Titelia

Fund shareholders of Calix Inc

ISIN US13100M5094 · United States · LEI 5299002RQRZ4SXSCSJ58

Fund shareholders
297
Of which ETFs
82 215 other funds
Value held
≈ 1.1B $ 1.1B $ · 10.8M SEK
Share of capital
46.5 % of 63M shares on Jul 13, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 3,497,584130.5M $0.12 %5.55 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,816,14667.8M $0.00 %2.88 %as of Jun 30, 2026 ↗
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 1,548,20261.5M $0.04 %2.46 %as of May 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,537,08357.4M $0.07 %2.44 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,315,27049.1M $0.03 %2.09 %as of Jun 30, 2026 ↗
iShares Cybersecurity and Tech ETF iShares Trust 855,65530.7M $3.02 %1.36 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 755,13328.2M $0.06 %1.20 %as of Jun 30, 2026 ↗
Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS 668,15426.6M $0.20 %1.06 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 665,92524.9M $0.03 %1.06 %as of Jun 30, 2026 ↗
Harbor Small Cap Growth Fund HARBOR FUNDS 659,76923.7M $0.89 %1.05 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 647,29723.2M $0.07 %1.03 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 560,62620.9M $0.17 %0.89 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Telecom ETF SPDR SERIES TRUST 557,87820.8M $2.92 %0.89 %as of Jun 30, 2026 ↗
AB Discovery Value Fund AB TRUST 556,68620.8M $0.81 %0.88 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 547,03020.4M $0.13 %0.87 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 533,81119.9M $0.12 %0.85 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 521,58119.5M $0.24 %0.83 %as of Jun 30, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 433,81017.2M $0.31 %0.69 %as of May 29, 2026 ↗
Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II 424,65815.8M $0.70 %0.67 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 375,58114M $0.12 %0.60 %as of Jun 30, 2026 ↗
iShares U.S. Digital Infrastructure and Real Estate ETF iShares Trust 373,21113.9M $2.77 %0.59 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 327,50912.2M $0.24 %0.52 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 311,97012.4M $0.03 %0.50 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 309,84112.3M $0.07 %0.49 %as of May 31, 2026 ↗
AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. 301,58011.3M $0.84 %0.48 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 288,68611.5M $0.05 %0.46 %as of May 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 287,09011.4M $0.22 %0.46 %as of May 29, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 285,74811.4M $0.01 %0.45 %as of May 31, 2026 ↗
Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III 259,5439.3M $1.22 %0.41 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 250,2649M $0.05 %0.40 %as of Jul 31, 2026 ↗
Needham Small Cap Growth Fund Needham Funds Inc 250,0009.3M $2.24 %0.40 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 208,5858.3M $0.14 %0.33 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 206,7637.4M $0.05 %0.33 %as of Jul 31, 2026 ↗
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 193,2076.9M $0.03 %0.31 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 189,3006.8M $0.09 %0.30 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 177,1086.4M $0.03 %0.28 %as of Jul 31, 2026 ↗
Defiance Connective Technologies ETF ETF Series Solutions 170,7966.4M $0.63 %0.27 %as of Jun 30, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 167,0696.2M $0.81 %0.27 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 144,1025.2M $0.07 %0.23 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 142,3925.3M $0.17 %0.23 %as of Jun 30, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 136,0754.9M $0.17 %0.22 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 130,2934.9M $0.08 %0.21 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 125,9164.5M $0.01 %0.20 %as of Jul 31, 2026 ↗
DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST 125,0004.7M $0.40 %0.20 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Information Technology ETF Invesco Exchange-Traded Fund Trust II 121,6824.8M $0.89 %0.19 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 113,5414.5M $0.00 %0.18 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 110,7854.1M $0.07 %0.18 %as of Jun 30, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 110,5354M $0.81 %0.18 %as of Jul 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 107,9634M $0.17 %0.17 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 104,6643.8M $0.17 %0.17 %as of Jul 31, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 103,8843.9M $0.67 %0.16 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 103,1004.1M $0.00 %0.16 %as of May 31, 2026 ↗
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 95,8953.6M $0.76 %0.15 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 94,8833.4M $0.41 %0.15 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 94,7403.5M $0.00 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 92,6873.7M $0.00 %0.15 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 90,8523.3M $0.01 %0.14 %as of Jul 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 90,0313.6M $0.14 %0.14 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 89,5493.3M $0.12 %0.14 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 86,2943.2M $0.03 %0.14 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 85,8853.4M $0.04 %0.14 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 78,8542.9M $0.00 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 78,3272.8M $0.07 %0.12 %as of Jul 31, 2026 ↗
Paradigm Micro-Cap Fund PARADIGM FUNDS 78,0342.9M $1.59 %0.12 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 77,6392.9M $0.08 %0.12 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 71,7262.9M $0.28 %0.11 %as of May 31, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 69,6562.8M $2.78 %0.11 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 68,6252.5M $0.01 %0.11 %as of Jul 31, 2026 ↗
Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II 67,3032.5M $0.71 %0.11 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 66,8732.4M $0.09 %0.11 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 65,2992.6M $0.34 %0.10 %as of May 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 64,3802.3M $0.12 %0.10 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 64,2432.4M $0.06 %0.10 %as of Jun 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 63,8862.3M $0.02 %0.10 %as of Jul 31, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 60,6972.3M $0.74 %0.10 %as of Jun 30, 2026 ↗
Small Cap Stock Trust John Hancock Variable Insurance Trust 60,5082.3M $0.76 %0.10 %as of Jun 30, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 60,5062.2M $0.08 %0.10 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 58,3842.1M $0.00 %0.09 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 56,6202.3M $0.13 %0.09 %as of May 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 56,4082M $0.16 %0.09 %as of Jul 31, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 56,3972.1M $0.24 %0.09 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 55,5262.1M $0.13 %0.09 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 53,8472M $0.24 %0.09 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 49,7001.9M $0.12 %0.08 %as of Jun 30, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 46,1451.7M $0.13 %0.07 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 45,0181.6M $0.00 %0.07 %as of Jul 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 42,7641.5M $0.11 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 41,9311.6M $0.07 %0.07 %as of Jun 30, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 41,8111.6M $0.21 %0.07 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 39,8151.5M $0.15 %0.06 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 39,7201.5M $0.12 %0.06 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 38,1141.4M $0.12 %0.06 %as of Jun 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 37,7011.4M $0.08 %0.06 %as of Jun 30, 2026 ↗
AB Sustainable Global Thematic Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 35,6501.3M $0.84 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 35,3541.3M $0.00 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 34,4351.4M $0.00 %0.05 %as of May 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 33,4181.2M $0.20 %0.05 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 33,1401.2M $0.07 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 31,8651.2M $0.00 %0.05 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 31,5001.3M $0.05 %0.05 %as of May 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
iShares Cybersecurity and Tech ETF iShares Trust 3.02 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Telecom ETF SPDR SERIES TRUST 2.92 %as of Jun 30, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 2.78 %as of May 31, 2026 ↗
iShares U.S. Digital Infrastructure and Real Estate ETF iShares Trust 2.77 %as of Jun 30, 2026 ↗
Needham Small Cap Growth Fund Needham Funds Inc 2.24 %as of Jun 30, 2026 ↗
Paradigm Micro-Cap Fund PARADIGM FUNDS 1.59 %as of Jun 30, 2026 ↗
Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III 1.22 %as of Jul 31, 2026 ↗
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 0.96 %as of May 31, 2026 ↗
Buffalo Early Stage Growth Fund Buffalo Funds 0.93 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Information Technology ETF Invesco Exchange-Traded Fund Trust II 0.89 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3295-3329,240,377+0.5 %
2026Q2328-529,107,007-1.8 %
2026Q1333+229,637,057+3.7 %
2025Q4331+3028,591,475+4.0 %
2025Q3301+1827,499,258-0.3 %
2025Q2283+727,572,365+1.3 %
2025Q1276-1227,230,501-5.9 %
2024Q4288+1028,928,479+1.6 %
2024Q3278-1928,480,010-0.7 %
2024Q2297-3428,674,265+9.5 %
2024Q1331-2126,191,760-2.3 %
2023Q435226,812,204

Institutional managers

299 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.11,153,403546.4M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.3,251,128172.1M $as of Mar 31, 2026
STATE STREET CORP2,602,333127.6M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,903,97293.3M $as of Mar 31, 2026
CONGRESS ASSET MANAGEMENT CO1,644,28980.6M $as of Mar 31, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP1,546,10175.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,435,70670.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,218,49559.7M $as of Mar 31, 2026
LOOMIS SAYLES & CO L P840,19741.2M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC800,33039.2K $as of Mar 31, 2026
GILDER GAGNON HOWE & CO LLC779,09238.2M $as of Mar 31, 2026
PARADIGM CAPITAL MANAGEMENT INC/NY768,20037.6M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/750,11736.7M $as of Mar 31, 2026
MORGAN STANLEY712,21334.9M $as of Mar 31, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.696,85534.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC681,95433.4M $as of Mar 31, 2026
UBS Group AG645,24531.6M $as of Mar 31, 2026
NORTHERN TRUST CORP609,74229.9M $as of Mar 31, 2026
Harvey Partners, LLC572,50028M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.556,99527.3M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP551,15027M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC543,41826.6M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP534,51726.2M $as of Mar 31, 2026
Artisan Partners Limited Partnership529,87526M $as of Mar 31, 2026
Point72 Asset Management, L.P.513,81425.2M $as of Mar 31, 2026

Declared shareholders of Calix Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
BlackRock, Inc. 16.20 %10,323,597as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Calix Inc". https://titelia.com/en/stocks/calix-inc-US13100M5094