Latest Period
Q2 2026
Security Snapshot
XCel Brands, Inc. - Common Stock, $0.001 par value per share (XELB) Institutional Ownership
CUSIP: 98400M200
13F Institutional Holders and Ownership History from Q1 2025 to Q2 2026
Institutions Reporting
11
Shares (Excl. Options)
752,943
Price
$1.80
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock, $0.001 par value per share
- Symbol
- XELB on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 752,943
- Total 13F value
- $1,355,301
- Portfolio coverage rank
- 0%
- Share change
- -123,634
- Value change
- -$222,545
- Number of holders
- 11
- Shares outstanding
- 5,853,914
- SEC-reported price per share
- $1.29
- Insider filing price
- $1.29
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- XELB - XCel Brands, Inc. - Common Stock, $0.001 par value per share is tracked under CUSIP 98400M200.
- 11 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 8 to 11 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,358,698 to $1,355,301.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 11 institutions filings for Q2 2026.
Security key
98400M200
Latest holder period
Q2 2026
13F holders
11
13D/G owners
3
CIK / CUSIP context first
Open Q2 2026 holders
XELB full holder history
XCel Brands, Inc. SEC filings
XCel Brands, Inc. company facts
XCel Brands, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 98400M200:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
XELB
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| D LOREN ROBERT W | 19% | $1,613,111 | 911,362 | Robert W. D'Loren | 01 Aug 2025 | |||
| Potomac Capital Management, Inc. | 10% | +15% | $795,336 | +$238,620 | 584,806 | +43% | Paul J. Solit | 31 Dec 2025 |
| DiSanto Mark | 7.4% | $541,886 | 354,174 | Mark DiSanto | 01 Aug 2025 |
As of 30 Jun 2026, 11 institutional investors reported holding 752,943 shares of XCel Brands, Inc. - Common Stock, $0.001 par value per share (XELB). This represents 13% of the company’s total 5,853,914 outstanding shares.
13F concentration
Top 11 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
13%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 5.7% | 331,436 | 0% | 0.01% | $596,585 |
| Potomac Capital Management, Inc. | 4.3% | 250,058 | -39% | 0.33% | $450,104 |
| CITADEL ADVISORS LLC | 0.82% | 48,293 | +11% | 0% | $86,927 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.48% | 27,817 | -52% | 0% | $50,075 |
| VANGUARD CAPITAL MANAGEMENT LLC | 0.47% | 27,759 | +257% | 0% | $49,966 |
| VANGUARD FIDUCIARY TRUST CO | 0.47% | 27,400 | 0% | $49,320 | |
| TWO SIGMA INVESTMENTS, LP | 0.28% | 16,518 | -3.4% | 0% | $29,732 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.2% | 11,985 | 0% | $21,573 | |
| MORGAN STANLEY | 0.17% | 10,000 | 0% | 0% | $18,000 |
| UBS Group AG | 0.03% | 1,675 | +250% | 0% | $3,015 |
| Caitong International Asset Management Co., Ltd | 0% | 2 | 0% | $4 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q2 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 752,943 | $1,355,301 | -$222,545 | $1.80 | 11 |
| 2026 Q1 | 876,577 | $1,358,698 | +$69,018 | $1.55 | 8 |
| 2025 Q4 | 839,662 | $906,836 | -$48,005 | $1.08 | 10 |
| 2025 Q3 | 430,905 | $758,396 | +$104,390 | $1.76 | 9 |
| 2025 Q2 | 368,770 | $667,478 | +$106,268 | $1.81 | 11 |
| 2025 Q1 | 310,053 | $874,349 | +$874,349 | $2.82 | 8 |