CalixCALX
13F holders, Q2 2026 (June 30)287holders −23
36new positions
58sold out
6famous investors
$37.94avg. 13F price*
At the end of Q2 2026, 287 institutions reported holding Calix Inc. (CALX) in their 13F filings, down 23 from Q1 2026. 36 opened new positions and 58 sold out. The largest holders were BlackRock, Inc. ($439.5M), Vanguard Portfolio Management LLC ($208.5M) and Alliancebernstein L.P. ($159.1M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $69.3M |
| Exits | 58 | $111.6M |
All 13F filers, Q1 2026 → Q2 2026: 9,278,626 shares bought and 9,016,798 shares sold, net +261,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 287 holders
| BlackRock, Inc. | 0.01% | Add +5.6% | 11,775,490 | $439.5M |
| Vanguard Portfolio Management LLC | 0.01% | Add +1.0% | 5,588,048 | $208.5M |
| Alliancebernstein L.P. | 0.05% | Reduce -0.1% | 3,248,412 | $159.1M |
| State Street Corp. | 0.00% | Add +12.0% | 2,915,560 | $108.8M |
| Vanguard Capital Management LLC | 0.00% | Reduce -3.7% | 2,587,424 | $96.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 1,481,595 | $55.3M |
| Westfield Capital Management Co. LP | 0.16% | Reduce -14.3% | 1,324,534 | $49.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +7.5% | 1,309,436 | $48.9M |
| Acadian Asset Management LLC | 0.06% | Add +55.1% | 1,241,622 | $46.3M |
| Citadel Advisors | 0.03% | Add +182.3% | 1,208,764 | $45.1M |
| Paradigm Capital Management Inc. | 1.01% | Add +29.8% | 997,134 | $37.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +58.9% | 875,837 | $32.7M |
| UBS Group AG | 0.01% | Add +32.9% | 857,360 | $32.0M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -6.6% | 784,798 | $29.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +8.1% | 753,302 | $28.1M |
| Jane Street Group, LLC | 0.02% | Add +104.2% | 718,768 | $26.8M |
| Two Sigma Investments, LP | 0.02% | Add +336.0% | 703,911 | $26.3M |
| Millennium Management | 0.02% | Reduce -63.3% | 698,620 | $26.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.2% | 696,967 | $26.0M |
| Nomura Asset Management International Inc. | 0.04% | Add +18.4% | 659,563 | $24.6M |
| Northern Trust Corp. | 0.00% | Add +5.3% | 642,151 | $24.0M |
| Gilder Gagnon Howe & Co. LLC | 0.22% | Reduce -25.5% | 580,323 | $21.7M |
| Bank of America Corp. | 0.00% | Reduce -25.3% | 560,034 | $20.9M |
| Renaissance Technologies | 0.03% | Add +0.9% | 548,118 | $20.5M |
| Morgan Stanley | 0.00% | Reduce -26.3% | 524,882 | $19.6M |
| Wellington Management Group LLP | 0.00% | Reduce -2.9% | 519,153 | $19.4M |
| HRT Financial LP | 0.04% | Add +523.6% | 517,152 | $19.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +55.8% | 466,594 | $17.4M |
| Trigran Investments, Inc. | 3.03% | New | 442,008 | $16.5M |
| Harvey Partners, LLC | 1.09% | Reduce -26.6% | 420,500 | $15.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -0.3% | 417,114 | $15.6M |
| D. E. Shaw & Co. | 0.01% | Add +1840.9% | 409,082 | $15.3M |
| Oberweis Asset Management Inc./ | 0.31% | Add +20.1% | 402,230 | $15.0M |
| Alyeska Investment Group, L.P. | 0.04% | New | 400,088 | $14.9M |
| Divisar Capital Management LLC | 3.40% | Add +16.2% | 395,163 | $14.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.6% | 393,019 | $14.7M |
| Penn Capital Management Company, LLC | 0.92% | Add +2.6% | 388,239 | $14.5M |
| Nuveen, LLC | 0.00% | Reduce -15.2% | 366,953 | $13.7M |
| Mackenzie Financial Corp. | 0.01% | Add +346.5% | 323,524 | $12.1M |
| Federated Hermes, Inc. | 0.02% | Add +1.8% | 322,879 | $12.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -16.9% | 321,827 | $12.0M |
| Man Group plc | 0.02% | Add +13.4% | 317,967 | $11.9M |
| Invesco Ltd. | 0.00% | Add +14.8% | 313,311 | $11.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.1% | 304,086 | $11.3M |
| Trexquant Investment LP | 0.07% | Reduce -30.2% | 299,603 | $11.2M |
| Needham Investment Management LLC | 0.31% | New | 275,000 | $10.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +27.6% | 269,329 | $10.1M |
