XWELL Ownership | Who Owns XWELL?
XWELL Ownership Summary
XWELL is owned by 4.91% institutional investors, 17.68% insiders, and 77.40% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 1.53% of XWEL shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 0.89% of its assets in XWELL shares.
XWEL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | XWELL | 4.91% | 17.68% | 77.40% |
| Sector | Consumer Cyclical Stocks | 42.53% | 14.10% | 43.38% |
| Industry | Personal Services Stocks | 24.64% | 8.83% | 66.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 82.69K | 1.53% | $81.87K |
| Vanguard group | 77.07K | 1.42% | $75.53K |
| Geode capital management | 46.93K | 0.87% | $46.02K |
| State street | 16.14K | 0.30% | $15.82K |
| Integrated wealth concepts | 10.35K | 0.19% | $10.25K |
| Tower research capital llc (trc) | 3.77K | 0.07% | $3.73K |
| Morgan stanley | 3.48K | 0.06% | $3.44K |
| Activest wealth management | 50.00 | 0.00% | $50.00 |
| Advisor group | 26.00 | 0.00% | $28.00 |
| Barclays | 21.00 | 0.00% | $21.00 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tower research capital llc (trc) | 3.77K | 0.00% | $3.73K |
| Integrated wealth concepts | 10.35K | 0.00% | $10.25K |
| Barclays | 21.00 | - | $21.00 |
| Advisor group | 26.00 | - | $28.00 |
| Northwestern mutual wealth management | 9.00 | - | $9.00 |
| State street | 16.14K | - | $15.82K |
| Group one trading | - | - | - |
| Ubs group | 1.00 | - | $1.00 |
| Wells fargo & company/mn | - | - | - |
| Citigroup | 12.00 | - | $12.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Barclays | 21.00 | - | 21.00 |
| Citigroup | 12.00 | - | 12.00 |
| Northwestern mutual wealth management | 9.00 | - | 9.00 |
| Ubs group | 1.00 | - | 1.00 |
| Activest wealth management | 50.00 | - | - |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tower research capital llc (trc) | 3.77K | 0.00% | -457.00 |
| Group one trading | - | - | -239.00 |
| Raymond james financial | - | - | -44.00 |
| Allworth financial lp | - | - | -15.00 |
| Wells fargo & company/mn | - | - | -5.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Barclays | 21.00 | - | 21.00 | $21.00 |
| Citigroup | 12.00 | - | 12.00 | $12.00 |
| Northwestern mutual wealth management | 9.00 | - | 9.00 | $9.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -5.00 |
| Allworth financial lp | -15.00 |
| Raymond james financial | -44.00 |
| Group one trading | -239.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 16 | 14.29% | 266,152 | 1.50% | 4 | 19.78% | 5 | 25.00% | 2 | -33.33% |
| Jun 30, 2025 | 14 | -12.50% | 262,214 | -2.70% | 4 | 19.00% | 4 | -33.33% | 3 | - |
| Mar 31, 2025 | 16 | 14.29% | 269,483 | -17.56% | 5 | 13.27% | 6 | - | 3 | 50.00% |
| Dec 31, 2024 | 14 | -6.67% | 326,897 | -19.79% | 6 | 8.69% | 6 | -14.29% | 2 | -33.33% |
| Sep 30, 2024 | 15 | 25.00% | 407,555 | 50.94% | 8 | 20.29% | 7 | 75.00% | 3 | -25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 51.31K | 0.89% | -23.38K |
| Fidelity Extended Market Index | 30.05K | 0.52% | -212.00 |
| BlackRock Extended Equity Market K | 8.45K | 0.16% | -4.00 |
| Extended Equity Market Fund K | 8.19K | 0.16% | -164.00 |
| Fidelity Series Total Market Index | 7.32K | 0.13% | - |
| Fidelity Total Market Index | 7.01K | 0.12% | - |
| Fidelity Nasdaq Composite Index | 5.58K | 0.11% | -513.00 |
| NT Ext Equity Mkt Idx Fd - NL | 4.44K | 0.08% | - |
| Northern Trust Extended Eq Market Idx | 3.82K | 0.07% | - |
| NT Ext Equity Mkt Idx Fd - L | 3.82K | 0.07% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 11, 2024 | Wizenberg Gaelle Sandra | - | Buy | $1.99K |
| May 07, 2024 | Wizenberg Gaelle Sandra | - | Buy | $368.15 |
| Apr 26, 2024 | Wizenberg Gaelle Sandra | - | Buy | $183.00 |
| May 30, 2023 | WEINSTEIN ROBERT | - | Buy | $6.17K |
| May 26, 2023 | WEINSTEIN ROBERT | - | Buy | $6.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 2 | - |
XWEL Ownership FAQ
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