CalixCALX
13F holders, Q1 2024 (March 31)260holders
5famous investors
$33.27avg. 13F price*
At the end of Q1 2024, 260 institutions reported holding Calix Inc. (CALX) in their 13F filings. The largest holders were BlackRock Inc. ($362.9M), Vanguard Group Inc. ($242.9M) and Alliancebernstein L.P. ($180.5M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Calix Inc.
- CUSIP
- 13100M509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $65.2M |
| Exits | 43 | $64.3M |
Ownership 260 holders
| BlackRock Inc. | 0.01% | Add +25.5% | 10,944,759 | $362.9M |
| Vanguard Group Inc. | 0.00% | Add +14.0% | 7,323,628 | $242.9M |
| Alliancebernstein L.P. | 0.06% | Add +2.7% | 5,443,340 | $180.5M |
| State Street Corp. | 0.00% | Add +11.7% | 2,309,649 | $76.6M |
| TD Asset Management Inc | 0.06% | Add +28.1% | 2,063,430 | $68.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.5% | 1,747,889 | $58.0M |
| Bank of New York Mellon Corp | 0.01% | Add +20.5% | 1,502,646 | $49.8M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 1,271,089 | $42.2M |
| Paradigm Capital Management Inc. | 1.94% | No change | 1,221,400 | $40.5M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -1.2% | 1,218,347 | $40.4M |
| Epoch Investment Partners, Inc. | 0.17% | Add +23.3% | 1,164,049 | $38.6M |
| Congress Asset Management Co. | 0.25% | Add +19.4% | 1,045,867 | $34.7M |
| William Blair Investment Management, LLC | 0.08% | Reduce -4.5% | 923,288 | $30.6M |
| Trigran Investments, Inc. | 2.73% | New | 850,598 | $28.2M |
| Morgan Stanley | 0.00% | Add +69.9% | 845,342 | $28.0M |
| Kornitzer Capital Management Inc. | 0.45% | Reduce -9.7% | 743,753 | $24.7M |
| Gilder Gagnon Howe & Co. LLC | 0.27% | Reduce -57.3% | 662,146 | $22.0M |
| Assenagon Asset Management S.A. | 0.05% | Add +175.1% | 607,001 | $20.1M |
| Northern Trust Corp. | 0.00% | Reduce -15.8% | 606,889 | $20.1M |
| Westfield Capital Management Co. LP | 0.10% | Reduce -14.2% | 584,576 | $19.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.6% | 536,968 | $17.8M |
| Polar Asset Management Partners Inc. | 0.63% | Add +9.3% | 529,124 | $17.5M |
| Analog Century Management LP | 2.34% | Add +82.3% | 505,852 | $16.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -14.6% | 314,520 | $16.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +0.8% | 413,078 | $13.7M |
| Artemis Investment Management LLP | 0.16% | Reduce -13.0% | 361,873 | $12.0M |
| Mesirow Institutional Investment Management, Inc. | 0.97% | Reduce -18.0% | 329,280 | $10.9M |
| Principal Financial Group Inc. | 0.01% | Add +39.9% | 305,569 | $10.1M |
| Bank of America Corp. | 0.00% | Add +12.0% | 287,361 | $9.5M |
| Deutsche Bank AG | 0.00% | Add +28.5% | 277,766 | $9.2M |
| Pier Capital, LLC | 1.22% | Reduce -2.6% | 267,219 | $8.9M |
| Balyasny Asset Management L.P. | 0.02% | Add +173.2% | 249,792 | $8.3M |
| Invesco Ltd. | 0.00% | Add +203.1% | 243,222 | $8.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -64.7% | 232,178 | $7.7M |
| Voloridge Investment Management, LLC | 0.03% | Add +638.0% | 228,928 | $7.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +29.1% | 215,398 | $7.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +85.2% | 214,891 | $7.1M |
| Penserra Capital Management LLC | 0.09% | Add +38.1% | 211,854 | $7.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -14.6% | 204,944 | $6.8M |
| DC Investments Management, LLC | 5.68% | Add +42.0% | 202,705 | $6.7M |
| Wellington Management Group LLP | 0.00% | Reduce -88.5% | 202,278 | $6.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +273.5% | 199,266 | $6.6M |
| Citadel Advisors | 0.01% | Add +971.5% | 193,898 | $6.4M |
| New York State Common Retirement Fund | 0.01% | Add +0.0% | 176,879 | $5.9M |
| CW Advisors, LLC | 0.10% | Add +41.0% | 175,807 | $5.8M |
| Rhumbline Advisers | 0.01% | Reduce -8.8% | 168,409 | $5.6M |
| Legal & General Group Plc | 0.00% | Add +81.8% | 167,120 | $5.5M |
| Edgestream Partners, L.P. | 0.28% | Add +109.9% | 166,995 | $5.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.04% | Add +50.0% | 165,000 | $5.5M |
| Squarepoint Ops LLC | 0.02% | Reduce -12.1% | 164,430 | $5.5M |
| Sora Investors LLC | 0.85% | Add +3.3% | 155,000 | $5.1M |
| Engineers Gate Manager LP | 0.13% | Add +45.1% | 153,668 | $5.1M |
| Penn Capital Management Company, LLC | 0.45% | Reduce -1.0% | 151,807 | $5.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 149,596 | $5.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -10.9% | 145,990 | $4.8M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -82.1% | 136,889 | $4.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -19.5% | 135,053 | $4.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +24.3% | 132,990 | $4.4M |
| G2 Investment Partners Management LLC | 1.07% | Reduce -12.8% | 121,201 | $4.0M |
| Public Sector Pension Investment Board | 0.03% | New | 120,160 | $4.0M |
| OV Management LLC | 2.89% | No change | 120,000 | $4.0M |
| Formula Growth Ltd. | 1.27% | New | 120,000 | $4.0M |
| Swiss National Bank | 0.00% | Reduce -0.5% | 117,000 | $3.9M |
| Guggenheim Capital LLC | 0.03% | Add +27.0% | 114,078 | $3.8M |
| National Bank of Canada | 0.01% | Add +3.7% | 118,813 | $3.6M |
| AXA S.A. | 0.01% | Reduce -78.9% | 107,805 | $3.6M |
| Holocene Advisors, LP | 0.01% | Add +88.7% | 106,777 | $3.5M |
| Millennium Management | 0.00% | Add +41.6% | 102,414 | $3.4M |
| Panagora Asset Management Inc. | 0.02% | Reduce -1.5% | 101,338 | $3.4M |
| Man Group plc | 0.01% | Reduce -23.0% | 100,933 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.1% | 100,674 | $3.3M |
| Cinctive Capital Management LP | 0.16% | Reduce -42.6% | 94,206 | $3.1M |
| Walleye Capital LLC | 0.04% | Add +475.9% | 89,691 | $3.0M |
| Marathon Capital Management | 0.67% | Add +46.5% | 83,640 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +23.4% | 80,768 | $2.7M |
| Sei Investments Co. | 0.00% | Reduce -6.7% | 77,547 | $2.6M |
| Townsquare Capital LLC | 0.04% | Add +15.0% | 76,158 | $2.5M |
| PDT Partners, LLC | 0.23% | Add +7.1% | 74,530 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -77.3% | 72,992 | $2.4M |
| Kepos Capital LP | 0.60% | New | 70,000 | $2.3M |
| Comerica Bank | 0.01% | Reduce -18.9% | 68,544 | $2.3M |
| Trexquant Investment LP | 0.04% | Add +78.8% | 66,037 | $2.2M |
| Two Sigma Investments, LP | 0.01% | Add +150.1% | 65,994 | $2.2M |
| Prudential Financial Inc. | 0.00% | Add +878.7% | 65,739 | $2.2M |
| North Star Asset Management Inc. | 0.10% | New | 65,656 | $2.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +10.0% | 64,373 | $2.1M |
| Barclays PLC | 0.00% | Reduce -55.4% | 63,429 | $2.1M |
| Credit Suisse AG/ | 0.00% | Add +1.4% | 62,767 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +39.3% | 62,677 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Add +1.5% | 61,300 | $2.0M |
| AQR Capital Management | 0.00% | Add +173.8% | 60,100 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -5.8% | 59,246 | $2.0M |
| Connors Investor Services Inc. | 0.20% | New | 58,542 | $1.9M |
| Thompson Investment Management, Inc. | 0.28% | Add +42.6% | 55,950 | $1.9M |