| Deutsche Bank AG | 0.00% | Add +5.2% | 266,222 | $9.9M |
| FMR LLC | 0.00% | Add +95.5% | 263,002 | $9.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -13.6% | 250,462 | $9.3M |
| Los Angeles Capital Management LLC | 0.03% | Add +76929.2% | 237,250 | $8.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +23.9% | 238,828 | $8.8M |
| BNP Paribas Financial Markets | 0.00% | Add +1424.7% | 230,099 | $8.6M |
| Westerly Capital Management, LLC | 1.41% | New | 205,000 | $7.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -10.0% | 202,137 | $7.5M |
| Public Sector Pension Investment Board | 0.02% | Reduce -7.6% | 199,366 | $7.4M |
| Sei Investments Co. | 0.01% | Reduce -29.5% | 189,891 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Add +86.9% | 184,038 | $6.7M |
| Panagora Asset Management Inc. | 0.02% | Add +3.7% | 171,717 | $6.4M |
| Penserra Capital Management LLC | 0.05% | Reduce -2.6% | 170,796 | $6.4M |
| Defiance ETFs, LLC | 0.09% | Reduce -2.6% | 170,796 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Add +37.8% | 164,210 | $6.1M |
| G2 Investment Partners Management LLC | 1.09% | Reduce -0.3% | 160,000 | $6.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.8% | 143,750 | $5.4M |
| Tudor Investment Corporation | 0.02% | Add +120.1% | 142,647 | $5.3M |
| Legal & General Group Plc | 0.00% | Reduce -8.0% | 139,848 | $5.2M |
| Rhumbline Advisers | 0.00% | Reduce -14.2% | 136,537 | $5.1M |
| Swiss National Bank | 0.00% | Reduce -6.3% | 116,700 | $4.4M |
| First Trust Advisors LP | 0.00% | Add +103.9% | 115,623 | $4.3M |
| Formula Growth Ltd. | 1.51% | Add +202.6% | 115,000 | $4.3M |
| Natixis | 0.02% | New | 112,148 | $4.2M |
| North Star Asset Management Inc. | 0.16% | Add +12.2% | 111,554 | $4.2M |
| XTX Topco Ltd | 0.05% | Add +77.6% | 110,725 | $4.1M |
| AQR Capital Management | 0.00% | Add +174.1% | 106,088 | $3.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -79.1% | 95,753 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.7% | 94,773 | $3.5M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +29.6% | 93,685 | $3.5M |
| Thompson Investment Management, Inc. | 0.39% | Add +105.0% | 91,940 | $3.4M |
| Holocene Advisors, LP | 0.01% | Add +773.5% | 91,555 | $3.4M |
| Engineers Gate Manager LP | 0.04% | Reduce -35.5% | 83,602 | $3.1M |
| Marathon Capital Management | 0.63% | Add +2.2% | 83,555 | $3.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.5% | 77,764 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -2.7% | 74,297 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.8% | 72,704 | $2.7M |
| Bessemer Group Inc. | 0.00% | Reduce -0.3% | 64,191 | $2.4M |
| Algert Global LLC | 0.03% | New | 60,350 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -6.1% | 60,319 | $2.3M |
| Boothbay Fund Management, LLC | 0.04% | Add +53.2% | 59,539 | $2.2M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -74.1% | 57,472 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +85.7% | 56,571 | $2.1M |
| Lazard Asset Management LLC | 0.00% | New | 56,174 | $2.1M |
| Brevan Howard Capital Management LP | 0.03% | New | 55,038 | $2.1M |
| Allianz Asset Management GmbH | 0.00% | Reduce -65.4% | 53,144 | $2.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -3.0% | 52,923 | $2.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +28.0% | 47,632 | $1.8M |
| Connors Investor Services Inc. | 0.15% | Reduce -18.4% | 47,631 | $1.8M |
| New York State Teachers Retirement System | 0.00% | Reduce -19.9% | 47,600 | $1.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -8.8% | 45,774 | $1.7M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Add +12.3% | 45,318 | $1.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +38.0% | 43,983 | $1.6M |
| Entropy Technologies, LP | 0.06% | Add +521.5% | 43,603 | $1.6M |
| State of Wisconsin Investment Board | 0.00% | Reduce -24.3% | 42,831 | $1.6M |
| Voya Investment Management LLC | 0.00% | Add +3.5% | 40,134 | $1.5M |
| Barclays PLC | 0.00% | Add +239.3% | 40,102 | $1.5M |
| Nordea Investment Management AB | 0.00% | New | 41,134 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 39,989 | $1.5M |
| Citigroup Inc. | 0.00% | Add +214.1% | 39,098 | $1.5M |
| Franklin Resources Inc. | 0.00% | Reduce -2.6% | 38,128 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.7% | 38,114 | $1.4M |
| HSBC Holdings PLC | 0.00% | Add +100.1% | 38,295 | $1.4M |
| Axq Capital, LP | 0.15% | Add +353.7% | 37,827 | $1.4M |
| American Century Companies Inc. | 0.00% | Reduce -2.2% | 35,389 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -88.9% | 34,557 | $1.3M |
| Illinois Municipal Retirement Fund | 0.01% | Add +5.2% | 32,819 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +116.4% | 32,273 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +21.3% | 32,209 | $1.2M |
| Caxton Associates LLP | 0.02% | Add +58.6% | 32,027 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | New | 30,400 | $1.1M |
| Quantbot Technologies LP | 0.04% | Add +493.6% | 29,515 | $1.1M |
| EntryPoint Capital, LLC | 0.26% | New | 29,254 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.3% | 28,945 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -14.3% | 28,698 | $1.1M |
| Jupiter Topco LLC | 0.00% | — | 27,234 | $1.0M |
| Park Avenue Securities LLC | 0.01% | New | 26,990 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +26.9% | 26,840 | $1.0M |
| Creative Planning | 0.00% | Reduce -14.6% | 26,782 | $1000K |
| Quadrature Capital Ltd | 0.01% | New | 26,438 | $987K |
| Intech Investment Management LLC | 0.01% | Reduce -78.8% | 25,824 | $964K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -4.9% | 25,400 | $948K |
| Capital Fund Management S.A. | 0.01% | Reduce -19.1% | 25,375 | $947K |
| Magnetar Financial LLC | 0.01% | Add +132.3% | 25,197 | $940K |
| State of Tennessee, Department of Treasury | 0.00% | Add +13.4% | 25,191 | $940K |
| Jackson Square Capital, LLC | 0.13% | No change | 25,000 | $933K |
| Victory Capital Management Inc. | 0.00% | Add +145.0% | 23,632 | $882K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.9% | 23,406 | $874K |
| Handelsbanken Fonder AB | 0.00% | Add +8.5% | 22,900 | $855K |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +25.5% | 22,830 | $852K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 22,629 | $845K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -32.4% | 22,253 | $830K |
| Quantinno Capital Management LP | 0.00% | Add +160.9% | 21,664 | $809K |
| Tidal Investments LLC | 0.00% | Reduce -2.4% | 20,409 | $762K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -59.5% | 20,085 | $750K |
| Horizon Investments, LLC | 0.01% | New | 19,936 | $744K |
| Kornitzer Capital Management Inc. | 0.01% | Add +46.0% | 19,160 | $715K |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -54.1% | 18,802 | $702K |
| Inspire Investing, LLC | 0.03% | Add +76.0% | 18,343 | $685K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +7.5% | 17,525 | $654K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +72.5% | 17,518 | $654K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,883 | $630K |
| Summit Global Investments | 0.03% | No change | 16,328 | $609K |
| Arizona State Retirement System | 0.00% | Reduce -7.2% | 16,045 | $599K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.6% | 15,640 | $584K |
| Amalgamated Bank | 0.00% | Reduce -10.0% | 15,624 | $583K |
| Vanguard Investments Australia, Ltd. | 0.00% | Reduce -7.9% | 15,522 | $579K |
| Vident Advisory, LLC | 0.00% | Add +54.6% | 15,158 | $566K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 14,807 | $553K |
| Gsa Capital Partners LLP | 0.03% | Reduce -75.5% | 14,720 | $549K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 14,657 | $547K |
| Amundi | 0.00% | Reduce -19.5% | 14,243 | $532K |
| Marshall Wace, LLP | 0.00% | New | 14,126 | $527K |
| Guggenheim Capital LLC | 0.00% | Add +236.9% | 14,059 | $525K |
| KLP Kapitalforvaltning As | 0.00% | No change | 13,900 | $519K |
| FORA Capital, LLC | 0.04% | Add +104.5% | 13,808 | $515K |
| Occudo Quantitative Strategies LP | 0.03% | New | 13,774 | $514K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -7.7% | 13,764 | $514K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -4.5% | 13,173 | $492K |
| Fifth Third Bancorp | 0.00% | Reduce -14.0% | 12,436 | $464K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 12,272 | $458K |
| Diversified Trust Co. | 0.01% | Add +6.7% | 11,801 | $440K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.1% | 11,647 | $435K |
| Dynamic Technology Lab Private Ltd | 0.10% | Add +43.9% | 11,530 | $430K |
| Jain Global LLC | 0.01% | New | 11,185 | $417K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 10,738 | $401K |
| Schroder Investment Management Group | 0.00% | Reduce -96.0% | 11,055 | $399K |
| Teacher Retirement System of Texas | 0.00% | Reduce -26.9% | 10,422 | $389K |
| Pictet Asset Management Holding SA | 0.00% | No change | 10,051 | $375K |
| Fox Run Management, L.L.C. | 0.06% | Add +2.4% | 9,812 | $366K |
| Congress Asset Management Co. | 0.00% | Reduce -99.5% | 8,898 | $332K |
| State of Wyoming | 0.03% | Add +42.9% | 8,654 | $323K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -3.1% | 8,542 | $319K |
| ProShare Advisors LLC | 0.00% | Reduce -10.1% | 8,439 | $315K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -90.6% | 8,400 | $313K |
| Aquatic Capital Management LLC | 0.01% | Reduce -85.7% | 8,242 | $308K |
| Bank of Montreal | 0.00% | Reduce -0.9% | 7,710 | $288K |
| Kera Capital Partners, Inc. | 0.03% | Add +2.2% | 7,563 | $282K |
| SG Americas Securities, LLC | 0.00% | Reduce -40.7% | 7,233 | $270K |
| Osaic Holdings, Inc. | 0.00% | Reduce -96.1% | 7,054 | $263K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,035 | $263K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.7% | 6,648 | $248K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -4.6% | 6,636 | $248K |
| Bridgefront Capital, LLC | 0.06% | New | 6,331 | $236K |
| Linden Thomas Advisory Services, LLC | 0.02% | Reduce -0.9% | 6,324 | $236K |
| WINTON GROUP Ltd | 0.01% | Reduce -77.9% | 6,300 | $235K |
| Enterprise Financial Services Corp | 0.09% | No change | 6,082 | $227K |
| Xponance LLC | 0.00% | Add +3.8% | 5,870 | $219K |
| SummitTX Capital, L.P. | 0.01% | New | 5,776 | $216K |
| LVW Advisors, LLC | 0.02% | Reduce -35.3% | 5,689 | $212K |
| Divisadero Street Capital Management, LP | 0.00% | Reduce -98.2% | 5,670 | $212K |
| DRW Securities, LLC | 0.01% | Reduce -17.7% | 5,448 | $203K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.1% | 5,412 | $202K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +9.1% | 5,378 | $201K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.1% | 4,362 | $163K |
| Royal Bank of Canada | 0.00% | Add +43.1% | 4,250 | $159K |
| Freestone Grove Partners LP | 0.00% | Add +17.1% | 4,210 | $157K |
| Jones Financial Companies LLLP | 0.00% | Add +3.3% | 4,415 | $157K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -26.3% | 3,363 | $126K |
| Nykredit A/S | 0.00% | — | 2,814 | $105K |
| KBC Group NV | 0.00% | No change | 2,090 | $78K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -61.8% | 2,000 | $75K |
| Assetmark, Inc. | 0.00% | Reduce -32.8% | 1,720 | $64K |
| OV Management LLC | 0.12% | Reduce -0.7% | 1,652 | $62K |
| Signaturefd, LLC | 0.00% | Reduce -1.6% | 1,206 | $45K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -20.7% | 1,020 | $38K |
| US Bancorp \de | 0.00% | Add +85.1% | 1,018 | $38K |
| Smartleaf Asset Management LLC | 0.00% | No change | 954 | $34K |
| GAMMA Investing LLC | 0.00% | Reduce -45.7% | 897 | $33K |
| Harbor Investment Advisory, LLC | 0.00% | New | 840 | $31K |
| Covestor Ltd | 0.02% | Add +10.2% | 780 | $29K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +2991.3% | 711 | $27K |
| Advisors Asset Management, Inc. | 0.00% | New | 661 | $25K |
| Optiver Holding B.V. | 0.00% | New | 544 | $20K |
| Public Employees Retirement System of Ohio | 0.00% | Add +17.2% | 525 | $20K |
| SouthState Bank Corp | 0.00% | No change | 500 | $19K |
| Kemnay Advisory Services Inc. | 0.00% | Add +25.9% | 408 | $15K |
| Tower View Wealth Management LLC | 0.01% | No change | 400 | $15K |
| Allworth Financial LP | 0.00% | Add +28.2% | 359 | $13K |
| Clearstead Advisors, LLC | 0.00% | Add +89.6% | 347 | $13K |
| Bayforest Capital Ltd | 0.01% | New | 289 | $11K |
| Mather Group, Llc. | 0.00% | No change | 287 | $11K |
| Whittier Trust Co. | 0.00% | No change | 251 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -84.8% | 248 | $9K |
| Arax Advisory Partners | 0.00% | New | 226 | $8K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.8% | 208 | $8K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -99.8% | 200 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -1.6% | 185 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 168 | $6K |
| Crewe Advisors LLC | 0.00% | Reduce -67.3% | 149 | $6K |
| Fulcrum Asset Management LLP | 0.00% | New | 144 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -70.0% | 130 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +15.7% | 118 | $4K |
| Versant Capital Management, Inc | 0.00% | Add +28.7% | 112 | $4K |
| Rothschild Investment LLC | 0.00% | Add +20.0% | 102 | $4K |
| Group One Trading LLC | 0.00% | Reduce -88.8% | 102 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -27.1% | 89 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -71.2% | 88 | $3K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -89.3% | 73 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +9.5% | 69 | $3K |
| UMB Bank, n.a. | 0.00% | Reduce -77.5% | 64 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 62 | $2K |
| Essential Partners LLC | 0.00% | Add +5900.0% | 60 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -96.9% | 58 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -90.2% | 56 | $2K |
| Quarry LP | 0.00% | Add +96.2% | 51 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +188.2% | 49 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -9.4% | 48 | $2K |
| CENTRAL TRUST Co | 0.00% | Reduce -45.3% | 29 | $1K |
| Main Street Group, LTD | 0.00% | No change | 27 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $1K |
| Rossby Financial, LCC | 0.00% | Reduce -17.9% | 23 | $858 |
| Creative Financial Designs Inc. | 0.00% | No change | 23 | $858 |
| Fortitude Family Office, LLC | 0.00% | Reduce -35.3% | 22 | $821 |
| JFS Wealth Advisors, LLC | 0.00% | Add +900.0% | 20 | $747 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 18 | $672 |
| Highline Wealth Partners LLC | 0.00% | Reduce -67.3% | 18 | $672 |
| Manchester Capital Management LLC | 0.00% | No change | 15 | $560 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -51.7% | 14 | $524 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -60.0% | 14 | $523 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 13 | $485 |
| Ankerstar Wealth, LLC | 0.00% | Add +22.2% | 11 | $411 |
| SJS Investment Consulting Inc. | 0.00% | Add +28.6% | 9 | $336 |
| Fiduciary Financial Advisors | 0.00% | New | 10 | $336 |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -45.5% | 6 | $224 |
| Trust Co | 0.00% | No change | 6 | $224 |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 5 | $187 |
| Larson Financial Group LLC | 0.00% | No change | 4 | $149 |
| Creative Capital Management Investments LLC | 0.00% | New | 4 | $149 |
| Davis Capital Management | 0.00% | New | 3 | $112 |
| Strengthening Families & Communities, LLC | 0.00% | New | 3 | $112 |
| True Wealth Design, LLC | 0.00% | Reduce -66.7% | 2 | $75 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $38 |
| HFM Investment Advisors, LLC | 0.00% | New | 1 | $38 |
| Huntington National Bank | 0.00% | No change | 1 | $37 |
| CVA Family Office, LLC | 0.00% | Reduce -83.3% | 1 | $37 |
| LRI Investments, LLC | 0.00% | New | 1 | $37 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $37 |
| Evolution Advisers, Inc. | 0.00% | New | 6 | $0 |
| Navigoe, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is CALX's weight in each manager's 13F, not the share of Calix Inc. the manager owns.