,509 | $11.3M |
| Citadel Advisors | 0.01% | Add +279.9% | 307,605 | $11.3M |
| Raiffeisen Bank International AG | 0.16% | No change | 311,710 | $11.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -11.6% | 298,765 | $11.0M |
| Legal & General Group Plc | 0.00% | Reduce -7.5% | 292,603 | $10.8M |
| Oppenheimer & Co. Inc. | 0.13% | Add +6.4% | 287,468 | $10.6M |
| EDENTREE ASSET MANAGEMENT Ltd | 3.14% | Add +11.9% | 283,800 | $10.4M |
| Credit Agricole S A | 0.03% | Add +86.3% | 277,147 | $10.2M |
| Prudential Financial Inc. | 0.01% | Reduce -5.7% | 264,685 | $9.7M |
| Citigroup Inc. | 0.01% | Add +14.3% | 259,586 | $9.5M |
| Swiss National Bank | 0.01% | Add +1.7% | 249,434 | $9.2M |
| Union Bancaire Privee, UBP SA | 0.12% | Add +170.8% | 266,234 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 231,182 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.5% | 229,265 | $8.4M |
| California Public Employees Retirement System | 0.01% | Reduce -0.4% | 226,978 | $8.3M |
| Abn Amro Investment Solutions | 0.11% | Add +29.7% | 225,941 | $8.3M |
| PFG Investments, LLC | 0.38% | Reduce -0.1% | 223,623 | $8.2M |
| Agf Management Ltd. | 0.04% | Reduce -2.0% | 222,691 | $8.2M |
| Waverly Advisors, LLC | 0.06% | Reduce -2.3% | 203,785 | $7.5M |
| Natural Investments, LLC | 1.83% | Reduce -3.4% | 202,089 | $7.4M |
| Van Eck Associates Corp. | 0.01% | Add +84.6% | 193,522 | $7.1M |
| ProShare Advisors LLC | 0.01% | Reduce -4.3% | 192,366 | $7.1M |
| Groupe la Francaise | 0.09% | Reduce -16.4% | 183,651 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.4% | 179,402 | $6.6M |
| Avalon Trust Co | 0.45% | Reduce -2.0% | 179,397 | $6.6M |
| Squarepoint Ops LLC | 0.01% | New | 178,968 | $6.6M |
| Jane Street Group, LLC | 0.01% | Add +176.7% | 175,112 | $6.4M |
| Clean Yield Group | 1.75% | Reduce -4.7% | 169,328 | $6.2M |
| Nia Impact Advisors, LLC | 2.74% | Reduce -2.9% | 167,649 | $6.2M |
| Raymond James Financial Inc. | 0.00% | Add +3.3% | 167,358 | $6.2M |
| Franklin Resources Inc. | 0.00% | Reduce -45.8% | 163,208 | $6.0M |
| Wells Fargo & Company | 0.00% | Reduce -32.3% | 162,709 | $6.0M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 156,985 | $5.9M |
| SFE Investment Counsel | 0.93% | Reduce -4.4% | 158,637 | $5.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +19.0% | 153,591 | $5.6M |
| Alps Advisors Inc. | 0.03% | Reduce -9.7% | 149,403 | $5.5M |
| California State Teachers Retirement System | 0.01% | Add +24.5% | 146,396 | $5.4M |
| LPL Financial LLC | 0.00% | Reduce -5.6% | 140,969 | $5.2M |
| CIBC Bancorp USA Inc. | 0.01% | — | 130,768 | $4.8M |
| Pathstone Holdings, LLC | 0.02% | Reduce -3.2% | 126,766 | $4.7M |
| Castlefield Investment Partners LLP | 3.48% | Add +7.0% | 123,778 | $4.5M |
| Pier Capital, LLC | 0.73% | New | 119,656 | $4.4M |
| Man Group plc | 0.01% | Add +1563.9% | 116,126 | $4.3M |
| Pallas Capital Advisors LLC | 0.16% | Reduce -9.0% | 114,260 | $4.2M |
| Trillium Asset Management, LLC | 0.14% | Reduce -20.6% | 112,227 | $4.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 111,831 | $4.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.0% | 111,590 | $4.1M |
| PDT Partners, LLC | 0.23% | New | 107,247 | $3.9M |
| Truvestments Capital LLC | 0.71% | Reduce -8.4% | 107,100 | $3.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.7% | 105,115 | $3.9M |
| Shelton Capital Management | 0.07% | Reduce -3.2% | 91,511 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.6% | 85,200 | $3.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Add +11.1% | 79,596 | $3.1M |
| American Century Companies Inc. | 0.00% | New | 84,281 | $3.1M |
| Andrew Hill Investment Advisors, Inc. | 2.72% | Add +87.6% | 82,719 | $3.0M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -40.5% | 81,451 | $3.0M |
| AQR Capital Management | 0.00% | Add +14.9% | 81,325 | $3.0M |
| Fort Sheridan Advisors LLC | 0.34% | No change | 77,649 | $2.9M |
| NFJ Investment Group, LLC | 0.11% | Reduce -0.1% | 76,481 | $2.8M |
| Eagle Global Advisors LLC | 0.10% | No change | 72,273 | $2.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -34.3% | 70,277 | $2.6M |
| Rock Point Advisors, LLC | 0.69% | Reduce -1.3% | 69,067 | $2.5M |
| Millennium Management | 0.00% | Reduce -16.8% | 68,313 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Add +0.9% | 68,097 | $2.5M |
| Advisors Preferred, LLC | 0.36% | Reduce -21.2% | 66,376 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -7.3% | 65,132 | $2.4M |
| TD Asset Management Inc | 0.00% | No change | 63,324 | $2.3M |
| Ellerson Group Inc. | 1.52% | New | 63,239 | $2.3M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -1.9% | 62,923 | $2.3M |
| Brevan Howard Capital Management LP | 0.02% | New | 62,888 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -6.0% | 60,569 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.5% | 59,526 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +29.1% | 59,296 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.1% | 58,610 | $2.2M |
| Janus Henderson Group PLC | 0.00% | No change | 57,405 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -2.1% | 56,600 | $2.1M |
| Creative Planning | 0.00% | Add +27.4% | 56,473 | $2.1M |
| Ardsley Advisory Partners LP | 0.31% | No change | 55,000 | $2.0M |
| &partners | 0.01% | Add +8.2% | 54,874 | $2.0M |
| Vanguard Global Advisers, LLC | 0.00% | — | 51,196 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -22.0% | 50,200 | $1.8M |
| DNB Asset Management AS | 0.01% | Reduce -59.0% | 48,551 | $1.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -82.3% | 47,123 | $1.7M |
| XTX Topco Ltd | 0.03% | New | 46,883 | $1.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -50.0% | 45,015 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -18.9% | 44,737 | $1.6M |
| Horst & Graben Wealth Management LLC | 0.22% | Add +0.1% | 38,911 | $1.6M |
| Abundance Wealth Counselors | 0.23% | Reduce -1.1% | 43,493 | $1.6M |
| Figure 8 Investment Strategies LLC | 1.51% | Reduce -27.1% | 42,002 | $1.5M |
| Barclays PLC | 0.00% | Reduce -81.8% | 41,945 | $1.5M |
| Voya Investment Management LLC | 0.00% | Add +51.9% | 41,625 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +189.6% | 40,958 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +7.8% | 40,706 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.7% | 39,173 | $1.4M |
| New York State Common Retirement Fund | 0.00% | No change | 38,681 | $1.4M |
| Intech Investment Management LLC | 0.01% | Reduce -53.2% | 38,393 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Reduce -0.9% | 37,663 | $1.4M |
| LaSalle St. Investment Advisors, LLC | 0.19% | Reduce -1.6% | 37,552 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce 0.0% | 36,527 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -34.7% | 35,433 | $1.3M |
| Strong Tower Advisory Services | 0.25% | Add +3.6% | 35,517 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Add +1.3% | 34,755 | $1.3M |
| Arizona State Retirement System | 0.01% | Reduce -0.8% | 34,631 | $1.3M |
| HSBC Holdings PLC | 0.00% | Reduce -31.3% | 34,557 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +17.6% | 34,551 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +3.2% | 33,976 | $1.2M |
| HRT Financial LP | 0.00% | New | 33,757 | $1.2M |
| SEB Asset Management AB | 0.01% | — | 32,900 | $1.2M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 32,012 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +1.1% | 31,566 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +0.8% | 31,237 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +15366.5% | 30,469 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 30,442 | $1.1M |
| Cascade Investment Group, Inc. | 0.72% | Reduce -6.1% | 29,810 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.4% | 29,669 | $1.1M |
| Blair William & Co. | 0.00% | Add +4.5% | 29,404 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -4.4% | 29,300 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.0% | 29,154 | $1.1M |
| Bailard, Inc. | 0.02% | Reduce -14.7% | 28,412 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +1.1% | 27,861 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | Add +4.5% | 27,800 | $1.0M |
| Natixis Advisors, LLC | 0.00% | Add +8.2% | 27,424 | $1.0M |
| Resources Management Corp. /CT/ | 0.13% | Reduce -0.5% | 26,255 | $965K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 26,076 | $958K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 25,576 | $940K |
| Nwam LLC | 0.05% | Add +29.2% | 25,279 | $929K |
| Hilltop Holdings Inc. | 0.08% | Reduce -2.5% | 24,862 | $914K |
| Allstate Corp. | 0.01% | New | 24,746 | $909K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.5% | 24,737 | $909K |
| Everett Harris & Co. | 0.01% | No change | 24,600 | $904K |
| Graham Capital Management, L.P. | 0.04% | New | 23,740 | $872K |
| Yorktown Management & Research Co Inc | 0.72% | No change | 23,550 | $865K |
| Cerity Partners LLC | 0.00% | Add +22.3% | 23,446 | $862K |
| Quantinno Capital Management LP | 0.00% | Add +27.9% | 22,355 | $822K |
| STRS Ohio | 0.00% | No change | 21,800 | $801K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.7% | 19,788 | $727K |
| Abel Hall, LLC | 0.15% | Add +4.3% | 19,362 | $712K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.6% | 18,768 | $690K |
| Maryland State Retirement & Pension System | 0.01% | Add +0.5% | 18,621 | $684K |
| Pictet Asset Management Holding SA | 0.00% | Add +14.9% | 18,542 | $681K |
| Bank of Montreal | 0.00% | Add +8.2% | 18,164 | $668K |
| AIA Group Ltd | 0.01% | No change | 18,033 | $663K |
| FIL Ltd | 0.00% | No change | 17,839 | $656K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -6.3% | 17,555 | $645K |
| Cornerstone Select Advisors, LLC | 0.39% | No change | 16,877 | $620K |
| Mariner, LLC | 0.00% | Reduce -24.7% | 16,353 | $601K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +2.2% | 15,855 | $583K |
| Keybank National Association | 0.00% | Add +17.3% | 15,516 | $570K |
| Icon Wealth Advisors, LLC | 0.04% | Add +69.3% | 13,842 | $560K |
| Harrington Investments, INC | 0.29% | Add +7.1% | 15,148 | $557K |
| Severin Investments, LLC | 0.47% | New | 15,019 | $552K |
| Sit Investment Associates Inc. | 0.01% | No change | 14,950 | $549K |
| Plan Group Financial, LLC | 0.13% | Reduce -13.0% | 14,915 | $548K |
| Mutual of America Capital Management LLC | 0.01% | Add +1.4% | 14,608 | $537K |
| Focus Partners Wealth | 0.00% | Add +13.3% | 14,543 | $534K |
| Investment Research Partners LLC | 0.22% | Add +2.1% | 14,399 | $529K |
| Values Added Financial LLC | 0.22% | No change | 14,205 | $522K |
| Wedbush Securities Inc. | 0.02% | Add +25.9% | 14,117 | $519K |
| Evergreen Capital Management LLC | 0.01% | Add +0.1% | 14,071 | $517K |
| Inspire Investing, LLC | 0.03% | Reduce -5.4% | 14,034 | $516K |
| Hartline Investment Corp./ | 0.05% | Add +28.4% | 13,504 | $496K |
| Atria Investments, Inc | 0.01% | Add +65.9% | 13,468 | $495K |
| NewEdge Wealth, LLC | 0.01% | New | 13,346 | $490K |
| Fca Corp. | 0.14% | Reduce -13.2% | 13,200 | $485K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -2.3% | 12,925 | $475K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +83.0% | 12,723 | $468K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -46.1% | 12,311 | $452K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 12,146 | $446K |
| Chesley Taft & Associates LLC | 0.02% | Add +4.6% | 11,953 | $439K |
| Xponance LLC | 0.00% | Add +21.3% | 11,757 | $432K |
| 1620 Investment Advisors, Inc. | 0.29% | Add +1.9% | 11,606 | $427K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 11,592 | $426K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.8% | 11,256 | $414K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +34.5% | 10,944 | $406K |
| Colorado Capital Management, Inc. | 0.15% | Reduce -4.7% | 11,040 | $406K |
| Tred Avon Family Wealth, LLC | 0.13% | No change | 10,950 | $402K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.6% | 10,786 | $396K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +69.2% | 10,784 | $396K |
| Schnieders Capital Management, Llc. | 0.06% | New | 10,700 | $393K |
| Guidance Capital, Inc. | 0.09% | No change | 9,111 | $392K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.5% | 10,481 | $385K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,404 | $382K |
| Algert Global LLC | 0.01% | New | 10,330 | $380K |
| Seelaus Asset Management LLC | 0.27% | Reduce -0.6% | 10,280 | $378K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 10,024 | $368K |
| CIBC Asset Management Inc | 0.00% | Add +7.8% | 9,788 | $360K |
| Pine Haven Investment Counsel, Inc | 0.26% | Add +2.7% | 9,518 | $350K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 9,280 | $341K |
| Gateway Wealth Partners, LLC | 0.01% | New | 9,260 | $340K |
| DAVENPORT & Co LLC | 0.00% | New | 9,185 | $338K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 9,122 | $335K |
| Invested Advisors | 0.34% | Reduce -0.5% | 9,104 | $335K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -71.5% | 9,068 | $333K |
| American Trust Investment Advisors, LLC | 0.18% | No change | 8,990 | $330K |
| Sound Income Strategies, LLC | 0.02% | Reduce -2.0% | 8,778 | $330K |
| Modera Wealth Management, LLC | 0.00% | No change | 8,844 | $325K |
| Mercer Global Advisors Inc. | 0.00% | Add +25.6% | 8,690 | $319K |
| SMH Capital Advisors Inc. | 0.90% | Reduce -0.2% | 8,663 | $318K |
| Stance Capital LLC | 0.15% | Add +14.7% | 8,635 | $317K |
| EFG International AG | 0.01% | Reduce -1.3% | 8,505 | $313K |
| Swiss Life Asset Management Ltd | 0.00% | New | 8,496 | $312K |
| Brooklyn Investment Group | 0.01% | Reduce -12.6% | 8,426 | $310K |
| Cascade Financial Partners, LLC | 0.03% | No change | 8,379 | $308K |
| Pekin Hardy Strauss, Inc. | 0.03% | Add +14.6% | 8,375 | $308K |
| State of Wyoming | 0.04% | Reduce -36.0% | 8,237 | $303K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -17.9% | 8,123 | $299K |
| US Bancorp \de | 0.00% | Add +2.6% | 8,094 | $297K |
| Allworth Financial LP | 0.00% | Add +1.1% | 8,052 | $296K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -1.1% | 8,020 | $295K |
| GAMMA Investing LLC | 0.01% | Add +15.8% | 7,813 | $287K |
| TCW Group Inc. | 0.00% | Reduce -10.7% | 7,778 | $286K |
| Spirit of America Management Corp. | 0.06% | No change | 7,717 | $284K |
| Caprock Group, LLC | 0.01% | Reduce -0.9% | 7,277 | $267K |
| Ironwood Investment Counsel, LLC | 0.04% | Add +0.7% | 7,230 | $266K |
| Choreo, LLC | 0.00% | Add +4.6% | 7,147 | $263K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -0.9% | 7,016 | $258K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -15.4% | 6,993 | $257K |
| Savvy Advisors, Inc. | 0.01% | Add +1.1% | 6,728 | $247K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 6,625 | $243K |
| Peddock Capital Advisors, LLC | 0.05% | No change | 6,550 | $241K |
| Ethic Inc. | 0.00% | New | 6,541 | $240K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -87.7% | 6,493 | $239K |
| Avior Wealth Management, LLC | 0.01% | Add +0.1% | 6,432 | $236K |
| Corient Private Wealth LP | 0.00% | Reduce -18.0% | 6,384 | $235K |
| Profund Advisors LLC | 0.01% | Reduce -43.6% | 6,292 | $231K |
| First Affirmative Financial Network | 0.09% | — | 6,215 | $228K |
| Cwm, LLC | 0.00% | Add +1.5% | 6,111 | $225K |
| Captrust Financial Advisors | 0.00% | New | 6,099 | $224K |
| Argonautica Private Wealth Management, Inc. | 0.07% | New | 6,025 | $221K |
| Cibc World Market Inc. | 0.00% | New | 5,973 | $220K |
| Baldwin Wealth Partners LLC | 0.02% | New | 5,950 | $219K |
| Reynders McVeigh Capital Management, LLC | 0.01% | New | 5,838 | $215K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $211K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.0% | 5,744 | $211K |
| Merit Financial Group, LLC | 0.00% | New | 5,500 | $202K |
| Kestra Investment Management, LLC | 0.00% | New | 5,485 | $202K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +200.7% | 4,880 | $179K |
| Walleye Trading LLC | 0.00% | Reduce -16.6% | 4,429 | $163K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4914.6% | 4,112 | $154K |
| Sterling Capital Management LLC | 0.00% | Reduce -41.6% | 4,155 | $153K |
| KBC Group NV | 0.00% | No change | 4,143 | $152K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 4,000 | $147K |
| CENTRAL TRUST Co | 0.00% | New | 4,000 | $147K |
| International Assets Investment Management, LLC | 0.01% | No change | 3,595 | $135K |
| Scarborough Advisors, LLC | 0.01% | Add +127.1% | 3,661 | $135K |
| UMB Bank, n.a. | 0.00% | No change | 3,649 | $134K |
| MeadowBrook Investment Advisors LLC | 0.10% | Reduce -53.2% | 3,045 | $112K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 2,947 | $108K |
| Jones Financial Companies LLLP | 0.00% | Add +24.5% | 2,863 | $104K |
| Addison Advisors LLC | 0.02% | Reduce -0.1% | 2,635 | $97K |
| Hantz Financial Services, Inc. | 0.00% | Add +23.6% | 2,622 | $96K |
| Cheviot Value Management, LLC | 0.01% | No change | 2,514 | $92K |
| Spire Wealth Management | 0.00% | No change | 2,500 | $92K |
| Smithfield Trust Co | 0.00% | No change | 2,440 | $89K |
| Osterweis Capital Management Inc. | 0.01% | No change | 2,390 | $88K |
| Clearstead Advisors, LLC | 0.00% | Add +77.8% | 2,375 | $87K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,305 | $85K |
| Quadrant Capital Group LLC | 0.00% | No change | 2,002 | $74K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,937 | $71K |
| Millstone Evans Group, LLC | 0.04% | Reduce -6.3% | 1,750 | $64K |
| MPWM Advisory Solutions, LLC | 0.03% | New | 1,700 | $62K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -50.3% | 1,319 | $47K |
| Bessemer Group Inc. | 0.00% | Add +14.4% | 1,147 | $42K |
| Manchester Capital Management LLC | 0.01% | New | 1,122 | $41K |
| Kemnay Advisory Services Inc. | 0.01% | Add +208.3% | 1,002 | $37K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +25.2% | 970 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +33.3% | 924 | $34K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.6% | 893 | $33K |
| Bogart Wealth, LLC | 0.00% | No change | 875 | $32K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 840 | $31K |
| MAI Capital Management | 0.00% | Add +0.1% | 785 | $29K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +28.0% | 726 | $27K |
| Los Angeles Capital Management LLC | 0.00% | Add +32.0% | 726 | $27K |
| Versant Capital Management, Inc | 0.00% | Add +56.6% | 683 | $25K |
| Harbour Investments, Inc. | 0.00% | Add +258.2% | 652 | $24K |
| Parallel Advisors, LLC | 0.00% | Add +9.0% | 629 | $23K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.8% | 573 | $21K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 518 | $19K |
| Phillip James Consulting Co. | 0.01% | New | 503 | $18K |
| Mather Group, Llc. | 0.00% | New | 473 | $17K |
| Activest Wealth Management | 0.00% | Add +20.6% | 450 | $17K |
| TFC Financial Management, Inc. | 0.00% | Add +1.4% | 450 | $17K |
| Rossby Financial, LCC | 0.00% | Add +8.7% | 427 | $16K |
| Triumph Capital Management | 0.00% | Reduce -56.7% | 405 | $15K |
| Hilltop National Bank | 0.00% | No change | 400 | $15K |
| Signaturefd, LLC | 0.00% | No change | 392 | $14K |
| Chilton Capital Management LLC | 0.00% | New | 369 | $14K |
| Ameriflex Group, Inc. | 0.01% | No change | 300 | $11K |
| Golden State Wealth Management, LLC | 0.00% | No change | 300 | $11K |
| Assetmark, Inc. | 0.00% | Add +4.2% | 296 | $11K |
| Bare Financial Services, Inc | 0.00% | Add +25.1% | 289 | $11K |
| National Bank of Canada | 0.00% | Reduce -13.3% | 286 | $10K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 278 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +59.4% | 271 | $10K |
| Larson Financial Group LLC | 0.00% | Add +20.0% | 258 | $9K |
| Stone House Investment Management, LLC | 0.00% | No change | 256 | $9K |
| First Pacific Financial | 0.00% | Add +1.2% | 246 | $9K |
| Crews Bank & Trust | 0.00% | No change | 240 | $9K |
| Arax Advisory Partners | 0.00% | Add +264.4% | 215 | $8K |
| JNBA Financial Advisors | 0.00% | No change | 217 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +7.5% | 215 | $8K |
| Essential Partners LLC | 0.00% | No change | 173 | $6K |
| Pflug Koory, LLC | 0.00% | No change | 160 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 154 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 151 | $6K |
| Brown Shipley& Co Ltd | 0.00% | New | 150 | $6K |
| Optiver Holding B.V. | 0.00% | Reduce -49.6% | 140 | $5K |
| 1 North Wealth Services LLC | 0.00% | No change | 135 | $5K |
| Blue Trust, Inc. | 0.00% | No change | 115 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +38.5% | 108 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 103 | $4K |
| Elequin Capital, LP | 0.00% | Reduce -62.4% | 94 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.1% | 93 | $3K |
| Root Financial Partners, LLC | 0.00% | New | 91 | $3K |
| Abound Wealth Management | 0.00% | No change | 79 | $3K |
| 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 | 49 | $2K |
| Covestor Ltd | 0.00% | Reduce -96.3% | 28 | $1K |
| Advisory Services Network, LLC | 0.00% | New | 27 | $992 |
| IFP Advisors, Inc | 0.00% | No change | 25 | $919 |
| Gilpin Wealth Management, LLC | 0.00% | Add +90.9% | 21 | $772 |
| Bernard Wealth Management Corp. | 0.00% | No change | 21 | $772 |
| Ankerstar Wealth, LLC | 0.00% | No change | 20 | $735 |
| Torren Management, LLC | 0.00% | No change | 11 | $406 |
| True Wealth Design, LLC | 0.00% | Reduce -70.3% | 11 | $405 |
| Neo Ivy Capital Management | 0.00% | New | 10 | $367 |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 6 | $221 |
| JPL Wealth Management, LLC | 0.00% | New | 5 | $184 |
| Rothschild Investment LLC | 0.00% | New | 3 | $110 |
| Dogwood Wealth Management LLC | 0.00% | No change | 3 | $110 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $91 |
| Huntington National Bank | 0.00% | No change | 1 | $37 |
| Sunbelt Securities, Inc. | 0.00% | No change | 1 | $37 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 1 | $37 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $37 |
"% of holder's portfolio" is HASI's weight in each manager's 13F, not the share of Ha Sustainable Infrastructur the manager owns.