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Who owns XELBWhat XELB owns — n/a

Who owns XCel Brands, Inc.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.

Institutional ownership of XELB from SEC Form 13F filings across 10 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 10 institutions disclosed 752,941 shares of XCel Brands, Inc. worth $1.4M — about 12.2% of shares outstanding; the largest disclosed holder is Summit Trail Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

10

13F holders

$1.4M

value, 2026 filers

12.2%

of shares outstanding (752,941 sh)

2

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of XELB's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Summit Trail Advisors, LLC331,436$596,5850.0%5.4%0.0%
2Potomac Capital Management, Inc.250,058$450,1040.3%4.1%-38.8%
3CITADEL ADVISORS LLC48,293$86,9270.0%0.8%+11.0%
4GEODE CAPITAL MANAGEMENT, LLC27,817$50,0750.0%0.5%-51.9%
5VANGUARD CAPITAL MANAGEMENT LLC27,759$49,9660.0%0.5%+78.5%
6VANGUARD FIDUCIARY TRUST CONEW27,400$49,3200.0%0.4%new
7TWO SIGMA INVESTMENTS, LP16,518$29,7320.0%0.3%-3.4%
8SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW11,985$21,5730.0%0.2%new
9MORGAN STANLEY10,000$18,0000.0%0.2%0.0%
10UBS Group AG1,675$3,0150.0%0%+250.4%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.