Mobix Labs Inc (MOBX)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Vanguard Capital Management LLC

NEW

Shares2,303,017

Change+2,303,017

Value$769.2K

Filed 2026-05-15

Vanguard Capital Wealth Advisors

INCREASED

Shares1,453,416 from 1,383,416

Change+70,000 (+5%)

Value$485.6K (+$115.8K)

Filed 2026-04-21

Geode Capital Management, LLC

INCREASED

Shares991,919 from 426,198

Change+565,721 (+133%)

Value$331.4K (+$217.5K)

Filed 2026-05-15

Alessandra Capital Management, LLC

NEW

Shares687,894

Change+687,894

Value$229.8K

Filed 2026-04-30

UBS Group AG

DECREASED

Shares537,793 from 823,340

Change-285,547 (-35%)

Value$179.6K (-$40.2K)

Filed 2026-05-05

State Street Corp

INCREASED

Shares526,300 from 118,800

Change+407,500 (+343%)

Value$175.8K (+$144.1K)

Filed 2026-05-15

Northern Trust Corp

INCREASED

Shares193,254 from 75,408

Change+117,846 (+156%)

Value$64.6K (+$44.4K)

Filed 2026-05-14

Berthel, Fisher & Company Financial Services, Inc.

NEW

Shares185,250

Change+185,250

Value$61.9K

Filed 2026-10-30

Mariner, LLC

UNCHANGED

Shares135,453 from 135,453

Change0 (0%)

Value$45.3K (+$9.0K)

Filed 2026-05-13

Beacon Pointe Advisors, LLC

DECREASED

Shares79,417 from 90,417

Change-11,000 (-12%)

Value$26.5K (+$2.4K)

Filed 2026-05-15

XTX Topco Ltd

NEW

Shares49,763

Change+49,763

Value$16.6K

Filed 2026-05-15

PFG Investments, LLC

INCREASED

Shares35,580 from 31,725

Change+3,855 (+12%)

Value$11.9K (+$3.4K)

Filed 2026-04-27

Citigroup Inc

INCREASED

Shares32,374 from 1

Change+32,373 (+3237300%)

Value$10.8K (+$10.8K)

Filed 2026-05-11

Jane Street Group, LLC

DECREASED

Shares30,234 from 256,487

Change-226,253 (-88%)

Value$10.1K (-$58.5K)

Filed 2026-05-12

HCR Wealth Advisors

UNCHANGED

Shares30,000 from 30,000

Change0 (0%)

Value$10.0K (+$2.0K)

Filed 2026-04-21

Money Concepts Capital Corp

NEW

Shares25,000

Change+25,000

Value$8.4K

Filed 2026-04-30

Goldman Sachs Group Inc

NEW

Shares22,745

Change+22,745

Value$7.6K

Filed 2026-05-15

LPL Financial LLC

NEW

Shares15,500

Change+15,500

Value$5.2K

Filed 2026-05-06

Krilogy Financial LLC

DECREASED

Shares10,201 from 167,018

Change-156,817 (-94%)

Value$28.1K (-$9.7K)

Filed 2026-04-17

BlackRock, Inc.

NEW

Shares6,132

Change+6,132

Value$2.0K

Filed 2026-05-13

Allworth Financial LP

NEW

Shares5,555

Change+5,555

Value$1.9K

Filed 2026-05-15

BFC Planning, Inc.

NEW

Shares2,500

Change+2,500

Value$835

Filed 2026-10-29

Wells Fargo & Company

INCREASED

Shares2,500 from 1,000

Change+1,500 (+150%)

Value$835 (+$568)

Filed 2026-07-08

UBS Asset Management Americas LLC

UNCHANGED

Shares899 from 899

Change0 (0%)

Value$300 (+$60)

Filed 2026-05-13

Wolverine Asset Management LLC

DECREASED

Shares267 from 842

Change-575 (-68%)

Value$89 (-$136)

Filed 2026-05-04

Citadel Advisors LLC

CLOSED

Shares0 from 189,731

Change-189,731 (-100%)

Value$0 (-$50.7K)

Filed 2026-05-15

Toronto Dominion Bank

CLOSED

Shares0 from 101,860

Change-101,860 (-100%)

Value$0 (-$27.2K)

Filed 2026-05-15

Virtu Financial LLC

CLOSED

Shares0 from 94,011

Change-94,011 (-100%)

Value$0 (-$25)

Filed 2026-05-14

Financial Management Network Inc

CLOSED

Shares0 from 52,200

Change-52,200 (-100%)

Value$0 (-$14.1K)

Filed 2026-04-17

StoneX Group Inc.

CLOSED

Shares0 from 19,800

Change-19,800 (-100%)

Value$0 (-$5.3K)

Filed 2026-05-14

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 8,920

Change-8,920 (-100%)

Value$0 (-$2.4K)

Filed 2026-05-15

SBI Securities Co., Ltd.

CLOSED

Shares0 from 2,578

Change-2,578 (-100%)

Value$0 (-$689)

Filed 2026-04-28

Bank of America Corp

CLOSED

Shares0 from 398

Change-398 (-100%)

Value$0 (-$106)

Filed 2026-05-18

Focus Partners Wealth

DECREASED

Shares0 from 1,642,857

Change-1,642,857 (-100%)

Value$1.1M (-$274.3K)

Filed 2026-05-15

Vanguard Group Inc

DECREASED

Shares0 from 1,080,357

Change-1,080,357 (-100%)

Value$0 (-$288.5K)

Filed 2026-05-14

	Status
Vanguard Capital Management LLC	NEW	2,303,017	—	+2,303,017	—	—	$769.2K	—	2026-05-15
Vanguard Capital Wealth Advisors	INCREASED	1,453,416	1,383,416	+70,000	+5%	$369.8K	$485.6K	+$115.8K	2026-04-21
Geode Capital Management, LLC	INCREASED	991,919	426,198	+565,721	+133%	$113.9K	$331.4K	+$217.5K	2026-05-15
Alessandra Capital Management, LLC	NEW	687,894	—	+687,894	—	—	$229.8K	—	2026-04-30
UBS Group AG	DECREASED	537,793	823,340	-285,547	-35%	$219.8K	$179.6K	-$40.2K	2026-05-05
State Street Corp	INCREASED	526,300	118,800	+407,500	+343%	$31.8K	$175.8K	+$144.1K	2026-05-15
Northern Trust Corp	INCREASED	193,254	75,408	+117,846	+156%	$20.2K	$64.6K	+$44.4K	2026-05-14
Berthel, Fisher & Company Financial Services, Inc.	NEW	185,250	—	+185,250	—	—	$61.9K	—	2026-10-30
Mariner, LLC	UNCHANGED	135,453	135,453	0	0%	$36.2K	$45.3K	+$9.0K	2026-05-13
Beacon Pointe Advisors, LLC	DECREASED	79,417	90,417	-11,000	-12%	$24.2K	$26.5K	+$2.4K	2026-05-15
XTX Topco Ltd	NEW	49,763	—	+49,763	—	—	$16.6K	—	2026-05-15
PFG Investments, LLC	INCREASED	35,580	31,725	+3,855	+12%	$8.5K	$11.9K	+$3.4K	2026-04-27
Citigroup Inc	INCREASED	32,374	1	+32,373	+3237300%	$0	$10.8K	+$10.8K	2026-05-11
Jane Street Group, LLC	DECREASED	30,234	256,487	-226,253	-88%	$68.6K	$10.1K	-$58.5K	2026-05-12
HCR Wealth Advisors	UNCHANGED	30,000	30,000	0	0%	$8.0K	$10.0K	+$2.0K	2026-04-21
Money Concepts Capital Corp	NEW	25,000	—	+25,000	—	—	$8.4K	—	2026-04-30
Goldman Sachs Group Inc	NEW	22,745	—	+22,745	—	—	$7.6K	—	2026-05-15
LPL Financial LLC	NEW	15,500	—	+15,500	—	—	$5.2K	—	2026-05-06
Krilogy Financial LLC	DECREASED	10,201	167,018	-156,817	-94%	$37.8K	$28.1K	-$9.7K	2026-04-17
BlackRock, Inc.	NEW	6,132	—	+6,132	—	—	$2.0K	—	2026-05-13
Allworth Financial LP	NEW	5,555	—	+5,555	—	—	$1.9K	—	2026-05-15
BFC Planning, Inc.	NEW	2,500	—	+2,500	—	—	$835	—	2026-10-29
Wells Fargo & Company	INCREASED	2,500	1,000	+1,500	+150%	$267	$835	+$568	2026-07-08
UBS Asset Management Americas LLC	UNCHANGED	899	899	0	0%	$240	$300	+$60	2026-05-13
Wolverine Asset Management LLC	DECREASED	267	842	-575	-68%	$225	$89	-$136	2026-05-04
Citadel Advisors LLC	CLOSED	0	189,731	-189,731	-100%	$50.7K	$0	-$50.7K	2026-05-15
Toronto Dominion Bank	CLOSED	0	101,860	-101,860	-100%	$27.2K	$0	-$27.2K	2026-05-15
Virtu Financial LLC	CLOSED	0	94,011	-94,011	-100%	$25	$0	-$25	2026-05-14
Financial Management Network Inc	CLOSED	0	52,200	-52,200	-100%	$14.1K	$0	-$14.1K	2026-04-17
StoneX Group Inc.	CLOSED	0	19,800	-19,800	-100%	$5.3K	$0	-$5.3K	2026-05-14
Tower Research Capital LLC (TRC)	CLOSED	0	8,920	-8,920	-100%	$2.4K	$0	-$2.4K	2026-05-15
SBI Securities Co., Ltd.	CLOSED	0	2,578	-2,578	-100%	$689	$0	-$689	2026-04-28
Bank of America Corp	CLOSED	0	398	-398	-100%	$106	$0	-$106	2026-05-18
Focus Partners Wealth	DECREASED	0	1,642,857	-1,642,857	-100%	$1.3M	$1.1M	-$274.3K	2026-05-15
Vanguard Group Inc	DECREASED	0	1,080,357	-1,080,357	-100%	$288.5K	$0	-$288.5K	2026-05-14

Showing 35 of 35 institutions