XWELL Ownership | Who Owns XWELL?
XWELL Ownership Summary
XWELL is owned by 5.12% institutional investors, 9.49% insiders, and 85.39% retail investors. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.42% of its assets in XWELL shares.
XWEL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | XWELL | 5.12% | 9.49% | 85.39% |
| Sector | Consumer Cyclical Stocks | 39.65% | 14.47% | 45.88% |
| Industry | Personal Services Stocks | 32.44% | 8.47% | 59.09% |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 12 | -25.00% | 270,019 | -9.71% | 6 | 12.63% | 4 | -33.33% | 4 | -42.86% |
| Mar 31, 2024 | 16 | -11.11% | 299,047 | -17.19% | 7 | 9.58% | 6 | - | 7 | 133.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 74.69K | 1.42% | - |
| Fidelity Extended Market Index | 30.26K | 0.58% | - |
| 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 | 0.14% | - |
| Fidelity Total Market Index | 7.01K | 0.13% | - |
| 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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