CalixCALX
13F holders, Q1 2025 (March 31)260holders +7
34new positions
28sold out
7famous investors
$35.43avg. 13F price*
At the end of Q1 2025, 260 institutions reported holding Calix Inc. (CALX) in their 13F filings, up 7 from Q4 2024. 34 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($393.3M), Vanguard Group Inc. ($284.1M) and Alliancebernstein L.P. ($88.9M). 7 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $32.6M |
| Exits | 28 | $41.2M |
All 13F filers, Q4 2024 → Q1 2025: 4,536,444 shares bought and 4,930,690 shares sold, net −394,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| BlackRock, Inc. | 0.01% | Reduce -2.1% | 11,096,296 | $393.3M |
| Vanguard Group Inc. | 0.01% | Add +0.5% | 8,015,370 | $284.1M |
| Alliancebernstein L.P. | 0.03% | Add +12.1% | 2,509,223 | $88.9M |
| State Street Corp. | 0.00% | Reduce -3.5% | 2,379,920 | $84.3M |
| Millennium Management | 0.06% | Reduce -13.1% | 1,765,017 | $62.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -5.8% | 1,725,522 | $61.1M |
| Congress Asset Management Co. | 0.37% | Add +8.1% | 1,378,497 | $48.9M |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 1,377,307 | $48.8M |
| TD Asset Management Inc | 0.04% | Reduce -5.7% | 1,313,762 | $46.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -16.6% | 1,144,749 | $40.6M |
| Morgan Stanley | 0.00% | Add +11.4% | 1,103,975 | $39.1M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -5.2% | 1,052,214 | $37.3M |
| Alyeska Investment Group, L.P. | 0.15% | Add +26.3% | 1,032,292 | $36.6M |
| Paradigm Capital Management Inc. | 2.02% | Reduce -2.8% | 1,027,300 | $36.4M |
| UBS Group AG | 0.01% | Add +335.3% | 851,085 | $30.2M |
| Gilder Gagnon Howe & Co. LLC | 0.37% | Add +16.5% | 796,459 | $28.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.06% | Add +36.3% | 751,936 | $26.6M |
| Epoch Investment Partners, Inc. | 0.14% | Reduce -5.3% | 748,566 | $26.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.6% | 679,367 | $24.1M |
| Northern Trust Corp. | 0.00% | Reduce -2.2% | 618,793 | $21.9M |
| Balyasny Asset Management L.P. | 0.05% | Add +29.8% | 566,057 | $20.1M |
| Jacobs Levy Equity Management, Inc. | 0.08% | Reduce -22.0% | 552,602 | $19.6M |
| Harvey Partners, LLC | 2.19% | Add +22.6% | 521,000 | $18.5M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -21.3% | 507,540 | $18.0M |
| Divisar Capital Management LLC | 4.25% | Reduce -22.5% | 460,765 | $16.3M |
| Nuveen, LLC | 0.00% | — | 429,088 | $15.2M |
| Polar Asset Management Partners Inc. | 0.68% | Reduce -31.7% | 414,952 | $14.7M |
| Assenagon Asset Management S.A. | 0.03% | Add +8.8% | 402,248 | $14.3M |
| SG Capital Management LLC | 1.22% | Reduce -40.3% | 341,740 | $12.1M |
| Penn Capital Management Company, LLC | 1.17% | New | 338,311 | $12.0M |
| Barclays PLC | 0.01% | Add +52.6% | 327,262 | $11.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Add +18.6% | 315,794 | $11.2M |
| Principal Financial Group Inc. | 0.01% | Add +2.5% | 294,539 | $10.4M |
| New York State Common Retirement Fund | 0.01% | Add +332.9% | 286,719 | $10.2M |
| Deutsche Bank AG | 0.00% | Reduce -2.0% | 275,095 | $9.7M |
| Bank of America Corp. | 0.00% | Reduce -5.6% | 274,542 | $9.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.0% | 265,468 | $9.4M |
| G2 Investment Partners Management LLC | 2.93% | Add +124.8% | 253,994 | $9.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +718.2% | 253,207 | $9.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 249,908 | $8.9M |
| Neuberger Berman Group LLC | 0.01% | New | 243,222 | $8.6M |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 237,528 | $8.4M |
| DC Investments Management, LLC | 4.18% | No change | 229,372 | $8.1M |
| Needham Investment Management LLC | 0.70% | Reduce -22.9% | 212,000 | $7.5M |
| CW Advisors, LLC | 0.09% | Add +38.1% | 208,017 | $7.4M |
| Wellington Management Group LLP | 0.00% | Reduce -0.9% | 200,541 | $7.1M |
| Public Sector Pension Investment Board | 0.03% | Add +27.3% | 187,189 | $6.6M |
| Acadian Asset Management LLC | 0.02% | Add +60.1% | 183,627 | $6.5M |
| Legal & General Group Plc | 0.00% | Add +2.4% | 178,596 | $6.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +10.6% | 176,328 | $6.2M |
| Norges Bank | 0.00% | Reduce -47.2% | 174,500 | $6.2M |
| Rhumbline Advisers | 0.01% | Reduce -0.8% | 167,217 | $5.9M |
| Tudor Investment Corporation | 0.05% | Add +8.9% | 164,701 | $5.8M |
| American Century Companies Inc. | 0.00% | Add +22.8% | 144,323 | $5.1M |
| OV Management LLC | 2.39% | Add +3.3% | 144,145 | $5.1M |
| Engineers Gate Manager LP | 0.08% | Add +26.8% | 137,295 | $4.9M |
| Citigroup Inc. | 0.00% | Add +55.8% | 131,384 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.6% | 130,303 | $4.6M |
| Trexquant Investment LP | 0.05% | Add +151.2% | 129,132 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.0% | 129,032 | $4.6M |
| Panagora Asset Management Inc. | 0.02% | Reduce -30.3% | 119,759 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Add +0.8% | 119,253 | $4.2M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 115,700 | $4.1M |
| Marathon Capital Management | 1.09% | Reduce -0.7% | 114,390 | $4.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +50.4% | 107,313 | $3.8M |
| Renaissance Technologies | 0.01% | Reduce -34.4% | 105,318 | $3.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -8.8% | 103,908 | $3.7M |
| Connors Investor Services Inc. | 0.36% | Reduce -0.6% | 102,532 | $3.6M |
| North Star Asset Management Inc. | 0.15% | Add +3.2% | 95,347 | $3.4M |
| Thompson Investment Management, Inc. | 0.48% | Reduce -0.8% | 90,240 | $3.2M |
| Townsquare Capital LLC | 0.03% | Add +17.0% | 89,219 | $3.2M |
| Marshall Wace, LLP | 0.00% | Add +39.1% | 80,635 | $2.9M |
| Sei Investments Co. | 0.00% | Add +26.3% | 77,296 | $2.7M |
| New Age Alpha Advisors, LLC | 0.12% | Reduce -10.1% | 76,838 | $2.7M |
| Inspire Advisors, LLC | 0.31% | New | 74,985 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +119.5% | 73,753 | $2.6M |
| Citadel Advisors | 0.00% | Add +11.9% | 73,297 | $2.6M |
| Formula Growth Ltd. | 1.01% | Reduce -54.8% | 70,000 | $2.5M |
| Jefferies Financial Group Inc. | 0.04% | Reduce -3.9% | 64,800 | $2.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -10.8% | 61,410 | $2.2M |
| New York State Teachers Retirement System | 0.01% | No change | 61,400 | $2.2M |
| Boothbay Fund Management, LLC | 0.08% | Add +45.6% | 59,996 | $2.1M |
| Nebula Research & Development LLC | 0.19% | Add +73.7% | 57,746 | $2.0M |
| Edgestream Partners, L.P. | 0.07% | Reduce -16.5% | 55,040 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.2% | 54,175 | $1.9M |
| Canada Pension Plan Investment Board | 0.00% | New | 53,500 | $1.9M |
| Divisadero Street Capital Management, LP | 0.22% | Reduce -65.7% | 53,022 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.1% | 50,452 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -3.5% | 58,044 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.7% | 46,944 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +17.1% | 46,139 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -59.8% | 44,356 | $1.6M |
| Danske Bank A/S | 0.00% | Add +21662.5% | 43,525 | $1.5M |
| AQR Capital Management | 0.00% | Add +304.1% | 44,874 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 43,352 | $1.5M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Add +59.0% | 42,109 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Reduce -73.8% | 38,419 | $1.4M |
| 1492 Capital Management LLC | 0.73% | Add +0.0% | 38,312 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +23.7% | 38,278 | $1.4M |
| PDT Partners, LLC | 0.09% | Reduce -34.6% | 37,535 | $1.3M |
| WINTON GROUP Ltd | 0.08% | Reduce -0.6% | 35,363 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.5% | 35,086 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +8.9% | 34,522 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Add +17.6% | 33,759 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 33,123 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.8% | 32,930 | $1.2M |
| Intech Investment Management LLC | 0.01% | Add +26.8% | 32,923 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.5% | 32,703 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +13.3% | 32,032 | $1.1M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 31,052 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +34.6% | 31,047 | $1.1M |
| XTX Topco Ltd | 0.05% | New | 30,077 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | Add +26.5% | 29,997 | $1.1M |
| Jackson Square Capital, LLC | 0.34% | Reduce -3.3% | 29,500 | $1.0M |
| FMR LLC | 0.00% | Add +1222.6% | 29,124 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Add +159.6% | 29,128 | $1.0M |
| Inspire Investing, LLC | 0.12% | Add +143.0% | 28,224 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +11.0% | 28,022 | $993K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.5% | 27,800 | $985K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 26,145 | $927K |
| Teacher Retirement System of Texas | 0.00% | New | 26,004 | $922K |
| PAX Financial Group, LLC | 0.16% | New | 25,822 | $915K |
| Janus Henderson Group PLC | 0.00% | No change | 25,131 | $881K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 24,783 | $878K |
| STRS Ohio | 0.00% | Reduce -6.6% | 24,000 | $851K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 22,908 | $812K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.3% | 21,820 | $773K |
| Victory Capital Management Inc. | 0.00% | Reduce -6.6% | 21,789 | $772K |
| Morling Financial Advisors, LLC | 0.26% | New | 21,160 | $750K |
| Stifel Financial Corp. | 0.00% | Add +8.1% | 21,091 | $747K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 20,763 | $736K |
| Comerica Bank | 0.00% | Reduce -2.4% | 19,947 | $707K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 19,526 | $692K |
| Handelsbanken Fonder AB | 0.00% | No change | 19,300 | $684K |
| Dark Forest Capital Management LP | 0.03% | Add +107.4% | 19,059 | $675K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -91.3% | 19,027 | $674K |
| Creative Planning | 0.00% | Add +66.8% | 18,641 | $661K |
| Occudo Quantitative Strategies LP | 0.09% | Add +12.1% | 18,481 | $648K |
| Two Sigma Investments, LP | 0.00% | Reduce -39.7% | 18,089 | $641K |
| EntryPoint Capital, LLC | 0.28% | Reduce -22.3% | 17,446 | $618K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -12.9% | 17,216 | $610K |
| Arizona State Retirement System | 0.00% | Reduce -0.4% | 17,120 | $607K |
| Amalgamated Bank | 0.01% | Reduce -2.1% | 16,894 | $599K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -60.4% | 16,883 | $598K |
| Franklin Resources Inc. | 0.00% | Add +1.3% | 15,990 | $567K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -95.8% | 15,705 | $557K |
| Gibbs Wealth Management | 0.13% | Add +28.4% | 14,982 | $531K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.1% | 14,124 | $501K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 14,001 | $496K |
| Holocene Advisors, LP | 0.00% | Reduce -53.9% | 13,871 | $492K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -4.1% | 13,721 | $486K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.9% | 13,500 | $478K |
| Cibc World Markets Corp. | 0.00% | New | 13,202 | $468K |
| Bank of Montreal | 0.00% | Add +19.0% | 13,153 | $466K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 12,683 | $449K |
| KLP Kapitalforvaltning As | 0.00% | No change | 12,200 | $432K |
| Verition Fund Management LLC | 0.00% | Add +79.5% | 11,658 | $413K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.2% | 11,001 | $390K |
| HSBC Holdings PLC | 0.00% | Reduce -48.2% | 10,460 | $366K |
| LPL Financial LLC | 0.00% | Add +25.7% | 10,219 | $362K |
| Huntleigh Advisors, Inc. | 0.06% | Add +16.6% | 9,822 | $348K |
| Brevan Howard Capital Management LP | 0.01% | New | 9,664 | $342K |
| Pictet Asset Management Holding SA | 0.00% | Add +11.2% | 9,392 | $333K |
| Guggenheim Capital LLC | 0.00% | Reduce -9.8% | 9,307 | $330K |
| Yorktown Management & Research Co Inc | 0.35% | No change | 9,000 | $319K |
| Atria Investments, Inc | 0.00% | Add +26.0% | 8,968 | $318K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.9% | 8,595 | $305K |
| Portside Wealth Group, LLC | 0.05% | Add +8.0% | 8,414 | $298K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 8,240 | $292K |
| Point72 Asset Management | 0.00% | New | 8,041 | $285K |
| Mariner, LLC | 0.00% | New | 7,790 | $276K |
| US Bancorp \de | 0.00% | Add +37.1% | 7,372 | $261K |
| Kera Capital Partners, Inc. | 0.08% | New | 7,360 | $261K |
| Jump Financial, LLC | 0.00% | Reduce -90.5% | 7,272 | $258K |
| Cresset Asset Management, LLC | 0.00% | Reduce -28.0% | 7,152 | $253K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,045 | $250K |
| Quadrature Capital Ltd | 0.01% | New | 6,497 | $231K |
| LVW Advisors, LLC | 0.03% | New | 6,365 | $226K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,224 | $221K |
| MML Investors Services, LLC | 0.00% | New | 6,118 | $217K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -8.0% | 5,754 | $204K |
| Gsa Capital Partners LLP | 0.02% | Reduce -84.1% | 5,705 | $202K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | New | 3,916 | $139K |
| State of Wyoming | 0.01% | Reduce -61.4% | 2,958 | $105K |
| KBC Group NV | 0.00% | No change | 2,772 | $98K |
| Point72 Hong Kong Ltd | 0.01% | New | 2,653 | $94K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -4.1% | 2,508 | $89K |
| Osaic Holdings, Inc. | 0.00% | Add +118.9% | 2,235 | $79K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.3% | 2,054 | $73K |
| Quadrant Capital Group LLC | 0.00% | Reduce -9.7% | 2,020 | $72K |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.0% | 1,542 | $55K |
| Quarry LP | 0.01% | Add +1704.0% | 1,353 | $48K |
| Hexagon Capital Partners LLC | 0.01% | Add +0.2% | 1,170 | $41K |
| Signaturefd, LLC | 0.00% | Add +91.1% | 1,007 | $36K |
| Group One Trading LLC | 0.00% | New | 997 | $35K |
| Smartleaf Asset Management LLC | 0.00% | Add +20.4% | 980 | $34K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 902 | $31K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -47.7% | 843 | $30K |
| Meeder Asset Management Inc. | 0.00% | New | 804 | $28K |
| Natixis | 0.00% | Reduce -5.9% | 736 | $26K |
| GAMMA Investing LLC | 0.00% | Add +26.9% | 670 | $24K |
| Cwm, LLC | 0.00% | Add +35.6% | 628 | $22K |
| Public Employees Retirement System of Ohio | 0.00% | Add +12.1% | 528 | $19K |
| Brooklyn Investment Group | 0.00% | New | 426 | $15K |
| Tower View Wealth Management LLC | 0.01% | No change | 400 | $14K |
| Sterling Capital Management LLC | 0.00% | Reduce -41.7% | 314 | $11K |
| Fifth Third Bancorp | 0.00% | Reduce -1.4% | 284 | $10K |
| Covestor Ltd | 0.01% | Add +0.3% | 293 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 275 | $10K |
| Truvestments Capital LLC | 0.00% | Reduce -85.6% | 262 | $9K |
| Allworth Financial LP | 0.00% | Reduce -1.8% | 225 | $9K |
| Coldstream Capital Management Inc. | 0.00% | New | 237 | $8K |
| LRI Investments, LLC | 0.00% | No change | 230 | $8K |
| Bessemer Group Inc. | 0.00% | Add +126.5% | 222 | $8K |
| UMB Bank, n.a. | 0.00% | Add +57.1% | 209 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 155 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -0.7% | 139 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +500.0% | 132 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +140.0% | 132 | $5K |
| Whittier Trust Co. | 0.00% | No change | 100 | $4K |
| Rothschild Investment LLC | 0.00% | Add +58.3% | 95 | $3K |
| Sierra Ocean, LLC | 0.00% | New | 89 | $3K |
| Lindbrook Capital, LLC | 0.00% | No change | 88 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 87 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | New | 85 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1800.0% | 76 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -95.7% | 66 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 56 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +129.2% | 55 | $2K |
| Highline Wealth Partners LLC | 0.00% | Add +48.6% | 55 | $2K |
| Amundi | 0.00% | Reduce -99.3% | 59 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 51 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 40 | $1K |
| TD Private Client Wealth LLC | 0.00% | Reduce -80.0% | 39 | $1K |
| CENTRAL TRUST Co | 0.00% | Reduce -2.7% | 36 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 29 | $1K |
| Hemington Wealth Management | 0.00% | Add +245.4% | 38 | $1K |
| Main Street Group, LTD | 0.00% | No change | 27 | $957 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $957 |
| IFP Advisors, Inc | 0.00% | Reduce -45.2% | 17 | $957 |
| SVB Wealth LLC | 0.00% | New | 25 | $886 |
| Creative Financial Designs Inc. | 0.00% | Reduce -48.9% | 23 | $815 |
| CoreCap Advisors, LLC | 0.00% | New | 23 | $815 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 21 | $744 |
| Stephens Consulting, LLC | 0.00% | New | 20 | $709 |
| Bare Financial Services, Inc | 0.00% | New | 17 | $602 |
| Larson Financial Group LLC | 0.00% | No change | 14 | $496 |
| SBI Securities Co., Ltd. | 0.00% | No change | 13 | $461 |
| Bokf, NA | 0.00% | No change | 8 | $284 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $213 |
| SouthState Bank Corp | 0.00% | New | 5 | $178 |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $178 |
| Global Financial Private Client, LLC | 0.00% | Add +400.0% | 5 | $177 |
| Assetmark, Inc. | 0.00% | Reduce -97.8% | 5 | $177 |
| Abound Wealth Management | 0.00% | Reduce -50.0% | 4 | $142 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $36 |
| Huntington National Bank | 0.00% | No change | 1 | $35 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $35 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $35 |
| Hantz Financial Services, Inc. | 0.00% | New | 14 | $0 |
"% of holder's portfolio" is CALX's weight in each manager's 13F, not the share of Calix Inc. the manager owns.