CalixCALX
13F holders, Q4 2024 (December 31)253holders +12
37new positions
33sold out
6famous investors
$34.86avg. 13F price*
At the end of Q4 2024, 253 institutions reported holding Calix Inc. (CALX) in their 13F filings, up 12 from Q3 2024. 37 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($395.4M), Vanguard Group Inc. ($278.2M) and State Street Corp. ($86.0M). 6 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Calix Inc.
- CUSIP
- 13100M509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $63.2M |
| Exits | 33 | $53.4M |
All 13F filers, Q3 2024 → Q4 2024: 7,026,197 shares bought and 7,077,179 shares sold, net −50,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| BlackRock, Inc. | 0.01% | Add +4.9% | 11,340,168 | $395.4M |
| Vanguard Group Inc. | 0.00% | Add +5.5% | 7,977,769 | $278.2M |
| State Street Corp. | 0.00% | Add +6.4% | 2,465,307 | $86.0M |
| Alliancebernstein L.P. | 0.03% | Reduce -57.4% | 2,238,826 | $78.1M |
| Millennium Management | 0.06% | Add +77.8% | 2,031,212 | $70.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.3% | 1,832,407 | $63.9M |
| TD Asset Management Inc | 0.04% | Reduce -11.5% | 1,393,158 | $48.6M |
| Bank of New York Mellon Corp | 0.01% | Add +3.4% | 1,373,246 | $47.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.5% | 1,337,709 | $46.7M |
| Congress Asset Management Co. | 0.30% | Reduce -18.5% | 1,275,322 | $44.5M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -2.6% | 1,110,105 | $38.7M |
| Paradigm Capital Management Inc. | 1.71% | Reduce -20.3% | 1,057,200 | $36.9M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 990,683 | $34.5M |
| Alyeska Investment Group, L.P. | 0.11% | Reduce -12.0% | 817,264 | $28.5M |
| Epoch Investment Partners, Inc. | 0.13% | Reduce -8.8% | 790,320 | $27.6M |
| Trigran Investments, Inc. | 2.89% | Reduce -2.8% | 721,648 | $25.2M |
| Jacobs Levy Equity Management, Inc. | 0.09% | Add +105.7% | 708,723 | $24.7M |
| Gilder Gagnon Howe & Co. LLC | 0.26% | Reduce -28.4% | 683,878 | $23.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.0% | 649,244 | $22.6M |
| Rockefeller Capital Management L.P. | 0.06% | Add +57.1% | 644,984 | $22.5M |
| Northern Trust Corp. | 0.00% | Add +9.4% | 632,486 | $22.1M |
| Polar Asset Management Partners Inc. | 0.41% | Add +8.4% | 607,500 | $21.2M |
| Divisar Capital Management LLC | 4.50% | Add +32.6% | 594,357 | $20.7M |
| SG Capital Management LLC | 2.19% | Add +31.1% | 572,224 | $20.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +5.6% | 551,545 | $19.2M |
| Balyasny Asset Management L.P. | 0.04% | Add +711.5% | 436,036 | $15.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +68.4% | 434,872 | $15.2M |
| Nuveen Asset Management, LLC | 0.00% | Add +7.4% | 432,623 | $15.1M |
| Harvey Partners, LLC | 1.67% | New | 425,000 | $14.8M |
| Mesirow Institutional Investment Management, Inc. | 1.03% | Add +6.5% | 385,323 | $13.4M |
| Kornitzer Capital Management Inc. | 0.26% | Reduce -13.0% | 373,726 | $13.0M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -8.0% | 369,638 | $12.9M |
| Norges Bank | 0.00% | New | 330,300 | $11.5M |
| Bank of America Corp. | 0.00% | Reduce -17.8% | 290,925 | $10.1M |
| Principal Financial Group Inc. | 0.01% | Add +3.8% | 287,509 | $10.0M |
| Deutsche Bank AG | 0.00% | Reduce -0.0% | 280,596 | $9.8M |
| Needham Investment Management LLC | 0.74% | Add +10.0% | 275,000 | $9.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +2741.6% | 266,197 | $9.3M |
| JPMorgan Chase & Co. | 0.00% | Add +93.0% | 246,199 | $8.6M |
| Invesco Ltd. | 0.00% | Reduce -69.2% | 238,948 | $8.3M |
| DC Investments Management, LLC | 5.22% | No change | 229,372 | $8.0M |
| Voloridge Investment Management, LLC | 0.03% | New | 218,142 | $7.6M |
| Barclays PLC | 0.00% | Add +88.9% | 214,511 | $7.5M |
| Wellington Management Group LLP | 0.00% | Add +0.6% | 202,274 | $7.1M |
| UBS Group AG | 0.00% | Add +212.4% | 195,498 | $6.8M |
| Jain Global LLC | 0.19% | — | 179,726 | $6.3M |
| Legal & General Group Plc | 0.00% | Add +3.5% | 174,469 | $6.1M |
| Panagora Asset Management Inc. | 0.03% | Add +54.7% | 171,687 | $6.0M |
| Rhumbline Advisers | 0.01% | Add +1.4% | 168,531 | $5.9M |
| Renaissance Technologies | 0.01% | Reduce -21.3% | 160,419 | $5.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +23.0% | 159,423 | $5.6M |
| Formula Growth Ltd. | 1.83% | Add +55.0% | 155,000 | $5.4M |
| Divisadero Street Capital Management, LP | 0.67% | New | 154,742 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.0% | 152,555 | $5.3M |
| Tudor Investment Corporation | 0.06% | Add +257.0% | 151,281 | $5.3M |
| CW Advisors, LLC | 0.07% | Reduce -39.0% | 150,617 | $5.3M |
| Public Sector Pension Investment Board | 0.02% | Add +18.3% | 147,014 | $5.1M |
| Squarepoint Ops LLC | 0.01% | Add +20.9% | 146,452 | $5.1M |
| OV Management LLC | 2.26% | Add +0.8% | 139,603 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 135,803 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +30.5% | 118,245 | $4.1M |
| American Century Companies Inc. | 0.00% | Add +1.3% | 117,545 | $4.1M |
| Swiss National Bank | 0.00% | Add +1.1% | 116,500 | $4.1M |
| Marathon Capital Management | 1.01% | Reduce -4.7% | 115,135 | $4.0M |
| Acadian Asset Management LLC | 0.01% | Add +4116.5% | 114,690 | $4.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -11.9% | 113,874 | $4.0M |
| G2 Investment Partners Management LLC | 1.02% | Add +7.7% | 112,994 | $3.9M |
| D. E. Shaw & Co. | 0.00% | New | 110,231 | $3.8M |
| Engineers Gate Manager LP | 0.07% | Add +16.1% | 108,260 | $3.8M |
| Connors Investor Services Inc. | 0.34% | Add +26.2% | 103,169 | $3.6M |
| North Star Asset Management Inc. | 0.14% | Add +3.0% | 92,390 | $3.2M |
| Thompson Investment Management, Inc. | 0.46% | Add +4.6% | 90,940 | $3.2M |
| New Age Alpha Advisors, LLC | 0.12% | New | 85,502 | $3.0M |
| Citigroup Inc. | 0.00% | Add +11.6% | 84,340 | $2.9M |
| Jump Financial, LLC | 0.06% | Add +159.6% | 76,963 | $2.7M |
| Townsquare Capital LLC | 0.03% | Reduce -32.9% | 76,243 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -42.5% | 71,337 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.6% | 68,867 | $2.4M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -26.2% | 67,400 | $2.4M |
| New York State Common Retirement Fund | 0.00% | Reduce -1.7% | 66,228 | $2.3M |
| Edgestream Partners, L.P. | 0.10% | Add +98.3% | 65,945 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -63.2% | 65,511 | $2.3M |
| New York State Teachers Retirement System | 0.00% | No change | 61,400 | $2.1M |
| Sei Investments Co. | 0.00% | Reduce -6.4% | 61,187 | $2.1M |
| Marshall Wace, LLP | 0.00% | New | 57,950 | $2.0M |
| PDT Partners, LLC | 0.18% | Reduce -20.1% | 57,354 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -0.7% | 55,407 | $1.9M |
| Trexquant Investment LP | 0.02% | New | 51,413 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +102.4% | 51,004 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -1.4% | 60,134 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.8% | 45,620 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.3% | 43,189 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 42,610 | $1.5M |
| ExodusPoint Capital Management, LP | 0.02% | Add +91.9% | 42,012 | $1.5M |
| Boothbay Fund Management, LLC | 0.05% | Add +103.5% | 41,207 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -56.3% | 39,396 | $1.4M |
| Atom Investors LP | 0.17% | Reduce -62.7% | 38,621 | $1.3M |
| 1492 Capital Management LLC | 0.64% | New | 38,311 | $1.3M |
| Gsa Capital Partners LLP | 0.09% | New | 35,846 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Add +5.9% | 35,632 | $1.2M |
| WINTON GROUP Ltd | 0.08% | Add +30.7% | 35,569 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 33,605 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +0.3% | 33,543 | $1.2M |
| Nebula Research & Development LLC | 0.14% | Add +212.9% | 33,251 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -14.5% | 32,601 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.4% | 31,712 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -34.5% | 31,709 | $1.1M |
| Corebridge Financial, Inc. | 0.01% | Reduce -6.2% | 31,660 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -3.8% | 30,950 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 30,946 | $1.1M |
| Jackson Square Capital, LLC | 0.26% | No change | 30,500 | $1.1M |
| Holocene Advisors, LP | 0.00% | New | 30,096 | $1.0M |
| Two Sigma Investments, LP | 0.00% | Add +31.0% | 29,994 | $1.0M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -10.4% | 28,714 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Add +0.7% | 28,500 | $994K |
| Federation des caisses Desjardins du Quebec | 0.01% | No change | 28,262 | $985K |
| Susquehanna Fundamental Investments, LLC | 0.02% | — | 26,488 | $924K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -2.3% | 26,145 | $912K |
| Intech Investment Management LLC | 0.01% | Add +83.5% | 25,961 | $905K |
| STRS Ohio | 0.00% | Add +77.2% | 25,700 | $896K |
| Royal Bank of Canada | 0.00% | Reduce -5.1% | 25,249 | $881K |
| Janus Henderson Group PLC | 0.00% | No change | 25,131 | $876K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +23.0% | 24,592 | $858K |
| Mackenzie Financial Corp. | 0.00% | Add +159.3% | 23,710 | $827K |
| Victory Capital Management Inc. | 0.00% | Add +14.1% | 23,324 | $813K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 23,060 | $804K |
| EntryPoint Capital, LLC | 0.33% | New | 22,464 | $783K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.7% | 22,331 | $779K |
| Aquatic Capital Management LLC | 0.02% | Add +51.4% | 20,896 | $729K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 20,763 | $724K |
| Comerica Bank | 0.00% | Reduce -3.9% | 20,445 | $713K |
| HSBC Holdings PLC | 0.00% | Add +15.4% | 20,200 | $700K |
| Maryland State Retirement & Pension System | 0.01% | No change | 19,776 | $690K |
| Graham Capital Management, L.P. | 0.03% | New | 19,754 | $689K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 19,526 | $681K |
| Stifel Financial Corp. | 0.00% | Add +10.9% | 19,512 | $680K |
| Handelsbanken Fonder AB | 0.00% | No change | 19,300 | $673K |
| Liontrust Investment Partners LLP | 0.01% | No change | 18,213 | $635K |
| ProShare Advisors LLC | 0.00% | Add +46.2% | 17,921 | $625K |
| Amalgamated Bank | 0.00% | No change | 17,266 | $602K |
| Arizona State Retirement System | 0.00% | Add +1.2% | 17,187 | $599K |
| Maxi Investments CY Ltd | 0.11% | New | 16,798 | $586K |
| Occudo Quantitative Strategies LP | 0.10% | New | 16,485 | $575K |
| Franklin Resources Inc. | 0.00% | Add +18.3% | 15,780 | $550K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 14,686 | $512K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +25.6% | 14,301 | $499K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.7% | 13,900 | $485K |
| Fox Run Management, L.L.C. | 0.09% | New | 13,619 | $475K |
| Baillie Gifford & Co. | 0.00% | Reduce -9.9% | 13,308 | $464K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 12,683 | $442K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.7% | 12,600 | $439K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.4% | 12,546 | $437K |
| KLP Kapitalforvaltning As | 0.00% | — | 12,200 | $425K |
| Diversified Trust Co. | 0.01% | Add +18.1% | 12,030 | $419K |
| Gibbs Wealth Management | 0.11% | Add +3.1% | 11,667 | $407K |
| Inspire Investing, LLC | 0.05% | Add +9.2% | 11,613 | $405K |
| SG Americas Securities, LLC | 0.00% | New | 11,221 | $391K |
| Creative Planning | 0.00% | Reduce -18.1% | 11,177 | $390K |
| AQR Capital Management | 0.00% | Add +38.1% | 11,105 | $387K |
| Bank of Montreal | 0.00% | Add +27.1% | 11,057 | $386K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 11,024 | $384K |
| Guggenheim Capital LLC | 0.00% | Reduce -90.9% | 10,317 | $360K |
| Cresset Asset Management, LLC | 0.00% | Reduce -15.7% | 9,934 | $346K |
| Amundi | 0.00% | New | 8,639 | $330K |
| Dark Forest Capital Management LP | 0.05% | New | 9,190 | $320K |
| Yorktown Management & Research Co Inc | 0.30% | New | 9,000 | $314K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.5% | 8,940 | $312K |
| Neo Ivy Capital Management | 0.06% | New | 8,616 | $300K |
| TradeLink Capital LLC | 2.95% | New | 8,583 | $299K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,444 | $294K |
| Huntleigh Advisors, Inc. | 0.06% | — | 8,425 | $294K |
| LPL Financial LLC | 0.00% | Reduce -50.1% | 8,128 | $283K |
| Portside Wealth Group, LLC | 0.04% | Reduce -24.5% | 7,793 | $272K |
| State of Wyoming | 0.03% | Add +56.5% | 7,657 | $267K |
| Atria Investments, Inc | 0.00% | Add +7.0% | 7,120 | $248K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -3.6% | 7,045 | $246K |
| Verition Fund Management LLC | 0.00% | New | 6,494 | $226K |
| Magnetar Financial LLC | 0.01% | New | 6,363 | $222K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 6,257 | $218K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +8.1% | 6,224 | $217K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,966 | $208K |
| US Bancorp \de | 0.00% | Reduce -5.2% | 5,376 | $187K |
| KBC Group NV | 0.00% | Add +57.8% | 2,772 | $97K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.6% | 2,616 | $91K |
| Quantbot Technologies LP | 0.00% | New | 2,415 | $84K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.1% | 2,241 | $78K |
| Quadrant Capital Group LLC | 0.01% | Reduce -10.0% | 2,238 | $78K |
| FMR LLC | 0.00% | Reduce -8.2% | 2,202 | $77K |
| Truvestments Capital LLC | 0.02% | Reduce -7.4% | 1,824 | $64K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.0% | 1,612 | $56K |
| Pacer Advisors, Inc. | 0.00% | Add +29.8% | 1,558 | $54K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.4% | 1,544 | $54K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -15.7% | 1,168 | $41K |
| Osaic Holdings, Inc. | 0.00% | Reduce -81.8% | 1,021 | $36K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 902 | $31K |
| Smartleaf Asset Management LLC | 0.00% | Add +367.8% | 814 | $28K |
| Natixis | 0.00% | Reduce -12.5% | 782 | $27K |
| Caitong International Asset Management Co., Ltd | 0.02% | — | 668 | $23K |
| Sterling Capital Management LLC | 0.00% | Add +444.4% | 539 | $19K |
| GAMMA Investing LLC | 0.00% | Reduce -21.0% | 528 | $18K |
| Signaturefd, LLC | 0.00% | Reduce -3.5% | 527 | $18K |
| Avior Wealth Management, LLC | 0.00% | Reduce -58.5% | 492 | $17K |
| Public Employees Retirement System of Ohio | 0.00% | Add +41.0% | 471 | $16K |
| Cwm, LLC | 0.00% | Reduce -22.3% | 463 | $16K |
| Rise Advisors, LLC | 0.01% | No change | 405 | $14K |
| Tower View Wealth Management LLC | 0.01% | No change | 400 | $14K |
| Fifth Third Bancorp | 0.00% | Reduce -20.7% | 288 | $10K |
| Covestor Ltd | 0.01% | No change | 292 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 282 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 275 | $10K |
| Allworth Financial LP | 0.00% | Reduce -0.4% | 229 | $9K |
| LRI Investments, LLC | 0.00% | No change | 230 | $8K |
| Assetmark, Inc. | 0.00% | Reduce -93.4% | 223 | $8K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 222 | $8K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -70.0% | 203 | $7K |
| Danske Bank A/S | 0.00% | Reduce -85.7% | 200 | $7K |
| TD Private Client Wealth LLC | 0.00% | Add +400.0% | 195 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 155 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 140 | $5K |
| UMB Bank, n.a. | 0.00% | Reduce -5.0% | 133 | $5K |
| Whittier Trust Co. | 0.00% | No change | 100 | $3K |
| Lindbrook Capital, LLC | 0.00% | Reduce -79.3% | 88 | $3K |
| Versant Capital Management, Inc | 0.00% | Reduce -23.0% | 87 | $3K |
| Bessemer Group Inc. | 0.00% | Add +50.8% | 98 | $3K |
| Quarry LP | 0.00% | Add +1.4% | 75 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -7.7% | 60 | $2K |
| 2UniFi Bank | 0.00% | — | 56 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -15.4% | 55 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 51 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 45 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -13.9% | 31 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 40 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 35 | $1K |
| CENTRAL TRUST Co | 0.00% | Add +2.8% | 37 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 37 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +52.6% | 29 | $1K |
| Main Street Group, LTD | 0.00% | No change | 27 | $942 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $941 |
| Parkside Financial Bank & Trust | 0.00% | Add +100.0% | 24 | $838 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -37.1% | 22 | $767 |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -54.4% | 21 | $732 |
| Larson Financial Group LLC | 0.00% | No change | 14 | $488 |
| SBI Securities Co., Ltd. | 0.00% | — | 13 | $453 |
| Bokf, NA | 0.00% | New | 8 | $290 |
| Abound Wealth Management | 0.00% | No change | 8 | $279 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $210 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -16.7% | 5 | $175 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 5 | $174 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 4 | $139 |
| Huntington National Bank | 0.00% | Reduce -85.7% | 1 | $35 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $35 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $35 |
| Hemington Wealth Management | 0.00% | Add +22.2% | 11 | $0 |
"% of holder's portfolio" is CALX's weight in each manager's 13F, not the share of Calix Inc. the manager owns.