CUSIP 02364V206
GREYSTONE HOUSING IMPACT INV
87 institutions · $23.9M total · 2,854,012 shares · GHI
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 392,523 | $2.7M | 13.75% | 2025-12-31 |
| 2 | Raymond James Financial Services Advisors, Inc. | 170,099 | $2.4M | 5.95% | 2024-09-30 |
| 3 | Equitable Holdings, Inc. | 333,875 | $2.3M | 11.69% | 2025-12-31 |
| 4 | RAYMOND JAMES & ASSOCIATES | 147,123 | $2.1M | 5.15% | 2024-09-30 |
| 5 | Royal Bank of Canada | 265,434 | $1.8M | 9.30% | 2025-12-31 |
| 6 | BLUEFIN CAPITAL MANAGEMENT, LLC | 103,201 | $1.2M | 3.61% | 2025-06-30 |
| 7 | CITADEL ADVISORS LLC | 154,734 | $1.1M | 5.42% | 2025-12-31 |
| 8 | Bullseye Investment Management, LLC | 84,189 | $1.0M | 2.94% | 2025-12-31 |
| 9 | RAYMOND JAMES FINANCIAL INC | 140,692 | $969.4K | 4.92% | 2025-12-31 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 67,612 | $465.8K | 2.36% | 2025-12-31 |
| 11 | America First Investment Advisors, LLC | 65,528 | $451.5K | 2.29% | 2025-12-31 |
| 12 | Aveo Capital Partners, LLC | 31,874 | $447.2K | 1.11% | 2024-09-30 |
| 13 | Freestone Capital Holdings, LLC | 40,927 | $421.5K | 1.43% | 2025-09-30 |
| 14 | JONES FINANCIAL COMPANIES LLLP | 32,632 | $349.2K | 1.14% | 2025-03-31 |
| 15 | STIFEL FINANCIAL CORP | 48,373 | $333.3K | 1.69% | 2025-12-31 |
| 16 | US BANCORP \DE\ | 30,294 | $312.0K | 1.06% | 2025-09-30 |
| 17 | Larson Financial Group LLC | 44,565 | $307.1K | 1.56% | 2025-12-31 |
| 18 | Tradition Wealth Management, LLC | 20,743 | $291.0K | 0.72% | 2024-09-30 |
| 19 | Fiduciary Trust Co | 27,395 | $282.2K | 0.95% | 2025-09-30 |
| 20 | Jump Financial, LLC | 38,400 | $264.6K | 1.34% | 2025-12-31 |
| 21 | Lido Advisors, LLC | 18,155 | $230.6K | 0.63% | 2025-03-31 |
| 22 | BANK OF AMERICA CORP /DE/ | 21,071 | $217.0K | 0.73% | 2025-12-31 |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30,260 | $215.1K | 1.06% | 2025-12-31 |
| 24 | Samalin Investment Counsel, LLC | 30,621 | $211.0K | 1.07% | 2025-12-31 |
| 25 | WELLS FARGO & COMPANY/MN | 29,467 | $203.0K | 1.03% | 2025-12-31 |
| 26 | XML Financial, LLC | 14,208 | $199.3K | 0.49% | 2024-09-30 |
| 27 | MGO ONE SEVEN LLC | 28,859 | $198.8K | 1.01% | 2025-12-31 |
| 28 | Mariner, LLC | 16,012 | $197.4K | 0.56% | 2025-03-31 |
| 29 | Royal Capital Wealth Management, LLC | 17,996 | $185.4K | 0.63% | 2025-09-30 |
| 30 | Private Advisor Group, LLC | 12,769 | $179.1K | 0.44% | 2024-09-30 |
| 31 | IFG Advisory, LLC | 13,268 | $163.6K | 0.46% | 2025-03-31 |
| 32 | UBS Group AG | 22,476 | $154.9K | 0.78% | 2025-12-31 |
| 33 | Savvy Advisors, Inc. | 12,900 | $132.9K | 0.45% | 2025-09-30 |
| 34 | PFG Investments, LLC | 12,258 | $126.3K | 0.42% | 2025-09-30 |
| 35 | &PARTNERS | 11,931 | $122.9K | 0.41% | 2025-09-30 |
| 36 | INTEGRITY ALLIANCE, LLC. | 16,534 | $113.9K | 0.57% | 2025-12-31 |
| 37 | Creative Planning | 15,229 | $104.9K | 0.53% | 2025-12-31 |
| 38 | Cetera Investment Advisers | 14,108 | $97.2K | 0.49% | 2025-12-31 |
| 39 | NewEdge Advisors, LLC | 13,106 | $90.3K | 0.45% | 2025-12-31 |
| 40 | SOA Wealth Advisors, LLC. | 12,166 | $83.8K | 0.42% | 2025-12-31 |
| 41 | OSAIC HOLDINGS, INC. | 12,152 | $83.7K | 0.42% | 2025-12-31 |
| 42 | Kestra Advisory Services, LLC | 11,461 | $79.0K | 0.40% | 2025-12-31 |
| 43 | ING GROEP NV | 11,300 | $77.9K | 0.39% | 2025-12-31 |
| 44 | LPL Financial LLC | 11,099 | $76.5K | 0.38% | 2025-12-31 |
| 45 | Corient Private Wealth LLC | 10,301 | $71.0K | 0.36% | 2025-12-31 |
| 46 | Gladstone Institutional Advisory LLC | 10,293 | $70.9K | 0.36% | 2025-12-31 |
| 47 | STEPHENS INC /AR/ | 10,082 | $69.5K | 0.35% | 2025-12-31 |
| 48 | EverSource Wealth Advisors, LLC | 10,000 | $68.9K | 0.35% | 2025-12-31 |
| 49 | Advisory Services Network, LLC | 6,666 | $68.7K | 0.23% | 2025-09-30 |
| 50 | JANE STREET GROUP, LLC | 9,329 | $64.3K | 0.32% | 2025-12-31 |
| 51 | BALDWIN WEALTH PARTNERS LLC/MA | 4,324 | $60.7K | 0.15% | 2024-09-30 |
| 52 | Newbridge Financial Services Group, Inc. | 5,907 | $60.5K | 0.20% | 2024-12-31 |
| 53 | MOTCO | 4,152 | $45.8K | 0.14% | 2025-06-30 |
| 54 | NATIXIS | 4,372 | $44.8K | 0.15% | 2024-12-31 |
| 55 | Ameritas Advisory Services, LLC | 3,238 | $33.3K | 0.11% | 2025-09-30 |
| 56 | Jaffetilchin Investment Partners, LLC | 2,243 | $31.5K | 0.07% | 2024-09-30 |
| 57 | AllSquare Wealth Management LLC | 2,767 | $28.5K | 0.09% | 2025-12-31 |
| 58 | JPMORGAN CHASE & CO | 2,420 | $24.9K | 0.08% | 2025-09-30 |
| 59 | Fortitude Family Office, LLC | 1,381 | $19.4K | 0.04% | 2024-09-30 |
| 60 | GROUP ONE TRADING LLC | 1,144 | $11.8K | 0.04% | 2025-09-30 |
| 61 | ROTHSCHILD INVESTMENT LLC | 926 | $11.4K | 0.03% | 2025-03-31 |
| 62 | CoreCap Advisors, LLC | 1,604 | $11.1K | 0.05% | 2025-12-31 |
| 63 | Hilltop National Bank | 1,036 | $10.7K | 0.03% | 2025-09-30 |
| 64 | Geneos Wealth Management Inc. | 1,402 | $9.7K | 0.04% | 2025-12-31 |
| 65 | NBC SECURITIES, INC. | 828 | $8.5K | 0.02% | 2025-09-30 |
| 66 | MAI Capital Management | 689 | $7.1K | 0.02% | 2024-12-31 |
| 67 | Heritage Wealth Advisors | 972 | $6.7K | 0.03% | 2025-12-31 |
| 68 | Russell Investments Group, Ltd. | 625 | $6.4K | 0.02% | 2025-09-30 |
| 69 | Global Financial Private Client, LLC | 352 | $4.3K | 0.01% | 2025-03-31 |
| 70 | Scarborough Advisors, LLC | 353 | $3.6K | 0.01% | 2025-12-31 |
| 71 | EASTERN BANK | 500 | $3.4K | 0.01% | 2025-12-31 |
| 72 | BARCLAYS PLC | 278 | $1.9K | 0.00% | 2025-12-31 |
| 73 | Tower Research Capital LLC (TRC) | 203 | $1.4K | 0.00% | 2025-12-31 |
| 74 | Blue Trust, Inc. | 90 | $1.3K | 0.00% | 2024-09-30 |
| 75 | Cape Investment Advisory, Inc. | 114 | $1.3K | 0.00% | 2025-06-30 |
| 76 | Hexagon Capital Partners LLC | 62 | $764 | 0.00% | 2025-03-31 |
| 77 | Rockefeller Capital Management L.P. | 104 | $722 | 0.00% | 2025-12-31 |
| 78 | GSA CAPITAL PARTNERS LLP | 41,444 | $286 | 1.45% | 2025-12-31 |
| 79 | Virtu Financial LLC | 16,001 | $164 | 0.56% | 2024-12-31 |
| 80 | Cambridge Investment Research Advisors, Inc. | 21,644 | $149 | 0.75% | 2025-12-31 |
| 81 | COMMONWEALTH EQUITY SERVICES, LLC | 10,443 | $118 | 0.36% | 2025-06-30 |
| 82 | HRT FINANCIAL LP | 14,746 | $101 | 0.51% | 2025-12-31 |
| 83 | SIMPLEX TRADING, LLC | 1,355 | $15 | 0.04% | 2025-06-30 |
| 84 | Millstone Evans Group, LLC | 1 | $12 | 0.00% | 2025-03-31 |
| 85 | HUNTINGTON NATIONAL BANK | 1 | $7 | 0.00% | 2025-12-31 |
| 86 | CIBC Private Wealth Group LLC | 1 | $7 | 0.00% | 2025-12-31 |
| 87 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |