CalixCALX
13F holders, Q4 2025 (December 31)332holders +18
47new positions
33sold out
8famous investors
$52.93avg. 13F price*
At the end of Q4 2025, 332 institutions reported holding Calix Inc. (CALX) in their 13F filings, up 18 from Q3 2025. 47 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($606.7M), Vanguard Group Inc. ($439.4M) and State Street Corp. ($125.1M). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Calix Inc.
- CUSIP
- 13100M509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $149.6M |
| Exits | 33 | $87.0M |
All 13F filers, Q3 2025 → Q4 2025: 6,651,560 shares bought and 4,902,899 shares sold, net +1,748,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 332 holders
| BlackRock, Inc. | 0.01% | Reduce -2.2% | 11,462,941 | $606.7M |
| Vanguard Group Inc. | 0.01% | Reduce -2.2% | 8,302,450 | $439.4M |
| State Street Corp. | 0.00% | Add +1.0% | 2,362,965 | $125.1M |
| Alliancebernstein L.P. | 0.02% | Add +3.7% | 1,462,371 | $77.4M |
| Congress Asset Management Co. | 0.54% | Reduce -1.1% | 1,447,545 | $76.6M |
| Geode Capital Management, LLC | 0.00% | Add +5.4% | 1,445,338 | $76.5M |
| Millennium Management | 0.06% | Reduce -26.6% | 1,441,912 | $76.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +0.2% | 1,277,505 | $67.6M |
| Westfield Capital Management Co. LP | 0.25% | Add +67.4% | 1,145,292 | $60.6M |
| Fuller & Thaler Asset Management, Inc. | 0.20% | New | 1,094,173 | $57.9M |
| Acadian Asset Management LLC | 0.09% | Add +22.8% | 1,030,115 | $54.5M |
| Lord, Abbett & Co. LLC | 0.17% | Add +10.2% | 987,431 | $52.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.3% | 948,619 | $50.2M |
| Gilder Gagnon Howe & Co. LLC | 0.50% | Reduce -1.6% | 887,927 | $47.0M |
| Loomis Sayles & Co. L P | 0.05% | Add +28.0% | 789,892 | $41.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.06% | Add +2.5% | 765,415 | $40.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -44.2% | 688,186 | $36.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.7% | 673,045 | $35.6M |
| Paradigm Capital Management Inc. | 1.50% | No change | 672,400 | $35.6M |
| Wellington Management Group LLP | 0.01% | Reduce -3.0% | 639,729 | $33.9M |
| Morgan Stanley | 0.00% | Add +10.9% | 622,875 | $33.0M |
| Northern Trust Corp. | 0.00% | Reduce -2.8% | 595,626 | $31.5M |
| Artisan Partners Limited Partnership | 0.05% | Reduce -16.9% | 590,187 | $31.2M |
| Invesco Ltd. | 0.00% | Add +19.9% | 577,771 | $30.6M |
| Harvey Partners, LLC | 2.54% | Add +0.0% | 533,732 | $28.3M |
| Hood River Capital Management LLC | 0.30% | Add +15.2% | 523,261 | $27.7M |
| Qube Research & Technologies Ltd | 0.04% | Add +95.4% | 472,046 | $25.0M |
| Renaissance Technologies | 0.04% | Add +77.8% | 463,618 | $24.5M |
| Bank of America Corp. | 0.00% | Add +38.5% | 459,456 | $24.3M |
| Jacobs Levy Equity Management, Inc. | 0.09% | Reduce -11.4% | 425,598 | $22.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.9% | 405,881 | $21.5M |
| Nuveen, LLC | 0.01% | Add +1.8% | 403,391 | $21.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +49.4% | 401,736 | $21.3M |
| Nomura Asset Management International Inc. | 0.03% | — | 387,821 | $20.5M |
| Alyeska Investment Group, L.P. | 0.06% | New | 375,132 | $19.9M |
| UBS Group AG | 0.00% | Reduce -55.5% | 359,100 | $19.0M |
| Principal Financial Group Inc. | 0.01% | Add +19.3% | 342,648 | $18.1M |
| Trexquant Investment LP | 0.15% | Add +2530.0% | 309,838 | $16.4M |
| Divisar Capital Management LLC | 4.46% | Add +22.9% | 299,963 | $15.9M |
| Federated Hermes, Inc. | 0.03% | Add +157.7% | 297,750 | $15.8M |
| G2 Investment Partners Management LLC | 3.29% | Add +8.8% | 261,000 | $13.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +7.7% | 254,560 | $13.5M |
| Penn Capital Management Company, LLC | 1.07% | Add +0.4% | 253,087 | $13.4M |
| Neuberger Berman Group LLC | 0.01% | Add +14.0% | 253,237 | $13.4M |
| Oberweis Asset Management Inc./ | 0.47% | New | 244,600 | $12.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -43.7% | 238,035 | $12.6M |
| Deutsche Bank AG | 0.00% | Add +0.8% | 222,265 | $11.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -19.0% | 216,950 | $11.5M |
| Sei Investments Co. | 0.01% | Add +24.9% | 216,536 | $11.5M |
| New York State Common Retirement Fund | 0.02% | Reduce -1.7% | 213,149 | $11.3M |
| Public Sector Pension Investment Board | 0.04% | Reduce -9.9% | 208,738 | $11.0M |
| ExodusPoint Capital Management, LP | 0.12% | New | 196,862 | $10.4M |
| Synergy Asset Management, LLC | 1.04% | New | 189,221 | $10.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.7% | 177,810 | $9.4M |
| Prudential Financial Inc. | 0.01% | Reduce -23.2% | 176,219 | $9.3M |
| Engineers Gate Manager LP | 0.11% | Add +10.1% | 170,439 | $9.0M |
| Voloridge Investment Management, LLC | 0.03% | Add +450.6% | 165,390 | $8.8M |
| Panagora Asset Management Inc. | 0.03% | Add +38.0% | 165,218 | $8.7M |
| Legal & General Group Plc | 0.00% | Reduce -3.8% | 164,715 | $8.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.1% | 158,726 | $8.4M |
| Defiance ETFs, LLC | 0.27% | — | 156,781 | $8.3M |
| Penserra Capital Management LLC | 0.10% | Reduce -2.0% | 156,781 | $8.3M |
| Rhumbline Advisers | 0.01% | Reduce -7.3% | 156,416 | $8.3M |
| Polar Asset Management Partners Inc. | 0.21% | New | 152,208 | $8.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.3% | 144,836 | $7.7M |
| Squarepoint Ops LLC | 0.01% | New | 127,775 | $6.8M |
| Tudor Investment Corporation | 0.04% | Reduce -57.1% | 124,516 | $6.6M |
| FMR LLC | 0.00% | Add +74.7% | 123,540 | $6.5M |
| Jane Street Group, LLC | 0.01% | Reduce -15.5% | 122,909 | $6.5M |
| Swiss National Bank | 0.00% | Add +2.5% | 122,300 | $6.5M |
| Algert Global LLC | 0.10% | Reduce -17.9% | 117,936 | $6.2M |
| Allianz Asset Management GmbH | 0.01% | Add +92.5% | 115,409 | $6.1M |
| 4D Advisors, LLC | 3.34% | New | 115,000 | $6.1M |
| Man Group plc | 0.01% | Add +81.5% | 114,307 | $6.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 109,775 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.8% | 109,613 | $5.8M |
| Canada Pension Plan Investment Board | 0.00% | Add +17.5% | 101,477 | $5.4M |
| Intech Investment Management LLC | 0.05% | Add +129.7% | 101,074 | $5.3M |
| North Star Asset Management Inc. | 0.21% | Add +2.5% | 98,383 | $5.2M |
| Barclays PLC | 0.00% | Add +10.1% | 98,322 | $5.2M |
| Lisanti Capital Growth, LLC | 1.20% | Add +17.7% | 95,736 | $5.1M |
| First Trust Advisors LP | 0.00% | Add +1281.5% | 92,240 | $4.9M |
| Marathon Capital Management | 0.92% | Add +0.5% | 80,585 | $4.3M |
| Wells Fargo & Company | 0.00% | Add +71.9% | 71,905 | $3.8M |
| State of Wisconsin Investment Board | 0.01% | Reduce -3.1% | 71,777 | $3.8M |
| Hillsdale Investment Management Inc. | 0.10% | Reduce -0.6% | 68,950 | $3.6M |
| Bridgewater Associates | 0.01% | Add +82.6% | 65,536 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.4% | 64,622 | $3.4M |
| Bessemer Group Inc. | 0.01% | Add +17906.7% | 64,284 | $3.4M |
| Boothbay Fund Management, LLC | 0.09% | Reduce -3.7% | 63,981 | $3.4M |
| Amundi | 0.00% | Add +510.3% | 63,249 | $3.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.2% | 61,400 | $3.3M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +1447.1% | 58,744 | $3.1M |
| Mackenzie Financial Corp. | 0.00% | Add +45.2% | 58,057 | $3.1M |
| Connors Investor Services Inc. | 0.26% | Reduce -2.5% | 57,984 | $3.1M |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 57,589 | $3.0M |
| Jump Financial, LLC | 0.04% | Add +218.6% | 56,400 | $3.0M |
| XTX Topco Ltd | 0.08% | New | 54,339 | $2.9M |
