CalixCALX
13F holders, Q1 2026 (March 31)310holders −22
38new positions
62sold out
8famous investors
$49.21avg. 13F price*
At the end of Q1 2026, 310 institutions reported holding Calix Inc. (CALX) in their 13F filings, down 22 from Q4 2025. 38 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($546.4M), Vanguard Portfolio Management LLC ($271.1M) and Alliancebernstein L.P. ($172.1M). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Steve Cohen (0.0% of Point72 Asset 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $80.6M |
| Exits | 62 | $182.8M |
All 13F filers, Q4 2025 → Q1 2026: 9,084,393 shares bought and 8,567,154 shares sold, net +517,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 310 holders
| BlackRock, Inc. | 0.01% | Reduce -2.7% | 11,153,403 | $546.4M |
| Vanguard Portfolio Management LLC | 0.01% | — | 5,533,754 | $271.1M |
| Alliancebernstein L.P. | 0.06% | Add +122.3% | 3,251,128 | $172.1M |
| Vanguard Capital Management LLC | 0.00% | — | 2,686,525 | $131.6M |
| State Street Corp. | 0.00% | Add +10.1% | 2,602,333 | $127.6M |
| Millennium Management | 0.07% | Add +32.0% | 1,903,972 | $93.3M |
| Congress Asset Management Co. | 0.58% | Add +13.6% | 1,644,289 | $80.6M |
| Westfield Capital Management Co. LP | 0.32% | Add +35.0% | 1,546,101 | $75.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.7% | 1,435,706 | $70.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +28.4% | 1,218,495 | $59.7M |
| Loomis Sayles & Co. L P | 0.06% | Add +6.4% | 840,197 | $41.2M |
| Acadian Asset Management LLC | 0.06% | Reduce -22.3% | 800,330 | $39.2M |
| Gilder Gagnon Howe & Co. LLC | 0.46% | Reduce -12.3% | 779,092 | $38.2M |
| Paradigm Capital Management Inc. | 1.44% | Add +14.3% | 768,200 | $37.6M |
| Bank of America Corp. | 0.00% | Add +63.3% | 750,117 | $36.7M |
| Morgan Stanley | 0.00% | Add +14.3% | 712,213 | $34.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Reduce -9.0% | 696,855 | $34.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 681,954 | $33.4M |
| UBS Group AG | 0.01% | Add +79.7% | 645,245 | $31.6M |
| Northern Trust Corp. | 0.00% | Add +2.4% | 609,742 | $29.9M |
| Harvey Partners, LLC | 2.28% | Add +7.3% | 572,500 | $28.0M |
| Nomura Asset Management International Inc. | 0.05% | Add +43.6% | 556,995 | $27.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -56.9% | 551,150 | $27.0M |
| Renaissance Technologies | 0.04% | Add +17.2% | 543,418 | $26.6M |
| Wellington Management Group LLP | 0.00% | Reduce -16.4% | 534,517 | $26.2M |
| Artisan Partners Limited Partnership | 0.04% | Reduce -10.2% | 529,875 | $26.0M |
| Point72 Asset Management | 0.05% | New | 513,814 | $25.2M |
| Squarepoint Ops LLC | 0.05% | Add +259.1% | 458,802 | $22.5M |
| Nuveen, LLC | 0.01% | Add +7.3% | 432,944 | $21.2M |
| Trexquant Investment LP | 0.15% | Add +38.6% | 429,367 | $21.0M |
| Citadel Advisors | 0.02% | Add +834.1% | 428,198 | $21.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 418,439 | $20.5M |
| Principal Financial Group Inc. | 0.01% | Add +15.4% | 395,333 | $19.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 387,460 | $19.0M |
| Penn Capital Management Company, LLC | 1.44% | Add +49.6% | 378,564 | $18.6M |
| Jane Street Group, LLC | 0.02% | Add +186.3% | 351,945 | $17.2M |
| Divisar Capital Management LLC | 4.25% | Add +13.4% | 340,163 | $16.7M |
| Oberweis Asset Management Inc./ | 0.48% | Add +37.0% | 335,030 | $16.4M |
| Federated Hermes, Inc. | 0.03% | Add +6.5% | 317,138 | $15.5M |
| MetLife Investment Management, LLC | 0.08% | Add +847.4% | 312,407 | $15.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.5% | 307,468 | $15.1M |
| Divisadero Street Capital Management, LP | 0.70% | New | 305,670 | $15.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +25.9% | 299,587 | $14.7M |
| New York State Common Retirement Fund | 0.02% | Add +36.0% | 289,785 | $14.2M |
| Man Group plc | 0.03% | Add +145.2% | 280,313 | $13.7M |
| Schroder Investment Management Group | 0.01% | Add +2350.8% | 277,852 | $13.7M |
| Invesco Ltd. | 0.00% | Reduce -52.8% | 272,851 | $13.4M |
| Sei Investments Co. | 0.01% | Add +24.4% | 269,320 | $13.2M |
| Deutsche Bank AG | 0.00% | Add +13.8% | 253,023 | $12.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +3.5% | 224,502 | $11.0M |
| Jacobs Levy Equity Management, Inc. | 0.05% | Reduce -47.9% | 221,882 | $10.9M |
| Public Sector Pension Investment Board | 0.03% | Add +3.4% | 215,809 | $10.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -55.3% | 211,036 | $10.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -24.3% | 192,787 | $9.5M |
| Osaic Holdings, Inc. | 0.01% | Add +1.2% | 179,969 | $8.8M |
| Defiance ETFs, LLC | 0.12% | Add +11.8% | 175,329 | $8.6M |
| Penserra Capital Management LLC | 0.10% | Add +11.8% | 175,329 | $8.6M |
| Polar Asset Management Partners Inc. | 0.28% | Add +14.2% | 173,749 | $8.5M |
| Panagora Asset Management Inc. | 0.03% | Add +0.2% | 165,621 | $8.1M |
| Two Sigma Investments, LP | 0.01% | Add +725.2% | 161,455 | $7.9M |
| G2 Investment Partners Management LLC | 1.94% | Reduce -38.5% | 160,542 | $7.9M |
| Rhumbline Advisers | 0.01% | Add +1.7% | 159,036 | $7.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.7% | 157,580 | $7.7M |
| SG Capital Management LLC | 0.63% | New | 157,399 | $7.7M |
| Allianz Asset Management GmbH | 0.01% | Add +33.1% | 153,660 | $7.5M |
| Legal & General Group Plc | 0.00% | Reduce -7.7% | 152,025 | $7.4M |
| FMR LLC | 0.00% | Add +8.9% | 134,508 | $6.6M |
| Engineers Gate Manager LP | 0.08% | Reduce -24.0% | 129,541 | $6.3M |
| Swiss National Bank | 0.00% | Add +1.8% | 124,500 | $6.1M |
| Intech Investment Management LLC | 0.06% | Add +20.4% | 121,699 | $6.0M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -87.7% | 121,245 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -17.8% | 119,129 | $5.8M |
| Nearwater Capital Markets, Ltd | 0.14% | New | 118,200 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 103,835 | $5.1M |
| North Star Asset Management Inc. | 0.21% | Add +1.1% | 99,465 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.2% | 98,463 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +51.7% | 98,010 | $4.8M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -11.8% | 89,477 | $4.4M |
| Hillsdale Investment Management Inc. | 0.12% | Add +25.2% | 86,340 | $4.2M |
| Counterpoint Mutual Funds LLC | 0.63% | New | 85,456 | $4.2M |
| HRT Financial LP | 0.01% | New | 82,925 | $4.1M |
| Marathon Capital Management | 0.90% | Add +1.4% | 81,755 | $4.0M |
| California State Teachers Retirement System | 0.00% | Add +32.6% | 76,344 | $3.7M |
| Edgestream Partners, L.P. | 0.12% | New | 75,751 | $3.7M |
| Mackenzie Financial Corp. | 0.00% | Add +24.8% | 72,459 | $3.5M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +23.1% | 72,286 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -90.3% | 66,751 | $3.3M |
| Tudor Investment Corporation | 0.02% | Reduce -48.0% | 64,802 | $3.2M |
| Bessemer Group Inc. | 0.01% | Add +0.1% | 64,372 | $3.2M |
| Prudential Financial Inc. | 0.00% | Reduce -63.5% | 64,234 | $3.1M |
| XTX Topco Ltd | 0.05% | Add +14.7% | 62,347 | $3.1M |
| Gsa Capital Partners LLP | 0.18% | Add +11.6% | 60,101 | $2.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.2% | 59,441 | $2.9M |
| Connors Investor Services Inc. | 0.26% | Add +0.7% | 58,368 | $2.9M |
| Aquatic Capital Management LLC | 0.08% | Add +95.4% | 57,420 | $2.8M |
| First Trust Advisors LP | 0.00% | Reduce -38.5% | 56,717 | $2.8M |
| State of Wisconsin Investment Board | 0.01% | Reduce -21.1% | 56,608 | $2.8M |
| Blackstone Inc. | 0.01% | New | 56,408 | $2.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 54,583 | $2.7M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -73.4% | 52,321 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.7% | 50,208 | $2.5M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -2.4% | 49,650 | $2.4M |
| Thompson Investment Management, Inc. | 0.28% | No change | 44,840 | $2.2M |
| OpenArc Corporate Advisory, LLC | 0.03% | New | 42,614 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.8% | 41,276 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +5.2% | 40,986 | $2.0M |
| Susquehanna Fundamental Investments, LLC | 0.07% | New | 40,373 | $2.0M |
| LPL Financial LLC | 0.00% | Add +393.7% | 40,250 | $2.0M |
| Franklin Resources Inc. | 0.00% | Add +8.3% | 39,131 | $1.9M |
| Boothbay Fund Management, LLC | 0.05% | Reduce -39.3% | 38,866 | $1.9M |
| Voya Investment Management LLC | 0.00% | Reduce -1.2% | 38,760 | $1.9M |
| AQR Capital Management | 0.00% | Add +5.1% | 38,710 | $1.9M |
