Who Owns Xcel Brands Stock?
NASDAQ: XELBMiscellaneousMulti-Sector CompaniesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
After hours: 0.6053 +0.88%
Ownership breakdown
- Held by institutions
- 11.54%
- Held by insiders
- 34.77%
- Institutional holders
- 12
- Institutions 11.5%
- Insiders 34.8%
- Public and other 53.7%
Who owns Xcel Brands stock?
Institutional investors own about 11.5% of Xcel Brands's shares, spread across 12 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 34.77% of XELB.
The largest institutional holders are Summit Trail Advisors, LLC (5.05%), Potomac Capital Management, Inc. (3.81%) and Citadel Advisors Llc (0.74%). Together, the top 10 institutions control 11.5% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their XELB positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of XELB
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Summit Trail Advisors, LLC | 331.44K | 5.05% | 0.0% |
| Potomac Capital Management, Inc. | 250.06K | 3.81% | -38.8% |
| Citadel Advisors Llc | 48.29K | 0.74% | +11.0% |
| Geode Capital Management, LLC | 27.82K | 0.42% | -51.9% |
| Vanguard Capital Management LLC | 27.76K | 0.42% | +257.0% |
| Vanguard Fiduciary Trust Co | 27.40K | 0.42% | +100.0% |
| Two Sigma Investments, LP | 16.52K | 0.25% | -3.4% |
| Susquehanna International Group, LLP | 11.98K | 0.18% | +100.0% |
| Morgan Stanley | 10.00K | 0.15% | 0.0% |
| UBS Group AG | 1.68K | 0.03% | +250.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of XELB
| Fund | Shares | % Held |
|---|---|---|
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 22.55K | 0.34% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 10.85K | 0.17% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 4.13K | 0.06% |
| Dimensional ETF Trust-Dimensional US Core Equity 1 ETF | 1.68K | 0.03% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio | 300 | 0.00% |
| Dimensional ETF Trust-Dimensional US Core Equity 2 ETF | 109 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Xcel Brands?
Summit Trail Advisors, LLC is the largest institutional shareholder of XELB, owning 5.05% of shares outstanding (331.44K shares) as of its latest 13F filing.
What percentage of Xcel Brands is owned by institutions?
Institutions own about 11.5% of XELB shares and 17.7% of the public float.
How much of Xcel Brands do insiders own?
Insiders, such as officers and directors, own about 34.77% of XELB shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.