Xcel Brands Ownership | Who Owns Xcel Brands?
Xcel Brands Ownership Summary
Xcel Brands is owned by 0.13% institutional investors, 39.31% insiders, and 60.56% retail investors. Citadel advisors is the largest institutional shareholder, holding 0.31% of XELB shares. Perritt MicroCap Opportunities Investor is the top mutual fund, with 2.04% of its assets in Xcel Brands shares.
XELB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Xcel Brands | 0.13% | 39.31% | 60.56% |
| Sector | Consumer Cyclical Stocks | 39.72% | 14.50% | 45.78% |
| Industry | Apparel Manufacturing Stocks | 40.88% | 17.62% | 41.49% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Citadel advisors | 63.31K | 0.31% | $37.35K |
| Jb capital partners lp | 15.00K | 0.06% | $7.65K |
| State street | 10.80K | 0.05% | $6.37K |
| Ubs group | 8.67K | 0.04% | $5.12K |
| Morgan stanley | 7.00K | 0.03% | $4.13K |
| Bank of america corp /de/ | 102.00 | 0.00% | $60.00 |
| Perritt capital management | - | - | - |
| Tower research capital llc (trc) | - | - | - |
| Miramar capital | - | - | - |
| Susquehanna group, llp | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jb capital partners lp | 15.00K | 0.00% | $7.65K |
| Tower research capital llc (trc) | - | - | - |
| Awm investment company | - | - | - |
| Susquehanna group, llp | - | - | - |
| Perritt capital management | - | - | - |
| Bank of america corp /de/ | 102.00 | - | $60.00 |
| Two sigma securities | - | - | - |
| Summit trail advisors | - | - | - |
| Miramar capital | - | - | - |
| Renaissance | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 8.67K | - | 4.10K |
| Bank of america corp /de/ | 102.00 | - | 102.00 |
| State street | 10.80K | - | - |
| Jb capital partners lp | 15.00K | 0.00% | - |
| Morgan stanley | 7.00K | - | - |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Summit trail advisors | - | - | -2.45M |
| Awm investment company | - | - | -769.23K |
| Perritt capital management | - | - | -616.85K |
| Vanguard group | - | - | -455.45K |
| Geode capital management | - | - | -76.28K |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -32.00 |
| Wells fargo & company/mn | -68.00 |
| Coppell advisory solutions | -124.00 |
| Tower research capital llc (trc) | -5.77K |
| Two sigma securities | -10.87K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 2 | -89.47% | 29,801 | -99.37% | - | 0.03% | - | -100.00% | 1 | -66.67% |
| Dec 31, 2024 | 13 | -27.78% | 3,805,851 | -13.79% | 16 | 4.58% | 4 | - | 3 | -50.00% |
| Sep 30, 2024 | 18 | 5.88% | 4,414,851 | -1.67% | 18 | 3.87% | 4 | -50.00% | 6 | 500.00% |
| Jun 30, 2024 | 17 | - | 4,489,945 | 0.20% | 22 | 4.27% | 8 | -38.46% | 1 | - |
| Mar 31, 2024 | 17 | -10.53% | 4,480,874 | 21.59% | 22 | 6.52% | 13 | 44.44% | 1 | -66.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Perritt MicroCap Opportunities Investor | 48.50K | 2.04% | -900.00 |
| Vanguard US Total Market Shares ETF | 342.26K | 1.44% | - |
| Vanguard Total Stock Mkt Idx Inv | 26.55K | 1.12% | -19.14K |
| Vanguard Institutional Extnd Mkt Idx Tr | 11.32K | 0.48% | - |
| Fidelity Extended Market Index | 7.11K | 0.30% | 1.90K |
| SSgA U.S. Extended Market Index Class I | 21.70K | 0.09% | - |
| Fidelity Series Total Market Index | 1.55K | 0.07% | 225.00 |
| NT Ext Equity Mkt Idx Fd - L | 744.00 | 0.03% | - |
| Northern Trust Extended Eq Market Idx | 744.00 | 0.03% | - |
| State St US Extended Mkt Indx NL Cl C | 700.00 | 0.03% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 15, 2024 | DiSanto Mark | - | Buy | $95.06K |
| Mar 15, 2024 | D LOREN ROBERT W | CEO & Chairman | Buy | $95.06K |
| Mar 15, 2024 | Burroughs Seth | EVP of BD Treasurer Secretary | Buy | $21.13K |
| Dec 09, 2020 | D LOREN ROBERT W | CEO & Chairman | Buy | $19.41K |
| Dec 10, 2020 | D LOREN ROBERT W | CEO & Chairman | Buy | $22.76K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
XELB Ownership FAQ
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