Institutional Ownership Calix, Inc (CALX)
This table provides information about the institutional ownership of Calix, Inc (CALX). We have compiled data on the 348 institutions that hold shares in the stock, with a total of 56.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
275
shares
|
$16,142
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
213
shares
|
$12,503
0.0% of portfolio
|
Q3 2025
Added 27.54%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
208
shares
|
$12,209
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
207
shares
|
$12,150
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
194
shares
|
$11,387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
164
shares
|
$9,626
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
154
shares
|
$9,039
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
152
shares
|
$8,922
0.0% of portfolio
|
Q3 2025
Reduced 41.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
150
shares
|
$8,805
0.0% of portfolio
|
Q3 2025
Added 257.14%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
150
shares
|
$8,805
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
147
shares
|
$8,628
0.0% of portfolio
|
Q3 2025
Added 241.86%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
143
shares
|
$8,394
0.0% of portfolio
|
Q2 2025
Reduced 54.46%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
134
shares
|
$7,865
0.0% of portfolio
|
Q2 2025
Added 76.32%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
131
shares
|
$7,689
0.0% of portfolio
|
Q3 2025
Added 107.94%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
122
shares
|
$7,161
0.0% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
109
shares
|
$6,398
0.0% of portfolio
|
Q4 2017
Added 43.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
96
shares
|
$5,635
0.0% of portfolio
|
Q2 2024
Added 47.69%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
90
shares
|
$5,283
0.0% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
88
shares
|
$5,165
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
88
shares
|
$5,165
0.0% of portfolio
|
Q4 2024
Reduced 79.25%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
87
shares
|
$5,106
0.0% of portfolio
|
Q4 2024
Reduced 23.01%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
85
shares
|
$4,989
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
80
shares
|
$4,696
0.0% of portfolio
|
Q3 2025
Added 196.3%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
63
shares
|
$3,698
0.0% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
62
shares
|
$3,639
0.0% of portfolio
|
Q2 2025
Reduced 53.03%
|
|