Xcel Brands Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| POTOMAC CAPITAL MANAGEMENT, INC. | 05/14/2026 | 408.40 K | $633.02 K | 0.00% | 6.92% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 331.44 K | $513.73 K | 0.15% | 5.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 57.87 K | $89.70 K | 415.12% | 0.98% |
| CITADEL ADVISORS LLC | 05/15/2026 | 43.51 K | $67.45 K | 100.00% | 0.74% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 17.11 K | $26.51 K | -36.04% | 0.29% |
| MORGAN STANLEY | 05/15/2026 | 10.00 K | $15.50 K | 0.00% | 0.17% |
| 05/15/2026 | 7.78 K | $12.05 K | 100.00% | 0.13% | |
| UBS GROUP AG | 05/05/2026 | 478 | $741 | -69.99% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| DRW SECURITIES, LLC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Xcel Brands Inc institutional Ownership - FAQ's
During the previous two years, 16 institutional investors and hedge funds held shares of Xcel Brands Inc. The most heavily invested institutionals were:
Potomac Capital Management, Inc.: 408,400
Summit Trail Advisors, LLC: 331,436
GEODE CAPITAL MANAGEMENT, LLC: 57,869
CITADEL ADVISORS LLC: 43,513
TWO SIGMA INVESTMENTS, LP: 17,105
MORGAN STANLEY: 10,000
14.85% of Xcel Brands Inc stock is owned by institutional investors.
Institutional investors have bought a total of 1.18 M shares in the last 24 months. This purchase volume represents approximately $1.73 M in transactions.