CALIX, INC. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | IJR | $177.39M | 0.19% | 3,620,938 NS | $91.99B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $93.23M | 0.00% | 1,903,001 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $72.37M | 0.10% | 1,477,300 NS | $71.92B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $66.70M | 0.04% | 1,361,602 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | VBK | $37.28M | 0.10% | 760,886 NS | $38.69B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $33.02M | 0.04% | 674,089 NS | $81.50B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 600(TM)… SPDR SERIES TRUST | SPSM | $26.73M | 0.19% | 545,665 NS | $13.87B | FIGI |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | IJT | $25.49M | 0.39% | 520,348 NS | $6.51B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $24.05M | 0.20% | 490,940 NS | $12.17B | FIGI |
| Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | — | $23.04M | 1.20% | 470,353 NS | $1.93B | FIGI |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | — | $22.90M | 0.23% | 467,358 NS | $10.12B | FIGI |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | — | $18.40M | 0.19% | 375,581 NS | $9.65B | FIGI |
| Artisan International Small-Mid Fund Artisan Partners Funds Inc. | — | $16.18M | 0.60% | 330,252 NS | $2.68B | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYG | $15.59M | 0.39% | 318,209 NS | $3.98B | FIGI |
| State Street(R) SPDR(R) S&P(R) Telecom ETF SPDR SERIES TRUST | XTL | $13.41M | 3.21% | 273,739 NS | $418.31M | FIGI |
| Defiance Connective Technologies ETF ETF Series Solutions | UFOX | $8.59M | 1.21% | 175,329 NS | $712.57M | FIGI |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | — | $6.98M | 0.28% | 142,392 NS | $2.45B | FIGI |
| AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | — | $6.73M | 0.98% | 137,451 NS | $686.48M | FIGI |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $6.20M | 0.20% | 126,460 NS | $3.03B | FIGI |
| DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | — | $6.12M | 0.58% | 125,000 NS | $1.05B | FIGI |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | PSC | $4.91M | 0.28% | 100,293 NS | $1.77B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $4.83M | 0.10% | 98,545 NS | $4.82B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $4.78M | 0.00% | 97,670 NS | $129.17B | FIGI |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | FESM | $4.71M | 0.11% | 96,136 NS | $4.10B | FIGI |
| HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | — | $4.70M | 1.21% | 95,895 NS | $389.13M | FIGI |
| JNL Small Cap Index Fund JNL Series Trust | — | $4.58M | 0.19% | 93,429 NS | $2.39B | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $4.43M | 0.05% | 90,519 NS | $9.23B | FIGI |
| Counterpoint Quantitative Equity ETF NORTHERN LIGHTS FUND TRUST III | CPAI | $4.19M | 2.00% | 85,456 NS | $209.75M | FIGI |
| iShares U.S. Digital Infrastructure and Real … iShares Trust | IDGT | $3.98M | 2.39% | 81,145 NS | $166.21M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $3.77M | 0.00% | 76,950 NS | $79.62B | FIGI |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | — | $3.72M | 1.18% | 75,862 NS | $316.19M | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $3.08M | 0.09% | 62,928 NS | $3.39B | FIGI |
| Small Cap Stock Trust John Hancock Variable Insurance Trust | — | $3.02M | 1.22% | 61,630 NS | $247.60M | FIGI |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | — | $2.97M | 1.17% | 60,697 NS | $253.31M | FIGI |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | — | $2.51M | 0.19% | 51,300 NS | $1.35B | FIGI |
| Small Cap Core Portfolio Bernstein Fund Inc | — | $2.26M | 0.32% | 46,147 NS | $713.80M | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $2.25M | 0.20% | 45,853 NS | $1.14B | FIGI |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | — | $2.16M | 0.20% | 44,154 NS | $1.11B | FIGI |
| AB Sustainable Global Thematic Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | — | $2.16M | 1.51% | 44,060 NS | $143.36M | FIGI |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $2.09M | 0.15% | 42,580 NS | $1.38B | FIGI |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | — | $2.00M | 0.26% | 40,867 NS | $755.81M | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.98M | 0.10% | 40,431 NS | $1.95B | FIGI |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $1.97M | 0.19% | 40,257 NS | $1.04B | FIGI |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | — | $1.93M | 0.34% | 39,443 NS | $562.61M | FIGI |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | — | $1.90M | 0.28% | 38,792 NS | $668.68M | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $1.62M | 0.10% | 33,140 NS | $1.59B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $1.62M | 0.00% | 33,126 NS | $58.89B | FIGI |
| iShares Expanded Tech Sector ETF iShares Trust | IGM | $1.55M | 0.02% | 31,616 NS | $7.75B | FIGI |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $1.52M | 0.43% | 30,951 NS | $356.35M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.48M | 0.00% | 30,248 NS | $30.28B | FIGI |