13F Insight
DOSSIER · 13F Holders · Q2 2026
BLDX

IMPAX FUNDS SERIES TRUST I

29 institutions still hold IMPAX FUNDS SERIES TRUST I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 704223387·29 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$41M
visible holders
Holders
29
filers reporting
Concentration
25.88%
Millstone Evans Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

29 institutions reported BLDX in Q2 2026. Millstone Evans Group, LLC leads at 25.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Millstone Evans Group, LLC
CIK 0002041943
$11M403K5.68%Q2 202602
WCG Wealth Advisors LLC
CIK 0001855713
$9M333K0.21%Q2 202603
SK Wealth Management, LLC
CIK 0001867958
$4M165K0.98%Q2 202604
Allodium Investment Consultants, LLC
CIK 0002052983
$3M123K1.24%Q3 202605
Sparta 24 Ltd.
CIK 0001967706
$3M2.0M2.46%Q2 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M92K0.00%Q1 202607
PFG Investments, LLC
CIK 0001973224
$2M84K0.09%Q2 202608
LPL Financial LLC
CIK 0001403438
$867K33K0.00%Q2 202609
Financial Insights, Inc.
CIK 0001642058
$762K29K0.20%Q2 202610
Milestone Investment Advisors LLC
CIK 0001967018
$747K29K0.16%Q2 202611
Greenwich Wealth Management LLC
CIK 0001439805
$671K26K0.03%Q1 202612
Mason & Associates Inc
CIK 0001917686
$626K24K0.10%Q2 202613
Operose Advisors LLC
CIK 0001909750
$583K22K0.11%Q2 202614
Kestra Advisory Services, LLC
CIK 0001830819
$534K21K0.00%Q2 202615
Corient Private Wealth LLC
CIK 0001948780
$450K33K0.00%Q2 202616
Clearstead Advisors, LLC
CIK 0000842775
$445K17K0.00%Q2 202617
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$360K14K0.00%Q2 202618
LPWM LLC
CIK 0001801101
$311K13K0.07%Q3 202619
CITADEL ADVISORS LLC
CIK 0001423053
$237K9K0.00%Q2 202620
HighTower Advisors, LLC
CIK 0001462245
$206K8K0.00%Q2 2026
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