Security key
98400M200
XCel Brands, Inc. - Common Stock, $0.001 par value per share (XELB)
CUSIP: 98400M200
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / Common Stock, $0.001 par value per share
- Total 13F shares
- 752,943
- Total 13F value
- $1,355,301
- Share change
- -123,634
- SEC-reported price per share
- $1.80
- Number of holders
- 11
- Value change
- -$222,545
- Number of buys
- 6
- Number of sells
- 3
- Shares outstanding
- 5,853,914
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
11
Top holders
10
XELB full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
XCel Brands, Inc. SEC filings
XCel Brands, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 98400M200
Recent filing periods:
Ownership snapshot
Top reported holders of XELB - XCel Brands, Inc. - Common Stock, $0.001 par value per share (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
Loren Robert W. D.
Disclosed value leader
Loren Robert W. D.
Comparable rows
10/15
Latest evidence
20 Apr 2026
13D/G
13F
3/4/5
Lead comparable stake: 19%
5 rows are not safely comparable across share classes.
13D/G row: Loren Robert W. D.
Showing 1-6 of 15 holder rows.
Quick read
Loren Robert W. D. leads the comparable SEC ownership view at 19%.
10 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 Loren Robert W. D.'s linked filing trail.
Comparable ownership
Top 5
Loren Robert W. D.
19%
Potomac Capital Management, Inc.
10%
Mark DiSanto
7.4%
Summit Trail Advisors, LLC
5.7%
GEODE CAPITAL MANAGEMENT, LLC
0.99%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Loren Robert W. D. |
13D/G
Robert W. D'Loren
|
19%
|
$1,613,111
911,362 shares
|
$0 | 01 Aug 2025 |
| Potomac Capital Management, Inc. |
13D/G
13F
Paul J. Solit · Company
|
10%
|
$795,336
584,806 shares
|
+$238,620 | 31 Dec 2025 |
| Mark DiSanto |
13D/G
3/4/5
Director
|
7.4%
|
$541,886
354,174 shares
|
$0 | 01 Aug 2025 |
| Summit Trail Advisors, LLC |
13F
Company
|
5.7%
|
$513,726
331,436 shares
|
— | 31 Mar 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.99%
|
$89,700
57,869 shares
|
— | 31 Mar 2026 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.74%
|
$67,445
43,513 shares
|
— | 31 Mar 2026 |
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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
11
Shares
752,943
Rows available
11
| 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 2026 vs Q1 2026 Across Filers
Q1 2026 holders
8
Q2 2026 holders
11
Holder diff
3
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend