Xcel Brands Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUMMIT TRAIL ADVISORS, LLC | 08/11/2026 | 331.44 K | $596.59 K | 0.00% | 5.38% |
| POTOMAC CAPITAL MANAGEMENT, INC. | 08/14/2026 | 250.06 K | $450.10 K | -38.77% | 4.06% |
| CITADEL ADVISORS LLC | 09/02/2026 | 48.29 K | $86.93 K | 10.99% | 0.78% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 27.82 K | $50.08 K | -51.93% | 0.45% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 27.76 K | $49.97 K | 256.98% | 0.45% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 27.40 K | $49.32 K | 100.00% | 0.44% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 16.52 K | $29.73 K | -3.43% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 11.99 K | $21.57 K | 100.00% | 0.19% |
| MORGAN STANLEY | 08/13/2026 | 10.00 K | $18.00 K | 0.00% | 0.16% |
| UBS GROUP AG | 08/13/2026 | 1.68 K | $3.02 K | 250.42% | 0.03% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 2 | $4 | 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:
Summit Trail Advisors, LLC: 331,436
Potomac Capital Management, Inc.: 250,058
CITADEL ADVISORS LLC: 48,293
GEODE CAPITAL MANAGEMENT, LLC: 27,817
VANGUARD CAPITAL MANAGEMENT LLC: 27,759
VANGUARD FIDUCIARY TRUST CO: 27,400
12.22% of Xcel Brands Inc stock is owned by institutional investors.
Institutional investors have bought a total of 1.07 M shares in the last 24 months. This purchase volume represents approximately $1.56 M in transactions.