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 | No change | 403,194 | 10,506 | 5.68% | 5.68% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | No change | 333,285 | 8,684 | 0.21% | 0.21% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SK Wealth Management, LLC | History | No change | 164,637 | 4,339 | 0.98% | 0.98% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 123,376 | 3,023 | 1.24% | 1.23% | 4 | +11,853 | 10.63% | Q3 2026 | Oct 14, 2026 |
| Sparta 24 Ltd. | History | No change | 2,047,195 | 2,678 | 2.46% | 2.46% | 5 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Investments, LLC | History | No change | 84,273 | 2,196 | 0.09% | 0.09% | 6 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 36,127 | 941 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 33,253 | 866 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Insights, Inc. | History | Added to | 32,343 | 792 | 0.2% | 0.2% | 9 | +3,115 | 10.66% | Q3 2026 | Oct 27, 2026 |
| Milestone Investment Advisors LLC | History | No change | 28,648 | 746 | 0.16% | 0.16% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenwich Wealth Management LLC | History | No change | 26,180 | 682 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mason & Associates Inc | History | No change | 24,034 | 626 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Operose Advisors LLC | History | No change | 22,354 | 582 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 20,506 | 502 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q3 2026 | Nov 02, 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 | No change | 13,829 | 338 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| LPWM LLC | History | No change | 12,689 | 310 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,076 | 236 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HighTower Advisors, LLC | History | No change | 7,909 | 206 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 5,139 | 125 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q3 2026 | Oct 21, 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 |
| Godfrey Financial Associates, Inc. | History | No change | 1,382 | 36 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | No change | 1,038 | 25 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Phillip James Consulting Co. | History | No change | 785 | 19 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 124 | 3 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 100 | 2 | 0.0% | — | 27 | +100 | New | Q3 2026 | Oct 20, 2026 |