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Security record · archived quarter

MOBX

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
14Tracked holders
0Δ holders
4.86MShares held
$2.18MReported value
+1New positions
−1Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.8% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 12 -3 1.01M $2.12M +3 −6
Q1 2026 15 +1 4.82M $2.66M +4 −3
Q4 2025 14 0 4.86M $2.18M +1 −1
Q3 2025 4 0 1.55M $1.25M
Q2 2025 3 0 949.64K $726,658
Q1 2025 2 -1 369.27K $329,789 −1
Q4 2024 3 0 373.98K $635,960 +1 −1
Q3 2024 2 -1 240.81K $255,363 −1
Q2 2024 3 286.01K $469,214
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Focus Partners Wealth 1.64M $1.32M 0.0% n/c 1 SEC ↗
2 The Vanguard Group (passive) 1.08M 0.0% $288,455 0.0% Held 3 SEC ↗
3 The Vanguard Group (passive) 1.08M 0.0% $288,455 0.0% Held 3 SEC ↗
4 UBS Group AG 827.96K $220,248 0.0% n/c 1 SEC ↗
5 UBS Group AG 827.96K $220,248 0.0% n/c 1 SEC ↗
6 Geode Capital Management (passive) 426.20K +17.2% $113,948 0.0% ▲ Add 7 SEC ↗
7 Geode Capital Management (passive) 426.20K +17.2% $113,948 0.0% ▲ Add 7 SEC ↗
8 Jane Street Group, Llc 256.49K $68,559 0.0% n/c 1 SEC ↗
9 Citadel Advisors 189.73K New $50,715 0.0% New 1 SEC ↗
10 Mariner, LLC 135.45K $36,207 0.0% n/c 1 SEC ↗
11 State Street Global Advisors (passive) 118.80K +56.7% $31,755 0.0% ▲ Add 5 SEC ↗
12 Toronto Dominion Bank 101.86K $27,197 0.0% n/c 1 SEC ↗
13 Northern Trust Corp 75.41K $20,157 0.0% n/c 1 SEC ↗
14 Wells Fargo & Company/Mn 1.00K $267 0.0% n/c 1 SEC ↗
15 UBS AM, a distinct business unit of… 899 $240 0.0% n/c 1 SEC ↗
16 Bank Of America Corp /De/ 398 $106 0.0% n/c 1 SEC ↗
17 Bank Of America Corp /De/ 398 $106 0.0% n/c 1 SEC ↗
18 Citigroup Inc 1 $0 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $50,715 0.0%

Exited

Morgan Stanley $21,953 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 13 holders, 1.24M shares, $151,294 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API