XCel Brands XELB Institutional Ownership

NASDAQ XELB

$0.71 +0.01 (+1.21%)

As of: Oct 1, 2026 · 3:59 PM EDT

Institutions by Trading Activity

11 Institutions

Increased 6 54.5%

Unchanged 2 18.2%

Reduced 3 27.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

12.22%

▼-13.29 pp QoQ

Shares Held by Institutions

752.94K

of 6.16Mn outstanding

▼-14.10% QoQ

Shares Outstanding

6.16Mn

5.41Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+3 vs prior quarter

Net Shares Added (QoQ)

-123.63K

distributed since last quarter

Value of Holdings

$527.06K

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

XCel Brands, Inc. (NASDAQ:XELB) showed up in the 13F filings of 11 institutional investors as of June 2026.

Collectively, these holders controlled 12.2% of XCel Brands's outstanding shares in June 2026, down from 25.5% in March 2026.
They decreased total shares held in XCel Brands by -14.1% from last quarter, and the number of investors in XELB decreased 8.33% annually.
Of these 11 funds, 6 grew their exposure to XCel Brands, 3 cut back, and 2 maintained positions.
Altogether, these fund groups held 752.94K shares in XELB by June 2026, down by 123.63K shares quarter on quarter, and up 369.87K shares year over year.
Summit Trail Advisors, LLC is the top holder of XCel Brands as of June 30, 2026, with 331.44K shares representing 5.38% of outstanding stock.
Leading buyers of XCel Brands shares for the quarter ending June 2026 were VANGUARD FIDUCIARY TRUST CO (27.4K), VANGUARD CAPITAL MANAGEMENT LLC (19.98K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (11.98K), CITADEL ADVISORS LLC (4.78K), UBS Group AG (1.2K).
The largest sellers of XCel Brands for the quarter ending June 2026 were Potomac Capital Management, Inc. (158.34K), GEODE CAPITAL MANAGEMENT, LLC (30.05K), TWO SIGMA INVESTMENTS, LP (587).
XCel Brands's 10 largest shareholders as of June 2026 include Summit Trail Advisors, LLC (331.44K), Potomac Capital Management, Inc. (250.06K), CITADEL ADVISORS LLC (48.29K), GEODE CAPITAL MANAGEMENT, LLC (27.82K), VANGUARD CAPITAL MANAGEMENT LLC (27.76K), VANGUARD FIDUCIARY TRUST CO (27.4K), TWO SIGMA INVESTMENTS, LP (16.52K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (11.98K), Morgan Stanley (10.0K), UBS Group AG (1.68K) per Business Quant data.

Form 13F Holdings

11 Institutional Holders

Report period 30 Jun, 2026

Total shares held 752.94K

Of outstanding 12.22%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Summit Trail Advisors, LLC	0001698478	331,436	5.38%	0	0.00%	$596.59K
2	Potomac Capital Management, Inc.	0001418746	250,058	4.06%	▼158,342	-38.77%	$450.10K
3	CITADEL ADVISORS LLC	0001423053	48,293	0.78%	▲4,780	+10.99%	$86.93K
4	GEODE CAPITAL MANAGEMENT, LLC	0001214717	27,817	0.45%	▼30,052	-51.93%	$50.08K
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	27,759	0.45%	▲19,983	+256.98%	$49.97K
6	VANGUARD FIDUCIARY TRUST CO	0000933478	27,400	0.44%	▲27,400	0.00%	$49.32K
7	TWO SIGMA INVESTMENTS, LP	0001179392	16,518	0.27%	▼587	-3.43%	$29.73K
8	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	11,985	0.19%	▲11,985	0.00%	$21.57K
9	Morgan Stanley	0000895421	10,000	0.16%	0	0.00%	$18.00K
10	UBS Group AG	0001610520	1,675	0.03%	▲1,197	+250.42%	$3.02K
11	Caitong International Asset Management Co., Ltd	0001963355	2	0.00%	▲2	0.00%	$4