Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in XWEL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC | 82K | $94K | β | 1.348% | 0.00% |
| 2 | BlackRock, Inc. | 82K | $94K | -0.9% | 1.345% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 68K | $78K | +48.0% | 1.108% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 51K | $59K | β | 0.842% | 0.00% |
| 5 | VANGUARD FIDUCIARY TRUST CO | 23K | $27K | β | 0.384% | 0.00% |
| 6 | MORGAN STANLEY | 22K | $25K | +710.3% | 0.359% | 0.00% |
| 7 | STATE STREET CORP | 16K | $19K | 0.0% | 0.265% | 0.00% |
| 8 | UBS Group AG | 12K | $14K | +63515.8% | 0.198% | 0.00% |
| 9 | Integrated Wealth Concepts LLC | 10K | $12K | +0.0% | 0.170% | 0.00% |
| 10 | Tower Research Capital LLC (TRC) | 5K | $5K | -2.3% | 0.074% | 0.00% |
| 11 | CITIGROUP INC | 3K | $3K | -68.3% | 0.042% | 0.00% |
| 12 | Vanguard Global Advisers, LLC | 2K | $3K | β | 0.039% | 0.00% |
| 13 | Allworth Financial LP | 66 | $76 | 0.0% | 0.001% | 0.00% |
| 14 | Activest Wealth Management | 50 | $58 | 0.0% | 0.001% | 0.00% |
| 15 | Strategic Wealth Partners, Ltd. | 97 | $45 | β | 0.002% | 0.00% |
| 16 | ADVISOR GROUP HOLDINGS, INC. | 26 | $29 | 0.0% | 0.000% | 0.00% |
| 17 | SBI Securities Co., Ltd. | 15 | $17 | 0.0% | 0.000% | 0.00% |
| 18 | Bogart Wealth, LLC | 3 | $3 | β | 0.000% | 0.00% |
| 19 | Caitong International Asset Management Co., Ltd | 2 | $2 | β | 0.000% | 0.00% |
| 20 | ROYAL BANK OF CANADA | 1 | $0 | 0.0% | 0.000% | 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 XWEL β a direct measure of their conviction.
Filings activity in XWEL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new XWEL position in Q1 2026
Institutions that fully closed their XWEL position in Q1 2026
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 | 20 | +0.0% | 5.87% | +0.15 pp | $0M | +2.7% |
| Q4 2025 | 20 | +11% | 5.72% | +2.17 pp | $0M | +61% |
| Q3 2025 | 18 | +5.9% | 3.55% | +0.21 pp | $0M | +6.3% |
| Q2 2025 | 17 | 5.6% | 3.34% | 0.39 pp | $0M | 10% |
| Q1 2025 | 18 | +13% | 3.73% | 2.94 pp | $0M | 44% |
| Q4 2024 | 16 | 11% | 6.67% | 2.89 pp | $0M | 30% |
| Q3 2024 | 18 | +29% | 9.56% | +2.97 pp | $1M | +45% |
| Q2 2024 | 14 | β | 6.59% | β | $0M | 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 XWEL stock.
Based on Q1 2026 13F filings, institutional ownership of XWELL, Inc. stands at 5.9%, held across 20 reporting institutions.
JANE STREET GROUP, LLC is the largest reported institutional holder of XWEL, with approximately 82,160 shares worth $0.00B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of XWEL, including JANE STREET GROUP, LLC.
Our composite Smart Money Score for XWEL is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
7 institutions opened new positions in XWEL during Q1 2026, while 7 fully exited. 11 added to existing positions and 1 trimmed.
XWEL institutional ownership rose by 0.15 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 98.6% of all reported 13F value in XWEL, 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.
XWELL, Inc. (XWEL) Institutional Ownership