Institutional Ownership
Xcel Brands Inc
CUSIP 98400M200COMXELBQ1 2026
Institutional Holders
7
13F filers
Shares Held
868.8K
Aggregate institutional
Institutional Value
$1.35M
Q1 2026
Net New Holders
-3
1 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased2
Sold out4
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Potomac Capital Management, Inc. | 408.4K | $633.0K | 0 | Held |
| 2 | Summit Trail Advisors, LLC | 331.4K | $513.7K | +486 | Added |
| 3 | Geode Capital Management, LLC | 57.9K | $89.7K | +46.6K | Added |
| 4 | Citadel Advisors LLC | 43.5K | $67.4K | +43.5K | New |
| 5 | Two Sigma Investments, LP | 17.1K | $26.5K | −9.6K | Reduced |
| 6 | Morgan Stanley | 10.0K | $15.5K | 0 | Held |
| 7 | Ubs Group AG | 478 | $741 | −1.1K | Reduced |