CalixCALX
13F holders, Q3 2025 (September 30)314holders +19
51new positions
29sold out
8famous investors
$61.37avg. 13F price*
At the end of Q3 2025, 314 institutions reported holding Calix Inc. (CALX) in their 13F filings, up 19 from Q2 2025. 51 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($719.1M), Vanguard Group Inc. ($521.0M) and State Street Corp. ($143.6M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $43.8M |
| Exits | 29 | $53.1M |
All 13F filers, Q2 2025 → Q3 2025: 6,975,800 shares bought and 5,957,939 shares sold, net +1,017,861 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 314 holders
| BlackRock, Inc. | 0.01% | Add +2.2% | 11,718,253 | $719.1M |
| Vanguard Group Inc. | 0.01% | Reduce -1.5% | 8,489,078 | $521.0M |
| State Street Corp. | 0.01% | Add +0.3% | 2,339,943 | $143.6M |
| Millennium Management | 0.10% | Reduce -12.6% | 1,964,918 | $120.6M |
| Congress Asset Management Co. | 0.60% | Add +3.2% | 1,463,202 | $89.8M |
| Alliancebernstein L.P. | 0.03% | Add +4.5% | 1,409,729 | $86.5M |
| Geode Capital Management, LLC | 0.01% | Add +1.2% | 1,371,103 | $84.2M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +214.3% | 1,274,426 | $78.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +2349.4% | 1,233,226 | $75.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -13.1% | 945,865 | $58.0M |
| Gilder Gagnon Howe & Co. LLC | 0.56% | Reduce -1.2% | 902,621 | $55.4M |
| Lord, Abbett & Co. LLC | 0.17% | Add +10.2% | 896,256 | $55.0M |
| Acadian Asset Management LLC | 0.09% | Add +287.2% | 839,114 | $51.5M |
| UBS Group AG | 0.01% | Reduce -3.5% | 807,820 | $49.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.07% | Add +0.7% | 747,139 | $45.9M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -41.0% | 710,197 | $43.6M |
| Westfield Capital Management Co. LP | 0.18% | Add +135.0% | 684,096 | $42.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.6% | 677,816 | $41.6M |
| Paradigm Capital Management Inc. | 1.79% | Reduce -30.3% | 672,400 | $41.3M |
| Wellington Management Group LLP | 0.01% | Add +26.9% | 659,463 | $40.5M |
| Loomis Sayles & Co. L P | 0.05% | Add +51.4% | 617,013 | $37.9M |
| Northern Trust Corp. | 0.00% | Add +0.4% | 612,852 | $37.6M |
| Morgan Stanley | 0.00% | Reduce -33.7% | 561,882 | $34.5M |
| Balyasny Asset Management L.P. | 0.07% | Add +21.4% | 555,284 | $34.1M |
| Harvey Partners, LLC | 2.98% | Add +1.8% | 533,500 | $32.7M |
| Invesco Ltd. | 0.00% | Add +114.9% | 482,033 | $29.6M |
| Jacobs Levy Equity Management, Inc. | 0.12% | Reduce -1.1% | 480,306 | $29.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.1% | 477,138 | $29.3M |
| Hood River Capital Management LLC | 0.33% | Add +97.7% | 454,419 | $27.9M |
| Divisadero Street Capital Management, LP | 1.30% | Add +756.0% | 453,873 | $27.9M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -5.1% | 422,724 | $25.9M |
| Nuveen, LLC | 0.01% | Add +1.3% | 396,455 | $24.3M |
| Bank of America Corp. | 0.00% | Add +1.9% | 331,857 | $20.4M |
| Tudor Investment Corporation | 0.12% | Add +38.1% | 290,189 | $17.8M |
| Principal Financial Group Inc. | 0.01% | Add +0.4% | 287,317 | $17.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.0% | 268,955 | $16.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Reduce -18.6% | 267,821 | $16.4M |
| Renaissance Technologies | 0.02% | Add +9.8% | 260,818 | $16.0M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -72.6% | 259,336 | $15.9M |
| Penn Capital Management Company, LLC | 1.19% | Reduce -20.2% | 252,181 | $15.5M |
| Divisar Capital Management LLC | 4.08% | Reduce -30.6% | 244,088 | $15.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +326.4% | 241,563 | $14.8M |
| G2 Investment Partners Management LLC | 3.03% | Reduce -21.7% | 240,000 | $14.7M |
| Russell Investments Group, Ltd. | 0.02% | Add +101.4% | 236,365 | $14.5M |
| Public Sector Pension Investment Board | 0.05% | Add +17.8% | 231,786 | $14.2M |
| Prudential Financial Inc. | 0.02% | Add +26.9% | 229,373 | $14.1M |
| Neuberger Berman Group LLC | 0.01% | Add +6.1% | 222,191 | $13.6M |
| Deutsche Bank AG | 0.00% | Reduce -16.6% | 220,516 | $13.5M |
| New York State Common Retirement Fund | 0.02% | Reduce -21.2% | 216,878 | $13.3M |
| Osaic Holdings, Inc. | 0.02% | Add +9248.1% | 203,601 | $12.5M |
| Sei Investments Co. | 0.01% | Add +32.5% | 173,358 | $10.6M |
| Legal & General Group Plc | 0.00% | Reduce -2.8% | 171,300 | $10.5M |
| Rhumbline Advisers | 0.01% | Add +0.6% | 168,789 | $10.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -38.9% | 162,157 | $10.0M |
| Penserra Capital Management LLC | 0.12% | Reduce -37.4% | 160,066 | $9.8M |
| Engineers Gate Manager LP | 0.11% | Add +9.0% | 154,790 | $9.5M |
| Jane Street Group, LLC | 0.01% | Add +159.7% | 145,523 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.6% | 145,207 | $8.9M |
| Cubist Systematic Strategies, LLC | 0.13% | Reduce -50.0% | 145,007 | $8.9M |
| Algert Global LLC | 0.15% | Add +156.9% | 143,676 | $8.8M |
| Panagora Asset Management Inc. | 0.03% | Add +0.0% | 119,681 | $7.3M |
| Swiss National Bank | 0.00% | Reduce -1.3% | 119,300 | $7.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.0% | 116,295 | $7.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.3% | 115,974 | $7.1M |
| Federated Hermes, Inc. | 0.01% | New | 115,536 | $7.1M |
| North Star Asset Management Inc. | 0.24% | Reduce -0.5% | 96,001 | $5.9M |
| Informed Momentum Co LLC | 0.66% | Add +11.4% | 95,612 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.0% | 90,244 | $5.5M |
| Atika Capital Management LLC | 0.47% | New | 89,500 | $5.5M |
| Barclays PLC | 0.00% | Reduce -77.1% | 89,267 | $5.5M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -42.8% | 86,377 | $5.3M |
| Danske Bank A/S | 0.01% | Reduce -46.5% | 83,735 | $5.1M |
| Lisanti Capital Growth, LLC | 1.22% | Add +118.4% | 81,321 | $5.0M |
| Marathon Capital Management | 1.13% | Reduce -17.0% | 80,200 | $4.9M |
| State of Wisconsin Investment Board | 0.01% | Add +0.1% | 74,105 | $4.5M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +89.4% | 71,676 | $4.4M |
| FMR LLC | 0.00% | Add +63.5% | 70,737 | $4.3M |
| Hillsdale Investment Management Inc. | 0.13% | Add +43250.0% | 69,360 | $4.3M |
| Dark Forest Capital Management LP | 0.16% | Add +0.1% | 68,899 | $4.2M |
| Boothbay Fund Management, LLC | 0.11% | Reduce -3.2% | 66,470 | $4.1M |
| Citadel Advisors | 0.00% | Reduce -76.2% | 65,705 | $4.0M |
| Man Group plc | 0.01% | New | 62,964 | $3.9M |
| New York State Teachers Retirement System | 0.01% | No change | 61,500 | $3.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 61,145 | $3.8M |
| Allianz Asset Management GmbH | 0.00% | Add +17.6% | 59,936 | $3.7M |
| Connors Investor Services Inc. | 0.31% | Reduce -32.4% | 59,464 | $3.6M |
| California State Teachers Retirement System | 0.00% | Add +5.2% | 57,560 | $3.5M |
| Comerica Bank | 0.01% | Add +52.2% | 56,041 | $3.4M |
| AQR Capital Management | 0.00% | Add +13.8% | 49,608 | $3.0M |
| Inspire Advisors, LLC | 0.27% | New | 46,339 | $2.8M |
| Thompson Investment Management, Inc. | 0.37% | Reduce -35.8% | 44,840 | $2.8M |
| Intech Investment Management LLC | 0.02% | Add +33.7% | 44,009 | $2.7M |
