Home › Stocks › XELB

XELB — XCEL BRANDS INC

Reported value held$227.31K
Funds holding (latest)10
SectorMiscellaneous
Funds holding (Q2 2026)5
Institutional value$187.75K · 104.30K sh
New / Add / Cut / Exit0 / 2 / 2 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -19.1% (-24.66K sh)
Institutional value change Down -6.1%

As of Q2 2026, 5 SEC-registered investment managers reported holding XELB (XCEL BRANDS INC) in their latest 13F filings, with a combined reported value of $187.75K across 104.30K shares. That is -19.1% by share count (-24.66K shares) versus the previous quarter, while reported value moved -6.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

XELB is classified in the Miscellaneous sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 5 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 48.29K $86.93K 0.00% Add
Geode Capital Management history 27.82K $50.08K 0.00% Reduce
Two Sigma Investments history 16.52K $29.73K 0.00% Reduce
Morgan Stanley history 10.00K $18.00K 0.00% Hold
UBS Group AG history 1.68K $3.02K 0.00% Add

Q1 2026 — 5 funds

FundSharesValuePortfolio WeightChange
Geode Capital Management history 57.87K $89.70K 0.00% Add
Citadel Advisors history 43.51K $67.44K 0.00% New
Two Sigma Investments history 17.11K $26.51K 0.00% Reduce
Morgan Stanley history 10.00K $15.50K 0.00% Hold
UBS Group AG history 478 $741 0.00% Reduce

Q4 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Two Sigma Investments history 26.74K $28.88K 0.00% New
Geode Capital Management history 11.23K $12.13K 0.00% Add
Morgan Stanley history 10.00K $10.80K 0.00% Add
UBS Group AG history 1.59K $1.72K 0.00% New
Bank of America Corp history 25 $27 0.00% Add

Q3 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 49.84K $87.72K 0.00% New
Vanguard Group history 11.32K $19.92K 0.00% Hold
Geode Capital Management history 10.34K $18.21K 0.00% Reduce
Morgan Stanley history 700 $1.23K 0.00% Hold
Bank of America Corp history 24 $42 0.00% Add

Q2 2025 — 6 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 11.32K $20.49K 0.00% Reduce
Geode Capital Management history 11.15K $20.19K 0.00% New
UBS Group AG history 4.70K $8.51K 0.00% New
Morgan Stanley history 700 $1.27K 0.00% Hold
Morgan Stanley history 700 $1.27K 0.00% Hold
Bank of America Corp history 12 $22 0.00% Add

Q1 2025 — 6 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 37.87K $106.78K 0.00% Reduce
Morgan Stanley history 700 $1.97K 0.00% Reduce
Morgan Stanley history 700 $1.97K 0.00% Reduce
Bank of America Corp history 10 $28 0.00% Reduce
JPMorgan Chase & Co history 2 $6 0.00% Reduce
JPMorgan Chase & Co history 2 $6 0.00% Reduce

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 10 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Citadel Advisors 48.29K 43.51K — 49.84K — — — 31.18K 63.31K 76.93K 38.63K 29.98K — 14.67K 10.69K — — — — 43.17K
Geode Capital Management 27.82K 57.87K 11.23K 10.34K 11.15K — 76.28K 76.28K 77.02K 57.71K 54.77K 54.77K 51.07K 51.07K 51.60K 51.77K 51.77K 50.35K 50.35K 50.35K
Two Sigma Investments 16.52K 17.11K 26.74K — — — — — — — — — — — — — — — — —
Morgan Stanley 10.00K 10.00K 10.00K 700 700 700 7.00K 7.00K 7.00K 7.00K — — — — 1 — — 642 — —
UBS Group AG 1.68K 478 1.59K — 4.70K — — — 8.67K 4.57K — — — 750 11.26K 11.46K — 2.59K — 6.43K
JPMorgan Chase & Co — — — — — 2 32 34 35 34 17 12 — — — — — — — —
Bank of America Corp — — 25 24 12 10 97 97 102 — 13 — — — 22 — — — — 1.73K
Vanguard Group — — — 11.32K 11.32K 37.87K 455.45K 455.45K 455.45K 455.45K 364.40K 364.40K 364.40K 364.40K 364.40K 364.23K 360.47K 360.47K 264.48K 264.48K
Renaissance Technologies — — — — — — — — 33.15K 31.20K 27.23K 35.70K — — — 20.17K 17.45K 30.55K 66.20K 53.80K
Wells Fargo & Co — — — — — — — — — 68 67 63 57 54 53 52 43 40 40 39

Download holders (CSV)