CalixCALX
13F holders, Q2 2025 (June 30)295holders +35
64new positions
29sold out
8famous investors
$53.19avg. 13F price*
At the end of Q2 2025, 295 institutions reported holding Calix Inc. (CALX) in their 13F filings, up 35 from Q1 2025. 64 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($609.8M), Vanguard Group Inc. ($458.3M) and State Street Corp. ($124.1M). 8 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 Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Calix Inc.
- CUSIP
- 13100M509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $153.8M |
| Exits | 29 | $130.3M |
All 13F filers, Q1 2025 → Q2 2025: 8,030,620 shares bought and 8,643,602 shares sold, net −612,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 295 holders
| BlackRock, Inc. | 0.01% | Add +3.3% | 11,464,605 | $609.8M |
| Vanguard Group Inc. | 0.01% | Add +7.5% | 8,615,384 | $458.3M |
| State Street Corp. | 0.00% | Reduce -2.0% | 2,333,334 | $124.1M |
| Millennium Management | 0.11% | Add +27.3% | 2,247,122 | $119.5M |
| Congress Asset Management Co. | 0.52% | Add +2.9% | 1,417,944 | $75.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.6% | 1,355,125 | $72.1M |
| Alliancebernstein L.P. | 0.02% | Reduce -46.3% | 1,348,482 | $71.7M |
| Artisan Partners Limited Partnership | 0.10% | Add +14.5% | 1,204,683 | $64.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -36.9% | 1,088,412 | $57.9M |
| Paradigm Capital Management Inc. | 2.50% | Reduce -6.1% | 964,200 | $51.3M |
| Assenagon Asset Management S.A. | 0.08% | Add +135.6% | 947,738 | $50.4M |
| Gilder Gagnon Howe & Co. LLC | 0.52% | Add +14.7% | 913,698 | $48.6M |
| Morgan Stanley | 0.00% | Reduce -23.2% | 847,616 | $45.1M |
| UBS Group AG | 0.01% | Reduce -1.6% | 837,281 | $44.5M |
| Lord, Abbett & Co. LLC | 0.15% | New | 813,162 | $43.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.08% | Reduce -1.3% | 742,028 | $39.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.8% | 666,987 | $35.5M |
| Northern Trust Corp. | 0.00% | Reduce -1.4% | 610,338 | $32.5M |
| Harvey Partners, LLC | 2.78% | Add +0.6% | 524,177 | $27.9M |
| Wellington Management Group LLP | 0.01% | Add +159.2% | 519,791 | $27.6M |
| Jacobs Levy Equity Management, Inc. | 0.10% | Reduce -12.2% | 485,406 | $25.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -57.9% | 482,229 | $25.6M |
| Balyasny Asset Management L.P. | 0.06% | Reduce -19.2% | 457,593 | $24.3M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -12.3% | 445,258 | $23.7M |
| Loomis Sayles & Co. L P | 0.03% | New | 407,634 | $21.7M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +60.1% | 405,439 | $21.6M |
| Nuveen, LLC | 0.01% | Reduce -8.8% | 391,564 | $20.8M |
| Barclays PLC | 0.01% | Add +19.3% | 390,466 | $20.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +44.8% | 384,435 | $20.4M |
| Divisar Capital Management LLC | 4.32% | Reduce -23.7% | 351,445 | $18.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +4.2% | 328,986 | $17.5M |
| Bank of America Corp. | 0.00% | Add +18.6% | 325,671 | $17.3M |
| Penn Capital Management Company, LLC | 1.46% | Reduce -6.6% | 315,847 | $16.8M |
| G2 Investment Partners Management LLC | 3.57% | Add +20.7% | 306,622 | $16.3M |
| Westfield Capital Management Co. LP | 0.06% | New | 291,149 | $15.5M |
| Cubist Systematic Strategies, LLC | 0.17% | Add +1166.0% | 290,026 | $15.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.8% | 286,292 | $15.2M |
| Citadel Advisors | 0.01% | Add +276.1% | 275,708 | $14.7M |
| New York State Common Retirement Fund | 0.02% | Reduce -4.0% | 275,378 | $14.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +50.4% | 265,263 | $14.1M |
| Deutsche Bank AG | 0.01% | Reduce -3.9% | 264,296 | $14.1M |
| Penserra Capital Management LLC | 0.19% | New | 255,685 | $13.6M |
| Renaissance Technologies | 0.02% | Add +125.6% | 237,618 | $12.6M |
| Hood River Capital Management LLC | 0.17% | New | 229,832 | $12.2M |
| Invesco Ltd. | 0.00% | Reduce -5.6% | 224,262 | $11.9M |
| Acadian Asset Management LLC | 0.02% | Add +18.0% | 216,709 | $11.5M |