| American Century Companies Inc. | 0.00% | Reduce -70.4% | 43,997 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +3.5% | 43,891 | $2.7M |
| Citigroup Inc. | 0.00% | Reduce -56.1% | 43,143 | $2.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -79.0% | 42,610 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +16.7% | 41,824 | $2.6M |
| Mackenzie Financial Corp. | 0.00% | Add +41.4% | 39,973 | $2.5M |
| Creative Planning | 0.00% | Add +36.9% | 38,977 | $2.4M |
| Jackson Creek Investment Advisors LLC | 0.68% | Reduce -0.0% | 38,559 | $2.4M |
| Counterpoint Mutual Funds LLC | 0.18% | New | 37,534 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.5% | 37,232 | $2.3M |
| Bridgewater Associates | 0.01% | New | 35,894 | $2.2M |
| Voya Investment Management LLC | 0.00% | Reduce -8.0% | 34,996 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.3% | 34,231 | $2.1M |
| Caxton Associates LLP | 0.06% | New | 33,974 | $2.1M |
| Franklin Resources Inc. | 0.00% | Add +9.8% | 33,967 | $2.1M |
| Teacher Retirement System of Texas | 0.01% | Reduce -0.1% | 33,527 | $2.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -6.2% | 33,083 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -4.0% | 32,972 | $2.0M |
| Lazard Asset Management LLC | 0.00% | Add +17.0% | 32,865 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +2.8% | 32,740 | $2.0M |
| State of Tennessee, Department of Treasury | 0.01% | Add +16.3% | 32,645 | $2.0M |
| Voloridge Investment Management, LLC | 0.01% | New | 30,037 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.3% | 29,839 | $1.8M |
| Harbor Capital Advisors, Inc. | 0.14% | Add +53.0% | 28,534 | $1.8M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -7.4% | 28,434 | $1.7M |
| Axecap Investments, LLC | 1.05% | New | 27,811 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.1% | 27,300 | $1.7M |
| Janus Henderson Group PLC | 0.00% | Add +8.4% | 27,234 | $1.7M |
| Aquatic Capital Management LLC | 0.03% | New | 26,909 | $1.7M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -57.4% | 26,255 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +153.5% | 26,015 | $1.6M |
| Jackson Square Capital, LLC | 0.34% | No change | 25,486 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +14.4% | 25,225 | $1.5M |
| Calamos Advisors LLC | 0.01% | New | 25,007 | $1.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 24,894 | $1.5M |
| Tidal Investments LLC | 0.01% | Add +84.7% | 23,769 | $1.5M |
| Walleye Capital LLC | 0.01% | Reduce -71.5% | 23,491 | $1.4M |
| HSBC Holdings PLC | 0.00% | Reduce -51.2% | 22,864 | $1.4M |
| Summit Global Investments | 0.08% | Add +278.0% | 21,895 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +15.3% | 21,827 | $1.3M |
| Graham Capital Management, L.P. | 0.07% | Reduce -31.0% | 21,699 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.6% | 20,589 | $1.3M |
| Gsa Capital Partners LLP | 0.10% | Add +181.7% | 20,176 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Add +506.7% | 19,371 | $1.2M |
| STRS Ohio | 0.00% | Reduce -6.9% | 19,000 | $1.2M |
| WINTON GROUP Ltd | 0.04% | Reduce -27.3% | 18,520 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -14.9% | 18,318 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -26.3% | 18,265 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -1.4% | 18,223 | $1.1M |
| Williamson Legacy Group, LLC | 0.86% | New | 18,197 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 18,000 | $1.1M |
| Jump Financial, LLC | 0.01% | Reduce -54.9% | 17,700 | $1.1M |
| Amalgamated Bank | 0.01% | Add +2.4% | 16,918 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,883 | $1.0M |
| Landscape Capital Management, L.L.C. | 0.06% | Add +48.0% | 16,377 | $1.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +21.6% | 16,325 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -10.3% | 16,271 | $998K |
| Boston Partners | 0.00% | Reduce -5.3% | 16,213 | $995K |
| Legato Capital Management LLC | 0.11% | Add +123.0% | 15,725 | $965K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +2.2% | 15,134 | $929K |
| Gibbs Wealth Management | 0.20% | Reduce -13.8% | 14,624 | $897K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -32.8% | 13,963 | $857K |
| Kornitzer Capital Management Inc. | 0.02% | No change | 13,505 | $829K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.5% | 13,400 | $822K |
| State of Wyoming | 0.09% | Add +44.1% | 13,365 | $820K |
| KLP Kapitalforvaltning As | 0.00% | No change | 13,300 | $816K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 12,352 | $758K |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 11,870 | $728K |
| Trexquant Investment LP | 0.01% | Reduce -89.2% | 11,781 | $723K |
| Gotham Asset Management | 0.00% | Add +55.7% | 11,402 | $700K |
| Schroder Investment Management Group | 0.00% | Add +5.3% | 11,337 | $696K |
| ProShare Advisors LLC | 0.00% | Reduce -15.4% | 11,122 | $683K |
| Huntleigh Advisors, Inc. | 0.12% | Add +6.3% | 11,039 | $677K |
| Dynamic Technology Lab Private Ltd | 0.11% | New | 10,891 | $668K |
| Resona Asset Management Co.,Ltd. | 0.00% | New | 10,856 | $666K |
| Bank of Montreal | 0.00% | Reduce -19.1% | 10,698 | $657K |
| Vident Advisory, LLC | 0.01% | Add +133.8% | 10,283 | $631K |
| Amundi | 0.00% | Add +6.0% | 10,364 | $627K |
| Formula Growth Ltd. | 0.22% | No change | 10,000 | $614K |
| Occudo Quantitative Strategies LP | 0.07% | Reduce -0.8% | 9,895 | $607K |
| Portside Wealth Group, LLC | 0.08% | Add +21.7% | 9,753 | $599K |
| LVW Advisors, LLC | 0.06% | Reduce -1.1% | 9,467 | $581K |
| LPL Financial LLC | 0.00% | Reduce -0.3% | 9,321 | $572K |
| Semanteon Capital Management, LP | 0.72% | New | 9,296 | $570K |
| OV Management LLC | 0.48% | Add +1.0% | 9,141 | $561K |
| Yorktown Management & Research Co Inc | 0.44% | No change | 9,000 | $552K |
| Victory Capital Management Inc. | 0.00% | Reduce -34.2% | 8,861 | $544K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -49.6% | 8,543 | $524K |
| Two Sigma Securities, LLC | 0.08% | New | 8,519 | $523K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -51.2% | 8,352 | $513K |
| Atria Investments, Inc | 0.01% | Reduce -11.1% | 8,341 | $512K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,322 | $511K |
| Magnetar Financial LLC | 0.00% | Reduce -59.6% | 8,040 | $493K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 7,794 | $478K |
| Inspire Investing, LLC | 0.04% | Add +2.1% | 7,471 | $458K |
| Kera Capital Partners, Inc. | 0.07% | No change | 7,363 | $452K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -0.1% | 7,035 | $432K |
| First Trust Advisors LP | 0.00% | New | 6,677 | $410K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -10.2% | 6,657 | $409K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,289 | $386K |
| Wolverine Trading, LLC | 0.01% | New | 6,210 | $381K |
| Bayforest Capital Ltd | 0.17% | Add +2588.9% | 5,808 | $356K |
| Point72 (DIFC) Ltd | 0.02% | New | 5,764 | $354K |
| Quantinno Capital Management LP | 0.00% | Add +45.1% | 5,730 | $352K |
| Verition Fund Management LLC | 0.00% | Reduce -49.4% | 5,601 | $344K |
| MML Investors Services, LLC | 0.00% | Reduce -5.6% | 5,534 | $340K |
| Ieq Capital, LLC | 0.00% | No change | 5,487 | $337K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -7.0% | 5,357 | $329K |
| PNC Financial Services Group, Inc. | 0.00% | Add +83.3% | 5,306 | $326K |
| Evergreen Capital Management LLC | 0.01% | Add +24.5% | 5,212 | $320K |
| Mercer Global Advisors Inc. | 0.00% | Add +3.4% | 5,121 | $314K |
| Needham Investment Management LLC | 0.02% | Reduce -87.5% | 5,000 | $307K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 4,929 | $302K |
| Hancock Whitney Corp. | 0.01% | New | 4,679 | $287K |
| Rational Advisors, Inc. | 0.03% | New | 4,637 | $285K |
| Xponance LLC | 0.00% | Add +1.2% | 4,628 | $284K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -17.6% | 4,611 | $283K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 6,155 | $282K |
| Corient Private Wealth LP | 0.00% | Add +2.6% | 4,564 | $280K |
| Fox Run Management, L.L.C. | 0.04% | Reduce -70.7% | 4,458 | $274K |
| CIBC Asset Management Inc | 0.00% | No change | 4,442 | $273K |
| Enterprise Financial Services Corp | 0.14% | No change | 4,400 | $270K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 4,327 | $266K |
| Kingsview Wealth Management, LLC | 0.00% | New | 4,309 | $264K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,210 | $258K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.8% | 4,194 | $257K |
| Linden Thomas Advisory Services, LLC | 0.03% | Add +3.1% | 4,191 | $257K |
| Jones Financial Companies LLLP | 0.00% | No change | 4,041 | $249K |
| Perbak Capital Partners LLP | 0.04% | New | 4,051 | $249K |
| Marshall Wace, LLP | 0.00% | Reduce -89.1% | 4,029 | $247K |
| Norden Group LLC | 0.03% | New | 4,025 | $247K |
| Guggenheim Capital LLC | 0.00% | Add +3.4% | 3,987 | $245K |
| Cooper Financial Group | 0.03% | Reduce -13.7% | 3,865 | $237K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -22.5% | 3,854 | $237K |
| Fred Alger Management, LLC | 0.00% | New | 3,807 | $234K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 3,797 | $233K |
| Pacer Advisors, Inc. | 0.00% | Add +209.4% | 3,632 | $223K |
| Vise Technologies, Inc. | 0.01% | New | 3,620 | $222K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,530 | $217K |
| Quadrant Capital Group LLC | 0.01% | New | 3,487 | $214K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,378 | $207K |
| Blue Barn Wealth, LLC | 0.09% | New | 3,350 | $206K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 3,344 | $205K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -68.0% | 2,732 | $168K |
| Neo Ivy Capital Management | 0.04% | New | 2,600 | $160K |
| Royal Bank of Canada | 0.00% | Reduce -90.2% | 2,123 | $131K |
| KBC Group NV | 0.00% | No change | 2,090 | $128K |
| GAMMA Investing LLC | 0.01% | Add +12.9% | 1,662 | $102K |
| Smartleaf Asset Management LLC | 0.01% | Add +29.3% | 1,610 | $99K |
| Cwm, LLC | 0.00% | Add +12.9% | 1,507 | $92K |
| Signaturefd, LLC | 0.00% | Reduce -8.3% | 1,257 | $77K |
| Point72 Hong Kong Ltd | 0.00% | New | 1,058 | $65K |
| NewEdge Advisors, LLC | 0.00% | New | 1,046 | $64K |
| Point72 Europe (London) LLP | 0.00% | New | 970 | $60K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 902 | $55K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | No change | 674 | $41K |
| Covestor Ltd | 0.02% | Add +125.4% | 656 | $40K |
| Whittier Trust Co. | 0.00% | Add +541.0% | 641 | $38K |
| US Bancorp \de | 0.00% | Reduce -92.3% | 517 | $32K |
| SouthState Bank Corp | 0.00% | Reduce -1.0% | 500 | $31K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.6% | 499 | $31K |
| Natixis | 0.00% | Reduce -35.2% | 458 | $28K |
| Clearstead Advisors, LLC | 0.00% | Add +139.3% | 438 | $27K |
| Quarry LP | 0.01% | Reduce -15.0% | 419 | $26K |
| Fifth Third Bancorp | 0.00% | Add +11.2% | 418 | $26K |
| Tower View Wealth Management LLC | 0.01% | No change | 400 | $25K |
| Salomon & Ludwin, LLC | 0.00% | New | 374 | $22K |
| Bessemer Group Inc. | 0.00% | Add +36.8% | 357 | $22K |
| Farther Finance Advisors, LLC | 0.00% | Add +307.2% | 338 | $21K |
| Crewe Advisors LLC | 0.00% | New | 296 | $18K |
| Allworth Financial LP | 0.00% | Add +7.9% | 288 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 275 | $17K |
| UMB Bank, n.a. | 0.00% | Add +27.5% | 213 | $13K |
| Wealthspire Advisors, LLC | 0.00% | New | 207 | $13K |
| Arax Advisory Partners | 0.00% | New | 194 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | New | 164 | $10K |
| Truvestments Capital LLC | 0.00% | Reduce -42.0% | 152 | $9K |
| Principal Securities, Inc. | 0.00% | Add +257.1% | 150 | $9K |
| Optiver Holding B.V. | 0.00% | New | 150 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Add +241.9% | 147 | $9K |
| Sterling Capital Management LLC | 0.00% | No change | 143 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 134 | $8K |
| Parallel Advisors, LLC | 0.00% | Add +107.9% | 131 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 122 | $7K |
| Rothschild Investment LLC | 0.00% | Reduce -18.2% | 90 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 88 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 87 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 85 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +196.3% | 80 | $5K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 74 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 62 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 61 | $4K |
| Assetmark, Inc. | 0.00% | Add +728.6% | 58 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 55 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -3.6% | 54 | $3K |
| Hemington Wealth Management | 0.00% | Reduce -11.3% | 63 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 44 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 36 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 35 | $2K |
| Main Street Group, LTD | 0.00% | No change | 27 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 25 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 23 | $1K |
| Marquette Asset Management, LLC | 0.00% | New | 20 | $1K |
| Larson Financial Group LLC | 0.00% | Add +33.3% | 20 | $1K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -88.4% | 19 | $1K |
| SBI Securities Co., Ltd. | 0.00% | No change | 13 | $798 |
| Atlantic Union Bankshares Corp | 0.00% | New | 10 | $614 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 9 | $553 |
| True Wealth Design, LLC | 0.00% | No change | 7 | $430 |
| Clearstead Trust, LLC | 0.00% | No change | 6 | $369 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 5 | $307 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -16.7% | 5 | $298 |
| Abound Wealth Management | 0.00% | No change | 4 | $246 |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $246 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 3 | $184 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $184 |
| Essential Partners LLC | 0.00% | Add +200.0% | 3 | $184 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 2 | $122 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $62 |
| Huntington National Bank | 0.00% | No change | 1 | $61 |
| Cloud Capital Management, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is CALX's weight in each manager's 13F, not the share of Calix Inc. the manager owns.