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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
61
shares
|
$3,580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
58
shares
|
$3,404
0.0% of portfolio
|
Q3 2025
Added 728.57%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
55
shares
|
$3,228
0.0% of portfolio
|
Q1 2025
Added 48.65%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
54
shares
|
$3,169
0.0% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
44
shares
|
$2,582
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
36
shares
|
$2,113
0.0% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
35
shares
|
$2,054
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
27
shares
|
$1,584
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
27
shares
|
$1,584
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
25
shares
|
$1,467
0.0% of portfolio
|
Q2 2025
Reduced 54.55%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
23
shares
|
$1,350
0.0% of portfolio
|
Q1 2025
Reduced 48.89%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
20
shares
|
$1,174
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
20
shares
|
$1,174
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
20
shares
|
$1,174
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
19
shares
|
$1,115
0.0% of portfolio
|
Q3 2025
Reduced 88.41%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
13
shares
|
$763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
10
shares
|
$587
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
9
shares
|
$528
0.0% of portfolio
|
Q2 2025
Reduced 68.97%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
7
shares
|
$410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
6
shares
|
$352
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
5
shares
|
$293
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
5
shares
|
$293
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
4
shares
|
$234
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
4
shares
|
$234
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
3
shares
|
$176
0.0% of portfolio
|
Q3 2025
New holding
|
|