Latest Period
Q1 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 Q1 2026
Institutions Reporting
8
Shares (Excl. Options)
876,577
Price
$1.55
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- Security type / class
- Equity / Common Stock, $0.001 par value per share
- Symbol
- XELB on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 876,577
- Total 13F value
- $1,358,698
- Portfolio coverage rank
- 0%
- Share change
- +29,139
- Value change
- +$69,018
- Number of holders
- 8
- Shares outstanding
- 5,853,914
- SEC-reported price per share
- $1.59
- Insider filing price
- $1.59
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.
- 8 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 10 to 8 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $906,836 to $1,358,698.
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 8 institutions filings for Q1 2026.
Security key
98400M200
Latest holder period
Q1 2026
13F holders
8
13D/G owners
3
CIK / CUSIP context first
Open Q1 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 31 Mar 2026, 8 institutional investors reported holding 876,577 shares of XCel Brands, Inc. - Common Stock, $0.001 par value per share (XELB). This represents 15% of the company’s total 5,853,914 outstanding shares.
13F concentration
Top 12 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
15%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Potomac Capital Management, Inc. | 7% | 408,400 | 0% | 0.55% | $633,020 |
| Summit Trail Advisors, LLC | 5.7% | 331,436 | +0.15% | 0.01% | $513,726 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.99% | 57,869 | +415% | 0% | $89,700 |
| CITADEL ADVISORS LLC | 0.74% | 43,513 | 0% | $67,445 | |
| TWO SIGMA INVESTMENTS, LP | 0.29% | 17,105 | -36% | 0% | $26,513 |
| MORGAN STANLEY | 0.17% | 10,000 | 0% | 0% | $15,500 |
| VANGUARD CAPITAL MANAGEMENT LLC | 0.13% | 7,776 | 0% | 0% | $12,053 |
| UBS Group AG | 0.01% | 478 | -70% | 0% | $741 |
| Tower Research Capital LLC (TRC) | 0% | 0 | -100% | $0 | |
| TWO SIGMA SECURITIES, LLC | 0% | 0 | -100% | $0 | |
| DRW Securities, LLC | 0% | 0 | -100% | $0 | |
| BANK OF AMERICA CORP /DE/ | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
5
Latest
Q1 2026
Rows shown
1-5 of 5
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |