XCel Brands, Inc. (XELB) Institutional Ownership

Institutions by Trading Activity

3,918,993Shares Outstanding

839,662Shares held by institutions

$1,696,117Value of institutional holdings

21.43%Institutional ownership %

133.39%Shares Changed QoQ

10No. of institutional investors

XCel Brands, Inc. (NASDAQ:XELB) appears in 10 institutional 13F filings for the quarter ending December 2025.

These investors held 21.4% of outstanding shares in December 2025, up from 11.4% in September 2025.
They increased total shares held in XCel Brands by 133.39% from last quarter, and the number of investors in XELB decreased 50.0% annually.
Activity in XELB broke down as 8 buyers, 1 sellers, and 1 unchanged among 10 total holders.
The aggregate institutional position in XCel Brands amounted to 839.66K shares as of December 2025, up by 479.89K shares quarter on quarter, and down 3.92Mn shares year over year.
Potomac Capital Management, Inc. is the top holder of XCel Brands as of December 31, 2025, with 408.4K shares representing 10.42% of outstanding stock.
The most significant purchases of XELB for the quarter ending December 2025 came from GEODE CAPITAL MANAGEMENT, LLC (46.64K), CITADEL ADVISORS LLC (43.51K), VANGUARD CAPITAL MANAGEMENT LLC (7.78K), Summit Trail Advisors, LLC (486).
Top sellers of XELB stock for the quarter ending December 2025 included TWO SIGMA INVESTMENTS, LP (9.64K), UBS Group AG (1.12K).
Business Quant data shows the 8 biggest positions in XCel Brands as of December 2025 are held by 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).

839,662 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