| Formula Growth Ltd. | 0.84% | Add +280.0% | 38,000 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +31.3% | 37,215 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.53% | Reduce -5.2% | 36,448 | $1.8M |
| American Century Companies Inc. | 0.00% | Reduce -11.0% | 36,182 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +3.5% | 33,491 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.8% | 32,910 | $1.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | No change | 31,883 | $1.6M |
| Capital Fund Management S.A. | 0.01% | New | 31,365 | $1.5M |
| Creative Planning | 0.00% | Add +2.4% | 31,351 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.6% | 31,201 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -57.6% | 30,461 | $1.5M |
| Gotham Asset Management | 0.00% | Reduce -31.5% | 30,176 | $1.5M |
| WINTON GROUP Ltd | 0.05% | Add +37.4% | 28,459 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 27,234 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.6% | 26,725 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.3% | 26,700 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +19.0% | 26,555 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +11.8% | 26,394 | $1.3M |
| Jackson Square Capital, LLC | 0.26% | Reduce -1.9% | 25,000 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 24,612 | $1.2M |
| Integrated Quantitative Investments LLC | 0.21% | Add +1.8% | 23,363 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -9.1% | 22,629 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -31.9% | 22,207 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 21,151 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | Add +17.2% | 21,100 | $1.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -45.5% | 21,077 | $1.0M |
| Tidal Investments LLC | 0.00% | Reduce -30.5% | 20,902 | $1.0M |
| STRS Ohio | 0.00% | Add +1.5% | 20,600 | $1.0M |
| Caxton Associates LLP | 0.02% | Reduce -32.6% | 20,192 | $989K |
| Meeder Asset Management Inc. | 0.06% | New | 19,934 | $977K |
| Gibbs Wealth Management | 0.13% | Add +66.2% | 19,542 | $957K |
| HSBC Holdings PLC | 0.00% | Add +3.5% | 19,140 | $940K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -44.8% | 18,387 | $901K |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +51.9% | 18,191 | $891K |
| Amundi | 0.00% | Reduce -72.0% | 17,698 | $867K |
| Amalgamated Bank | 0.01% | Reduce -0.9% | 17,363 | $851K |
| Arizona State Retirement System | 0.01% | Add +0.2% | 17,297 | $847K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,883 | $827K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 16,858 | $826K |
| Summit Global Investments | 0.05% | Reduce -5.8% | 16,328 | $800K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 16,299 | $798K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.9% | 16,062 | $787K |
| BNP Paribas Financial Markets | 0.00% | Add +1.8% | 15,091 | $739K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 14,915 | $731K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +74.8% | 14,912 | $731K |
| Captrust Financial Advisors | 0.00% | New | 14,824 | $726K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 14,807 | $725K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +18.7% | 14,657 | $718K |
| Fifth Third Bancorp | 0.00% | Add +2989.3% | 14,458 | $708K |
| Teacher Retirement System of Texas | 0.00% | Reduce -55.3% | 14,260 | $699K |
| Allstate Corp. | 0.01% | New | 14,033 | $687K |
| KLP Kapitalforvaltning As | 0.00% | Add +4.5% | 13,900 | $681K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 13,800 | $676K |
| PNC Financial Services Group, Inc. | 0.00% | Add +25.1% | 13,400 | $656K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -3.2% | 13,127 | $643K |
| Citigroup Inc. | 0.00% | Reduce -17.1% | 12,449 | $610K |
| SG Americas Securities, LLC | 0.00% | Reduce -36.9% | 12,193 | $597K |
| Barclays PLC | 0.00% | Reduce -88.0% | 11,819 | $579K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -37.0% | 11,484 | $563K |
| Diversified Trust Co. | 0.01% | Add +9.0% | 11,057 | $542K |
| Magnetar Financial LLC | 0.01% | Reduce -8.4% | 10,846 | $531K |
| Holocene Advisors, LP | 0.00% | New | 10,482 | $514K |
| Inspire Investing, LLC | 0.03% | Add +18.3% | 10,424 | $511K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 10,385 | $509K |
