IMPAX FUNDS SERIES TRUST I - BLDX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Millstone Evans Group, LLC | History | New | 403,194 | 10,506 | 5.68% | — | 1 | +403,194 | New | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 333,285 | 8,684 | 0.21% | 0.09% | 2 | +203,034 | 155.88% | Q2 2026 | Aug 14, 2026 |
| SK Wealth Management, LLC | History | New | 164,637 | 4,339 | 0.98% | — | 3 | +164,637 | New | Q2 2026 | Aug 11, 2026 |
| Allodium Investment Consultants, LLC | History | New | 111,523 | 2,906 | 1.23% | — | 4 | +111,523 | New | Q2 2026 | Jul 14, 2026 |
| Sparta 24 Ltd. | History | New | 2,047,195 | 2,678 | 2.46% | — | 5 | +2,047,195 | New | Q2 2026 | Aug 03, 2026 |
| PFG Investments, LLC | History | Added to | 84,273 | 2,196 | 0.09% | 0.06% | 6 | +34,558 | 69.51% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 36,127 | 941 | 0.0% | 0.0% | 7 | -56,172 | -60.86% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 33,253 | 866 | 0.0% | 0.0% | 8 | +14,146 | 74.04% | Q2 2026 | Aug 07, 2026 |
| Financial Insights, Inc. | History | Reduced | 29,228 | 761 | 0.2% | 0.25% | 9 | -554 | -1.86% | Q2 2026 | Aug 25, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 28,648 | 746 | 0.16% | 0.18% | 10 | +278 | 0.98% | Q2 2026 | Aug 14, 2026 |
| Greenwich Wealth Management LLC | History | No change | 26,180 | 682 | 0.02% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mason & Associates Inc | History | New | 24,034 | 626 | 0.1% | — | 12 | +24,034 | New | Q2 2026 | Jul 23, 2026 |
| Operose Advisors LLC | History | New | 22,354 | 582 | 0.11% | — | 13 | +22,354 | New | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,506 | 534 | 0.0% | 0.0% | 14 | +200 | 0.98% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 17,083 | 445 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 13,829 | 360 | 0.0% | 0.01% | 16 | -5,163 | -27.19% | Q2 2026 | Jul 28, 2026 |
| LPWM LLC | History | Added to | 12,689 | 330 | 0.07% | 0.08% | 17 | +80 | 0.63% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,076 | 236 | 0.0% | 0.0% | 18 | -1,434 | -13.64% | Q2 2026 | Sep 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,909 | 206 | 0.0% | 0.0% | 19 | -2,462 | -23.74% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 5,139 | 133 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 4,829 | 125 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,836 | 73 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 2,044 | 52 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,382 | 36 | 0.03% | 0.01% | 24 | +1,003 | 264.64% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | New | 1,038 | 27 | 0.01% | — | 25 | +1,038 | New | Q2 2026 | Jul 01, 2026 |
| Phillip James Consulting Co. | History | New | 785 | 20 | 0.01% | — | 26 | +785 | New | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | New | 124 | 3 | 0.0% | — | 27 | +124 | New | Q2 2026 | Aug 12, 2026 |
| Impax Asset Management Group plc | History | Closed out | 0 | 0 | — | 0.49% | — | -2,755,857 | -100.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q2 2026 | Aug 13, 2026 |