XCel Brands, Inc. - Common Stock, $0.001 par value per share (XELB) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q3 2025

Type / Class
Equity / Common Stock, $0.001 par value per share
Symbol
XELB on Nasdaq
Shares outstanding
4,759,884
Price per share
$1.23
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
430,905
Total reported value
$758,396
% of total 13F portfolios
0%
Share change
+62,135
Value change
+$104,390
Number of holders
9
Price from insider filings
$1.23
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of XCel Brands, Inc. - Common Stock, $0.001 par value per share (XELB) based on Schedule 13D/G filings

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. 8.6% +29% $720,456 +$163,858 409,350 +29% Paul J. Solit 30 Sep 2025
DiSanto Mark 7.4% $541,886 354,174 Mark DiSanto 01 Aug 2025

As of 30 Sep 2025, 9 institutional investors reported holding 430,905 shares of XCel Brands, Inc. - Common Stock, $0.001 par value per share (XELB). This represents 9.1% of the company’s total 4,759,884 outstanding shares.

Institutional Holders of XCel Brands, Inc. - Common Stock, $0.001 par value per share (XELB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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