| Harbor Capital Advisors, Inc. | 0.04% | Reduce -76.2% | 10,155 | $497K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.2% | 10,051 | $492K |
| Vident Advisory, LLC | 0.00% | Reduce -7.2% | 9,807 | $480K |
| Cetera Investment Advisers | 0.00% | Add +11.0% | 9,738 | $477K |
| Fox Run Management, L.L.C. | 0.08% | Reduce -63.5% | 9,584 | $473K |
| Victory Capital Management Inc. | 0.00% | Add +7.4% | 9,645 | $473K |
| Portside Wealth Group, LLC | 0.06% | Add +1.9% | 9,483 | $465K |
| ProShare Advisors LLC | 0.00% | Reduce -20.0% | 9,382 | $460K |
| Graham Capital Management, L.P. | 0.02% | Reduce -55.3% | 9,107 | $446K |
| Yorktown Management & Research Co Inc | 0.37% | No change | 9,000 | $441K |
| Atria Investments, Inc | 0.00% | Add +29.1% | 8,945 | $438K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,813 | $432K |
| LVW Advisors, LLC | 0.04% | Reduce -8.9% | 8,796 | $431K |
| Axq Capital, LP | 0.05% | New | 8,337 | $408K |
| Quantinno Capital Management LP | 0.00% | Add +27.0% | 8,304 | $407K |
| Pacer Advisors, Inc. | 0.00% | Add +26.6% | 8,255 | $404K |
| Dynamic Technology Lab Private Ltd | 0.06% | Reduce -75.7% | 8,015 | $393K |
| Bank of Montreal | 0.00% | Add +24.4% | 7,780 | $381K |
| Swiss Life Asset Management Ltd | 0.00% | Add +24.1% | 7,472 | $366K |
| Kera Capital Partners, Inc. | 0.04% | Add +0.5% | 7,399 | $362K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,035 | $345K |
| Entropy Technologies, LP | 0.02% | New | 7,016 | $344K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +29.7% | 6,954 | $341K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.1% | 6,902 | $338K |
| FORA Capital, LLC | 0.02% | New | 6,753 | $331K |
| DRW Securities, LLC | 0.02% | Reduce -48.9% | 6,617 | $324K |
| Linden Thomas Advisory Services, LLC | 0.03% | Add +52.2% | 6,383 | $313K |
| Mercer Global Advisors Inc. | 0.00% | Add +21.7% | 6,298 | $309K |
| Enterprise Financial Services Corp | 0.15% | No change | 6,082 | $298K |
| State of Wyoming | 0.04% | Reduce -51.8% | 6,057 | $297K |
| Neo Ivy Capital Management | 0.07% | Add +93.5% | 5,696 | $279K |
| Centiva Capital, LP | 0.01% | New | 5,695 | $279K |
| Virtu Financial LLC | 0.01% | New | 5,677 | $278K |
| Xponance LLC | 0.00% | Add +18.1% | 5,656 | $277K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 5,568 | $273K |
| Corient Private Wealth LP | 0.00% | Add +14.6% | 5,232 | $256K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +194.3% | 5,230 | $256K |
| Quantbot Technologies LP | 0.01% | New | 4,972 | $244K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,929 | $241K |
| Vise Technologies, Inc. | 0.00% | No change | 4,524 | $239K |
| Inceptionr LLC | 0.06% | Reduce -22.8% | 4,799 | $235K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -37.5% | 4,623 | $226K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,563 | $224K |
| Jones Financial Companies LLLP | 0.00% | Add +4.7% | 4,273 | $215K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 4,327 | $212K |
| Fred Alger Management, LLC | 0.00% | New | 4,275 | $209K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.3% | 4,273 | $209K |
| Argent Trust Co | 0.01% | New | 4,204 | $206K |
| Hancock Whitney Corp. | 0.00% | Add +6.8% | 4,725 | $206K |
| Guggenheim Capital LLC | 0.00% | Reduce -77.5% | 4,173 | $204K |
| Freestone Grove Partners LP | 0.00% | Reduce -73.8% | 3,596 | $176K |
| Quadrant Capital Group LLC | 0.00% | Reduce -3.4% | 3,232 | $158K |
| Royal Bank of Canada | 0.00% | Reduce -32.8% | 2,969 | $146K |
| Assetmark, Inc. | 0.00% | Add +4313.8% | 2,560 | $125K |
| KBC Group NV | 0.00% | No change | 2,090 | $102K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3108.6% | 1,861 | $91K |
| OV Management LLC | 0.17% | Reduce -81.5% | 1,663 | $81K |
| GAMMA Investing LLC | 0.00% | Add +4.8% | 1,651 | $81K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +66.1% | 1,626 | $80K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +36.2% | 1,286 | $63K |
| Signaturefd, LLC | 0.00% | No change | 1,226 | $60K |
| Cwm, LLC | 0.00% | Reduce -3.5% | 1,226 | $60K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -44.9% | 954 | $47K |
| Group One Trading LLC | 0.00% | New | 909 | $45K |
| Strive Financial Group ,LLC | 0.02% | No change | 757 | $37K |
| Covestor Ltd | 0.02% | Add +8.3% | 708 | $35K |
| Salomon & Ludwin, LLC | 0.00% | Add +74.1% | 679 | $31K |
| Hantz Financial Services, Inc. | 0.00% | Add +74.6% | 571 | $28K |
| US Bancorp \de | 0.00% | Add +6.4% | 550 | $27K |
| SouthState Bank Corp | 0.00% | No change | 500 | $24K |
| Crewe Advisors LLC | 0.00% | Add +39.6% | 455 | $22K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.2% | 448 | $22K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.2% | 434 | $20K |
| Tower View Wealth Management LLC | 0.01% | No change | 400 | $20K |
| Sterling Capital Management LLC | 0.00% | Reduce -1.3% | 391 | $19K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 334 | $16K |
| Kemnay Advisory Services Inc. | 0.00% | Add +151.2% | 324 | $16K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -97.3% | 308 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +247.7% | 306 | $15K |
| Mather Group, Llc. | 0.00% | New | 287 | $14K |
| UMB Bank, n.a. | 0.00% | Add +27.8% | 285 | $14K |
| Allworth Financial LP | 0.00% | Reduce -2.1% | 280 | $14K |
| Whittier Trust Co. | 0.00% | Reduce -36.0% | 251 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +31.5% | 188 | $9K |
| Clearstead Advisors, LLC | 0.00% | Reduce -92.4% | 183 | $9K |
| IFP Advisors, Inc | 0.00% | Add +127.0% | 168 | $8K |
| Truvestments Capital LLC | 0.00% | No change | 152 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 122 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +27.5% | 102 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 87 | $4K |
| Rothschild Investment LLC | 0.00% | Reduce -5.6% | 85 | $4K |
| Root Financial Partners, LLC | 0.00% | Add +26.2% | 77 | $4K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 74 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 75 | $4K |
| Rachor Investment Advisory Services, LLC | 0.00% | Add +3.1% | 66 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -53.7% | 63 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -40.4% | 62 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 55 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 54 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 53 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 53 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 44 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 38 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 35 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -22.7% | 34 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 30 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +7.4% | 29 | $1K |
| Main Street Group, LTD | 0.00% | New | 27 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $1K |
| Rossby Financial, LCC | 0.00% | New | 28 | $1K |
| Quarry LP | 0.00% | Reduce -95.1% | 26 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -96.9% | 23 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 23 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 18 | $882 |
| SBI Securities Co., Ltd. | 0.00% | No change | 17 | $833 |
| Manchester Capital Management LLC | 0.00% | No change | 15 | $735 |
| Gilpin Wealth Management, LLC | 0.00% | Add +175.0% | 11 | $539 |
| Ankerstar Wealth, LLC | 0.00% | Add +12.5% | 9 | $441 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -93.3% | 7 | $343 |
| True Wealth Design, LLC | 0.00% | No change | 6 | $294 |
| Trust Co | 0.00% | No change | 6 | $294 |
| CVA Family Office, LLC | 0.00% | New | 6 | $294 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 5 | $245 |
| Owl Creek Wealth Partners LLC | 0.00% | — | 5 | $245 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 5 | $245 |
| MAI Capital Management | 0.00% | New | 4 | $196 |
| Larson Financial Group LLC | 0.00% | Reduce -79.0% | 4 | $196 |
| Abound Wealth Management | 0.00% | No change | 4 | $196 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -77.8% | 2 | $98 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $67 |
| Huntington National Bank | 0.00% | No change | 1 | $49 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $49 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $49 |
| Essential Partners LLC | 0.00% | No change | 1 | $49 |
"% of holder's portfolio" is CALX's weight in each manager's 13F, not the share of Calix Inc. the manager owns.