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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 459,158 | 964 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 160,720 | 337 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 111,880 | 234 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 92,934 | 195 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 88,209 | 185 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vanguard Capital Wealth Advisors | History | No change | 203,774 | 172 | 0.12% | 0.29% | 6 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Asset Management One Co., Ltd. | History | New | 149,942 | 127 | 0.0% | — | 7 | +149,942 | New | Q3 2026 | Oct 27, 2026 |
| STATE STREET CORP | History | No change | 52,630 | 110 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 52,049 | 109 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 34,045 | 71 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Virtu Financial LLC | History | No change | 33,072 | 69 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alessandra Capital Management, LLC | History | No change | 68,789 | 58 | 0.04% | 0.1% | 12 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 25,231 | 52 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 21,825 | 45 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| NORTHERN TRUST CORP | History | No change | 19,373 | 40 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 15,527 | 32 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | New | 19,965 | 27 | 0.0% | — | 17 | +19,965 | New | Q3 2026 | Nov 03, 2026 |
| Krilogy Financial LLC | History | No change | 10,201 | 7 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,700 | 1 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Allworth Financial LP | History | No change | 555 | 1 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortitude Family Office, LLC | History | New | 413 | 0 | — | — | — | +413 | New | Q3 2026 | Oct 14, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -203 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 805 | 0 | — | 0.0% | — | +107 | 15.33% | Q3 2026 | Oct 21, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2026 | Nov 04, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 217 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 464 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HM PAYSON & CO | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |