Xcel BrandsXELB

13F holders, Q4 2025 (December 31)
10holders +1
3new positions
3sold out
$1.08avg. 13F price*

At the end of Q4 2025, 10 institutions reported holding Xcel Brands Inc. (XELB) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 3 sold out. The largest holders were Potomac Capital Management, Inc. ($441K), Summit Trail Advisors, LLC ($357K) and DRW Securities, LLC ($37K).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$45K
Exits3$125K

All 13F filers, Q3 2025 → Q4 2025: 71,517 shares bought and 71,160 shares sold, net +357 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

Potomac Capital Management, Inc. 0.37% — 408,400 $441K
Summit Trail Advisors, LLC 0.01% No change 330,950 $357K
DRW Securities, LLC 0.00% Add +98.1% 34,434 $37K
Two Sigma Investments, LP 0.00% New 26,742 $29K
Two Sigma Securities, LLC 0.00% New 13,558 $15K
Geode Capital Management, LLC 0.00% Add +8.6% 11,234 $12K
Morgan Stanley 0.00% Add +1328.6% 10,000 $11K
Tower Research Capital LLC (TRC) 0.00% Add +687.9% 2,726 $3K
UBS Group AG 0.00% New 1,593 $2K
Bank of America Corp. 0.00% Add +4.2% 25 $27

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