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 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 3.49 %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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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 are 2 beneficial ownership filings. 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
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