Xcel BrandsXELB

13F holders, Q1 2025 (March 31)
8holders
$2.82avg. 13F price*

At the end of Q1 2025, 8 institutions reported holding Xcel Brands Inc. (XELB) in their 13F filings. The largest holders were Summit Trail Advisors, LLC ($553K), Perritt Capital Management Inc ($179K) and Vanguard Group Inc. ($107K).

Company
Xcel Brands Inc.
CUSIP
98400M200
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2025: 8Q1 2025Q2 2025: 11Q2 2025Q3 2025: 9Q3 2025Q4 2025: 10Q4 2025Q1 2026: 8Q1 2026Q2 2026: 11Q2 2026

Total Exit/New Position Q1 2025

InstitutionsTotal Value
New Positions1$28K
Exits0$0

Ownership 8 holders

Summit Trail Advisors, LLC 0.02% Reduce -20.0% 196,250 $553K
Perritt Capital Management Inc 0.10% Add +3.1% 63,592 $179K
Vanguard Group Inc. 0.00% Reduce -16.9% 37,865 $107K
Quinn Opportunity Partners LLC 0.00% New 10,000 $28K
Tower Research Capital LLC (TRC) 0.00% Add +183.0% 1,634 $5K
Morgan Stanley 0.00% No change 700 $2K
Bank of America Corp. 0.00% Add +3.1% 10 $28
JPMorgan Chase & Co. 0.00% Reduce -37.5% 2 $6

"% of holder's portfolio" is XELB's weight in each manager's 13F, not the share of Xcel Brands Inc. the manager owns.