DaveManuel.com · Institutional Ownership · Who Owns It
IMPAX FUNDS SERIES TRUST I (BLDX)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
25
Reporting holders
$36.4M
Reported value
0.0%
Calls
0.0%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | |
| 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 |
| LPL Financial LLC | $866.5K | 33,253 | 0.00% | 2q | +74.0%+$368.6K |
| Financial Insights, Inc. | $761.6K | 29,228 | 0.20% | 2q | -1.9%-$14.4K |
| Milestone Investment Advisors LLC | $746.5K | 28,648 | 0.16% | 2q | +1.0%+$7.2K |
| Greenwich Wealth Management LLC | $682.0K | 26,180 | 0.02% | 2q | HELD |
| 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 |
| Phillip James Consulting Co. | $20.5K | 785 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $3.2K | 124 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $4.3M | 174,685 | 1 | 2 | 0 | 0.0% |
| Q2 2026 | 25 | $36.4M | 1,393,961 | 8 | 7 | 5 | 0.0% |
| Q1 2026 | 20 | $83.0M | 3,236,781 | 20 | 0 | 0 | 0.0% |