| Tudor Investment Corporation | 0.08% | Add +27.6% | 210,160 | $11.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -13.9% | 209,445 | $11.1M |
| CW Advisors, LLC | 0.11% | Reduce -0.5% | 207,000 | $11.0M |
| D. E. Shaw & Co. | 0.01% | Add +356.5% | 202,473 | $10.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.1% | 197,284 | $10.5M |
| Public Sector Pension Investment Board | 0.04% | Add +5.1% | 196,704 | $10.5M |
| Prudential Financial Inc. | 0.01% | Add +211.3% | 180,693 | $9.6M |
| Legal & General Group Plc | 0.00% | Reduce -1.3% | 176,294 | $9.4M |
| Rhumbline Advisers | 0.01% | Add +0.3% | 167,752 | $8.9M |
| Point72 Asset Management | 0.02% | Add +1918.6% | 162,318 | $8.6M |
| Danske Bank A/S | 0.02% | Add +259.4% | 156,445 | $8.3M |
| Polar Asset Management Partners Inc. | 0.27% | Reduce -63.2% | 152,684 | $8.1M |
| Canada Pension Plan Investment Board | 0.01% | Add +182.4% | 151,100 | $8.0M |
| American Century Companies Inc. | 0.00% | Add +2.9% | 148,527 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Add +22.4% | 146,006 | $7.8M |
| BNP Paribas Financial Markets | 0.01% | Add +182.6% | 142,559 | $7.6M |
| Edgestream Partners, L.P. | 0.21% | Add +158.6% | 142,353 | $7.6M |
| Engineers Gate Manager LP | 0.09% | Add +3.4% | 141,954 | $7.6M |
| Sei Investments Co. | 0.01% | Add +69.2% | 130,817 | $7.0M |
| Swiss National Bank | 0.00% | Add +4.5% | 120,900 | $6.4M |
| SG Capital Management LLC | 0.54% | Reduce -64.8% | 120,463 | $6.4M |
| Panagora Asset Management Inc. | 0.03% | Reduce -0.1% | 119,676 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.9% | 117,506 | $6.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +9.4% | 117,378 | $6.2M |
| Trexquant Investment LP | 0.07% | Reduce -15.2% | 109,498 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.1% | 100,228 | $5.3M |
| Citigroup Inc. | 0.00% | Reduce -25.2% | 98,280 | $5.2M |
| Marathon Capital Management | 1.32% | Reduce -15.5% | 96,635 | $5.1M |
| North Star Asset Management Inc. | 0.22% | Add +1.2% | 96,526 | $5.1M |
| Driehaus Capital Management LLC | 0.04% | New | 92,855 | $4.9M |
| Connors Investor Services Inc. | 0.41% | Reduce -14.2% | 87,962 | $4.7M |
| Informed Momentum Co LLC | 0.69% | New | 85,845 | $4.6M |
| Walleye Capital LLC | 0.04% | New | 82,293 | $4.4M |
| DC Investments Management, LLC | 1.70% | Reduce -66.6% | 76,642 | $4.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -28.8% | 74,007 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -1.6% | 72,565 | $3.9M |
| Thompson Investment Management, Inc. | 0.53% | Reduce -22.6% | 69,840 | $3.7M |
| Dark Forest Capital Management LP | 0.15% | Add +261.2% | 68,843 | $3.7M |
| Nebula Research & Development LLC | 0.31% | Add +19.2% | 68,827 | $3.7M |
| Boothbay Fund Management, LLC | 0.12% | Add +14.4% | 68,665 | $3.7M |
| Brevan Howard Capital Management LP | 0.04% | Add +537.4% | 61,597 | $3.3M |
| New York State Teachers Retirement System | 0.01% | Add +0.2% | 61,500 | $3.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.4% | 61,145 | $3.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +22.8% | 56,656 | $3.0M |
| Jane Street Group, LLC | 0.00% | New | 56,039 | $3.0M |
| Algert Global LLC | 0.06% | New | 55,920 | $3.0M |
| California State Teachers Retirement System | 0.00% | Add +1.0% | 54,729 | $2.9M |
| Divisadero Street Capital Management, LP | 0.19% | No change | 53,022 | $2.8M |
| Allianz Asset Management GmbH | 0.00% | New | 50,970 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.3% | 50,348 | $2.7M |
| HSBC Holdings PLC | 0.00% | Add +348.2% | 46,883 | $2.5M |
| FMR LLC | 0.00% | Add +48.5% | 43,250 | $2.3M |
| AQR Capital Management | 0.00% | Reduce -2.9% | 43,584 | $2.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.1% | 42,420 | $2.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 42,100 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 40,253 | $2.1M |
| Needham Investment Management LLC | 0.17% | Reduce -81.1% | 40,000 | $2.1M |
| Jump Financial, LLC | 0.03% | Add +439.3% | 39,220 | $2.1M |
| Jackson Creek Investment Advisors LLC | 0.55% | New | 38,573 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -0.6% | 38,036 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +21.9% | 37,841 | $2.0M |
| Lisanti Capital Growth, LLC | 0.55% | New | 37,240 | $2.0M |
| Marshall Wace, LLP | 0.00% | Reduce -54.3% | 36,867 | $2.0M |
| Comerica Bank | 0.01% | Add +84.6% | 36,816 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +8.2% | 35,840 | $1.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +42.4% | 35,283 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.2% | 35,025 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Add +5.1% | 34,361 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | Add +29.1% | 33,564 | $1.8M |
| Intech Investment Management LLC | 0.02% | No change | 32,923 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.7% | 31,864 | $1.7M |
| Graham Capital Management, L.P. | 0.05% | New | 31,439 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +93.5% | 30,936 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.3% | 30,849 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -9.1% | 30,701 | $1.6M |
| Creative Planning | 0.00% | Add +52.7% | 28,464 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Reduce -5.8% | 28,261 | $1.5M |
| Lazard Asset Management LLC | 0.00% | New | 28,097 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +7.4% | 28,070 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.9% | 27,000 | $1.4M |
| Jackson Square Capital, LLC | 0.30% | Reduce -13.6% | 25,486 | $1.4M |
| WINTON GROUP Ltd | 0.07% | Reduce -28.0% | 25,470 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 25,131 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Add +37.0% | 24,789 | $1.3M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -64.7% | 22,900 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -42.1% | 22,243 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +4.5% | 22,044 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -22.6% | 21,675 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.4% | 21,525 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 20,763 | $1.1M |
| STRS Ohio | 0.00% | Reduce -15.0% | 20,400 | $1.1M |
| Magnetar Financial LLC | 0.01% | New | 19,910 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -40.9% | 18,938 | $1.0M |
| Harbor Capital Advisors, Inc. | 0.04% | Add +36.0% | 18,656 | $992K |
| Walleye Trading LLC | 0.02% | New | 18,589 | $989K |
| Arizona State Retirement System | 0.01% | Add +7.9% | 18,478 | $983K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -7.1% | 18,148 | $965K |
| Handelsbanken Fonder AB | 0.00% | Reduce -6.7% | 18,000 | $957K |
| Quantbot Technologies LP | 0.02% | New | 17,685 | $941K |
| Boston Partners | 0.00% | New | 17,126 | $911K |
| Campbell & CO Investment Adviser LLC | 0.06% | New | 17,105 | $910K |
| Gibbs Wealth Management | 0.17% | Add +13.3% | 16,976 | $903K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -1.5% | 16,954 | $902K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,883 | $898K |
| Amalgamated Bank | 0.01% | Reduce -2.2% | 16,518 | $879K |
| Scott Marsh Financial, LLC | 0.32% | — | 16,228 | $863K |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -62.1% | 15,976 | $850K |
| Fox Run Management, L.L.C. | 0.13% | New | 15,217 | $809K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +4.9% | 14,811 | $788K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -14.0% | 13,505 | $718K |
| Victory Capital Management Inc. | 0.00% | Reduce -38.2% | 13,462 | $716K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +5.9% | 13,431 | $714K |
| KLP Kapitalforvaltning As | 0.00% | Add +9.0% | 13,300 | $707K |
| Bank of Montreal | 0.00% | Add +0.6% | 13,229 | $704K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.2% | 13,200 | $702K |
| ProShare Advisors LLC | 0.00% | Reduce -6.1% | 13,144 | $699K |
| Tidal Investments LLC | 0.00% | New | 12,866 | $684K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +12.3% | 12,352 | $657K |
| Landscape Capital Management, L.L.C. | 0.05% | New | 11,065 | $589K |
| Verition Fund Management LLC | 0.00% | Reduce -5.1% | 11,065 | $589K |
| Schroder Investment Management Group | 0.00% | New | 10,767 | $552K |
| Huntleigh Advisors, Inc. | 0.11% | Add +5.7% | 10,383 | $552K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +24.5% | 10,262 | $546K |
| Formula Growth Ltd. | 0.20% | Reduce -85.7% | 10,000 | $532K |
| Occudo Quantitative Strategies LP | 0.06% | Reduce -46.0% | 9,980 | $531K |
| Amundi | 0.00% | Add +16478.0% | 9,781 | $518K |
| LVW Advisors, LLC | 0.06% | Add +50.4% | 9,571 | $509K |
| Townsquare Capital LLC | 0.05% | Reduce -89.4% | 9,482 | $504K |
| Atria Investments, Inc | 0.01% | Add +4.6% | 9,384 | $499K |
| LPL Financial LLC | 0.00% | Reduce -8.5% | 9,353 | $497K |
| State of Wyoming | 0.06% | Add +213.5% | 9,272 | $493K |
| OV Management LLC | 0.40% | Reduce -93.7% | 9,053 | $482K |
| Yorktown Management & Research Co Inc | 0.46% | No change | 9,000 | $479K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +914.2% | 8,550 | $455K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -11.4% | 8,322 | $443K |
| Portside Wealth Group, LLC | 0.06% | Reduce -4.7% | 8,015 | $426K |
| Bridgefront Capital, LLC | 0.11% | New | 7,831 | $417K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -13.8% | 7,411 | $394K |
| Kera Capital Partners, Inc. | 0.08% | Add +0.0% | 7,363 | $392K |
| Gotham Asset Management | 0.00% | New | 7,321 | $389K |
| Inspire Investing, LLC | 0.04% | Reduce -74.1% | 7,316 | $389K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.9% | 7,269 | $387K |
| Gsa Capital Partners LLP | 0.03% | Add +25.5% | 7,162 | $381K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,045 | $375K |
| Legato Capital Management LLC | 0.04% | New | 7,050 | $375K |
| US Bancorp \de | 0.00% | Reduce -8.3% | 6,760 | $360K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.2% | 6,023 | $320K |
| MML Investors Services, LLC | 0.00% | Reduce -4.2% | 5,861 | $312K |
| Summit Global Investments | 0.02% | New | 5,793 | $308K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +0.1% | 5,757 | $306K |
| Capstone Investment Advisors, LLC | 0.00% | New | 5,596 | $298K |
| Ieq Capital, LLC | 0.00% | New | 5,487 | $292K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,973 | $265K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,953 | $263K |
| Versor Investments LP | 0.04% | New | 4,800 | $255K |
| Xponance LLC | 0.00% | New | 4,574 | $243K |
| Cooper Financial Group | 0.03% | New | 4,480 | $238K |
| Corient Private Wealth LP | 0.00% | New | 4,447 | $237K |
| CIBC Asset Management Inc | 0.00% | New | 4,442 | $236K |
| Enterprise Financial Services Corp | 0.12% | New | 4,400 | $234K |
| Vident Advisory, LLC | 0.00% | New | 4,398 | $234K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 4,327 | $230K |
| Praxis Investment Management Inc. | 0.01% | New | 4,210 | $224K |
| Evergreen Capital Management LLC | 0.01% | New | 4,185 | $223K |
| Teza Capital Management LLC | 0.16% | New | 4,132 | $220K |
| Quadrature Capital Ltd | 0.00% | Reduce -37.2% | 4,079 | $217K |
| Linden Thomas Advisory Services, LLC | 0.02% | New | 4,064 | $216K |
| Nisa Investment Advisors, LLC | 0.00% | Add +59.6% | 4,004 | $213K |
| Quantinno Capital Management LP | 0.00% | New | 3,949 | $210K |
| Jones Financial Companies LLLP | 0.00% | New | 4,041 | $207K |
| Guggenheim Capital LLC | 0.00% | Reduce -58.6% | 3,856 | $205K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | Reduce -6.1% | 3,676 | $196K |
| SG Americas Securities, LLC | 0.00% | Reduce -89.0% | 3,193 | $170K |
| PNC Financial Services Group, Inc. | 0.00% | Add +40.9% | 2,895 | $154K |
| Brooklyn Investment Group | 0.02% | Add +535.7% | 2,708 | $144K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.5% | 2,178 | $116K |
| KBC Group NV | 0.00% | Reduce -24.6% | 2,090 | $111K |
| GAMMA Investing LLC | 0.01% | Add +119.7% | 1,472 | $78K |
| Signaturefd, LLC | 0.00% | Add +36.0% | 1,370 | $73K |
| Cwm, LLC | 0.00% | Add +112.6% | 1,335 | $71K |
| Smartleaf Asset Management LLC | 0.01% | Add +27.0% | 1,245 | $64K |
