XELB Institutional Ownership & Shareholders
XCEL BRANDS INC (XELB) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Summit Trail Advisors, Llc is currently the largest disclosed institutional shareholder of XELB tracked by InsiderSet, reporting ownership valued at approximately $596,585 in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $124,553.649, representing an estimated loss of -79.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed XELB value among the investors covered in this analysis. Major shareholders include Summit Trail Advisors, Llc, Potomac Capital Management, Inc., Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in XCEL BRANDS INC (XELB).
This page ranks the largest institutional XELB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
12
Total Reported Value
$1.36M
Largest Holder
Summit Trail Advisors, Llc
Largest Position
$596,585
Insider Transactions (90d)
22
Latest Filing Quarter
Q2 2026
New Institutional Positions
17
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Summit Trail Advisors, Llc | 0.01% | 331,436 | $596,585 | $124,554 | -$472,031 | -79.12% | |
| Potomac Capital Management, Inc. | 0.33% | 250,058 | $450,104 | $93,972 | -$356,132 | -79.12% | |
| Citadel Advisors Llc | 0.00% | 48,293 | $86,927 | $18,149 | -$68,778 | -79.12% | |
| Geode Capital Management, Llc | 0.00% | 27,817 | $50,075 | $10,454 | -$39,621 | -79.12% | |
| Vanguard Capital Management Llc | 0.00% | 27,759 | $49,966 | $10,432 | -$39,534 | -79.12% | |
| Vanguard Fiduciary Trust Co | 0.00% | 27,400 | $49,320 | $10,297 | -$39,023 | -79.12% | |
| Two Sigma Investments, Lp | 0.00% | 16,518 | $29,732 | $6,207 | -$23,525 | -79.12% | |
| Susquehanna International Group, Llp | 0.00% | 11,985 | $21,573 | $4,504 | -$17,069 | -79.12% | |
| Morgan Stanley | 0.00% | 10,000 | $18,000 | $3,758 | -$14,242 | -79.12% | |
| Ubs Group Ag | 0.00% | 1,675 | $3,015 | $629 | -$2,386 | -79.12% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 2 | $4 | $1 | -$3 | -81.21% | |
| Sbi Securities Co., Ltd. | 0.00% | 3 | $2 | $1 | -$1 | -43.63% |
Frequently asked questions about XELB
Who are the largest institutional holders of XELB?
The largest institutional holders of XELB reported in the latest SEC Form 13F filings include Summit Trail Advisors, Llc, Potomac Capital Management, Inc., Citadel Advisors Llc, Geode Capital Management, Llc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported XELB position.
What is XELB institutional ownership?
This page tracks XELB positions reported by institutional investment managers through SEC Form 13F. XCEL BRANDS INC (XELB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XELB?
InsiderSet currently tracks 12 institutional managers reporting XELB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XELB shareholders.
How much XELB stock do institutions own?
Institutional investment managers disclosed approximately $1.36M in XELB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XELB institutional ownership last updated?
The latest XELB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XELB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XELB position after the reporting date.
Are institutions buying or selling XELB?
Institutional buying and selling can be analyzed by comparing XELB positions across consecutive 13F reporting periods. InsiderSet's XELB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XELB ownership changes.
How has XELB institutional ownership changed over time?
InsiderSet tracks XELB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.