Xcel Brands Inc (XELB) Ownership

1.19 ↑0.00 (0.00%)
As of July 5, 2022, 1:14pm EST.

Institutional Ownership

Summit Trail Advisors, LLC is the biggest individual institutional holder of Xcel Brands Inc (XELB), owning a total of 1.6 million shares. Combined, the top 96 institutional holders of XELB own 51.39% of the company with a total of 10 million shares.

In the latest ownership report, the top 96 institutional holders have increased their combined ownership of XELB by 2.3 million shares, a 18.53% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Summit Trail Advisors, LLC8.410%5.973%1,645,83892,7642022-03-31
Summit Trail Advisors, LLC7.941%7.313%1,553,074105,8332021-12-31
Summit Trail Advisors, LLC7.399%322.878%1,447,2411,105,0052021-09-30
Potomac Capital Management, Inc.2.976%43.667%582,392177,0152022-03-31
Potomac Capital Management, Inc.2.073%0.000%405,377405,3772021-12-31
Vanguard Group Inc1.824%36.297%360,47295,9972022-03-31
Summit Trail Advisors, LLC1.751%0.000%342,236342,2362021-06-30
Vanguard Group Inc1.369%61.411%264,475100,6232021-03-31
Vanguard Group Inc1.354%0.000%264,47502021-06-30
Vanguard Group Inc1.352%0.000%264,47502021-12-31
Vanguard Group Inc1.352%0.000%264,47502021-09-30
Bridgeway Capital Management, LLC0.769%49.900%150,20050,0002021-06-30
M&T Bank Corp0.542%0.000%104,83302020-12-31
M&T Bank Corp0.537%0.000%104,83302021-06-30
M&T Bank Corp0.536%0.000%104,83302021-09-30
Bridgeway Capital Management, LLC0.519%81.522%100,20045,0002021-03-31
Bridgeway Capital Management, LLC0.507%-33.955%99,200-51,0002021-09-30
Bridgeway Capital Management, LLC0.507%0.000%99,20002021-12-31
Bridgeway Capital Management, LLC0.502%0.000%99,20002022-03-31
Renaissance Technologies Corp0.467%-55.411%90,152-112,0342021-03-31
Weber Alan W0.466%0.000%90,00002020-12-31
Jb Capital Partners LP0.395%0.000%76,30276,3022021-03-31
Miramar Capital, LLC0.359%0.000%71,00071,0002022-03-31
Renaissance Technologies Corp0.339%23.048%66,20012,4002021-12-31
Perritt Capital Management Inc.0.324%0.000%62,60002021-03-31
Perritt Capital Management Inc.0.320%0.000%62,60002021-06-30
Perritt Capital Management Inc.0.320%0.000%62,60002021-09-30
Legacy Advisors, LLC0.315%0.000%60,79202021-03-31
Legacy Advisors, LLC0.311%0.000%60,79202021-06-30
Perritt Capital Management Inc.0.292%16.129%57,6008,0002022-03-31
Veritable, L.P.0.283%43.939%55,33616,8922021-12-31
Veritable, L.P.0.280%0.000%55,33602022-03-31
Renaissance Technologies Corp0.275%0.186%53,8001002021-09-30
Renaissance Technologies Corp0.275%-40.434%53,700-36,4522021-06-30
Geode Capital Management, LLC0.257%0.000%50,35402021-12-31
Geode Capital Management, LLC0.257%9.065%50,3544,1852021-09-30
Geode Capital Management, LLC0.255%0.000%50,35402022-03-31
Perritt Capital Management Inc.0.254%-20.767%49,600-13,0002021-12-31
Geode Capital Management, LLC0.236%10.239%46,1694,2882021-06-30
Citadel Advisors Llc0.221%201.860%43,17528,8722021-09-30
Geode Capital Management, LLC0.217%0.000%41,88102020-12-31
Veritable, L.P.0.197%156.293%38,44423,4442021-09-30
TWO SIGMA SECURITIES, LLC0.175%209.765%34,16423,1352021-12-31
