MOBIX LABS, INC - MOBX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Closed out | 0 | 1,050 | 0.0% | 0.0% | 1 | -1,642,857 | -100.0% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,303,017 | 769 | 0.0% | — | 2 | +2,303,017 | New | Q1 2026 | May 15, 2026 |
| Vanguard Capital Wealth Advisors | History | Added to | 1,453,416 | 485 | 0.45% | 0.3% | 3 | +70,000 | 5.06% | Q1 2026 | Apr 21, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 991,919 | 331 | 0.0% | 0.0% | 4 | +565,721 | 132.74% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 1,080,357 | 288 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Alessandra Capital Management, LLC | History | New | 687,894 | 229 | 0.2% | — | 6 | +687,894 | New | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 537,793 | 179 | 0.0% | 0.0% | 7 | -285,547 | -34.68% | Q1 2026 | May 05, 2026 |
| STATE STREET CORP | History | Added to | 526,300 | 175 | 0.0% | 0.0% | 8 | +407,500 | 343.01% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 517,066 | 172 | 0.0% | — | 9 | +517,066 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 193,254 | 64 | 0.0% | 0.0% | 10 | +117,846 | 156.28% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | No change | 135,453 | 45 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 10,201 | 28 | 0.0% | 0.0% | 12 | -156,817 | -93.89% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 79,417 | 26 | 0.0% | 0.0% | 13 | -11,000 | -12.17% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 49,763 | 16 | 0.0% | — | 14 | +49,763 | New | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 35,580 | 11 | 0.0% | 0.0% | 15 | +3,855 | 12.15% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 30,234 | 10 | 0.0% | 0.0% | 17 | -226,253 | -88.21% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 32,374 | 10 | 0.0% | — | 16 | +32,373 | 3237300.0% | Q1 2026 | May 11, 2026 |
| HCR Wealth Advisors | History | No change | 30,000 | 10 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 25,000 | 8 | 0.0% | — | 19 | +25,000 | New | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 22,745 | 7 | 0.0% | — | 20 | +22,745 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | New | 15,500 | 5 | 0.0% | — | 21 | +15,500 | New | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | New | 6,132 | 2 | 0.0% | — | 22 | +6,132 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | New | 5,555 | 1 | 0.0% | — | 24 | +5,555 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 3,800 | 1 | 0.0% | — | 23 | +3,800 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -189,731 | -100.0% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -101,860 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94,011 | -100.0% | Q1 2026 | May 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,200 | -100.0% | Q1 2026 | Apr 16, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,800 | -100.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -8,920 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,500 | 0 | — | — | — | +1,500 | 150.0% | Q1 2026 | May 11, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 267 | 0 | — | — | — | -575 | -68.29% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -398 | -100.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,554 | 0 | — | — | — | -24 | -0.93% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 899 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |