Ha Sustainable InfrastructurHASI

13F holders, Q1 2026 (March 31)
387holders +14
44new positions
30sold out
3famous investors
$36.50avg. 13F price*

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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions44$93.1M
Exits30$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.