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Disclosery

CALX CALIX INC

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COM (common), issuer CIK 1406666

258 managers (261 13F filers) reported a position in CALX shares at 2025-03-31, 56,524,806 shares in all. 34 filers opened a position and 28 filers sold out during the quarter.

Managers
258
13F filers
261
New
34
Added
94
Reduced
95
Sold out
28
Shares held by filers
56,524,806

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Brooklyn Investment Group426$15.1K<0.01%new13F-HRTimeline
Tower View Wealth Management LLC400$14.2K0.01%013F-HRTimeline
Sterling Capital Management LLC314$11.1K<0.01%-22513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…284$10.1K<0.01%-413F-HRTimelineGroup
Covestor Ltd293$10K0.01%+113F-HRTimeline
GPS Wealth Strategies Group, LLC275$9.75K<0.01%013F-HRTimeline
Truvestments Capital LLC262$9.29K<0.01%-1,56213F-HRTimeline
Allworth Financial LP225$8.79K<0.01%-413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC237$8.4K<0.01%new13F-HRTimeline
LRI Investments, LLC230$8.15K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC222$8K<0.01%+12413F-HRTimelineGroup
UMB Bank, n.a.209$7.41K<0.01%+7613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cape Investment Advisory, Inc.155$5.49K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC139$4.93K<0.01%-113F-HRTimeline
MassMutual Private Wealth & Trust, FSB132$4.68K<0.01%+11013F-HRTimeline
Parallel Advisors, LLC132$4.68K<0.01%+7713F-HRTimeline
WHITTIER TRUST CO100$3.54K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC95$3.37K<0.01%+3513F-HRTimeline
SIERRA OCEAN, LLC89$3.15K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC88$3.12K<0.01%013F-HRTimeline
Versant Capital Management, Inc87$3.08K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC85$3.01K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…76$2.69K<0.01%+7213F-HRTimelineGroup
Farther Finance Advisors, LLC66$2.32K<0.01%-1,47813F-HRTimeline
Financial Network Wealth Advisors LLC56$1.99K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust55$1.95K<0.01%+3113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC55$1.95K<0.01%+1813F-HRTimeline
Amundiin group Amundi59$1.91K<0.01%-8,58013F-HRTimelineGroup
Beacon Capital Management, LLC51$1.81K<0.01%013F-HRTimeline
Fortitude Family Office, LLC40$1.42K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC39$1.38K<0.01%-15613F-HRTimeline
CENTRAL TRUST Co36$1.28K<0.01%-113F-HRTimeline
JFS WEALTH ADVISORS, LLC29$1.03K<0.01%013F-HRTimeline
Hemington Wealth Management38$1K<0.01%+2713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…27$957<0.01%013F-HRTimelineGroup
Main Street Group, LTD27$957<0.01%013F-HRTimeline
IFP Advisors, Inc17$957<0.01%-1413F-HRTimeline
SVB WEALTH LLC25$886<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV23$815<0.01%-2213F-HRTimeline
CoreCap Advisors, LLC23$815<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…21$744<0.01%013F-HRTimeline
Stephens Consulting, LLC20$709<0.01%new13F-HRTimeline
Bare Financial Services, Inc17$602<0.01%new13F-HRTimeline
Larson Financial Group LLC14$496<0.01%013F-HRTimeline
SBI Securities Co., Ltd.13$461<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA8$284<0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.6$213<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5$178<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.5$178<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5$177<0.01%-21813F-HRTimelineGroup
Global Financial Private Client, LLC5$177<0.01%+413F-HRTimeline
Abound Wealth Management4$142<0.01%-413F-HRTimeline
HFM Investment Advisors, LLC1$36<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$35<0.01%013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC1$35<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$35<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.14$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.