— Know what they know.
Not Investment Advice

BLDX Institutional Ownership

Impax Global Infrastructure ETF
1W: -0.8% 1M: -3.9% 3M: -5.7% YTD: -3.0%
$24.60
+0.23 (+0.96%)
 
Weekly Expected Move ±1.5%
$24 $24 $25 $25 $25
ETF AMEX · AUM $222.3M

Institutional Ownership — BLDX

30
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
40M
Total Invested
11
New Positions
7
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (31 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Sparta 24 Ltd. NEW 2,047,195 $50M — +0.0% 1Q SEC ↗
2 Millstone Evans Group, LLC NEW 403,194 $10M — +0.0% 1Q SEC ↗
3 WCG Wealth Advisors LLC 333,285 $8M +203,034 +155.9% 2Q SEC ↗
4 SK Wealth Management, LLC NEW 164,637 $4M — +0.0% 1Q SEC ↗
5 Allodium Investment Consultants, LLC NEW 111,523 $3M — +0.0% 1Q SEC ↗
6 PFG Investments, LLC 84,273 $2M +34,558 +69.5% 2Q SEC ↗
7 JANE STREET GROUP, LLC 36,127 $889K -56,172 -60.9% 2Q SEC ↗
8 Corient Private Wealth LP NEW 33,335 $820K — +0.0% 1Q SEC ↗
9 LPL Financial LLC 33,253 $818K +14,146 +74.0% 2Q SEC ↗
10 Financial Insights, Inc. 29,228 $719K -554 -1.9% 2Q SEC ↗
11 Milestone Investment Advisors LLC 28,648 $705K +278 +1.0% 2Q SEC ↗
12 Greenwich Wealth Management LLC 26,180 $644K — +0.0% 2Q SEC ↗
13 Mason & Associates Inc NEW 24,034 $591K — +0.0% 1Q SEC ↗
14 Operose Advisors LLC NEW 22,354 $550K — +0.0% 1Q SEC ↗
15 Kestra Advisory Services, LLC 20,506 $504K +200 +1.0% 2Q SEC ↗
16 Clearstead Advisors, LLC 17,083 $420K — +0.0% 2Q SEC ↗
17 KESTRA PRIVATE WEALTH SERVICES, LLC 13,829 $340K -5,163 -27.2% 2Q SEC ↗
18 LPWM LLC 12,689 $312K +80 +0.6% 2Q SEC ↗
19 CITADEL ADVISORS LLC 9,076 $223K -1,434 -13.6% 2Q SEC ↗
20 HighTower Advisors, LLC 7,909 $195K -2,462 -23.7% 2Q SEC ↗
21 ASSETMARK, INC 5,139 $126K — +0.0% 2Q SEC ↗
22 Medallion Wealth Advisors, LLC 4,829 $119K — +0.0% 2Q SEC ↗
23 OSAIC HOLDINGS, INC. 2,836 $70K — +0.0% 2Q SEC ↗
24 CWM, LLC NEW 2,044 $50K — +0.0% 1Q SEC ↗
25 Godfrey Financial Associates, Inc. 1,382 $34K +1,003 +264.6% 2Q SEC ↗
26 Noble Wealth Management PBC NEW 1,038 $26K — +0.0% 1Q SEC ↗
27 Integrated Wealth Concepts LLC NEW 856 $21K — +0.0% 1Q SEC ↗
28 Phillip James Consulting Co. NEW 785 $19K — +0.0% 1Q SEC ↗
29 JPMORGAN CHASE & CO NEW 124 $3K — +0.0% 1Q SEC ↗
30 Impax Asset Management Group plc 0 $0K -2,755,857 -100.0% 1Q SEC ↗
31 UBS Group AG 0 $0K -122 -100.0% 1Q SEC ↗

Recent Activity

New Positions (12)
Sold Out (2)
HolderPrev SharesPrev Value
Impax Asset Management Group plc 2,755,857 $68M
UBS Group AG 122 $3K
Biggest Increases (7)
HolderAddedChange %Total Shares
WCG Wealth Advisors LLC +203,034 +155.9% 333,285
PFG Investments, LLC +34,558 +69.5% 84,273
LPL Financial LLC +14,146 +74.0% 33,253
Godfrey Financial Associates, Inc. +1,003 +264.6% 1,382
Milestone Investment Advisors LLC +278 +1.0% 28,648
Kestra Advisory Services, LLC +200 +1.0% 20,506
LPWM LLC +80 +0.6% 12,689
Biggest Decreases (5)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -56,172 -60.9% 36,127
KESTRA PRIVATE WEALTH SERVICES, LLC -5,163 -27.2% 13,829
HighTower Advisors, LLC -2,462 -23.7% 7,909
CITADEL ADVISORS LLC -1,434 -13.6% 9,076
Financial Insights, Inc. -554 -1.9% 29,228

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms