13FBOX
XCEL BRANDS INC · 13F Institutional Holdings
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X

XCEL BRANDS INC

XELB
Institutions
11
Combined AUM (Q2 2026)
$1.4M
Combined Shares (Q2 2026)
752,943
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+74,647
7 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-188,981
3 · 0 Exit · ≈
⚖️ Net
-114,334
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.4M
Institutions
11
New Buys
3
Adds
4
Reduces
3
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Summit Trail Advisors, LLC
0.01%0.01%#2$596,585331,436$513,726331,43600.00%Unchanged
Potomac Capital Management, Inc.
0.31%0.55%#1$450,104250,058$633,020408,400-158,342-38.77%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#5$86,92748,293$67,44543,513+4,780+10.99%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#6$50,07527,817$89,70057,869-30,052-51.93%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#8$49,96627,759$12,0537,776+19,983+256.98%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%#4$49,32027,400$00+27,400New Buy
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#3$29,73216,518$26,51317,105-587-3.43%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#7$21,57311,985$00+11,985New Buy
MORGAN STANLEY
<0.01%<0.01%#9$18,00010,000$1,232700+9,300+1,328.57%Add
UBS Group AG
<0.01%<0.01%#11$3,0151,675$741478+1,197+250.42%Add
Caitong International Asset Management Co., Ltd
<0.01%#10$42$00+2New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow