CALX · Calix, Inc · Shareholders & Ownership

$36.47 -0.44 (-1.19%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.30B

62.96M

Volume · Oct 23 859.81K Avg daily vol (3M) 984.35K

Every disclosed holder of CALX in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CALX

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	285	60,844,347	96.63%	Yes
Insiders (Forms 3, 4, 5)	11	6,010,951	9.55%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,891,309	-6.18%	Negative
Registered funds (N-PORT, not summed)	302	29,703,078	47.17%	No

Shares outstanding: 62,963,989, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CALX

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,775,490	18.70%	+622,087	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	10,323,597	16.40%	+652,538	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,497,584	5.55%	-123,354	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,537,083	2.44%	+59,783	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Cybersecurity and Tech ETF Fund S000065015 · Registered fund · Jul 31, 2026 iShares Trust, not summed	855,655	1.36%	+260,131	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	547,030	0.87%	+56,090	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,588,048	8.88%	+54,294	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Russo Carl Insider CIK 1483757 · Jul 27, 2026 Director, 10% Owner, issuer-wide	5,541,007	8.80%	-75,000	Jul 27, 2026	Director, 10% Owner, issuer-wide
3.1	Carl Russo 13G CIK 1483757 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor, not summed	7,269,452	11.55%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor, not summed
4	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,248,412	5.16%	-2,716	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	556,686	0.88%	+63,028	Jun 30, 2026	AB TRUST, not summed
4.2	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Fund S000010074 · Registered fund · Jun 30, 2026 AB SUSTAINABLE GLOBAL THEMATIC FUND, INC., not summed	301,580	0.48%	-80,530	Jun 30, 2026	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC., not summed
4.3	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	167,069	0.27%	+29,618	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
4.4	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	103,884	0.17%	+6,330	Jun 30, 2026	AB CAP FUND, INC., not summed
4.5	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	56,397	0.09%	+10,250	Jun 30, 2026	Bernstein Fund Inc, not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,915,560	4.63%	+313,227	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Telecom ETF Fund S000012323 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	557,878	0.89%	+284,139	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	533,811	0.85%	-11,854	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	327,509	0.52%	+9,300	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	19,800	0.03%	-1,100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	11,268	0.02%	+160	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,587,424	4.11%	-99,101	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,816,146	2.88%	-86,855	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,548,202	2.46%	+5,376	May 31, 2026	VANGUARD WORLD FUND, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,481,595	2.35%	+45,889	Jun 30, 2026	carried, not yet filed for the newest quarter
10	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,324,534	2.10%	-221,567	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,315,270	2.09%	-46,332	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,309,436	2.08%	+90,941	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	250,264	0.40%	+3,980	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	206,763	0.33%	-3,544	Jul 31, 2026	Dimensional ETF Trust, not summed
12.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	189,300	0.30%	+1,748	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	125,916	0.20%	+21,983	Jul 31, 2026	Dimensional ETF Trust, not summed
12.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	90,852	0.14%	-2,870	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,241,622	1.97%	+441,292	Jun 30, 2026	carried, not yet filed for the newest quarter
14	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,208,764	1.92%	+780,566	Jun 30, 2026	carried, not yet filed for the newest quarter
15	PARADIGM CAPITAL MANAGEMENT INC/NY 13F CIK 1037792 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	997,134	1.58%	+228,934	Jun 30, 2026	carried, not yet filed for the newest quarter
16	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	933,937	1.48%	+933,937	Sep 30, 2026
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	875,837	1.39%	+324,687	Jun 30, 2026	carried, not yet filed for the newest quarter
18	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	857,360	1.36%	+212,115	Jun 30, 2026	carried, not yet filed for the newest quarter
19	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	784,798	1.25%	-55,399	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	424,658	0.67%	-45,695	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
20	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	755,133	1.20%	-5,753	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	753,302	1.20%	+56,447	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	668,154	1.06%	+44,668	May 31, 2026	GLOBAL X FUNDS, not summed
21.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	28,326	0.05%	+2,226	Jul 31, 2026	GLOBAL X FUNDS, not summed
22	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	718,768	1.14%	+366,823	Jun 30, 2026	carried, not yet filed for the newest quarter
23	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	703,911	1.12%	+542,456	Jun 30, 2026	carried, not yet filed for the newest quarter
24	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	698,620	1.11%	-1,205,352	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	696,967	1.11%	+15,013	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	288,686	0.46%	-3,518	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	144,102	0.23%	+12,003	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	85,885	0.14%	-10,176	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	35,354	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	34,435	0.05%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	665,925	1.06%	-8,164	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Harbor Small Cap Growth Fund Fund S000000686 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	659,769	1.05%	+36,150	Jul 31, 2026	HARBOR FUNDS, not summed
28	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	659,563	1.05%	+102,568	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	433,810	0.69%	+27,694	May 29, 2026	Delaware Group Equity Funds V, not summed
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	642,151	1.02%	+32,409	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	30,006	0.05%	+2,288	Jun 30, 2026	Northern Funds, not summed
29.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,535	0.02%	+4,730	Jun 30, 2026	Northern Funds, not summed
29.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,413	0.01%	+168	Jul 31, 2026	FlexShares Trust, not summed
30	GILDER GAGNON HOWE & CO LLC 13F CIK 902464 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	580,323	0.92%	-198,769	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	560,626	0.89%	+93,268	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	560,034	0.89%	-190,083	Jun 30, 2026	carried, not yet filed for the newest quarter
33	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	548,118	0.87%	+4,700	Jun 30, 2026	carried, not yet filed for the newest quarter
34	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	524,882	0.83%	-187,331	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	150	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
35	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	519,153	0.82%	-15,364	Jun 30, 2026	carried, not yet filed for the newest quarter
36	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	517,152	0.82%	+434,227	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	466,594	0.74%	+167,007	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Rockefeller US Small Cap Core Fund Fund S000080973 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	85,649	0.14%	+15,993	Aug 31, 2026	Trust for Professional Managers, not summed
38	Trigran Investments, Inc. 13F CIK 1336800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	442,008	0.70%	+442,008	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Harvey Partners, LLC 13F CIK 1406484 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	420,500	0.67%	-152,000	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	417,114	0.66%	-1,325	Jun 30, 2026	carried, not yet filed for the newest quarter
41	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	409,082	0.65%	+388,005	Jun 30, 2026	carried, not yet filed for the newest quarter
42	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	402,230	0.64%	+67,200	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Oberweis Small-Cap Opportunities Fund Fund S000010232 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	355,100	0.56%	+58,100	Jun 30, 2026	OBERWEIS FUNDS, not summed
43	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	400,088	0.64%	+400,088	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Divisar Capital Management LLC 13F CIK 1645721 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	395,163	0.63%	+55,000	Jun 30, 2026	carried, not yet filed for the newest quarter
45	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	393,019	0.62%	-2,314	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	107,963	0.17%	+7,670	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
45.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	42,764	0.07%	-4,642	Jul 31, 2026	Principal Funds, Inc, not summed
45.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	5,149	0.01%	+1,367	Jul 31, 2026	Principal Funds, Inc, not summed
46	Penn Capital Management Company, LLC 13F CIK 1158202 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	388,239	0.62%	+9,675	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	375,581	0.60%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
48	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	366,953	0.58%	-65,991	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	94,740	0.15%	-2,930	Jun 30, 2026	College Retirement Equities Fund, not summed
48.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	78,327	0.12%	+6,726	Jul 31, 2026	TIAA-CREF Funds, not summed
48.3	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	60,506	0.10%	-59,900	Jul 31, 2026	TIAA-CREF Funds, not summed
48.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	58,384	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
48.5	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	56,408	0.09%	-5,136	Jul 31, 2026	NuShares ETF Trust, not summed
49	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	323,524	0.51%	+251,065	Jun 30, 2026	carried, not yet filed for the newest quarter
50	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	322,879	0.51%	+5,741	Jun 30, 2026	carried, not yet filed for the newest quarter

46 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1406666 CUSIP 13100M509 13F (30d) 37 filings 37 filers Visit website Investor relations