13FBOX
IMPAX FUNDS SERIES TRUST I · 13F Institutional Holdings
Options Calculator Rankings
I

IMPAX FUNDS SERIES TRUST I

BLDX
Institutions
28
Combined AUM (Q2 2026)
$90.1M
Combined Shares (Q2 2026)
3.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.1M
18 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.8M
8 · 3 Exit · ≈
⚖️ Net
+238,566
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$90.1M
Institutions
28
New Buys
11
Adds
7
Reduces
5
Exits
3
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Sparta 24 Ltd.
33.36%#1$53.2M2.0M$00+2.0MNew Buy
Millstone Evans Group, LLC
5.68%#2$10.5M403,194$00+403,194New Buy
WCG Wealth Advisors LLC
0.21%0.09%#6$8.7M333,285$3.3M130,251+203,034+155.88%Add
SK Wealth Management, LLC
0.98%#4$4.3M164,637$00+164,637New Buy
Allodium Investment Consultants, LLC
1.23%#3$2.9M111,523$00+111,523New Buy
PFG Investments, LLC
0.09%0.06%#10$2.2M84,273$1.3M49,715+34,558+69.51%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#26$941,41536,127$2.4M92,299-56,172-60.86%Reduce
LPL Financial LLC
<0.01%<0.01%#23$866,52333,253$490,00819,107+14,146+74.04%Add
Financial Insights, Inc.
0.21%0.25%#5$761,62929,228$763,77429,782-554-1.86%Reduce
Milestone Investment Advisors LLC
0.16%0.18%#7$746,52128,648$727,56328,370+278+0.98%Add
Greenwich Wealth Management LLC
0.02%0.03%#14$682,21126,180$671,00026,18000.00%Unchanged
Mason & Associates Inc
0.1%#9$626,29024,034$00+24,034New Buy
Operose Advisors LLC
0.11%#8$582,50722,354$00+22,354New Buy
Kestra Advisory Services, LLC
<0.01%<0.01%#19$534,35120,506$520,75820,306+200+0.98%Add
Corient Private Wealth LLC
<0.01%#20$449,84733,335$00+33,335New Buy
Clearstead Advisors, LLC
<0.01%<0.01%#17$445,15817,083$438,10317,08300.00%Unchanged
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%0.01%#18$360,36313,829$487,05918,992-5,163-27.19%Reduce
LPWM LLC
0.07%0.08%#11$330,65612,689$323,36412,609+80+0.63%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#27$236,5079,076$269,53410,510-1,434-13.64%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#22$206,0847,909$265,96910,371-2,462-23.74%Reduce
ASSETMARK, INC
<0.01%<0.01%#21$133,9155,139$131,7925,13900.00%Unchanged
Medallion Wealth Advisors, LLC
0.04%0.04%#12$125,8344,829$123,8414,82900.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#25$73,9062,836$72,7432,83600.00%Unchanged
Godfrey Financial Associates, Inc.
0.03%0.01%#13$36,0041,382$9,720379+1,003+264.64%Add
Noble Wealth Management PBC
0.01%#16$27,0511,038$00+1,038New Buy
Integrated Wealth Concepts LLC
<0.01%#24$22,306856$00+856New Buy
Phillip James Consulting Co.
0.02%#15$20,456785$00+785New Buy
JPMORGAN CHASE & CO
<0.01%#28$3,245124$00+124New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow