As of the latest SEC filings, CALIX, INC (CALX) is held by 327 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $177,389,752.62 in market value, representing 0.19% of its portfolio.
Funds holding CALIX, INC (CALX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CALX
- CIK:
- 0001406666
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.19% | $177,389,752.62 | 3,620,938 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $93,228,018.99 | 1,903,001 | Mar 31, 2026 | May 28, 2026 |
|
VITAX
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
ETF | Vanguard | 0.06% | $79,872,102.02 | 1,542,826 | Feb 28, 2026 | Apr 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.10% | $72,372,927.00 | 1,477,300 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.04% | $66,704,881.98 | 1,361,602 | Mar 31, 2026 | May 28, 2026 |
|
CSMVX
Congress Small Cap Growth Fund
|
MF | Independent / Boutique | 2.02% | $38,986,200.00 | 895,000 | Apr 30, 2026 | Jun 29, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.10% | $37,275,805.14 | 760,886 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $33,023,620.11 | 674,089 | Mar 31, 2026 | May 28, 2026 |
|
PAVE
Global X U.S. Infrastructure Development ETF
|
ETF | Independent / Boutique | 0.26% | $32,277,870.22 | 623,486 | Feb 28, 2026 | Apr 29, 2026 |
|
HISGX
Harbor Small Cap Growth Fund
|
MF | Independent / Boutique | 1.05% | $27,164,843.64 | 623,619 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.19% | $26,732,128.35 | 545,665 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.08% | $25,974,479.52 | 596,292 | Apr 30, 2026 | Jun 26, 2026 |
|
IHAK
iShares Cybersecurity and Tech ETF
|
ETF | BlackRock / iShares | 3.49% | $25,941,025.44 | 595,524 | Apr 30, 2026 | Jun 25, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.39% | $25,491,848.52 | 520,348 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.20% | $24,051,150.60 | 490,940 | Mar 31, 2026 | May 28, 2026 |
|
LSSNX
Loomis Sayles Small Cap Growth Fund
|
MF | Independent / Boutique | 1.20% | $23,042,593.47 | 470,353 | Mar 31, 2026 | May 29, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.23% | $22,895,868.42 | 467,358 | Mar 31, 2026 | May 28, 2026 |
|
ABCSX
AB Discovery Value Fund
|
MF | Independent / Boutique | 0.88% | $21,716,531.37 | 419,481 | Feb 28, 2026 | Apr 24, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.37% | $21,024,625.32 | 406,116 | Feb 27, 2026 | Apr 23, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.19% | $18,399,713.19 | 375,581 | Mar 31, 2026 | May 28, 2026 |
|
ALTFX
AB SUSTAINABLE GLOBAL THEMATIC FUND, INC.
|
MF | Independent / Boutique | 1.23% | $16,644,711.60 | 382,110 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.04% | $16,307,860.62 | 315,006 | Feb 28, 2026 | Apr 24, 2026 |
|
APDJX
Artisan International Small-Mid Fund
|
MF | Independent / Boutique | 0.60% | $16,179,045.48 | 330,252 | Mar 31, 2026 | May 29, 2026 |
|
SLYG
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF
|
ETF | State Street (SPDR) | 0.39% | $15,589,058.91 | 318,209 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.10% | $15,468,617.15 | 298,795 | Feb 28, 2026 | Apr 28, 2026 |
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