Institutional Ownership Calix, Inc (CALX)
This table provides information about the institutional ownership of Calix, Inc (CALX). We have compiled data on the 296 institutions that hold shares in the stock, with a total of 54.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
59
shares
|
$3,446
0.0% of portfolio
|
Q1 2025
Reduced 99.32%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
56
shares
|
$3,271
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
55
shares
|
$3,213
0.0% of portfolio
|
Q1 2025
Added 48.65%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
51
shares
|
$2,979
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
44
shares
|
$2,570
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
43
shares
|
$2,512
0.0% of portfolio
|
Q2 2025
Added 207.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
42
shares
|
$2,453
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
36
shares
|
$2,103
0.0% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
35
shares
|
$2,044
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
27
shares
|
$1,577
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
27
shares
|
$1,577
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
25
shares
|
$1,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
25
shares
|
$1,460
0.0% of portfolio
|
Q2 2025
Reduced 54.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
23
shares
|
$1,343
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
23
shares
|
$1,343
0.0% of portfolio
|
Q1 2025
Reduced 48.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
21
shares
|
$1,226
0.0% of portfolio
|
Q4 2024
Reduced 54.35%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
20
shares
|
$1,168
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
17
shares
|
$993
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
15
shares
|
$876
0.0% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
13
shares
|
$759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
9
shares
|
$525
0.0% of portfolio
|
Q2 2025
Reduced 68.97%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
8
shares
|
$467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
7
shares
|
$408
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
7
shares
|
$408
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
6
shares
|
$350
0.0% of portfolio
|
Q2 2025
New holding
|