| Gsa Capital Partners LLP | 0.25% | Add +167.0% | 53,867 | $2.9M |
| Castleark Management LLC | 0.08% | New | 52,920 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -15.6% | 51,620 | $2.7M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -80.4% | 50,879 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -30.2% | 45,841 | $2.4M |
| Thompson Investment Management, Inc. | 0.30% | No change | 44,840 | $2.4M |
| Gotham Asset Management | 0.01% | Add +286.6% | 44,078 | $2.3M |
| Harbor Capital Advisors, Inc. | 0.18% | Add +49.3% | 42,597 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.3% | 42,462 | $2.2M |
| American Century Companies Inc. | 0.00% | Reduce -7.6% | 40,668 | $2.2M |
| Voya Investment Management LLC | 0.00% | Add +12.1% | 39,218 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +4.7% | 38,975 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -9.2% | 38,704 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.60% | Reduce -0.3% | 38,430 | $2.0M |
| Comerica Bank | 0.01% | Reduce -32.3% | 37,953 | $2.0M |
| Brevan Howard Capital Management LP | 0.04% | Add +43.6% | 37,697 | $2.0M |
| Walleye Capital LLC | 0.01% | Add +59.7% | 37,506 | $2.0M |
| AQR Capital Management | 0.00% | Reduce -25.8% | 36,829 | $1.9M |
| Franklin Resources Inc. | 0.00% | Add +6.3% | 36,122 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Add +2.6% | 33,847 | $1.8M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 33,294 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.7% | 32,976 | $1.7M |
| Dynamic Technology Lab Private Ltd | 0.40% | Add +202.6% | 32,954 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.1% | 32,373 | $1.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -3.6% | 31,883 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -4.9% | 31,871 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Add +11.6% | 31,722 | $1.7M |
| Creative Planning | 0.00% | Reduce -21.5% | 30,609 | $1.6M |
| Tidal Investments LLC | 0.01% | Add +26.5% | 30,062 | $1.6M |
| Caxton Associates LLP | 0.03% | Reduce -11.8% | 29,967 | $1.6M |
| Aquatic Capital Management LLC | 0.04% | Add +9.2% | 29,390 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.1% | 28,925 | $1.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +9.0% | 28,355 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.1% | 27,600 | $1.5M |
| Natixis | 0.01% | Add +5917.0% | 27,558 | $1.5M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -0.1% | 32,606 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 27,234 | $1.4M |
| Legato Capital Management LLC | 0.12% | Add +68.0% | 26,410 | $1.4M |
| Fox Run Management, L.L.C. | 0.21% | Add +489.0% | 26,257 | $1.4M |
| Jackson Square Capital, LLC | 0.27% | No change | 25,486 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 24,894 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -6.4% | 23,619 | $1.3M |
| Calamos Advisors LLC | 0.01% | Reduce -6.4% | 23,409 | $1.2M |
| Integrated Quantitative Investments LLC | 0.26% | New | 22,961 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.3% | 22,320 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | New | 22,300 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Reduce -34.9% | 21,400 | $1.1M |
| WINTON GROUP Ltd | 0.04% | Add +11.8% | 20,712 | $1.1M |
| Graham Capital Management, L.P. | 0.05% | Reduce -6.2% | 20,353 | $1.1M |
| STRS Ohio | 0.00% | Add +6.8% | 20,300 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Add +7.1% | 19,565 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Reduce -0.3% | 19,314 | $1.0M |
| HSBC Holdings PLC | 0.00% | Reduce -19.1% | 18,493 | $985K |
| Guggenheim Capital LLC | 0.01% | Add +364.7% | 18,526 | $981K |
| Landscape Capital Management, L.L.C. | 0.06% | Add +11.3% | 18,220 | $964K |
| Handelsbanken Fonder AB | 0.00% | No change | 18,000 | $953K |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.5% | 16,209 | $929K |
| Amalgamated Bank | 0.01% | Add +3.6% | 17,529 | $928K |
| Summit Global Investments | 0.05% | Reduce -20.8% | 17,335 | $918K |
| Williamson Legacy Group, LLC | 0.72% | Reduce -4.7% | 17,336 | $918K |
| Arizona State Retirement System | 0.01% | Reduce -5.3% | 17,256 | $913K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,883 | $894K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -0.2% | 16,299 | $863K |
| Citigroup Inc. | 0.00% | Reduce -65.2% | 15,017 | $795K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.3% | 14,931 | $790K |
| BNP Paribas Financial Markets | 0.00% | Reduce -28.0% | 14,826 | $785K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -9.0% | 14,807 | $783K |
| Los Angeles Capital Management LLC | 0.00% | New | 11,389 | $775K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +3.0% | 13,800 | $730K |
| Freestone Grove Partners LP | 0.01% | New | 13,753 | $728K |
| Kornitzer Capital Management Inc. | 0.01% | Add +0.4% | 13,562 | $718K |
| KLP Kapitalforvaltning As | 0.00% | No change | 13,300 | $704K |
| DRW Securities, LLC | 0.05% | New | 12,959 | $686K |
| Twinbeech Capital LP | 0.05% | New | 12,770 | $676K |
| State of Wyoming | 0.07% | Reduce -5.9% | 12,572 | $665K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 12,352 | $654K |
| Verdad Advisers, LP | 0.75% | — | 12,313 | $652K |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +0.9% | 11,975 | $634K |
| Magnetar Financial LLC | 0.01% | Add +47.3% | 11,844 | $627K |
| ProShare Advisors LLC | 0.00% | Add +5.4% | 11,725 | $621K |
| Huntleigh Advisors, Inc. | 0.10% | Add +5.5% | 11,652 | $617K |
| Gibbs Wealth Management | 0.15% | Reduce -19.6% | 11,761 | $609K |
| Schroder Investment Management Group | 0.00% | No change | 11,337 | $601K |
| PNC Financial Services Group, Inc. | 0.00% | Add +101.8% | 10,710 | $567K |
| Vident Advisory, LLC | 0.01% | Add +2.8% | 10,570 | $559K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -4.3% | 10,385 | $550K |
| Diversified Trust Co. | 0.01% | New | 10,147 | $537K |
| Formula Growth Ltd. | 0.20% | No change | 10,000 | $529K |
| LVW Advisors, LLC | 0.05% | Add +2.0% | 9,655 | $511K |
| Brookwood Investment Group LLC | 0.06% | New | 9,519 | $504K |
| Portside Wealth Group, LLC | 0.07% | Reduce -4.6% | 9,308 | $493K |
| Pictet Asset Management Holding SA | 0.00% | Add +9.6% | 9,117 | $483K |
| OV Management LLC | 0.41% | Reduce -1.5% | 9,003 | $477K |
| Yorktown Management & Research Co Inc | 0.38% | No change | 9,000 | $476K |
| Victory Capital Management Inc. | 0.00% | Add +1.3% | 8,977 | $475K |
| Inspire Investing, LLC | 0.04% | Add +18.0% | 8,813 | $466K |
| Maryland State Retirement & Pension System | 0.01% | Add +3.2% | 8,813 | $466K |
| Cetera Investment Advisers | 0.00% | New | 8,770 | $464K |
| Globeflex Capital L P | 0.07% | New | 8,660 | $458K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -88.1% | 8,530 | $451K |
| LPL Financial LLC | 0.00% | Reduce -12.5% | 8,152 | $431K |
| Capstone Investment Advisors, LLC | 0.00% | Add +60.3% | 7,393 | $391K |
| Marshall Wace, LLP | 0.00% | Add +80.0% | 7,254 | $384K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,035 | $372K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -29.4% | 6,986 | $370K |
| Atria Investments, Inc | 0.00% | Reduce -16.9% | 6,927 | $367K |
| Mutual of America Capital Management LLC | 0.00% | Add +3.5% | 6,893 | $365K |
| Verition Fund Management LLC | 0.00% | Add +19.4% | 6,690 | $354K |
| Marex Group Ltd | 0.00% | New | 6,545 | $346K |
| Quantinno Capital Management LP | 0.00% | Add +14.1% | 6,540 | $346K |
| Pacer Advisors, Inc. | 0.00% | Add +79.5% | 6,520 | $345K |
| PharVision Advisers, LLC | 0.17% | New | 6,317 | $334K |
| Bank of Montreal | 0.00% | Reduce -41.5% | 6,253 | $331K |
| Inceptionr LLC | 0.09% | New | 6,216 | $329K |
| Kera Capital Partners, Inc. | 0.04% | No change | 7,363 | $329K |
| Enterprise Financial Services Corp | 0.16% | Add +38.2% | 6,082 | $322K |
| Swiss Life Asset Management Ltd | 0.00% | New | 6,019 | $319K |
| Jefferies Financial Group Inc. | 0.00% | New | 5,613 | $297K |
| Armistice Capital, LLC | 0.01% | New | 5,537 | $293K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +0.1% | 5,360 | $284K |
| MML Investors Services, LLC | 0.00% | Reduce -3.6% | 5,334 | $282K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.1% | 5,175 | $274K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -34.7% | 5,090 | $269K |
| MQS Management LLC | 0.16% | New | 5,029 | $266K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,929 | $261K |
| Xponance LLC | 0.00% | Add +3.5% | 4,789 | $253K |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 4,566 | $242K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -67.3% | 4,563 | $242K |
| Farringdon Capital, Ltd. | 0.06% | New | 4,540 | $240K |
| Vise Technologies, Inc. | 0.00% | Add +25.0% | 4,524 | $239K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +28.1% | 4,522 | $239K |
| Royal Bank of Canada | 0.00% | Add +108.2% | 4,419 | $235K |
| Hancock Whitney Corp. | 0.00% | Reduce -5.4% | 4,426 | $234K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 4,327 | $229K |
| Praxis Investment Management Inc. | 0.01% | No change | 4,210 | $223K |
| Linden Thomas Advisory Services, LLC | 0.02% | Add +0.1% | 4,194 | $222K |
| Norden Group LLC | 0.02% | Add +2.1% | 4,108 | $217K |
| Jones Financial Companies LLLP | 0.00% | Add +1.0% | 4,081 | $216K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -3.3% | 4,057 | $215K |
| Evergreen Capital Management LLC | 0.00% | Reduce -23.4% | 3,993 | $211K |
| Cibc World Markets Corp. | 0.00% | — | 3,990 | $211K |
| Highland Capital Management, LLC | 0.01% | New | 3,930 | $208K |
| Inspire Advisors, LLC | 0.02% | Reduce -91.5% | 3,923 | $208K |
| Cooper Financial Group | 0.02% | No change | 3,865 | $205K |
| Aster Capital Management (DIFC) Ltd | 0.08% | Add +17631.6% | 3,369 | $178K |
| Quadrant Capital Group LLC | 0.01% | Reduce -4.0% | 3,346 | $177K |
| Neo Ivy Capital Management | 0.02% | Add +13.2% | 2,943 | $156K |
| Clearstead Advisors, LLC | 0.00% | Add +452.3% | 2,419 | $128K |
| KBC Group NV | 0.00% | No change | 2,090 | $111K |
| Vestcor Inc | 0.00% | New | 1,932 | $102K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -35.0% | 1,777 | $94K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.5% | 1,731 | $92K |
| GAMMA Investing LLC | 0.00% | Reduce -5.2% | 1,575 | $83K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,267 | $67K |
| Cwm, LLC | 0.00% | Reduce -15.7% | 1,270 | $67K |
| Signaturefd, LLC | 0.00% | Reduce -2.5% | 1,226 | $65K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.0% | 1,004 | $53K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 979 | $52K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +40.1% | 944 | $50K |
| Strive Financial Group ,LLC | 0.02% | — | 757 | $40K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +24733.3% | 745 | $39K |
| Covestor Ltd | 0.02% | Reduce -0.3% | 654 | $35K |
| Farther Finance Advisors, LLC | 0.00% | Add +63.0% | 551 | $29K |
| Quarry LP | 0.00% | Add +27.2% | 533 | $28K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 902 | $28K |
| US Bancorp \de | 0.00% | No change | 517 | $27K |
| SouthState Bank Corp | 0.00% | No change | 500 | $26K |
| Danske Bank A/S | 0.00% | Reduce -99.4% | 500 | $26K |
| Fifth Third Bancorp | 0.00% | Add +12.0% | 468 | $25K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -7.2% | 463 | $25K |
| Whittier Trust Co. | 0.00% | Reduce -38.9% | 392 | $22K |
