Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in XELB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Potomac Capital Management, Inc. | 408K | $633K | 0.0% | 8.502% | 0.55% |
| 2 | Summit Trail Advisors, LLC | 331K | $514K | +0.1% | 6.899% | 0.01% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 58K | $90K | +415.1% | 1.205% | 0.00% |
| 4 | CITADEL ADVISORS LLC | 44K | $67K | β | 0.906% | 0.00% |
| 5 | TWO SIGMA INVESTMENTS, LP | 17K | $27K | -36.0% | 0.356% | 0.00% |
| 6 | MORGAN STANLEY | 10K | $16K | 0.0% | 0.208% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 8K | $12K | β | 0.162% | 0.00% |
| 8 | UBS Group AG | 478 | $741 | -70.0% | 0.010% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in XELB β a direct measure of their conviction.
Filings activity in XELB during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 8 | 11% | 15.50% | +5.58 pp | $1M | +56% |
| Q4 2025 | 9 | +0.0% | 9.92% | +1.32 pp | $1M | +15% |
| Q3 2025 | 9 | 31% | 8.60% | +0.68 pp | $1M | +8.6% |
| Q2 2025 | 13 | +18% | 7.92% | 3.01 pp | $1M | 28% |
| Q1 2025 | 11 | 45% | 10.93% | 16.43 pp | $1M | 60% |
| Q4 2024 | 20 | +5.3% | 27.36% | 10.31 pp | $2M | 27% |
| Q3 2024 | 19 | +5.6% | 37.67% | +7.45 pp | $3M | +25% |
| Q2 2024 | 18 | β | 30.22% | β | $3M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying XELB stock.
Based on Q1 2026 13F filings, institutional ownership of Xcel Brands, Inc. stands at 15.5%, held across 8 reporting institutions.
Potomac Capital Management, Inc. is the largest reported institutional holder of XELB, with approximately 408,400 shares worth $0.00B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of XELB, including CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for XELB is 58 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
2 institutions opened new positions in XELB during Q1 2026, while 3 fully exited. 4 added to existing positions and 2 trimmed.
XELB institutional ownership rose by 5.58 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 100.0% of all reported 13F value in XELB, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Xcel Brands, Inc. (XELB) Institutional Ownership