| Pacer Advisors, Inc. | 0.00% | Reduce -23.9% | 1,174 | $62K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 902 | $46K |
| Natixis | 0.00% | Reduce -3.9% | 707 | $38K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 674 | $36K |
| Raymond James Financial Inc. | 0.00% | New | 564 | $30K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.0% | 507 | $27K |
| SouthState Bank Corp | 0.00% | Add +10000.0% | 505 | $27K |
| Quarry LP | 0.01% | Reduce -63.6% | 493 | $26K |
| Simplex Trading, LLC | 0.00% | New | 455 | $24K |
| Tower View Wealth Management LLC | 0.01% | No change | 400 | $21K |
| Fifth Third Bancorp | 0.00% | Add +32.4% | 376 | $20K |
| Group One Trading LLC | 0.00% | Reduce -70.2% | 297 | $16K |
| Covestor Ltd | 0.01% | Reduce -0.7% | 291 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 275 | $15K |
| Allworth Financial LP | 0.00% | Add +18.7% | 267 | $14K |
| Bessemer Group Inc. | 0.00% | Add +17.6% | 261 | $14K |
| Truvestments Capital LLC | 0.00% | No change | 262 | $14K |
| LRI Investments, LLC | 0.00% | No change | 230 | $12K |
| Bayforest Capital Ltd | 0.01% | New | 216 | $11K |
| Clearstead Advisors, LLC | 0.00% | New | 183 | $10K |
| UMB Bank, n.a. | 0.00% | Reduce -20.1% | 167 | $9K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 164 | $9K |
| Hillsdale Investment Management Inc. | 0.00% | New | 160 | $9K |
| Sterling Capital Management LLC | 0.00% | Reduce -54.5% | 143 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +76.3% | 134 | $7K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -12.2% | 122 | $6K |
| Rothschild Investment LLC | 0.00% | Add +15.8% | 110 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 97 | $6K |
| Whittier Trust Co. | 0.00% | No change | 100 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 88 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 87 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 85 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +25.8% | 83 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -52.3% | 63 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -53.0% | 62 | $3K |
| Hemington Wealth Management | 0.00% | Add +86.8% | 71 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 56 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 55 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 51 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +10.0% | 44 | $2K |
| Principal Securities, Inc. | 0.00% | New | 42 | $2K |
| MAI Capital Management | 0.00% | New | 38 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Add +207.1% | 43 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 36 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 35 | $2K |
| Main Street Group, LTD | 0.00% | No change | 27 | $1K |
| Bare Financial Services, Inc | 0.00% | Add +58.8% | 27 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -54.5% | 25 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 23 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 21 | $1K |
| Larson Financial Group LLC | 0.00% | Add +7.1% | 15 | $798 |
| SBI Securities Co., Ltd. | 0.00% | No change | 13 | $691 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -69.0% | 9 | $479 |
| Bokf, NA | 0.00% | No change | 8 | $426 |
| True Wealth Design, LLC | 0.00% | New | 7 | $373 |
| Assetmark, Inc. | 0.00% | Add +40.0% | 7 | $372 |
| Clearstead Trust, LLC | 0.00% | New | 6 | $320 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $320 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 5 | $266 |
| Abound Wealth Management | 0.00% | No change | 4 | $213 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -20.0% | 4 | $213 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $160 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $106 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $54 |
| Huntington National Bank | 0.00% | No change | 1 | $53 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $53 |
| Essential Partners LLC | 0.00% | — | 1 | $53 |
"% of holder's portfolio" is CALX's weight in each manager's 13F, not the share of Calix Inc. the manager owns.