CALIX, INC (CALX) — Institutional Holders, Q2 2026 (page 3)
288 institutional investment managers reported a CALX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 288. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CALX 13F holders ranked 201–288 of 288
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | NISA INVESTMENT ADVISORS#201 · 4,362 sh | 4,362 | $162.8K | — | +2.1% |
| 202 | ROYAL BANK OF CANADA#202 · 4,250 sh | 4,250 | $159.0K | 0.00% | +43.1% |
| 203 | Freestone Grove Partners#203 · 4,210 sh | 4,210 | $157.1K | <0.01% | +17.1% |
| 204 | JONES FINANCIAL COMPANIES LLLP#204 · 4,415 sh | 4,415 | $157.0K | <0.01% | +3.3% |
| 205 | Integrated Wealth Concepts#205 · 3,378 sh | 3,378 | $126.1K | <0.01% | New |
| 206 | Ensign Peak Advisors#206 · 3,363 sh | 3,363 | $125.5K | <0.01% | -26.3% |
| 207 | Nykredit A/S#207 · 2,814 sh | 2,814 | $105.0K | <0.01% | — |
| 208 | KBC Group NV#208 · 2,090 sh | 2,090 | $78.0K | — | 0.0% |
| 209 | Tower Research Capital (TRC)#209 · 2,000 sh | 2,000 | $74.6K | <0.01% | -61.8% |
| 210 | ASSETMARK#210 · 1,720 sh | 1,720 | $64.2K | — | -32.8% |
| 211 | OV Management#211 · 1,652 sh | 1,652 | $61.7K | 0.12% | -0.7% |
| 212 | SIGNATUREFD#212 · 1,206 sh | 1,206 | $45.0K | — | -1.6% |
| 213 | BNP Paribas Asset Management Holding S.A.#213 · 1,020 sh | 1,020 | $38.1K | 0.00% | -20.7% |
| 214 | US BANCORP \DE\#214 · 1,018 sh | 1,018 | $38.0K | 0.00% | +85.1% |
| 215 | Smartleaf Asset Management#215 · 954 sh | 954 | $34.4K | <0.01% | 0.0% |
| 216 | GAMMA Investing#216 · 897 sh | 897 | $33.5K | — | -45.7% |
| 217 | HARBOR INVESTMENT ADVISORY#217 · 840 sh | 840 | $31.3K | — | New |
| 218 | Covestor Ltd#218 · 780 sh | 780 | $29.0K | 0.02% | +10.2% |
| 219 | Caitong International Asset Management , Ltd#219 · 711 sh | 711 | $26.5K | <0.01% | +2991.3% |
| 220 | Advisors Asset Management#220 · 661 sh | 661 | $24.7K | <0.01% | New |
| 221 | Optiver Holding B.V.#221 · 544 sh | 544 | $20.3K | 0.00% | New |
| 222 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#222 · 525 sh | 525 | $19.6K | <0.01% | +17.2% |
| 223 | SouthState Bank#223 · 500 sh | 500 | $18.7K | <0.01% | 0.0% |
| 224 | Kemnay Advisory Services#224 · 408 sh | 408 | $15.2K | <0.01% | +25.9% |
| 225 | Tower View Wealth Management#225 · 400 sh | 400 | $14.9K | — | 0.0% |
| 226 | Allworth Financial#226 · 359 sh | 359 | $13.4K | <0.01% | +28.2% |
| 227 | Clearstead Advisors#227 · 347 sh | 347 | $13.0K | <0.01% | +89.6% |
| 228 | Bayforest Capital Ltd#228 · 289 sh | 289 | $10.8K | 0.01% | New |
| 229 | MATHER GROUP#229 · 287 sh | 287 | $10.7K | — | 0.0% |
| 230 | WHITTIER#230 · 251 sh | 251 | $9.7K | <0.01% | 0.0% |
| 231 | Pinnacle Wealth Planning Services#231 · 248 sh | 248 | $9.3K | <0.01% | -84.7% |
| 232 | SRS Capital Advisors#232 · 226 sh | 226 | $8.4K | <0.01% | New |
| 233 | Sterling Capital Management#233 · 208 sh | 208 | $7.8K | — | -46.8% |
| 234 | Hillsdale Investment Management#234 · 200 sh | 200 | $7.5K | <0.01% | -99.8% |
| 235 | EverSource Wealth Advisors#235 · 185 sh | 185 | $6.9K | <0.01% | -99.7% |
| 236 | IFP Advisors#236 · 168 sh | 168 | $6.3K | — | 0.0% |
| 237 | Crewe Advisors#237 · 149 sh | 149 | $5.6K | <0.01% | -67.3% |
| 238 | Fulcrum Asset Management LLP#238 · 144 sh | 144 | $5.2K | <0.01% | New |
| 239 | Farther Finance Advisors#239 · 130 sh | 130 | $4.8K | — | -70.0% |
| 240 | Bare Financial Services#240 · 118 sh | 118 | $4.4K | <0.01% | +15.7% |
| 241 | Versant Capital Management#241 · 112 sh | 112 | $4.2K | — | +28.7% |
| 242 | ROTHSCHILD INVESTMENT#242 · 102 sh | 102 | $3.8K | <0.01% | +20.0% |
| 243 | GROUP ONE TRADING, L.P.#243 · 102 sh | 102 | $3.8K | 0.00% | -88.8% |
| 244 | Private Wealth Management Group#244 · 89 sh | 89 | $3.3K | — | -27.0% |
| 245 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#245 · 88 sh | 88 | $3.3K | 0.00% | -71.2% |
| 246 | Salomon & Ludwin#246 · 73 sh | 73 | $2.7K | <0.01% | -89.2% |
| 247 | Parallel Advisors#247 · 69 sh | 69 | $2.6K | 0.00% | +9.5% |
| 248 | UMB Bank, n.a.#248 · 64 sh | 64 | $2.4K | 0.00% | -77.5% |
| 249 | MassMutual Private Wealth & , FSB#249 · 62 sh | 62 | $2.3K | — | 0.0% |
| 250 | Essential Partners#250 · 60 sh | 60 | $2.2K | — | +5900.0% |
| 251 | Steward Partners Investment Advisory#251 · 58 sh | 58 | $2.2K | 0.00% | -96.9% |
| 252 | HANTZ FINANCIAL SERVICES#252 · 56 sh | 56 | $2.0K | 0.00% | -90.2% |
| 253 | Quarry#253 · 51 sh | 51 | $1.9K | <0.01% | +96.2% |
| 254 | SBI Securities , Ltd.#254 · 49 sh | 49 | $1.8K | — | +188.2% |
| 255 | Keating Financial Advisory Services#255 · 48 sh | 48 | $1.8K | <0.01% | -9.4% |
| 256 | CENTRAL#256 · 29 sh | 29 | $1.1K | 0.00% | -45.3% |
| 257 | Parkside Financial Bank#257 · 28 sh | 28 | $1.0K | 0.00% | -3.4% |
| 258 | FARMERS & MERCHANTS INVESTMENTS#258 · 27 sh | 27 | $1.0K | — | 0.0% |
| 259 | Main Street Group, LTD#259 · 27 sh | 27 | $1.0K | <0.01% | 0.0% |
| 260 | Rossby Financial, LCC#260 · 23 sh | 23 | $858.00 | <0.01% | -17.9% |
| 261 | CREATIVE FINANCIAL DESIGNS#261 · 23 sh | 23 | $858.00 | 0.00% | 0.0% |
| 262 | Fortitude Family Office#262 · 22 sh | 22 | $821.00 | — | -35.3% |
| 263 | JFS WEALTH ADVISORS#263 · 20 sh | 20 | $747.00 | 0.00% | +900.0% |
| 264 | HIGHLINE WEALTH PARTNERS#264 · 18 sh | 18 | $672.00 | — | -67.3% |
| 265 | Godfrey Financial Associates#265 · 18 sh | 18 | $672.00 | <0.01% | 0.0% |
| 266 | Manchester Capital Management#266 · 15 sh | 15 | $560.00 | — | 0.0% |
| 267 | Physician Wealth Advisors#267 · 14 sh | 14 | $523.00 | — | -60.0% |
| 268 | Plante Moran Financial Advisors#268 · 13 sh | 13 | $485.00 | 0.00% | New |
| 269 | Ankerstar Wealth#269 · 11 sh | 11 | $411.00 | <0.01% | +22.2% |
| 270 | SJS Investment Consulting#270 · 9 sh | 9 | $336.00 | — | +28.6% |
| 271 | ACTION POINT FINANCIAL PLANNING#271 · 10 sh | 10 | $336.00 | 0.00% | New |
| 272 | Trust Co#272 · 6 sh | 6 | $224.00 | — | 0.0% |
| 273 | GILPIN WEALTH MANAGEMENT#273 · 6 sh | 6 | $224.00 | — | -45.5% |
| 274 | Owl Creek Wealth Partners#274 · 5 sh | 5 | $187.00 | — | 0.0% |
| 275 | Larson Financial Group#275 · 4 sh | 4 | $149.00 | 0.00% | 0.0% |
| 276 | Creative Capital Management Investments#276 · 4 sh | 4 | $149.00 | 0.00% | New |
| 277 | Davis Capital Management#277 · 3 sh | 3 | $112.00 | — | New |
| 278 | Strengthening Families & Communities#278 · 3 sh | 3 | $112.00 | — | New |
| 279 | True Wealth Design#279 · 2 sh | 2 | $75.00 | — | -66.7% |
| 280 | Rialto Wealth Management#280 · 1 sh | 1 | $38.00 | 0.00% | 0.0% |
| 281 | HFM Investment Advisors#281 · 1 sh | 1 | $38.00 | 0.00% | New |
| 282 | CVA Family Office#282 · 1 sh | 1 | $37.00 | 0.00% | -83.3% |
| 283 | LRI Investments#283 · 1 sh | 1 | $37.00 | 0.00% | New |
| 284 | Hughes Financial Services#284 · 1 sh | 1 | $37.00 | 0.00% | 0.0% |
| 285 | HUNTINGTON NATIONAL BANK#285 · 1 sh | 1 | $37.00 | 0.00% | 0.0% |
| 286 | Evolution Advisers#286 · 6 sh | 6 | $0.00 | 0.00% | New |
| 287 | Navigoe#287 · 1 sh | 1 | $0.00 | 0.00% | New |
| 288 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#288 · 74,297 sh | 74,297 | — | — | -2.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.