Security key
98420U802
XWELL, Inc. - Common Stock, $0.01 par value (XWEL)
CUSIP: 98420U802
Q1 2026 13F Holders as of 31 Mar 2026
- Security type / class
- Equity / Common Stock, $0.01 par value
- Total 13F shares
- 376,489
- Total 13F value
- $432,980
- Share change
- +51,420
- SEC-reported price per share
- $1.15
- Number of holders
- 17
- Value change
- +$112,211
- Number of buys
- 6
- Number of sells
- 8
- Shares outstanding
- 8,489,891
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2026
Institutions
17
Top holders
10
XWEL full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2026
Previous quarter: Q4 2025
XWELL, Inc. SEC filings
XWELL, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 98420U802
Recent filing periods:
Ownership snapshot
Top reported holders of XWEL - XWELL, Inc. - Common Stock, $0.01 par value (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
Bruce Bernstein
Disclosed value leader
Bruce Bernstein
Comparable rows
15/15
Latest evidence
18 Mar 2026
13D/G
3/4/5
13F
Lead comparable stake: 6.9%
13D/G row: Bruce Bernstein
Showing 1-6 of 15 holder rows.
Quick read
Bruce Bernstein leads the comparable SEC ownership view at 6.9%.
15 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 Bruce Bernstein's linked filing trail.
Comparable ownership
Top 5
Bruce Bernstein
6.9%
McCabe James Joseph III
5.5%
American Ventures LLC, Series XXI...
5%
Ezra Ernst
2.4%
BlackRock, Inc.
0.97%
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 |
|---|---|---|---|---|---|
| Bruce Bernstein |
13D/G
3/4/5
Director
|
6.9%
|
$602,556
602,556 shares
|
$0 | 15 Nov 2025 |
| McCabe James Joseph III |
13D/G
|
5.5%
|
$149,930
319,000 shares
|
$0 | 24 Feb 2026 |
| American Ventures LLC, Series XXIV XWELL |
13D/G
|
5%
|
$411,944
302,900 shares
|
$0 | 18 Mar 2026 |
| Ezra Ernst |
3/4/5
President and CEO
|
2.4%
|
$94,531
201,130 shares
|
— | 27 Feb 2026 |
| BlackRock, Inc. |
13F
Company
|
0.97%
|
$38,105
82,693 shares
|
— | 31 Dec 2025 |
| VANGUARD GROUP INC |
13F
Company
|
0.91%
|
$35,915
77,073 shares
|
— | 31 Dec 2025 |
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 Q1 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
17
Shares
376,489
Rows available
17
| 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 Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
18
Q1 2026 holders
17
Holder diff
-1
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend