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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 308 | 15.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 302 | 14.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 298 | 14.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 284 | 13.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 274 | 13.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 236 | 10.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 202 | 9.9K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 183 | 8K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 177 | 7.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 171 | 7.4K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 152 | 7.4K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Spectrum Fund Meeder Funds | 152 | 7.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 150 | 7.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 150 | 6.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 138 | 6.8K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 114 | 5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 110 | 4.8K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 102 | 4.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 97 | 4.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 97 | 4.8K $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 85 | 4.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 81 | 4K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 80 | 3.9K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 62 | 3.2K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 37 | 1.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 20 | 1K $ | 0.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 19 | 983.6 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 16 | 783.8 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 16 | 697 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 1 | 51.8 $ | 0.00 % | as of Feb 28, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 328 | -5 | 29,107,007 | -1.8 % |
| 2026Q1 | 333 | +2 | 29,637,057 | +3.7 % |
| 2025Q4 | 331 | +30 | 28,591,475 | +4.0 % |
| 2025Q3 | 301 | +18 | 27,499,258 | -0.3 % |
| 2025Q2 | 283 | +7 | 27,572,365 | +1.3 % |
| 2025Q1 | 276 | -12 | 27,230,501 | -5.9 % |
| 2024Q4 | 288 | +10 | 28,928,479 | +1.6 % |
| 2024Q3 | 278 | -19 | 28,480,010 | -0.7 % |
| 2024Q2 | 297 | -34 | 28,674,265 | +9.5 % |
| 2024Q1 | 331 | -21 | 26,191,760 | -2.3 % |
| 2023Q4 | 352 | 26,812,204 |
Institutional managers
299 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 11,153,403 | 546.4M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 3,251,128 | 172.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,602,333 | 127.6M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 1,903,972 | 93.3M $ | as of Mar 31, 2026 |
| CONGRESS ASSET MANAGEMENT CO | 1,644,289 | 80.6M $ | as of Mar 31, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1,546,101 | 75.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,435,706 | 70.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,218,495 | 59.7M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 840,197 | 41.2M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 800,330 | 39.2K $ | as of Mar 31, 2026 |
| GILDER GAGNON HOWE & CO LLC | 779,092 | 38.2M $ | as of Mar 31, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 768,200 | 37.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 750,117 | 36.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 712,213 | 34.9M $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 696,855 | 34.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 681,954 | 33.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 645,245 | 31.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 609,742 | 29.9M $ | as of Mar 31, 2026 |
| Harvey Partners, LLC | 572,500 | 28M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 556,995 | 27.3M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 551,150 | 27M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 543,418 | 26.6M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 534,517 | 26.2M $ | as of Mar 31, 2026 |
| Artisan Partners Limited Partnership | 529,875 | 26M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 513,814 | 25.2M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 8.64 % | 5,586,179 | as of Mar 31, 2026 · SCHEDULE 13G |
| AllianceBernstein L.P. | 5.00 % | 3,251,128 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Calix Inc". https://titelia.com/en/stocks/calix-inc-US13100M5094