CALIX, INC. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $1.40M | 0.39% | 28,480 NS | $358.29M | FIGI |
| Small Company Fund American Century Quantitative Equity Fund… | — | $1.39M | 0.88% | 28,433 NS | $157.88M | FIGI |
| Small Cap Index Fund Northern Funds | — | $1.36M | 0.10% | 27,718 NS | $1.38B | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $1.30M | 0.04% | 26,553 NS | $2.98B | FIGI |
| MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND | — | $1.18M | 0.98% | 24,025 NS | $119.80M | FIGI |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | — | $1.03M | 0.19% | 21,099 NS | $538.24M | FIGI |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | — | $1.03M | 0.30% | 21,053 NS | $348.93M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $1.02M | 0.04% | 20,900 NS | $2.63B | FIGI |
| Clearwater Select Equity Fund Clearwater Investment Trust | — | $1.01M | 0.23% | 20,674 NS | $434.84M | FIGI |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $1.01M | 0.19% | 20,636 NS | $525.94M | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $980.8K | 0.05% | 20,020 NS | $1.90B | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $952.1K | 0.10% | 19,435 NS | $956.61M | FIGI |
| JNL/Mellon Information Technology Sector Fund JNL Series Trust | — | $931.4K | 0.01% | 19,012 NS | $6.54B | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $879.3K | 0.09% | 17,948 NS | $962.08M | FIGI |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | JHSC | $835.3K | 0.13% | 17,050 NS | $665.18M | FIGI |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | — | $825.4K | 0.30% | 16,849 NS | $271.71M | FIGI |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | — | $822.2K | 0.19% | 16,783 NS | $423.00M | FIGI |
| MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | — | $808.6K | 0.61% | 16,506 NS | $133.35M | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $806.1K | 0.46% | 16,454 NS | $174.05M | FIGI |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $805.6K | 0.18% | 16,444 NS | $444.74M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $759.5K | 0.10% | 15,504 NS | $768.54M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $719.9K | 0.00% | 14,694 NS | $17.05B | FIGI |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | SEIS | $660.0K | 0.15% | 13,472 NS | $435.08M | FIGI |
| Gotham Absolute Return Fund FundVantage Trust | — | $654.7K | 0.06% | 13,363 NS | $1.07B | FIGI |
| State Street Institutional Small-Cap Equity F… STATE STREET INSTITUTIONAL FUNDS | — | $646.7K | 0.14% | 13,200 NS | $468.29M | FIGI |
| Buffalo Early Stage Growth Fund Buffalo Funds | — | $629.3K | 1.03% | 12,845 NS | $61.30M | FIGI |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | — | $594.0K | 0.38% | 12,124 NS | $155.40M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $585.6K | 0.10% | 11,954 NS | $584.32M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $544.2K | 0.00% | 11,108 NS | $11.74B | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $534.1K | 0.10% | 10,902 NS | $550.95M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $515.2K | 0.07% | 10,517 NS | $741.60M | FIGI |
| DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II | — | $472.5K | 1.03% | 9,644 NS | $45.96M | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $449.9K | 0.04% | 9,183 NS | $1.00B | FIGI |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | — | $424.0K | 0.01% | 8,655 NS | $3.80B | FIGI |
| Penn Series SMID Cap Value Fund Penn Series Funds Inc | — | $423.8K | 0.98% | 8,650 NS | $43.21M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $414.2K | 0.10% | 8,455 NS | $419.22M | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $412.4K | 0.05% | 8,419 NS | $823.49M | FIGI |
| Muirfield Fund Meeder Funds | — | $405.5K | 0.04% | 8,278 NS | $1.12B | FIGI |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | — | $400.0K | 0.10% | 8,164 NS | $386.68M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $390.1K | 0.02% | 7,962 NS | $1.86B | FIGI |
| AVIP BlackRock Advantage Small Cap Growth Por… AuguStar Variable Insurance Products Fund… | — | $385.4K | 0.31% | 7,867 NS | $122.36M | FIGI |
| JNL/AB Sustainable Global Thematic Fund JNL Series Trust | — | $379.7K | 1.51% | 7,751 NS | $25.11M | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $363.3K | 0.10% | 7,416 NS | $358.38M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $359.6K | 0.10% | 7,340 NS | $354.45M | FIGI |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | — | $357.2K | 0.24% | 7,291 NS | $151.87M | FIGI |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | — | $349.9K | 0.15% | 7,143 NS | $228.12M | FIGI |
| AQR Small Cap Momentum Style Fund AQR Funds | — | $349.1K | 0.21% | 7,126 NS | $166.81M | FIGI |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | EZM | $347.7K | 0.04% | 7,098 NS | $829.25M | FIGI |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | — | $338.1K | 0.19% | 6,902 NS | $177.48M | FIGI |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $321.6K | 0.10% | 6,564 NS | $332.36M | FIGI |