Filing Research | CALX - CALIX INC Institutional Holdings

Snapshot holdings

46 / 46 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	93.7KSH	$3.5M
2	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	91.9KSH	$3.4M
3	MARATHON CAPITAL MANAGEMENT	Shares	83.6KSH	$3.1M
4	Louisiana State Employees Retirement System	Shares	25.4KSH	$947.9K
5	JACKSON SQUARE CAPITAL, LLC	Shares	25.0KSH	$933.0K
6	Robeco Institutional Asset Management B.V.	Shares	22.8KSH	$852.0K
7	Mirae Asset Global Investments Co., Ltd.	Shares	22.6KSH	$844.5K
8	Assenagon Asset Management S.A.	Shares	20.1KSH	$749.6K
9	Police & Firemen's Retirement System of New Jersey	Shares	17.5KSH	$654.0K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	15.6KSH	$583.7K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	13.8KSH	$513.7K
12	Diversified Trust Co	Shares	11.8KSH	$440.4K
13	CONGRESS ASSET MANAGEMENT CO	Shares	8.9KSH	$332.1K
14	Linden Thomas Advisory Services, LLC	Shares	6.3KSH	$236.0K
15	LVW Advisors, LLC	Shares	5.7KSH	$212.3K
16	SIGNATUREFD, LLC	Shares	1.2KSH	$45.0K
17	GAMMA Investing LLC	Shares	897SH	$33.5K
18	HARBOR INVESTMENT ADVISORY, LLC	Shares	840SH	$31.3K
19	Tower View Wealth Management LLC	Shares	400SH	$14.9K
20	EverSource Wealth Advisors, LLC	Shares	185SH	$6.9K
21	IFP Advisors, Inc	Shares	168SH	$6.3K
22	Crewe Advisors LLC	Shares	149SH	$5.6K
23	Farther Finance Advisors, LLC	Shares	130SH	$4.8K
24	Versant Capital Management, Inc	Shares	112SH	$4.2K
25	MassMutual Private Wealth & Trust, FSB	Shares	62SH	$2.3K
26	SBI Securities Co., Ltd.	Shares	49SH	$1.8K
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	47.6KSH	$1.8K
28	FARMERS & MERCHANTS INVESTMENTS INC	Shares	27SH	$1.0K
29	Main Street Group, LTD	Shares	27SH	$1.0K
30	PARK AVENUE SECURITIES LLC	Shares	27.0KSH	$1.0K
31	Handelsbanken Fonder AB	Shares	22.9KSH	$855
32	State of Alaska, Department of Revenue	Shares	22.3KSH	$830
33	Fortitude Family Office, LLC	Shares	22SH	$821
34	JFS WEALTH ADVISORS, LLC	Shares	20SH	$747
35	HIGHLINE WEALTH PARTNERS LLC	Shares	18SH	$672
36	AMALGAMATED BANK	Shares	15.6KSH	$583
37	Physician Wealth Advisors, Inc.	Shares	14SH	$523
38	SJS Investment Consulting Inc.	Shares	9SH	$336
39	GILPIN WEALTH MANAGEMENT, LLC	Shares	6SH	$224
40	Trust Co	Shares	6SH	$224
41	Owl Creek Wealth Partners LLC	Shares	5SH	$187
42	Creative Capital Management Investments LLC	Shares	4SH	$149
43	Davis Capital Management	Shares	3SH	$112
44	True Wealth Design, LLC	Shares	2SH	$75
45	Hughes Financial Services, LLC	Shares	1SH	$37
46	LRI Investments, LLC	Shares	1SH	$37

Manager changes2026-06-30 vs 2026-03-31

50 / 55 loaded

#		Instrument
1	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+47.1K	+$1.2M	$3.4M
2	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+840	+$31.3K	$31.3K
3	PARK AVENUE SECURITIES LLC new	Shares	+27.0K	+$1.0K	$1.0K
4	SBI Securities Co., Ltd. added	Shares	+32	+$996	$1.8K
5	JFS WEALTH ADVISORS, LLC added	Shares	+18	+$649	$747
6	Creative Capital Management Investments LLC new	Shares	+4	+$149	$149
7	Davis Capital Management new	Shares	+3	+$112	$112
8	LRI Investments, LLC new	Shares	+1	+$37	$37
9	SJS Investment Consulting Inc. added	Shares	+2	-$7	$336
10	Hughes Financial Services, LLC unchanged	Shares	0	-$12	$37
11	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$58	$187
12	Trust Co unchanged	Shares	0	-$70	$224
13	Versant Capital Management, Inc added	Shares	+25	-$82	$4.2K
14	Handelsbanken Fonder AB added	Shares	+1.8K	-$179	$855
15	Abound Wealth Management exited	Shares	-4	-$196	$0
16	True Wealth Design, LLC trimmed	Shares	-4	-$219	$75
17	Vermillion Wealth Management, Inc. exited	Shares	-5	-$245	$0
18	AMALGAMATED BANK trimmed	Shares	-1.7K	-$268	$583
19	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$315	$1.0K
20	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-5	-$315	$224
21	Main Street Group, LTD unchanged	Shares	0	-$315	$1.0K
22	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$723	$2.3K
23	State of Alaska, Department of Revenue trimmed	Shares	-10.7K	-$781	$830
24	Fortitude Family Office, LLC trimmed	Shares	-12	-$845	$821
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-11.8K	-$1.1K	$1.8K
26	Physician Wealth Advisors, Inc. trimmed	Shares	-21	-$1.2K	$523
27	Raleigh Capital Management Inc. exited	Shares	-38	-$1.9K	$0
28	IFP Advisors, Inc unchanged	Shares	0	-$2.0K	$6.3K
29	HIGHLINE WEALTH PARTNERS LLC trimmed	Shares	-37	-$2.0K	$672
30	EverSource Wealth Advisors, LLC trimmed	Shares	-3	-$2.3K	$6.9K
31	Rachor Investment Advisory Services, LLC exited	Shares	-66	-$3.2K	$0
32	Sound Income Strategies, LLC exited	Shares	-75	-$3.5K	$0
33	Tower View Wealth Management LLC unchanged	Shares	0	-$4.7K	$14.9K
34	SIGNATUREFD, LLC trimmed	Shares	-20	-$15.1K	$45.0K
35	Farther Finance Advisors, LLC trimmed	Shares	-304	-$15.5K	$4.8K
36	Crewe Advisors LLC trimmed	Shares	-306	-$16.7K	$5.6K
37	Robeco Institutional Asset Management B.V. added	Shares	+4.6K	-$39.2K	$852.0K
38	Y-Intercept (Hong Kong) Ltd added	Shares	+21.4K	-$45.0K	$3.5M
39	GAMMA Investing LLC trimmed	Shares	-754	-$47.4K	$33.5K
40	Linden Thomas Advisory Services, LLC trimmed	Shares	-59	-$76.7K	$236.0K
41	Diversified Trust Co added	Shares	+744	-$101.3K	$440.4K
42	Police & Firemen's Retirement System of New Jersey added	Shares	+1.2K	-$144.5K	$654.0K
43	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-422	-$203.2K	$583.7K
44	Crossmark Global Holdings, Inc. exited	Shares	-4.3K	-$212.0K	$0
45	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.2K	-$217.0K	$513.7K
46	LVW Advisors, LLC trimmed	Shares	-3.1K	-$218.6K	$212.3K
47	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	-$264.1K	$844.5K
48	JACKSON SQUARE CAPITAL, LLC unchanged	Shares	0	-$291.8K	$933.0K
49	Louisiana State Employees Retirement System trimmed	Shares	-1.3K	-$360.1K	$947.9K
50	Yorktown Management & Research Co Inc exited	Shares	-9.0K	-$440.9K	$0

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