SEC 13F Intelligence

CALXCALIX INC

CUSIP 13100M509 · Yahoo Finance ↗ · Google Finance ↗

Calix Inc (CALX) has 307 institutional holders in Filings Flow’s 13F database, together reporting 59.54M shares worth $2.8B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
307
Q1 2026
Reported Value
$2.8B
Ticker
CALX
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 95Q4 ’18Q1 ’19: 94Q2 ’19: 68Q2 ’19Q3 ’19: 69Q2 ’21: 163Q2 ’21Q4 ’21: 195Q4 ’22: 257Q4 ’22Q4 ’25: 327Q1 ’26: 307Q1 ’26Q2 ’26: 13filingsflow.com
Total reported value
Q4 ’18: $177MQ4 ’18Q1 ’19: $216MQ2 ’19: $168MQ2 ’19Q3 ’19: $160MQ2 ’21: $4.4BQ2 ’21Q4 ’21: $29.7BQ4 ’22: $1.7BQ4 ’22Q4 ’25: $3.0BQ1 ’26: $2.8BQ1 ’26Q2 ’26: $6Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Divisar Capital Management LLC$392M AUM4.25%$17M340.2KQ1 2026OLDER
4D Advisors, LLC$158M AUM3.34%$6M115.0KQ4 2025OLDER
Harvey Partners, LLC$1.3B AUM2.23%$28M572.5KQ1 2026OLDER
G2 Investment Partners Management LLC$406M AUM1.94%$8M160.5KQ1 2026OLDER
Penn Capital Management Company, LLC$1.3B AUM1.44%$19M378.6KQ1 2026OLDER
PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM1.44%$38M768.2KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM1.20%$5M95.7KQ4 2025OLDER
Axecap Investments, LLC$145M AUM1.05%$2M27.8KQ3 2025OLDER
Synergy Asset Management, LLC$942M AUM1.04%$10M189.2KQ4 2025OLDER
MARATHON CAPITAL MANAGEMENT$445M AUM0.90%$4M81.8KQ1 2026OLDER
FORMULA GROWTH LTD$222M AUM0.84%$2M38.0KQ1 2026OLDER
Williamson Legacy Group, LLC$133M AUM0.72%$917,59417.3KQ4 2025OLDER
Informed Momentum Co LLC$866M AUM0.66%$6M95.6KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.63%$4M85.5KQ1 2026OLDER
Divisadero Street Capital Management, LP$2.4B AUM0.63%$15M305.7KQ1 2026OLDER
SYMMETRY PEAK MANAGEMENT LLC$359M AUM0.54%$3M40.9KQ3 2025OLDER
SG Capital Management LLC$1.5B AUM0.51%$8M157.4KQ1 2026OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.48%$16M335.0KQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.46%$38M779.1KQ1 2026OLDER
Atika Capital Management LLC$796M AUM0.44%$5M89.5KQ3 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.39%$116M2.19MQ4 2025OLDER
Yorktown Management & Research Co Inc$120M AUM0.37%$440,9109.0KQ1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.32%$76M1.55MQ1 2026OLDER
Hood River Capital Management LLC$10.0B AUM0.30%$28M523.3KQ4 2025OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.28%$2M44.8KQ1 2026OLDER
CONNORS INVESTOR SERVICES INC$1.1B AUM0.26%$3M58.4KQ1 2026OLDER
JACKSON SQUARE CAPITAL, LLC$477M AUM0.26%$1M25.0KQ1 2026OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.21%$5M99.5KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.21%$1M23.4KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.17%$9M173.7KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.16%$4M68.9KQ3 2025OLDER
MQS Management LLC$148M AUM0.16%$266,1855.0KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.15%$21M429.4KQ1 2026OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.15%$297,9576.1KQ1 2026OLDER
Nearwater Capital Markets, Ltd$4.2B AUM0.14%$6M118.2KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.13%$957,36319.5KQ1 2026OLDER
Defiance ETFs, LLC$7.0B AUM0.12%$9M175.3KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.12%$4M75.8KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.12%$4M86.3KQ1 2026OLDER
Huntleigh Advisors, Inc.$585M AUM0.10%$616,74011.7KQ4 2025OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.09%$282,1456.2KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.08%$473,4509.6KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.08%$3M52.9KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.08%$3M57.4KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.08%$6M129.5KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.08%$178,3213.4KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.08%$15M312.4KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.08%$522,8118.5KQ3 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.07%$2M40.4KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.07%$279,0475.7KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.07%$458,3748.7KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.07%$3M93.7KQ2 2026
Dynamic Technology Lab Private Ltd$615M AUM0.06%$392,6558.0KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.06%$464,5729.5KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.06%$503,8419.5KQ4 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.06%$240,3024.5KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.06%$6M121.7KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.06%$235,1034.8KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.06%$20M375.1KQ4 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.06%$976,56619.9KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.06%$172M3.25MQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.06%$41M840.2KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.05%$3M62.3KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.05%$408,4308.3KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.05%$1M28.5KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.05%$675,91612.8KQ4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.05%$27M557.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.05%$34M696.9KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.05%$11M221.9KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.04%$362,4777.4KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.04%$248,6104.1KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.04%$34M555.3KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.04%$9M145.0KQ3 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$510,67210.4KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.04%$26M529.9KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.04%$27M543.4KQ1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.04%$430,9178.8KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.04%$93M1.90MQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$512,5628.4KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.04%$3M56.4KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.04%$562,60011.5KQ1 2026OLDER
State of Wyoming$844M AUM0.04%$296,7326.1KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$11M215.8KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.03%$25M513.8KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$9M165.4KQ4 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.03%$8M165.6KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.03%$312,7036.4KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.03%$2M42.6KQ1 2026OLDER
RATIONAL ADVISORS, INC.$980M AUM0.03%$284,5734.6KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.03%$22M458.8KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.03%$15M299.6KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.03%$11M224.5KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.03%$16M317.1KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$14M280.3KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$369,7697.0KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.02%$2M38.9KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.02%$330,8296.8KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.02%$353,7375.8KQ3 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M26.7KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.02%$989,20620.2KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M37.7KQ4 2025OLDER
Cooper Financial Group$1.2B AUM0.02%$204,5743.9KQ4 2025OLDER
NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM0.02%$306,8505.0KQ3 2025OLDER
NORDEN GROUP LLC$1.0B AUM0.02%$217,4374.1KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$3M52.3KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$14M289.8KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.02%$37,000757Q1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$2M31.2KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.02%$207,6393.9KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.02%$343,7147.0KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$900,77918.4KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$27M551.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$271M5.53MQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$340,6767.0KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.01%$643,09213.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$9M180.0KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$3M65.5KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$60M1.22MQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$13M269.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$10M211.0KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$14M277.9KQ1 2026OLDER
Blackstone Inc.$25.6B AUM0.01%$3M56.4KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$446,1529.1KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.01%$208,0153.9KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$19M395.3KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$9M192.8KQ1 2026OLDER
Tower View Wealth Management LLC$195M AUM0.01%$19,596400Q1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$541,68211.1KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$2M31.9KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.01%$13M253.2KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$243,5785.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$546M11.15MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$786,87716.1KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$676,06213.8KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$431,7498.8KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$79,6581.6KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M38.0KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$8M153.7KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M41.0KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$241,4724.9KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$687,47714.0KQ1 2026OLDER
Argent Trust Co$2.9B AUM0.01%$205,9544.2KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$2M31.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$798,48816.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$8M159.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$256,2175.2KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M33.5KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$8M161.5KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$439M8.30MQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$3M56.6KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$6M119.1KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M37.5KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$3M64.8KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$21M432.9KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$531,34610.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$20M418.4KQ1 2026OLDER
NATIXIS$28.0B AUM0.01%$1M27.6KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$730,53714.9KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$33M682.0KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$847,38017.3KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$438,2168.9KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$26M534.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$32M645.2KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$158,3363.2KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$211,3504.0KQ4 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$239,4554.5KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1M26.6KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$1M23.4KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$1M30.2KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$324,1666.6KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$128M2.60MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$70M1.44MQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$4M72.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$12M253.0KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$480,4449.8KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$264,4434.3KQ3 2025OLDER
STRS OHIO$25.2B AUM0.00%$1M20.6KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$4M76.3KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$30M609.7KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M64.2KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$338,1296.9KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$17,679334Q2 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$730,68614.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$23M463.4KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$1M22.2KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.00%$205,8214.7KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$6M124.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$19M387.5KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$293,0735.5KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$132M2.69MQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M37.2KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$211,9794.3KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.00%$64,9261.1KQ3 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$59,515970Q3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$698,59814.3KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$4M89.5KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$31,465679Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$37M750.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$272,7765.6KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$680,96113.9KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$15,873324Q1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$508,76110.4KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$825,87316.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M54.6KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$17M356.6KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$31,349840Q2 2026
Marex Group Ltd$15.8B AUM0.00%$346,4276.5KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M20.9KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$385,9566.3KQ3 2025OLDER
Centiva Capital, LP$13.6B AUM0.00%$278,9985.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$13M272.9KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.00%$332,0738.9KQ2 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M56.7KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M38.8KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$277,0875.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$33M622.9KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M21.4KQ4 2025OLDER
Crewe Advisors LLC$1.2B AUM0.00%$22,291455Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$366,0537.5KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$16,877275Q3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$15M307.5KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M152.0KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$47,128954Q1 2026OLDER
Rachor Investment Advisory Services, LLC$203M AUM0.00%$3,23466Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$8M157.6KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$204,4354.2KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$5,977122Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$718,04614.7KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$827,09816.9KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$297,0965.6KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$354,1026.7KQ4 2025OLDER
Truvestments Capital LLC$554M AUM0.00%$7,446152Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$239,3494.5KQ4 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$4,997102Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$708,29614.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$5M98.0KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$891,17618.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$726,22814.8KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$33,476897Q2 2026
Freestone Grove Partners LP$14.2B AUM0.00%$176,1683.6KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$513,51310.5KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M26.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$5M103.8KQ1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$24,495500Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M26.7KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M31.4KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$336,7375.5KQ3 2025OLDER
Boston Partners$95.5B AUM0.00%$994,99016.2KQ3 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$211,1914.0KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$539,88610.2KQ4 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$749,57220.1KQ2 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$60,0621.2KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.00%$209,4324.3KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$2M36.2KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M38.7KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$272,6064.4KQ3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$209,3344.3KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$207,3083.4KQ3 2025OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$88218Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$958,14215.6KQ3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$282,3295.3KQ4 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$459,6249.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$406,8138.3KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$4,23580Q4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,64554Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M24.6KQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.00%$1,86238Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M27.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M21.1KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M40.3KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$492,39810.1KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$477,0659.7KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$940,32219.1KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$95318Q4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M39.1KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$5,21685Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$91,1701.9KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$308,5396.3KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$53911Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,59653Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$223,5414.6KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$226,4814.6KQ1 2026OLDER
Main Street Group, LTD$340M AUM0.00%$1,32327Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$656,46613.4KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,27166.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$4,180112Q2 2026
Fortitude Family Office, LLC$448M AUM0.00%$1,66634Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$1M22.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$256,3165.2KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$239,3433.9KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$19,155391Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$739,30815.1KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$383,9547.3KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$7M134.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$5M98.5KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$472,5099.6KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M30.5KQ2 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$9,211188Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$67,0621.3KQ4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$1,31228Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$609,87712.4KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$125,4142.6KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,71535Q1 2026OLDER
Amundi$367.1B AUM0.00%$867,02517.7KQ1 2026OLDER
Quarry LP$558M AUM0.00%$1,27426Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$4,16485Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,12723Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$13,962285Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M35.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$53,1421.0KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$20,342434Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,22820Q3 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$3,77277Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$8,230168Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$3,51575Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$60,0621.2KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$9,206150Q3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$381,1427.8KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$14,060287Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$579,01211.8KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$12,113251Q1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$67218Q2 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,42129Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$73515Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$214,8464.3KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$2455Q1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$2455Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$44,532909Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$8,966183Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$2946Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$63,0011.3KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$21,948448Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$1593Q4 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$1,12723Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$12,704207Q3 2025OLDER
Davis Capital Management$169M AUM0.00%$1123Q2 2026
Clearstead Trust, LLC$613M AUM0.00%$3696Q3 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$1593Q4 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$26,465500Q4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,31462Q2 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$15,089308Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$13,718280Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$3,08663Q2 2026
CENTRAL TRUST Co$5.1B AUM0.00%$2,59753Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$1964Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$3437Q1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$2455Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,32327Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$26,945550Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$2946Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$2655Q4 2025OLDER
Trust Co$1.1B AUM0.00%$2946Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1052Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$146,0003.0KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$83317Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$531Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1,47030Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$671Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$52910Q4 2025OLDER
Horizon Investments, LLC$8.9B AUM0.00%$1,11221Q4 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$3,62574Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$61410Q3 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$491Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$2124Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$14,991306Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$1,48228Q4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$491Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1964Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$982Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$3717Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$9,206150Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$74114Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$1964Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$491Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.