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 Expanded Tech Sector ETF iShares Trust 31,6161.5M $0.02 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 31,1701.4M $0.00 %0.05 %as of Apr 30, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 30,9511.5M $0.43 %0.05 %as of Mar 31, 2026 ↗
Thompson LargeCap Fund Thompson IM Funds, Inc. 30,9251.6M $0.77 %0.05 %as of Feb 28, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 30,8841.3M $0.23 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 30,2481.5M $0.00 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 29,9511.3M $0.15 %0.05 %as of Apr 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 29,4501.5M $0.17 %0.05 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 28,5451.5M $0.17 %0.05 %as of Feb 28, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 28,4801.4M $0.39 %0.05 %as of Mar 31, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 28,4331.4M $0.88 %0.05 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 28,2641.2M $0.10 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 27,7181.4M $0.10 %0.04 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 26,5531.3M $0.04 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 26,1001.1M $0.08 %0.04 %as of Apr 30, 2026 ↗
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 25,4271.3M $1.51 %0.04 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 24,2411.3M $0.10 %0.04 %as of Feb 28, 2026 ↗
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 24,0251.2M $0.98 %0.04 %as of Mar 31, 2026 ↗
Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST 23,6261M $0.51 %0.04 %as of Apr 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 23,4071.1M $0.26 %0.04 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 23,2591M $0.16 %0.04 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 22,9761M $0.04 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 22,641986.2K $0.13 %0.04 %as of Apr 30, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 21,631942.2K $0.27 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 21,220924.3K $0.04 %0.03 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 21,1009.8M SEK0.04 %0.03 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 21,0991M $0.19 %0.03 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 21,0531M $0.30 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 20,9001M $0.04 %0.03 %as of Mar 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 20,782905.3K $0.13 %0.03 %as of Apr 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 20,6361M $0.19 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 20,020980.8K $0.05 %0.03 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 19,484848.7K $0.01 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 19,435952.1K $0.10 %0.03 %as of Mar 31, 2026 ↗
JNL/Mellon Information Technology Sector Fund JNL Series Trust 19,012931.4K $0.01 %0.03 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 18,932980.1K $0.06 %0.03 %as of Feb 28, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 18,890822.8K $0.00 %0.03 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 18,543807.7K $0.09 %0.03 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 17,948879.3K $0.09 %0.03 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 17,050835.3K $0.13 %0.03 %as of Mar 31, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 16,849825.4K $0.30 %0.03 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 16,783822.2K $0.19 %0.03 %as of Mar 31, 2026 ↗
MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 16,506808.6K $0.61 %0.03 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 16,454806.1K $0.46 %0.03 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 16,444805.6K $0.18 %0.03 %as of Mar 31, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 16,328845.3K $0.69 %0.03 %as of Feb 28, 2026 ↗
Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust 15,683683.2K $0.56 %0.02 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 15,504759.5K $0.10 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 15,105658K $0.01 %0.02 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 14,694719.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 14,684639.6K $0.07 %0.02 %as of Apr 30, 2026 ↗
Thompson MidCap Fund Thompson IM Funds, Inc. 13,915720.4K $1.23 %0.02 %as of Feb 28, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 13,472660K $0.15 %0.02 %as of Mar 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 13,363654.7K $0.06 %0.02 %as of Mar 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 13,200646.7K $0.14 %0.02 %as of Mar 31, 2026 ↗
Buffalo Early Stage Growth Fund Buffalo Funds 12,845629.3K $1.03 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 12,729659K $0.01 %0.02 %as of Feb 28, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 12,124594K $0.38 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 11,954585.6K $0.10 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 11,108544.2K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 10,902534.1K $0.10 %0.02 %as of Mar 31, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 10,821471.4K $0.38 %0.02 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 10,517515.2K $0.07 %0.02 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 10,218445.1K $0.28 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,745504.5K $0.04 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 9,708422.9K $0.03 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 9,672500.7K $0.22 %0.02 %as of Feb 28, 2026 ↗
DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II 9,644472.5K $1.03 %0.02 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 9,300481.5K $0.31 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,183449.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 9,132397.8K $0.10 %0.01 %as of Apr 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 9,105471.4K $0.18 %0.01 %as of Feb 28, 2026 ↗
YORKTOWN SMALL CAP FUND American Pension Investors Trust 9,000392K $1.09 %0.01 %as of Apr 30, 2026 ↗
Pacer Data and Digital Revolution ETF Pacer Funds Trust 8,784382.6K $0.06 %0.01 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 8,655424K $0.01 %0.01 %as of Mar 31, 2026 ↗
Penn Series SMID Cap Value Fund Penn Series Funds Inc 8,650423.8K $0.98 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 8,455414.2K $0.10 %0.01 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 8,419412.4K $0.05 %0.01 %as of Mar 31, 2026 ↗
Muirfield Fund Meeder Funds 8,278405.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 8,214425.2K $0.10 %0.01 %as of Feb 28, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 8,164400K $0.10 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 7,962390.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 7,867385.4K $0.32 %0.01 %as of Mar 31, 2026 ↗
JNL/AB Sustainable Global Thematic Fund JNL Series Trust 7,751379.7K $1.51 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 7,712399.3K $0.00 %0.01 %as of Feb 28, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 7,416363.3K $0.10 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,340359.6K $0.10 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 7,291357.2K $0.24 %0.01 %as of Mar 31, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 7,143349.9K $0.15 %0.01 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 7,126349.1K $0.21 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 7,098347.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 6,902338.1K $0.19 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 6,812296.7K $0.04 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 6,564321.6K $0.10 %0.01 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 6,542285K $0.06 %0.01 %as of Apr 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 6,530319.9K $0.32 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 6,504283.3K $0.08 %0.01 %as of Apr 30, 2026 ↗
iShares U.S. Tech Breakthrough Multisector ETF iShares Trust 6,318275.2K $0.06 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,211270.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 5,978292.9K $0.01 %0.01 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

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