XCel Brands, Inc. (XELB) Institutional Ownership

Institutions by Trading Activity

3,918,993Shares Outstanding

876,577Shares held by institutions

$1,941,618Value of institutional holdings

22.37%Institutional ownership %

11.11%Shares Changed QoQ

8No. of institutional investors

XCel Brands, Inc. (NASDAQ:XELB) showed up in the 13F filings of 10 institutional investors as of December 2025.

These investors held 21.4% of outstanding shares in December 2025, up from 11.4% in September 2025.
Their total shares held in XELB increased 133.39% from the prior quarter, while the number of investors in XCel Brands decreased 50.0% year over year.
Activity in XELB broke down as 8 buyers, 1 sellers, and 1 unchanged among 10 total holders.
In total, institutional investors held 839.66K shares in XCel Brands as of December 2025, up by 479.89K shares quarter on quarter, and down 3.92Mn shares year over year.
As of December 31, 2025, Potomac Capital Management, Inc. held the largest stake in XCel Brands with 408.4K shares, accounting for 10.42% of total shares outstanding.
Top purchasers of XELB stock for the quarter ending December 2025 included GEODE CAPITAL MANAGEMENT, LLC (46.64K), CITADEL ADVISORS LLC (43.51K), VANGUARD CAPITAL MANAGEMENT LLC (7.78K), Summit Trail Advisors, LLC (486).
Leading sellers of XCel Brands shares for the quarter ending December 2025 were TWO SIGMA INVESTMENTS, LP (9.64K), UBS Group AG (1.12K).
According to Business Quant data, leading holders of XELB for December 2025 are Potomac Capital Management, Inc. (408.4K), Summit Trail Advisors, LLC (331.44K), GEODE CAPITAL MANAGEMENT, LLC (57.87K), CITADEL ADVISORS LLC (43.51K), TWO SIGMA INVESTMENTS, LP (17.1K), Morgan Stanley (10.0K), VANGUARD CAPITAL MANAGEMENT LLC (7.78K), UBS Group AG (478).

876,577 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Potomac Capital Management, Inc.	31 Mar, 2026	408,400	0	0.00%	$633,020.00
Potomac Capital Management, Inc.	31 Mar, 2026	408,400	408,400	0.00%	$441,072.00
Summit Trail Advisors, LLC	31 Mar, 2026	331,436	486	0.15%	$513,726.00
Summit Trail Advisors, LLC	31 Mar, 2026	330,950	0	0.00%	$357,426.00
GEODE CAPITAL MANAGEMENT, LLC	31 Mar, 2026	57,869	46,635	415.12%	$89,700.00
CITADEL ADVISORS LLC	31 Mar, 2026	43,513	43,513	0.00%	$67,445.00
DRW Securities, LLC	31 Mar, 2026	34,434	17,053	98.11%	$37,188.00
TWO SIGMA INVESTMENTS, LP	31 Mar, 2026	26,742	26,742	0.00%	$28,881.00
TWO SIGMA INVESTMENTS, LP	31 Mar, 2026	17,105	-9,637	-36.04%	$26,513.00
TWO SIGMA SECURITIES, LLC	31 Mar, 2026	13,558	13,558	0.00%	$14,643.00
GEODE CAPITAL MANAGEMENT, LLC	31 Mar, 2026	11,234	890	8.60%	$12,135.00
Morgan Stanley	31 Mar, 2026	10,000	0	0.00%	$15,500.00
Morgan Stanley	31 Mar, 2026	10,000	9,300	1,328.57%	$10,800.00
VANGUARD CAPITAL MANAGEMENT LLC	31 Mar, 2026	7,776	7,776	0.00%	$12,053.00
Tower Research Capital LLC (TRC)	31 Mar, 2026	2,726	2,380	687.86%	$2,944.00
UBS Group AG	31 Mar, 2026	1,593	1,593	0.00%	$1,720.00
UBS Group AG	31 Mar, 2026	478	-1,115	-69.99%	$741.00
Bank Of America Corp /De/	31 Mar, 2026	25	-23	-47.92%	$27.00