IMPAX FUNDS SERIES TRUST I BLDX
GLOB SUS INF ETF · ETP · CUSIP 704223387
27
institutional holders
+7 vs Q1 2026
3.4m
shares reported held*
$39.1mreported value*
10 new
7 added
5 reduced
2 sold out
net sold ≈ $45.3m (+207.3k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $11.35.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2026 | 20 |
| Q2 2026 | 27 |
Biggest buyers
| Sparta 24 Ltd. | New | +2.0m |
| Millstone Evans Group, LLC | New | +403.2k |
| WCG Wealth Advisors LLC | Added | +203.0k |
| SK Wealth Management, LLC | New | +164.6k |
| Allodium Investment Consultants, LLC | New | +111.5k |
| PFG Investments, LLC | Added | +34.6k |
| Mason & Associates Inc | New | +24.0k |
| Operose Advisors LLC | New | +22.4k |
| LPL Financial LLC | Added | +14.1k |
| Noble Wealth Management PBC | New | +1.0k |
Biggest sellers
| Impax Asset Management Group plc | Sold out | -2.8m |
| JANE STREET GROUP, LLC | Reduced | -56.2k |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Reduced | -5.2k |
| HighTower Advisors, LLC | Reduced | -2.5k |
| CITADEL ADVISORS LLC | Reduced | -1.4k |
| Financial Insights, Inc. | Reduced | -554 |
| UBS Group AG | Sold out | -122 |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Sparta 24 Ltd. 2.46% of their portfolio | 2.0m $2.7m | New |
| Millstone Evans Group, LLC 5.68% of their portfolio | 403.2k $10.5m | New |
| WCG Wealth Advisors LLC 0.21% of their portfolio | 333.3k $8.7m | Added +203.0k |
| SK Wealth Management, LLC 0.98% of their portfolio | 164.6k $4.3m | New |
| Allodium Investment Consultants, LLC 1.23% of their portfolio | 111.5k $2.9m | New |
| PFG Investments, LLC 0.09% of their portfolio | 84.3k $2.2m | Added +34.6k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 36.1k $941.4k | Reduced -56.2k |
| LPL Financial LLC 0.00% of their portfolio | 33.3k $866.5k | Added +14.1k |
| Financial Insights, Inc. 0.20% of their portfolio | 29.2k $761.6k | Reduced -554 |
| Milestone Investment Advisors LLC 0.16% of their portfolio | 28.6k $746.5k | Added +278 |
| Greenwich Wealth Management LLC 0.02% of their portfolio | 26.2k $682.0k | Unchanged |
| Mason & Associates Inc 0.10% of their portfolio | 24.0k $626.3k | New |
| Operose Advisors LLC 0.11% of their portfolio | 22.4k $582.5k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 20.5k $534.4k | Added +200 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 17.1k $445.2k | Unchanged |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 13.8k $360.4k | Reduced -5.2k |
| LPWM LLC 0.07% of their portfolio | 12.7k $330.7k | Added +80 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 9.1k $236.5k | Reduced -1.4k |
| HighTower Advisors, LLC 0.00% of their portfolio | 7.9k $206.1k | Reduced -2.5k |
| ASSETMARK, INC 0.00% of their portfolio | 5.1k $133.9k | Unchanged |
| Medallion Wealth Advisors, LLC 0.04% of their portfolio | 4.8k $125.8k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.8k $73.9k | Unchanged |
| Godfrey Financial Associates, Inc. 0.03% of their portfolio | 1.4k $36.0k | Added +1.0k |
| Noble Wealth Management PBC 0.01% of their portfolio | 1.0k $27.1k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 856 $22.3k | New |
| Phillip James Consulting Co. 0.01% of their portfolio | 785 $20.5k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 124 $3.2k | New |