Titelia

Fund shareholders of Calix Inc

ISIN US13100M5094 · United States · LEI 5299002RQRZ4SXSCSJ58

Fund shareholders
330
Of which ETFs
81 249 other funds
Value held
1.4B $ 10.8M SEK
Share of capital
46.3 % of 63M shares on Jul 13, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 3,620,938177.4M $0.19 %5.75 %as of Mar 31, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,903,00193.2M $0.00 %3.02 %as of Mar 31, 2026
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 1,542,82679.9M $0.06 %2.45 %as of Feb 28, 2026
iShares Russell 2000 ETF iShares Trust 1,477,30072.4M $0.10 %2.35 %as of Mar 31, 2026
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,361,60266.7M $0.04 %2.16 %as of Mar 31, 2026
Congress Small Cap Growth Fund Professionally Managed Portfolios 895,00039M $2.02 %1.42 %as of Apr 30, 2026
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 760,88637.3M $0.10 %1.21 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 674,08933M $0.04 %1.07 %as of Mar 31, 2026
Harbor Small Cap Growth Fund HARBOR FUNDS 623,61927.2M $1.05 %0.99 %as of Apr 30, 2026
Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS 623,48632.3M $0.26 %0.99 %as of Feb 28, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 596,29226M $0.08 %0.95 %as of Apr 30, 2026
iShares Cybersecurity and Tech ETF iShares Trust 595,52425.9M $3.49 %0.95 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 545,66526.7M $0.19 %0.87 %as of Mar 31, 2026
iShares S&P Small-Cap 600 Growth ETF iShares Trust 520,34825.5M $0.39 %0.83 %as of Mar 31, 2026
iShares Russell 2000 Growth ETF iShares Trust 490,94024.1M $0.20 %0.78 %as of Mar 31, 2026
Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II 470,35323M $1.20 %0.75 %as of Mar 31, 2026
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 467,35822.9M $0.23 %0.74 %as of Mar 31, 2026
AB Discovery Value Fund AB TRUST 419,48121.7M $0.88 %0.67 %as of Feb 28, 2026
Nomura Small Cap Core Fund Delaware Group Equity Funds V 406,11621M $0.37 %0.64 %as of Feb 27, 2026
AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. 382,11016.6M $1.24 %0.61 %as of Apr 30, 2026
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 375,58118.4M $0.19 %0.60 %as of Mar 31, 2026
Artisan International Small-Mid Fund Artisan Partners Funds Inc. 330,25216.2M $0.60 %0.52 %as of Mar 31, 2026
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 318,20915.6M $0.39 %0.51 %as of Mar 31, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 315,00616.3M $0.04 %0.50 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 298,79515.5M $0.10 %0.47 %as of Feb 28, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 297,72115.4M $0.34 %0.47 %as of Feb 27, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 292,20415.1M $0.07 %0.46 %as of Feb 28, 2026
State Street(R) SPDR(R) S&P(R) Telecom ETF SPDR SERIES TRUST 273,73913.4M $3.21 %0.43 %as of Mar 31, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 246,28410.7M $0.06 %0.39 %as of Apr 30, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 232,53912M $0.01 %0.37 %as of Feb 28, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 210,3079.2M $0.07 %0.33 %as of Apr 30, 2026
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 207,1369M $0.04 %0.33 %as of Apr 30, 2026
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 207,07510.7M $0.20 %0.33 %as of Feb 28, 2026
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 188,0668.2M $0.05 %0.30 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 187,5528.2M $0.11 %0.30 %as of Apr 30, 2026
Defiance Connective Technologies ETF ETF Series Solutions 175,3298.6M $1.21 %0.28 %as of Mar 31, 2026
THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC 150,0846.5M $0.98 %0.24 %as of Apr 30, 2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 142,3927M $0.28 %0.23 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 138,6246M $0.32 %0.22 %as of Apr 30, 2026
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 137,4516.7M $0.98 %0.22 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 132,0995.8M $0.08 %0.21 %as of Apr 30, 2026
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 126,4606.2M $0.20 %0.20 %as of Mar 31, 2026
DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST 125,0006.1M $0.58 %0.20 %as of Mar 31, 2026
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 120,4065.2M $0.20 %0.19 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 113,5415.9M $0.00 %0.18 %as of Feb 28, 2026
Invesco S&P SmallCap Information Technology ETF Invesco Exchange-Traded Fund Trust II 104,8675.4M $1.49 %0.17 %as of Feb 28, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 103,9334.5M $0.01 %0.17 %as of Apr 30, 2026
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 100,2934.9M $0.28 %0.16 %as of Mar 31, 2026
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 100,0014.4M $0.89 %0.16 %as of Apr 30, 2026
Master Small Cap Index Series Quantitative Master Series LLC 98,5454.8M $0.10 %0.16 %as of Mar 31, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 97,6704.8M $0.00 %0.16 %as of Mar 31, 2026
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 96,1364.7M $0.11 %0.15 %as of Mar 31, 2026
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 96,0615M $0.05 %0.15 %as of Feb 28, 2026
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 95,9995M $0.19 %0.15 %as of Feb 28, 2026
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 95,8954.7M $1.21 %0.15 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 93,7224.1M $0.01 %0.15 %as of Apr 30, 2026
JNL Small Cap Index Fund JNL Series Trust 93,4294.6M $0.19 %0.15 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 90,5194.4M $0.05 %0.14 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 89,3634.6M $0.00 %0.14 %as of Feb 28, 2026
Counterpoint Quantitative Equity ETF NORTHERN LIGHTS FUND TRUST III 85,4564.2M $2.00 %0.14 %as of Mar 31, 2026
iShares U.S. Digital Infrastructure and Real Estate ETF iShares Trust 81,1454M $2.39 %0.13 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 77,0313.4M $0.45 %0.12 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 76,9503.8M $0.00 %0.12 %as of Mar 31, 2026
Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II 75,8623.7M $1.18 %0.12 %as of Mar 31, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 71,6013.1M $0.08 %0.11 %as of Apr 30, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 71,5623.7M $0.51 %0.11 %as of Feb 28, 2026
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 70,1603.1M $0.29 %0.11 %as of Apr 30, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 68,6253M $0.01 %0.11 %as of Apr 30, 2026
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 67,3183.5M $0.39 %0.11 %as of Feb 28, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 65,8042.9M $0.10 %0.10 %as of Apr 30, 2026
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 63,8862.8M $0.03 %0.10 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 62,9283.1M $0.09 %0.10 %as of Mar 31, 2026
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 62,1912.7M $0.14 %0.10 %as of Apr 30, 2026
Small Cap Stock Trust John Hancock Variable Insurance Trust 61,6303M $1.22 %0.10 %as of Mar 31, 2026
Nuveen ESG Small-Cap ETF NuShares ETF Trust 61,5442.7M $0.21 %0.10 %as of Apr 30, 2026
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 60,6973M $1.17 %0.10 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 58,3842.5M $0.00 %0.09 %as of Apr 30, 2026
AB Small Cap Value Portfolio AB CAP FUND, INC. 58,0853M $0.52 %0.09 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 55,2882.9M $0.20 %0.09 %as of Feb 28, 2026
Rockefeller US Small Cap Core Fund Trust for Professional Managers 51,6562.7M $2.74 %0.08 %as of Feb 28, 2026
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 51,3002.5M $0.19 %0.08 %as of Mar 31, 2026
SmallCap S&P 600 Index Fund Principal Funds, Inc 47,4062.1M $0.15 %0.08 %as of Apr 30, 2026
Small Cap Core Portfolio Bernstein Fund Inc 46,1472.3M $0.32 %0.07 %as of Mar 31, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 45,8532.2M $0.20 %0.07 %as of Mar 31, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 45,0182M $0.00 %0.07 %as of Apr 30, 2026
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 44,1542.2M $0.20 %0.07 %as of Mar 31, 2026
AB Sustainable Global Thematic Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 44,0602.2M $1.51 %0.07 %as of Mar 31, 2026
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 42,5802.1M $0.15 %0.07 %as of Mar 31, 2026
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 41,1811.8M $0.09 %0.07 %as of Apr 30, 2026
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 40,8672M $0.26 %0.06 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 40,4312M $0.10 %0.06 %as of Mar 31, 2026
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 40,2572M $0.19 %0.06 %as of Mar 31, 2026
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 39,4431.9M $0.34 %0.06 %as of Mar 31, 2026
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 38,7921.9M $0.28 %0.06 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 35,3541.5M $0.00 %0.06 %as of Apr 30, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 33,9561.8M $0.00 %0.05 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 33,1401.6M $0.10 %0.05 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 33,1261.6M $0.00 %0.05 %as of Mar 31, 2026
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 32,6721.7M $0.00 %0.05 %as of Feb 28, 2026
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 32,3811.7M $0.07 %0.05 %as of Feb 28, 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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
iShares Cybersecurity and Tech ETF iShares Trust 3.49 %as of Apr 30, 2026
State Street(R) SPDR(R) S&P(R) Telecom ETF SPDR SERIES TRUST 3.21 %as of Mar 31, 2026
Rockefeller US Small Cap Core Fund Trust for Professional Managers 2.74 %as of Feb 28, 2026
iShares U.S. Digital Infrastructure and Real Estate ETF iShares Trust 2.39 %as of Mar 31, 2026
Congress Small Cap Growth Fund Professionally Managed Portfolios 2.02 %as of Apr 30, 2026
Counterpoint Quantitative Equity ETF NORTHERN LIGHTS FUND TRUST III 2.00 %as of Mar 31, 2026
JNL/AB Sustainable Global Thematic Fund JNL Series Trust 1.51 %as of Mar 31, 2026
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 1.51 %as of Feb 28, 2026
AB Sustainable Global Thematic Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 1.51 %as of Mar 31, 2026
Invesco S&P SmallCap Information Technology ETF Invesco Exchange-Traded Fund Trust II 1.49 %as of Feb 28, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
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 25 largest follow.

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

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 8.64 %5,586,179as of Mar 31, 2026 · SCHEDULE 13G
AllianceBernstein L.P. 5.00 %3,251,128as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Calix Inc". https://titelia.com/en/stocks/calix-inc-US13100M5094