Renaissance Technologies Corp0.155%-53.857%30,547-35,6532022-03-31
Acadian Asset Management LLC0.150%0.000%28,94528,9452021-03-31
Citadel Advisors Llc0.149%0.000%28,73128,7312021-03-31
BlackRock Inc0.128%2.647%25,0156452021-12-31
BlackRock Inc0.127%7,800.320%24,88624,5712021-06-30
State Street Corporation0.112%1.857%22,1034032022-03-31
State Street Corporation0.111%0.000%21,70021,7002021-06-30
State Street Corporation0.111%0.000%21,70002021-09-30
State Street Corporation0.111%0.000%21,70002021-12-31
XTX Topco Ltd0.095%0.000%18,55018,5502021-06-30
Millennium Management LLC0.080%0.000%15,51015,5102021-03-31
Jb Capital Partners LP0.077%-80.341%15,000-61,3022021-06-30
Veritable, L.P.0.077%0.000%15,00015,0002021-06-30
Jb Capital Partners LP0.077%0.000%15,00002021-09-30
Jb Capital Partners LP0.077%0.000%15,00002021-12-31
Jb Capital Partners LP0.076%0.000%15,00002022-03-31
Citadel Advisors Llc0.073%-50.218%14,303-14,4282021-06-30
Virtu Financial LLC0.071%0.000%13,85413,8542021-09-30
TWO SIGMA SECURITIES, LLC0.056%0.000%11,02911,0292021-09-30
Tower Research Capital LLC0.049%113.589%9,6355,1242021-12-31
Morgan Stanley - Brokerage Accounts0.026%100.000%5,0002,5002021-03-31
Tower Research Capital LLC0.023%68.888%4,5111,8402021-09-30
Tower Research Capital LLC0.014%265.390%2,6711,9402021-06-30
UBS Group AG0.013%0.000%2,5942,5942022-03-31
Advisor Group Holdings, Inc.0.010%0.000%2,0002,0002022-03-31
Bank of America Corp0.009%1.078%1,781192021-06-30
Bank of America Corp0.009%1.732%1,762302021-03-31
Bank of America Corp0.009%-2.751%1,732-492021-09-30
Tower Research Capital LLC0.004%-91.142%731-7,5212021-03-31
Morgan Stanley - Brokerage Accounts0.003%0.000%6426422022-03-31
Tower Research Capital LLC0.003%-94.655%515-9,1202022-03-31
BlackRock Inc0.002%0.000%3153152021-03-31
Aspire Private Capital, LLC0.001%0.000%2002002021-06-30
UBS Group AG0.001%0.000%1581582021-06-30
Wells Fargo & Co0.000%7.143%4532021-03-31
Wells Fargo & Co0.000%0.000%4002022-03-31
Wells Fargo & Co0.000%2.564%4012021-12-31
Wells Fargo & Co0.000%0.000%4502021-06-30
Wells Fargo & Co0.000%-13.333%39-62021-09-30
Legacy Advisors, LLC0.000%-100.000%0-60,7922021-09-30
XTX Topco Ltd0.000%-100.000%0-18,5502021-12-31
Virtu Financial LLC0.000%-100.000%0-24,0292021-03-31
UBS Group AG0.000%-100.000%0-6,1862020-12-31
Aspire Private Capital, LLC0.000%-100.000%0-2002021-09-30
TWO SIGMA SECURITIES, LLC0.000%-100.000%0-34,1642022-03-31
Bank of America Corp0.000%-100.000%0-1,7322021-12-31
Acadian Asset Management LLC0.000%-100.000%0-28,9452021-06-30
BlackRock Investment Management, LLC0.000%-100.000%0-1,4062021-12-31
Citadel Advisors Llc0.000%-100.000%0-43,1752021-12-31
M&T Bank Corp0.000%-100.000%0-104,8332021-12-31
Morgan Stanley - Brokerage Accounts0.000%-100.000%0-5,0002021-06-30
Millennium Management LLC0.000%-100.000%0-15,5102021-06-30
Virtu Financial LLC0.000%-100.000%0-13,8542021-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Xcel Brands Inc (XELB), owning a total of 247 thousand shares. Combined, the top 148 mutual fund holders of XELB own 28.21% of the company with a total of 5.5 million shares.

In the latest ownership report, the top 148 mutual funds have increased their combined ownership of XELB by 186 thousand shares, a 3.27% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.265%63.383%247,45395,9972022-02-28
Vanguard Total Stock Mkt Idx Inv1.265%0.000%247,45302022-03-31
Vanguard Total Stock Mkt Idx Inv1.264%0.000%247,45302022-04-30
Vanguard Total Stock Mkt Idx Inv1.252%0.000%247,45302022-05-31
Vanguard Total Stock Mkt Idx Inv0.784%0.000%151,45602021-06-30
Vanguard Total Stock Mkt Idx Inv0.775%0.000%151,45602021-07-31
Vanguard Total Stock Mkt Idx Inv0.775%0.000%151,45602021-08-31
Vanguard Total Stock Mkt Idx Inv0.775%0.000%151,45602021-09-30
Vanguard Total Stock Mkt Idx Inv0.774%0.000%151,45602021-10-31
Vanguard Total Stock Mkt Idx Inv0.774%0.000%151,45602021-11-30
Vanguard Total Stock Mkt Idx Inv0.774%0.000%151,45602021-12-31
Vanguard Total Stock Mkt Idx Inv0.774%0.000%151,45602022-01-31
Bridgeway Ultra-Small Company Market0.645%65.790%126,00050,0002021-06-30
Vanguard Extended Market Index Investor0.585%0.000%113,01902021-06-30
Vanguard Extended Market Index Investor0.578%0.000%113,01902021-07-31
Vanguard Extended Market Index Investor0.578%0.000%113,01902021-08-31
Vanguard Extended Market Index Investor0.578%0.000%113,01902021-09-30
Vanguard Extended Market Index Investor0.578%0.000%113,01902021-10-31
Vanguard Extended Market Index Investor0.578%0.000%113,01902021-11-30
Vanguard Extended Market Index Investor0.578%0.000%113,01902021-12-31
Vanguard Extended Market Index Investor0.578%0.000%113,01902022-01-31
Vanguard Extended Market Index Investor0.578%0.000%113,01902022-02-28
Vanguard Extended Market Index Investor0.578%0.000%113,01902022-03-31
Vanguard Extended Market Index Investor0.578%0.000%113,01902022-04-30
Vanguard Extended Market Index Investor0.572%0.000%113,01902022-05-31
Bridgeway Ultra-Small Company Market0.393%49.020%76,00025,0002021-03-31
Bridgeway Ultra-Small Company Market0.384%-40.476%75,000-51,0002021-09-30
Bridgeway Ultra-Small Company Market0.384%0.000%75,00002021-12-31
Bridgeway Ultra-Small Company Market0.383%0.000%75,00002022-03-31
Fidelity® Extended Market Index0.217%0.000%41,88102021-05-31
Fidelity® Extended Market Index0.217%0.000%41,88102021-06-30
Fidelity® Extended Market Index0.214%0.000%41,88102021-07-31
Fidelity® Extended Market Index0.214%0.000%41,88102021-08-31
Fidelity® Extended Market Index0.214%0.000%41,88102021-09-30
Fidelity® Extended Market Index0.214%0.000%41,88102021-10-31
Fidelity® Extended Market Index0.214%0.000%41,88102021-11-30
Fidelity® Extended Market Index0.214%0.000%41,88102021-12-31
Fidelity® Extended Market Index0.214%0.000%41,88102022-01-31
Fidelity® Extended Market Index0.214%0.000%41,88102022-02-28
Fidelity® Extended Market Index0.214%0.000%41,88102022-03-31
Fidelity® Extended Market Index0.212%0.000%41,88102022-04-30
iShares Micro-Cap ETF0.119%0.000%22,92302021-06-30
iShares Micro-Cap ETF0.119%-0.560%22,923-1292021-07-28
iShares Micro-Cap ETF0.119%0.000%22,92302021-07-30
iShares Micro-Cap ETF0.118%0.000%23,05202021-12-29
iShares Micro-Cap ETF0.118%0.000%23,05202021-12-31
iShares Micro-Cap ETF0.117%0.000%22,92302021-11-30
iShares Micro-Cap ETF0.117%0.000%22,79402021-10-29
