Ownership Summary
According to SEC filings for the period ending September 2025, XCel Brands, Inc. (NASDAQ:XELB) is held by 10 institutional firms.
- The percentage of XCel Brands owned by institutions changed from 16.0% in June 2025 to 16.2% in September 2025, marking a slight up trend.
- Institutional share ownership changed by 56.76% QoQ, while the number of institutional owners saw a decrease of 47.37% YoY.
- During the quarter, 5 institutions bought more XCel Brands shares, 1 sold shares, and 4 of the 10 total investors held their position steady.
- The total number of shares held by institutions in XCel Brands increased to 445.90K as of September 2025, a net change of up by 161.45K shares quarter on quarter, and up 4.42K shares year over year.
- Summit Trail Advisors, LLC's holding of 330.95K shares as of September 30, 2025 makes it the primary institutional investor in XCel Brands, owning 12.01% of the stock.
- Among the most significant buyers of XCel Brands during September 2025 were Summit Trail Advisors, LLC (94.70K), CITADEL ADVISORS LLC (49.84K), DRW Securities, LLC (17.38K), Tower Research Capital LLC (TRC) (324), BANK OF AMERICA CORP /DE/ (12).
- Leading sellers of XCel Brands stock in September 2025 included GEODE CAPITAL MANAGEMENT, LLC (808).
- The top 10 institutional holders of XCel Brands for the quarter ending September 2025 included Summit Trail Advisors, LLC (330.95K), CITADEL ADVISORS LLC (49.84K), DRW Securities, LLC (17.38K), JB CAPITAL PARTNERS LP (15.00K), VANGUARD GROUP INC (11.32K), GEODE CAPITAL MANAGEMENT, LLC (10.34K), Quinn Opportunity Partners LLC (10.00K), MORGAN STANLEY (700), Tower Research Capital LLC (TRC) (346), BANK OF AMERICA CORP /DE/ (24).