CalixCALX
13F holders, Q2 2024 (June 30)254holders −6
38new positions
45sold out
5famous investors
$35.43avg. 13F price*
At the end of Q2 2024, 254 institutions reported holding Calix Inc. (CALX) in their 13F filings, down 6 from Q1 2024. 38 opened new positions and 45 sold out. The largest holders were BlackRock Inc. ($378.5M), Vanguard Group Inc. ($266.1M) and Alliancebernstein L.P. ($214.9M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $81.3M |
| Exits | 45 | $121.8M |
All 13F filers, Q1 2024 → Q2 2024: 5,484,023 shares bought and 5,788,892 shares sold, net −304,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| BlackRock Inc. | 0.01% | Reduce -2.4% | 10,682,565 | $378.5M |
| Vanguard Group Inc. | 0.01% | Add +2.5% | 7,510,147 | $266.1M |
| Alliancebernstein L.P. | 0.07% | Add +11.4% | 6,066,520 | $214.9M |
| State Street Corp. | 0.00% | Add +0.1% | 2,310,712 | $81.9M |
| TD Asset Management Inc | 0.06% | Reduce -6.9% | 1,921,775 | $68.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.6% | 1,793,545 | $63.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.4% | 1,465,912 | $51.9M |
| Paradigm Capital Management Inc. | 2.16% | Add +9.5% | 1,336,900 | $47.4M |
| Geode Capital Management, LLC | 0.00% | Add +3.6% | 1,316,840 | $46.7M |
| Congress Asset Management Co. | 0.31% | Add +15.1% | 1,203,666 | $42.6M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -2.0% | 1,194,412 | $42.3M |
| Epoch Investment Partners, Inc. | 0.19% | Add +0.2% | 1,166,389 | $41.3M |
| Trigran Investments, Inc. | 3.74% | Add +18.5% | 1,008,276 | $35.7M |
| Morgan Stanley | 0.00% | Add +4.6% | 884,120 | $31.3M |
| Kornitzer Capital Management Inc. | 0.55% | Add +9.2% | 812,053 | $28.8M |
| Gilder Gagnon Howe & Co. LLC | 0.36% | Add +21.9% | 807,226 | $28.6M |
| Alyeska Investment Group, L.P. | 0.13% | New | 626,378 | $22.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.6% | 588,509 | $20.9M |
| Northern Trust Corp. | 0.00% | Reduce -3.5% | 585,785 | $20.8M |
| Polar Asset Management Partners Inc. | 0.74% | Add +0.6% | 532,400 | $18.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | — | 502,913 | $17.8M |
| Assenagon Asset Management S.A. | 0.04% | Reduce -20.4% | 483,017 | $17.1M |
| Analog Century Management LP | 1.58% | Reduce -11.2% | 449,439 | $15.9M |
| Divisar Capital Management LLC | 3.01% | New | 448,108 | $15.9M |
| SG Capital Management LLC | 2.65% | New | 442,887 | $15.7M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.3% | 407,543 | $14.4M |
| Mesirow Institutional Investment Management, Inc. | 1.11% | Add +8.9% | 358,647 | $12.7M |
| Bank of America Corp. | 0.00% | Add +18.4% | 340,151 | $12.1M |
| Schonfeld Strategic Advisors LLC | 0.09% | Add +1362.7% | 321,637 | $11.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +41.7% | 304,494 | $10.8M |
| Squarepoint Ops LLC | 0.04% | Add +82.7% | 300,346 | $10.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.3% | 289,320 | $10.3M |
| Deutsche Bank AG | 0.00% | Reduce -1.6% | 273,193 | $9.7M |
| Artemis Investment Management LLP | 0.13% | Reduce -25.1% | 270,877 | $9.6M |
| Pier Capital, LLC | 1.26% | Reduce -10.6% | 239,025 | $8.5M |
| Invesco Ltd. | 0.00% | Reduce -4.2% | 233,085 | $8.3M |
| Kettle Hill Capital Management, LLC | 2.05% | New | 229,535 | $8.1M |
| DC Investments Management, LLC | 6.85% | Add +13.2% | 229,372 | $8.1M |
| Penserra Capital Management LLC | 0.09% | Reduce -4.0% | 203,450 | $7.2M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -12.3% | 200,780 | $7.1M |
| Wellington Management Group LLP | 0.00% | Reduce -1.7% | 198,908 | $7.0M |
| Edgestream Partners, L.P. | 0.33% | Add +14.5% | 191,252 | $6.8M |
| CW Advisors, LLC | 0.11% | Add +8.3% | 190,484 | $6.7M |
| Millennium Management | 0.01% | Add +75.6% | 179,801 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.7% | 177,181 | $6.3M |
| Needham Investment Management LLC | 0.51% | Add +250.0% | 175,000 | $6.2M |
| Rhumbline Advisers | 0.01% | Add +3.1% | 173,563 | $6.1M |
| Citadel Advisors | 0.01% | Reduce -12.6% | 169,547 | $6.0M |
| Legal & General Group Plc | 0.00% | Reduce -0.7% | 165,919 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -31.7% | 158,563 | $5.6M |
| Engineers Gate Manager LP | 0.12% | Reduce -1.5% | 151,366 | $5.4M |
| National Bank of Canada | 0.01% | Add +19.2% | 141,667 | $4.9M |
| OV Management LLC | 3.24% | Add +9.0% | 130,767 | $4.6M |
| State of Wisconsin Investment Board | 0.01% | Reduce -10.5% | 130,712 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.5% | 129,359 | $4.6M |
| Tudor Investment Corporation | 0.05% | New | 129,334 | $4.6M |
| Public Sector Pension Investment Board | 0.03% | Add +6.8% | 128,358 | $4.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -6.3% | 124,605 | $4.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +90.5% | 122,624 | $4.3M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -51.4% | 121,312 | $4.3M |
| Swiss National Bank | 0.00% | Reduce -1.0% | 115,800 | $4.1M |
| Atom Investors LP | 0.41% | Add +292.2% | 114,667 | $4.1M |
| Jacobs Levy Equity Management, Inc. | 0.02% | New | 114,643 | $4.1M |
| Guggenheim Capital LLC | 0.03% | Reduce -0.8% | 113,180 | $4.0M |
| Panagora Asset Management Inc. | 0.02% | Add +9.7% | 111,113 | $3.9M |
| Formula Growth Ltd. | 1.42% | Reduce -8.3% | 110,000 | $3.9M |
| Canada Pension Plan Investment Board | 0.00% | Add +101.0% | 100,300 | $3.6M |
| Thompson Investment Management, Inc. | 0.52% | Add +68.6% | 94,325 | $3.3M |
| Marathon Capital Management | 0.82% | Add +8.1% | 90,415 | $3.2M |
| PDT Partners, LLC | 0.30% | Add +19.1% | 88,791 | $3.1M |
| Townsquare Capital LLC | 0.04% | Add +15.1% | 87,648 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Add +19.6% | 87,264 | $3.1M |
| Connors Investor Services Inc. | 0.31% | Add +44.8% | 84,790 | $3.0M |
| North Star Asset Management Inc. | 0.14% | Add +28.4% | 84,316 | $3.0M |
| G2 Investment Partners Management LLC | 0.74% | Reduce -33.3% | 80,826 | $2.9M |
| Capital Fund Management S.A. | 0.03% | Add +122.8% | 78,652 | $2.8M |
| Renaissance Technologies | 0.00% | Add +143.7% | 78,518 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +43.6% | 77,674 | $2.8M |
| Sei Investments Co. | 0.00% | Reduce -1.9% | 76,082 | $2.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -62.1% | 75,583 | $2.7M |
| New York State Common Retirement Fund | 0.00% | Reduce -58.4% | 73,563 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +15.5% | 72,374 | $2.6M |
| Jefferies Financial Group Inc. | 0.05% | New | 65,900 | $2.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -56.8% | 64,623 | $2.3M |
| Holocene Advisors, LP | 0.01% | Reduce -39.6% | 64,528 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -4.5% | 62,814 | $2.2M |
| New York State Teachers Retirement System | 0.00% | No change | 61,300 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -3.1% | 57,422 | $2.0M |
| Eisler Capital (US) LLC | 0.38% | New | 56,269 | $2.0M |
| Kepos Capital LP | 0.76% | Reduce -21.4% | 55,000 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.8% | 48,412 | $1.7M |
| Two Sigma Investments, LP | 0.00% | Reduce -29.3% | 46,688 | $1.7M |
| Citigroup Inc. | 0.00% | Add +13.6% | 44,049 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +47.8% | 40,924 | $1.4M |
| Barclays PLC | 0.00% | Reduce -37.0% | 39,991 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.2% | 37,484 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +17.2% | 37,342 | $1.3M |
| Quadrature Capital Ltd | 0.02% | Add +209.6% | 36,455 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Add +10.4% | 34,339 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.1% | 34,240 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | — | 34,080 | $1.2M |
| Algert Global LLC | 0.04% | Reduce -26.5% | 33,675 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.7% | 32,959 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +37.6% | 32,588 | $1.2M |
| Jackson Square Capital, LLC | 0.27% | New | 30,556 | $1.1M |
| American Century Companies Inc. | 0.00% | No change | 30,388 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Reduce -28.4% | 30,300 | $1.1M |
| Jump Financial, LLC | 0.02% | Add +24.1% | 30,228 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Add +1.0% | 29,300 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +35.0% | 29,134 | $1.0M |
| WINTON GROUP Ltd | 0.06% | Add +2.8% | 26,942 | $955K |
| State of Tennessee, Department of Treasury | 0.00% | Add +62.0% | 25,674 | $910K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.2% | 25,131 | $890K |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.5% | 23,303 | $826K |
| BNP Paribas Financial Markets | 0.00% | Reduce -59.2% | 22,014 | $780K |
| Boothbay Fund Management, LLC | 0.03% | Reduce -55.1% | 21,829 | $773K |
| Comerica Bank | 0.00% | Reduce -68.7% | 21,454 | $760K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 20,763 | $736K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -3.7% | 20,333 | $720K |
| Victory Capital Management Inc. | 0.00% | Add +3.3% | 20,262 | $718K |
| Royal Bank of Canada | 0.00% | Reduce -43.7% | 19,723 | $699K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 19,526 | $692K |
| Nebula Research & Development LLC | 0.11% | New | 19,319 | $684K |
| Gsa Capital Partners LLP | 0.05% | Reduce -49.0% | 18,492 | $655K |
| Liontrust Investment Partners LLP | 0.01% | No change | 18,213 | $645K |
| Amalgamated Bank | 0.01% | Reduce -3.8% | 17,842 | $632K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -7.4% | 16,883 | $598K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -41.0% | 16,851 | $597K |
| First Trust Advisors LP | 0.00% | Add +30.5% | 16,606 | $588K |
| Arizona State Retirement System | 0.00% | Add +1.1% | 16,480 | $584K |
| UBS Group AG | 0.00% | Reduce -65.4% | 16,028 | $568K |
| Baillie Gifford & Co. | 0.00% | Add +57.9% | 14,972 | $530K |
| Handelsbanken Fonder AB | 0.00% | Add +12.1% | 14,800 | $524K |
| Fox Run Management, L.L.C. | 0.10% | New | 14,669 | $520K |
| Franklin Resources Inc. | 0.00% | Reduce -66.7% | 14,538 | $515K |
| Creative Planning | 0.00% | New | 14,482 | $513K |
| Cresset Asset Management, LLC | 0.00% | Add +52.2% | 14,321 | $507K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -9.6% | 14,200 | $503K |
| Walleye Capital LLC | 0.01% | Reduce -84.8% | 13,595 | $482K |
| Norden Group LLC | 0.10% | Add +23.3% | 13,541 | $480K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.6% | 13,425 | $476K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -30.1% | 14,100 | $474K |
| Lazard Asset Management LLC | 0.00% | Add +253.5% | 13,360 | $473K |
| Susquehanna International Group, LLP | 0.00% | Add +19.5% | 13,309 | $472K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.7% | 12,566 | $445K |
| LPL Financial LLC | 0.00% | Add +3.2% | 12,220 | $433K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 12,130 | $430K |
| TradeLink Capital LLC | 1.20% | New | 11,748 | $416K |
| Torno Capital, LLC | 0.04% | New | 11,575 | $410K |
| Brevan Howard Capital Management LP | 0.03% | New | 11,382 | $403K |
| Ariadne Wealth Management, LP | 0.31% | — | 1,689 | $399K |
| Alliance Wealth Advisors, LLC | 0.11% | Add +9.4% | 11,029 | $391K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 10,967 | $389K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -82.0% | 10,060 | $356K |
| Diversified Trust Co. | 0.01% | Add +11.4% | 10,033 | $355K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -32.6% | 9,907 | $351K |
| Inspire Investing, LLC | 0.04% | Reduce -8.2% | 9,862 | $349K |
| Woodline Partners LP | 0.00% | Reduce -46.9% | 9,613 | $341K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -5.1% | 9,586 | $340K |
| STRS Ohio | 0.00% | Add +213.3% | 9,400 | $333K |
| ProShare Advisors LLC | 0.00% | Reduce -23.7% | 9,068 | $321K |
| HSBC Holdings PLC | 0.00% | Reduce -43.1% | 8,719 | $310K |
| Stoneridge Investment Partners LLC | 0.12% | Reduce -3.6% | 8,659 | $307K |
| Diversify Wealth Management, LLC | 0.04% | — | 8,438 | $305K |
| Bank of Montreal | 0.00% | New | 8,520 | $304K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,519 | $302K |
| Stifel Financial Corp. | 0.00% | Add +9.2% | 8,249 | $292K |
| SG Americas Securities, LLC | 0.00% | Add +123.2% | 7,943 | $281K |
| AQR Capital Management | 0.00% | Reduce -87.0% | 7,834 | $278K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -0.1% | 7,306 | $259K |
| Gibbs Wealth Management | 0.10% | New | 7,301 | $259K |
| Portside Wealth Group, LLC | 0.05% | Add +4.3% | 7,214 | $256K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,097 | $251K |
| Mackenzie Financial Corp. | 0.00% | New | 7,011 | $248K |
| Wolverine Trading, LLC | 0.00% | Reduce -10.7% | 6,443 | $228K |
| Meeder Asset Management Inc. | 0.02% | New | 6,434 | $228K |
| Qsemble Capital Management, LP | 0.04% | New | 6,223 | $220K |
| LVW Advisors, LLC | 0.03% | New | 5,860 | $208K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.7% | 5,759 | $204K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.1% | 5,495 | $195K |
| Simplex Trading, LLC | 0.00% | Add +12.9% | 3,464 | $122K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -52.7% | 3,219 | $114K |
| Assetmark, Inc. | 0.00% | Add +32.9% | 2,896 | $103K |
| State of Wyoming | 0.02% | Add +119.3% | 2,601 | $92K |
| Nisa Investment Advisors, LLC | 0.00% | Add +13.7% | 2,520 | $89K |
| Quadrant Capital Group LLC | 0.01% | Add +2.5% | 2,355 | $83K |
| EntryPoint Capital, LLC | 0.04% | Reduce -39.9% | 2,225 | $79K |
| KBC Group NV | 0.00% | No change | 1,757 | $62K |
| FMR LLC | 0.00% | Add +19.7% | 1,609 | $57K |
| Farther Finance Advisors, LLC | 0.00% | Add +3903.2% | 1,241 | $43K |
| US Bancorp \de | 0.00% | Add +62.5% | 1,136 | $40K |
| Hexagon Capital Partners LLC | 0.01% | Add +4.1% | 1,067 | $38K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -10.9% | 1,044 | $37K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 900 | $32K |
| Signaturefd, LLC | 0.00% | Reduce -23.4% | 849 | $30K |
| Pacer Advisors, Inc. | 0.00% | Reduce -19.7% | 843 | $30K |
| Group One Trading LLC | 0.00% | Add +171.7% | 815 | $29K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -99.7% | 669 | $24K |
| Lindbrook Capital, LLC | 0.00% | Add +200.5% | 622 | $22K |
| Covestor Ltd | 0.01% | Add +110.5% | 600 | $22K |
| Principal Securities, Inc. | 0.00% | Add +4.7% | 585 | $21K |
| Cwm, LLC | 0.00% | Reduce -23.4% | 469 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 475 | $17K |
| Rise Advisors, LLC | 0.01% | No change | 405 | $14K |
| Tower View Wealth Management LLC | 0.01% | No change | 400 | $14K |
| Natixis | 0.00% | Reduce -2.8% | 345 | $12K |
| Crewe Advisors LLC | 0.00% | Add +273.6% | 325 | $12K |
| Blue Trust, Inc. | 0.00% | Add +4.1% | 304 | $10K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 284 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | — | 282 | $10K |
| Family Firm, Inc. | 0.00% | New | 275 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 275 | $10K |
| Allworth Financial LP | 0.00% | Add +1.3% | 229 | $8K |
| GAMMA Investing LLC | 0.00% | Add +197.4% | 232 | $8K |
| LRI Investments, LLC | 0.00% | No change | 230 | $8K |
| Public Employees Retirement System of Ohio | 0.00% | Add +113.3% | 224 | $8K |
| Fifth Third Bancorp | 0.00% | Add +27.3% | 163 | $6K |
| Smartleaf Asset Management LLC | 0.00% | New | 150 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Add +900.0% | 140 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +707.1% | 113 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Add +292.9% | 110 | $4K |
| Avior Wealth Management, LLC | 0.00% | Reduce -86.7% | 108 | $4K |
| Whittier Trust Co. | 0.00% | Reduce -83.7% | 100 | $4K |
| Headlands Technologies LLC | 0.00% | Reduce -93.3% | 97 | $3K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +47.7% | 96 | $3K |
| Triad Wealth Partners, LLC | 0.00% | New | 66 | $2K |
| Parallel Advisors, LLC | 0.00% | Add +22.6% | 65 | $2K |
| UMB Bank, n.a. | 0.00% | Add +166.7% | 64 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 57 | $2K |
| Quarry LP | 0.00% | Reduce -94.7% | 49 | $2K |
| Global Retirement Partners, LLC | 0.00% | Add +12.5% | 45 | $2K |
| AdvisorNet Financial, Inc | 0.00% | New | 41 | $1K |
| Fortitude Family Office, LLC | 0.00% | New | 40 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 37 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 36 | $1K |
| IFP Advisors, Inc | 0.00% | Reduce -39.0% | 36 | $1K |
| Rothschild Investment LLC | 0.00% | Add +600.0% | 35 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -95.6% | 35 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 32 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 30 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $957 |
| Main Street Group, LTD | 0.00% | No change | 27 | $941 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 24 | $850 |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 20 | $709 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 18 | $638 |
| TD Private Client Wealth LLC | 0.00% | New | 18 | $638 |
| Innealta Capital, LLC | 0.00% | New | 16 | $567 |
| Larson Financial Group LLC | 0.00% | Add +40.0% | 14 | $496 |
| Parkside Financial Bank & Trust | 0.00% | Add +20.0% | 12 | $426 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -57.7% | 11 | $390 |
| Abound Wealth Management | 0.00% | No change | 8 | $284 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 6 | $213 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -33.3% | 4 | $142 |
| Huntington National Bank | 0.00% | No change | 1 | $35 |
"% of holder's portfolio" is CALX's weight in each manager's 13F, not the share of Calix Inc. the manager owns.