| Salomon & Ludwin, LLC | 0.00% | Add +4.3% | 390 | $21K |
| Tower View Wealth Management LLC | 0.01% | No change | 400 | $21K |
| DV Trading LLC | 0.00% | — | 400 | $21K |
| Sterling Capital Management LLC | 0.00% | Add +176.9% | 396 | $21K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 334 | $18K |
| Crewe Advisors LLC | 0.00% | Add +10.1% | 326 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Add +122.5% | 327 | $17K |
| Allworth Financial LP | 0.00% | Reduce -0.7% | 286 | $15K |
| Matrix Trust Co | 0.00% | New | 228 | $12K |
| UMB Bank, n.a. | 0.00% | Add +4.7% | 223 | $12K |
| Truvestments Capital LLC | 0.00% | No change | 152 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +6.7% | 143 | $8K |
| Parallel Advisors, LLC | 0.00% | Add +3.8% | 136 | $7K |
| Kemnay Advisory Services Inc. | 0.00% | New | 129 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 122 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Add +2500.0% | 104 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +67.7% | 104 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 90 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 88 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 87 | $5K |
| Sound Income Strategies, LLC | 0.00% | New | 75 | $4K |
| Bell Investment Advisors, Inc | 0.00% | New | 80 | $4K |
| Bare Financial Services, Inc | 0.00% | No change | 80 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 74 | $4K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 64 | $3K |
| Root Financial Partners, LLC | 0.00% | No change | 61 | $3K |
| Assetmark, Inc. | 0.00% | No change | 58 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 58 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 55 | $3K |
| CENTRAL TRUST Co | 0.00% | Add +47.2% | 53 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -18.5% | 44 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 44 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 35 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | New | 28 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +8.0% | 27 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 23 | $1K |
| Horizon Investments, LLC | 0.00% | New | 21 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -5.0% | 19 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 18 | $953 |
| Torren Management, LLC | 0.00% | — | 18 | $953 |
| SBI Securities Co., Ltd. | 0.00% | Add +30.8% | 17 | $900 |
| Manchester Capital Management LLC | 0.00% | New | 15 | $794 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -91.5% | 14 | $741 |
| Arax Advisory Partners | 0.00% | Reduce -94.8% | 10 | $529 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 9 | $477 |
| Ankerstar Wealth, LLC | 0.00% | — | 8 | $423 |
| Blue Trust, Inc. | 0.00% | New | 7 | $371 |
| True Wealth Design, LLC | 0.00% | Reduce -14.3% | 6 | $318 |
| Trust Co | 0.00% | New | 6 | $318 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 5 | $265 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $265 |
| Gilpin Wealth Management, LLC | 0.00% | — | 4 | $212 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 4 | $212 |
| Abound Wealth Management | 0.00% | No change | 4 | $212 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $159 |
| Optima Capital LLC | 0.00% | New | 3 | $159 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 2 | $106 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 2 | $105 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $73 |
| Huntington National Bank | 0.00% | No change | 1 | $53 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $53 |
| Essential Partners LLC | 0.00% | Reduce -66.7% | 1 | $53 |
"% of holder's portfolio" is CALX's weight in each manager's 13F, not the share of Calix Inc. the manager owns.