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Funds Holding Calix Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Calix Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of CALX →Funds holding
73
as of 2026-07-31
Reported value
$192.1M
summed across funds
Fund families
37
named trusts
Largest conviction
3.02%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| iShares Cybersecurity and Tech ETFiShares Trust855.7K sh$30.7M | 3.02% |
| Rockefeller U.S. Small-Mid Cap ETFTidal Trust III259.5K sh$9.3M | 1.22% |
| Harbor Small Cap Growth FundHARBOR FUNDS659.8K sh$23.7M | 0.89% |
| SA AB Small & Mid Cap Value PortfolioSUNAMERICA SERIES TRUST110.5K sh$4M | 0.81% |
| Invesco S&P Smallcap 600 Pure Growth ETFInvesco Exchange-Traded Fund Trust16.3K sh$584.1K | 0.42% |
| Federated Hermes MDT Small Cap Growth FundFederated Hermes MDT Series94.9K sh$3.4M | 0.41% |
| Harbor Human Capital Factor US Small Cap ETFHarbor ETF Trust17.5K sh$629.3K | 0.37% |
| SMALL-CAP GROWTH PROFUNDProFunds562 sh$20.2K | 0.24% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust33.4K sh$1.2M | 0.20% |
| AAM Transformers ETFETF Series Solutions13.8K sh$496.3K | 0.20% |
| First Eagle Small Cap Opportunity FundFirst Eagle Funds136.1K sh$4.9M | 0.17% |
| Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series104.7K sh$3.8M | 0.17% |
| Nuveen ESG Small-Cap ETFNuShares ETF Trust56.4K sh$2M | 0.16% |
| Eventide Small Cap ETFStrategy Shares1.3K sh$48.1K | 0.13% |
| First Trust Small Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund46.1K sh$1.7M | 0.13% |
| Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST23.1K sh$828.4K | 0.13% |
| U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC64.4K sh$2.3M | 0.12% |
| BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.27.4K sh$983.9K | 0.12% |
| SmallCap S&P 600 Index FundPrincipal Funds, Inc42.8K sh$1.5M | 0.11% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust2.4K sh$85.1K | 0.10% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust66.9K sh$2.4M | 0.09% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC189.3K sh$6.8M | 0.09% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust15.9K sh$570.5K | 0.08% |
| Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds60.5K sh$2.2M | 0.08% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust8.9K sh$318K | 0.07% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds78.3K sh$2.8M | 0.07% |
| iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust5.5K sh$199K | 0.07% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST144.1K sh$5.2M | 0.07% |
| Global X Russell 2000 ETFGLOBAL X FUNDS28.3K sh$1M | 0.07% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust647.3K sh$23.2M | 0.07% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST6.7K sh$240.6K | 0.07% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust18.2K sh$653.3K | 0.07% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc2.9K sh$103.5K | 0.05% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust206.8K sh$7.4M | 0.05% |
| ULTRA SMALL CAP PROFUNDProFunds763 sh$27.4K | 0.05% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC250.3K sh$9M | 0.05% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust1.1K sh$38.1K | 0.04% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST26.9K sh$966.6K | 0.04% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust188 sh$6.7K | 0.04% |
| iShares U.S. Tech Breakthrough Multisector ETFiShares Trust4.6K sh$163.7K | 0.04% |
| Fidelity MSCI Information Technology Index ETFFIDELITY COVINGTON TRUST193.2K sh$6.9M | 0.03% |
| iShares Morningstar Small-Cap ETFiShares Trust2.6K sh$92.9K | 0.03% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO17.4K sh$626.1K | 0.03% |
| Victory Extended Market Index FundVictory Portfolios III6.7K sh$239.5K | 0.03% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust21.4K sh$769.4K | 0.03% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND177.1K sh$6.4M | 0.03% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds10.4K sh$373.6K | 0.03% |
| First Trust Multi Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund4.2K sh$150K | 0.03% |
| Old Westbury Small & Mid Cap Strategies FundOld Westbury Funds Inc63.9K sh$2.3M | 0.02% |
| SMALL-CAP PROFUNDProFunds50 sh$1.8K | 0.02% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO5.1K sh$184.6K | 0.02% |
| Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III351 sh$12.6K | 0.01% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust125.9K sh$4.5M | 0.01% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC6.2K sh$223K | 0.01% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust5.7K sh$203.9K | 0.01% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC90.9K sh$3.3M | 0.01% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC19.5K sh$699.5K | 0.01% |
| Dimensional US Vector Equity ETFDimensional ETF Trust1.3K sh$45.1K | 0.01% |
| SmallCap Growth Fund IPrincipal Funds, Inc5.1K sh$184.8K | 0.01% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust5.8K sh$207.6K | 0.01% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC68.6K sh$2.5M | 0.01% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust3.4K sh$122.5K | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust150 sh$5.4K | 0.00% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust14.3K sh$514.1K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds58.4K sh$2.1M | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III330 sh$11.8K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust18.9K sh$678.2K | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds4K sh$143.7K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST35.4K sh$1.3M | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust31.4K sh$1.1M | 0.00% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS45K sh$1.6M | 0.00% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust1.4K sh$49K | 0.00% |
| Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I-23.2K sh-$832.1K | -0.25% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on CALX
Company overviewEverything on CALX in one place, with the price.SEC filingsWhat CALX's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat CALX's own officers and directors buy and sell.Who owns itEvery manager reporting a position in CALX.PatentsWhat CALX is filing at the patent office.