13F reference period
Q3 2026
Security Snapshot
XCel Brands, Inc. - Common Stock, par value $0.001 per share (XELB) Institutional Ownership
CUSIP: 98400M200
13F Institutional Holders and Ownership History from Q1 2025 to Q3 2026
Institutions Reporting
5
Shares (Excl. Options)
711.93K
Full value: 711,933 · shares · 30 Sep 2026Price
$0.70
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / Common Stock, par value $0.001 per share
- Symbol
- XELB on Nasdaq
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 711,933
- Total 13F value
- $498,354
- Portfolio coverage rank
- 0%
- Share change
- +368,899
- Value change
- +$247,229
- Number of holders
- 5
- Shares outstanding
- 6,909,475
- SEC-reported price per share
- $0.45
- Insider filing price
- $0.45
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
Filing notes and source
Key facts
- XELB - XCel Brands, Inc. - Common Stock, par value $0.001 per share is tracked under CUSIP 98400M200.
- 5 institutions reported positions in Q3 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 11 to 5 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$1.36M
Full value: $1,355,301 · USD · 30 Jun 2026.$498.35K
Full value: $498,354 · USD · 30 Sep 2026
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 5 institutions filings for Q3 2026.
Security key
98400M200
13F reference period
Q3 2026
13F holders
5
13D/G owners
4
CIK / CUSIP context first
Open Q3 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
4
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 |
| Link Jeffrey Sanford | 8% | $368,524 | 552,758 | Jeffrey Sanford Link | 16 Oct 2026 | |||
| DiSanto Mark | 7.4% | $541,886 | 354,174 | Mark DiSanto | 01 Aug 2025 |
As of 30 Sep 2026,
5
institutional investors reported holding
shares of
XCel Brands, Inc. - Common Stock, par value $0.001 per share (XELB).
This represents
10%
of the company’s total
outstanding shares.
711.93K
Full value: 711,933 · shares · 30 Sep 20266.91M
Full value: 6,909,475 · shares · Stored outstanding share count13F concentration
Top 6 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
10%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Potomac Capital Management, Inc. | 9.1% | 630,058 | +152% | 0.35% | $441,041 |
| VANGUARD CAPITAL MANAGEMENT LLC | 0.4% | 27,759 | 0% | 0% | $19,431 |
| VANGUARD FIDUCIARY TRUST CO | 0.4% | 27,400 | 0% | 0% | $19,180 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.39% | 26,713 | -4% | 0% | $18,700 |
| SBI Securities Co., Ltd. | 0% | 3 | 0% | $2 | |
| MORGAN STANLEY | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
7
Headline period
Q3 2026
Rows shown
1-7 of 7
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 711,933 | $498,354 | +$247,229 | $0.70 | 5 |
| 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 |