Xcel BrandsXELB

13F holders, Q1 2026 (March 31)
8holders −2
1new positions
4sold out
1famous investor
$1.55avg. 13F price*

At the end of Q1 2026, 8 institutions reported holding Xcel Brands Inc. (XELB) in their 13F filings, down 2 from Q4 2025. 1 opened new positions and 4 sold out. The largest holders were Potomac Capital Management, Inc. ($633K), Summit Trail Advisors, LLC ($514K) and Geode Capital Management, LLC ($90K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$67K
Exits4$55K

All 13F filers, Q4 2025 → Q1 2026: 90,634 shares bought and 61,495 shares sold, net +29,139 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Potomac Capital Management, Inc. 0.55% No change 408,400 $633K
Summit Trail Advisors, LLC 0.01% Add +0.1% 331,436 $514K
Geode Capital Management, LLC 0.00% Add +415.1% 57,869 $90K
Citadel Advisors 0.00% New 43,513 $67K
Two Sigma Investments, LP 0.00% Reduce -36.0% 17,105 $27K
Morgan Stanley 0.00% No change 10,000 $16K
Vanguard Capital Management LLC 0.00% — 7,776 $12K
UBS Group AG 0.00% Reduce -70.0% 478 $741

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