IMPAX FUNDS SERIES TRUST I (BLDX)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
25
Reporting holders
$35.9M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Millstone Evans Group, LLC | $10.5M | 403,194 | 5.68% | new | NEW |
| WCG Wealth Advisors LLC | $8.7M | 333,285 | 0.21% | 2q | +155.9%+$5.3M |
| SK Wealth Management, LLC | $4.3M | 164,637 | 0.98% | new | NEW |
| Allodium Investment Consultants, LLC | $2.9M | 111,523 | 1.23% | new | NEW |
| Sparta 24 Ltd. | $2.7M | 2,047,195 | 2.46% | new | NEW |
| PFG Investments, LLC | $2.2M | 84,273 | 0.09% | 2q | +69.5%+$900.5K |
| JANE STREET GROUP, LLC | $941.4K | 36,127 | 0.00% | 2q | -60.9%-$1.5M |
| Corient Private Wealth LP | $899.7K | 66,670 | 0.00% | new | NEW |
| LPL Financial LLC | $866.5K | 33,253 | 0.00% | 2q | +74.0%+$368.6K |
| Milestone Investment Advisors LLC | $746.5K | 28,648 | 0.16% | 2q | +1.0%+$7.2K |
| Mason & Associates Inc | $626.3K | 24,034 | 0.10% | new | NEW |
| Operose Advisors LLC | $582.5K | 22,354 | 0.11% | new | NEW |
| Kestra Advisory Services, LLC | $534.4K | 20,506 | 0.00% | 2q | +1.0%+$5.2K |
| Clearstead Advisors, LLC | $445.2K | 17,083 | 0.00% | 2q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $360.4K | 13,829 | 0.00% | 2q | -27.2%-$134.5K |
| LPWM LLC | $330.7K | 12,689 | 0.07% | 2q | +0.6%+$2.1K |
| CITADEL ADVISORS LLC | $236.5K | 9,076 | 0.00% | 2q | -13.6%-$37.4K |
| HighTower Advisors, LLC | $206.1K | 7,909 | 0.00% | 2q | -23.7%-$64.2K |
| ASSETMARK, INC | $133.9K | 5,139 | 0.00% | 2q | HELD |
| Medallion Wealth Advisors, LLC | $125.8K | 4,829 | 0.04% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $73.9K | 2,836 | 0.00% | 2q | HELD |
| Godfrey Financial Associates, Inc. | $36.0K | 1,382 | 0.03% | 2q | +264.6%+$26.1K |
| Noble Wealth Management PBC | $27.1K | 1,038 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $22.3K | 856 | 0.00% | new | NEW |
| Phillip James Consulting Co. | $20.5K | 785 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $3.2K | 124 | 0.00% | new | NEW |
| Greenwich Wealth Management LLC | $682 | 26,180 | 0.02% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 25 | $35.9M | 1,406,079 | 10 | 7 | 4 | 0.0% |
| Q1 2026 | 19 | $82.3M | 3,210,601 | 19 | 0 | 0 | 0.0% |