iShares Micro-Cap ETF0.115%-0.569%22,536-1292022-01-31
iShares Micro-Cap ETF0.115%0.000%22,40702021-08-31
iShares Micro-Cap ETF0.115%0.000%22,40702021-09-30
iShares Micro-Cap ETF0.114%0.000%22,27802022-02-28
SSgA U.S. Extended Market Index Class I0.112%0.000%21,70021,7002021-06-30
State St US Extended Mkt Indx NL Cl C0.112%0.000%21,70002021-06-30
State St US Extended Mkt Indx NL Cl C0.112%0.000%21,70002021-07-31
iShares Micro-Cap ETF0.112%0.000%21,89102022-03-30
iShares Micro-Cap ETF0.112%0.000%21,89102022-03-31
iShares Micro-Cap ETF0.111%0.000%21,76202022-04-28
iShares Micro-Cap ETF0.111%0.000%21,76202022-04-29
State St US Extended Mkt Indx NL Cl C0.111%0.000%21,70002021-08-31
SSgA U.S. Extended Market Index Class I0.111%0.000%21,70002021-09-30
State St US Extended Mkt Indx NL Cl C0.111%0.000%21,70002021-09-30
State St US Extended Mkt Indx NL Cl C0.111%0.000%21,70002021-10-31
State St US Extended Mkt Indx NL Cl C0.111%0.000%21,70002021-11-30
SSgA U.S. Extended Market Index Class I0.111%0.000%21,70002021-12-31
State St US Extended Mkt Indx NL Cl C0.111%0.000%21,70002021-12-31
State St US Extended Mkt Indx NL Cl C0.111%0.000%21,70002022-01-31
State St US Extended Mkt Indx NL Cl C0.111%0.000%21,70002022-02-28
SSgA U.S. Extended Market Index Class I0.111%0.000%21,70002022-03-31
State St US Extended Mkt Indx NL Cl C0.111%0.000%21,70002022-03-31
State St US Extended Mkt Indx NL Cl C0.111%0.000%21,70002022-04-30
iShares Micro-Cap ETF0.110%0.000%21,76202022-05-31
State St US Extended Mkt Indx NL Cl C0.110%0.000%21,70002022-05-31
Bridgeway Omni Tax-Managed Sm-Cp Val N0.104%0.000%20,00020,0002021-03-31
Bridgeway Omni Tax-Managed Sm-Cp Val N0.102%0.000%20,00002021-06-30
Bridgeway Omni Tax-Managed Sm-Cp Val N0.102%0.000%20,00002021-09-30
Bridgeway Omni Tax-Managed Sm-Cp Val N0.102%0.000%20,00002021-12-31
Bridgeway Omni Tax-Managed Sm-Cp Val N0.102%0.000%20,00002022-03-31
DFA US Small Cap I0.042%0.000%8,1008,1002021-07-31
DFA US Small Cap I0.042%0.000%8,10002021-08-31
Northern Trust Extended Eq Market Idx0.039%0.000%7,43602021-06-30
NT Ext Equity Mkt Idx Fd - L0.039%0.000%7,43602021-06-30
Northern Trust Extended Eq Market Idx0.038%0.000%7,43602021-09-30
NT Ext Equity Mkt Idx Fd - L0.038%0.000%7,43602021-09-30
Northern Trust Extended Eq Market Idx0.038%0.000%7,43602021-12-31
NT Ext Equity Mkt Idx Fd - L0.038%0.000%7,43602021-12-31
Northern Trust Extended Eq Market Idx0.038%0.000%7,43602022-03-31
NT Ext Equity Mkt Idx Fd - L0.038%0.000%7,43602022-03-31
SSgA U.S. Total Market Index Strategy0.036%7.178%7,0034692021-09-30
SSgA U.S. Total Market Index Strategy0.034%0.000%6,5346,5342021-06-30
SSgA U.S. Total Market Index Strategy0.033%-7.826%6,454-5482021-12-31
SSgA U.S. Total Market Index Strategy0.033%-0.558%6,418-362022-03-31
Fidelity® NASDAQ Composite Index®0.022%0.000%4,2884,2882021-06-30
Fidelity® NASDAQ Composite Index®0.022%0.000%4,28802021-07-31
Fidelity® NASDAQ Composite Index®0.022%0.000%4,28802021-08-31
Fidelity® NASDAQ Composite Index®0.022%0.000%4,28802021-09-30
Fidelity® NASDAQ Composite Index®0.022%0.000%4,28802021-10-31
Fidelity® NASDAQ Composite Index®0.022%0.000%4,28802021-11-30
Fidelity® NASDAQ Composite Index®0.022%0.000%4,28802021-12-31
Fidelity® NASDAQ Composite Index®0.022%0.000%4,28802022-01-31
Fidelity® NASDAQ Composite Index®0.022%0.000%4,28802022-02-28
Fidelity® NASDAQ Composite Index®0.022%0.000%4,28802022-03-31
Fidelity® NASDAQ Composite Index®0.022%0.000%4,28802022-04-30
Fidelity® Series Total Market Index0.021%0.000%4,1854,1852021-08-31
Fidelity® Series Total Market Index0.021%0.000%4,18502021-09-30
Fidelity® Series Total Market Index0.021%0.000%4,18502021-10-31
Fidelity® Series Total Market Index0.021%0.000%4,18502021-11-30
Fidelity® Series Total Market Index0.021%0.000%4,18502021-12-31
Fidelity® Series Total Market Index0.021%0.000%4,18502022-01-31
Fidelity® Series Total Market Index0.021%0.000%4,18502022-02-28
Fidelity® Series Total Market Index0.021%0.000%4,18502022-03-31
Fidelity® Series Total Market Index0.021%0.000%4,18502022-04-30
1290 VT Micro Cap K0.009%0.000%1,6481,6482021-06-30
1290 VT Micro Cap K0.008%0.000%1,64802021-07-31
1290 VT Micro Cap K0.008%0.000%1,64802021-08-31
1290 VT Micro Cap K0.008%0.000%1,64802021-09-30
1290 VT Micro Cap K0.008%0.000%1,64802021-10-31
1290 VT Micro Cap K0.008%0.000%1,64802021-11-30
1290 VT Micro Cap K0.008%0.000%1,64802021-12-31
1290 VT Micro Cap K0.008%0.000%1,64802022-01-31
1290 VT Micro Cap K0.008%0.000%1,64802022-02-28
1290 VT Micro Cap K0.008%0.000%1,64802022-03-31
1290 VT Micro Cap K0.008%0.000%1,64802022-04-30
1290 VT Micro Cap K0.008%0.000%1,64802022-05-31
USAA Extended Market Index0.007%-3.030%1,312-412021-03-31
USAA Extended Market Index0.007%-2.515%1,279-332021-06-30
USAA Extended Market Index0.006%-3.675%1,232-472021-09-30
DFA Tax-Managed US Targeted Value0.005%0.000%1,00902021-08-31
Dimensional US Targeted Value ETF0.005%0.000%1,00902021-08-31
DFA Tax-Managed US Targeted Value0.005%25.000%9451892021-07-28
DFA Tax-Managed US Targeted Value0.005%0.000%94502021-07-30
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502021-06-30
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502021-07-28
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502021-07-30
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502021-08-31
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502021-09-30
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502021-10-29
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502021-11-30
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502021-12-29
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502021-12-31
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502022-01-31
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502022-02-28
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502022-03-30
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502022-03-31
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502022-04-28
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502022-04-29
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502022-05-27
iShares Core S&P Total US Stock Mkt ETF0.002%0.000%31502022-06-29

Discussions

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SayMyName

$XELB low volume today isn’t necessarily a bad thing

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HousewifeTrader

$XELB we all speculate but nobody knows what going to happen.

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