XELB Institutional Ownership
Who owns XCel Brands, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 11 funds reported holding XELB at Jun 30, 2026, together owning 11.5% of the company.
- ▲6 buying vs 3 selling
- ▼Held by funds -1.9 pts
- ▲Funds holding +3
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 11 | 8 | +37.5% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 753K | 877K | −14.1% |
| Held by funds | 11.5% | 13.4% | −1.9 pts |
| New positions | 3 | 1 | +200.0% |
| Increased | 3 | 2 | +50.0% |
| Reduced | 3 | 2 | +50.0% |
| Sold out | 0 | 4 | −100.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in XELB
All superinvestors →
Who owns XELB
share of fund held shares- Index and passive funds11.0%
- Active managers and hedge funds85.8%
- Banks and brokers3.1%
- Pensions, insurers and other0.0%
The top 10 holders own 100.0% of all XELB shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
2 funds changed their position- SBI Securities Co., Ltd.New+3 sh
- Caitong International Asset Management Co., LtdTrimmed−1 sh
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Summit Trail Advisors, LLC | 5.05% | 331K | $597K | 0 |
| 2 | Potomac Capital Management, Inc. | 3.81% | 250K | $450K | −158K |
| 3 | Citadel Advisors LLC | 0.74% | 48K | $87K | +4,780 |
| 4 | Geode Capital Management, LLC | 0.42% | 28K | $50K | −30K |
| 5 | Vanguard Capital Management LLC | 0.42% | 28K | $50K | +20K |
| 6 | Vanguard Fiduciary Trust Co | 0.42% | 27K | $49K | +27K |
| 7 | Two Sigma Investments, LP | 0.25% | 17K | $30K | −587 |
| 8 | Susquehanna International Group, LLP | 0.18% | 12K | $22K | +12K |
| 9 | Morgan Stanley | 0.15% | 10K | $18K | 0 |
| 10 | UBS Group AG | 0.03% | 1,675 | $3K | +1,197 |
- Vanguard Fiduciary Trust Co+27K sh+$49K
- Vanguard Capital Management LLC+20K sh+$36K
- Susquehanna International Group, LLP+12K sh+$22K
- Citadel Advisors LLC+4,780 sh+$9K
- UBS Group AG+1,197 sh+$2K
- Caitong International Asset Management Co., Ltd+2 sh+$4
- Potomac Capital Management, Inc.−158K sh−$285K
- Geode Capital Management, LLC−30K sh−$54K
- Two Sigma Investments, LP−587 sh−$1K
XELB institutional ownership FAQ
Who owns the most XELB stock?
In Q2 2026 13F filings the largest holder of XELB was Summit Trail Advisors, LLC, followed by Potomac Capital Management, Inc. and Citadel Advisors LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of XELB is owned by institutions?
Funds that file 13F reports held 11.5% of XELB's shares at Jun 30, 2026, compared with 13.4% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying XELB?
In Q2 2026, 6 funds bought XELB (3 of them new positions) and 3 sold (0 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for XELB is bullish.
What is XELB's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this XELB ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.