Who Owns IMPAX FUNDS SERIES TRUST I (BLDX)? -- Institutional Holders (2026-06-30)

28 institutions reported holding $39.1M 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	Financial Insights, Inc.	$761,629	29,228	Trimmed
10	Milestone Investment Advisors LLC	$746,521	28,648	Added
11	Greenwich Wealth Management LLC	$682,000	26,180	Hold
12	Mason & Associates Inc	$626,290	24,034	New
13	Operose Advisors LLC	$582,507	22,354	New
14	Kestra Advisory Services, LLC	$534,351	20,506	Added
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	Phillip James Consulting Co.	$20,456	785	New

来源：SEC 13F 申报文件 · 截至 2026-06-30