| Dynamic Technology Lab Private Ltd | 0.20% | New | 55,744 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -39.1% | 54,091 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +8.5% | 53,995 | $1.8M |
| Texas Permanent School Fund Corp. | 0.01% | Add +2.0% | 51,305 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -95.9% | 50,855 | $1.7M |
| Needham Investment Management LLC | 0.15% | New | 50,000 | $1.7M |
| Canada Pension Plan Investment Board | 0.00% | No change | 49,900 | $1.7M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -5.2% | 49,101 | $1.6M |
| Boothbay Fund Management, LLC | 0.05% | Add +35.8% | 48,608 | $1.6M |
| UBS Group AG | 0.00% | Reduce -51.4% | 46,310 | $1.5M |
| Algert Global LLC | 0.06% | Reduce -65.3% | 45,805 | $1.5M |
| Royce & Associates LP | 0.01% | Reduce -48.0% | 45,594 | $1.5M |
| Franklin Resources Inc. | 0.00% | New | 43,614 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -48.0% | 42,300 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | No change | 31,852 | $1.4M |
| Citigroup Inc. | 0.00% | Add +219.7% | 38,794 | $1.3M |
| Gsa Capital Partners LLP | 0.10% | New | 36,230 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +463.7% | 35,711 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.3% | 35,624 | $1.2M |
| Capital Fund Management S.A. | 0.01% | Reduce -41.9% | 35,307 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -19.9% | 35,041 | $1.2M |
| Seven Eight Capital, LP | 0.12% | Add +88.7% | 34,555 | $1.1M |
| Quantbot Technologies LP | 0.06% | New | 34,536 | $1.1M |
| 272 Capital LP | 0.46% | New | 34,470 | $1.1M |
| Renaissance Technologies | 0.00% | Add +30.4% | 32,218 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -53.1% | 32,102 | $1.1M |
| American International Group, Inc. | 0.00% | Reduce -70.6% | 31,801 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -50.6% | 31,100 | $1.0M |
| American Century Companies Inc. | 0.00% | Add +76.9% | 30,388 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +8.0% | 18,233 | $977K |
| Atom Investors LP | 0.12% | New | 29,239 | $970K |
| Louisiana State Employees Retirement System | 0.02% | Add +75.8% | 29,000 | $962K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +165.7% | 28,549 | $947K |
| Pathstone Holdings, LLC | 0.00% | New | 27,681 | $918K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.3% | 26,332 | $873K |
| WINTON GROUP Ltd | 0.06% | Add +212.2% | 26,209 | $869K |
| Janus Henderson Group PLC | 0.00% | No change | 25,431 | $843K |
| Jump Financial, LLC | 0.02% | Add +396.9% | 24,349 | $807K |
| Voya Investment Management LLC | 0.00% | Reduce -76.5% | 23,690 | $786K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 21,989 | $729K |
| FORA Capital, LLC | 0.06% | New | 21,825 | $724K |
| Wells Fargo & Company | 0.00% | Add +10.7% | 21,589 | $716K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 20,997 | $696K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 20,763 | $689K |
| Koshinski Asset Management, Inc. | 0.07% | New | 20,175 | $669K |
| Victory Capital Management Inc. | 0.00% | Add +8.2% | 19,608 | $650K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 19,526 | $648K |
| Maryland State Retirement & Pension System | 0.01% | New | 21,124 | $624K |
| Amalgamated Bank | 0.01% | Reduce -50.0% | 18,547 | $615K |
| Liontrust Investment Partners LLP | 0.01% | No change | 18,213 | $604K |
| Woodline Partners LP | 0.01% | New | 18,113 | $601K |
| Arizona State Retirement System | 0.00% | Reduce -2.4% | 16,292 | $540K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -38.4% | 15,850 | $526K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -5.3% | 15,700 | $521K |
| Commonwealth Equity Services, LLC | 0.00% | Add +149.6% | 15,531 | $515K |
| HSBC Holdings PLC | 0.00% | Add +94.9% | 15,326 | $508K |
| D. E. Shaw & Co. | 0.00% | New | 15,221 | $505K |
| Petrus Trust Company, LTA | 0.05% | New | 15,064 | $500K |
| Harbor Capital Advisors, Inc. | 0.06% | Add +28.0% | 14,702 | $488K |
| Prelude Capital Management, LLC | 0.03% | Add +66.5% | 14,022 | $465K |
| Centiva Capital, LP | 0.03% | Add +75.3% | 13,655 | $453K |
| Handelsbanken Fonder AB | 0.00% | No change | 13,200 | $438K |
| First Trust Advisors LP | 0.00% | Add +19.2% | 12,724 | $422K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.1% | 12,660 | $420K |
| ProShare Advisors LLC | 0.00% | Reduce -7.5% | 11,884 | $394K |
| LPL Financial LLC | 0.00% | Add +3.2% | 11,846 | $393K |
| Quadrature Capital Ltd | 0.01% | New | 11,775 | $391K |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.2% | 11,140 | $369K |
| Sherbrooke Park Advisers LLC | 0.07% | New | 11,062 | $367K |
| Norden Group LLC | 0.07% | Add +32.9% | 10,981 | $364K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 10,972 | $364K |
| Olympiad Research LP | 0.24% | Add +38.1% | 10,961 | $363K |
| Inspire Investing, LLC | 0.04% | Add +22.8% | 10,740 | $356K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -72.1% | 10,098 | $335K |
| Harbour Capital Advisors, LLC | 0.08% | Add +52.0% | 10,450 | $335K |
| Alliance Wealth Advisors, LLC | 0.10% | Add +14.8% | 10,080 | $334K |
| Capstone Investment Advisors, LLC | 0.01% | New | 9,695 | $321K |
| Baillie Gifford & Co. | 0.00% | Reduce -26.4% | 9,485 | $315K |
| Cresset Asset Management, LLC | 0.00% | Add +1.8% | 9,409 | $312K |
| Diversified Trust Co. | 0.01% | Reduce -4.1% | 9,007 | $299K |
| Stoneridge Investment Partners LLC | 0.11% | New | 8,981 | $298K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -21.2% | 8,519 | $282K |
| Teza Capital Management LLC | 0.04% | Reduce -10.7% | 8,511 | $282K |
| Walleye Trading LLC | 0.00% | Reduce -16.0% | 8,228 | $273K |
| Semanteon Capital Management, LP | 0.16% | Reduce -54.4% | 7,754 | $257K |
| Stifel Financial Corp. | 0.00% | Add +28.1% | 7,552 | $250K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,314 | $243K |
| Diversify Advisory Services, LLC | 0.01% | — | 7,466 | $242K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.3% | 7,237 | $240K |
| Wolverine Trading, LLC | 0.00% | New | 7,218 | $239K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,097 | $235K |
| Portside Wealth Group, LLC | 0.04% | Add +5.2% | 6,913 | $229K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.0% | 6,810 | $226K |
| KLR Investment Advisors, LLC | 0.15% | Reduce -10.3% | 6,921 | $205K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -68.4% | 6,108 | $203K |
| Lazard Asset Management LLC | 0.00% | Reduce -46.8% | 3,779 | $124K |
| EntryPoint Capital, LLC | 0.11% | Add +8924.4% | 3,700 | $123K |
| SG Americas Securities, LLC | 0.00% | Reduce -35.8% | 3,559 | $118K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -5.2% | 3,221 | $107K |
| Aquatic Capital Management LLC | 0.00% | Reduce -76.5% | 3,100 | $103K |
| Simplex Trading, LLC | 0.00% | New | 3,068 | $101K |
| STRS Ohio | 0.00% | Reduce -31.8% | 3,000 | $99K |
| Truvestments Capital LLC | 0.03% | Reduce -63.5% | 2,458 | $82K |
| Quadrant Capital Group LLC | 0.01% | Add +3.0% | 2,298 | $76K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.9% | 2,217 | $74K |
| Assetmark, Inc. | 0.00% | Reduce -2.4% | 2,179 | $72K |
| Handelsinvest Investeringsforvaltning | 0.03% | Reduce -34.2% | 2,145 | $71K |
| KBC Group NV | 0.00% | Add +52.5% | 1,757 | $58K |
| Headlands Technologies LLC | 0.01% | New | 1,452 | $48K |
| FMR LLC | 0.00% | Reduce -22.1% | 1,344 | $45K |
| Trifecta Capital Advisors, LLC | 0.01% | Reduce -50.2% | 1,191 | $39K |
| State of Wyoming | 0.01% | Reduce -40.5% | 1,186 | $39K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -5.1% | 1,172 | $39K |
| Signaturefd, LLC | 0.00% | Reduce -4.1% | 1,108 | $37K |
| Pacer Advisors, Inc. | 0.00% | Reduce -88.5% | 1,050 | $35K |
| Hexagon Capital Partners LLC | 0.01% | Add +2.5% | 1,025 | $34K |
| nVerses Capital, LLC | 0.08% | New | 1,000 | $33K |
| Quarry LP | 0.01% | Add +95.1% | 917 | $30K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -62.9% | 902 | $30K |
| Avior Wealth Management, LLC | 0.00% | New | 812 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | New | 793 | $26K |
| US Bancorp \de | 0.00% | Reduce -18.8% | 699 | $23K |
| Whittier Trust Co. | 0.00% | Add +515.0% | 615 | $20K |
| Cwm, LLC | 0.00% | Add +4607.7% | 612 | $20K |
| Principal Securities, Inc. | 0.00% | Add +1.4% | 559 | $19K |
| Rise Advisors, LLC | 0.01% | New | 405 | $13K |
| Tower View Wealth Management LLC | 0.01% | No change | 400 | $13K |
| Natixis | 0.00% | Reduce -0.8% | 355 | $12K |
| Group One Trading LLC | 0.00% | Reduce -68.3% | 300 | $10K |
| Blue Trust, Inc. | 0.00% | No change | 292 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 275 | $9K |
| Covestor Ltd | 0.01% | Reduce -80.2% | 285 | $9K |
| LRI Investments, LLC | 0.00% | — | 230 | $8K |
| Allworth Financial LP | 0.00% | Add +2.7% | 226 | $7K |
| Lindbrook Capital, LLC | 0.00% | Add +417.5% | 207 | $7K |
| Cutler Group LLC / CA | 0.00% | No change | 208 | $6K |
| Fifth Third Bancorp | 0.00% | Reduce -25.6% | 128 | $4K |
| Macquarie Group Ltd. | 0.00% | Reduce -100.0% | 119 | $4K |
| Public Employees Retirement System of Ohio | 0.00% | New | 105 | $3K |
| Crewe Advisors LLC | 0.00% | New | 87 | $3K |
| GAMMA Investing LLC | 0.00% | Add +6.8% | 78 | $3K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 65 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 59 | $2K |
| Parallel Advisors, LLC | 0.00% | Add +231.3% | 53 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 40 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 37 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 36 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -26.2% | 31 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +320.0% | 21 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 28 | $928 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $895 |
| Main Street Group, LTD | 0.00% | No change | 27 | $876 |
| Bell Investment Advisors, Inc | 0.00% | No change | 26 | $863 |
| UMB Bank, n.a. | 0.00% | New | 24 | $796 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -33.3% | 18 | $597 |
| Private Wealth Management Group, LLC | 0.00% | New | 14 | $465 |
| Versant Capital Management, Inc | 0.00% | Reduce -33.3% | 14 | $464 |
| Toronto Dominion Bank | 0.00% | No change | 12 | $398 |
| Parkside Financial Bank & Trust | 0.00% | New | 10 | $332 |
| Larson Financial Group LLC | 0.00% | No change | 10 | $332 |
| Abound Wealth Management | 0.00% | New | 8 | $266 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -25.0% | 6 | $199 |
| Rothschild Investment LLC | 0.00% | New | 5 | $166 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $166 |
| Huntington National Bank | 0.00% | No change | 1 | $33 |
| TFO Wealth Partners, LLC | 0.00% | Reduce -87.5% | 1 | $33 |
"% of holder's portfolio" is CALX's weight in each manager's 13F, not the share of Calix Inc. the manager owns.