XWELL Ownership | Who Owns XWELL?


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XWELL Ownership Summary


XWELL is owned by 4.98% institutional investors, 17.68% insiders, and 77.33% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 1.57% 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


TypeName% Inst% Insiders% Retail
StockXWELL4.98%17.68%77.33%
SectorConsumer Cyclical Stocks 60.36%14.27%25.37%
IndustryPersonal Services Stocks 52.30%8.98%38.72%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de82.69K1.57%$76.27K
Activest wealth management50.000.00%$46.00
Raymond james financial44.000.00%$41.00
Group one trading---
Ubs group---
Allworth financial lp---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Activest wealth management50.00-$46.00
Group one trading---
Ubs group---
Allworth financial lp---
Blackrock funding, inc. /de82.69K-$76.27K
Raymond james financial44.00-$41.00

Top Buyers

HolderShares% AssetsChange
Raymond james financial44.00-44.00
Activest wealth management50.00--
Blackrock funding, inc. /de82.69K--
Allworth financial lp---15.00
Group one trading---239.00

Top Sellers

HolderShares% AssetsChange
Ubs group---3.10K
Group one trading---239.00
Allworth financial lp---15.00
Activest wealth management50.00--
Blackrock funding, inc. /de82.69K--

New Positions

HolderShares% AssetsChangeValue
Raymond james financial44.00-44.00$41.00

Sold Out

HolderChange
Allworth financial lp-15.00
Group one trading-239.00
Ubs group-3.10K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202514-12.50%262,214-2.70%419.00%4-33.33%3-
Mar 31, 20251614.29%269,483-17.56%513.27%6-350.00%
Dec 31, 202414-6.67%326,897-19.79%68.69%6-14.29%2-33.33%
Sep 30, 20241525.00%407,55550.94%820.29%775.00%3-25.00%
Jun 30, 202412-25.00%270,019-9.71%612.63%4-33.33%4-42.86%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Institutional Extnd Mkt Idx Tr51.31K0.89%-23.38K
Fidelity Extended Market Index30.26K0.58%-
BlackRock Extended Equity Market K8.45K0.16%-4.00
Extended Equity Market Fund K8.19K0.16%-164.00
Fidelity Series Total Market Index7.32K0.14%-
Fidelity Total Market Index7.01K0.13%-
Fidelity Nasdaq Composite Index5.58K0.11%-513.00
NT Ext Equity Mkt Idx Fd - NL4.44K0.08%-
Northern Trust Extended Eq Market Idx3.82K0.07%-
NT Ext Equity Mkt Idx Fd - L3.82K0.07%-

Recent Insider Transactions


DateNameRoleActivityValue
Sep 11, 2024Wizenberg Gaelle Sandra-Buy$1.99K
May 07, 2024Wizenberg Gaelle Sandra-Buy$368.15
Apr 26, 2024Wizenberg Gaelle Sandra-Buy$183.00
May 30, 2023WEINSTEIN ROBERT-Buy$6.17K
May 26, 2023WEINSTEIN ROBERT-Buy$6.25K

Insider Transactions Trends


DateBuySell
2025 Q2--
2025 Q1--
2024 Q4--
2024 Q31-
2024 Q22-

XWEL Ownership FAQ


Who Owns XWELL?

XWELL shareholders are primarily institutional investors at 4.98%, followed by 17.68% insiders and 77.34% retail investors. The average institutional ownership in XWELL's industry, Personal Services Stocks , is 52.30%, which XWELL falls below.

Who owns the most shares of XWELL?

XWELL’s largest shareholders are Blackrock funding, inc. /de (82.69K shares, 1.57%), Activest wealth management (50 shares, 0.00%), and Raymond james financial (44 shares, 0.00%). Together, they hold 1.57% of XWELL’s total shares outstanding.

Does Blackrock own XWELL?

BlackRock is not among the top 10 institutional shareholders of XWELL.

Who is XWELL’s biggest shareholder by percentage of total assets invested?

Activest wealth management is XWELL’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 50 XWELL shares, valued at 46$.

Who is the top mutual fund holder of XWELL shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of XWELL shares, with 0.89% of its total shares outstanding invested in 51.31K XWELL shares.

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