Security key
98400M101
- Security type / class
- Equity / COM NEW
- Total 13F shares
- 3,041,336
- Total 13F value
- $3,588,000
- Share change
- +21,889
- SEC-reported price per share
- $1.18
- Number of holders
- 12
- Value change
- -$1,461,069
- Number of buys
- 5
- Number of sells
- 7
Report period
Q2 2022
Institutions
12
Top holders
10
XELB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
XCel Brands, Inc. SEC filings
XCel Brands, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 98400M101
Recent filing periods:
Ownership snapshot
Top reported holders of XELB - XCel Brands, Inc. - COM NEW (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Summit Trail Advisors, LLC
Disclosed value leader
Summit Trail Advisors, LLC
Comparable rows
0/15
Latest evidence
31 Mar 2022
13F
Highest disclosed value: $2,452,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Summit Trail Advisors, LLC has the largest disclosed position value at $2.45M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Summit Trail Advisors, LLC's linked filing trail.
Disclosed position value
Top 5
Summit Trail Advisors, LLC
$2.45M
OSAIC HOLDINGS, INC.
$1.48M
Potomac Capital Management, Inc.
$868K
VANGUARD GROUP INC
$537K
BRIDGEWAY CAPITAL MANAGEMENT, LLC
$148K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC |
13F
Company
|
—
denominator unverified
|
$2,452,000
1,645,838 shares
|
— | 31 Mar 2022 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
—
denominator unverified
|
$1,480,000
2,000 shares
|
— | 31 Mar 2022 |
| Potomac Capital Management, Inc. |
13F
Company
|
—
denominator unverified
|
$868,000
582,392 shares
|
— | 31 Mar 2022 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$537,000
360,472 shares
|
— | 31 Mar 2022 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$148,000
99,200 shares
|
— | 31 Mar 2022 |
| Miramar Capital, LLC |
13F
Company
|
—
denominator unverified
|
$106,000
71,000 shares
|
— | 31 Mar 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
12
Shares
3,041,336
Rows available
12
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2022 vs Q3 2025 Across Filers
Q3 2025 holders
1
Q2 2022 holders
12
Holder diff
11
| Investor | Q3 2025 Shares | Q2 2022 Shares | Share Diff | Share Chg % | Q3 2025 value | Q2 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend