Who Owns IMPAX FUNDS SERIES TRUST I (BLDX)? -- Institutional Holders (2026-06-30)
29 institutions reported holding $38.8M of IMPAX FUNDS SERIES TRUST I (BLDX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Millstone Evans Group, LLC ($10.5M), WCG Wealth Advisors LLC ($8.7M), SK Wealth Management, LLC ($4.3M), Allodium Investment Consultants, LLC ($2.9M), Sparta 24 Ltd. ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Millstone Evans Group, LLC | $10.5M | 403,194 | New |
| 2 | WCG Wealth Advisors LLC | $8.7M | 333,285 | Added |
| 3 | SK Wealth Management, LLC | $4.3M | 164,637 | New |
| 4 | Allodium Investment Consultants, LLC | $2.9M | 111,523 | New |
| 5 | Sparta 24 Ltd. | $2.7M | 2.0M | New |
| 6 | PFG Investments, LLC | $2.2M | 84,273 | Added |
| 7 | JANE STREET GROUP, LLC | $941,415 | 36,127 | Trimmed |
| 8 | LPL Financial LLC | $866,523 | 33,253 | Added |
| 9 | Milestone Investment Advisors LLC | $746,521 | 28,648 | Added |
| 10 | Greenwich Wealth Management LLC | $682,000 | 26,180 | Hold |
| 11 | Mason & Associates Inc | $626,290 | 24,034 | New |
| 12 | Operose Advisors LLC | $582,507 | 22,354 | New |
| 13 | Kestra Advisory Services, LLC | $534,351 | 20,506 | Added |
| 14 | Corient Private Wealth LLC | $449,847 | 33,335 | New |
| 15 | Clearstead Advisors, LLC | $445,158 | 17,083 | Hold |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $360,363 | 13,829 | Trimmed |
| 17 | LPWM LLC | $330,656 | 12,689 | Added |
| 18 | CITADEL ADVISORS LLC | $236,507 | 9,076 | Trimmed |
| 19 | HighTower Advisors, LLC | $206,084 | 7,909 | Trimmed |
| 20 | ASSETMARK, INC | $133,915 | 5,139 | Hold |
| 21 | Medallion Wealth Advisors, LLC | $125,834 | 4,829 | Hold |
| 22 | OSAIC HOLDINGS, INC. | $73,906 | 2,836 | Hold |
| 23 | Godfrey Financial Associates, Inc. | $36,004 | 1,382 | Added |
| 24 | Noble Wealth Management PBC | $27,051 | 1,038 | New |
| 25 | Integrated Wealth Concepts LLC | $22,306 | 856 | New |
Source: SEC Form 13F filings · as of 2026-06-30