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Mobix Labs Inc (MOBX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Vanguard Capital Wealth Advisors
UNCHANGED
Shares203,774 from 203,774
Change0 (0%)
Value$172.7K (-$255.3K)
Filed 2026-10-16
UBS Group AG
INCREASED
Shares154,298 from 92,934
Change+61,364 (+66%)
Value$130.7K (-$64.5K)
Filed 2026-11-10
Asset Management One Co., Ltd.
NEW
Shares149,942
Change+149,942
Value$127.0K
Filed 2026-10-27
Geode Capital Management, LLC
DECREASED
Shares103,414 from 111,880
Change-8,466 (-8%)
Value$87.6K (-$147.3K)
Filed 2026-11-06
Alessandra Capital Management, LLC
UNCHANGED
Shares68,789 from 68,789
Change0 (0%)
Value$58.3K (-$86.2K)
Filed 2026-10-30
StoneX Group Inc.
NEW
Shares19,965
Change+19,965
Value$27.8K
Filed 2026-11-03
Krilogy Financial LLC
UNCHANGED
Shares10,201 from 10,201
Change0 (0%)
Value$8.0K (-$13.5K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$1.4K (-$2.1K)
Filed 2026-10-05
SBI Securities Co., Ltd.
INCREASED
Shares805 from 698
Change+107 (+15%)
Value$682 (-$784)
Filed 2026-10-22
Allworth Financial LP
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$1.2K ($0)
Filed 2026-11-06
Harbour Investments, Inc.
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$393 (-$581)
Filed 2026-11-09
Fortitude Family Office, LLC
NEW
Shares413
Change+413
Value$350
Filed 2026-10-14
Barclays PLC
DECREASED
Shares5 from 217
Change-212 (-98%)
Value$4 (-$452)
Filed 2026-11-06
Avion Wealth
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 ($0)
Filed 2026-11-04
Citigroup Inc
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$36)
Filed 2026-11-04
Wolverine Asset Management LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$2)
Filed 2026-11-02
Vanguard Capital Management LLC
N/A
Shares— from 459,158
Change-459,158 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 160,720
Change-160,720 (-100%)
Value—
State Street Corp
N/A
Shares— from 52,630
Change-52,630 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 52,049
Change-52,049 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 34,045
Change-34,045 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 33,072
Change-33,072 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 25,231
Change-25,231 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 21,825
Change-21,825 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 19,373
Change-19,373 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 15,527
Change-15,527 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 150
Change-150 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 52
Change-52 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
Vanguard Capital Wealth Advisors
UNCHANGED203,774203,77400%$427.9K$172.7K-$255.3K2026-10-16
UBS Group AG
INCREASED154,29892,934+61,364+66%$195.2K$130.7K-$64.5K2026-11-10
Asset Management One Co., Ltd.
NEW149,942—+149,942——$127.0K—2026-10-27
Geode Capital Management, LLC
DECREASED103,414111,880-8,466-8%$235.0K$87.6K-$147.3K2026-11-06
Alessandra Capital Management, LLC
UNCHANGED68,78968,78900%$144.5K$58.3K-$86.2K2026-10-30
StoneX Group Inc.
NEW19,965—+19,965——$27.8K—2026-11-03
Krilogy Financial LLC
UNCHANGED10,20110,20100%$21.4K$8.0K-$13.5K2026-10-13
MassMutual Private Wealth & Trust, FSB
UNCHANGED1,7001,70000%$3.6K$1.4K-$2.1K2026-10-05
SBI Securities Co., Ltd.
INCREASED805698+107+15%$1.5K$682-$7842026-10-22
Allworth Financial LP
UNCHANGED55555500%$1.2K$1.2K$02026-11-06
Harbour Investments, Inc.
UNCHANGED46446400%$974$393-$5812026-11-09
Fortitude Family Office, LLC
NEW413—+413——$350—2026-10-14
Barclays PLC
DECREASED5217-212-98%$456$4-$4522026-11-06
Avion Wealth
CLOSED0203-203-100%$0$0$02026-11-04
Citigroup Inc
CLOSED017-17-100%$36$0-$362026-11-04
Wolverine Asset Management LLC
CLOSED01-1-100%$2$0-$22026-11-02
Vanguard Capital Management LLC
N/A—459,158-459,158-100%$964.2K———
Jane Street Group, LLC
N/A—160,720-160,720-100%$337.5K———
State Street Corp
N/A—52,630-52,630-100%$110.5K———
Vanguard Fiduciary Trust Co
N/A—52,049-52,049-100%$109.3K———
BlackRock, Inc.
N/A—34,045-34,045-100%$71.5K———
Virtu Financial LLC
N/A—33,072-33,072-100%$69———
Bank of America Corp
N/A—25,231-25,231-100%$53.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—21,825-21,825-100%$45.8K———
Northern Trust Corp
N/A—19,373-19,373-100%$40.7K———
Mariner, LLC
N/A—15,527-15,527-100%$32.6K———
Wells Fargo & Company
N/A—150-150-100%$315———
Arax Advisory Partners
N/A—52-52-100%$109———
HM Payson & Co
N/A—20-20-100%$42———
Showing 29 of 29 institutions