XELB · XCel Brands, Inc. · Shareholders & Ownership
Substantial doubt about the company's ability to continue as a going concern.
“These conditions raise substantial doubt about the Company’s ability to continue as a going concern. Management intends to continue exploring strategic financing alternatives and operational efficiencies to improve liquidity. The unaudited condensed consolidated financial statements do not include any adjustments that might result from the outcome of this uncertainty.”View the 10-Q filed Aug 13, 2026
Every disclosed holder of XELB in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns XELB
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 752,946 | 11.48% |
| Insiders (Forms 3, 4, 5) | 1,427,968 | 21.77% |
| 13D/G-only blocks | 552,758 | 8.43% |
| Remaining | 3,826,602 | 58.33% |
| Registered funds (N-PORT, not summed) | 39,491 | 0.60% |
Shares outstanding: 6,560,274, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of XELB
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
D LOREN ROBERT W
Insider
CIK 1086742 · Sep 30, 2026
Director, CEO and Chairman, 10% Owner, issuer-wide
|
903,085 | ||
| 1.1 |
|
911,362 | ||
| 2 |
|
552,758 | ||
| 3 |
|
389,424 | ||
| 3.1 |
|
354,174 | ||
| 4 |
Summit Trail Advisors, LLC
13F
CIK 1698478 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
331,436 | ||
| 5 |
Potomac Capital Management, Inc.
13F
CIK 1418746 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
250,058 | ||
| 6 |
|
65,314 | ||
| 7 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
48,293 | ||
| 8 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,817 | ||
| 9 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,759 | ||
| 10 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,400 | ||
| 11 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
|
22,433 | ||
| 12 |
|
21,644 | ||
| 13 |
|
20,401 | ||
| 14 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,518 | ||
| 15 |
|
14,850 | ||
| 16 |
|
13,250 | ||
| 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,985 | ||
| 18 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
10,846 | ||
| 19 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,000 | ||
| 20 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
|
4,127 | ||
| 21 |
Dimensional US Core Equity 1 ETF
Fund
S000081780 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
1,676 | ||
| 22 |
|
1,675 | ||
| 23 |
U.S. VECTOR EQUITY PORTFOLIO
Fund
S000000982 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
300 | ||
| 24 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
109 | ||
| 25 |
SBI Securities Co., Ltd.
13F
CIK 1851815 · Non-US institution · Sep 30, 2026
|
3 | ||
| 26 |
Caitong International Asset Management Co., Ltd
13F
CIK 1963355 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.